2021 is still the beginning of the out-of-stock and price hikes, can this situation be broken?
Since October 2020, the entire industry chain has been facing the problem of tight production capacity, and the price hike has gradually spread like "dominos". The epidemic is not the only factor causing the price increase in the semiconductor industry. More importantly, the trade war has raised costs. The high costs will inevitably be passed on to lower-level industries, leading to a sharp drop in the production capacity of the entire semiconductor industry and frantically increasing prices.
The following four points are sufficient to explain the reasons for the skyrocketing prices.
Fabs are in short supply, packaging and testing plants are delaying delivery time, taking the opportunity to increase prices wildly
After the ban of 915, Huawei vigorously bulks up its production capacity
SMIC joins the hoarding tide
OPPO, VIVO and Xiaomi join the battle
The tide of price increases will not end in a short while, it will be a long cycle. For the moment, the price will still maintain a relatively high stage.
So, when will chip production capacity get a time node for relief? Professionals believe that as early as the second half of this year, and as early as the beginning of next year at the latest, the tide of out-of-stock price increases will relatively calm down.
This wave of stock-out and price increases is a test for all of us, but we should believe that we will learn a lot of experience in dealing with it after being washed by wind and waves.
