TEXAS INSTRUMENTS.In April, we saw signs of slowing demand for TI. Logistics, on the other hand, have been badly affected in Shanghai, leading to the closure of many car factories. This has also led to factories outside China receiving grants directly from Arrow. The price of most parts of TI fell. TLV320AIC3104IRHBR, for example, used to be around $5- $6, but has recently dropped to $2- $3. 5331, which used to be $50- $60, is now down to $30. The price of automotive chips has also started to rise recently. Take Stable for example, the hot 92692 chip, the current market price is around $140.
Market conditions for STM are beginning to stabilise and showing signs of decline. The lack of stock and price increases for the F4 series can still be seen in other MCUS where demand is flat. Inactive products (MOSFEts, etc.) have the highest demand for STM products. The part of the price increase, such as STM32F427VIT6 mentioned, from last week to now, this price is still increasing, while other prices have decreased by about 10 times 20%. At present, the delivery time of orders of all STM products is still very long. Delivery is mainly based on distribution, order prices have more or less increased. In addition, the tightening of restrictions on trade goods by STM agents may lead to spot demand still being market-oriented when follow-up orders are difficult, and the subsequent customer shortage will be reduced after the market price rises will gradually stabilize.
Demand for Qualcomm continued to be slow this month as customers stayed in wait-and-see mode. The shortage of Bluetooth materials is greatly alleviated. The price of goods before CSR8670, BC417, QCC3007 and other net celebrities have fallen significantly. There are some stocks out there that clients don't seem to have immediate plans to buy. Netcom material is still in serious shortage, the original factory has no output. The spot price of model AR8031 series, which is out of stock this month, has been bid up to more than 2,900 yuan, with very few shares available for sale. Demand for the AR8035-AL1A has also increased. This month, spot prices surged. It is recommended that netcom customers continue to pay attention to AR8031/AR8035/AR8033 series using base stations. If you have any requirements, please prepare the goods in advance. The part numbers in shortage this month are QCA9880-BR4A-R, QCA9882-BR4A-R, AR8031-AL1A, AR8035-AL1A,QCA9558-AT4A, etc. Quiksol has some stocks like CSR8811A08-ICXR-R,CSR8811A12-1CXR-R,QCC-3007-0-68. Cmqfn-tr-00-0, etc., welcome to exchange.
Due to the external environment, there is not as much demand for NXP as before. The delivery of the plant is based on the status of the project, so this is expected. There are some improvements or delays. Overall, the total lead time for the original factory has not improved. Automotive materials, S series, 12, 32, 64 and other ends with LF, such as CLF, MLF, VLF, LQFP packaging end shortage. Prices continue to rise. The price of materials for f-series cars has dropped slightly. MK series industrial materials are still in very short supply. Prices are still high. The price of the LPC series is expected to start to drop if it comes in. For example, in 1788 there was an even bigger drop from last month to this month, over $10 a piece. The lead time series of i.MX parts is still not optimistic, most of them are still allocated, and the price is still rising; Stay tuned for the brand's next trends.
Broadcom's demand remains weak. In the last month or two, Broadcom has started offering service. As a result, we are seeing the prices of some components coming down. BCM series is currently mainly used in small materials such as PHY, POE and some low-end switching chips. Demand for lines such as high-end chips is uncertain, so if you plan to stock up, you need to be extra careful. PLX and LSI series are still out of stock and there will be no relief in the near future. Shortages can intensify at any time. Product quantity and quality problems will gradually increase. It is recommended that caution be taken to avoid items in the pit when purchasing. Avago's current shortage is mainly concentrated in the automotive sector on the industrial side, which is relatively stable with the industrial control category.
Compared with previous months, renesas has seen increasing demand, mainly concentrated in one year. Mitsubishi microcontroller due to a small customer base, shorter delivery time and low energy consumption, such as M30260/M30280 series. Most projects are assigned, sometimes, after 4-5 months found no delivery schedule is normal after PO issued a year ago, the PO is no timetable for Intersil product delivery time is extended to 78 weeks, affected project for CA3xxx/DG4xx/ICL3xxx/ISL12xxx/ISL2xxxx. Short hot models such as TW2867/HIP4082 are expected to have spot time.
Overall, demand for Realtek increased in April. Demand for audio decoders has fallen sharply this month, while demand for routers and switches, as well as speakers, has increased for the chips used in network cards around computers. The models out of stock this month are RTL8211F-CG, RTL8211FI-CG RTL8192FR-CG, and RTL8812FR-CG RTL8197FH-VG4-CGETC. The customer's US demand for this month is focused on assembly parts. In addition, if you need these RTL8211FS-CG, RTL8304MB-CG, RTL8309M-CG, RTL8363Nb-VB-CG, RTL8211EG-VB-CG, QUIKSOL has better spot purchase resources, welcome to exchange.
In April, there was still a shortage of microchips in cars and communications components. The SHORTAGE of ATA series, PIC MCU and KSZ has intensified, partly because Shanghai has been under lockdown since April. One of Microchip's transportation hubs is in Shanghai. This has led to a backlog of goods and a shortage in the market due to delays caused by Shanghai's closure. Another reason is that delivery times for some parts for microchips have not been alleviated, such as EEPROM. Ethernet chip is the former SMSC brand. This part of Microchip is produced by outsourcing OEM, so there is no way to control the delivery date. As a result, USB, KSZ, LAN, and Ethernet chips have been the major shortage areas since 2021. Some relief is expected in the second half.
Recently, the market situation of ADI is flat, and the demand is reduced due to the low enthusiasm of enterprises. Surprisingly, the overall price remained high even as demand dropped! Still, prices for some popular lines are starting to fall. The linear,DC-DC PMIC portion is still in short supply, prices are high, and it doesn't look like it's going to go up anytime soon. As for Maxim, in addition to the price skyrocketing in Dallas series, there are also some common parts prices rising, such as MAX3430, MAX9916, etc. Lead times for those types of parts have expanded a lot. In addition, some of the Maxim parts that overlap with ADI may have reduced production capacity, and it is worth noting that this allows me to save myself in advance for future shortages...
Onsemi continued to see strong demand for automotive materials and powerplants in March. Currently, MOSFET delivery times are 40-52 weeks, logic devices 30-52 weeks, and rectifier devices 36-50 weeks, and market prices continue to rise. There are still many requirements for discrete devices such as MOSFET, diode, triode and transistor - such as MMBT3904, MMBT3906, 2N7002. The market price of 1SMB59xxx series has fallen slightly, but it is still more than 10 times the normal price. There is also a lot of demand for power management IC this month, such as NCP45520XXX, NCP45521XXX series. For CMOS sensors, delivery times are typically 52 weeks or more and there is little stock in the market. Prices are still high because the collections are expensive. So start now - MT9XXX,AR0521XX,AR0835XX.
Infineon officially began raising prices this month, and dealers have begun raising prices and updating delivery prices. At present, there is still a lot of demand, mainly Mosfet and Mosfet production materials. The current lead time of low pressure is 42-52 weeks. MOS: High voltage MOS 36-52 weeks, IGBT 3950 weeks, 45-52 weeks on automotive materials. In recent years, the demand for automotive grade materials is increasing, and the shortage and price rise are more obvious. The Ipb IRF TLE series of substantive inquiries has also increased. The next spot demand is expected to continue to increase as prices continue to rise due to original factory price increases. For example, the market price of BSZ060NE2LS increased more than 20 times from $0.28. Last year. The present price and delivery time are not ideal. Suggestion: Please place your order asap.
