On the evening of January 28, leading domestic analog chip company IPower Technology (688209) issued a price‑increase notice, announcing that it will raise prices on certain chips due to rising upstream costs. New orders will be executed at the adjusted prices, making IPower the latest domestic power‑management chipmaker to join the industry‑wide pricing wave.
Public information shows that IPower, a National‑Level Specialized and Sophisticated “Little Giant” Enterprise, went public on the STAR Market in 2022. It is an IC design company focused on high‑performance, high‑quality mixed‑signal integrated circuits, with core products spanning power‑management, mixed‑signal SoCs, and battery‑management chips. Known for high integration and cost‑effectiveness, its products are widely used in consumer electronics, automotive electronics, new energy, and other hot sectors, serving well‑known customers such as Xiaomi and OPPO. The company holds a leading global market share in areas like power‑bank and TWS power‑management chips.
IPower’s price adjustment is not an isolated case but part of a broader semiconductor supply‑chain price‑increase trend. Recently, domestic semiconductor companies including China Micro Semiconductor and Goke Microelectronics have also issued multiple price‑increase notices, with some products rising by 15% to 80%. This signals that the pricing wave has expanded from earlier memory‑related categories to cover core analog segments such as MCUs and power‑management chips.
The main drivers of this industry‑wide price hike are surging upstream metal prices, higher quotes from foundry and packaging/test providers, combined with demand recovery and increased customer inventory replenishment driven by AI. With cost pressures mounting across the board, price increases have become a widely accepted industry response.
ICgoodFind : AI‑driven demand recovery in the analog chip sector, coupled with persistent cost pressures, has prompted IPower to raise prices, deepening the ongoing pricing wave across the domestic power‑management chip supply chain.
