By Wendy Xiong | 14 May 2021 | 0 Comments
Component market analysis in April
In April, the shortage of chips continued to spread and there was no weakening trend. Except for the automobile industry, which was the hardest-hit area where production was discontinued due to lack of chips, industries such as mobile phones, game consoles, and security cameras were also not spared. Since April, prices have continued to increase in fields including foundry, memory, IC design, packaging and testing.
There is heavy shortage of chips in market and price keep increasing, it is the current chip market conditions.
Here below let’s check the brands that are extremely in shortage:
Market analysis:
Some old models have doubled their prices, and the market prices of many scarce materials have exceeded the prices of online agents. At the same time, ADI's main products are also quite in short supply, and the delivery will exceeded 30 weeks.
Network communication chip
Major suppliers of network communication chips include Broadcom, MediaTek, Realtek, and RichWave.
The main communication chip under Broadcom, has extended the period to 50 weeks, and some chips have even more than one year.
Realtek currently has a serious shortage of semiconductor production capacity, and the delivery time has been extended to 32 weeks.
Market analysis:
In the past, the demand for communication chips was relatively stable. However, after the outbreak, the demand for Internet access such as home office, distance education, and online entertainment has greatly increased; on the other hand, the world is accelerating the construction of 5G, and the deployment of high-speed network hardware facilities in advance has set off a "replacement wave" in the communications industry. Face to the problem of chips shortage, IC design manufacturers deliver the orders in stages and in installments.
January: The overall stability
TLV/BQ series materials skyrocketed
-- TLV62565DBVR, TPS63070RNMR, TPS61178RNWR, etc.;
The heat began to heat up rapidly in February
-- Some materials stretched to about 50 weeks, and the whole line rose; TLV32, TLV70450, ISO1050 and other spot materials are hard to find.
March: TPS series, the production line is elongated, and the general materials are also more than 16 weeks.
Entered a stage of fiery skyrocketing in April
-- The price increase covers more and more models, the price is soaring, and the price changes the next day more frequently, and the market is getting hotter. The current TI schedule is 20-24 weeks.
Market analysis
TI’s main lack of power management chips are analog chips. The current TI schedule is 20-24 weeks, and the shortage of power management ICs is likely to be alleviated in Q3. Manufacturers in urgent need of materials can prepare inventory purchase plans in advance, and check the source information of each original manufacturer through online and offline channels. Don't buy refurbished materials cheaply.
In the “IC shortage tide” of the automotive industry, MCU products are facing serious shortages, which are mainly caused by the imbalance between supply and demand. Almost all MCU lead times have increased by more than 2 months. Some manufacturers even stop taking orders!
Global market share of MCU for vehicles
Others 24.2%
NXP 17.1%
Renesas 17%
AMD 12.7%
STMicroelectronics 14.4%
Infineon 14.6%
Industry analysis:
In the short term, the shortage of automotive chips is a problem of imbalance between market supply and demand, which can’t be solved by administrative means; in the medium and long term, this is a "stuck neck" problem in the automotive industry chain, and the current shortage of chip supply will accelerate The localization process of the domestic semiconductor supply chain promotes the industrialization upgrade, and domestic substitution has become a trend at present.
There is heavy shortage of chips in market and price keep increasing, it is the current chip market conditions.
Here below let’s check the brands that are extremely in shortage:
-- Due to the rising costs of raw materials and packaging and testing, ADI will increase the price by 25% since May 16.ADI
Market analysis:
Some old models have doubled their prices, and the market prices of many scarce materials have exceeded the prices of online agents. At the same time, ADI's main products are also quite in short supply, and the delivery will exceeded 30 weeks.
Network communication chip
Major suppliers of network communication chips include Broadcom, MediaTek, Realtek, and RichWave.
The main communication chip under Broadcom, has extended the period to 50 weeks, and some chips have even more than one year.
Realtek currently has a serious shortage of semiconductor production capacity, and the delivery time has been extended to 32 weeks.
Market analysis:
In the past, the demand for communication chips was relatively stable. However, after the outbreak, the demand for Internet access such as home office, distance education, and online entertainment has greatly increased; on the other hand, the world is accelerating the construction of 5G, and the deployment of high-speed network hardware facilities in advance has set off a "replacement wave" in the communications industry. Face to the problem of chips shortage, IC design manufacturers deliver the orders in stages and in installments.
All TI material prices have skyrocketed
January: The overall stability
TLV/BQ series materials skyrocketed
-- TLV62565DBVR, TPS63070RNMR, TPS61178RNWR, etc.;
The heat began to heat up rapidly in February
-- Some materials stretched to about 50 weeks, and the whole line rose; TLV32, TLV70450, ISO1050 and other spot materials are hard to find.
March: TPS series, the production line is elongated, and the general materials are also more than 16 weeks.
Entered a stage of fiery skyrocketing in April
-- The price increase covers more and more models, the price is soaring, and the price changes the next day more frequently, and the market is getting hotter. The current TI schedule is 20-24 weeks.
Market analysis
TI’s main lack of power management chips are analog chips. The current TI schedule is 20-24 weeks, and the shortage of power management ICs is likely to be alleviated in Q3. Manufacturers in urgent need of materials can prepare inventory purchase plans in advance, and check the source information of each original manufacturer through online and offline channels. Don't buy refurbished materials cheaply.
Although the "chip shortage" in the global automotive industry has lasted for a long time, judging from the current situation, the crisis of MCU shortage has not been effectively alleviated.MCU automotive chip
In the “IC shortage tide” of the automotive industry, MCU products are facing serious shortages, which are mainly caused by the imbalance between supply and demand. Almost all MCU lead times have increased by more than 2 months. Some manufacturers even stop taking orders!
Global market share of MCU for vehicles
Others 24.2%
NXP 17.1%
Renesas 17%
AMD 12.7%
STMicroelectronics 14.4%
Infineon 14.6%
Industry analysis:
In the short term, the shortage of automotive chips is a problem of imbalance between market supply and demand, which can’t be solved by administrative means; in the medium and long term, this is a "stuck neck" problem in the automotive industry chain, and the current shortage of chip supply will accelerate The localization process of the domestic semiconductor supply chain promotes the industrialization upgrade, and domestic substitution has become a trend at present.
Critical Shortage Components Analysis：Review the May
Component Market Analysis： Which more brands have increased the price this week?
Leave a Reply
Your email address will not be published.Required fields are marked. *