IC設計業呼喚台積電讓利 - 工程師

By Kyle
at 2022-08-25T08:39
at 2022-08-25T08:39
Table of Contents
IC設計業呼喚台積電讓利
2022/08/25 04:16:38
經濟日報 記者鐘惠玲/台北報導
半導體景氣面臨庫存調整壓力,IC設計廠首當其衝,客戶砍單、要求晶片降價消息不斷。
因應市況反轉,傳出有IC設計業者希望台積電(2330)能讓利,「價格不要那麼硬」,提
出明年原訂漲價的幅度能「少一點」的要求。
https://imgur.com/2LciRTs.jpg

對於相關傳聞,台積電昨(24)日不予評論。據悉,考量市況鬆動,已有部分大陸晶圓代
工廠從7月開始調降價格,且「降幅讓人很有感」,甚至達一成以上。台系晶圓代工廠方
面,台積電以外的業者都曾被點名讓利客戶,但大多還沒鬆口。
談到庫存壓力問題,本土IC設計龍頭聯發科預期,未來二到三個季度都會持續面臨庫存調
整。IC設計二哥聯詠也不諱言,現在市場疲弱一些,會請供應商共體時艱,有些產品在下
半年有機會降低成本。封測方面的成本,也希望與協力廠協商度過需求疲弱的期間。
不具名的IC設計業者透露,當下面臨庫存調整壓力,以及客戶端希望降價的要求,晶圓代
工廠價格若還是「硬梆梆」,將使得IC設計廠在半導體產業鏈當中淪為「夾心餅乾」的苦
主,實有不得不向上游反映要求調價的苦衷。但向台積電要求讓利,成局的可能性不高。
先前晶圓代工產能吃緊,IC設計業者只能和晶圓代工廠簽長約生產,但現階段市況不佳,
也讓IC設計業者打退堂鼓。一家年營收逾百億元的IC設計業者不諱言,公司內部一直在討
論,後續到底是要乾脆違約不拿貨?還是協商降價拿貨?
另一家也頗具規模的IC設計業者則說,「現在違約不拿貨,就公司營運而言,才是對的做
法」。至於違約金部分,要付多少都是雙方談判,一般不會照約定金額實行。這樣盡量壓
低庫存可以一次痛快,不用一直擔心庫存跌價損失的議題。
IC設計業者強調,在商言商,當產能供需吃緊時,即使合作多年,晶圓代工廠對IC設計客
戶也是「該漲(價)就漲」,沒有什麼優待。如今供需情況已緩解,若晶圓代工廠一直撐
著不降價,等產能利用率難看到一定程度,還是會降價。另一家IC設計廠則評估,到第4
季時,晶圓代工廠面臨要求降價的壓力會愈來愈大。
IC設計業者認為,現在IC成本還在歷史高檔,晶圓代工廠不降價,整個供應鏈就卡住,應
該要逐層降價,讓終端品牌廠有空間可以做降價促銷。
https://reurl.cc/KQ3ZOq
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