By the upper reaches of the silicon wafer quotation has repeatedly adjusted the impact, plus cross-strait 8-inch wafer plant capacity utilization continued full load, each chip supplier queuing in a row of circumstances, has made TSMC, UMC, the world's advanced, SMIC and Huahong and other cross-strait wafer generation plant decided to increase the 8-inch wafer foundry price, This will allow the Taiwan IC design company Short-term gross margin performance is obviously under pressure, however, in the long term, as long as the chip cost reduction program is constantly introduced, with the tourists do not dare to demand price reduction, for the Taiwan IC design company gross margin will have a protective effect. The recent cross-strait 8-inch wafer factory is interested in promoting the price of foundry movements, mainly customer orders visibility has already been full to the end of 2018, including automotive electronics, internet and consumer electronic products application orders continue to increase, resulting in a number of mature chip product line demand rose, including MCU, Analog IC, LCD drive IC and MOSFET chip orders to increase overall, and short-term demand can obviously repeat the order of the signs, 8-inch wafer for the sake of the industry to protect themselves, decided to sacrifice a price-volume strategy. The wafer generation industry wants to use this to push out the actual needs of customers, in order to effectively grasp the second half of the 2018-year capacity expansion and production line configuration plan, in the 8-inch wafer capacity in short supply, coupled with the 3rd quarter into the 3C product traditional peak season, the operators expect the price of the plant on both sides of the wafer will be fully launched. The first-line IC design factory in Taiwan is outspoken, raw material prices driven by the wafer foundry price movements, at present only passively accepted, as to whether the downstream customer response, with the pace of chip quotes, I am afraid also need to observe, after all, the long-term growth of chip market share, compared to the short-term gross margin oscillation more important. International IDM manufacturers point out that since 2018 silicon wafer quotation has been up to 30%, in the material cost significantly increased, and may continue to increase prices, the company's analog IC, MOSFET chip and decentralized components, such as the 2nd quarter began to communicate with downstream customers, hoping to increase in the 3rd quarter 10~15% quotes. However, as the 3rd quarter is still very vague, the global mobile device and PC product market demand seems to have no obvious peak season signal, therefore, customers are willing to buy a flat chip price, there are still some variables, but no matter how, the adjustment of some of the chip quotes is imperative, the difference is only the extent of In fact, since 2017, including MOSFET chip, MCU, LCD drive IC and other product lines, have been news of price increases, but there has been no real large-scale movement of prices. Taiwan System IC design company bluntly, because a lot of key chips of the global market share by the international Big One master, Taiwan plant to smooth into the supply chain, probably only rely on the critical moment of stock prices, to impress the hearts of customers. Therefore, even as early as the end of 2016, the global MOSFET chip market in short supply, and even a lot of MOSFET chip price 20~30%, but the first-line MOSFET chip suppliers Jerry, big, Nixon and the rich tripod, such as the price is almost motionless, The main thing is to strive for foreign IDM manufacturers let out of the market share of the pie.
