Grind tone: Add of case of high price of innovation of shipment of silicon brilliant round Q1 goes up demand exceeds supply
According to association of international semiconductor industry (SEMI) statistic, volume of silicon brilliant round shipment amounts to semiconductor of whole world of the 1st season 3.084 billion square inch, season is added 3.6% , also relatively the corresponding period increased last year 7.9% .
SEMI expresses, volume of round shipment of global silicon brilliant achieves historical new Gao Jilu at the beginning this year, anticipate silicon brilliant is round this year will withEquipmentSame, will be shipment a driving year.
IndebtedThe marketDemand is driving, productThe priceRising, round-the-world brilliant circle, stage gets the better of silicon brilliant round factory division and add up to brilliant battalion of the 1st season carries synchronous capture gives good report; Among them, battalion of the 1st season stops round-the-world brilliant circle with gain profit to achieve the history together new tall, money of new station of every pure profit 6.36 yuan (new station money, be the same as after) .
The stage is gotten the better of division the net after duty of the 1st season 1.128 billion yuan, year add 2.82 times, already surmounted the half that full last year year gains profit, every pure profit 1.45 yuan; Announcement adding up to brilliant the first season gains profit amount to 242 million yuan, relatively the corresponding period is cruel last year add nearly 16 times performance exceedingly good, every net 0.51 yuan; Jia Jing the first season gains profit also relatively the corresponding period jumped last year add even more 3 times amount to 68 million yuan, 0.25 yuan of excel expect every net profit.
Round-the-world brilliant circle and add up to brilliant to be valued consistently, battalion carry is expected to chase season to grow this year; SUMCO of round factory of Japanese silicon brilliant also anticipates, The priceWill go up about 20% , the price will be climbed again 2019 tall. Besides expect silicon brilliant round price today, bright will move two years continuously outside going up, also anticipate silicon brilliant circle fears lacking be in short supply 2021, because already had,the client can offer feed-in to talk things over all right in the light of the yield after 2021.
In addition, SUMCO expresses, 8 and circle of brilliant of 12 silicon are demand lasts prep above furnishs, go up besides price add, SaleGo up to also be adopted continuouslyDeserve to sell(Allocation) means. Short-term in light of, semiconductor plant client is opposite in the 2nd season of silicon brilliant circlePurchaseApiration is changeless, the demand of circle of brilliant of all dimension silicon is driving, The marketDeserve to sellThe state lasts, also because demand exceeds supply, so the price of circle of brilliant of each dimension silicon is moved continuously go up.