Acting labour of circle of 8 inches of brilliant produces couplet electricity can demand exceeds supply, the near future rises in price formally, below the banner 8 inches of factories and naval vessel will start 3 years many come the most large-scale enlarge is produced, extent is amounted to 15% . Industry discloses, couplet report collects “ this to go up sufficient ” , go up amount to 2 into, go up before place did not see, add big movement augment and naval vessel to produce can, divulge the city after be opposite is valued.
Couplet report holds partner 12 days to meet, financial long Liu Qidong confirms after the meeting, already started “ one-time rise in price ” , basically think acting labour of circle of 8 inches of brilliant produces the whole world can be critical, add makings of log of brilliant of silicon of previous advanced position to rise in price ceaselessly, in order to mirror market mechanism and cost wave motion.
Couplet report is produced at present can utilization rate is made an appointment with 95% , integral order visibility is made an appointment with 2 to 3 months, 4, battalion closed to all be accorded with in May anticipate, this season battalion carry is smooth. Battalion controlled this company last year new station money 1, 49.2 billion yuan, innovation is tall, anticipate this year global semiconductor market year add rate can even more 10% . Although at present couplet report still is in tone to do constitution and product line level, make grow this year the force is potential under integral market, but still anticipate but digit grows, write Xin You again.
As we have learned, as drive chip, dactylogram identifying, power source management, MOSFET, small controller (the chip demand such as MCU) is driving, bring acting labour of a large number of circle of 8 inches of brilliant to produce can demand, but at present global brilliant round factory develops toward 12 inches, the most advanced make Cheng also be produced in 12 inches of factories, 8 inches of factories make Cheng give priority to with maturity, already joined without new plant in recent years, but the chip requirement that still adopts the mature production that make Cheng drive chip is driving, bring about the whole world acting factory of circle of 8 inches of brilliant produces line a place of strategic importance to explode, appear demand exceeds supply grand occasion.
Liu Qidong explains, rise in price this the reason has 2, above all, the circle of brilliant of upriver material silicon with brilliant circle acting the most serious work is critical for goods, the price rises again and again, although couplet report has with supplier autograph offer goods contract for a long time, silicon brilliant circle does not have anxiety for goods, but silicon brilliant circle rises in price, also bring about couplet report cost to rise.
Next, since this year, in succession attune of a person of same business goes up case of acting labor cost of circle of 8 inches of brilliant, but couplet report does not have a movement before, as silicon brilliant circle the price rises successively, couplet report is reflective market mechanism and cost wave motion, the near future adjusts the price formally, and it is “ goes up sufficient ” .
Liu Qidong does not wish to divulge “ goes up of sufficient ” rise in price extent, industry with accumulative total of other a person of same business goes up since this year, and circle of reflective silicon brilliant rises in price an estimation enters the space on the cost that cause, couplet report goes up this the likelihood is achieved about 2 into, produce with associate with can be critical, go up fall generally in 3% , 5% photographs relatively, this can weighs “ history on the biggest go up a ” .
Because answer the client is driving demand, liu Qidong expresses, 8 inches of factories already did not have bay of couplet broadcasting station space again enlarge is produced, will start 8 inches of factories and naval vessel enlarge to produce a plan, predict to produce per month can reach 70 thousand by 60 thousand current promotion, amplitude evens more 15% , next year the 2nd season is finished.
Couplet report emphasizes, in recent years demand of market of acting labor of circle of 8 inches of brilliant heats up the whole world subsidiary channels in the human body through which vital energy, this enlarge is produced, be in thinking clappers of the ability after state of long-term market supply and demand. This is with naval vessel nearly 3 years many since,