12/09/2024, 06:32 AM UTC
芯片：主要制造商对成熟制程大幅降价Chips: Major Manufacturers Offer Deep Discounts on Mature Processes
➀ 制造商正以高达六折的折扣价向台湾IC设计厂商提供成熟制程晶圆，以吸引他们下单；
➁ 降价产品主要用于驱动IC、电源管理IC、微控制器等成熟制程芯片的生产；
➂ 驱动IC、微控制器、电源管理IC等成熟制程主力产品的需求疲弱，现在市场已完全变成买方市场；
➃ 在40/45 nm工艺中，价格降幅最大，12英寸晶圆代工价最多降至台湾晶圆代工厂报价的60%；
➄ 由于厂商大幅降价，台湾IC设计厂商增加晶圆订单，引发了一波转单潮；
➅ 以成熟制程为主力的台湾晶圆代工厂如联电、世界先进等，产能利用率已降至70%以下，不利于营收和毛利率，预计市场状况要到2025年下半年才会好转。
➀ Manufacturers are offering significant discounts on mature process wafers to attract Taiwan IC designers, with prices as low as 60% off;
➁ The discounted products are mainly for mature process chips such as driver ICs, power management ICs, and MCUs;
➂ The demand for mature process products like driver ICs, microcontrollers, and power management ICs has weakened, leading to a buyer's market;
➃ The largest price reductions are seen in 40/45 nm processes, with 12-inch wafer prices being reduced to as low as 60% of Taiwan wafer manufacturers' quotes;
➄ There is a wave of switching orders as Taiwan IC designers increase wafer orders due to the significant discounts;
➅ The capacity utilization of Taiwan wafer fabs like United Microelectronics Corporation (UMC) and TSMC, which rely heavily on mature processes, has fallen below 70%, negatively impacting revenue and margins.
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