Realtek (2379-TW) Recently, it has been reported that the audio codec (Audio Codec) has been cut down by a major American notebook manufacturer. The supply proportion has dropped from 80% to 20%. The orders have almost been cut in half. The outside world fears that Realtek will restrict the supply of wafers. As a result, it cannot be shipped smoothly.
Realtek responded that it is indeed unable to meet all the needs of customers, but currently there is no significant change in the market share.
Realtek is a leading audio conversion chip manufacturer, accounting for more than half of the market. Its layout covers PCs, laptops and other fields. With the outbreak of the epidemic this year, the demand for housing economy has surged, and laptops are also out of stock. Realtek is the largest audio conversion chip factory. Operations also benefited.
However, due to the full load of orders in the production supply chain, the production capacity of wafers and packaging and testing terminals is fully tightened, and the pressure of price increases on the wafer side is high. Although IC design companies are actively grabbing production capacity, the capacity that can be obtained is relatively limited. President Huang Yiwei revealed at the law conference this season that the order demand is still quite strong, but the lack of wafer capacity is the biggest variable in Realtek’s operations.
Since the third quarter of this year, Realtek has been affected by the shortage of wafer and packaging and testing capacity. The supply sequence is set internally, and the production capacity is allocated according to each product line and customer situation. Although the audio conversion chip has caught up with the notebook shipment wave, it is no longer For the top five product lines, there is a crowding-out effect. In order to ensure the supply proportion, customers turn to other suppliers to obtain goods.
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