According to Taiwan media MoneyDJ, with the ebb of consumer electronics demand, the inventory of the semiconductor industry chain has been reduced and extended, and the off-season effect may be more significant than in previous years. The "volume and price drop" of sealed test OEM may be unavoidable, and the price has been adjusted by the second and third tier factories.

With the rapid recession of consumer electronics demand, the semiconductor industry chain has entered the extended game of inventory reduction. Recently, front-line seal and testing plants such as Riyueguang Investment and Control, Licheng, etc. have released their conservative views on the subsequent market. The legal person believes that this wave of off-season effect may be more significant than in previous years. Sealed beta OEM is afraid of the phenomenon of "falling both quantity and price". Next year, it can only try to be stable and wait for a turn.

The market was optimistic and believed that the new Apple machine would guarantee the performance of the related closed test supply chain in the second half of the year. However, sales of non Apple mobile phones, NB and PCs have not improved so far; Applications such as vehicle use and industrial control are relatively stable, but the demand intensity also begins to slow down with the downward pressure of the boom. It is difficult for Apple alone to resist the pressure of declining overall demand.

As a result, the performance of seal test manufacturers has diverged this year. Among them, manufacturers focusing on packaging businesses that drive IC and mature manufacturing processes or consumer electronics such as mobile phones have weak performance, and even started to lose ground in the second quarter. However, the first tier factories with diversified product lines still achieved a new high in the second quarter through capacity scheduling to car use, industrial control and other businesses with relatively strong demand.

Looking to the future, the production rate of the wafer foundry in the fourth quarter will fall back in an all-round way. Under the decline of the wafer output, the production rate of the sealed test industry cannot be filled. It is expected that all sealed test supply chains will follow the boom all the way to the first half of next year, and see a small recovery in the second quarter as soon as possible.

The report points out that the sealing and testing factory has a low bargaining power. Second and third tier factories have reported sporadic price adjustment cases, while other manufacturers are also prepared to reduce prices. It is expected that the price pressure may be greater in the first half of next year.