Global semiconductor prosperity is waiting to rise. Is there any change in the supply and demand for 12 -inch silicon wafers?

Global semiconductor prosperity is waiting to rise,Last yearIt is reported that the spot price of upstream silicon wafers (also known as silicon wafers) has begun to fall, ending for three consecutive years, and even the contract price is also facing looseness, which reveals that the overall wafer manufacturing end demand is weaker than expected than expected.Essence

Global major semiconductor silicon wafer suppliers include SHIN-ETSU, Sumco, Global Wafers, Taishengke, WaFerWork, Siltronic, SK Siltron, SOITEC, Shanghai Silicon Industry, etc.

At present, the global semiconductor prosperity recovery speed is not as good as expected. The upstream and downstream of the industrial chain is still troubled. In the face of poor market conditions, some upstream silicon wafer operators have expressed their market conditions and revealed that their 12 -inch silicon wafer capacity.

The industry said that due to factors such as Russia and Ukraine's conflict and high inflation environment this year, the demand for silicon wafer terminals has declined.However, the area of semiconductor silicon wafers will rebound in the future.

The Shanghai Silicon Industry believes that the semiconductor industry cycle has also been transmitted to the supply link of semiconductor silicon wafers, and the entire industry has entered a difficult period.Although some market segments, such as new energy vehicles, are still growing at high speed, consumer electronics demand represented by smartphones is still very low, and the pressure of downstream customers has been transmitted to the silicon wafer industry.

The Shanghai Silicon Industry emphasized that, especially in the past two years, the entire industry was very prosperous, and the silicon wafers were in short supply. The company's customers also accumulated a lot of silicon wafers.Challenge year.

The German silicon wafer supply provider Shichun had previously expected that the growth of silicon wafer demand for the whole year will stagnate, and PC wafers are specially dragged down on demand.Earlier this year, because chip manufacturers and customers are amending the inventory, it is expected that in the next few seasons, a short -term market condition will be weak.Customers under Shichuang include major semiconductor factories such as TSMC, Intel, Samsung Electronics.

Taishengke believes that the demand for 12 -inch silicon wafers should bottom out in the second half of the year, and 8 -inch and 12 -inch silicon wafers are expected to grow from next year.

Global Worse said that servers, data centers, industrial and vehicle electronics will support the revenue of the semiconductor industry in 2023. The unbalanced memory and demand of memory and demand will cause pressure on the overall semiconductor industry this year.It will improve.

In terms of production capacity, Xu Xiulan, chairman of Global Worse, said that the recovery of the industrial prosperity is not as good as expected. In terms of production capacity, the 12 -inch Lei chip is still full, and the 12 -inch polishing film is affected by the storage market conditions.However, it is still in a reasonable interval. At the same time, there are two products that continue to supply, namely FZ wafers and compound semiconductor wafers.In terms of silicon wafers, most of the global wafers are available for long -term supply, so they are carried out in accordance with the signing of the contract.

According to MoneyDJ reports, the 12-inch factory of Hejing Zhongke will start a 12-inch proportion in the future. It is estimated that production capacity is estimated in 2025. The total production capacity of the Chinese science plant can reach 200,000 tablets/month.The level of 10,000 pieces/month.At present, the main production base of Hejing 12 -inch products is Zhengzhou Plant. The monthly production capacity is about 20,000 pieces. Longtan plant is still in the certification stage.Look at 15%.

At present, Shanghai Silicon Industry subsidiary Shanghai Xin Shengzheng implemented 300,000 tablets/month integrated circuit expansion projects for 300mm high -end silicon wafers. It will gradually be put into production in 2023, and eventually reach 600,000 tablets/month 300mm silicon wafer production capacityEssence

In general, when the environment is low, when the wind and rain come, the changes in the wind direction of the industry will inevitably have a lot of noise, and firmly look forward and maintain a smooth step in order to cross the turbulent cable bridge.

About Sanquan Technology
Shenzhen Sanquan Asia -Pacific Technology Co., Ltd. was established in 2000. It is an IC agent of Asian integrated circuits. It has more than 200 agent distribution product lines and is selected by many customers. It is reliable supplier of integrated circuit ICs and electronic components.Sanquan Technology Supply HBM's three major memory manufacturers in the world, SK Hynix, Micron and Samsung.The excellent domestic Yangtze River storage is also its customers.It can be seen from this that Sanquan Technology's product competitiveness.In addition, the brands of Sanquan Technology's agency distribution include Richtek, ON, Microchip, TI and so on.