The delivery date of products is lengthened The crystal plate price falls instead
Estimate according to originator and chief analyst Malcolm Penn of the research institution Future Horizons of overseas market, the achievement of second quarter of market of crystal plate displays and presents great growth, but what made him puzzled is, those crazy suppliers let the crystal plate price drop continuously unexpectedly while the delivery date of products lengthened.
Some crystal plate manufacturers are busy catching up with the city taking rate and unfolding loyalty to the main customer, so as to forget the semi-conductive undertaking needs by drawing and lifting the average price (ASP) of the products again And commercial, should pay the bulky basic construction cost. And exactly the great chance of development of a market in 2010, no matter the products production and growth motive force of the amount of money are very powerful, and look in expectancy of surmounting the analysts continuously, Penn shows.
The market manifestation in 2010 influences analyst’s prediction of 2011 years more or less too; At the seminar of an industry of May, Penn predicts 2011 will be another good year, reachable 28% of growing up rate: We are obviously in the prosperous summit now, and will face the low ebb next, when it is but will and how darkly prosperous to glide it will be valley floor He asks oneself. The market growing up rate to 2011 years of other analysts predicts that mostly the unit figure.
Now the semi-conductive industry can say that face recovering on the market with comprehensive model; The order is fully loaded with, customers are storing goods, placing an order repeatedly one after another, and supplier’s productivity is pressing, delivery date is lengthened But curiously, except the market of memory body, the average price of all other domain crystal plate products has been dropping. Penn shows that feels uncertain: This is a most absurd state of crystal plate industry, it should be the skyrocketing time everywhere of the semiconductor component price now; The commerce, economic system and industrial circle are really crazy, will let the product cost continue dropping while supplying pressingly.
Because is in short supply, the semi-conductive customer makes the single situation and happens in the first half of 2010 repeatedly, Penn points out: Play and does not equate with repeated outloading only repeatedly; Once this kind of situation takes place, supplying the end must keep up with the demand situation. The intersection of now and the intersection of memory body and market, whole the intersection of IC and the intersection of product and average selling price (ASP) Already been lower than the financial storm before taking place, even dropped continuously; The level, and raised up continuously before the component ASP of the memory body is returned to the financial storm takes place.
Penn quotes the semi-conductive trade in the world and counts the organization (WSTS) Materials,it is whole without being pointed out semi-conductive IC for products selling prices average of field, it is November of 2009 the market will sell a dummy status, glide continuously. He thinks, if the semi-conductive manufacturer wants to show loyalty to the key customer, it is not a reason that lets the products ASP drop; Such trend only can let to continue expansionary to face the risk forever semi-conductive industry.
If semi-conductive manufacturer should be ensured, Penn proposes they can’t change the cooperative agreement to should sign the five -year one with the customers, the long-term order is promised, and improve the productivity and expand and plan, share the investment risk as the beginning comes to the manufacturer to get ultimately. And he thinks, if the industrial circle of the crystal plate should really recover and survive, extremely need cash flow of rebuild, profit and investment strategy. It is rich to have only at hand, could afford the miniature huge cost brought of the process for preparing, and meet the deep ultraviolet light micro image (EUV) , required cost that paid of new technology such as 18 inches of wafers.
Tags: crystal, IC, The semiconductor
