![<?echo $_SERVER['SERVER_NAME'];?>](/template/twentyseventeen/skin/images/header.jpg)
The summer and autumn of 2016 were very hot, and the electronics industry in these months was not particularly flat. The entire supply chain of various materials, components, price shortages, factory closures, stoppages and bad news continue, some explosive events are even more accustomed to the big winds and waves of the old drivers can not understand, what will change the electronic components The practice of the circle?
Out-of-stock and price hikes are hot keywords in the electronics industry. At present, this price hike has to be burned to the widest extent in the electronics industry. As the new energy auto market breaks the supply of copper foil, the price of copper foil itself rises, while copper Foil manufacturers have turned to the battery supply field, resulting in a shortage of copper foil for CCL, prompting CCL to follow the price increase. Let's take a look at the relevant areas of the electronics industry out of stock for readers' reference.
In recent years, the PCB industry has become a veritable Red Sea market. Earlier reports said that the average gross profit margin of China's PCB industry was around 15%-18%. Supply chain manufacturers screamed: price increases may lose customers, but the price may not be lost is the fate!
Since July this year, Jianye Chemical, Shengyi, Lianmao, South Asia, Taiwan Optoelectronics and other large copper-clad board manufacturers have issued price increases notice, Jinan International, Jigao also raised the price of sheet metal. The supply chain revealed that in September, the price of sheet metal was one day, and the rise of raw material CCL directly affected the cost of PCB. The PCB factory whose profit has fallen to the bottom may have to follow the price increase.
According to data from Prismark Partners LLC, the market share of Chuangye Board, Shengyi Technology and South Asia's CCL is 14%, 11% and 11% respectively. The main manufacturers of CCL, Jianye Laminate and Shengyi Technology, have raised their prices by about 8-10% in July-August. The agency expects South Asia to raise prices again in October, and will adjust the price by an average of two months in the future.
Also affected by the rapid development of the automotive market is the battery industry. According to reports, the NB industry has experienced a rare supply of parts and components in the past 10 years, except for the shortage of parts such as panels, batteries and solid-state drives (SSD).
According to industry insiders, as the new energy vehicle market broke out, the supply of copper foil was tight, and the price of copper foil itself increased. However, copper foil manufacturers turned to the battery supply field, which caused a shortage of copper foil for copper clad laminates, prompting the copper clad plate to follow. Price increase.
The continued popularity of the lithium battery market has led to a significant increase in the demand for upstream lithium copper foil. In 2015, there was a gap between supply and demand. Some domestic and foreign copper foil suppliers transferred some or all of their production capacity from PCB copper foil to lithium battery copper foil. However, the expansion of lithium battery copper foil capacity is relatively lagging behind, and the contradiction between supply and demand may last for 1-2 years. In this context, PCB copper foil supply has dropped sharply, unable to meet downstream CCL and PCB production demand, prices have entered a rising cycle, and transmitted to CCL, and some CCL suppliers have issued price increases notice to downstream customers.
Supply chain manufacturers screamed: price increases may lose customers, but the price may not be lost is the fate! The industry believes that in such an environment, price war is not advisable. Reducing quality with cheap materials is not going to work. At this point, what the company has to do is to improve product quality and enhance its comprehensive strength. “Big waves and sands, the true color of the realm†will eventually stay or win new opportunities.
The data shows that the total output value of the global PCB industry last year was 55.3 billion US dollars. Affected by the slowdown in the growth of PCs, smartphones and other products in the major electronics industries, as well as inventory adjustments, PCB industry output fell 3.7% year-on-year. However, driven by new demands such as automotive intelligence, the agency expects that the global PCB industry will see a recovery growth from 2016 to 2020, with a compound annual growth rate of around 2.3%. As the automotive industry applies higher-end electronics and communication technologies, automotive PCB products (automotive panels) have become the fastest growing segment of the industry in recent years.
2, NB parts are seriously out of stock, 18650 cylinder battery also called the price increaseAccording to the report of DIGITIMES, this time, the NB industry has seen a rare supply of parts and components in the past 10 years. The previous NB customer’s urgent pursuit of goods occurred in 2006. Since the global financial tsunami in 2008, the electronics-related industry has been hit hard. As a result of the long-term oversupply of NB parts, the recent NB demand has revived, which has greatly excited the supply chain manufacturers.
Benefiting from the strong demand from laptop NB customers, the demand for traditional 18650 cylindrical batteries is tight. Recently, the battery module factory has requested price increases from NB brand customers, and the increase will reach 10%. The supply chain manufacturers pointed out that this wave of NB batteries Out of stock is mainly due to the fact that traditional lithium batteries are no longer expanding, and the demand for electric vehicles is large. In the short term, it is difficult for NB batteries to be turned over and out of stock. It will become a rare sight in the battery industry in the past 10 years. NB batteries Supplier performance is expected to rise.
According to supply chain manufacturers, NB mainly uses 18650 cylindrical lithium batteries. The battery cores are mainly supplied by Japanese and Korean factories, including Sony, Panasonic, Samsung SDI and LG. In the past, the expansion was too fast, resulting in oversupply. The rise of Tesla electric vehicles has made battery supply tighter as electric vehicles require a large number of cylindrical batteries.
Supply chain manufacturers pointed out that from the third season, NB battery out of stock situation is serious, not only 18650 cylinder type battery is out of stock, the shape of more diverse lithium polymer battery is also out of tight supply. As NB brand manufacturers actively introduce thin and light NB, and they all use lithium polymer batteries, and Apple (Apple) will release a new lightweight MacBook Pro in October, Acer and Asus also recently launched a new thin and light NB, pushing up the thin NB Lithium polymer battery demand.
3, eMMC, SSD price increase out of stock continuous fermentation"From the second quarter of this year, NAND Flash began to increase in price, and the NAND Flash supply in the whole market was tight, resulting in NAND Flash-related products such as eMMC, SSD and high-capacity eMCP. The average increase was over 20%." Wang Weimin, vice president of industry customer department of Shenzhen Jiangbolong Electronics Co., Ltd., said that it is close to the tail of Q3, but has not seen the trend of easing, still maintaining a relatively tight state, and Q4 is the traditional peak season, it is expected Q4 is still a relatively tense state.
Earlier, it was reported that with the upcoming season, the number of Wafers supplied by Flash to the market was decreasing and the price increased by 15%. Another industry pointed out that the US brand 64Gb MLC specification NAND Flash spot price has risen to 2.8 ~ 2.9 US dollars, 128Gb MLC specification NAND Flash spot price also rose to more than 3.8 US dollars, the average increase since May is between 8 ~ 14%.
In the industry's view, the shortage of this round of NAND Flash mainly lies in two reasons: on the one hand, the upstream chip factory continues to shift production capacity to produce 3D NAND, resulting in a decline in 2D architecture NAND Flash output; on the other hand, mobile intelligence Device and network data center and server storage requirements continue to grow rapidly, especially for smart phones/tablets equipped with eMMC and client/server SSD demand doubled, continuing to consume large amounts of NAND Flash capacity.
4, the display is out of stockThe reality of the shortage of components in the mobile phone industry has finally come out. That is, everyone started to sing the Chinese mobile phone industry every day since the end of last year. As a result, manufacturers are too conservative in their market estimates. When mobile phone production capacity has increased by more than 20%, The upstream supply chain is obviously insufficient.
Of course, you can also say that the Taiwan earthquake, the Huayingguan line, the Samsung process affects the yield, or the In\On-Cell LCD on the mainland's panel factory affects the production capacity, etc., so that the panel supply in the Chinese market is in short supply; Or the operator's purchase volume has increased, so that the custom machine has eaten the stock of the big brand, China Mobile said, blame me!
In fact, after Apple began to lose some of its supply chain orders and cleaned up its inventory, it was a fact that the entire supply chain was shaken. At the time, the entire industry chain inventory was indeed high, and many FHD LCD displays of display panel manufacturers accumulated a lot, and the inventory time exceeded one quarter. Coupled with the Chinese New Year before and after the speculation, Huawei also followed Apple to reduce the supply chain orders, and exaggerated the number to 20%, which is even more frightening upstream companies. Huawei finally came out and said that there was no reduction in orders, and shipments are still growing rapidly, but the time has been dragged on for a month or two, and it is too late for the supply chain to react.
First, Taiwan’s panel makers who received Apple’s orders to reduce orders were the first to act. Huaying clearly stated that it would shut down a 4.5-generation line. At the time, in addition to the slow growth of its main customers, ZTE and Coolpad, Huaying’s cleaning storms in the Huaqiangbei market could not be ignored. Other Taiwanese production lines that mainly supply mobile phone panels in the mainland market either quietly discontinued LCDs and switched to OLEDs. The test line was developed, and the In\On-Cell LCD touch screen was upgraded. The production capacity was obviously reduced and the delivery time was also lengthened.
5, the main chip is out of stockWhy is there a large shortage of mobile phone related devices this year, from chip to display to memory? Why are the offline customers selling so hot this year? Online customers seem to encounter bottlenecks? What is the future high-end strategy of MTK? Can the high-end dream of his flagship machine be realized?
Many platform companies have recently reported that MediaTek's MT6735 is tightly supplied. MediaTek MT6735 currently ships up to 16 to 17M a month. In this case, many people naturally think that TSMC has insufficient capacity. However, it is reported that some of the chips of MediaTek MT6735 are currently produced in Global Foundries. In theory, the production capacity will not have much problem.
Recently, MediaTek has encountered Qualcomm's strong challenges on the high-end platform. Each brand customer has begun to launch the flagship machine based on Qualcomm's MSM8976/8956. This allows MediaTek's X20/P20 to only go to the thousand yuan machine market. In this case, MediaTek hopes to maintain its own shipments through low-end platform impulses. Fortunately, MT6735 has gained a lot of shares in the low-end models of various brands, so the shipments have been good.
In this way, MT6735 is out of stock or is that MediaTek is really not enough to estimate the low-end market, or the profit is too low, just enough. However, when the stock is out of stock, it is the small customers who have no brand.
6, MemoryIn fact, this Memory price increase should be something that many memory developers would like to see. After all, since the September 2009 Hynix Wuxi fire, Memory has not found a reason to raise prices for a long time.
Of course, the Samsung blackout is just a fuse, and the real shortage is to look at both directions.
First look at the DRAM part. This part of the Android system is iteratively accelerated. Last year, only 3/4GB of large memory came out to meet the demand of brand manufacturers for the flagship machine. The flagship machine is really not spelled out, and this year began to pay attention to memory size. Therefore, the 6GB flagship machine will be launched in the second half of the year. In addition, the industry is also very optimistic about the iPhone7 and believe that the iPhone7 will use more memory, so the main suppliers of DRAM are more aggressive to the development of large-capacity DRAM. However, the DRAMvendor, which was originally planned to expand at the end of last year, was affected by the decline in DRAM prices and stopped expanding production plans. This has further deepened the situation of short supply.
Concerned about suppliers: At present, there are not many major suppliers of DRAM, so it is necessary to pay attention to: Samsung, Hynix, Micron and South Asia.
7, LCD:At present, the lack of LCD is also a few happy families. Even the LCD of the function machine began to increase in price, and it is conceivable how tight the supply of the screen is. Xiaobian preliminary communication, mainly caused by the lack of LCD:
1. In order to reduce costs, the Samsung LCD division has turned off some of the a-Si production lines for Notebook.
2. Taiwanese manufacturers have turned some mobile phones' a-Sis into high-margin Notebook products to make up for the vacancies brought by Samsung's factory.
3. The small-size a-Si production line is mainly used to produce WVGA, FWVGA and HD specifications.
4. End customers are gradually moving from small 4' LCDs to large 5' LCDs. Users are increasingly demanding the size of the screen.
Concerned about suppliers: The first thing to pay attention to is LCD glass suppliers such as BOE, Tianma, Innolux, CPT, Yucai, Shenchao and Longteng Broadcasting.
Secondly, when the LCD is out of stock, companies with relatively high profits, and screen companies with glass resources are relatively easy to get glass resources, so you need to pay attention to: Xinli, Yilai, Dijing, Helitai
8, CameraThere is no focus on high-pixel cameras as in previous years, and 23M camera pixels are high. Last year, sensor suppliers who planned to do more than 30M no longer promote the concept of high pixel. Instead of dual cameras, especially 13M+13M, many models have begun to adopt. However, with the earthquake in Japan in the previous period, the supply of Sonycamera was somewhat affected, and customers turned to OV's sensor. The OV high-end sensor is mainly produced in TSMC, and the sudden happiness has made it unprepared, and the stocking has not kept up. In addition, many of the current dual Camera configurations are 13M+13M, making 13M resources even more tense.
Concerned about suppliers: 8M, 13M pixels focus on Sony, Samsung and OV. On the 5M side, you can pay attention to Gecomi, Hynix.
9, fingerprint chipRelatively speaking, the shortage of fingerprints may not be realized by many people. First, a large part of the production capacity of the top-end FPC was snatched by O-Film. Even so, O-film itself is in short supply due to the fact that it is not called the flagship machine without fingerprints. The fingerprint chip is currently very cheap, and the lowest end kills 2 to 3 dollars. In the absence of other highlights, more and more smart phones began to fingerprint, so the most beneficial is the domestic fingerprint chip. At present, Huiding is a bit innocent to consider small customers. Some module manufacturers with olfactory have begun to communicate with other fingerprint chip manufacturers. However, other suppliers did not dare to make too much stocking when the fingerprints did not start. At this time, tight supply is inevitable.
Concerned about suppliers: FPC, Huiding, Si Liwei and Ji Chuang North.
10, FilterFilter (SAW, etc.) is often out of stock every year when it is out of stock. As countries push LTE 4G and 4G Bands more and more, the demand for Filter is also growing. However, the current supply with the major suppliers, Filter supply is not tight, but the supply of Filter, which is rarely used by some individuals, will be tight.
Concerned about suppliers: Murata, Wisol
Memory, LCM and high-end cameras are out of stock mainly because these devices are still devices of the factory. The investment in the factory itself is very huge, the entry threshold is high, and the average person has no way to play this market. Therefore, it is easy to out of stock when the main supplier strategy changes. The fingerprint identification is out of stock mainly because the fingerprint chip manufacturer has poor control ability on the chip Fab, and there is no way to expect its own increment and lead to out of stock.
P02-M Series Push Wire Connectors
Super thin, room saving, economically efficient
Inter lock structure, can be combined to desired number of poles
Multi-pole push-in connector
Mono/dual press button for easy wiring and releasing
Compatible with earth tag and/or cable clamp
Fixed Foot Terminal Blocks,Minitype Wire Connector,Ul Wire Connectors,Quick Wire Terminal Blocks
Jiangmen Krealux Electrical Appliances Co.,Ltd. , https://www.krealux-online.com