TI: Auto chip prices soar
TI's demand in industrial control, automobile, and medical treatment is still strong, and there is less demand for real shortage materials.
TI's power management chips (TPS series, TLV series, BQ series, UCC series) order delivery and inventory turnover have been loosened, and customers' previous orders have arrived one after another.
Cars are still the mainstream out of stock, and prices are soaring, which is expected to continue next year. In October, the repeated price comparisons of automotive chips that are more in demand have decreased, and the acceptable price level is no longer blindly seeking low prices. Currently, the shipments that can be distributed and have a price advantage are very fast.
The overall situation of TI's current delivery period is not very optimistic. The in-transit and inventory will be given priority to supply to large customers, resulting in the lack of stable supply for small and medium-sized customers. More and more demand is biased towards ordering and ordering, and most factories have already prepared enough safety stocks for this year.
ST: Car driver chips are seriously out of stock
The overall demand for ST is weak, and customers hold a wait-and-see attitude towards prices. The demand is mainly concentrated in the MCU and SPC of the STM32F series, and the VN car series, and there are also some demands for MOSFETs.
There is a serious shortage of automotive drive chips, and spot prices remain high, and it is difficult to return to normal levels in a short time. The price of some general-purpose MCUs has dropped steadily. For example, the price of STM32F103C8T6 is about 6 yuan under normal conditions, and the highest rises to 70 yuan, and the current market price is 11 yuan.
The delivery period of ST's signal chain, automotive simulation and power supply is maintained at 40-52 weeks, and the delivery period of discrete devices such as high and low voltage MOSFETs is about 50 weeks.
ADI: Mainly destocking
ADI's recent market conditions are still not optimistic, and the actual demand and transaction volume are relatively weak.
General materials continue to arrive, and "destocking" is the main theme, prices continue to fall, and some prices are upside down. The price reduction is relatively large, such as AD8606ARZ, which used to be about 30 US dollars, but now it has dropped to about 2 US dollars.
At present, the demand for automobile materials is increasing, and some materials that are seriously out of stock remain high. The demand for Linear has increased relatively, and popular part numbers such as LTC6906 and so on. However, the current capacity allocation is insufficient, and the epidemic has caused some factories to fail to operate normally for a long time, and the supply is still tight. Due to the constant changes in market prices, most customers are still on the sidelines.
The average lead time of ADI is still more than 45 weeks, some high-end analog chip hot materials are not optimistic, some reach more than 80 weeks, and the order price of some products is higher than the spot. The previous information about the decline and fluctuation of spot prices in the second quarter has been overturned in the third quarter, and spot channel dealers are reluctant to sell, waiting for the demand to be released.
NXP: It is said that the price will increase again at the end of the year
This month, NXP's demand for automotive and industrial chips is still strong, and it is still the mainstream out-of-stock, mainly high-end 32-bit MCUs.
Consumer demand is not obvious. The inventory of consumer electronics factories has increased, such as TEA1755 has gradually dropped from $7 in August to about $3 now, and the demand for traditional general-purpose MCUs such as LPCx is also low.
The price of some 32-bit MCU materials remains high due to relatively long production cycle, large demand gap and high spot shortage. In addition, the output of automotive I.MX series, S series and industrial MK series is very small, and the demand gap is relatively large.
At present, NXP's production capacity problem is still being resolved. It is reported that after NXP announced a price increase of 25% in July this year, it will increase again at the end of this year, and the increase is expected to be 10-20%.
Onsemi: Some supply eased
ON Semiconductor's demand in October dropped significantly compared to the previous month, mainly in logic devices, MOS tubes and sensor materials.
NCV, NRV series of automotive-grade chips and NVM series of automotive-grade MOS tubes are relatively out of stock, and the market price is relatively high. In addition, there is a large demand for Fairchild's low-voltage MOS tubes.
In terms of logic ICs, the price of the popular NC7SZ series has dropped, but compared with competing products from TI and other brands, the market price is still on the high side. The spot stock of NCP455XXX series of online celebrity materials has increased, and the price has dropped significantly.
On the whole, the delivery period of ON Semiconductor products is still long, and the supply of some products has eased. In the third quarter, ON Semiconductor’s record-breaking revenue was US$2.1926 billion, a year-on-year increase of 26%. ON Semiconductor stated that it will increase the research and development of silicon carbide products, and the market will still be in short supply in the next five years.
Microchip:32-bit automotive MCU and gateway chips are hot
In November, the overall demand for Microchip was weak, and popular chips were mainly concentrated in 32-bit MCU and gateway chips in the field of automotive electronics.
KSZ8999, KSZ8995, and KSZ9031 are still the main theme of the out-of-stock this month, and the subsequent arrivals are not ideal, and the prices continue to rise. Gateway chip internet celebrity KSZ9031 is still in strong demand this month, and the delivery time of the original factory is still more than 45 weeks. It is understood that KSZ9031RNXIC will arrive in large quantities in December, and the price is expected to ease by then.
The official delivery period of Microchip is still about 50 weeks, and the delivery period of some automotive MCUs is at least 55 weeks. The price remains high, the demand begins to increase, and customer TP is difficult to meet. Q4 has not yet reached the best time to place orders, and the order delivery period is expected to ease in Q2 next year.
Microchip's revenue in the third quarter of fiscal year 2023 will increase by 3-5% quarter-on-quarter to between US$2.135-2.177 billion, which is equivalent to an annual increase of 22.7% based on the median value (US$2.156 billion). 57% of Microchip's revenue in the second quarter came from MCUs, up from 54% in the first quarter, and the proportion of analog ICs dropped from 30% to 28%.
