Intel will launch the Z390 chipset Coffee Lake processor platform in the second quarter. AMD will introduce the second-generation Zen+ architecture processor platform and the new Vega graphics card. In addition, Intel's new generation of Volta chip graphics cards will enter the market. Shipped. Shipments of Intel, AMD, and Huida's new platforms have continued to fall short of gold and MOSFETs, and prices have soared by 5 to 10% in the second quarter.
MOSFETs have been continuously out of stock since the second half of last year. Since the production capacity of 6-inch and 8-inch wafers has been severely tight this year, EPI epitaxial wafers are also in short supply. MOSFET production capacity cannot be opened in large quantities, and prices have risen. Shipments have risen in the first half of the year. Expect to see 10 to 15%. Legal stocks such as Dazhong (6435), Nixon (3317), Fuding (8261), Jieli (5299) and other concept stocks directly benefitted. In the second quarter, orders were full, order visibility was seen in the third quarter, and operations were all the way. Look to the end of the year.
Although Intel did not launch new processor platforms in the first half of the year, the Coffee Lake processor platform equipped with the new Z390 chipset is about to enter the shipping season. After the launch of AMD's desktop Ryzen APU and notebook Ryzen 3 APU in the first quarter, the second quarter featured the launch of the new Zen+ architecture Ryzen processor in the second quarter and Ryzen Pro APU for commercial notebooks.
In the graphics card segment, the graphics card market is still out of stock due to the fact that the gaming market has maintained a certain degree of warmth, coupled with the continued strength of mining currency demand for bitcoin and ether coins. Ultramicro continues to expand the shipment of Vega graphics chips, using 7nm Vega graphics chips will be available in the second half of the year.
HuiDa also benefited from e-sports and cryptocurrency mining demand. The industry has announced that it will launch graphics cards for mining in the second quarter. GeForce graphics cards with the latest Volta graphics chip will also be available before the summer vacation. roll out.
Intel and AMD’s computer platforms have seen rapid shipments. The sales of AMD and Huida's graphics cards have continued unabated, significantly driving demand for MOSFETs. In fact, because the computing performance of the new generation of computer platforms and graphics cards has increased dramatically, the number of MOSFETs mounted on a stand-alone or single card has averaged 3 to 50% more than the previous generation. However, the MOSFET market is subject to wafer foundry and EPI silicon wafer production capacity. Inadequate restrictions, the supply has not been able to effectively enlarge, will lead to more serious shortage of MOSFETs in the second quarter.
In the first quarter, strong demand for MOSFETs and price increases, including Dazhong, Jieli, and other strong revenues, such as the first two months of sales of Jay Lee 218 million yuan, a 71.6% increase over the same period last year, two large and medium-sized The monthly revenue was 401 million yuan, and Fuding's revenue was 345 million yuan in the first 2 months, which was more than 40% over the same period of last year. The second quarter of MOSFET prices continued to rise, corporate optimistic about the concept of stocks will rise again.
