- Shenzhen announced temporary control, and Huaqiangbei electronic market was suspended
- NVIDIA and AMD graphics cards will usher in a new wave of price reduction
- Samsung TV restarts the pull panel and applauds
- Dongxing Securities: LCD panel price is expected to reach the bottom
- Ideal response: delayed delivery of L9: caused by supply delay of Sichuan range extender factory
- It is reported that TSMC has decided to give up the N3 process because the cost is too high, and even apple is not willing to use it
- The United States controls the advanced chip equipment in Chinese Mainland, and the Korean factories in the mainland are not restricted
- The demand is declining, and the performance of semiconductor manufacturers is under pressure
- Is Apple’s AR / VR head display device ready to go? Or the product trade name has been quietly registered
- Iphone14 will be released soon, and “fruit chain” enterprises will benefit
▎ Shenzhen Futian and Luohu districts implemented 4-day control, and Huaqiang North electronic market was affected
The epidemic prevention and control headquarters of Luohu District and Futian District of Shenzhen issued a notice today (29) to implement temporary control measures for Guiyuan sub district, Nanhu sub district, Sungang sub district, Yuanling sub district, Huaqiangbei sub district and Nanyuan sub district. The implementation time is from 0:00 on August 29 to 24:00 on September 1, 2022. Affected by the control measures, the merchants of Huaqiangbei electronic market suspended their business. Most of the merchants said that the orders would be processed after the resumption of business, and the delivery was delayed. (Comprehensive editor)
▎ inventory reduction is not as expected. It is reported that NVIDIA and AMD graphics cards will usher in a new wave of big price reduction
Because the inventory removal was not as good as expected, after the previous quotation was significantly revised, there was news in the market that the graphics card suppliers would start a new wave of large price reduction at the end of August. The main products were NVIDIA chips, and AMD chips were also unable to escape the fate of price bargaining. The board card manufacturers such as ASUS, MSI, gigabyte, rocknews, and Rita were forced to bear pressure. (Economic Daily)
▎ Samsung TV restarts the pull panel
Samsung Group has made great efforts to reduce inventory, and it is reported that the TV product line has taken the lead in achieving results. The original inventory of 16 weeks has recently dropped to about eight weeks, approaching the healthy water level of six weeks. It has successively notified the supply chain to gradually resume normal delivery. Samsung TV panels all rely on outsourcing. After the resumption of procurement, panel Shuanghu Qun Chuang and Youda benefited the most, and optoelectronic panel cooperation factories such as Jianding, Zhichao and TAIDING also benefited. (Economic Daily)
▎ Dongxing Securities: LCD panel price is expected to reach the bottom
Dongxing Securities pointed out that the LCD panel price has been lower than the cost line for nearly five consecutive months, and small and medium-sized panels are expected to take the lead in stabilizing. The price of liquid crystal panel has been falling since June 2021, and has been lower than the cost line for nearly five consecutive months. According to Qunzhi consulting data, the price of 32 inch LCD panel is expected to be US $26 in September, which is the same month on month. (Securities Times)
▎ ideal response: delayed delivery of L9: caused by supply delay of Sichuan range extender factory
Regarding the delayed delivery of ideal L9 via Internet, the customer service personnel of ideal automobile confirmed to Zhongxin Jingwei that “due to the power shortage in Sichuan, the supply of ideal automobile’s range extender factory in Mianyang, Sichuan was delayed, resulting in the delayed delivery of ideal L9.” (Zhongxin Jingwei)
▎ it is reported that TSMC has decided to give up the N3 process because the cost is too high, and even apple is unwilling to use it
According to the digital blogger @ mobile phone chip master from Taiwan, China chip industry chain, TSMC has decided to give up the N3 process internally because almost all customers, including apple, are unwilling to use it. The development direction will shift to the n3e process produced in the second half of 2023. It is said that N3 has high cost and n3e is more cost-effective. (it house)
▎ the United States controls the advanced chip equipment in Chinese Mainland, and the Korean factories in the mainland are not restricted
East Asia Daily quoted an unnamed diplomatic channel to report that the US government’s export control on chip manufacturing equipment in Chinese Mainland will exempt Korean chip manufacturers and allow Samsung Electronics and SK Hynix to import American equipment from factories in Chinese Mainland. The U.S. Department of Commerce directly explained to the South Korean government that the U.S. export control measures for advanced chips below 14nm will not affect the operation of South Korean chip manufacturers in Chinese Mainland. (Economic Daily)
▎ the demand is declining, and the performance of semiconductor manufacturers is under pressure
The performance of large semiconductor enterprises slowed down. NVIDIA predicts that the sales volume of this quarter will decrease by 15-19% year on year; Micron revised its performance forecast from June to August, and predicted that the sales would approach the lower limit of US $6.8 billion to US $7.8 billion or lower; Intel suffered a final loss in 17 quarters from April to June; Sk Hynix said that there was a trend of inhibiting investment, and customers may adjust the inventory on hand. (semiconductor industry observation, compiled from Nikkei Chinese network)
▎ is Apple’s AR / VR head display device ready to go? Or the product trade name has been quietly registered
According to the trademark application, Apple may apply for a name for its highly anticipated VR / AR head display. If the news is true, this will be the most important new product of Apple since the apple watch in 2015. At present, apple is suspected to have filed trademark applications for “reality one”, “reality Pro” and “reality processor” in the United States, the European Union, the United Kingdom, Canada, Australia, New Zealand, Saudi Arabia, Costa Rica and Uruguay. (Associated Press of Finance)
▎ iphone14 will be released soon, and “fruit chain” enterprises will benefit
A few days ago, the reporter visited several Apple product sales stores in Shenzhen Huaqiangbei, the “first street of China Electronics”, and learned that Apple’s iPhone 14 was about to be released, while the iPhone 13 began to be sold at a reduced price. Industry insiders expect that the iPhone 14 will achieve considerable sales, and the prosperity of the “fruit chain” will be improved, and relevant enterprises will fully benefit. (China Securities Network)
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