Recently, the global chip shortage is serious. It has spread from the automobile industry to PC, mobile phone and other industries. Many manufacturers have to reduce production to cope with the shortage.
Chip manufacturers start price increase mode
In the past, when the supply and demand of goods were unbalanced, they would face price fluctuations. In the case of chip shortage, the price of graphics card has almost tripled. In addition, the processor, memory, solid-state drive is also rising significantly.
Not long ago, it was also reported that TSMC, the world's largest semiconductor foundry, will increase the foundry price of 12 inch wafers,TSMC will start to increase its price from April this year, with an increase of about $400 per piece, or 25%, and will increase quarterly.
The domestic chip giant SMIC has also informed its customers by email that it will raise the price of the whole line from April 1. It is reported that SMIC's increase in this round is about 15% - 30%.
Causes of global chip shortage
Affected by the epidemic, the world's major factories shut down, reducing production capacity. Coupled with the epidemic, people's way of working and learning has changed, and the situation of home office and online classes has increased, which has led to an increase in the demand for electronic consumer products such as laptops and tablets, resulting in a great increase in the demand for chips.
According to the data of the outbreak of notebook computer in 2020, the number of notebook computers in the world reached a record high of 200 million.
The sharp increase in the utilization rate of electronic devices such as laptops has led to a sharp increase in the global demand for chips. Coupled with the lack of chip capacity, the global chip industry chain has become tense.
Will the price of mobile phones rise substantially
In the case of global chip shortage and sharp price increase of chip factories, whether the price of smart phones will rise has become the focus of many consumers.
From the first quarter of this year, the price of mobile phones is still relatively stable. Compared with last year, the price of mobile phones released by major mobile phone manufacturers in the first quarter is almost the same. Some manufacturers even launched super cost-effective mobile phones, such as realme, Yijia and other mobile phone brands.
But if the lack of core situation has not been eased, it is difficult to say whether the price of follow-up mobile phones will rise.Recently, many domestic mobile phone manufacturers have warned that the shortage of chips may have an impact on the price of mobile phones.
Recently, Xu Qi, President of realme China, said that due to the shortage of chips, batteries, cover pieces and other raw materials in the upstream of the mobile phone supply chain, the price of mobile phones may fluctuate in the second half of this year, and the overall supply-demand relationship in the second half of this year will determine the price trend of the whole mobile phone industry.
You know, this is not the first mobile phone manufacturer to issue a warning. Previously, Lei Jun said in an interview that at present, not only are mobile phone chips out of stock, but all chips in the world are out of stock. This shortage may last for two years. Consumers may feel that consumer electronics products are becoming more and more difficult to buy and more expensive.
Both of them are closely cooperating with Qualcomm and MediaTek. I believe the information they have disclosed will not be false,This also means that the shortage of chips may really last for two years, during which the shipment of mobile phones should be difficult to expand.
In the case of 30% increase in chip costs and short supply, it may be inevitable that the price of mobile phones will rise.
It is expected that major mobile phone manufacturers will adjust their prices in June this year. Of course, the price adjustment will also affect the mobile phone prices to be released in the second half of this year.
As for the mobile phones that have been released, I don't think the price will rise unexpectedly, so consumers need to consider whether to buy mobile phones at this time.
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Link to the original text:Yesky