1.MLCC prices continue to rise, Japanese companies such as Murata increased by 20% to 30%
Set micro network messages, On June 21st, according to a Reuters report citing foreign investment, Murata, the global leader in laminated ceramic capacitors, has negotiated price increases with clients and requested an increase of 20% to 30%. Another Japanese company, Taiyo Electric Co., Ltd. ( Taiyo Yuden) target price will also be increased simultaneously.
Previously, Murata also announced that it will increase production in response to increased MLCC demand.
It is understood that Murata Manufacturing Co., Ltd., a subsidiary of Murata Manufacturing Co., has acquired land for construction and plans to invest 29 billion yen to build a new MLCC plant. The new plant is expected to start construction in September 2018 and be completed in December 2019.
According to reports, as a global ceramic capacitor faucet factory, Murata has shipped about 1 trillion units. Murata also plans to increase production at the Izumo Murata Manufacturing Co., Ltd. (Izumo City, Shimane Prefecture) and factories located in the suburbs of Manila, the Philippines. It is estimated that by the end of 2019 (at the end of March 2020), Murata's overall ceramic capacitor capacity will increase by 20%.
Murata pointed out that the demand for capacitance-centric electronic components will continue to be strong. It is estimated that this year (2018, April 2018 - March 2019) consolidated revenue will increase by 14.8% year-on-year to 1.575 trillion yen. For the first time, it will break the 1.5 trillion yen mark and continue to record a record high.
MLCC supply shortage continues this year
It is understood that MLCC is widely used, downstream consumer electronics market upgrades and new energy vehicle development will promote the growth of high-end, high-capacity and other high-end MLCC products. According to China Industry Information Network forecast, by 2020, the overall market size of MLCC will reach 11.5 billion U.S. dollars.
MLCC is mainly targeted at mobile phones, audio and video equipment, PCs and other consumer electronics industries. After the rapid sinking of consumer electronics, MLCC’s shipment volume in this area has reached 70%.
It can be said that the shortage of MLCC supply is the biggest thing in this year's electronics industry. Because the supplier's capacity is in short supply, the downstream manufacturers can only take cash to grab the goods.
Companies such as Murata, Samsung Electric, TDK, Taiyo Yuduca and Guoge Electronics have occupied most of the global market share thanks to the advantages of ceramic powder materials and technologies. Among them, Japanese manufacturers Murata, TDK, Taiyo Electric, and Samsung Samsung Electric have covered their products. At each level, the strategic focus is on the high-end market; the Taiwan-based giant electronics mainly cover the mid-range product areas; the mainland-based manufacturers are mostly small and medium-sized enterprises and cover medium and low-end products; the Fenghua and Hi-tech are the leading players in the domestic MLCC industry, with a global market share of approximately 3%. %about.
The core driver of MLCC price increases is the imbalance between supply and demand. The main factors that contribute to the imbalance between supply and demand include: (1) Rapid growth in high-end applications such as automobiles, industrial control, and production shortages caused by insufficient capacity; (2) MLCC after the Samsung Note7 explosion accident Discontinued production for three months, slower release of subsequent production capacity; (3) Production capacity adjustments for MLCC leading companies such as Murata, Samsung Electromechanical, TDK, and Taiyo Electric Co., abandoning mid- and low-end markets, turning to high-end applications such as automobiles, industrial control, and ICT.
In addition, MLCC, aluminum electrolytic capacitors, tantalum capacitors, solid-state capacitors and other passive component products have been out of stock in the past year, with large size, high capacitance and low capacitance, and MLCC products used in notebooks and smart phones. The condition of the goods is particularly noticeable. In addition to the MLCC products required for the fast charging power supply, the out-of-stock condition is expected to continue. (Proofreading/Fan Rong)
2. The number of fingerprint chip shipments fell in the first quarter, and fingerprint recognition under the screen will become a straw!
Recently, Quzhi Research and Research showed that the global supply of fingerprint chips this year is expected to be 970 million, a decrease of about 11% year-on-year. Among them, the supply of global fingerprint chips in the first quarter was about 200 million, a decrease of about 26% year-on-year. Behind this, is the increasing saturation of the fingerprint chip market and the pressing need for the revolutionary fingerprint identification program to be launched.
First quarter shipments fell by nearly 30%
Recently, Quzhi Consulting's survey data showed that in the first quarter of this year, the global supply of fingerprint chips was about 200 million, a decrease of about 26% year-on-year.
Judging from the shipment ratio of fabs in the first quarter, TSMC is still the leading manufacturer of fingerprint chips, ranking first in shipments. Shipments of fingerprint chips account for 44% of total shipments, and its chip packaging. The test plants are mainly Amkor (Aker International), ASE Group (Sun Moonlight), Apple's Authentic, Aegis, and Huiding Top TSMC major customers.
SMIC ranks second. In the first quarter, shipments of fingerprint chips accounted for approximately 17%. Its chip packaging and testing plants include Amkor, Sipin Technologies, etc., Sweden's FPC, Si Liwei. SMIC's main customers.
Ranked third is UMC. In the first quarter, its supply of fingerprint chips accounted for about 14%. Its chip packaging and testing plants include Amkor, Nanmao Technology, Signetics, etc. , Huiding, Aegis is the main customer of UMC.
Terminal market saturation squeezes profit margins
Apple was the first company to introduce fingerprint technology as the main biometric function. In 2013, Apple introduced Touch ID on the iPhone. Subsequently, the Android system officially supported fingerprint recognition from the system side in 2015. Fingerprint recognition is convenient and intuitive. The use of the method, popular with consumers. Last year, total smartphone shipments, about 60% of the proportion of the use of fingerprint recognition technology.
Taking only data from the first quarter of last year as an example, global shipments of fingerprint-enabled smart phones totaled approximately 180 million, which accounted for 53.7% of global smartphone shipments, which was approximately 18% higher than the same period of the previous year; meanwhile, the global fingerprint chip was in the first quarter of last year. Shipments of about 270 million units, an increase of about 60.4%.
From 2016 to the first half of 2017, the demand from mobile terminals greatly stimulated the shipment of fingerprint chips. However, this year, the situation may be different.
Counterpoint recently announced the market share of global smartphones for each quarter from 2016 to 2018. Data show that in the first quarter of this year, global smartphone shipments were 360 million units, an average annual drop of 3%. IDC recently announced the first year this year The quarterly global smartphone market statistics also showed that global smartphone shipments in the first quarter of this year decreased by 2.9% from the same period last year.
According to Counterpoint data, the penetration rate of global smartphones fell to 76% in the first quarter. In the first quarter of this year, the Chinese smartphone market was still declining, indicating that the Chinese smartphone market is slowing down.
According to a report released by the China Academy of Information and Communications Technology, the domestic mobile phone market shipments totaled 87.307 million units in the first quarter, down 26.1% year-on-year. At the same time, 206 new models were launched, a year-on-year decrease of 8.4%.
With the saturation of traditional products in the terminal market and the sluggish sales of mobile terminals, the demand for fingerprint chips by terminal manufacturers is not similar to that in the same period of last year. The shipment of fingerprint chips has decreased, and the profit available to fingerprint chip industry chain vendors has also decreased. The competition is getting fiercer.
Screen fingerprint technology will become a breakthrough point in the industry
According to IHS Markit's latest “Display Technology and Market Report for 2018 Screens”, it is expected that smart phone production using the fingerprint sensor under the screen will reach at least 9 million units this year, and will exceed 100 million units next year. The next three years, the market Will continue to maintain rapid growth.
Currently, full-screen is widely used in mobile phones. However, early models were difficult to integrate a full-screen, fingerprint sensor on the front of the phone. The fingerprint sensor on the back was used to overcome the compromise of full-screen smartphones.
The technician in the field of fingerprint recognition told reporters that the under-screen fingerprint solution can return the sensor to the front of the smartphone. After integrating the fingerprint sensor under the display of the smartphone, the mobile phone can give a ratio of 18:9 or higher. The full screen provides positive, invisible fingerprint recognition. More and more of this type of machine will appear this year.
For the fingerprint chip industry chain, this is undoubtedly another 'excitement point' since 2016. Almost all fingerprint IC manufacturers are interested in the development of under-the-screen fingerprint recognition technology because their profit margin is currently much higher than that of silicon. Wafer Solutions. Leading solution manufacturers include Synaptics, Goodix, Qualcomm and Egis, followed by Samsung LSI, FPC, VkanSee, CrucialTec, BeyondEyes and FocalTech.
For the specific choice of fingerprint identification under the screen, Group Intelligence Consulting believes that the under-screen optical fingerprinting solution is the first to be widely used.
It is reported that with the constant pursuit of the proportion of screens occupied by smartphone manufacturers, structured light and fingerprints under the screen have become the two directions for the entire plant to select biometrics. The 3D structured light technology is subject to low maturity of the industry chain. The impact, in addition to Apple, Android camp manufacturers will be more difficult to measure.
Quzhi Consulting believes that fingerprints under the screen will be more popular than structured light, and due to the relatively high maturity of the supply chain of fingerprints under optical screens, suppliers represented by Synopsys and Huiding have already achieved good mass production. , Driven by new projects such as end brand vivo, Huawei, and Xiaomi, this year, the global supply of fingerprint identification chips under optical screens is about 20 million. The design company represented by Synopsys, Goodix and Ofeiguang (Ofilm The modular company represented will directly benefit.
QuZen Consulting stated that the Ultrasound solution represented by Qualcomm and FPC is still in the end-customer verification stage. In the short-term, the momentum of development is slightly later than the fingerprint under the optical screen. Whether it can be used in the future is still expected. The maturity of the industry chain next year. Nanfang Daily
3. The GIS screen fingerprint identification module outputs the fastest Q3 quantity, and the production capacity will be fully loaded.
Gathering micro-messages, the industry pointed out that Apple's new iPhone will be published, which will help the touch-control business growth (GIS) performance gradually.
Zhou Xianying, chairman of GIS, said recently that the operating floor has passed, and that the utilization of capacity will be fully loaded in the third quarter, and the performance will be significantly improved in the second half of the year. GIS provides screen fingerprint identification modules for the world’s leading smartphone brand makers, with the fastest production volume in the next quarter. Shipment.
Zhou Xianying pointed out that in the first half of the year, due to the brand customers are in the alternation of old and new products, the utilization rate of production capacity is low, and the utilization rate of the third quarter will be quickly pulled up to full capacity. At that time, the performance will quickly pick up.
4. Zhongying Electronics: Lithium battery management chip will enter a small amount of production
According to a micro-network message, Zhongying Electronics recently accepted an agency survey that the company's lithium battery management chip has completed trial production of the first-line brand notebook computer supply chain, and will follow a small amount of production. Since 2018, there has been an opportunity to increase related The contribution of income. The future sales of the product are expected to be a gradual increase in the process, and gradually realize the import substitution.
In the first quarter of this year, Zhongying Electronics achieved operating revenue of RMB 195 million, an increase of 24.14% year-on-year; net profit attributable to the mother was RMB 35 million, a year-on-year increase of 30.27%, close to the upper limit of the performance forecast range of 10% to 35%. The sales of product lines increased year-on-year, and the market demand for motor control chips and lithium battery management chips was particularly strong.
5. The Beijing Junzheng T30 chip has been on sale and has been imported into customers
According to the micro-network news, Beijing Junzheng said on the interactive platform yesterday that the company’s X2000 chip is still in the process of design and development. The T30 chip has already been on the market. At present, some customers are making product plans.
The T30 is a 28nm H265 chip, which includes CPU+ISP+VPU and other peripheral modules. Currently, there are not many H265 chip manufacturers on the market. Hass and Mstar are available. Beijing Junzheng has been actively expanding the traditional brand of security. Customers, have imported Haikang fluorite, Xiaomi generous, Xiaofang and other IPC products.
6.Investment of 1 billion yuan! Central shares planned to establish a packaging base with Yangjie Technology
Gathering micro-network news (text /Lee), June 21, Central shares announced that the company and Yangjie Technology, Yixing Economic and Technological Development Zone reached a strategic cooperation framework agreement on the relevant investment, agreed to invest in Jiangsu Yixing packaging construction base .
According to the disclosure, Yangjie Technology, Zhonghuan set up a joint venture company in Yixing. The equity ratio is tentatively set to be 60% for Yangjie Technology and 40% for Zhonghuan. The joint venture will be responsible for the construction and operation of the packaging base. The total investment of the packaging base will be about 1 billion yuan. Yuan (phased).
China Central shares said that the electronic components market has broad prospects for development. This cooperation will fully take advantage of the development opportunities of semiconductor discrete devices and promote the development of the company’s semiconductor industry chain. It will take advantage of the location advantages, technological advantages, supply chain and marketing, and other resource advantages. The construction of Yixing packaging base is conducive to the development of the company's semiconductor device business and the overall competitiveness of the semiconductor device industry.
It is reported that Yangjie Technology was incorporated on August 2, 2006 with a registered capital of 472 million yuan. It is devoted to power semiconductor chips and devices manufacturing, integrated circuit packaging and testing and other fields. It is a single crystal silicon wafer manufacturing, chip design manufacturing. , Device packaging and testing, terminal sales and service and other vertical industry chain as one of the companies.
Yixing Economic and Technological Development Zone is a state-level economic and technological development zone. It is located in the northeast suburb of Yixing City. It has formed four major industrial clusters including new energy industry, optoelectronics industry, new material industry and advanced equipment manufacturing industry.