Consumer chip big customers start cutting orders?Is the chip shortage that has troubled the market for many years?

Recently, the changes in the chip market have begun to affect everyone's heart. Previously, due to the shortage of chip shortage, the entire market was anxious, but now the phenomenon of consumer -level chip large customers cut orders. Are you going to end? What should we think of this?

1. Consumer chip big customers start cutting orders?

According to surging news reports, with the decline in market demand such as smartphones and PCs, the global "core lack of cores" will come to an end. The chip industry will change from supply to more than supply, and will soon enter a new downlink cycle.

Recently, some Taiwan media reported that TSMC, which has been highly tense in production capacity, has encountered three major customers to cut orders. The three large manufacturers of Apple, AMD and Nvidia proposed to reduce orders to TSMC to respond to the uncertainty of consumer electronics demand.

Two years ago, the global epidemic was raging, and the home office and online lessons brought about the sales of digital products such as smartphones, PC laptops, and other digital products, which led to the increase in demand for consumer -level chips. The international and other loads are at full load or even overload. At that time, there were rumors that it was difficult for small customers to get the production capacity of TSMC, and even many customers were kicked by TSMC.

Because of the massive demand for PCs and mobile phones, the consumer -grade chips required for these products have been "occupying" the capacity of the chip foundry. With the decline in PC and smartphones, the production capacity of foundries has gradually loosened.

According to the global smartphone shipment data just released by third -party research agency, Canalys shows that in the second quarter of 2022, global smartphone shipments decreased by 9%year -on -year.

According to the Taiwan Electronics Times, Apple's new machine iPhone 14 is currently reduced by 10 %. In addition, due to the weakening of the PC market demand, another large customer AMD also reduced about 20,000 pieces of 7 nanometer and 6 nanometer processes. The Nvidia, which was fully returned from Samsung Electronics, has faded due to the mining boom, and it is also reported that Nvidia hopes to delay the one -quarter of goods.

Second, is the era of chip shortage ending?

We see that the important needs of consumer -level markets began to reduce the needs of chips on a large scale and cut off the orders of the chip. This may be a very important thing for the current market. What is it? What impact will the downturn in the consumer electronics market have on the entire chip industry?

First of all, for the current market, the demand for chips has begun to decline. In fact, before it is not surprising, the entire chip industry is actually a process of cyclical fluctuations. The excess of the chip, the changes and fluctuations of the entire industry have actually come to many rounds. As long as friends who are familiar with the chip industry will know that the fluctuation of the chip industry market is a normal phenomenon. Previously, due to multiple factors such as the epidemic, The new clip of the world lasted for a long time, but from the current perspective, the chip shortage will be possible to effectively alleviate the chip, and the cycle of overcapacity will be repeated, which will be very clear.

Secondly, the current consumer electronics market is actually in a relatively low phenomenon. This aspect is because the entire market does not have those products that make people's eyes shine. The innovation of the entire market is in a relatively slow state. On the other hand The increase in economic downlink pressure has actually brought a huge impact for the entire consumer electronics industry. Because the overall income of the residents has not effectively increased, the price of consumer electronics runs in a state of high state of running. The end result is that the entire market is facing relatively large market pressure. If the level of the factory of smartphones in the future is still declining, it is likely that the chip demand will be greatly reduced. This is necessary for the current chip industry. Consider issues.

Third, we have seen that in the past two years, because the entire market is in the shortage of chip, major chip manufacturers have actually expanded production capacity on a large scale, and everyone knows that this production capacity expansion has a sinking cost in economics. Once it starts, it is difficult to stop, so in such a big background, once the chip demand decreases a large scale, it is likely to cause large -scale chip manufacturers The price of the chip declines, and on the other hand, it may also lead to further acceleration of the competition in the chip market. Know the current market risk.

- END -