2015 at the start of the New Year, PLC chip price is doubled, the chip from 1 * 8 more than five pieces of up to 12 ~ 13 yuan/star today. This is probably the rise in the price of optical communication products for the first time according to the several packaging manufacturer, the prices are the result of chip manufacturers joint deliberately; But there is also a manufacturer analysis said price is helpless, the market is not good, chip kui the sell, demand continues to grow, still lose a sell, long the bottom go to, chip manufacturers only closed, had no other prices.
In our survey, some PLC divider companies said helplessly, chip up how much, divider should increase how much, but has the winning project can only crustily skin of head loss of the do. But there are people said there have been manufacturers began to move foreclosures, how to deal with the late now has not yet been determined.
Packaging manufacturer for price increases
Have expressed anger at vendor, because as early as two months ago, south Korean chip manufacturers have begun to intentionally don't release cargo to the mainland manufacturers, in order to find the reasons for price increases. Moreover, although the domestic manufacturers better chip has been adopted in size, but the capacity is still insufficient to meet growing demand.
Divider, but analysts PLC chip had bottomed out, the price should be is inevitable, but he believes the PLC chip prices rose a bit unusual, according to his analysis of 6 inch wafer reasonable price is in 350 to $400, but due to the recent factories let out a small amount of goods, now the price of the wafer has been Fried to us $600 to $700, even with less than the spot cash.
And industry insiders say the price cycle will not be too long, in the long run, prices will fall, but depends on two aspects: one is except south Korean manufacturers (e.g., Israel, Japan, the manufacturer), how much price does not rise, if can't hold with Korean factory to make deliberate, may break down the price of this alliance, but the capacity is very limited. In addition domestic chip manufacturers, such as the hong hui, sea ray on the core, still can wait, if can achieve mass production as soon as possible, will pull down the price of a new round of cycle. Second, since last year, China mobile's large-scale project subject to tender, many enterprises are in the delivery date, if the operators are reluctant to increase, foreclosures branching device manufacturers, finally by the operator intervention, even the anti-dumping, will eventually cause prices dropped sharply.
Packaging manufacturers, of course, there is no lack of identity rise in price, because the chip is too low a price, but suddenly rose more than twice, it is difficult to accept, China mobile has just released PLC divider of a large number of orders, the supply of packaging manufacturers in the middle of the loss and who will go to the equally? For this kind of situation, the core of the problem is still domestic manufacturers severe homogeneity competition, while the core of the domestic market demand can't control the market, only by holding foreign producers.
Price increases to help domestic PLC chip industry through loss situation
In fact, after the 2012 ~ 2013, the downturn in the last two years, PLC divider chip price before the price is essentially negative profit, no enterprise willing to suffer losses of state for a long time, all the way up, especially market demand rise in prices is also under the unfair competition of market behavior. Domestic manufacturers shi jia, in particular, after just mass production PLC chips, first the price down by south Korean chipmakers, forcing shi jia losses even fend off of other domestic chip manufacturers; A market after the ice, shi jia so firmly develop PLC chip is not easy. The rise in price, you can at least help foster better save long-term losses. Also will inspire other manufacturers to speed up the chip batch production progress.
But the Korean chip manufacturers should overnight collective price of the agreement, is not so much as under the competition of market behavior, rather more from colluding prices under control. For this type of manipulation of the price of the non-market factors, we should not indulge, but it is helpless to we are unable to grasp the core of competition in the market, while the market demand is big, but also can only be foreign manufacturers by the nose. In the future we can only hope that more domestic manufacturers to realize batch production, help the domestic market to get a reasonable market price.