台積報價凍漲 加量回饋 - 工程師
By Poppy
at 2023-04-04T09:27
at 2023-04-04T09:27
Table of Contents
新聞標題: 台積報價凍漲 加量回饋
2023/04/04 02:10:48
經濟日報 記者尹慧中╱台北報導
進入第2季,業界傳出,晶圓代工龍頭台積電(2330)最新報價動態拍板,全面凍漲並改
以「加量」方式回饋客戶,等於變相給予折讓,IC設計業者可望稍微喘一口氣,但也透露
整體半導體市況仍未見反彈。
台積電一貫不評論報價議題,至昨(3)日截稿前也未對業界最新傳聞置評。業界認為,
台積電不會任意調漲價格,2023年價格多已議定,近期策略看來傾向凍漲,主因與客戶共
體時艱,度過產業庫存調整考驗。
https://i.imgur.com/M4n8VLe.jpg
業界人士指出,目前不論IC設計或品牌廠都仍在庫存調整階段,第2季各廠商也和晶圓代
工廠陸續啟動新一季度報價議價。目前傳出,台積電報價確定凍漲,惟提出「加量回饋方
案」,只要下滿一定數量的單,就會多送客戶成熟製程投片量,等於變相給予折讓。
先前三星因應半導體市況反轉向下,晶圓代工業務傳出開業界第一槍降價搶單,取得少部
分網通專案訂單。不過,三星短期大幅殺價搶單與台積電配合客戶長期合作模式不同,台
積電報價只要能維持凍漲不跌態勢,已算是營運管理相對有撐。
就產業狀況來看,台積電報價凍漲並以加量回饋客戶成熟製程投片量方式,預期可能對部
分同業的晶圓代工成熟製程報價形成壓力,而IC設計業者近期陸續有短單或急單報到,隨
著台積電採新模式與客戶共體時艱,也讓IC設計廠稍微能喘口氣。
台積電過去鮮少任意調高報價,2020年疫情爆發初期導致半導體大缺貨,曾傳出台積電取
消部分客戶銷售折讓,為近十年來首見,2022年中旬再傳出台積電和客戶議價2023年價格
時,將通膨與海內外擴產成本上漲等因素納入,拍板2023年初各製程報價平均漲價3%起跳
,隨著時序邁入第2季,台積電報價不再調升。
不具名的資深業界人士坦言,過去三年疫情帶來的超額需求紅利已結束,不預期先前晶圓
代工戲劇的漲價情況會再次出現。
新聞來源: https://reurl.cc/b7q2ad
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