Under the influence of the epidemic and various emergencies around the world, the global chip industry fell into a shortage of stock in 2021. Now it has been a year, and the shortage of chips seems to have not eased. Below, we have collated the latest market developments of the original chip manufacturers such as ST, Renesas, NXP, ADI, ON Semiconductor, Microchip, Qualcomm, etc., so that you can have a good idea of the market situation.
ST: Large shortage of high-end products and automotive chips
Most stockists have been selling off since the prices of ST products have fallen back, but this month has seen a small rebound. For example, STM8S003F3P6TR and STM32F103VCT6, two pieces of material, have seen a small price increase. It is worth noting that the market price of ST's brake system chips has recently soared, and other automotive chips have also risen, and there is still a large shortage of high-end products and automotive chips, and delivery times are still long.
In addition, ST's original fab is expected to readjust its production capacity after December 25, with orders from smaller customers expected to be included in the production schedule and capacity to improve. The original own fab has also put into production STM8S003, 005, STM32GXXX series, but with TSMC wafer series such as STM32LXXX series and automotive grade, there will still be a shortage in the first half of next year.
Renesas: 10% increase across the board in January next year
Renesas has announced a 10% price increase across all products, effective January 1, 2022, including its newly acquired Dialog products. The increase is mainly due to capacity constraints on the front end (wafer), back end, testing and packaging, and raw materials, resulting in significant cost increases for suppliers. It is worth noting that some of you electric old model material number will be discontinued, the capacity to transfer to the car IC.
NXP: Announcement to warn of first wave of stock-outs
Recently, NXP's original manufacturer issued an alert announcement to its customers to remind them to stock up in Q4 to prepare for the shortage wave in Q1 2022. For now, there is a large gap in the supply of MK series, with most customers' orders scheduled to 2023. 78 weeks is the lead time for MPU, MCU and clock chips, and there is a serious shortage of KEAN series from Q3, with NXP giving an average lead time of around 52 weeks, and some materials not even available yet.
In addition, NXP automotive chip in some time ago to ease, so many customers are in a wait-and-see situation. However, it seems that the actual arrival of the original factory quantity is not as much as expected, for some shortage of automotive chips, the original factory has implemented the allocation system, all agents of the warehouse inventory also need to be approved by the original factory deployment shipments.
ADI: 6% increase in full range of products from 1 December
Recently, the market situation of ADI continues to be hot, and the price of ADI products is also rising. The demand is mainly concentrated in server products and automobile products. General model of products due to the original factory last month has a small number of goods, so the product price is relatively stable. In addition, ADI announced a price increase of 6 percent across its range, effective December 1. According to insiders, BY 2022, ADI may announce a new round of price increases, which are expected to be more than 10%, and the market is expected to be in a state of price inflation. At present, the demand for ADI is obviously increasing, and the delivery period of some materials has been more than 90 weeks, and the subsequent price is also rising.
In addition, ADI's brand Maxim will also announce a price increase as required by the headquarters. It is expected to issue a price increase letter in February and March next year. The specific rate of increase is unknown.
ON Semiconductor: delivery times of up to 80 weeks
ON Semiconductor has started to see a significant increase in market demand since Q4, mainly in logic ICs, Mosfet and image sensors. Of these, there has been a significant increase in demand for 74 series logic ICs. Due to capacity constraints, ON Semiconductor's current product lead times are all in the range of 30-50 weeks, with some products even having lead times of up to around 80 weeks.
Due to the recent surge in demand for medium and high voltage MOS tubes, which has led to an increase in market prices, coupled with the fact that many factories are currently tilting their production capacity to automotive products, low voltage MOS tubes are now almost out of stock and some have lead times of over 50 weeks. In addition, the recent news that ON Semiconductor will again adjust the order window for some of the material orders will not be able to cancel. This shows that ON Semiconductor's shortage situation will continue for a longer period of time.
It is worth noting that due to the continuous explosion of demand for smart driving in new energy vehicles, ON Semiconductor image sensors are also experiencing a large shortage of stock, with prices rising again and again. NTD, NCP, NCV series are all in short supply, and the shortage is expected to continue into the Q2 of next year.
XILINX: 6/7 series out of stock severely
Currently, XILINX 6/7 series materials are seriously out of stock. This series has been OEM produced by Samsung before. However, due to the recent conflict between Samsung and Silas in cooperation negotiations, Silas has been unable to obtain production line capacity for this series, and it is expected that the shortage of this series will continue for a period of time.
The demand for FPGA and CPLD products of Xilinsi has exploded, and the overseas market is even hot. The price is generally raised from tens of dollars to hundreds of thousands of dollars.
Microchip: Extended product delivery time
It is reported that The recent negotiations between Microchip and TSMC on the wafer capacity schedule are not smooth. The tight capacity will lead to the extension of product delivery, and most of Microchip's products may be out of stock for a long time. The good news is that the price of The SMSC series of Microchip has fallen back, such as USB2514BI, 2514B, KSZ9031, KSZ8081, USB2517, LAN8710 and LAN8720. These materials that were especially out of stock a few months ago are slowly easing now, and many goods have arrived successively. But prices are still at mid-high levels.
CYPRESS: Serious stock hoarding
At present, the shortage of CYPRESS MCU has been alleviated, and more customers have found alternative localised solutions, resulting in serious stock hoarding of CYPRESS.
Toshiba: There will be another increase in January
TOSHIBA Electronics has decided to raise prices from January 1, 2022 due to rising prices of raw materials, logistics and other supply chains. The company is under increasing pressure from profitability, and cannot absorb the costs itself, TOSHIBA Electronics has decided to raise prices from January 1, 2022.
Qualcomm: December 31 increase in Bluetooth products
Qualcomm, Netcom chip still serious shortage, AR8031, AR8033, AR8035 series in short supply, the original factory output is expected to be even less next year, some models will be discontinued. This month's popular out-of-stock model AR8031, spot price has been speculated to more than 1200 yuan, the follow-up original factory output for the time being, shortage of short-term can not be alleviated.
In addition, Qualcomm recently announced that from December 31 onwards will be its Bluetooth products for the second price increase. Among them, QCC51XX series will increase by 17%, QCC30XX series by 6%, CSR8670/CSR8675 price increase of 21%, CSR8811 series price increase of 15%, CSR8615/CSR8635 price increase of 13%.
DIODES: Lead time extended to 40-50 weeks
DIODES has extended the lead time to 40-50 weeks for its original products, and has indicated that, in addition to the shortage of wafers, the original production capacity is also very tight, as most of the original production capacity is allocated to automotive and power management products, which indirectly leads to the lack of normal supply of discrete devices, a type of product with a low unit price.
Infineon: orders need to be placed at least a year in advance
Infineon, the market is still a serious shortage of goods, Infineon's product delivery until now has not been alleviated, mainly in the Mosfet and switch class chips, etc., some agents feedback that end customers need to place orders at least a year in advance.
At present, Infineon's MOS products are basically in the state of distribution, low-voltage MOS delivery time is 42-52 weeks, high-voltage MOS delivery time falls in 36-52 weeks, IGBT material delivery time falls in 39-50 weeks, automotive-related chip delivery time falls in 45-52 weeks. It is gratifying to see that, despite the long lead times at this stage, tight materials are being delivered. However, the original manufacturers have also recently mentioned that automotive chips such as IGBTs will be even more in short supply next year.
Overall, the strong demand for semiconductors has not changed, and the long-standing global shortage of cores has not been fundamentally alleviated in Q4 this year. From the perspective of MCU and automotive chip supply, as the major automotive plants gradually resume production capacity in the second half of this year, these two chips, which will bear the brunt of the shortage of cores at the end of 2020, are on the verge of further shortages. Seektronics are always here to solve your shortage of electronic components!
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