According to market analysis, the rise of the price of metal raw materials directly impacts the chip packaging link. Packaging is a key process for chip manufacturing. It involves the construction of precise physical structure and electrical connection. For example, copper column convex block technology is a new generation of chip interconnection technology. It is used to connect integrated circuit chips and substrates, which is essential for electronic products that realize miniaturization and lightweight. With the development of electronic products in a lighter and shorter direction, this technology has become the mainstream choice for advanced packaging. During the package, a large amount of copper foil is also required as a substrate material, which further exacerbates the demand for copper metal.
However, since the beginning of this year, due to the increase in demand for electric vehicles and power grids, and the interruption of production of some mineral countries, copper prices have gone through a rapid rise. The prices of Lun copper and Shanghai copper have reached a new high in recent years, which have constituted huge cost pressure on the entire electronic manufacturing industry, especially the semiconductor industry. Similarly, the prices of other important raw materials such as gold and nickel have also increased significantly, which further exacerbated this trend.
It is particularly noteworthy that many of the companies that have announced price increase are involved in the supply of power management chips. This type of chip is very sensitive to packaging costs, so it has become the first category to publicly announce prices. Industry insiders have revealed that the domestic power management chip market is particularly fierce, and various companies are seeking to maintain reasonable profit margins, and the rising cost of raw materials has undoubtedly increased this challenge.
Through interviewing industry experts and related listed companies, we have learned that the rise in packaging costs has different impacts on companies of different sizes. Some large or listed companies have a high -end positioning of their products and have a large amount of shipments. Therefore, they have a certain bargaining ability at the cost side and they have less affected. Small and medium -sized companies are facing more severe challenges. They often rely on price competition to maintain market share, so they are more difficult to feel more difficult under the pressure of rising raw material prices.
Bu Rixin, a senior person in the investment consulting industry pointed out that smaller companies rely on price advantages in competition, and relatively limited profit margins make it more vulnerable to the price fluctuations of upstream raw materials. He also mentioned that although the competitive environment of the current chip industry is not healthy, it is difficult to change the status quo in the short term. However, some companies with funding advantages may integrate market integration through mergers and acquisitions, thereby gradually improving the overall market ecology.
Looking forward to the future, the trend of metal prices and the cost changes and subsequent impacts brought by the chip industry need to be further observed. Analyst Chen Xiaorong pointed out in his latest research report that although the current rhythm of copper prices is relatively fast, the consumer side is relatively stable, and the processing materials are still maintained. In the long run, with the acceleration recovery of global manufacturing demand, the copper supply demand pattern will continue to improve.
In summary, the rise in metal prices has caused a lot of impact on the semiconductor industry, especially for small and medium -sized enterprises that depend on packaging processes, how to cope with rising costs will be a key issue in the future. For the entire industry, this is both a crisis and an opportunity to promote enterprises to accelerate the pace of technological innovation, increase product added value, and at the same time promote industry integration to welcome future market challenges with a healthier attitude.
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