Two months after the earthquake in Japan, the impact on the electronic production chain has surfaced. Micro-controllers (MCUs) have experienced severe imbalances in supply and demand and have already begun to impact on markets such as automotive electronics, home appliances, and consumer electronics.
Microchip CEO Steve Sanghi pointed out that the MCU supply shortage in the third quarter will be more serious.
Because Renesas, the world’s largest MCU manufacturer with a market share of 29%, will wait until October to return to full production capacity, many home appliances and consumer electronics manufacturers have already switched to other suppliers, so not only TSMC (2330), UMC ( 2303) Foundries such as Wafer Foundry, as well as other sealed and test plants such as Riyueguang (2311), Chaofeng (2441), Lingsheng (2369), and Tongge (6257), all received orders from customers and domestic MCU suppliers such as Song Han ( 5471), Shengqun (6202), and Yilongdian (2458) have seen stronger orders for this season and the next season.
The earthquake in Japan led to the shutdown of Renesas Electronics' Nash plant and it is expected to resume work in June. Although Renesas has already commissioned TSMC and Global Foundries to build the plant, according to Renesas, the new plant capacity will have to wait until 8 At the end of the month, it will be released one after another, including the outsourcing of OEMs. It will not be until the end of October to return to the pre-quake supply level.
As Renesas Plant is the most important production center of its MCU, Renesas' share in the global MCU market is as high as 29%. Therefore, during the period when Renesas Plant was suspended, the MCU production chain was rapidly digesting the end-of-line inventory. With inventory at the end of this month, the production capacity of the plant has been too late to open, and the problem of MCU shortage has surfaced, including Japanese auto plants, South Korea and mainland power plants, all of which are unable to produce at full capacity due to lack of MCU.
The industry pointed out that since the MCU is a customized product, it is difficult to switch orders to other MCU suppliers. However, due to Renesas's long recovery time, it is impossible for a car factory with a certification period of more than one year to convert to a new supplier. The power plant or consumer electronics factory in the period of 3-6 months has already begun to change the design and place orders with new suppliers.
Including Freescale, Microchip, Atmel, Texas Instruments, Infineon, Infineon, and other international MCU suppliers, all expressed that they began to see the bill transfer effect, and to seize market share in order to increase production capacity, One after another, it has expanded its orders for wafer foundries and sealing and testing plants.
As for the domestic MCU suppliers, they also see that the single-bill effect is being fermented. Song Han, Sheng Qun, Elan, etc., focusing on home appliances and consumer electronics, are very optimistic about the outlook for the second quarter. Since South Korea and China's home power plant certification of Taiwan MCU plant product line will be completed between June and July, the industry is optimistic that the turnaround effect will be more pronounced in the third quarter, and revenue will be even stronger from 3% to 50% in the second quarter. growing up.
Microchip CEO Steve Sanghi pointed out that the MCU supply shortage in the third quarter will be more serious.
Because Renesas, the world’s largest MCU manufacturer with a market share of 29%, will wait until October to return to full production capacity, many home appliances and consumer electronics manufacturers have already switched to other suppliers, so not only TSMC (2330), UMC ( 2303) Foundries such as Wafer Foundry, as well as other sealed and test plants such as Riyueguang (2311), Chaofeng (2441), Lingsheng (2369), and Tongge (6257), all received orders from customers and domestic MCU suppliers such as Song Han ( 5471), Shengqun (6202), and Yilongdian (2458) have seen stronger orders for this season and the next season.
The earthquake in Japan led to the shutdown of Renesas Electronics' Nash plant and it is expected to resume work in June. Although Renesas has already commissioned TSMC and Global Foundries to build the plant, according to Renesas, the new plant capacity will have to wait until 8 At the end of the month, it will be released one after another, including the outsourcing of OEMs. It will not be until the end of October to return to the pre-quake supply level.
As Renesas Plant is the most important production center of its MCU, Renesas' share in the global MCU market is as high as 29%. Therefore, during the period when Renesas Plant was suspended, the MCU production chain was rapidly digesting the end-of-line inventory. With inventory at the end of this month, the production capacity of the plant has been too late to open, and the problem of MCU shortage has surfaced, including Japanese auto plants, South Korea and mainland power plants, all of which are unable to produce at full capacity due to lack of MCU.
The industry pointed out that since the MCU is a customized product, it is difficult to switch orders to other MCU suppliers. However, due to Renesas's long recovery time, it is impossible for a car factory with a certification period of more than one year to convert to a new supplier. The power plant or consumer electronics factory in the period of 3-6 months has already begun to change the design and place orders with new suppliers.
Including Freescale, Microchip, Atmel, Texas Instruments, Infineon, Infineon, and other international MCU suppliers, all expressed that they began to see the bill transfer effect, and to seize market share in order to increase production capacity, One after another, it has expanded its orders for wafer foundries and sealing and testing plants.
As for the domestic MCU suppliers, they also see that the single-bill effect is being fermented. Song Han, Sheng Qun, Elan, etc., focusing on home appliances and consumer electronics, are very optimistic about the outlook for the second quarter. Since South Korea and China's home power plant certification of Taiwan MCU plant product line will be completed between June and July, the industry is optimistic that the turnaround effect will be more pronounced in the third quarter, and revenue will be even stronger from 3% to 50% in the second quarter. growing up.
HDMI Splitter,HDMI Extender Co., Ltd. , http://www.nshdmicable.com