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A 90% drop! A variety of chip prices avalanche, when Qualcomm experienced the "order-cutting action"
The report pointed out that Qualcomm is going through a "order-cutting action". It has reduced orders for the Snapdragon 8 series by about 15%, and will cut the price of the two flagship mobile chips by about 40% by the end of the year.
According to a report by CCTV Finance on August 15, the supply chain of the chip industry was disrupted due to the impact of the epidemic in the past two years, and the price of chips has skyrocketed. Now, there is a scenario of price cuts in the chip market.
A member of the Information and Communication Economics Expert Committee of the Ministry of Industry and Information Technology pointed out that the price reduction is concentrated in the field of consumer electronics, especially in many major types of chips such as panel chips, communication chips, and analog chips, the price drop is not small. Among them, most of the prices have dropped by more than 20% in the past two months, and some chips have dropped by more than 80%.
According to the secretary of the board of directors of an LED company, the price of light-emitting chips has dropped by 20%-30% year-on-year; the price drop of driver chips may be larger, about 40%.
In addition, the market price of consumer electronics control chips also continued to decline, from a high of 100 yuan to double digits. Taking mobile phones as an example, global mobile phone sales will decline in 2022, resulting in an oversupply of electronic chips for mobile phones. Major mobile phone manufacturers have lowered their shipment targets and cut orders to upstream chip manufacturers.
The report also pointed out that Qualcomm is going through a "order-cutting action", which has reduced orders for the Snapdragon 8 series by about 15%, and will cut the price of the two flagship mobile chips by about 40% by the end of the year. Samsung Electronics said that the inventory of mobile phone memory chips is high, and future sales may weaken further, and the company is working hard to destock.
Time:2024-11-16
Time:2024-11-16
Time:2024-11-16
Time:2024-11-16
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