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Automotive semiconductor, preferred layout

Feb 02 69
  The semiconductor industry as a whole is affected by the decline in China's demand, the US-China trade war is intensifying, and the application areas are still adjusting the inventory status. However, the demand for 8-inch related foundry and silicon wafers remains strong, and the legal entity recommends that vehicles or vehicles be selected. 8 吋 revenue accounted for a relatively high number of stocks preferred layout.

Taixin Investment Co., Ltd. Fan Yuyu pointed out that silicon wafers are affected by CPU out-of-stock and high inventory in the electronics industry. Demand growth is not as good as expected, and the tightness of supply and demand has also eased. In terms of spot market, ASP (average sales unit price) for the first quarter of this year ) The decline in the previous quarter, but the relevant stocks have been used to lock orders for the next one to two years, ASP has limited impact.

Wafer foundry has passed the 7-meter shipment season of TSMC, and the profit rate of each process node has shown signs of decline. The revenue in December will start to decline; DRAM quotation continues to fall, and it is estimated that the first quarter will continue to accelerate. The decline was in the 10% to 15% range, and NAND Flash fell more than DRAM, still in a downtrend.

Chen Qing, an analyst at Daqing Investment, said that due to the US-China trade war, Intel CPU out of stock and high inventory of the electronics industry, it is estimated that the first quarter will maintain the trend of repairing, because the automotive ADAS and electric vehicles are determined trends, although Global car sales have shown signs of decline, but the output value of automotive power components continues to increase, which also makes the demand for 8-inch related foundry and silicon wafers still strong, and can pay attention to relevant beneficiaries.

The legal person institution pointed out that the first quarter of this year, the revenue performance was weaker than expected. The main reason was that the high-end mobile phone chip inventory was high, and the US-China trade warfare factor, the advanced process of 7 nm and the remaining 12-inch mature process capacity utilization rate declined. The gross profit margin is estimated to be 43% to 45%, which is lower than the market consensus. The main reason is that the customers in all fields have adjusted their inventory and the overall utilization rate has declined.