[Silicon wafers continued to be out of stock in 2018 and quotes rose by 20%! Due to the continuous shortage of semiconductor silicon wafers, major silicon wafer giants have recently raised product prices. Global wafer chairman said that prices of 6, 8 and 12-inch silicon wafers will all increase compared to 2017, and the increase will be higher. In the fourth quarter of last year...
As semiconductor silicon wafers continue to be out of stock, the world’s largest and second-largest silicon wafer makers, Shin-Etsu Semiconductor and Nissho High-Tech, have all escalated offer prices in the first quarter of 2018. In addition, Xu Xiulan, chairman of Global Silicone, the third largest silicon wafer manufacturer, also stated that the supply of silicon wafers of various specifications from 2018 to 2019 will continue to be tight. This year, the supply of silicon wafers of all sizes is tight, including 6,8. The price of 12-inch silicon wafers will rise from 2017, and the increase is higher than the fourth quarter of last year.
Since 2017, global silicon wafers have continued to show imbalances in supply and demand, with quotes increasing by 15%-20%. It is expected that the price of silicon wafers will increase by 20% in 2018. Analysts believe that the global supply and demand for silicon wafers "scissors" will continue until 2020. The silicon wafer demand gap in 2018 is 10%-20%. After a 12-inch, 8-inch wafer price increase, 6-inch wafers may also increase prices.
At present, the global 12-inch silicon wafer has a total capacity of 5.5 million pieces/month, and more than 92% of the production capacity comes from the top five wafer factories such as Shin-Etsu Semiconductor, Hi-Tech, and Universal Wafer. It is currently announced that the expansion rate will be around 4%.
Domestic production of 12-inch wafer fabs reached 10, with a production capacity of 620,000 tablets/month. There are 15 12-inch wafer fabs under construction and the capacity under construction exceeds 810,000 slices/month. The demand gap for 12-inch silicon wafers is expected to further expand.
Global Silicon Board Chairman Xu Xiulan pointed out that semiconductor demand is far beyond imagination. She expects the price of silicon wafers will continue to rise next year. At present, the visibility of global wafer orders is already visible in 2020, and production capacity has been booked more than half. It also shows that In 2019, Global Wafer's operating performance was stable.
The proportion of global wafer revenue is driven by the 8-12 inch price this year. It is expected that the proportion below 8 inches will decrease again in the second half of the year, while the proportion of 8-12 inches will increase, which is expected to help the overall gross profit rate. which performed. Global wafers have as many as 16 factories worldwide, of which only two are self-covered, and the remaining 14 factories are acquired through mergers and acquisitions, and all of them are purchased at discounted prices, so they have a cost advantage over newcomers. Competitive, trying to let the existing production line release maximum production efficiency.
At present, China's semiconductor wafer suppliers mainly produce 6-inch wafers and below, with only two or three 8-inch silicon wafers, and 12-inch silicon wafers have always depended on imports.
Large-size silicon wafers are key materials in the field of integrated circuit manufacturing and a major shortcoming in the Chinese semiconductor industry chain. Large-scale silicon wafers are difficult to mass-produce on a large scale. The main technical obstacle lies in the high purity of silicon in silicon wafers due to integrated circuit-related processes, and the issue of the yield rate caused by the increase in wafer size.
In 2015, former founder of SMIC Zhang Haojing participated in the investment to establish Shanghai Xinsheng, becoming the first 12-inch silicon wafer fab in China, and the total planned production capacity of the 12-inch silicon wafer project was 600,000/month. The original plan was 15 Production capacity of 10,000 tablets/month is expected to reach mid- 2018 and all production capacity will reach full capacity in 2021. However, due to factors such as changes in the management of Shanghai Xinsheng Group and difficulty in ordering crystallizer equipment, the actual production of Shanghai Xinsheng was not as expected, and the current production capacity was only around 50,000 tablets/month.
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