News & Analysis
Comment
goafrit
I will wait for two more quarters to see if this is a pattern or just an ...
yalanand
So looking ahead what are the predictions. Will the prices of 300mm wafter inch ...
Wafer prices declined in Q2, says GSA
Peter Clarke
9/3/2010 7:36 AM EDT
LONDON – Falling wafer prices in the second quarter of 2010 contrasted with rising prices and allocation in the previous quarter, according to a survey conducted by the Global Semiconductor Alliance (GSA).
The median price paid for 200-mm diameter production CMOS wafers fell by 9.5 percent sequentially while 300-mm production CMOS wafers experienced no change quarter-over-quarter at $3,200, according to the GSA, non-profit organization that promotes and supports the semiconductor supply chain.
Participants in the survey also reported a decrease in mask set costs for 200-mm CMOS wafers, with the median decreasing 12 percent sequentially after two quarters of rising charges. The median mask set cost for 300-mm CMOS wafers remained unchanged as it has for three consecutive quarters, the GSA said.
Some packaging costs also decreased in the second quarter, the GSA said citing QFN packages down 5.3 percent in cost.
The survey of Q2 conditions is written up in the GSA's Q3 Wafer Fabrication & Back-End Pricing Report which covers wafer and mask costs by development stage, process geometry, number of metal layers, number of poly layers and epitaxial/non-epitaxial processes. Subscribers can also search assembly costs by such factors as package family, leads, units per week and substrate cost.
Related links and articles:
Wafer prices, allocation up in Q1, says GSA
GSA report on semis cautious for 2010
Signs point to IC downturn, says analyst
|
|
|
|
|
kinnar
9/3/2010 8:01 AM EDT
It shows somewhat strange results as 200nm production is reduced compared to 300nm productions are unchanged, this is somewhat unexpected outcome.
Still it is good for the electronic product industries.
Sign in to Reply
peter.clarke
9/3/2010 11:53 AM EDT
Demand for chips made on 200-mm wafers is clearly dropping faster than the manufacturing capacity is contracting, hence the falling wafer price. While on 300-mm wafers, which tends to be leading edge digital processes and where capacity is increasingly modestly at present, it would seem that demand is climbing at about the same pace.
Nonetheless, on both wafer sizes, it looks like Q2 might represent a transition from an under supply of wafers and rising wafer prices to an oversupply situation. The next quarterly survey from GSA towards the end of the year should reveal what happened in Q3.
Sign in to Reply
yalanand
9/4/2010 6:46 AM EDT
So looking ahead what are the predictions. Will the prices of 300mm wafter inch up higher or will be softer because of double dip recession fears.
Sign in to Reply
goafrit
9/6/2010 7:41 AM EDT
I will wait for two more quarters to see if this is a pattern or just an adjustment in supply/demand
Sign in to Reply