Will the price of global chips rise again? Insiders: cars and computers may be more expensive

    Chip giants such as TSMC, Samsung and Intel are planning to raise chip prices, which may be transmitted to downstream electronic products for further price increases. According to the report on CNBC website of the United States on the 24th, Peter Hambury, an analyst at Bain semiconductor, said that in the past year, the global chip price has increased by 10% to 20%. This year, the chip price may continue to increase, or between 5% and 7%.

    CNBC reported that part of the reason why chip foundries raise prices is that the current chip market is in a "seller‘s market", and manufacturers have a strong say in prices. At the same time, the production cost is becoming more and more expensive. "The cost of chemicals used in chip manufacturing has risen by 10 to 20 percent," Hambury said. "Similarly, there is a shortage of labor required to build new semiconductor facilities, and the wages of employees are also rising."

    The Nikkei Asia review recently quoted an insider as saying that TSMC informed customers of its plan to raise prices for the second time in less than a year. The company said inflation worries, rising costs and its own expansion plans were the main reasons for the price rise. It is reported that TSMC‘s price increase comes at a time when the chip manufacturing equipment industry is trying to cope with a serious shortage of parts and materials. This will extend the delivery time to 18 months. According to Bloomberg news, it is reported that Samsung plans to raise the chip price by 20%.

    According to victor, the Japanese silicon wafer factory, the supply of 12 inch silicon wafers for logic chips will become tighter in the second quarter of 2022, and the shortage of 12 inch silicon wafers for memory will intensify. Therefore, it is unable to supply non long-term customers, and the supply of silicon wafers below 8 inches will continue to fall short of demand. Previously, some analysts said that the imbalance between supply and demand of photoresist is becoming a new problem restricting semiconductor production capacity. Korean media said that the supply of semiconductor photoresist in South Korea has entered a state of emergency, and some Fabs have only two months left in inventory.

    CNBC quoted Forrester analyst Anton Nell as saying that in the current economic environment, the rise in chip prices may be roughly in line with inflation. In the past two years, the COVID-19 epidemic has exacerbated the global chip shortage. "Chip manufacturers are facing increasingly serious supply problems, aggravated by the conflict between Russia and Ukraine. The market demand is still large, but the supply is limited." Antonel believes that chip manufacturing will consume a lot of electricity, and global energy prices are rising.

    Nikkei Asia commented that asmai, the largest chip equipment manufacturer in Europe, told investors that the company was facing the challenges of inflation, increased labor, material and energy costs, and its gross profit margin might drop by 1 percentage point.

    Alanm, the global semiconductor head of Accenture, said that the prices of products using more advanced chips such as GPU (graphics processor) and high-end CPU (central processing unit) are likely to rise. It is reported that the rise in chip prices will increase the price pressure on downstream customers, affecting many industrial chains such as personal computers, automobiles, toys, consumer electronics and household appliances, and many products will become more expensive. "The profit margin of these products is already very low, so they have no choice but to raise the price." Antonel said.

    Since May, new energy automobile brands such as Weilai, Lingke, SAIC Roewe, jikrypton, Feifan and lantu have announced price increase plans one after another. According to the data released by canalys, a market analysis agency, in the first quarter of 2022, the global computer shipment decreased by 3% to 80.06 million units. However, the market revenue increased by more than 15% to $70billion. According to this estimation, the average price of personal computers increased by more than 18%, about 874 dollars / set.

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