IC設計 壓力鍋快炸了 - 工程師
By Madame
at 2022-06-13T11:43
at 2022-06-13T11:43
Table of Contents
多項終端電子產品市場需求傳出放緩雜音,相關品牌、OEM與通路商都已經展開庫存調整
,但是晶圓代工廠的報價卻還沒降,台積電明年還規劃漲價,IC設計業成為夾心餅乾,「
壓力鍋快炸開」。
IC設計業者坦言,現在只能盡量把可延後生產的產品全往後延,但是明年墊高的生產成本
,恐怕無法再向客戶反映,只能自行吸收。考量外在變數多,現在只能希望新台幣多貶一
點,稍微截長補短支撐業績。
在市況反轉後,不具名的IC設計業高層認為,先前缺貨時,因應晶圓代工漲價,已陸續多
次向客戶調升報價,接下來即使生產成本續漲,為了維持合作關係及競爭力,大概沒辦法
要求客戶吸收。而且反過來,如果是既有產品線,「客戶會來講價錢」。
面對客戶後續可能要求降價,IC設計廠坦言:「很為難」。因為這波晶圓代工漲價後,等
於從第2季開始的報價,都還維持在這兩年來的高點。IC設計業者說,「晶圓代工廠沒跟
我共體時艱,我怎麼跟客戶共體時艱?」
原文網址https://udn.com/news/story/7240/6383265
老闆會希望員工也一起共體時艱?
--
,但是晶圓代工廠的報價卻還沒降,台積電明年還規劃漲價,IC設計業成為夾心餅乾,「
壓力鍋快炸開」。
IC設計業者坦言,現在只能盡量把可延後生產的產品全往後延,但是明年墊高的生產成本
,恐怕無法再向客戶反映,只能自行吸收。考量外在變數多,現在只能希望新台幣多貶一
點,稍微截長補短支撐業績。
在市況反轉後,不具名的IC設計業高層認為,先前缺貨時,因應晶圓代工漲價,已陸續多
次向客戶調升報價,接下來即使生產成本續漲,為了維持合作關係及競爭力,大概沒辦法
要求客戶吸收。而且反過來,如果是既有產品線,「客戶會來講價錢」。
面對客戶後續可能要求降價,IC設計廠坦言:「很為難」。因為這波晶圓代工漲價後,等
於從第2季開始的報價,都還維持在這兩年來的高點。IC設計業者說,「晶圓代工廠沒跟
我共體時艱,我怎麼跟客戶共體時艱?」
原文網址https://udn.com/news/story/7240/6383265
老闆會希望員工也一起共體時艱?
--
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