Flyking Weekly Express 20230504
Demand for NXP's Products Has Decreased
There is still considerable demand for NXP's products that focused on automotive parts, industrial parts, and non-generic parts. Price competition for products in these areas will keep being fierce. However, NXP's overall demand has decreased compared to last month. Shortages across the market are gradually easing and the lead times of most products have been improved. A large number of products are expected to arrive in Q2.
?
Demand for MCUs Keeps Increasing
In recent years Renesas' supply of MCUs has exceeded 3.5 billion, half of which is focused on the supply of MCUs in the automotive sector. Throughout this month, Renesas Electronics has seen a significant increase in the supply of MCUs, especially the R5 and R7 series, which are already facing supply shortages. The lead time of these two series of products has been extended to 40-50 weeks. In addition, the supply of R8A series is also very tight with an unstable lead time. It is expected to remain out of stock. Moreover, Renesas has announced the development of the first 22nm product in the RA MCU product family, which is expected to be fully available in the fourth quarter of 2023 and will greatly optimize the next generation of MCUs.
?
Infineon Is Facing High Inventory Pressure of Power Devices
Infineon?is facing face high inventory pressure due to the recent market demand for power devices being greatly reduced. Despite this, the market demand for automotive MCUs is still hot and some part numbers are still hard to purchase. The lead time of TLE series is around 50 weeks.
?
TI’s Prices Return to Normal Level
Due to the overall market environment, TI is also experiencing a reduction in demand to be handled. Most of the market price of generic products has gradually returned to normal levels. Customers can get better prices from original manufacturers and agents, so they are also more focused on finding opportunities to further reduce their costs. However, the price of PIMC remains relatively high.
?
领英推荐
Customers Are Gradually Accepting Long Lead Times
Judging from the market situation at the beginning of this year, the lead time schedule of Microchip's popular products is relatively difficult to recover. Although Microchip has raised prices by 5-10%, prices will still tend to rise in the future as some products continue to be out of stock. In terms of future, the lead time of?Microchip's popular products is still unstable.
?
Demand For Lattice Is Low
For Lattice, market demands remained low this month, so there is still significant inventory pressure. As a result,?many regular product prices have returned to normal levels. In terms of supply, lead times have not improved apparently for most of the Lattice series products, but the LFXP2 series is about 12-16 weeks ahead compared to its previous 52-week lead time. However, due to lower market demand, it is only a matter of time before the lead times for Lattice products are reduced.
Analog Devices’ Lead Time Has Shortened
Overall, Analog Devices' lead times have been shortened and its prices have increased by approximately 15%. It can be seen that the supply of most automotive parts has improved. The lead time for some parts has been reduced from 26 weeks to 12 weeks, and the supply of the ADUMxx series has remained stable. However, the supply of LTC series is still very tight and the strong market demand has extended its lead time to 50 weeks.
?
High Demand For Onsemi’s Automotive Parts
Although the overall market demand is currently declining and prices are falling, the demand for automotive parts is still strong and arguably increasing. Therefore, Onsemi is also facing a shortage of image sensors, MOSFETs, and transistors. Customers stated that it is more likely to face delayed delivery. Due to supply shortage, the lead time for MBRS-xxx series has exceeded 50 weeks.?In addition, demand has increased for the NCV887001D1R2G, which has little?supply in the market.
Visit?Flyking's official website?for more industry information.