Recently, TSMC announced the reduction of mature processesChipsOEM** as well7nmProcessChips**。This news has attracted widespread attention at home and abroad, and people have become curious about its price reduction strategy. In order to better attract orders and improve capacity utilization, TSMC decided to adopt a price reduction strategy, however, the market remains cautious about the effect of its price reduction.
Mature processChipsMainly in home appliances, medical equipment,New energyAutomotive and other applications, rightChipsThe performance requirements are relatively low. However, it is worth mentioning that including:SMIC, Hua HongSemiconductorsUMCetcChipsOEMThe technical level of enterprises has gradually caught up with TSMC. This means that TSMC does not have a significant advantage in the field of mature processes. Therefore, in order to attract more orders and improve capacity utilization, price reduction has become a strategy that TSMC has to choose.
However, at the moment exceptSMICand HuahongSemiconductorsetcChipsOEMEnterprises are supported by the Chinese marketChipsManufacturers' capacity utilization rates are declining. This leads to the fact that if TSMC competes by cutting prices, it may trigger a series of chain reactions, or even trigger** Battle。Therefore, there are still certain challenges for TSMC to meet its price reduction target.
7nmprocessChipsThe applications are mainly concentrated in the field of consumer electronics such as mobile phones and computers. However, compared to processes of 5nm and below7nmThe performance of the process is relatively backward, and it is difficult to meet the mainstream level of the current consumer electronics field. On the other hand, compared to a mature process,7nmprocessChipsThe cost is higher, and at the same timeNew energyIt is almost impossible to apply in automobiles, home appliances and other fields.
For these reasons, TSMC was forced to choose to cut prices to win orders. However, for TSMC, it is very difficult to restart the production line after shutting it down, and continuing to open the production line will bring a lot of costs and equipment losses. Therefore, TSMC can only seek orders by cutting prices, although it will put some pressure on profits.
However, this price reduction strategy is for:SMICThis is not good news. SMICR&D has been accelerating7nm, 5nmChipsand hope to enter the field of advanced processes. However, due to the decrease in market demand,SMICdeveloped7nm, 5nmChipsMay face lower than expected earnings. It's worth noting, thoughSMICIt has the support of the Chinese market, and part of the artificial intelligenceChipsCurrently adopted7nmprocess, onceSMICThe technological breakthrough has been completed, and it is expected to be shipped in large quantities in the Chinese market.
For TSMC,7nmChipsThe decrease in market demand, coupled with the gradual catch-up of competitors' technologies, has made TSMC's7nmChipsCaught in an awkward situation. and 5nm and below processesChipsHowever, it is regarded as the core area of TSMC, and at present, only TSMC andSamsungYesOEMProduce.
However, the shutdown and restart of the production line was not easy for TSMC, so they were reluctant to take the initiative to reduce prices. Constrained by market demand and technical constraints, TSMC had to choose a price reduction strategy to seek orders. However, such an approach may put some pressure on TSMC's profits, and it should be noted that in the case of losing the Chinese market, TSMC's7nmChipsThere may be an even greater dilemma.
TSMC is known as a globally renownedChipsOEMThe enterprise has always been leading in technology and high qualityChips**Known. However, due to the decrease in market demand and the rise of competitors, TSMC faces some dilemmas in its price reduction strategy.
SMICAs those who want to enter the advanced processChipsOEMEnterprises are also facing the challenge of reducing market demand. However,SMICWith the support of the Chinese market and the continuous strengthening of R&D capabilities, it is expected to achieve better development in the future.
ForChipsFor the industry, changes in market demand are inevitable. ChipsEnterprises need to pay close attention to market trends and technological developments, and flexibly adjust their strategies to adapt to the changing market environment. In the future,ChipsThe industry will face greater competition and challenges, and only by constantly innovating and improving the technical level can we achieve long-term development.