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alert! Fraud targets chip industry

alert! Fraud targets chip industry

  • Categories:Company News
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  • Time of issue:2022-05-30 15:39
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(Summary description)IC designers revealed that the controller (MCU) packaging capacity is currently the most tight. "The minimum order volume has increased by five times from the beginning of the year to the near future", making the MCU packaging increase by 15% this quarter. The demand for memory packaging is also strong, not only canceling the discount to customers, but also dynamically adjusting the price, with the prosperity of ASE Investment Control, Chaofeng, Nanmao, Licheng and other industry operators.

alert! Fraud targets chip industry

(Summary description)IC designers revealed that the controller (MCU) packaging capacity is currently the most tight. "The minimum order volume has increased by five times from the beginning of the year to the near future", making the MCU packaging increase by 15% this quarter. The demand for memory packaging is also strong, not only canceling the discount to customers, but also dynamically adjusting the price, with the prosperity of ASE Investment Control, Chaofeng, Nanmao, Licheng and other industry operators.

  • Categories:Company News
  • Author:
  • Origin:
  • Time of issue:2022-05-30 15:39
  • Views:
Information
NO.1 MCU packaging capacity is tight, and the order volume exceeds 5 times
 
MCU packaging and testing increased by 15% this quarter
 
 
IC designers revealed that the controller (MCU) packaging capacity is currently the most tight. "The minimum order volume has increased by five times from the beginning of the year to the near future", making the MCU packaging increase by 15% this quarter. The demand for memory packaging is also strong, not only canceling the discount to customers, but also dynamically adjusting the price, with the prosperity of ASE Investment Control, Chaofeng, Nanmao, Licheng and other industry operators.
 
Since Q3 last year, the wafer foundry production line has been running at full capacity and has not been able to catch up with the increase in orders, including TUIMC, World Advanced, Samsung, and TSMC. As a result, the demand for packaging and testing in the latter stage has also greatly increased, and the price of packaging and testing has also been pushed up due to factors such as rising upstream raw material prices. Recently, the repeated epidemics around the world have increased the demand for various terminals such as home office. In addition, the production capacity of automotive chips has been improved, and the demand for terminal products such as home appliances and health care has been simultaneously booming. The market demand for MCUs has increased significantly.
 
According to industry analysts, given the wide range of MCU applications, it is expected that the MCU supply shortage will be more severe than at the beginning of the year in the short term, and the price of MCU packaging is expected to rise in the second half of the year. It is reported that automotive MCUs are one of the indispensable and important components in the production of automobiles, and most of them use the wire-bonding packaging process. Therefore, with the booming MCU market, wire-bonding packaging is also prosperous. Regarding the shortage of automotive chips, the response strategy of auto manufacturers has also changed from negative measures such as closing factories and reducing production at the beginning of the year or even "castrating unnecessary configurations in the car" to relatively feasible positive measures.
 
The industry revealed that from the perspective of the overall packaging and testing price changes, the MCU packaging and testing prices increased the most in Q3, with an increase of about 15%, and the test also increased by about 15%; in terms of driver IC packaging and testing prices, the increase was a single-digit percentage; The demand for memory packaging has also increased. In terms of memory, major manufacturers including Micron and Nanya have expressed their optimism about the market. The industry expects that related packaging manufacturers will also benefit from it, and the annual revenue and profit are expected to hit a record high.
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