The reporter learned from a company engaged in the production of LED chips that due to the downstream demand growth of LEDs, the upstream epitaxial wafer and chip expansion capacity have not been fully released. At present, the supply of chips is obviously tight, and the price of chip substrate materials has continued to rise, and the price of chips is also increasing. Brewing up.
China Merchants Securities analysts believe that the chip shortage may be only temporary, from the perspective of the entire industry, the chip price increase momentum is not big.
However, this person believes that at present, electronic components are still in a relatively prosperous cycle, but it is expected that there will be a short-term correction in the fourth quarter of this year. First, because the company experienced inventory adjustments during the off-season, in addition, the production capacity of related electronic components will reach production in the fourth quarter.
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