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Industry
Num：58
See：22042021-01
22
Capacity is urgent! Quotation of moon seal plant Q1 up 20% again
Demand generated by the CoviD-19 outbreak continues to soar, and new 5G phones and game consoles are coming to market, leading to a rare boom in the semiconductor industry. Among them, China's Taiwan testing plant has been successfully in the fourth quarter of last year to increase the price, the industry recently came out, the companies in the first quarter of this year again to increase the price of packaging, up to 20%, for this year's performance to add imagination space.
According to market sources, ASE made an emergency purchase of thousands of wire bonders last year, and to reflect the strong rise of gold and the Taiwan dollar,
In the fourth quarter of last year, it raised prices by 10 to 20 percent for customers with a monthly revenue of more than $1 million. In the first quarter of this year, it raised prices again, with some products up to 20 percent.
According to market sources, ASE made an emergency purchase of thousands of wire bonders last year, and to reflect the strong rise of gold and the Taiwan dollar,
In the fourth quarter of last year, it raised prices by 10 to 20 percent for customers with a monthly revenue of more than $1 million. In the first quarter of this year, it raised prices again, with some products up to 20 percent.
Under the leadership of "eldest brother", many second-line sealing and testing plants also keep up with the pace of price increase, up 10%. It is understood that Chaofeng and Lingsheng have also successively purchased hundreds of wire welding machines. At present, the two companies each have nearly 3,000 sets and 1,300 sets of machines. The Innovation Investment Model also purchased 30~40 sets of new machines in December last year and began to serve in the first quarter of this year. Sunlight and other closed test plant does not respond to rumors.
Industry, said the wave of price increase is mainly composed of a line testing factory take up first, and then spread to the second line factory, mainly is a line factory lineup with makings is bigger, more sensitive response to raw material prices, coupled with strong nt rose, increase the cost and pricing so fast and urgent, make the past difficult to rise in price even second-tier factory are often bargain price increases smoothly.
Prior to this, the sealing and testing factory has been in October last year due to the production capacity of short supply and increase the packaging price of wire rack, urgent order and new order will increase by 10%, after November planting ball packaging capacity is full, plus IC load plate due to the shortage of stock and price, so the new order has increased by about 20%, urgent order price increase by more than 20 ~ 30%. In previous years, after mid-to-late November, the closed test market entered the traditional off-season, but last year it seemed that full capacity was not only difficult to ease before Q1 this year, the tight packaging capacity will continue until at least the second quarter of this year.
Industry, said the wave of price increase is mainly composed of a line testing factory take up first, and then spread to the second line factory, mainly is a line factory lineup with makings is bigger, more sensitive response to raw material prices, coupled with strong nt rose, increase the cost and pricing so fast and urgent, make the past difficult to rise in price even second-tier factory are often bargain price increases smoothly.
Prior to this, the sealing and testing factory has been in October last year due to the production capacity of short supply and increase the packaging price of wire rack, urgent order and new order will increase by 10%, after November planting ball packaging capacity is full, plus IC load plate due to the shortage of stock and price, so the new order has increased by about 20%, urgent order price increase by more than 20 ~ 30%. In previous years, after mid-to-late November, the closed test market entered the traditional off-season, but last year it seemed that full capacity was not only difficult to ease before Q1 this year, the tight packaging capacity will continue until at least the second quarter of this year.
ASE COO Wu Tianyu previously said that the semiconductor supply chain from the carrier plate, wire frame and other materials, the current demand is very full. The assembly and test lines are also "very full and tight," and demand is continuing to pour in. If any capacity is expanded, it will have to be expanded, and supply is expected to outstrip demand until at least the end of the second quarter of this year.
Sealing and testing factory to receive orders has been reflected in last year's performance. ASE's revenue for the first three quarters of 2020 was NT $328.101 billion (the same below), up 10.41% year on year, with net profit after tax of NT $17.549 billion. Industry forecast, the fourth quarter of 2020 revenue is expected to continue to record high, the full year is expected to increase by double digits to more than $455 billion, a record high.
In addition, the industry also expects tight packaging capacity to last until at least the second quarter of this year, and possibly beyond, with Taiwan's packaging and testing plants in the first quarter of this year likely to be slow due to full capacity and rising prices. As the leading manufacturer ASE has cost and technology advantages in AIP (antenna package) and SIP (system level package), it is expected to continue to swallow large orders from international customers, and this year's revenue and profit will be better than last year, and maintain double-digit growth momentum.
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