International Business News on the 2nd, according to the supply chain news, due to the shortage of wafer foundry mature process capacity and rising quotation, some foundry manufacturers have indicated that the mature process capacity is in short supply, and raised the annual ASP (average unit price) growth estimate twice. People in the supply chain expect that three types of "most popular" chips, including touch IC, touch and driver integrated IC(TDDI) and microcontroller (MCU), which are produced by mature processes, will increase in different degrees. ... Taiwan: The price of wafer foundry mature process soared, and the related chips may rise during the year. According to the sources quoted by Taiwan media from the supply chain, it is pointed out that the current wafer foundry mature process capacity is quite scarce, so there are different degrees of quotation increases in all links of the industrial chain. In this regard, some IC designers revealed that the OEM "Second Brother" UMC raised the ASP (average unit price) growth forecast for this year twice at the law conference last week, highlighting that the increase of OEM quotation for mature process far exceeded previous expectations. At the same time, UMC released the news that orders will be received in 2022, emphasizing that the current mature process OEM capacity is in short supply. The industry pointed out that in order to cope with the trend of increasing the price of foundry wafer, it is expected that chip manufacturers will increase the quotation of chips produced by mature processes to reflect the rising production cost, which is expected to bring a new wave of rising quotation of industrial chain. -Samsung publicly confirmed rumors of price increase. It is worth mentioning that Samsung has done the same recently. The Korean technology giant recently plans to increase the price of semiconductor wafers that power consumer technologies such as NVIDIA GPU and SoC, so as to expand its S5 wafer factory to Pyeongtaek, South Korea. Samsung's efforts to finance S5 factory will raise the prices of consumer technologies including GPU and SoC in a short time. This news was confirmed last week. Ben Suh, senior vice president of investor relations of Samsung, said in the earnings conference call on July 29th: "Samsung OEM will accelerate its growth by expanding the capacity of Pyeongtaek S5 production line and adjusting the price to realize the future investment cycle." The "most popular" three types of chips: touch IC, TDDI and MCU At present, three types of chips produced by mature processes, including touch IC, touch and driver integrated IC(TDDI) and microcontroller (MCU), are the most popular, and their prices are rising accordingly. As we all know, since the beginning of this year, due to the rising market demand for mobile phones, panels and other electronic terminal products, the demand for touch IC, TDDI and MCU is in short supply. Especially under the tight wafer foundry capacity, the major chip factories are still unable to meet the customer's demand by trying their best to grab the capacity, which in turn pushes up the quotation of related chips. Taiwan-based IC design manufacturers such as Yilong, Sheng Qun and Lianyong are "the most benefited" Taiwan media believes that Yilong, a Taiwanese IC designer with a large global market share in NB touchpad module, touch screen IC and pointing device module, has benefited the most from this wave of market. And its MCU focuses on all kinds of electronic terminal products, TDDI will also be mass-produced before the end of the year, and LTDI, folding mobile phone touch IC and Mini LED related chips will be planned, which will also contribute revenue from the end of this year to the beginning of next year, with full firepower. Ye Yibang, chairman of Yilong, has also taken action. According to the data of the Public Information Observatory, as of June this year (the shareholding dynamics in July have not been announced yet), Ye Yi Yibang has increased its bid to buy its own shares for three consecutive months, with the total amount exceeding NT$ 100 million (about RMB 23,148,100). The aforementioned IC designers pointed out that IC design manufacturers such as Sheng Qun (HOLTEK), Duntai, Lianyong, etc. also benefited from this wave of market pomp by virtue of the excellent market conditions of MCU and TDDI and the rising quotation, which helped their revenue, gross profit and profit performance. According to the incomplete statistics of international electronic business, the above-mentioned Taiwanese manufacturers have raised the quotation of related chips several times this year (related reading: Sheng Qun may raise the price by 10~15% in August ..., and the supply of MCU and driver IC is tight, and Q3 of four well-known manufacturers will increase again ...). When it comes to whether the follow-up quotation will continue to be raised, the industry said that at present, most of the manufacturers' external statements mainly focus on "dynamically adjusting the quotation of upstream wafer foundry". "According to the current market conditions, except for a few powerful foundries whose quotations may remain unchanged in the fourth quarter, it is expected that the quotations of most foundries will continue to rise". In other words, the trend that IC design manufacturers continuously raise their quotations and pass on costs to customers is basically established. -Operator: A new round of price increases or the end of the year. According to IC designers, in the first half of 2021, the product price rose by about 10% quarter by quarter. In the second half of the year, the quarterly increase is not expected to change much. He pointed out that a small part of the gap between supply and demand in the market has narrowed recently, but the gap is "almost negligible", and the pressure of manufacturers' shipments is still there, emphasizing that the quotation will rise at least until the end of this year. The IC designer pointed out, "Now the statement given by the foundry is that the orders will be filled all the way to the end of the year, because the new applications of IC continue to increase, and the capacity of the foundry has not obviously increased, so now the overall demand is still in short supply, even if the demand of some industries declines, other orders will be filled immediately. With the strong support of the continuous influx of market demand, the quotation of wafer foundry will remain upward in the short term. "
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