Home >

Chip Supply Shortage Continues To Ferment

2021/6/4 11:12:00 0

ChipSupplySustainabilityConsumerElectronicsPrice Hike

     “ It is expected that throughout this year, the PC industry will be the trend of price increase. " Recently, Liu Jun, executive vice president of Lenovo Group and President of China, said at the financial report presentation meeting of Lenovo Group.

        The background of this sentence is the rising tide of global chip shortage“ From the current trend, the shortage will inevitably lead to the rise in the price of spare parts. We will digest some of them, and the rest will be achieved by adjusting prices. This is a dynamic process. " Yang Yuanqing, chairman and CEO of Lenovo Group, pointed out to the media including the 21st century economic report.

Although Yang Yuanqing also said that Lenovo "will not take the lead in raising prices" and pointed out that Lenovo will "rely on its own strong management ability and will stabilize the price on the basis of maintaining profitability and product competitiveness". However, the price rise of PC industry has become a foregone conclusion.

According to the data provided by IDC to the 21st century economic report, the average price of China's notebook computer market increased by 6.1% month on month in the first quarter, and the price of notebook computers rose. In addition, several categories, including home appliances and smart phones, have expressed expectations of price increases, and some manufacturers have begun to raise their prices.

A price rise caused by the shortage of chips is coming.

A price rise caused by the shortage of chips is coming- Visual China

Price rise is coming

The price rise of notebook is coming.

In January this year, Huawei officially launched the matebook 13 / 14 2021 model. Now, less than half a year ago, the official price has been raised. The initial price of Huawei matebook 14 2021 Intel Core 11 i7 mx450 single display version was 7399 yuan, and now the official price is increased to 7999 yuan, up to 600 yuan; The first price of matebook 13 2021 Intel Core 11 i7 mx450 single display version was 6999 yuan, and now the price has been raised to 7499 yuan, up 500 yuan.

According to the analysis, the models of Huawei's notebook price increase include matebook 13 / 14 2021 Intel version, matebook 13 / 14 2020 amd version, and matebook d 14 / 15.6 2021 Intel version, with price increases ranging from 300 yuan to 600 yuan.

Other brands of notebook computers are also showing a rising price trend. For example, the 11 generation core i5 + 16GB memory + 512gb PCIe 4.0 SSD of Acer extraordinary S3, which was launched in March this year, costs 4299 yuan. At present, the official flagship store owned by Jingdong has risen to 4599 yuan; The initial price of ASUS A-Bean adolbook 13 2021 is 4999 yuan, and the current price of Jingdong's official flagship store is 5299 yuan. The initial price of Lenovo's Xiaoxin Pro 14 official website is 4999 yuan, but the current price of Jingdong's self operated flagship store is 5599 yuan.

In addition to notebooks, other consumer electronics products are beginning to show signs of rising prices. Recently, Xu Qi, vice president of realme and President of China, revealed in an interview with the media that due to the serious shortage of high-end chips, the supply of the global market has been affected to a certain extent. In the second half of the year, "the mobile phone market" is bound to increase in price. The storage is on the rise, the chip is on the rise, and the components in the charging part are also rising. The price rise is about 10%

In April, Xu Zhijun, Huawei's rotating chairman, also predicted that consumer electronics prices might rise. At the 2021 analyst conference, Xu Zhijun pointed out that the world will need to increase at least $1 trillion in investment and increase semiconductor prices by 35% as a whole to support the cost of de globalization of the industrial chain, which will lead to the rise of consumer electronics prices.

"We can see that the global upstream supply chain of communication and computer industry is facing chip shortage, which will lead to the bottleneck of production capacity of the whole industry or the challenge of increasing the price of some parts." Jingdong Retail Group CEO Xu Lei also disclosed on the recent financial report telephone conference. However, he pointed out that with the good relationship with suppliers and its own supply chain management ability, JD was less affected in the market.

Chip shortage fermentation

This round of consumer electronics prices, to a large extent, stems from the rising prices of upstream components.

According to incomplete statistics, since the second quarter of 2021, more than 30 semiconductor companies have issued "price adjustment letters", with price increases ranging from 10% to 30%.

Semiconductor price increases are first transmitted to consumer electronic components. Recently, Toshiba has raised the price of mechanical hard disk (HDD), and the price of mechanical hard disk for the data center of main customers is about 5% higher than that at the end of 2020. Toshiba pointed out that the reason for the price increase is the cost increase caused by the global shortage of semiconductors, and further price increase will be considered if the semiconductor shortage will continue in 2021.

In addition, including motherboard, graphics card and other components, the past year has also shown a trend of rising prices. At the beginning of this year, ASUS officially announced that it would gradually adjust the pricing of graphics card and motherboard from 2021, including the official mall and retailers in the United States, which has been adjusted to the new price by 20%.

IDC pointed out that the "shortage tide" of semiconductors that began to spread from the end of 2020 has become a key issue that the consumer electronics industry and even the whole semiconductor industry have to pay attention to in 2021. The short-term "shortage tide" starts from the competition for upstream production capacity driven by competition driven by mobile phones as the representative of consumer electronics. It is driven by the demand of emerging industries, and is intensified by uncontrollable external factors, which leads to the current balance of semiconductor supply chain being broken.

      According to IDC data, the global semiconductor revenue scale will exceed 440 billion US dollars in 2020, and it is estimated that the global semiconductor will still have a compound growth rate of about 5% in the next five years“ The real-time and transparent information of supply and demand sides, joint research and judgment of long-term and real terminal demand, as well as the continuous diversified layout of producers in terms of products and production capacity, will be the core elements to ensure the continuous stability and win-win cooperation between the semiconductor supply chain and all participants. " IDC said.

 

  • Related reading

Data Analysis: Current Situation And Development Trend Of 100 Billion Shoes And Clothing Market

Industry perspective
|
2021/5/19 11:24:00
5

The Ability Of Digital Transformation Becomes The Core Driving Force For The Future Development Of China'S Textile And Garment Industry

Industry perspective
|
2021/5/7 17:23:00
19

In The First Quarter, The Added Value Of China'S Textile Industry Above Designated Size Increased By 22.5%

Industry perspective
|
2021/4/26 14:39:00
13

The Later Trend Of Bulk Commodities And Its Impact On Downstream Industries

Industry perspective
|
2021/4/23 12:32:00
6

China'S Silk Import And Export Statistics In 2020

Industry perspective
|
2021/4/21 10:49:00
6
Read the next article

Xinhua Jin (600735): Plans To Acquire 50% Equity Of Shanghai Litchi For RMB 252 Million

Xinhua brocade (600735) announced on the evening of June 3 that it planned to purchase 50% of Shanghai Lizhi Industrial Co., Ltd. for RMB 252 million