Short of 1. passive component rises in price miserable intense of the situation of a disaster, partActing factoryBusiness or be faced with close down the crisis;

2. grinds tone: Innovation of shipment of silicon brilliant round Q1 is tallThe priceAdd goes up demand exceeds supply;

Industry of 3. Korea memorySaleThe forehead will reduce 7.8 billion dollar 2020;

4. world is advanced 8 are produced can arrive completely the end of the year or will last indebted;

5. flower course of study amounts to Shanghai factory to beProductionAirPods and HomePod enlarge are added 5 into produce can;

6. China all-purpose chip obtains a breakthrough to be able to be used at accusing a radar to break western monopoly;

Short of 1. passive component rises in price miserable intense of the situation of a disaster, partActing factoryBusiness or be faced with close down the crisis;

Passive yuan parts of an apparatus is in all the time since last year rise in price, end to rise in price at present impetus did not see tension. Especially aluminium electroanalysises this year the material of capacitanceThe pricerise, and environmental protection policy makes raw materialProductionSupply decrease, many acting factories face makings crisis even, miserable intense of the situation of a disaster.

Suffer this effect, passive component manufacturer is sent more for goods close spruce, partProductSupply begin liability portion client. According toSupply chainThe manufacturer discloses, the near future, with the country gigantic the stage that is a delegate is passive component big plant announces price shift goes up no longer extent, take kind of individual client bargain however, some normsProductThe extent that increase price is as high as 7 to become even, still demand exceeds supply.

Short rises in price, acting factory can be sufferred from only maintain

As a result of capacitance of laminose pottery and porcelain (MLCC) and chip resistor appear long-term supply gap, cause the price to rise again and again, make a country huge jointly wait for battalion of passive component factory to receive outstanding achievement to go up greatly, the country is huge battalion closed in April year add amount to 99% .

It is reported, gigantic, Hua Xinke, standing grain extends state of factory of component of stage department passivity hall, strange power is new, great firm, trade of the report that believe prosperous, day report, honey looks solid, amount to just wait indebted atThe marketBe in short supply, rise steeply of near future share price, outstanding achievement also goes tall all the way. The stage fastens acting plant business to face downstream client not to wish to rise in price, short of upriver passivity component rises in price, productionCostRise, gain profit erode.

Shen Zhenlai of China large CEO expressed a few days ago, passive component is supplied be critical, the person that add on a few job is exclusive, the price rises 1 times above, bigger to acting manufacturer pressure. Hua Shuo isBrandFactory, wait for stock management through passive component, experience not as intense as acting factory. Acting project is at present big although the factory does not have makings problem, but must accept rise in price, and as soon as possible negotiates to passive component factory the below 2018 half bond that offer money. Already faced makings crisis as to small-sized acting factory, be forced to must arrive merchandise on handThe marketWith component of extremely high price average passivity.

Large acting plant shows, different 0 component can have problem of be in short supply, short, acting factory is capable that flexibility is allocated, avoid to produce a line to suffer an effect. It is with passive component exemple, price wave motion is very big 2017, fortunately now is an industry off-season, short impact is not big, and won’t to single vendorPurchase, mixing at present factory of component of passivity of day of department, stage department, land department negotiates of second half of the yearPurchaseProgram, prospective new products plan also can cooperate with the client, reduce passive component to use an amount.

Have the bond that offer money as a result of medium-sized acting factory and passive component manufacturer, won’t appear so makings circumstance. But passive component price rises greatly, reduce wool interest rate, acting factory must broaden sources of income and reduce expenditure, hope the client agrees tone to go up acting labour quote. Nevertheless, downstream client accepts the likelihood that rise in price not tall, pressure of acting plant business is very great, especially passive component is being purchased on the space that does not have argy-bargy.

Under photograph comparing, business of small-sized acting plant has taken the part very hard arrive, circumstance very not hopeful, . Acting plant business must go the merchandise on hand that spot market seeks up to specification, but the price of spot market is very expensive, can maintain painstakingly only now, hope state of supply and demand can be improved after the 3rd season this year, if otherwise or will close down.

Profit by dispose of, acting labour is sought optimize the product is combined

Last in passive component below be in short supply, almost all passive component manufacturers are setting go into operation yield a line newly, industry anticipates hopeful of line of partial new increase production is in the 4th quarter is formal this year put into production.

Acting industry firm represents, including the 0 component be in short supply such as DRAM is short-term phenomenon. But this passive component be in short supply lasts so long time, let a person only then makings do not. Business of most acting plant did not make passive componentInventory, once be in short supply random hands or feet, the market begins to borrow machine fool case of raise up the price, the client that need purchases repeats next sheet, form false sex demand.

Although passive componentCostTake stock detailed account (BOM) makes an appointment with 1~2% , this one goes up one times it is 2~4% , appear it seems that not tall, but the gross profit of acting plant business has only ” Mao San arrives 4 ” , fewer even, of passive component go up almost the profit of business of dispose of acting plant.

Since 2017, the low MLCC that hold a cost goes up very small, MLCC of tall look value goes up a lot of, go up on average a 15~20% , to acting factory character, average cost increases scope finite. However MLCC price rose in the add below high base period 2018, annual is like the price not fall after a rise, average cost can be compared tower above is very much 2017.

In view of this, the personage inside course of study thinks, business of passive component acting plant will hope through optimizing product combination improvement gains profit. Although battalion receives dimensions to narrow, butFinancialImprove conduce industry to return to health. Among them, software and service will be the target that the manufacturer tries hard, the value that wants a software and service only fills minute of play, can the concussion that countervail passivity component rises in price.

Supply chainThe manufacturer points out, acting factory of partial stage department andBig clientThe autograph is as long as the manufacturing agreement of a year of above, before contract expires any cost change mixBrandThe factory has nothing to do, acting factory toughen one’s scalp-brace oneself also wants shipment. Unless everybody cannot give money, brand factory just may be weighed with acting factory talk about agreement and quote. Future will be the time with most hard business of passive component acting plant for some time. (proofread / small autumn)

2. grinds 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.

Indebted market demand is driving, product value is rising, 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, round price of brilliant of 12 silicon will rise this year 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 silicon brilliant purchases apiration roundly 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.

Sale of estate of 3. Korea memory will reduce 7.8 billion dollar 2020;

Current, no matter the memory such as DRAM or NAND Flash, chinese market basically 100% count an import, this makes industrial development demand most pressing also. Accordingly, show level to be below governmental support, besides violet smooth group memory of subordinate the Yangtse River has been in Wuhan to build NAND Flash plant, predict quantity of second half of the year was produced 2018 besides, other include river of advance of Anhui Hefei, Fujian to also have a group having DRAM research and development, this makes in the near future, china produces memory to be able to enter the market gradually.

To this, korea enterprise also begins to pay close attention to the affiliation of Chinese competitor. Korea is forecasted, in the influence that the meeting when 2022 competes because of China, korea enterprise sells those who reduce the memory of 7.8 billion dollar amount.

According to KoreaMedia” Etnews ” report, courtyard of Korea industry Technical Promotion released a few days ago the name is ” Chinese company enters memory industry to be opposite (Han) analysis of domestic and international fluctuant effect and answer the strategy ” in research, estimation when Chinese enterprise exported the influence of DRAM and NAND Flash to Korea enterprise 2022, point out, on DRAM market, korea enterprise predicted to sell amount to be 69.5 billion dollar 2022, if Chinese company joins competition, export amount to will lower 62.8 billion dollar, reduce 6.7 billion dollar.

As to, on NAND Flash market, korea enterprise predicted to sell amount to be 37.6 billion dollar 2022. And competitive hind is joined in Chinese enterprise, fall possibly to 36.5 billion dollar, reduce 1.1 billion dollar. The amount of affects total amount 7.8 billion dollar that gets these two kinds of products Chinese business again will analyse, the market that enterprise of the China after 4 years this is future can grab from inside Korea enterprise hand is had rate.

Report points out further, on memory market, two companies held the SamSung of Korea and SK Hynix quite big market is had rate. Among them, only SamSung can reach global DRAM market 46% , 39% of NAND Flash market. And the 15% city that SK Hynix is market of the 29% rate that have global DRAM market, NAND Flash are occupied rate.

And indebted at the raise on price of nearly two years of memory, the circumstance that gains profit to promote considerably, samSung, SK Hynix is being increasedInvestment. SamSung completed the NAND Flash plant with the biggest whole world not only 2017, stillInvestment14 billion dollar, predict to will be located in Korea to make the same score lustre city 2 period NAND Flash factory, alter DRAM plant, after building, predicting also is one of DRAM plants with the biggest whole world. SK Hynix respect attended to was opposite 2017 not only the contest mark of business of Toshiba NAND Flash, still continue to invest 3.6 billion dollar without stannic mill in China, build new DRAM plant.

And enlarge production what confront Korea company ceaselessly, chinese relevant enterprise also not anxiety lets more. Include the memory of the Yangtse River below division of violet smooth group to be built in Wuhan 3 period project, head period the project is NAND Flash factory, total investment amount reachs 24 billion dollar. As to, hefei grows Xin to also invest left and right sides of 7.2 billion dollar, fujian Jin Hua is investment makes an appointment with a RMB 37 billion yuan, on the plan that all is used at producing DRAM or NAND Flash.

But, the material that publishs from Korea will observe, although Chinese company invests memory to produce in a large-scale, but, after 4 years 2022, the market that grabs is had rate 10% what still be less than Korea enterprise to sell total amount. Accordingly, with total amount of chip of Chinese entrance semiconductor was amounted to 2017 2, 600 much dollars, among them about 1/4 it is memory will analyse, the growing rate that rejoin did not come to 4 years, the DRAM of Chinese enterprise and NAND Flash even if were produced oneself entirely 2022 sell oneself, also take native land market only most of 10% have rate, with such circumstance for, still cannot follow the company such as SamSung, SK Hynix, Toshiba to contend at the appointed time. TechNews

4. world is advanced 8 are produced can arrive completely the end of the year or will last indebted;

The car applies demand to erupt greatly with electron and content couplet net, 8 Brilliant circle generation is versed inOrder visibility is pulled litre, add international IDM big plant appoint outside commentate weak production lasts, the world is advanced (5347) 8 are produced can tighten continuously spruce, short-term cannot alleviate, be fully loaded with condition to continue to the end of the year, carry of battalion of second half of the year chases season to go strong, chan Jiying receives challenge two-step number to grow.

As a result of content couplet net application matures gradually, global IC designs a company to throw new product actively to develop application, and the car is record in electronic science and technology or be electric car development, drive a car to be climbed quickly with electronic demand litre.

Additional, MOSFET, wireless charge wait for demand to be added continuously lukewarm, relevant chip is in technologyMake ChengReach cost to think under, still with 8 Make ChengTo basically be cast piece a large amount of.

As a result of circle of most in the past brilliant the factory changes investment to 12 gradually produce can, invest the China with most active semiconductor in recent years, came 2016 2017 place build 28 brilliant round factory is most also it is 12 factory, show level to invest 8 factoryEquipmentCostly, investment does not provide cost effectiveness, demand is more than supply under, content couplet net, car is used, MOSFET and dactylogram differentiate wait for order a place of strategic importance to explode circle of 8 brilliant is produced can, the world is advanced kinetic energy of carry of battalion of the 2nd season turns strong, amalgamative battalion receives Chanji to go to interpose 7.1 billion yuan at 6.7 billion yuan between, ji Zengyao 4.3% to 10.5% .

Source control of report of big plant of IDM of overseas of second half of the year and car use order to leave in great quantities, ju Rongjing will continue to all the way 2019, add prospective IDM big plant expects inside course of study commentate weak trend ” can increase only won’t decrease ” below, the world is advanced already passed client of much home IDMAttestation, be expected to last indebted this trend. Economic daily

5. flower course of study amounts to Shanghai factory to be added to produce AirPods and HomePod spread 5 into produce can;

Flower course of study is amounted to (2353) head season battalion carry breaks through one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two yuan (new station money, be the same as after) , achieve in recent years new tall, gain profit also relatively the corresponding period went up greatly last year even more 8 into, every profit after duty (EPS) 0.35 yuan, anticipate servo is reached in computer implement facilities growing kinetic energy is pulled carry below,

For the AirPods order demand because of Ying Ping fruit, flower course of study is amounted to want enlarge to increase Shanghai factory scope not only, still will add the new plant that manages not merely. Legal person pares estimate, flower course of study amounts to what mastering AirPods productionFine rateAfter reaching efficiency, organic meeting is maintained take compared Apple order high, because this program builds factory accept a challenge.

Flower course of study amounts to a season amalgamative battalion closes amount to 1, 4.8 billion yuan, year add even more 5 ％ , for 2015 since the corresponding period new tall, the net after duty 1.271 billion yuan, odd season EPS 0.35 yuan, it is nearly 3 years of the corresponding period new tall.

Look into the 2nd season, flower course of study is amounted toGeneral managerWu Yongcai thinks, in force of shipment of money of electric machinery of pen of indebted and high-ranking business affairs still strong, servo implement load pull also will be driven up continuously, this season battalion closes reach gross profit to be expected to have relatively on one Ji Le view grows, anticipate battalion carry also is expected to maintain nearly two years to go this year situation, show the trend that chases Ji Shangyang.

Alone faces 0 component to last be in short supply and rise in price, wu Yongcai says frankly to have to gross profit pressure. He beforehand appraise, not only DRAM still can rise in price, the near future becomes the MLCC of the topic, anticipate the price arrives to be able to go up continuously 2019 raise, he is close a few months must be mixed to Japan personally the supplier talks things over, in order to ensure supply of goods and price do not have anxiety.

Flower course of study amounts to spokesman You Jinbao to express, this year head seasonInventoryWater level will to the near future be nodded high, amount to 3.8 billion yuan, main reason is getting the materials ready at politic sex. He anticipates, wool interest rate should have improvement to still have not little pressure this year, but guard power in 5 ％ level.

Intelligent unit product includes AirPods and HomePod related the Apple that produces in Shanghai factory in the light of Yinghuada, ying HuadaGeneral managerHe Daishui expresses yesterday, enlarge added Shanghai plant last year 5 into produce can current already Ready, have hope after the 2nd season begins shipment, can maintain relatively head the force that season grows, second half of the year still is met relatively grow first half of the year.

Additional, ying Huada also is adjusting Shanghai mill actively this year produce canStructure, for competitor of opposite after all other, the land that Ying Huada is in Shanghai factory and manpower cost are higher, accordingly besides be produced through the automation that improves efficiency, ying Huada already also planned to build buy to manage new plant not merely. Economic daily

6. China all-purpose chip obtains a breakthrough to be able to be used at accusing a radar to break western monopoly;

[Article / skill of family of author of observer net column is measured]

A few days ago, exhibit in confluence of the army and the people on the meeting, unit of subordinate of Chinese cable division was revealed complete the FPGA of 35 million class to the design. Subsequently, unit of Chinese electron subordinate is avowed successful research and development FPGA of 70 million class. Overrule personally in Telangpu in having in fokelore endowment setting, headquarters buys American FPGA to design a company in CanyonBridge of illicit collect fund after Laidisai, the technical breakthrough that Chinese cable division and Chinese electron obtain on FPGA is very heart-stirring.

Although these two FPGA are mixed,Sailingsai, A Er pulls such tycoon especially far apart, but look from FPGA dimensions, had exceeded existing homebred FPGA the level of one big chunk, to a few special domains, can have solved a part to have the problem that not have.

FPGA is a kind of special and important chip

FPGA is the spot but array of process designing door, say simply even if one can go up in its the chip of process designing, the user can realize a special hardware to quicken in the process designing on FPGAAlgorithmic. Current, this kind of chip basically has 3 application way.

It is to be used on equipment of respective for military use. A large bearing accuses a radar to have package of thousands of TR, component of a few TR comprises a small processing unit to undertake digital-to-analogue changeover and pretreatment to signal, every unit contains a FPGA, with will do data processing. FPGA also needs on infra-red equipment, the FPGA that bureau of logistics of American national defence ever had purchased Sailingsai is used at surveillant, scout and fire to accuse the data processing of infra-red sensor in the system.

2 it is to be used in communication equipment business. For instance China for a variety of communication equipment with resurgence, communication radical station is a Xiaoxiang actually accuse blast, this must use FPGA to undertake data processing. Existing communication equipment also cannot leave FPGA, for instance before paragraph communication of resurgence of punish of time United States, FPGA also over row punish list, and China rely on mostly for the FPGA that needs with resurgence place from Sailingsai and the United States such as Aertela the company is imported. Can say, if the United States blocks Chinese neck on FPGA, construction of network of Chinese 5G communication will naturally be affected certainly.

3 beChip designThe company is usedEmulate. FPGA has an appellation to be called ” all-purpose chip ” , go to code burn into namely, with respect to the chip that can turn FPGA into a need. This one character makes FPGA is used extensively at chipEmulate. Where is what meaning? For instance Long Xin designed a CPU, want go off with to flow piece if, in case shed a failure, probable the loss that is millions dollar. Below this kind of circumstance, that comes to FPGA of code burn intoTest, pass this kindTestDiscover the problem solves a problem, reduce spread a risk.

Perhaps someone can say, since be ” all-purpose chip ” , buy FPGA to go to code burn into directly not have to, flow technically why piece? Because FPGA price is very expensive,this basically is, design the FPGA that the company purchases from Sailingsai like domestic IC, high-end product wants many yuan of 40 RMB, and the CPU with common Intel (the sort of PHI exception) , general also hundreds of, on 10 thousand yuan of thousands of RMBs. Additional, after code of FPGA burn into advocate frequency is very low also, control in 100MHz commonly, regard comparative Intel, AMD as newest CPU advocate frequency is controlled in 4G. Accordingly, FPGA more the Yu Fang that be used is true, flow in order to reduce CPU piece risk.

Additional, in medical treatment domain, FPGA is used at the equipment such as scanner of sound wave detector, CT, nuclear magnetic resonance. And as content couplet net, car what nobody drive is electron, robot, arisen, FPGA may win more wide application.

This leap that second technology breakthrough realized a technology to go up

Enter FPGA the threshold of this industry is very high. Go more than 10 years in time, many 60 company such as riverside of Intel, IBM, Motolora, flying benefit, Toshiba, SamSung ever tried graph sortie this domain, buy Aertela to march successfully with 16.7 billion dollar except Intel besides this domain, the others company folds halberd heavy sand in succession. Home once leading sheep, tiny elegant square is in Beijing carried on the nucleus is tall base after the project, still was immersed in management difficulty, a large number of prediction of a person’s luck in a given year reach last talented person in company of domestic other FPGA.

FPGA so difficult, because market size is small,basically be, mint investment calls in cost is difficult; Industry height is centered, late person defy very hard with the tycoon; Sai Lingsai, A Er pulls build of two person that lead especiallyPatentCamp, jam junior road; The characteristic of FPGA must spell high end, spell bayonet with the tycoon directly, cannot go first low race to control is low upright market, the development mode of the high end in another pace trend.

Just about accordingly, global FPGA market is primary by the United States ” 2 big 2 small ” 4 companies monopoly. Domestic FPGA manufacturer is in harder development phase mostly, market share is very small, wish Chang Hua to ever expressed on news briefings with president of the core that achieve a nation: “About 5 billion dollar controls dimensions of market of global FPGA chip, among them China restrains 1.5 billion dollar. Because the technology of the industry and capital threshold are higher, american manufacturer held monopoly position, it is among the market of 1.5 billion dollar of Chinese, place of homebred FPGA product holds market share about 2% . “

Besides market share low besides, domestic manufacturer is mixed on technical level the difference of foreign big plant is very big also. Although domestic FPGA manufacturer has the power of contention of a hundred schools of thought, but distributing basically in in low end the market, it is the FPGA that 10 million a few class control mostly, although also have own research and development,minority achieves the FPGA of 20 million class, but the child that is converse project mostly, or the result that commerce buys, for instance small elegant cabinet relies on Beijing the company develops American CSwitch to have ownIntellectual propertyTileFramework.

The FPGA of 35 million class of division of this second China cable and Chinese electron FPGA of 70 million class, it is very heart-stirring technology breakthrough. Although specific parameter still remains to be announced further, but go up in dimensions, the photograph is numerous to home commercial company, had been to ride absolutely dirt, can have satisfied the use need of a lot of domains, solve have without the problem. For instance the active photograph on opportunity for combat of some new fighting spirit accuses a radar, used the own FPGA that the unit inside system designs.

Accordingly, this second China electron and Chinese cable division obtain a technology to break through a meaning very big, solve the subproblem blocking neck of specific domain, after all ten, the CPU of a hundred thousands of chip unlike Intel in that way, folk has a large number of stock, what is more,the rather that army taste and civilian article also have very big difference. Once produce emergency, existing inventory uses up the circumstance that dangers to fall, weapon of high-grade of will serious effect and informatization install the complement of equipment.

Although be in a lot of respects, own FPGA had been solved have the problem that not have. Nevertheless, the field is used in business, the FPGA of the unit inside system replaces Sailingsai and Aertela’s product very hard still. Go up in function after all, the FPGA difference of domestic unit and Sailingsai, Aertela still is very big. The public figure inside course of study is very specific express, own FPGA or top do not go up, can use American FPGA only at present.

Epilogue

All the time since, china places a hope the technology is bought outside Yu Congguo. However, violet light is abroad buy or suffer a defeat joint-stockly to had proved, this route goes be illogical. Just about accordingly, violet light chose to dig a person from Chinese Taiwan, Korea, Japan finally, take the route of own research and development. With respect to FPGA, practice also proves, the route of transfer of technology goes be illogical.

Even if Canyon Bridge has been mixed Laidisai negotiate, but still encounter American foreign country invests committee examine. Because Laidisai also is willing to be bought by Canyon Bridge very much, apply for discharged again and again. Just, of Laidisai press one’s suit met Telangpu, the hope that Telangpu employs presidential prerogative to will be bought is thoroughly undone.

The result that this second China electron and Chinese cable division obtain on FPGA, explained adequately, the road of own research and development is to be over to be able to go completely connect. A few experts and leader ” transfer of technology fails, just choose own research and development ” , “Regard own technology as as joint-stock as abroad chip, once joint-stock cast own technology immediately ” train of thought and way are worth to think over.