我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 "现在芯片外贸大单，0.1%的毛利外加账期都做，有时还亏本出，只为维护客户。" 最近，不少主做外贸的芯片分销商感觉到，外贸生意越来越卷了。毛利越来越低，账期要求越来越 高，竞争越来越激烈。 曾经，外贸生意是低迷行情中不少芯片分销商心中的好生意，但现在，连芯片外贸也开始卷了吗？ 可能是啥原因？ 01 芯片外贸 在社交媒体上，也有做芯片外贸的人表示现在外贸大单0.1%的毛利外加账期都做，有时还亏本 出，只为维护客户。 开始没那么好做了 对于还未完全复苏的芯片现货市场来说，比起内卷严重的内贸，外贸曾是不少分销商心中的好生 意，觉得外贸利润高，老外账期短。 此外，从去年的情况来看，芯片外贸的整体情况似乎确实比内贸好一些，再加上美国大选等外部因 素，不少外贸人在去年下半年表示需求有变多。到了今年春节前后，和内贸一样，外贸也出现了一 波需求小高峰。 到了现在，虽然询价还有不少，但有不少主做芯片外贸的分销商都能感觉到，外贸生意越来越卷 了。 最明显的，就是毛利变低了 ...

Core Viewpoint - The article emphasizes the importance of the Japanese semiconductor industry, highlighting its strengths in semiconductor materials and equipment despite its relatively low profile in the global market [4]. Industry Overview - Since Trump's administration, high tariffs have significantly impacted the global semiconductor supply chain, leading to increased focus on Asian semiconductor industries, particularly in China, Japan, and South Korea [3]. - Japan's semiconductor industry, while understated, remains a leader in upstream semiconductor equipment and materials, with Japanese companies dominating three out of five categories in a recent survey of semiconductor materials [4]. Market Position - In the field of photoresists, Tokyo Ohka Kogyo holds a 22.8% market share, with Japanese companies collectively accounting for 75.9% of the market [4]. - Shin-Etsu Chemical leads the silicon wafer market with a 24.7% share, while three Japanese companies monopolize the photomask substrate market [4]. Event Participation - SEMICON Japan is highlighted as a crucial event for understanding the Japanese semiconductor industry, attracting over 1,107 companies from 35 countries in its last edition [5]. - The article promotes a business trip organized by the company to attend SEMICON Japan 2025, which includes visits to local semiconductor companies and universities [5][8]. Business Trip Highlights - The trip aims to facilitate connections with local semiconductor enterprises and enhance collaboration opportunities, as evidenced by previous experiences at similar events [7]. - The itinerary includes participation in SEMICON Japan, visits to notable semiconductor companies, and cultural experiences in Japan [10][11]. Experience and Expertise - The company has extensive experience in organizing overseas business trips, having led over 100 executives to various countries for industry exploration and networking since early 2018 [12].

Core Viewpoint - Wolfspeed, a leading player in the silicon carbide wafer market, is on the verge of bankruptcy due to aggressive expansion strategies, rising competition from Chinese firms, and declining demand from the electric vehicle sector [4][14][15]. Group 1: History of Wolfspeed - Wolfspeed, originally founded as Cree in 1987, became a pioneer in silicon carbide technology, launching the first commercial silicon carbide wafer in 1991 and achieving a market cap of $16.5 billion in 2021 [6][10]. - The company transitioned to focus on third-generation semiconductors, rebranding as Wolfspeed in 2021, which initially led to a surge in stock price and market cap [10][11]. Group 2: Factors Leading to Decline - Wolfspeed's aggressive investment strategy, including over $5 billion in new factories, was misaligned with market demand, particularly as the electric vehicle market's growth slowed [13][14]. - The company's flagship Mohawk Valley factory, which was expected to drive revenue growth, only generated $78 million in the latest fiscal quarter, with a projected capacity utilization of just 25% by the end of 2024 [13][14]. Group 3: Competitive Landscape - Despite holding a 33.7% market share in the global silicon carbide substrate market, Wolfspeed faces increasing competition from Chinese companies like TankeBlue and SICC, which have market shares of 17.3% and 17.1% respectively [15][16]. - Chinese manufacturers have been able to reduce costs significantly, with 6-inch substrates priced at 30% of international levels, further pressuring Wolfspeed's market position [16]. Group 4: Financial Situation - Wolfspeed's debt has reached approximately $6.5 billion, with annual interest payments of about $800 million, while cash reserves stand at only $1.3 billion [14]. - The company's stock has plummeted 85% in 2024, with shares trading at just over $1, indicating a severe decline in investor confidence [14]. Group 5: Industry Implications - The rise of Chinese semiconductor firms represents a significant shift in the global semiconductor landscape, with many investors viewing third-generation semiconductors as a key area for future growth [18]. - China's manufacturing capabilities and market size provide a strong foundation for its semiconductor industry, potentially leading to a dominant position in high-end manufacturing [18].

上【工厂呆料】，搞钱！ 推荐阅读： 点击查看往期内容 芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | BEL FUSE | 0685T3000-01 | 50K | | ADI | ADXRS453BEYZ-RL | 500个 | | ADI | AD9254BCPZ-150 | 500个 | | 英飞凌 | IPLU300N04S41R1 | 4K 2年内 | 服务8000+用户 库存发布、需求匹配、买卖呆料 ↓ ↓ ↓ ▶ TOP4 芯片分销商，又变了 ▶ 暂停接单、原产地判定...芯片人快被逼疯了！ ▶ ST、ADI、瑞芯微...这些芯片涨价了 ▶ TI、ADI涨价，国产模拟芯片悄悄接单 ▶ 风口浪尖上的TI和ADI，怎么样了？ 你 "在看" 我吗？ ...

Core Insights - The article highlights the impressive financial performance of China's major home appliance companies in 2024, with Midea leading the growth with a revenue of 409.1 billion yuan, a 9.5% increase year-on-year [3][4][6] - The growth of these companies is attributed to two main factors: globalization and premiumization, as they adapt to changing market dynamics and consumer preferences [7][10] Group 1: Financial Performance - Midea's revenue reached 409.1 billion yuan, marking a 9.5% year-on-year growth, making it the fastest-growing company among the four major appliance manufacturers [3][4] - Haier and TCL both reported revenues close to 300 billion yuan, with growth rates, while Hisense achieved a revenue of 151.3 billion yuan, reflecting an 8.7% increase [4][6] - Gree Electric Appliances, however, experienced a decline in revenue, reporting 190 billion yuan, a 7.31% drop [6] Group 2: Market Trends - The report indicates a trend of slowing growth in China's white goods market, while the black goods segment is seeing a shift towards high-end and smart products as key growth drivers [7][10] - The overseas market contribution has significantly increased, with major Chinese appliance companies adopting an OBM (Own Brand Manufacturing) strategy [7][10] Group 3: Globalization and Premiumization - Midea's overseas revenue reached 169.03 billion yuan, a 12.01% increase, with overseas sales accounting for 41.32% of its total revenue [8] - Haier's overseas revenue grew by 13% to 1.44 billion yuan, while Hisense's overseas revenue surged by 28% [8] - The article emphasizes that the high growth rates of these companies are primarily driven by their global expansion and focus on high-end products [9][10] Group 4: Strategic Initiatives - Midea has established 22 R&D centers globally, focusing on localized product development to meet regional demands, which has enhanced its competitive edge [13][14] - Haier has successfully implemented a multi-brand strategy and has made significant investments in North America, with 80% of its U.S. sales produced locally [15][19] - TCL's strategy focuses on large-screen products, with a 100.5% increase in shipments of 75-inch and larger TVs, indicating a strong push towards premium offerings [23][24] Group 5: Market Positioning - The article notes that Chinese home appliance brands are becoming increasingly popular in international markets, with significant growth in exports to Asia, Latin America, and Africa [29][30] - Chinese appliance manufacturers have established a strong global presence, with Haier and Hisense leading in various segments, including high-end markets [30][31]

Core Viewpoint - The article emphasizes the importance of the Japanese semiconductor industry, highlighting its strengths in upstream semiconductor materials and equipment despite its relatively low profile in the global market [4]. Industry Overview - Since Trump's administration, high-intensity tariff policies have significantly impacted the global semiconductor supply chain, leading to increased focus on Asian semiconductor industries, including those in China, Japan, and South Korea [3]. - Japan's semiconductor industry, while understated, maintains a dominant position in several key categories of semiconductor materials, with Japanese companies leading in three out of five categories in a new survey for 2024 [4]. Market Position - In the field of photoresists, Tokyo Ohka Kogyo holds a 22.8% market share, with leading Japanese companies collectively accounting for 75.9% of the market [4]. - Shin-Etsu Chemical leads the silicon wafer market with a 24.7% share, while three Japanese companies monopolize the photomask substrate market [4]. Technical Expertise - The semiconductor materials and equipment market is characterized by smaller market sizes and lower profit margins, but it requires high technical expertise. Japan's "artisan spirit" and emphasis on fundamental research have created a unique monopolistic barrier in this field [4]. Event Participation - SEMICON Japan is highlighted as a crucial event for those looking to gain deeper insights into the Japanese semiconductor industry. It is recognized as one of the most influential semiconductor industrial exhibitions globally and in Asia [5]. - The upcoming SEMICON Japan 2025 will feature participation from over 1,100 companies and organizations from 35 countries, with a significant number of local Japanese enterprises [5]. Business Exploration - A six-day business exploration trip to Japan is planned, focusing on SEMICON Japan 2025, which includes visits to notable semiconductor companies and universities to explore opportunities within the Japanese semiconductor industry [5][8]. - The trip aims to facilitate efficient connections between local semiconductor enterprises and participants, enhancing collaboration opportunities [7]. Experience and Optimization - The company has extensive experience in organizing overseas business explorations, having led over a hundred executives to various countries for industry insights and networking since early 2018 [9][12]. - Continuous optimization of the itinerary based on past experiences ensures a rich and professional exploration experience for participants [9].

| 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | ON | NB6L14MNR2G | 1299个 | 23+ | | NXP | MK10DN512VLQ10 | 900个 | 23+ | | 三星 | K4A8G085WC-BCTD | 3500个 | 20+ | | TI | ADS1015BQDGSRQ1 | 20K | 23+ | | ST | STM32L010K8T6TR | 100k | 23+ | | TI | TPS563202DRLR | 1KK | 23-24+ | | TI | TPS4H160AQPWPRQ1 | 180K | 21-22+ | | INFINEON | FP15R06W1E3_B11 | 432个 | 22+ | | Realtek/瑞昱 | RTL8208L-CG | 3300 | 22+ | | TI | DRV8323RHRGZR | 20K | 22+ | | 润石 | RS2299XTQC16 | 100K | 24+ | 芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 ...

以下文章来源于远川科技评论 ，作者何律衡 远川科技评论 . 刻画这个时代（的前沿科技） 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 不啰嗦了，直接进入主题： 问题一：玄戒O1是不是国产芯片？ 这个问题可以换成另一个问题： 苹果 大名鼎鼎的A系列 SoC ， 算不算 " 美国芯片 " ？ 作为当下同行对标与学习的对象，苹果A系列的开山之作A4芯片，在十五年前的初次登场其实算不 上体面。 超过1个小时的发布会上，A4芯片在PPT上的停留时间加起来不到20秒。产业界对A4普遍持"套 壳三星"的嘲讽态度，但这已经是苹果最大限度资源投入的结果。 为了这颗芯片，苹果请来了传奇芯片架构师Jim Keller、IBM顶级工程师Johny Srouji，以及通过 收购PA Semi吸纳的"大D哥"Daniel Dobberpuhl （领导了Alpha和StrongARM项目） 等一众硅谷芯 片设计顶级人才。 随后，苹果又收购了一家做主频加速的芯片设计公司Intrinsity，这也是A4被认为和三星 S5PC110 ...

Core Insights - The article highlights the extensive inventory and capabilities of a chip storage company, including a 1,600 square meter smart warehouse with over 5 million chips valued at over 100 million [1] - The company offers a variety of chips for sale at discounted prices, showcasing specific models, quantities, and their respective years [2] - There is an active demand for specific chip models, indicating a market for procurement [3] - The company serves over 8,000 users, facilitating inventory publication, demand matching, and the trading of surplus materials [4] Group 1 - The company has a smart warehouse with a current inventory of over 1,000 chip models and 5 million chips, with a total weight of 10 tons and a value exceeding 100 million [1] - The company lists various chips for sale, including ON, NXP, Samsung, TI, ST, and others, with quantities ranging from 20 to 100,000 units [2] - There is a procurement request for specific models from SILICON and Infineon, indicating ongoing demand in the market [3] Group 2 - The company has updated 13 inventory lists and is actively serving over 8,000 users, focusing on inventory publication and demand matching [4] - The article encourages users to engage in trading surplus materials, suggesting a proactive approach to inventory management [5] - Additional reading materials are recommended, covering topics such as price changes among major chip manufacturers and market challenges faced by the industry [6]

Core Viewpoint - The current spot market for chips has cooled down compared to last month, with many previously hot models experiencing a decline in demand and prices. However, there remains active demand for storage and analog chips from various brands, presenting market opportunities [3]. Group 1: Upcoming Product Changes - The eMMC chip KLM4G1FETE-B041 is set to be discontinued, with its price rising from approximately 15 yuan to around 30 yuan since May. The last order date is June 30, 2025, and the final shipment date is March 31, 2026 [6][4]. Group 2: Price Trends of Key Components - The LTM4644IY / LTM4644IYPBF voltage regulator has seen a significant drop in demand, with prices falling from 450 yuan in April to about 360 yuan currently [11][10]. - The STM32F103C8T6 MCU remains popular but has experienced a price decline from around 5.5 yuan in April to between 4 and 4.5 yuan this month [14][15]. - The MP9943GQ-Z chip has seen increased demand, with prices rising to approximately 3.5 yuan, surpassing last year's levels [20][19]. - The DDR4 chip H9HCNNNBKMMLXR-NEE has seen a price increase from around 30 yuan to approximately 45 yuan, attributed to reduced production from suppliers [24][23]. - The SE5004L-R RF amplifier has experienced a price surge from about 15 yuan to around 50 yuan, with some quotes exceeding 60 yuan due to high demand and limited supply [26][25]. - The ADL5561ACPZ-R7 amplifier has seen a price decrease from over 60 yuan at the beginning of the year to around 50 yuan [28][27].