As globalChipsOEMGiants,TSMCIt has been maintaining a leading position in the market for a long time. However, in the near futureTSMCBoth revenue and net profit are on a downward trendCapacity utilizationIt has also slipped to about 80%, and the market value has also been substantial**. This raises concerns aboutTSMCConcerns about future uncertainties and challenges.
The market environment is causedTSMCOne of the main reasons for business difficulties. withSmartphoneswithComputersand other consumer products demand for declining globallyChipsThe demand in the market also decreases, which in turn affects the whole marketSemiconductorsIndustrial chain. And that's not just trueTSMChas caused an impact, tooSemiconductorsEquipment manufacturers such as:asmlNikonCanonand so on. However, asChipsOEMof upstream enterprises,TSMCThe impact is limited. Compared with other links, there is a certain lag in its impact.
In addition, the rise of competitors has also made also:TSMCUnder pressure. SMIC, Hua HongSemiconductorsand so onChipsOEMThe rapid development of technology and production capacity in mature processes has made it possibleTSMCThe advantages are no longer obvious. At the same time, GF,UMC, forceSemiconductor Manufacturing Co., LtdetcChipsOEMManufacturers are also rapidly rising in terms of mature processes, givingTSMCBrings fierce competition. In order to get the order,TSMCHad to carry out a price reduction strategy.
In order to cope with the dilemma,TSMCA series of measures have been taken to attract customers. First, the company cutCapital expendituresBudget, for delays in the delivery of equipment, in an effort to reduce costs. Secondly,TSMCMassively reducedChipsOEM**, mainly the price is reduced by the 28nm mature process and7nmAdvanced processChipsOEM。This price reduction strategy has sparked widespread discussion in the industry.
It is worth noting thatTSMCSelect the price reduction process7nmThe price reduction of the process exceeds that of the mature 28nm process, which has attracted attention. On the one hand,TSMCSelect Price reduction7nmProcessChipsMaybe it's to compete for Chinese customers, or because7nmProcessChipsDemand has indeed dropped. The report statesTSMCPresident Wei Zhejia was very strong in selling when visiting customers in Chinese mainland7nmProcessChips, and came outTSMCAccelerate7nmProcessChipsShipment news.
On the other hand,7nmprocessChipsIt's not hot on the market at the moment. With the phone andComputersand other consumer electronics productsChipsIt has gradually been popularized to the 5nm process, and even the high-end of the 4nm and 3nm processes has appearedChips7nmThe process is relatively awkward. In addition, new energyCarsForChipsThe demand is still around the 28nm process and has not yet been used7nmProcessTherefore,7nmProcessChipsThe demand is decreasing, tooTSMCOne of the reasons for choosing a price reduction.
The market is rightTSMCThe reaction to the price reduction strategy cannot be ignored. This price reduction may triggerChipsOEMThe chain reaction of the industry increases the possibility that other manufacturers will follow the price reduction.
First of all,TSMCof price reduction actions on othersChipsOEMManufacturers are putting pressure on them. MiscellaneousOEMManufacturers in order to withTSMCCompetition may have to be considered also lower**. This will have a greater impact on other enterprises in the industrial chain, including raw material suppliers and equipment manufacturers.
Second, price cuts could change the market order. TSMCAs the world's leadingChipsOEMcompanies, whose initiatives will have a significant impact on the market landscape. IfTSMCThe price reduction action is recognized and leads to an increase in orders, and other manufacturers may have to follow suit. This will shake the original market pattern and redefine it to a certain extentOEMCompetition rules for the industry.
Finally, the price reduction action will also be rightTSMCto have a lasting impact. Lowering ** can significantly erode a company's profitability, which in turn affects:Investmentsconfidence and market capitalization. In addition, due to the price reduction may attract more orders,TSMCofCapacity utilizationmay increase, which will have an impact on the company's production capacity and equipment needs. Therefore, companies need to weigh the trade-offsCost controland market share.
TSMCThe challenges and the price reduction strategy give rise to a lot of food for thought. First of all, the dilemma faced by enterprises is not only the impact of the market environment, but also closely related to competition and technological progress. InChipsOEMIndustry, technological advancement and capacity enhancement are key to staying competitive. Therefore,TSMCR&D needs to be continuously increased andInvestmentsstrength, improve their own technical strength and production capacity level, in order to meet the challenges of competitors.
Second, the price reduction strategy is a double-edged sword. While price reductions can attract customers and increase the number of orders, they can also have an impact on the profitability and market image of the business. Price reduction strategies must be carefully considered and need to strike the best balance between balancing costs and market share to ensure the continued growth of the business.
Finally, the impact of changes in market demand on enterprises cannot be ignored. withEmerging industriesThe development of technology and the advancement of technologyChipsThe needs are also constantly changing. Enterprises need to constantly pay attention to the changes in market demand, adjust the product structure and development strategy to adapt to the changes in the market.
In short,TSMCThe challenges need to be proactive and find the right strategies to respond to changes in the market. Although the current situation is not optimistic, with the consumption ofElectronic marketplaceThe gradual recovery andEmerging industriesRightChipsThe demand has increasedTSMCIt still has good development prospects. Attaching importance to technology research and development, improving production capacity levels, and flexibly adjusting strategies are yesTSMCThe key to maintaining a competitive edge and achieving sustainable development.