Essential
TI: demand continues to decline and prices tend to normal levels
ST: Stable current demand
NXP: Weak overall demand
Renesas: shortens overall lead time
Microchip: Demand rises
ON: focuses on automotive and industrial series
INFINEON: Demand for IPD/IR/IKW series products continues to grow
Qualcomm: Demand remain low
BROADCOM: car materials will become hot again
XILINX: Expects higher demand
Vishay: Improvements in delivery times and prices
LATTICE: Declines demand
ADI: Common materials is sufficient, and the market price drops sharply.
TI: demand continues to decline and prices tend to normal levels
Looking back over the past six months, demand for TI has been on a downward trend. Prices have now returned to normal levels. Due to the rise of domestic analog chips, TI is fighting a price war with Chinese domestic chips in order to maintain and seize more market share, especially general-purpose analog chips (power management & signal chain) have become the hardest hit area for price reduction. In addition, except for automotive materials, the normal delivery period of other series has been restored to 6-8 weeks. And large automotive manufacturers have signed a guaranteed delivery agreement with TI. Hence, it is difficult for TI to be out of stock or soaring prices in the short term.
ST: Stable current demand
At present, the demand for ST is stable, mainly concentrated in the field of automotive materials. Popular products like the VNI4140KTR and VNH3SP30TR-E are usually more expensive. Customers are basically on the sidelines. Whether it is spot or PPV, customers have high requirements for prices. In the next couple years, ST will vigorously promote the development of silicon carbide. ST recently reached a cooperation with Sanan Optoelectronics to produce dedicated SiC devices, which aims to meet the needs of ST Chinese customers.
NXP: Weak overall demand
Overall demand for NXP has been weak in the past six months. Most demand is still concentrated in automobiles and some industrial products. Materials that were in short supply before are still out of stock, such as S912ZV**, 1.MX60**, MK**. The lead time is still more than 52 weeks. While the price fluctuation is smaller. The original factory can transit more easily than before as regional coordination bridged some of the gaps. Moreover, the total number of out-of-stock models is decreasing, meanwhile, the arrival in agent side has increased. Some materials are priced upside down: Legacy 03 is in high demand, so we can make some planning ahead. Now, some famous brands have begun to adjust their original prices, but NXP is still strong. Will NXP follow up with price adjustments like other brands? If yes, when will happen? Let us wait and see!
Renesas: shortens overall lead time
The proliferation of electric vehicles (EVs) has dramatically increased the demand for microcontrollers (MCUs). Japanese semiconductor giant Renesas Electronics reported that Renesas would spend about 48 billion Japanese Yen to introduce production equipment to its three factories in Japan. Renesas planed to expand MCU production capacity by 10%. Renesas Electronics planed to introduce 40 nanometer (nm) microcontroller manufacturing equipment at its core stronghold Naka plant before February 2025, and 130 nm microcontroller manufacturing equipment by March 2025. Moreover, the Kofu plant is expected to reopen in the first half of 2024, with the introduction of related manufacturing equipment by August 2026, due to increasing demand for electric vehicles. Due to the unstable delivery and supply of H8/300H series MCU, market price is also rising continuously. After Renesas Electronics implemented stricter supply controls in February, customers' demand is also increasing to make sure supply. Renesas' overall lead time is shortening, except for some specific shortage series, such as R5F and ISL series.
Microchip: Demand rises
Demand increased in June, compared to May. Demand mainly concentrates in the field of industrial control, specifically AT memory chips, PIC16 series and MIC series. Currently, there are surplus stocks in the general material market, and the price has dropped significantly. The supply of KSZ series and USB series is sufficient in the market. The supply side is reducing stock to reduce inventory pressure, resulting in a slight increase in prices on the agency side at this stage. Generally, Microchip supply is gradually returning to stability.
ON: focuses on automotive and industrial series
On transfer to end markets, particularly automotive and industrial. ON is accelerating innovation in major trends such as automotive electrification and safety, sustainable energy grids, industrial automation, 5G, and cloud infrastructure. ON IGBT orders have a relatively long lead time, because of the strong demand for key power semiconductors like IGBTs in the new energy vehicle market, and the impact of insufficient global semiconductor production capacity.
The overall longer delivery time mainly indicates in the following aspects:
1. Lead time of some 60V MOSFET products is more than one year.
2. Delivery time of Schottky diode MBRSXXX series has increased. Some is as long as one to two years.
3. Delivery time of FCH series is longer than 71 weeks.
4. NRVUB1620CTT4G, NCV57100DWR2G have been eliminated. There is no replaceable solution available so far.
INFINEON: Demand for IPD/IR/IKW series products continues to grow
Demand for automotive materials has fallen sharply. Most demand is concentrated in a few components that are in short supply. The market price of SAK series has dropped a lot, compared with figure in the previous period. In terms of demand, IGBT MOSFETs (IK series) are in great demand. Besides, demand for IR and IPD series continues to rise. For the IR series, customers generally lack some discontinued materials, or wait for better prices for general-purpose materials. While the IPD series shortage is mainly about some new materials. However, currently customers are more on the sidelines, looking forward to a better cost.
Qualcomm: Demand remain low
Customers continue to wait and see. Major inquires are about QCA-9886-0-100DRQFN-MT-04-0, QCA9563-AL3A, AR8033-AL1A. Nevertheless, customers’ target price is too low to accept high spot market price. QCA8337N-AL3B continues to be in short supply, neither spot market nor agents have in-stock material. Netcom expects 0CA7005-AL33 to be in stock. Its price is lower than before, but there is a gap with booking price. Hence, end factories continue to wait and see. The supply of consumer products is saturated. Most are in stock now. Meanwhile, the price of CSR8670 and CSR8675 series is stable. Stock offer on CSR8811A12-1CXR-R, CSRA64215A11-1QQF-R, AR8033-AL1B.
BROADCOM: car materials will become hot again
Broadcom demand has not improved over the past month. Communications and consumption are not good. There is a certain demand for industrial products. It is estimated that industrial products may be out of stock shortly. Let’s keep eyes on Broadcom industrial supply. Although many of Broadcom's series are stable supply, Broadcom's automotive materials have recently become skyrocketing again. Its prices have even soaring to the level in 2021. For instance, BCM89811 and CM89251 have reached over usd10/pcs, and BCM89551 is more than usd20/pcs. Prices are likely to rise as inventories dwindle.
XILINX: Expects higher demand
The main growth relies on the XCKU and XC6SLX series. As for lead times, both the UltraScale and 7-Series will maintain a 20-week lead time until the third quarter of 2023. Also, AMD recently announced that the product life cycle of the 7 series FPGA devices will be extended to at least 2035, and 6 FPGA series devices will be at least 2030, including all speed and temperature grades, providing customers with more long-lasting product protection.
Vishay: Improvements in delivery times and prices
Delivery time for most active components is 16 weeks and up to 52 weeks for some passive components. Vishay has introduced a new AEC-Q200 qualified thick film power resistor, available in a compact SOT-227 package. The new resistor can be mounted on a heat sink. The device features high power and high energy consumption. It also simplifies the design of power devices to reduce costs. Samples and mass production of the new resistors are available now, with lead times of 15 weeks.
LATTICE: Declines demand
Demand was slightly lower. Demand mainly focuses on CPLD and components with low power consumption and small size, such as MX0, MX02, MX03, ISP4000, ICE4000 series. These products are widely used in industrial control and security fields, especially LCMX02-4000HC-4FTG1001. LC4128V-75TN100C, LCMX02-4000HC-4BG2561, LCMX03L-9400E-5BG2561. Additionally, in the field of general-purpose FPGAs, the XP2 series is still relatively out of stock, like LFXP2-8E-5TN1441, LFXP2-5E-5TN1441, particular in 10KLUT series.
ADI: Common materials is sufficient, and the market price drops sharply.
The lead time for common materials has been restored to 13 weeks, but the lead time for some materials exceeds 30 weeks. Lead times will continue to improve in the future. For example, AD8250ARMZ-R7, price has dropped significantly, compared with the beginning of this year due to the arrival in June. Furthermore, materials for industrial control, medical, and automotive applications are still in short supply, facing long lead times and limited spot support. Particularly, delivery time for LTC4260CGN#PBF, LTC3812EFE-5#TRPBF, MAX22288ATG+ are still quite long.
