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Influenced by COVID-19, China's first quarter of the chip production decreased by 4.1%

According to the China National Bureau of Statistics, China's chip production fell by 4.1% in the first quarter, and only 5.1% in March.

This is the worst manifestation since 2019, the main reason is that the demand for consumer electronics and the sealing of the new crown epidemic (COVID-19) caused by the new crown epidemic.

As a major semiconductor town in China, the epidemic (COVID-19) that has lasted for more than a month has affected the upstream and downstream of the chip industry chain. From the perspective of the distribution of the integrated circuit industry, the scale of the integrated circuit industry in my country's Yangtze River Delta occupies half of the country. Here semiconductor companies cover all upstream and downstream links, and Shanghai is also a gathering place for the integrated circuit industry.

At present, Shanghai has been locked down for more than a month in order to prevent and control the spread of the epidemic(COVID-19). It is reported that some large semiconductor manufacturers such as SMIC and Hua Hong Semiconductor have difficulty obtaining components, and chip production in March fell by 5.1%.

Recently, a leading chip equipment manufacturer said in an interview with the media:

In terms of domestic logistics, drivers departing from Shanghai are affected by the epidemic control at the receiving place and cannot deliver normally; delivery from other places to Shanghai will be controlled for more than 14 days, resulting in foreign suppliers reluctant to deliver goods to Shanghai and affecting the delivery time of purchases .

Separately, executives at Chinese auto and hardware companies last week expressed concerns about supply chain disruptions as more regions announced stricter precautions after reporting local coronavirus (COVID-19) cases, including in Kunshan and the iPhone mega-factory. Located in Zhengzhou.

The latest news shows that after the national teleconference on ensuring logistics flow and promoting the stability of the industrial chain and supply chain was held on April 18, the Ministry of Industry and Information Technology immediately took action to implement the "whitelist" system for supply chains in key industrial chains, and established the automotive, Daily scheduling mechanism for leading enterprises in key industrial chains such as integrated circuits, consumer electronics, equipment manufacturing, agricultural materials, food, and medicine.

Shanghai and Suzhou have also announced the whitelist of key supply chain companies and key supporting companies for resumption of work, covering domestic semiconductors such as SMIC, Hua Hong Semiconductor, China Micro Corporation, Shengmei Shanghai, Wanye Enterprise, Zhichun Technology, and Feikan Materials. Industrial chain companies also include Shanghai subsidiaries of overseas semiconductor companies such as ASML, TSMC, Fanlin Semiconductor, Amkor Packaging and Testing, ASE,and ENJOY LED.