The growth of silicon wafer

According to statistics, the total area of global silicon wafer shipments in 2017 was 10% higher than that in 2016, while the global silicon wafer business was more than 20% higher than the previous year. As far as the current situation is concerned, the prices of silicon wafers will not stagnate. According to industry estimates, the first quarter of this year, prices rose 10~15% wafer, the annual increase in more than 20%, the main supplier of Shenggao, ShinEtsu, wafer global crystal will continue strong performance.

According to earlier this month wins high (SUMCO) released the 2017 fourth quarter results, the company in 2017 consolidated revenue increased 23.3% to 260 billion 627 million yen, profits jumped 199.6% to 42 billion 85 million yen, net profit jumped 310.1% to 27 billion 16 million yen. This year, the performance expectation of winning high is still full of optimism.

Another big plant, global wafer, has revealed that the company's annual orders have been confirmed, and the 16 plants will continue to produce. In addition, the 8 inch Factory Co operated by Ferrotec and Japan wafer equipment factory is also coming into operation. At the first stage, the production line of 150 thousand wafers per month has been set up, and the customer confirmation procedure is being carried out. It is understood that the final production plan of the cooperation project is 450 thousand units in the month. After the completion of the project, there will be no doubt that the global wafer will gain significant profits from the market share of 8 inch wafer.

In addition, the factory also maintain a positive outlook on the performance of shinetsu. According to the announcement released earlier this month, ShinEtsu fiscal year 2017 (2017.4 - 2018.3) revenue from 13500 yen raised to 14200 billion yen from 190 billion yen, net profit increased to 227 billion yen. After the rise, the company's revenue and net profit level were all at a new high.

In the next time, silicon wafer makers agreed on a further increase in the price of the wafer. Specifically, the 12 inch wafer continues to rise, which is expected to increase by 10% over the first quarter and increase by more than 20% throughout the year. The 8 inch and 6 inch wafer will also become a hot commodity due to the rise of 5G and automotive electronics, and the price is expected to increase by 10% over the whole year.

In the case of limited expansion, the demand for silicon wafer in the downstream electronics industry is increasing. According to statistics, the global demand for the 12 inch wafer is 5 million 600 thousand tablets per month, and this number will climb to 6 million 600 thousand by 2020. Therefore, it can be judged that silicon wafer can not reverse the market pattern in short supply within three years.

The continuous rise of passive components

Passive components have been rising since last year, based on a surge in demand for mobile phones, such as mobile phones. Among the many varieties, MLCC has the highest price rise. In 2017, Huaxin technology suppliers several times this price hike, the whole category of the annual overall price of more than 30% MLCC. In addition, the patch resistance and other categories are also much more expensive.

The price rise of passive components will continue in the first quarter of this year because of the rise of raw materials, such as precious metals, ceramics and other raw materials, as well as the cost of packaging and transportation. The opening date, the Ministry of health, wangquan, Yageo suppliers's resistance overall product price increase of 15~20%. According to sources, at present the major plant safety stock has dropped to about 35 days, the shortage will continue into the second quarter.

In MLCC, although the mobile phone industry shipments have been downgraded, the demand for multi - party demand makes the material still short, and there is still a gap of 10~15% in the market supply and demand. According to sources, the Japanese manufacturers KYOCERA has discontinued 0402, 0603 size specifications at the end of February MLCC; Murata also recently issued a notice on its 0603, 0805 dimensions in some specifications of prices, in addition to shut down part of the market shortage model. In addition, Samsung electromechanical (SEMCO) will raise the price of its MLCC products in the first quarter, according to sources, according to the common specifications or not small.

Throughout the MLCC market last year's price, the main focus in countries such as Japan and South Korea and Taiwan, this year, manufacturers have begun production price adjustment, will undoubtedly make the tight supply situation has become more critical. In demand, the MWC conference will stimulate a wave of mobile phone shipments, after a short period of short season in the year, will usher in the second half of the second half of the sales season of electronic products. Although many MLCC have expanded production plans in this year, they can not fill the supply gap that has been further torn. Therefore, it is possible to judge that the MLCC rise continued for a whole year without suspense.

The trend of memory price rise has been loosened

DRAM after 2017 continued a year of dazzling performance, the price of the first quarter is greatly convergent, mobile memory, PC memory and server memory only 3~5% increase. With the intelligent mobile phone and other important applications of lower demand throughout the first half of the DRAM will maintain the sideways pattern. But in the second half, smartphones are coming into the peak season, and DRAM will not meet the demand again, and the price will rise significantly.

With the trend of this year, such as the launch of purple light DRAM and the expansion of factories such as Samsung, and so on, the supply situation of DRAM will be greatly improved in the next two years. Therefore, though the price increases, it will not be able to replicate the hot market of last year. It is expected that the growth rate of global DRAM output will be slowed to 30% this year, incomparable to the high level of 70% last year. As for the market next year, due to the limited expansion of production, demand for growth, the industry is generally cautious and optimistic attitude.

Compared with DRAM, the price continued to rise slightly, while NAND prices fell in this quarter, and spot prices fell 10% over the last quarter. But with the second half of the phone