
Time: 2022-04-25 17:43:38
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1. Renesas Electronics: 10% increase across the board in January 2022
Renesas recently announced that the price of the whole line of products will rise by 10% from January 1, 2022, including the dialog products newly acquired by Renesas. The price increase is mainly due to the capacity constraints of front-end (wafer), back-end, testing and packaging and raw materials, resulting in a significant increase in costs for suppliers. It is worth noting that some old models of household appliances will be discontinued and the production capacity will be transferred to vehicle specification IC.
According to a price increase notice sent by Renesas electronics to customers, Renesas electronics said that in order to maintain the supply and long-term production of Renesas electronics, it decided to increase the pricing of most products of Renesas electronics and newly acquired dialog products. The price increase will officially take effect on January 1, 2022. The price adjustment letter did not disclose the specific increase of product price adjustment.
Renesas Electronics announced that customer orders shipped before January 1, 2021 will be received at the current price. After January 1 next year, all existing orders and new orders will be processed at new prices. It is reported that prior to this, Renesas electronics has repeatedly sent price adjustment notices to customers.
It is worth noting that the products increased this time include dialog products newly acquired by Renesas. Public information shows that the dialog product line focuses on the power management chip market. In addition to apple, its customers also include Samsung, Xiaomi, Panasonic, etc., as well as some wireless communication services.
2. ADI: from December 1, 2021, the whole series of products will increase by 6%, and then increase by 10% - 20% in January 2022
Recently, the market of ADI continues to be hot, and the product price is also rising. The demand is mainly concentrated in server and automobile products. The price of general-purpose products is relatively stable due to a small amount of arrival from the original factory last month. In addition, ADI announced that the price of the whole series will increase by 6% from December 1, 2021. According to insiders, by 2022, ADI may announce a new round of price increase, which is expected to be more than 10%. It is expected that the market will be in a state of sharp price rise at that time. At present, the demand for ADI has increased significantly, the delivery date of some materials has been more than 90 weeks, and the subsequent prices are also bullish.
Previously, in November, ADI had issued a price increase letter, saying that due to the rising costs in all aspects of the supply chain, it would increase the prices of some products in ADI and its maxim product portfolio from December 5, 2021. For Maxim products that are not affected by the additional price increase, the price increase plan of 6% previously communicated will continue to be implemented.
In addition, Meixin, ADI's brand, will also announce the price increase as required by the headquarters. It is expected to issue the price increase letter in February and March 2022. The specific increase is unknown. At present, the delivery date of Meixin's general-purpose material products is about 26 weeks, and the delivery date of special material number products is basically more than 40 weeks.
3. Toshiba: prices will rise again in January 2022
Toshiba recently announced that due to the rising prices of raw materials, logistics and other supply chains and the increasing pressure on the company's profitability, Toshiba electronics itself has been unable to absorb the cost, so it has decided to officially raise the price from January 1, 2022, and the specific price increase has not been announced.
It is reported that optocouplers are the most commonly used isolation devices in power switching circuits, with a wide range of applications. Due to the rapid development of wearable devices, Netcom products, smart appliances, consumer electronics, electric vehicles, cloud servers and 5g base stations, the demand grows rapidly. At present, the main suppliers of optocouplers include Broadcom, Toshiba, Renesas, Vishay, Rohm, Guangbao, Yiguang, tiandian, etc.
In the case of a significant increase in market demand, the demand for optocouplers and related components began to increase greatly from the fourth quarter of 2020. The tight production capacity in 2021 was more serious. Guangbaoke and Yiguang successively increased their prices, jumping at least in double digits, and even the highest increase of 30%.
4. Qualcomm: increase Bluetooth products on December 31, 2021
Qualcomm is expected to stop production of ar8031 and ar8035 series chips, and some of them will be in short supply next year. This month's popular out of stock model ar8031, the spot price has been fried to more than 1200 yuan, the follow-up original factory has no output, and the shortage cannot be alleviated in the short term. In addition, Qualcomm recently announced that it will raise the price of its Bluetooth products for the second time from December 31. Among them, qcc51xx series will increase by 17%, qcc30xx series by 6%, csr8670 / csr8675 by 21%, csr8811 series by 15% and csr8615 / csr8635 by 13%.
5. Melexis: the price of the whole line will increase by 15% in January 2022
According to the official announcement, melexis will increase the price of the whole line of products by 15% from January 1, 2022, mainly due to the rise in the cost of raw materials and all aspects.
6. Tyco Electronics: price increase from January 2022
Recently, Tyco Electronics issued an increase notice to customers, saying that it would update the price from January 2022 to cope with the increase of logistics, raw materials and labor costs in the market. The new price will apply to all shipments from January 3, 2022.
7. Siemens: adjusted from January 1
On December 1, Siemens released the notice on price adjustment of Siemens WA products. From January 1, 2022, Siemens will adjust the prices of 24 product series, including VDI box, Zhiyi, Lingyun, Ge, damping ground plug, Haorui, ground plug, Zhiqi, Yingcai and Lingzhi module, with an increase of about 3% - 5%.
8. Sidon lighting: price rise from New Year's Day
On November 15, Sidon lighting released the notice of price rise of Sidon lighting products. According to the notice letter, in order to continue to provide high-quality products and services to all partners, Sidon lighting decided to adjust the price of lighting products, and the overall product increase was 3-5%. Among them, business license products, home decoration products and industrial public construction products all increased by about 3-5%. The price adjustment will take effect on January 1, 2022.
9. Simon Electric: since January 1, ERP prices of most products have increased by 5% - 10%
This year, with the continuous rise of materials, labor, packaging, freight and other costs, the company takes giving priority to internal digestion as the primary principle, and it is difficult to achieve the goal under the background of continuous rise. After careful consideration, the company makes price adjustment and business policy adjustment. From January 1, 2022, the ERP price of most products will be increased by 5% - 10%, and the do channel will be cancelled by 2%.
In recent times, the sound of price rise related to the semiconductor industry has been rising again and again. 2022 is coming. The production capacity of automotive diodes and power management chips is tight. At the same time, the price increase notice of some semiconductor industry enterprises has been renewed. The whole semiconductor industry is still full of tight production capacity and rising costs. In 2022, the semiconductor industry is still not easy. Perhaps it will spend a year of being hit by capacity and demand and forging ahead.
10. MediaTek and Ruiyu: the price of WiFi 6 chip was increased by about 10% in the first quarter of 2022
11. Lianyong: price increase will start in 2022
12. Xiangshuo: from January 2022, the products of the whole line will increase by 20%
13. Xinhua: further increase in 2022
14. Wanghong: increase the NOR flash quotation by 5% - 10% in the first quarter of 2022
15. Peng Cheng: the price increase for non long-term customers will be implemented from January 2022. The specific increase depends on the situation of customers
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