Rohm, a major automotive chip manufacturer, has raised prices by 10%, and NXP will also join the price increase camp

（The picture comes from the Internet）

　　According to media reports, from the IC agent, system side and power component supply chain, Rohm will officially increase the quotations of new and old products from October 1, 2022, with an increase of 10%. Some product lines Quote increases vary. Another international chip maker, NXP, also reported the news of raising the price of automotive chips.

　　ROHM is a major power semiconductor IDM manufacturer in Japan, and its silicon carbide power semiconductor business is particularly advanced. In recent years, ROHM's business focus is tilting towards automotive applications. NXP is in the first echelon of global automotive chips, and its core products are automotive-grade MCUs.

　　The report pointed out that people in the power semiconductor industry admitted that there is also a structural shortage of automotive chips, and power semiconductors and MCUs are still relatively tight. It is understood that the delivery time of automotive IGBTs from major IDM manufacturers is still more than 50 weeks, and the supply chain is still widely rumored. , In 2023, automotive chips include power semiconductors, etc., and the rally may continue.

　　This is not the first time that a major auto chip IDM manufacturer has reported that prices will increase in the fourth quarter.

　　Recent market news that STMicroelectronics, Texas Instruments and Infineon are planning to raise prices for industrial and automotive components in the fourth quarter. Consumer components won't rise in price, but industrial components will rise by 10%, and automobiles will rise by 20%.

　　There are two reasons for the price increase: rising raw material costs and strong market demand.

　　In the letter of price increase, Leita Fujimura, chairman of ROHM Shanghai subsidiary, pointed out that the cost structure of raw materials and other materials continued to rise. In order to cope with the company's follow-up investment plan, production capacity deployment, and increasing demand, the company decided to increase the price;

　　NXP said at the latest performance briefing that the penetration of new energy vehicles is accelerating, and the next supply shortage will bring the company a steady stream of orders. Based on current and 2023 NCNR (referring to its non-cancellable, non-returnable) order levels, NXP's current capacity can only cover 80% of order demand. At the same time, the company is confident in price stability as supply and demand will not ease;

　　Looking ahead to the second half of the year, Infineon said that vehicle production will continue to be restrained by material shortages and supply disruptions, resulting in limited room for growth in the automotive market in the second half of the year. Nonetheless, the fundamentals of the ADAS and electric vehicle markets are intact, providing the company with strong structural growth opportunities;

　　STMicroelectronics also said that due to the restocking cycle of the automotive supply chain and the trend of electrification and digital transformation, the visibility of the backlog of orders in the automotive business is still 18 months, which is much higher than the company's current supply capacity.

　　It is worth noting that, in terms of categories, in addition to the power semiconductors and MCUs mentioned above, automotive analog products also have extended delivery times and rising prices.

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