Semiconductor demand status report this year of 2023 / Summarized By Global Chip Company ( [email protected] )

TI

According to the latest forecast released by Texas Instruments, the scope of weak chip demand is expanding from the previous consumer electronics field to the industrial machinery field, and the time for chip demand to pick up may still be far away.

It is reported that automobile and industrial machinery manufacturers contribute more than 60% of Texas Instruments' revenue. Judging from Texas Instruments' latest forecast, some industrial machinery manufacturer customers, like computer and mobile phone manufacturers, are experiencing slowdowns in orders and current demand. Only the automotive market remains strong.

Texas Instruments said that overall, order conditions were deteriorating as the quarter progressed, with cancellations increasing.

Although Texas Instruments claims that chip demand in the automotive industry remains strong, Summit Insights Group analyst Kinngai Chan pointed out that many automakers have ordered twice as many chips as needed and expect automotive chip demand to slip to pre-epidemic levels in the first half of next year. .

At present, TI delivery time has been shortened for five consecutive months, and most customers have received the message of shortened delivery time. Among them, the delivery times of power management chips and analog chips have dropped the most. Comprehensive big data shows that the TLV702 series has been relatively popular in the past two weeks, and prices have also increased slightly.

Micron

Micron is currently facing a situation where PC sales have begun to slow or shrink, while server sales are expected to show little growth in 2023.

According to Sanjay Mehrotra, president and CEO of Micron Technology: "The industry is experiencing the most serious supply and demand imbalance in thirteen years. There is too much supply of memory chips and insufficient demand, causing companies to hold more inventory and lose pricing power. In the past few years, In March, we saw a significant drop in demand." He said he expects customers to shift to healthier inventory levels by around mid-2023 and chipmakers' revenue to improve in the second half of next year.

It is also understood that Micron is cutting the budget for new factories and equipment, and currently expects expenditures in fiscal year 2023 to be US$7 billion to US$7.5 billion, lower than the previous target of up to US$12 billion. The company is also slowing its introduction of more advanced manufacturing technologies.

But analysts point out that unlike other products in the industry, memory chips are made to industry standards, meaning products from rival companies are interchangeable. Micron's pledge to reduce factory output and slow expansion projects will not alleviate the chip oversupply problem unless rivals follow Micron's lead.

In addition, it is worth noting that Micron Technology also announced that it plans to reduce its workforce by about 10% in 2023 through a combination of voluntary attrition and layoffs. Public information shows that Micron has approximately 48,000 employees, and the 10% layoff means that nearly 5,000 people will be affected. In addition, Micron also stated that it will suspend bonus payments in 2023.

NXP

Recently, there is news that the major manufacturer NXP (NXP) plans to increase the quotation of automotive chips. However, NXP did not respond to this news.

Although the consumer electronics supply chain has entered the inventory destocking phase in the second half of the year, the demand for automotive, industrial control, network communication chips and other applications is still rising, especially the demand for automotive chips. Major IDM manufacturers such as NXP said that car companies Customers are speeding up replenishment.

In response to the continued tight supply chain capacity, NXP established the NCNR (non-cancelable, non-returnable) system to help automobile manufacturers and Tier 1 (first-tier supplier) companies make reasonable capacity allocations. Based on current and 2023 NCNR order levels, NXP's current production capacity can cover 80% of order requirements, which makes the company confident about the long-term market prospects.

It is reported that automotive chips are structural, not out-of-stock. Some product inventory pressures have quietly spread, but power semiconductors and MCUs are still relatively tight at present. The delivery times of automotive IGBTs from major IDM manufacturers are still more than 50 weeks. .

In addition, NXP began to slow down hiring and reduce capital expenditures.

Infineon

Recently, Infineon announced that it has raised its revenue and profit targets. Revenue growth has increased from 9% to more than 10%, and profit margin expectations have increased from 19% to 25%. This seems to confirm Infineon's recent plan to increase vehicle sales. According to the news of chip quotation, it is reported that Infineon plans to increase the price of industrial and automotive components in the fourth quarter of this year. Consumer components will not increase in price, but industrial components will increase by 10% and automotive components will increase by 20%. %.

At present, the supply of Infineon's many industrial control chips and IGBTs is still very tight, among which the Q4 delivery period of IGBTs reaches 39-50 weeks. According to industry insiders, it has become the consensus of many suppliers that the supply and demand gap for automotive-grade IGBTs has reached 50%. At present, automotive grade IGBTs are in short supply and the delivery pressure is high. Orders on hand have been scheduled for the end of this year or even next year.

To meet growing demand, Infineon plans to expand production capacity and its semiconductor factory in Austria was completed last year. The head of Infineon's automotive division said in January that he expected the shortage of its core microchips to end next year, with the situation improving by the summer of 2023.

ST

At present, this year's automotive chip production capacity has been sold out, and the visibility of the backlog of orders has reached 18 months. Among them, the supply of IGBTs is still very tight. Affected by the expected price adjustments at the end of the year by major international manufacturers such as Infineon and STMicroelectronics, domestic orders continue to be overwhelming. Some manufacturers predict that tight supply and demand will continue until 2024-2025, and bluntly stated that "customers hope to lock in orders for 2025."

According to Digitimes, international power semiconductor giant Rohm plans to increase product prices starting from October 1, and STMicroelectronics also plans to increase the price of industrial and automotive power devices in Q4.

STMicroelectronics pointed out that it will focus on the development of the two sectors of industry and automobiles. Industrial and automobiles are the two markets with the strongest growth momentum in the business portfolio. Focusing on promoting and focusing on these two high-growth markets has been the strategy in recent years. Direction is the key to achieving the company's revenue goal of exceeding US$20 billion within three years.

Morgan Stanley pointed out in a recent report that automotive semiconductors such as MCU and CIS suppliers Renesas and ON Semiconductor have issued orders to cut orders for chip testing in the fourth quarter, which is suspected of "chips that have troubled the automotive industry for a long time." The shortage is officially over."

An insider from a joint venture automobile manufacturer said that except for a very small number of high-end chips, the chip shortage problem in the automobile industry has been basically solved. In his opinion, some companies use chip shortages as an excuse for poor sales. At the same time, in terms of demand, he said that many consumers have shelved their car purchase plans recently.

In addition, ON Semiconductor President and CEO Hassane El-Khoury said that ON Semiconductor’s largest revenue growth in 2023 will come from the growth of silicon carbide in the new energy vehicle market. In September 2022, ON Semiconductor announced that it would The expanded SiC factory has been completed and its production capacity will gradually increase by 16 times in the next two years; so far, ON Semiconductor has invested more than US$150 million in the Czech factory and will continue to invest US$300 million before the end of 2023.

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Part NO // Brand // Stock parts Unit

TEA1791T/N1 // NXP // 15000 pcs

TEA19162T/2 // NXP // 5000 pcs

FS32K144HFT0MLHT // NXP // 800 pcs

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S9KEAZ128AMLHR // NXP // 1500 pcs

MKE02Z64VLD4R // NXP // 15000 pcs

S9KEAZ64AVLH // NXP // 5600 pcs

MCF5208CVM166 // NXP // 2520 pcs

FS32K144HAT0MLLT // NXP // 2250 pcs

SPC5606BK0MLQ6 // NXP // 4000 pcs

MK60FX512VLQ15 // NXP // 300 pcs

MK60DN512VLL10 // NXP // 1000 pcs

MK02FN64VFM10 // NXP // 2450 pcs

FS32K142HFT0MLHT // NXP // 2400 pcs

S912ZVMC12AWKH // NXP // 1600 pcs

FS32K118LAT0VLHT // NXP // 1600 pcs

FS32K146HFT0VLQR // NXP // 2000 pcs

74LVC8T245PW-Q100 // NXP // 10000 pcs

MKL03Z32CAF4 // NXP // 10000 pcs

S912ZVCA96AMLF // NXP // 1250 pcs

BUK7S1R0-40HJ // NXP // 6000 pcs

MC33GD3100EKR2 // NXP // 4000 pcs

S9S12GN32BVLC // NXP // 5000 pcs

MC33664ATL1EGR2 // NXP // 5000 pcs

SPC5604BK0MLQ6 // NXP // 3600 pcs

SPC5602BK0CLQ4 // NXP // 1200 pcs

SPC5744PFK1AMLQ9 // NXP // 2400 pcs

MK02FN128VFM10 // NXP // 1500 pcs

S912ZVCA64F0MLF // NXP // 1250 pcs

SC33771CTA1MAE // NXP // 82400 pcs

FS32K118LAT0MLHT // NXP // 3200 pcs

S912ZVML31F1WKH // NXP // 1600 pcs

MCIMX6D6AVT08AD // NXP // 300 pcs

PN553A1EV/C102Y // NXP // 4500 pcs

MKE06Z128VLH4 // NXP // 3200 pcs

LPC802M001JDH16J // NXP // 10000 pcs

MPC8349ECVVAJDB // NXP // 600 pcs

TJA1052IT/2Y // NXP // 4000 pcs

S9S12G48AMLH // NXP // 2400 pcs

S9S12G64ACLH // NXP // 8000 pcs

MKL26Z128VFM4 // NXP // 20000 pcs

PTN36043ABXY // NXP // 20000 pcs

MCF5206EAB54 // NXP // 360 pcs

LPC1837JET256 // NXP // 120 pcs

MFRC52202HN1 // NXP // 54000 pcs

MK10DN512VLK10 // NXP // 960 pcs

STM32F429ZIT6 // NXP // 7200 pcs

FS32K144UAT0VLLT // NXP // 1800 pcs

TEA2016AAT/1 // NXP // 140000 pcs

TEA1995T/1 // NXP // 2500 pcs

TJA1043T/1 // NXP // 2500 pcs

UJA1163ATK/0 // NXP // 6000 pcs

S912ZVLA64F0MLF // NXP // 2500 pcs

SC667633AVM10ACR // NXP // 1785 pcs

S9S12ZVL32F0MLFR // NXP // 2000 pcs

S912XEQ512BVAG // NXP // 1200 pcs

SPC5746CBK1AMKU6 // NXP // 1000 pcs

S912XEG128W1MAA // NXP // 6000 pcs

S912XET256W1MAA // NXP // 6000 pcs

FS32K116LFTOVLFT // NXP // 1250 pcs

S9S12ZVL32F0CLF // NXP // 1250 pcs

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MK66FN2M0VMD18 // NXP // 5000 pcs

MC9S12XEP100MAG // NXP // 3000 pcs

MC9S08PA60AVLH // NXP // 99000 pcs

TLV171QDBVRQ1 // NXP // 2000 pcs

MK22FX512AVLL12 // NXP // 450 pcs

S9S12G48BVLC // NXP // 20000 pcs

FX32K144HAT0MLHT // NXP // 8000 pcs

MCIMX6G2AVM07AB // NXP // 760 pcs

FS32K146HAT0VLH // NXP // 1600 pcs

S912ZVML12F3WKH // NXP // 284 pcs

SPC5605BK0MLL6R // NXP // 1000 pcs

DSP56F805FV80E // NXP // 250 pcs

S912XD128F2MAA // NXP // 1260 pcs

MPC8313CVRAFFC // NXP // 1000 pcs

MK60DN512VLQ10 // NXP // 3000 pcs

MK10DN512VLL10 // NXP // 1000 pcs

MC56F84789VLL // NXP // 1000 pcs

MCIMX6Q6AVT10AD // NXP // 500 pcs

TEA1716T/2 // NXP // 20000 pcs

S9S12ZVL32F0MLCR // NXP // 6000 pcs

TJA1044T // NXP // 30000 pcs

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