The price of wafer OEM mature process has been reduced, and it is reported that the recent decrease is more than

Source: it home

    On July 25, according to the report of Taiwan, China economic daily, the wafer foundry is mature, the process capacity is loose, and the wave of price reduction is coming. IC designers in Taiwan, China have confirmed that wafer foundries in Chinese Mainland have reduced prices by more than 10%. In order to prevent the loss of orders, wafer foundries in Taiwan, China have begun to offer "preferential prices" in some specific processes, with a discount of about a single digit percentage, equivalent to a disguised price reduction.

    Mature process index factories in Chinese Mainland include SMIC international, Huahong, Jinghe, Hejian, etc; Taiwan, China, China is dominated by liandian, world and lijic.

    Liandian will hold a French speaking meeting on July 27. At present, it is in a period of silence before the French speaking meeting. It does not comment on market rumors, especially price dynamics, and emphasizes that it will release its outlook in the French speaking meeting. The world will hold a Dharma Conference on August 2, which is also in a period of silence. Li Jidian pointed out that the company is continuously adjusting its product portfolio and has no price reduction plan.

     TSMC previously made it clear in the French speaking meeting that it has seen the supply chain take action to reduce the inventory level, and it is expected that the customer inventory adjustment will continue for several quarters, which may not end until the first half of next year. At that time, the market generally believed that consumer electronics buying gas fell seriously due to the impact of the epidemic and inflation pressure, and the mature wafer foundry process may not escape the fate of price decline.

    Taiwan media pointed out that unnamed IC designers revealed that the chip prices of many of their chips produced in wafer foundries in Chinese Mainland have been reduced by more than 10%. It is expected that the cost of related chips will be reduced from the fourth quarter.

    When it comes to IC quotation, some people in the industry said that the price of large and medium-sized panel driven IC has decreased slightly compared with the end of last year, while the quotation of small-sized panel driven IC has decreased by more than 20% compared with the end of last year. In terms of touch and drive integrated IC (tddi), the price of some items has fallen by double-digit percentages, and some of them have fallen by less than 10%, of which FHD tddi chips have fallen by a large margin.

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