Scan the QR code with wechat < / P > < p > and share it with friends and circles of friends < / P > < p > Author: Li Na ▪ Laishasha editor in charge: Liu Jia < / P > < p > Malaysia is an important sealed test production town and passive component producer in the global semiconductor supply chain. However, under the fermentation of the epidemic, some chip factories are "paralyzed", which will exacerbate the problem of "core shortage" < p > on August 17, Xu Daquan, executive vice president of Bosch (China) Investment Co., Ltd., wrote in a circle of friends that due to the increasingly serious epidemic in Malaysia, the Malaysian Muar factory of a semiconductor chip supplier closed down a few weeks ago and was again required by the local government to close some production lines until August 21, which will directly affect Bosch ESP / IPB, VCU, TCU and other chips, It is expected that the power supply will be basically cut off in August. More than 3000 employees were affected in Muar factory < p > Xu Daquan confirmed the above news to reporters that night. A semiconductor chip supplier is Italian French semiconductor. Subsequently, first finance and economics called the senior management of Italian French semiconductor in China. The other party said that it could not estimate (impact), but was unwilling to accept the interview for details < p > the reporter noticed that he Xiaopeng, founder of Xiaopeng automobile, commented when forwarding the above Malay epidemic, "it's more painful to pull out the core and cut off the supply, and it's more worrying to raise a glass to sell." Lei Jun, founder of Xiaomi, left a comment with the word "Alas" < p > it is reported that there are more than 50 semiconductor factories in Malaysia, including international semiconductor giants such as Intel, Infineon, Italy France semiconductor, NXP, Texas Instruments and ansenmey. The local packaging and testing capacity accounts for about 13% of the global packaging and testing capacity. On the other hand, the chip capacity of automotive MLCC, chip resistance, solid-state capacitor and aluminum capacitor will be impacted to varying degrees

Malay epidemic "hit" seal test plant

, Malaysia is facing the most severe situation since the outbreak of COVID-19. p> < p > in the comprehensive action control (MCO 3.0) implemented by Malaysia since June 1, only the semiconductor industry with the advantage of high output value is not limited in most industries < p > among them, semiconductor packaging testing usually refers to the process of processing the tested wafers to obtain independent chips according to product models and functional requirements. Southeast Asia accounts for 27% of the global semiconductor packaging and testing industry, while Malaysia accounts for as much as 13% of the world. With the aggravation of the epidemic, the closure of some factories is undoubtedly worse for the closed and tested industrial chain with tight production capacity < p > Infineon issued an early warning at the beginning of this month. Affected by the epidemic in Malaysia, the output of automotive chips and industrial power control chips in this quarter remained at the level of the previous quarter. Infineon CEO Poulos said: "in the case of tight supply, any additional restrictions due to the epidemic like Malaysia will only further crack down on production. We are doing our best to improve the overall value chain. " < p > at the financial report meeting at the end of July, COO Wu Yutian, the global leader in sealing and testing, also predicted that the earliest balance of supply and demand in the sealing and testing industry will be sometime in 2023, and the company may continue to raise the price of the whole product line. He revealed that many customers extended long-term service agreements from 2022 to 2023 < p > gill Rutten, President and CEO of rely on, also said that under the current market conditions, many agreements reached with customers exceeded the previous conventional agreements, including advance payment. "Customers are willing to support these changing business terms and cooperate with us." < p > giel Rutten mentioned that there are challenges in the supply chain. On the one hand, the delivery time of equipment is delayed. "We see that the delivery time of new equipment has doubled from the past six to eight months to now." On the other hand, material supply, substrate and lead frame face greater challenges

7 30, the Chery president and chief executive of the semiconductor industry said. In the second quarter, under the spread of the new variant virus, the company's factory operations in India and Malaysia were affected, and took the temporary closure of the packaging plant in Malaysia < p > Lorenzo grandi, CFO of STMicroelectronics, said that the shutdown of the Malaysian factory would affect the revenue in the third quarter. "The factory shutdown will certainly affect our ability to provide services to customers." He said that this would also drive up product prices < p > more than the automobile industry chain < / P > < p > in the past two weeks, Thailand, Malaysia, Indonesia, Vietnam and other countries have almost spread the epidemic at the rate of an increase of more than 20000 confirmed cases. The manufacturing industries in these regions have been paralyzed, affecting the global supply of semiconductors and automobile products < p > Dr. insiders told reporters that the current situation of "lack of core" is very exaggerated < p > he Xiaopeng, chairman of Xiaopeng automobile, said in an interview with China first finance: "we are cooperating with China and overseas. A car now has almost 1700 chips and needs a lot of chips. Xiaopeng will do a lot of things in chip cooperation in the future." Even though there are many partners on the chip, he Xiaopeng is not optimistic about the current situation. He mentioned in his circle of friends that for the automobile supply chain, August 2021 may be the most challenging month since the epidemic in 2020. The reason is that after the shortage of relay cores and chips, the outbreak of epidemic in many places will increase the pressure on the supply chain < p > not only the automobile industry chain, many industries will be affected by the continuous impact of the Malay epidemic, and consumer electronics industries such as mobile phones will bear the brunt < p > in the third quarter, Apple will launch new products. Murata, SunPower and Kyocera, the main MLCC suppliers of iPhone and MacBook Pro, will gradually usher in the peak demand from the third to the fourth quarter. However, due to the extension of national action control (mco3.0) by the Malaysian government, the supply of global passive components (MLCC) market will face challenges < p > the most common passive components are resistance, capacitance, inductance, transformer, etc. According to the reporter, the passive component companies set up factories in Malaysia include resistance manufacturers huaxinke and wangquan, inductance and MLCC manufacturers Murata, aluminum manufacturers Nichicon and Nippon chemical, solid-state capacitor manufacturers Panasonic, etc. In March of last year, Malaysia was first sealed off by COVID-19. The shutdown of the passive device production line caused the sharp fluctuation of market prices at that time. p> < p > according to the trendforce Jibang Consulting survey, at present, the high-end MLCC is the most tight, and the terminal products corresponding to the main shortage items include mobile phone, laptop, Netcom, server and 5g base station. Under the pressure that some MLCC may not be able to ship smoothly, the subsequent whole machine shipment of ODM plant may be impacted < p > it is worth noting that Wang Quan was in Malaysia ?
2023-03-22 10:04:41