爆发|瞬间爆发！路由器卖爆了？全面缺货！路由器也“芯荒”？！_公司|昆山|芯片|价格|原材料

<br />文章图片 <br /> <br /> 某网络通信产品公司副总经理余晓青：销量的部分，去年我们营业额大概每个月3000万美元，今年我们每月约3500万美元。<br /> 江苏昆山：“芯荒”烧到路由器网通芯片全面缺货 <br /> △央视财经《正点财经》栏目视频 <br /> 部分路由器品牌出现供货紧张，那么，供货紧张的原因是什么？目前网络通信产品的上游制造情况怎么样？ <br /> 位于江苏昆山的台资企业仁宝网路是全球规模较大的网络通信制造商，下游客户为欧美、亚太等地区的电信运营商。负责人介绍说，疫情以来，公司营业额几乎逐月递增，公司也在近期扩充了产线，但目前芯片等上游原材料供应紧张，制约了出货量。<br /> <br /><img alt="爆发|瞬间爆发！路由器卖爆了？全面缺货！路由器也“芯荒”？！" onload="javascript:ImgReSize(this)" src="https://p6.itc.cn/q_70/images03/20210511/92d5c9d6beff4c46bc878beffc78d8af.png" /> <br />文章图片 <br /> <br /> 负责人带采访人员来到公司的仓库，这里摆放着各类原料芯片。负责人说，公司每个月的生产要用掉约230万枚芯片，目前库存严重不足，只能满足企业一个星期的生产需求。<br /> 通常，一个路由器的主要原材料有芯片、铜、塑料等，其中芯片就占到约一半，是最大的成本构成。采访人员走访昆山当地多家网通产品制造企业了解到，近期原材料价格的上涨压缩了企业的盈利空间。<br /> <br /><img alt="爆发|瞬间爆发！路由器卖爆了？全面缺货！路由器也“芯荒”？！" onload="javascript:ImgReSize(this)" src="https://p3.itc.cn/q_70/images03/20210511/888123d881e74360b5d594541005dec7.png" /> <br />文章图片 <br /> <br /> 采访人员黄雅洁：我手上是一个即将完成的家用路由器，整个主板的机身上一共有八枚芯片。其中最核心的一枚芯片，进价从去年的二季度到现在已经上涨了15% 。<br /> <br /><img alt="爆发|瞬间爆发！路由器卖爆了？全面缺货！路由器也“芯荒”？！" onload="javascript:ImgReSize(this)" src="https://p8.itc.cn/q_70/images03/20210511/8da8f558e5304235870c50a120230d9b.png" /> <br />文章图片 <br /> <br /> 某网络通信产品公司原料采购经理陈朝威：芯片整个交期都延长了，有的芯片跟材料的交期会长达到一年，甚至以上。<br /> 昆山海关向采访人员表示，当地电子产品企业集聚，对芯片需求量很大，芯片短缺从去年二季度便开始显现，无论是汽车、消费电子，还是网络通信等领域，芯片供应普遍紧张。芯片进口呈现批量少、批次多的新特征。<br /> <br /><img alt="爆发|瞬间爆发！路由器卖爆了？全面缺货！路由器也“芯荒”？！" onload="javascript:ImgReSize(this)" src="https://p8.itc.cn/q_70/images03/20210511/f0ca2bd1dffe4dba8979744917a0ebb0.png" /> <br />文章图片 <br /> <br /> 南京海关所属昆山海关关长杨芳明：设置了集中查检中心，对芯片等紧缺的原材料，做到随到随检，迅速验放，效率提高到原先的三倍。今年一季度昆山进口的芯片达到了179亿元，增幅也达到了20% 。<br /> 海关数据显示， 4月份，我国进口集成电路约2149亿元，同比增长13%；1-4月累计进口集成电路8222亿元，同比增长19% 。<br /> 这些，用户都在看 <br /> 步子迈大了！新希望养猪单季亏超6亿，股价大腿斩！董事长喊话：要检讨！<br /> 彻底疯狂！6000的螺纹、1300的铁矿石、2600的玻璃……一天见证多个历史！还要继续疯？<br /> 茅台5连跌，刚刚失守1900元！3个月跌没了一个五粮液…<br /> 罕见！这只大牛股刚创历史新高，实控人号召全员增持，赔了算公司的！近6年市值已涨9倍……<br /> 重磅！第七次全国人口普查数据即将公布；史上罕见，美国卫生纸价格大涨，通胀率或飙升，未来会加息吗？<br /> 《证券时报》旗下专注上市公司新媒体平台 <br /> ●一手信息 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