A fire created a miracle, AKM skyrocketed dozens of times to catch up with ST, and "demand soared everywhere"
This year is a magical second half of the year, some chip prices and supplies began to be large-scale failure. Our company is an equipment company, so we need to add various substitutes for hardware, all kinds of compatible packaging, PCB revision and so on.Sometimes my can change XCKU15P-L2FFVE1517E After a fierce operation, it was hard to resist, but at the beginning of this year, the chip resistor failed again, and began to cope with the shortage of chip resistor...
In the current spot market of electronic components, ST is still in full swing, occupying the top of the hot models of major components. However, in the past week, audio IC giant AKM has been catching up with ST, and there is a strong trend of counterattack. News such as "some models have increased by 22 times" have been widely spread in the circle of friends.
This paper mainly combines the latest official reply of AKM, market performance, influence and other aspects to dig out the reasons behind the price rise, so as to help us clarify its development trend.
What's new with AKM:
It's hard to recover and can be reserved as early as next year Q4
According to Kyodo news agency of Japan, a fire broke out on October 20 at a factory of the yanoka Manufacturing Institute of Asahi Microelectronics Co., Ltd., which is a semiconductor manufacturer of Asahi's group company. The fire lasted 91 hours and 40 minutes. Industry insiders have pointed out that this production line will take at least half a year to resume production.
It is understood that the factory where the fire broke out is the front-end processing base of Asahi's semiconductor business, which is mainly responsible for the production of LSI (large-scale integrated circuits). pet supplies wholesale chinaIt is the only factory of Asahi to produce LSI and the only Wafer Factory under Asahi group. It is mainly composed of 6-inch wafers and 8-inch wafers. It is estimated that the monthly production capacity is about 12000 wafers. (in 2019, TSMC's annual production capacity of 12 inch crystal is 1 million pieces. According to the chip size, one wafer can produce hundreds to thousands of chips. Considering that the factory mainly produces LSI products, it is estimated that one wafer can produce hundreds of AKM chips.)
However, some of the requirements of AKM are also outsourced. While using external OEM to produce microprocessors, AKM continues to manufacture Hall IC (Hall element and operational amplifier group products), heart IC and TCXO (temperature compensated crystal oscillator) control IC for crystal devices. Among them, Hall IC and control IC have a high market position in the industry.
AKM factory's latest reply:
On October 30, Asahi released a fire situation report to the public, indicating that it is difficult to resume production ahead of schedule and is seeking external OEM partners.
Fire in semiconductor manufacturing plant (condition report)
Harley Davidson Service Repair ManualOn October 20, a fire broke out in our semiconductor manufacturing factory (the production center of the second manufacturing center) in SHINOKA City, Miyazaki County, which caused great concern of nearby residents, customers, business partners and all relevant personnel. Sorry for the inconvenience.
The fire was confirmed on October 24. At present, we are conducting a security inspection of the building in preparation for on-site verification by the police and the fire department. We will continue to aim to resume production and transportation, but it is expected that it will be difficult to recover early. Therefore, we are working with external parties such as manufacturing contractors to prepare for alternative production.
We apologize for the inconvenience.
Fire situation
Location: Manufacturing Department of the second production center (and: Asahi Asahi microsystems Co., Ltd. Xingang Office), 5-4960, Nakagawa Town, hinoka City, Miyazaki county
Date and time of occurrence: Tuesday, October 20, 16:45
Fire fighting time and date: October 24, Saturday, 12:25; Xingang fire station announced the fire
Cause of the fire: unknown.
Damage
It will not cause personal injury to employees.
The impact of property and business performance is unclear.
The main products produced by the second manufacturing department of the production center are analog / digital hybrid LSI.
Our other factories (Part 2) are not affected by the fire.
*Manufacturing Department of the first production center (and: Asahi Electronic Co., Ltd. Xingang Office)
*The third Manufacturing Department of the production center (and: Asahi Fuji Office)
Customer: we need Q4 next year at the earliest
"A subversive event in 40 years of employment"
Compared with other general-purpose big brand IC, AKM belongs to a small number of products. With the technical barriers of LSI process, it is not easy to replace AKM in a short time. As an audio IC giant, AKM's serious fire means that the supply is cut off, which is a devastating blow to AKM's customers. It is not easy to replace or purchase from the market.
"This is probably the most disruptive event in my 40 years of experience in the audio industry," La grou, CEO of high-end audio maker millennia media, said on October 29.. . every AKM component we use - ADC, DAC, ASRC and receiver - is manufactured at nookoka factory. "
"Of course, all the AKM audio components immediately disappeared from the frontline distributors. Now, some distributors are selling AKM parts at amazing prices - we see a $5 offer for AKM parts at $110 each. "
Why are the prices of these basic electronic materials going up? First, the price of raw materials has risen, the price of ceramic powder has increased significantly, and the price of electrode metal, especially copper, has continued to rise. In addition, labor costs and other price increases have resulted in a rise in prices from the basis. Second, Japanese disposable pod manufacturers tend to supply mobile phones and automotive electronics. It is an indisputable fact that Japanese manufacturers are dominant in the field of basic components. They prefer to give priority to the supply of mobile phones and other fields. The increase of demand in these fields will inevitably lead to the shortage of supply in other fields.
he soaring demand is flying.
The market situation can be compared with the infrared sensors at the beginning of the year.Cheap Dresses say Although the causes are different, they are particularly similar in the short-term soaring demand, soaring prices and other development paths.
The considerable profits also attracted a number of "new entrants". After a real demand was issued, there were 10 or more demands in the market. The atmosphere of "flying demand" aggravated the already tense supply situation to a certain extent.
On the whole, the shortage and price rise of AKM have become a foregone conclusion, which is due to the small AKM, low market liquidity and other reasons, but also affected by the production capacity can not be restored in a short period of time, market rules and other factors. The follow-up supply depends on AKM OEM capacity supplement and the emergence of stable alternative products.The third is the increase of environmental protection requirements, and the slow expansion of production scale of large factories. The improvement of environmental protection requirements will inevitably lead to the increase of production cost and the decrease of qualified rate. Finally, Smartwatch Bluetooth Montre Connectée Tactile should pay attention to the fact that the price rise is often accompanied by shortage. This is easy to understand. Because of the shortage of goods, the price will rise, and because the price is expected to continue to rise, many agents and dealers will store up a lot of goods, resulting in a shortage of materials in the market. Just like everyone thinks that the house price will rise, there are so many real estate speculators.
评论
发表评论