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The price of silicon has gone up again!
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Author:kaozhankj
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Published time: 2018-09-21
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On foreign capital circle from semiconductor silicon wafer price gains could be less than 10% next year, and to further cut silicon wafers stocks investment rating, including ring spherulite, the crystal silicon wafer factory in the near future and major semiconductor companies negotiate contract price for the first half of next year, the industry was already preliminary agreement, contract in the first half of 2019 the average forecast is raise 7 ~ 9% in the second half of this year, 12 inches silicon wafers average unit price to $108 to $112.
New production capacity for semiconductor silicon wafers won't be available until the second half of 2020 and will be in short supply for the whole of next year, the industry said. In terms of the price trend of next year's contract, the first half of the year will see a rise of 7-9%, the second half of the year will also see a rise of 5-7%, the annual increase will be at least about 15%, the outside is not correct about the price increase in the next two years will be gradually reduced.
Semiconductor silicon wafers have been in short supply so far this year. The 12-inch silicon wafer contracts that first-tier wafer foundries and memory factories clinched in the first half of the year cost around $95. That means the average contract price for a 12-inch silicon wafer is back above $100 after almost eight years at the horse.
Thanks to the new contract price, which came into effect after July, silicon wafer factories' revenue was strong in August and also hit a record high. The combined revenue of huanqiu jinghua, a leading manufacturer, rose by 4.6% in August to 1.591 billion yuan, an annual increase of 30.4% and a record high for a single month. The company reported a 1.2 percent increase in consolidated revenue of $865 million in August, an annual increase of 49.6 percent and a new record monthly revenue. Combined revenue rose 2.0 percent to $423 million in August, and the annual increase of 49.2 percent was also a record monthly revenue. They also expressed optimism that September revenue would hit another record high.
As prices continue to rise, silicon wafer factories have also seen a great leap forward in profit, and the corporate bullish huanqiu, jinjing, and other companies in the third quarter will be significantly better than the second quarter.
Among them, juridical optimistic forecast that spheroidal crystal could earn 3 capital stock this year, and the annual net profit per share of synthetics has the opportunity to challenge more than 3 yuan, and the annual net profit per share of jiajing has the chance to see between 1.5 and 2.0 yuan. Relevant operators do not comment on corporate estimated financial figures.
For silicon fabs, full capacity is now in full operation, and revenue and profit performance are expected to be higher in the first half of next year after price increases.
According to Chen quanxun, President of China nonferrous metal industry association, currently China's silicon industry is in a strategic transition period, facing multiple challenges such as adjusting market demand, intensifying trade disputes, strengthening innovation capacity and improving development quality, and the task of transformation and development is very difficult.
According to Chen, China's integrated circuit imports totaled 1.76 trillion yuan in 2017, far more than the 1.1 trillion yuan of oil and natural gas, making it the largest import, but integrated circuits using 12-inch silicon chips are almost entirely dependent on imports.
Chen Quanxun said, silicon industry must first adhere to innovation and development, the needs of national strategy, strive to break through the electronic level key core technology and technology of the polycrystalline silicon, monocrystalline silicon production, through the development of intelligent manufacturing, completely solve the problem of product batch stability, promote the industry towards the high-end, satisfy our country integrated circuit such as the need of modern manufacturing industry development and maintenance of national security.
Zhao jiasheng, vice President of China nonferrous metal industry association and President of silicon industry branch, also said at the meeting that under the background of national support for the development of new materials and new energy industry, silicon industry still has great potential for development.
New production capacity for semiconductor silicon wafers won't be available until the second half of 2020 and will be in short supply for the whole of next year, the industry said. In terms of the price trend of next year's contract, the first half of the year will see a rise of 7-9%, the second half of the year will also see a rise of 5-7%, the annual increase will be at least about 15%, the outside is not correct about the price increase in the next two years will be gradually reduced.
Semiconductor silicon wafers have been in short supply so far this year. The 12-inch silicon wafer contracts that first-tier wafer foundries and memory factories clinched in the first half of the year cost around $95. That means the average contract price for a 12-inch silicon wafer is back above $100 after almost eight years at the horse.
Thanks to the new contract price, which came into effect after July, silicon wafer factories' revenue was strong in August and also hit a record high. The combined revenue of huanqiu jinghua, a leading manufacturer, rose by 4.6% in August to 1.591 billion yuan, an annual increase of 30.4% and a record high for a single month. The company reported a 1.2 percent increase in consolidated revenue of $865 million in August, an annual increase of 49.6 percent and a new record monthly revenue. Combined revenue rose 2.0 percent to $423 million in August, and the annual increase of 49.2 percent was also a record monthly revenue. They also expressed optimism that September revenue would hit another record high.
As prices continue to rise, silicon wafer factories have also seen a great leap forward in profit, and the corporate bullish huanqiu, jinjing, and other companies in the third quarter will be significantly better than the second quarter.
Among them, juridical optimistic forecast that spheroidal crystal could earn 3 capital stock this year, and the annual net profit per share of synthetics has the opportunity to challenge more than 3 yuan, and the annual net profit per share of jiajing has the chance to see between 1.5 and 2.0 yuan. Relevant operators do not comment on corporate estimated financial figures.
For silicon fabs, full capacity is now in full operation, and revenue and profit performance are expected to be higher in the first half of next year after price increases.
According to Chen quanxun, President of China nonferrous metal industry association, currently China's silicon industry is in a strategic transition period, facing multiple challenges such as adjusting market demand, intensifying trade disputes, strengthening innovation capacity and improving development quality, and the task of transformation and development is very difficult.
According to Chen, China's integrated circuit imports totaled 1.76 trillion yuan in 2017, far more than the 1.1 trillion yuan of oil and natural gas, making it the largest import, but integrated circuits using 12-inch silicon chips are almost entirely dependent on imports.
Chen Quanxun said, silicon industry must first adhere to innovation and development, the needs of national strategy, strive to break through the electronic level key core technology and technology of the polycrystalline silicon, monocrystalline silicon production, through the development of intelligent manufacturing, completely solve the problem of product batch stability, promote the industry towards the high-end, satisfy our country integrated circuit such as the need of modern manufacturing industry development and maintenance of national security.
Zhao jiasheng, vice President of China nonferrous metal industry association and President of silicon industry branch, also said at the meeting that under the background of national support for the development of new materials and new energy industry, silicon industry still has great potential for development.
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