The market research organization IHSMa***t recently estimated that the overall wafer area of the semiconductor industry will grow by 4.5% in 2018. NANDSSD will be one of the main sources of growth momentum, and the DRAM market is also on the rise. In addition, the automotive industry and industrial applications are also the current sources of growth.
On February 5, Micron Technology (MICRON) announced that it will raise the second quarter of the 2018 fiscal year (as of March 1, 2018). According to the offer of the Harvest XQ Global Winner System, Micron Technology rose 5.95 on March 5. %, closed at 52.03 US dollars, the highest since September 22, 2000; this year so far rose 26.53%.
Since the beginning of last year, the global semiconductor silicon wafer industry has been in short supply and the price has risen. The relevant manufacturers have limited capacity expansion. Most of the market estimates that this wave of good conditions can last at least until 2019, even 2020, including Sumco/Shin-Etsu. The follow-up results of manufacturers such as /LG/Siltronic/Global Crystal are prosperous.
On March 5th, German silicon wafer manufacturer Siltronic released its fourth quarter 2017 financial report, showing that the company‘s revenue increased by 33.2% (quarterly by 6.5%) to 328.1 million euros, and earnings per share (EPS) increased by 365% annually. (11.8% increase in season) to 2.37 euros. Siltronic’s revenue in 2017 increased by 26.1% year-on-year to 1,177.3 million euros.
According to the financial report, in the fourth quarter of 2017, the price of 12-inch wafers (dollar-denominated) and Siltronic’s overall product line increased by about 30% annually. Demand for Siltronic wafers is still strong in the first quarter of this year (2018), and the current 12-inch and 8-inch wafer production lines are fully loaded; the 6-inch or smaller wafer capacity is also very close to full.
Although the euro exchange rate has risen significantly, Siltronic still expects that its revenue in 2018 will exceed 1.3 billion euros, and its earnings per share forecast will rise sharply. Siltronic CEO Christophvon Plotho said that silicon wafer quotations are expected to continue to rise this year, but the increase should be less than 2017. He also mentioned that customers want to ensure wafer production in advance, so Siltronic has signed some long-term contracts under favorable conditions.
The semiconductor silicon fab said that in the first quarter, the price of each of the major silicon fabs in Japan, Shin-Etsu and Sakae, increased by 10% to 15%, and the price of each of the 12-inch silicon wafers was $90. Although the increase is slightly lower than the original estimate of 20% in the market, industry insiders stressed that prices will increase again in the next few quarters. It is estimated that the annual increase will exceed 20%, and the price of 12-inch silicon wafers will have a chance to stand at $100. He stressed that in addition to 12-inch silicon wafers out of stock, 8 inches are also missing, even with the strong demand for power semiconductors, the 6-inch supply is also tight. The 6-inch and 8-inch gains in the first quarter were not as strong as the 12-inch, but the increase was also around 10%. The overall supply of silicon wafers was tight, and the profit of major suppliers is expected to continue to increase.
The industry expects that the demand for 12-inch silicon wafers is expected to increase by more than 5% this year. On the supply side, equipment delivery will take at least one year, and the growth rate of production capacity will be slow, which will affect the supply and demand gap from 1.5% to 2% last year. Expand to 3% to 4% of this year.