類比IC漲價派對 玩完了 - 工程師
By Audriana
at 2022-06-06T09:19
at 2022-06-06T09:19
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類比IC漲價派對 玩完了
2022/06/06 04:27:26
經濟日報 記者尹慧中、 鐘惠玲/台北報導
半導體市況再吹逆風。大陸通路傳出,全球類比IC龍頭德儀(TI)通知客戶下半年供需失
衡狀況將緩解,恐使得以電源管理晶片(PMIC)為首的類比IC漲價派對將告終,甚至面臨
跌價壓力,股王矽力-KY(6415)、茂達、致新等台廠警戒。
https://imgur.com/NoicKzT.jpg
類比IC去年市況火熱,出現睽違17年的大漲價,尤其泛用型類比IC當中,占比最大的電源
管理晶片更是嚴重供不應求,成為半導體市場最紅的品項,屢屢有品牌/系統廠提到所有
IC當中,最缺的就是電源管理晶片,矽力更因而取代大立光,成為台股股王,茂達、致新
等相關台廠獲利也攀上歷史高峰,股價同步一飛登天。
然而,今年隨著新產能快速開出與大陸需求急凍,全球類比IC龍頭德儀提出示警,象徵類
比IC漲價派對將結束,一旦連先前行業中最紅的電源管理晶片也無力延續榮景,透露整體
市況正急轉直下。
大陸通路傳出,德儀已通知客戶下半年供需失衡狀況將緩解,恐使得以電源管理晶片為首
的類比IC漲價派對將告終,甚至面臨跌價壓力。為此,當地多家類比IC業者正緊急因應,
也讓先前瘋狂漲價的態勢出現轉變,甚至開始可以議價。
相關消息已引起大陸多個網路論壇與網媒討論,有業內人士不諱言,「晶片已過了缺貨高
峰期,感覺類比IC市場的拐點可能比預期提早到來」;尤其先前一貨難求的狀況也不復見
,原廠供應晶片量明顯增加,在用戶端方面,詢價的人變少了,「連樣品都不好賣了」。
不具名的國內類比IC業者坦言,現在供需大致維持平衡,客戶需求確實有所下降,因為品
牌廠陸續出現猶豫的氛圍,系統廠就跟著縮手,擔心庫存太高就踩點煞車。
另一家台廠表示,進入6月,有些客戶不願意季底盤點時庫存太高,所以買盤有點縮手。
同時,在通膨環境中,還要看消費者願不願意出手買產品,後續要觀察品牌端庫存去化速
度夠不夠快。報價方面,之前缺貨時,客戶當然是有貨優先,對價格沒那麼在乎,但現在
如果是既有的舊產品線,客戶難免會想協商價錢。
即便市場雜音不斷,矽力董事長陳偉日前仍高喊,該公司產品持續供不應求,庫存很低,
預期一整年都會是這樣的狀態。
研究機構IC Insights預測,整體類比IC今年產值將年成長12%,較去年高達30%的史上最
大增幅大幅收斂,並預計今年類比IC均價僅年增1%,不如去年上漲6%。
https://reurl.cc/rDkzlE
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