According to relevant media reports, the semiconductor sector rose collectively. As of today’s 10:30, Jin’an Guoji, Huawei electronics, Tongfeng electronics, and Xiehe electronics had their trading limits up, while Shilan had a slight rise of more than 7%. Many stocks, such as Whelan crystal, South Asia new materials, Saiwei electronics, and Huazheng new materials, were rising to varying degrees.
According to reports, after the Japanese semiconductor manufacturer Renesas electronics sent a price increase notice to its customers on November 30, the industry reported that due to the global shortage of MCU, five major Taiwan MCU manufacturers, including shengqun, Lingtong, Songhan, Hongkang and Xintang, have recently increased their quotations simultaneously, with some items adjusted by more than 10%, and the delivery time extended to more than four months for the first time. After the driver IC, power management chip and MOSFET, MCU is another key semiconductor component with rising price.
According to industry analysis, the strike of St, the leading international MCU manufacturer, affected the market supply. In addition to the full capacity of Fabs such as EPMC, liandian, world advanced, and richtronics, the capacity that MCU manufacturers can achieve has been reduced and the production has been affected. All products of international MCU factory have been postponed, even no new orders.
MCU, also known as microcontroller or microcontroller, is a kind of chip level computer. The main function is signal processing and control, the most widely used field is automotive electronics, followed by industrial control, medical, computer, consumer electronics, etc. Due to the epidemic, overseas factories are almost in a state of shutdown, while chip demand is increasing greatly. However, domestic production has been restored for a long time. On the basis of continuous shortage and rising prices in overseas markets, domestic industrial chain companies are expected to usher in a burst of performance.
The price rise of MCU is mainly due to capacity mismatch and low inventory. Under the background of continuous shortage of global MCU, many terminal manufacturers choose to use domestic MCU instead, which is expected to bring opportunities to domestic manufacturers.
With the rising price of semiconductor MCU, the increasing cost of MCU will bring pressure to most manufacturers. For downstream enterprises, product prices will be adjusted accordingly, and price increase will become a trend. The good news is that, with the support of the government, Huaxin micro has obtained the policy subsidy of purchasing MCU. This is undoubtedly a good voice for domestic manufacturers in the wave of rising prices, which can at least offset part of the cost pressure.
On December 17, 2020, the “new product launch of Huaxin Weite MCU” hosted by Huaxin Weite and undertaken by dabit information will be held as scheduled in Pullman Hotel, Shunde, Foshan. At that time, relevant government personnel will be present to explain in detail the subsidy policy for MCU purchase.
At present, based on armcortex-m0 and M4 cores, Huaxin micro has launched a series of MCU products for motor drive, TFT-LCD control, white household appliances, intelligent control and industrial control instruments. In reliability, stability and other performance design, the chip has won a number of invention patents, which can be directly compared with international chip manufacturers. It is also the first domestic MCU brand to enter the inverter air conditioning compressor control board.
Editor in charge: Tzh