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OpinionTECH

Global Chip Shortage Eases: Mature Process Prices Drop 30%, Consumer Electronics Costs Decline

SIA data shows mature process chip (28nm+) prices have fallen 30% from 2024 peak, easing cost pressure on consumer electronics. Smartphone and PC prices beginning to decline.

Semiconductor Industry Association releases latest report showing mature process chip supply tightness has significantly eased.

Price Trends

  • 28nm process: Prices down 30%
  • 40nm process: Prices down 25%
  • Mature process overall: Down 30%

Root Cause Analysis

  • New capacity releases (domestic wafer fab expansion)
  • Demand slowdown (AI chips occupy advanced processes)
  • Inventory adjustment completed

Market Impact

  • Consumer electronics costs down 5-10%
  • Average smartphone prices declining
  • Smart home products seeing more promotions

Advanced Processes

7nm and below advanced processes still in short supply, AI chip demand continues strong.