June Component Market Summary and July Forecast
Component Market Review in June
The global power semiconductor manufacturers have been continuously increasing its prices from June due to the insufficient production capacity. It starts from the insufficient production capacity of wafer, and has gradually spread out to the entire semiconductor and its related industries.
Texas Instrument Supply Shortage
Many TI’s products are in short supply, among which the TPS series of power accounts for the largest portion.
Market Review: Due to the situation of insufficient wafer production capacity, the lead time for TI orders still takes long time. It is expected that the shortage of power management IC will be alleviated in the third quarter. Manufacturers who are in need of supply urgently can start to prepare inventory procurement plans in advance and query the source information from the original manufacturers through multiple channels, and try to avoid purchasing refurbished components.
MCU Updates
At present, the overall price for most of the MCU chips from ST, NXP stays at a higher level. However, the STM32F103 series of chips are showing the tendency of price increases
Market Review: The MCU is in excessive supply shortage and the lead time has been extended for about 4 times. The normal lead time for MCU is around 8-10 weeks. However, the major international manufacturers, including Infineon, NXP, and ST have extended the lead time. For example, the the lead time of MCU from ST reached as long as 52 weeks in the first quarter of 2021.
Passive Components Short Supply
Due to the epidemic, the supply of passive components from major overseas manufacturers has been continuously decreasing, which led to the extension of lead time for more than 3 months.
Market Review: In the next 5 years, the ever-changing demand from the automotive electronics, smart phones, fast charging technology and 5G industries is expected to increase the global passive component market from 31 billion U.S. dollars in 2020 to 39.6 billion U.S. dollars in 2026 with an CAGR of 4.2%.
Memory Updates
At present, semiconductor memory is in shortage due to the demand for 5G replacement. During the epidemic, the overall memory market is comparatively stable. However, there is huge demand from data centers, eGames, and e-commerce. Therefore, the price for memory is stable.
Market Review: With the increasing demand for 5G mobile phones and data centers, DRAM is in short supply. NAND and DRAM have been widely used for memory in smart phones, SSD, PC, server and automotive. NAND is in excessive short supply, and the overall price for memories is expected to increase constantly.
Login 
Inquiry List
