CCTV survey: photoresist relies on grabbing imported chips to increase prices by 20%
Source: CCTV Finance 2021-03-23
The birth of a chip can be roughly divided into three steps: first design, then production, and finally packaging and testing. At present, in the process of chip manufacturing, the shortage of raw materials and the shortage of production capacity also exist.
The photoresist is an important raw material for chip packaging and testing. A 4 kg bottle of photoresist costs about 40,000 to 50,000 yuan and can produce about 4 million chips.
On March 22, CCTV Finance focused on the chip market survey and reported that there is a shortage of raw materials in chip production and the capacity is full.
According to customs officials, in the past, the amount of photoresist purchased by enterprises was more than 100 kilograms each time. Recently, due to the shortage of raw materials, enterprises can only buy a small amount (10-20 kilograms) each time.
Xu Qinqin, Electronic Purchasing Manager of Huatian Technology (Kunshan): Like I have been in this industry for more than ten years, I have never encountered such a stressful situation, especially in the photoresist area. In the past, suppliers were looking for us, but The current situation is that we go to the supplier side and work directly at the supplier side's office.
According to the person in charge of the company, due to full orders and increasing demand for downstream chips, the company has continued to expand its production capacity from last year to the present, and the current production capacity is at full capacity.
Xu Junjie, Director of Electronic Technology, Huatian Technology (Kunshan): In the entire supply chain, whether it is a front-end (upstream) fab or a packaging and testing plant, in principle, everyone is basically catching up with production capacity. We must deliver production capacity to customers as soon as possible under the dual requirements of quality and production cycle.
In terms of prices, as the supply is tight, chips and core raw materials have also risen.
Mitac Group Kunda Computer Technology (Kunshan) Purchasing Manager Wang Jiazhi: For example, this MCU is basically available in the market with a delivery period of 20-30 weeks. The price is generally bullish now, and the basic price increase is 5 Around %-10%, some goods are difficult to grab even at a price increase.
According to Jin Zhigang, Chief of the Statistical Analysis Section of Kunshan Customs, Nanjing Customs, the number of integrated circuits imported at Kunshan Port in Jiangsu alone exceeded 10 billion yuan from January to February this year. While the quantity was basically the same as last year, the amount of imports increased by 20. %, so it can be seen that the price of chips is still rising.