up to date! January component spot market reference (including price increase notice)

（一）NXP

In December, due to foreign Christmas and New Year holidays, the overall demand at the factory side decreased. NXP's automotive and industrial products are still out of stock, which cannot be resolved in the short term. The MK series has been in short supply this year, and the MK64FN1MXX has been in short supply for a whole year, and the price is still at a high level. Some 1.MX, MC and other parts are still out of stock. The lead time of some regular materials has been advanced to about 35-40 weeks from the original 52 weeks.

It is reported that NXP will usher in a new round of price increases, with a rate of about 15%, which will increase the cost a lot. It is recommended that customers with urgent production needs, when they encounter materials that are in stock and at a suitable price, they can purchase the goods first.

(二)ST

The demand for STM in December is still at a low level, and the price of car specifications is sky-high, making it increasingly unacceptable to customers. The prices of 01 and 03 series MCUs are relatively stable at present, and the car specification MCUs and F4 series MCUs are still out of stock. The specific models include STM32F429ZET6, SPC560B50L3B4EOX, etc.

(三)Renesas

For Renesas, the overall demand in December dropped significantly compared to November. The demand is mainly for automotive-related fields or unpopular materials, such as R5Sxx/R7Sxx/R7F70xx/HDxx and so on. The supply side is gradually improving. At present, the order delivery time has been shortened a lot (at least 52 weeks before the order order), the delivery time of the ISLxx series is back to about 36 weeks, the delivery time of the clock series is back to 36 to 42 weeks, and the delivery time of the MCU R5Fxx/R7Fxx Adjusted to 22~36 weeks: However, some MCU production capacity is still tight, such as M3026xx/M3062xx still hovering above 52 weeks.

In addition, Renesas will increase product prices starting from the 1st of next month, most of which will increase by 10% to 15%. Both new orders and orders in transit will be affected. Please pay attention to the price change notice.

(四)Microchip

In December, the overall demand for microchip was weak, and the price dropped sharply. A large number of agents arrived, and the factory had a lot of dead materials in stock. Like KSZ9031RNXIC dropped from 30-40usd at the beginning of the month to 10usd, and ATMEGA88PA-AU dropped from 2usd to about 0.8usd. In December, the factory customers have started to do the business of arranging orders and ordering, and they are more able to accept the delivery date and are not obsessed with spot demand. And those who have spot demand are also waiting to see the arrival situation after the Spring Festival before deciding whether to place an order.

（五）Xilnx

In December, XILINX issued a new round of price increase notice. The notice mentioned that starting from January 9, 2023, the price of XILINX will increase by 8%, of which the price of Spartan 6 series will increase by 25%.

From the perspective of client demand, the demand for the 6 series is relatively large, but the delivery date of the original factory is expected to be maintained until the end of 23, and the prices of some materials are still high, and the expectation of the supply side of this series is relatively high, which needs to be based on the actual situation of the customer project The situation needs more communication to reach a consensus; 7 series XC7A/7S17Z, etc., have more arrivals, and the customer gap is decreasing. There are a small number of products whose prices are upside down. The actual demand can be negotiated at real prices. 3 series such as XC3SXX have little demand, and XCF mostly It is an EOL material, and occasionally there will be demand. XCAU, XCKU, these demands are more difficult to meet the spot.

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(Disclaimer: The above content is compiled and referenced from an electronic distribution and service, and is for reference only.)