Semiconductor "cut single storm" officially hit, the panel drive IC factory fired the first shot.Due to the weak demand for panel control, prices falling, the industry, has driven IC factories to cut wafer foundry cast volume, as high as 20 to 30%, last year driven IC factories to earn several share capital has become the past; some consumer IC by the mainland sealing and inflation caused by consumption tightening pressure, also afraid to cut orders.

Taiwan, China listed cabinet drive IC factory including Lianyong, Silicon, Duntai, Tianyu, Ruida, related industries on the stage are not willing to talk much about this.Some people privately revealed that the current environment is really not good, "should cut (order) or to cut", in order to control inventory, "do not place so many orders behind".

Before the outbreak, IC was the least reluctant to produce wafer foundry because of the worst foundry prices, mostly only to "fill in capacity".Unexpectedly, the epidemic brought good demand for electricity, monitors, TV and so on, making the driving IC instantly in short supply, become the market popular fried chicken, the price rose constantly, related manufacturers operating scenery, last year generally earned several share capital.

Now the demand boom receded, especially the panel market conditions significantly revised, the price fell down, dragging down the driver IC market conditions "from heaven to earth", making the driver IC factory unprepared.

Some people do not shy about saying, "the tide receded, you know who didn't wear pants", last year, whether the first, second or even third-line drive IC factories rushed to bid up the train, "IC is equal to money", and even caused the problem of wafer foundry repeated orders.

Now the market from gorgeous return to plain, manufacturers no longer have the opportunity to make money, than who is a thick foundation, strong product competitiveness, "the industry has become the past".

Have drive IC related manufacturers said, before in short supply, many orders, but the capacity is limited, order shipment ratio (B / B value) is about 1.7 to 1.8, but now customer demand is not before, can only cut down part of the wafer foundry orders, let molecules and denominator adjustment, so at present order shipment ratio remains around 1.15 to 1.2, if not cut wafer foundry orders, B / B value is less than 1.

A driver IC factory, who declined to be named, said customer orders had not been cancelled but had been deferred, so wafer foundry orders have not been cut.Another driver IC factory is quietly saying that fabs orders will be adjusted according to market conditions.

Drive IC factory out of the semiconductor cut the first shot, industry research, some consumer IC by Chinese mainland sealing and inflation caused by consumption tightening pressure, also afraid to take the stick cut the order.

Some consumer IC designers pointed out that this year, some additional purchase capacity, now the situation has changed, this part will assess the order, leaving capacity for other companies who still need.