Among the major global brand mobile phone manufacturers, Samsung's production base is mainly Vietnam, and the rest are mostly based in China. Therefore, the production performance in the first quarter has a more significant impact. Subsequent human return status, supply chain supply status, and whether cluster infections are caused after the factory resumes work are important observation indicators for the future smartphon industry.
According to reports, under the premise of effective control of the epidemic, the forecasting agency maintains that the total number of smartphones produced in the first quarter of this year has maintained a year-on-year decline of less than 10%.
China's current influence on the global electronics industry chain is more profound. According to data from the United Nations Conference on Trade and Development (UNCTAD), China is the world's largest exporter of electrical and electronic components, and its exports are five times that of Germany, accounting for 30% of the world's total exports. Also, Ana Boata, an economist at Allianz Research, said: "The COVID-19 epidemic is likely to bring global manufacturing into recession in the first half of 2020. Electronics and computers are at the highest risk. "
The Samsung and SH Hynix involved this time are both international semiconductor giants and occupy a monopoly position in the memory field.
A person in the semiconductor industry told reporters that the semiconductor industry, such as energy, chemicals, steel and other primary industries, has a similar "cannot stop working" situation; for semiconductor manufacturers, not producing is a loss, equipment depreciation is calculated on an hourly basis.
From the perspective of the global supply chain, memory chips are expected to maintain a rising pattern. Still, the impact on the entire electronics industry chain requires further observation of the spread of the epidemic.
The forecasting agency pointed out that from the perspective of the global supply side, the characteristics of the memory industry is that unless global systemic risks are encountered, manufacturers will not rush to reduce production, and client inventory is still insufficient, even if downstream customers are facing shortages and shortages at this stage. Problems, but will always maintain a specific purchasing power; coupled with the fact that most semiconductor factories have been highly automated, workforce requirements are not high. As a result, DRAM prices continued to rise in the first quarter.
With the development of the epidemic, the price of semiconductors is likely to rise, and the cost of titanium silicide, which is an essential material for semiconductor components, will also be affected.
Titanium silicide power has a high melting point, high corrosion resistance, high oxidation resistance, good electrical conductivity, high-temperature ductility, a binary alloy system the intermediate phase. Titanium silicide is widely used in the manufacture of the gate, source/drain, interconnect and ohmic contacts for metal oxide semiconductor (MOS), metal oxide semiconductor field-effect transistor (MOSFET) and dynamic random access memory (DRAM).
"We have been supplying titanium silicide steadily, ensuring product quality, and guaranteeing stable supply prices," said Rachel, sales manager at Luoyang Trunnano. Please contact Rachel, Global Marketing Leader at Trunnano.
Email: rachel@ihpa.net
