By Penny | 01 December 2021 | 0 Comments
80 Weeks Lead Time? The Latest Lead Time for MCU, Mosfet, Passive, Analog and Memory Components
Due to the insufficient production capacity of upstream wafer foundry and packing & testing, the supply of downstream chips can not meet the market demand, which leads to extended lead time and price increase since later 2020.
In order to provide an overview of various semiconductor on the latest lead time and pricing tendency in Q4, 2021, Allchips has organized the latest update for six semiconductor categories, namely high-end components, discrete components, analog components, connectivity components, memory and passive components, based on the Market Conditions Report Q4 2021 which was issued by Future Electronics on 19th, Nov,2021.
↑ = Increasing, ↔ = Stable, SMA = Selective Market Adjustments
1. High-end Components
For the high-end components, a total of 42 products from 20 well-known brands such as ST, Cypress, Renesas, Microchip, and NXP, etc were organized. The 8-bit MCU, 32-bit MCU, automotive MCU, STM32F0, STM32F1, STM32L from STmicroelectronics are in allocation in the Q4 lead time. In addition, the lead time and prices for most of the products are rising. The 8-bit MCU, 32-bit MCU, automotive MCU, 32-bit MPU and network processor are also in allocation in the Q4 lead time, and the lead and price for all the products are rising.
In addition, the 8-bit MCU, 32-bit MCU, automotive MCU and 32-bit MPU from Renesas have a 40-45 weeks lead time, but the pricing for 32-bit MCU is stable.The high-end components from Microchip has the longest lead time, and the lead time for 8-bit MCU, 32-bit MCU, 32-bit MPU and PHY reaches 52 weeks, and the pricing and lead time are still increasing. In addition, the lead time for FPGA and PHY from Microsemi increases by 34-52 weeks, and the pricing is increasing.
2. Discrete Components
For the discrete components, a total of 84 products from 9 major manufacturers are organized. The main products include low-voltage Mosfets, high-voltage Mosfets, TVS diodes, bridge rectifiers, Schottky diodes, rectifiers, IGBTs, switching diodes and other products. Due to the variety of products, the lead time varies greatly from 12 to 80 weeks.
The bridge rectifiers from Vishay have the longest lead time of 26-80 weeks. The maximum lead time of 80 weeks means that some rectifier products will not be available until the second half of the year after the order is placed right now. In addition, the lead time of rectifiers from Vishay, Diodes, ST rectifiers has been extending to 18-75 weeks, and prices are also increasing. The lead time for low-voltage Mosfets from 9 brands reaches 42-52 weeks in Q4, 2021, and pricing is increasing. The lead time for high-voltage Mosfets in Q4 is 26-52 weeks.
The lead time for switching diodes, small signal Mosfets, Zener diodes, bipolar transistors, digital transistors/RETS and general purpose transistors from Nexperia takes 16-52 weeks, in addition, the pricing is not stable, it is adjusted with the market condition.
3. Analog Components
For the analog components, a total of 40 products from 19 brands are organized. According to statistics, the lead time of sensors, switching regulators, automotive analog and power supplies, signal chains, timing, and interfaces has been significantly extended, and the involved brands include NXP, ON Semiconductor, Renesas, Infineon, MPS, Melexis, Microchip, Bosch, etc. Among the analog, the switching regulator from MPS has the longest lead time of 50-58 weeks. The lead time of sensors, interface, analog and power for automotive takes 16-52 weeks in Q4, and the pricing is increasing.
The lead time for signal chain, timing, interface and switching regulators from Renesas takes 40-50 weeks, and the pricing is increasing. The lead time for sensors, switching regulators, analog and power for automotives from Infineon takes 18-52 weeks, and the pricing is also increasing.
4. Connectivity solutions
For the connectivity components, a total of 26 products from 13 brands is organized. The lead time for the bluetooth module, Wi-Fi and cellular module takes 26-64 weeks and the pricing is increasing.
According to the latest supply of cellular modules, it shows that the impact of the fire at the AKM factory at the beginning of the year on its supply has been reduced. However, due to the tight supply of some components, the lead time is still unstable.
The lead time for the transceivers/receivers from NXP, Microchip and Melexis is stable and takes 16-26 weeks. However, the transceivers/receivers from ST takes 52 weeks.
5. Memory
For the memory components, a total 39 products from 13 brands is organized. The PC (commodity) DRAM, memory modules, eMMC and solid state drives (SSD) from SAMSUNG are currently in short supply and the lead time takes 50-54 weeks in Q4. Samsung does not accept any new orders. The supply of eMMC from Macronix is also very short, and the lead time also takes 52-54 weeks. Macronix does not accept any new orders either.
Except for Samsung and Macronix, the memory modules, solid-state drives (SSD), and eMMC from other brands have a stable lead time of 6-16 weeks, and the pricing is also stable. In addition, the NOR flash, EEPROM from Microchip and EEPROM from ST are currently in short supply, and the lead time takes 20-54 weeks, and the pricing is increasing. The NOR flash memory, FRAM and NVSRAM from Cypress are in short supply and the lead time takes 16-52 weeks, and the pricing is increasing.
6. Passive Components
For the passive components, a total of 52 products from 11 brands is organized. The main brands include Yageo, Murata, Taiyo Yuden, TDK, Vishay, Samsung Electronics, Panasonic, Nichicon, etc. The lead time of surface mount general ceramic capacitors, leaded ceramic capacitors and specialty capacitors has a stable lead time of 24-38 weeks. The fixed resistor from Yageo, Vishay, Samsung Electronics, and Panasonic has an increasing lead time of 24-52 weeks in Q4. In addition, the inductors/transformers from Murata, TDK, Vishay, Panasonic, and NIC Components has a stable lead time of 12-30 weeks and the pricing is also stable.
In general, the passive components has the most stable supply, followed by memory components, high-end and discrete components, ended with analog and connectivity components.
This may indicate that the huge demand for semiconductors has not been alleviated in Q4, 2021 from the long-lasting global chip shortage. The MCU and automotive chips are most likely to encounter a new wave of chip shortage based on the supply of MCU and automotive chips.
From the perspective of IC channels, the General Assembly Holding once mentioned that the production capacity for the current mature process semiconductors such as IC, PMIC, MOSFET, MCU and Wi-Fi is very limited. For the advanced process, when the upstream wafer production capacity is expanded, the supply of semiconductors is expected to recover in next year.
Note: All the above data are from Future Electronics
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