The end of the year, IC market "rise" non-stop sound!Yesterday (21), foreign media spread a price increase notice of STMICROelectronics (ST), the content shows: affected by the epidemic, THE raw materials NEEDED by ST supply difficulties, resulting in the cost increase, coupled with the upstream suppliers to give more harsh terms, so ST decided to increase the price of all product lines from January 1, 2021.
It was also mentioned in the notice that ST has a huge demand for all its product lines at present, and will allocate capacity according to customers' confirmed orders, market demand and other factors, so as to ensure maximum operating efficiency of the production line.
ST price rise is not "a day in the cold".Over the past few months, ST's MCU and other products continued to extend the delivery period, the price of some hot models jumped several times in a short period of time.
IC trading network "innovation index" shows, STM32F103C8T6, STM32F051K8U6, STM32F030C8T6 ST brand hot model, in the station search volume has doubled and doubled this month, reflecting in tight market, more and more customers began to look for goods.
At the end of the year, ST put out the price increase letter is really stirring up the industry nerves, but before renisa, NXP and other original factories issued price notice, so ST to add a fire is not unexpected.ST mentioned the upstream supply problem in the price adjustment letter, just fit in with the current IC industrial chain surge.
Over the past few months, the price rise of IC industry chain started from wafer OEM, and transmitted to sealing test and MCU, touch IC, MOS tube and other products downstream.Although ST is IDM plant, but some products are entrusted to Taiwan Semiconductor Manufacturing, so also affected.In addition, the ST factory strike in November, France due to the epidemic again "closure of the city" and other events, all contributed to the price increase.
On the demand side, the traditional electronics peak season in the fourth quarter has been in full swing, and medical equipment is still the major demand due to the spread of the epidemic overseas.Based on this situation, no matter ST or other manufacturers, products are in short supply, out of stock price.
This wave IC price rise tide influence is extensive, even the whole car factory such as domestic north and South public also has the worry that stops production for a time, let alone vast small and medium-sized electronics manufacturer.Under the special market, each manufacturer should timely prepare materials, and look for alternative solutions, in case of production chain.Judging from the current situation, this wave of out-of-stock price increases will not stop in the short term, and practitioners need to make long-term plans.