硅晶圆大厂控制晶圆涨幅,其实都是针对业内小厂?

Release time:2017-04-24
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source:经济日报
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全球前二大半导体硅晶圆厂信越半导体和日本胜高(SUMCO)达成默契,下半年硅晶圆涨幅仅一成,远低于市场传言的三成,跌破市场眼镜。

此外,胜高也与台积电议定四年的供应长约,约定涨幅不会超过四成,凸显面临硅晶圆供不应求的情况,全球市占超过五成的日本二大半导体硅晶圆厂决定维持温和调涨,不希望急涨让部分停产的小厂死灰复燃。



这也是硅晶圆在连二季大涨后,主要供应大厂在价格策略踩煞车,对近期市场传出下半年再涨三成,且明年再涨一倍的传言,浇了一盆冷水。

台积电最大硅晶圆供货商日本胜高,证实对台积电硅晶圆供应价格不会如外传般狂飙,而会采取温和且保证长期供应稳定,不会恣意涨价。

半导体业者表示,全球硅晶圆过去因长期处于供过于求,不堪严重亏损,部分业者逐步停产或出售,例如环球晶近几年就相继收购日本CVS和美国的半导体硅晶圆厂。

但前年半导体硅晶圆逐趋供需平稳,前年下半年一度试着涨价,但短暂调涨一季后就沉寂。

去年下半年,市场担心中国大陆晶圆厂产能开出后硅晶圆恐缺货,因此大量屯积货源,导致供需产生缺口,甚至连测试片都缺货,导致今年首季主要供应大厂调涨硅晶圆售价10%到15%,环球晶圆等本季更扩大涨幅至20%。

不过,近期法人密集拜会中芯、胜高、信越都表示,硅晶圆涨幅不会如外传般大,会采取温和涨价。

对于中国大陆高达十多座12吋晶圆厂将陆续产出,大陆主要供应12吋晶圆的新升半导体现正着手扩大产出,似乎也不想硅晶圆供货遭日商控制。

目前全球硅晶圆已集中在前五大供货商手中,包括信越半导体、胜高、台湾的环球晶、德国的Silitronic、南韩LG等,全球市占率达92%,其中胜高是台积电最大供货商,其次是信越,但信越全球市占高达27%,略高于胜高的26%,预料在二大硅晶圆厂下半年采取温和涨价下,这波硅晶圆涨势,将趋收敛。

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