Tight supply capacity, lack of "core" trigger price rise has become a trend.
Currently, chip makers in your interactions with investors, said the chip production capacity is tight, is to strengthen production management, do our best to meet the main needs of customers.
In 2020, according to world market share of haisi IPC chips more than 60%, and 70% share in China‘s city, and a complete coverage of high, medium and low-end product lines and dominance in the field of the IPC SoC chip. However, since the United States to crack down on huawei has led to the sea is no longer for security chip manufacturing, caused the gap.
After a declined to be named said: "the current chip prices rose sharply, after client order we can‘t guarantee can supply; And chip products sell how much is the production, fundamental can‘t satisfy the market demand."
Open since this year, the security of core situation has not alleviated, many security chip, module associated enterprises have repeatedly raise prices, security industry zong-shan zhang last month, according to the purchase of security products, a large enterprise security equipment prices rose by an average of about 15%, while the other large security company equipment has to rise up to 30%.
In the whole security products out of stock prices, lack of core when can alleviate? A number of respondents were told the author, that the cycle or will last until the end of 2022.
In this context, the enterprises have officer xuan products in short supply for many times, at the beginning of April, said the current video chip demand, the upstream production capacity is relatively tight, while the company production increasing, but still unable to meet the full needs of customers, the company will do our best to meet the main needs of customers.
At the same time, due to increased security chip production costs, to maintain the company good profitability, the company for some products price has been adjusted.
Chip makers also said that, according to needs of security chip, resolution, AI in coding ability. Now its chip coding capacity of 4 k, 8 k coding ability when to launch, depending on the demand of the market; At the same time, the back-end video NVR chip has entered the stage of validation and the back-end, performance specification covers mainstream NVR product demand, the product plan to market in the second half of this year.
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