This month TI in industrial control, automotive, medical demand is still strong, but the real emergency shortage of material demand is relatively small, more and more demand in favor of the order list, most factories have prepared a full safety stock this year. ti current delivery overall situation is still not very good, in transit and inventory will give priority to supply large customers, resulting in small and medium-sized customers can not get good support. At present, from the supply side, the order list is still not very stable, many channels do not dare to take the order demand, whether to get the customer's order list early, in the next few months will be a big test for traders spot market, automotive is still the mainstream of the spot shortage, and is expected to continue next year.

ST demand this month is not a lot, the client is still on the fence about the price, hoping to get a lower offer, demand is mainly concentrated in the STM32F series of MCU and SPC and VN automotive series, in addition to MOSFET also some demand; automotive drive is still out of stock obviously, the spot price is also high, it is difficult to return to normal levels in a short time, not out of stock MCU part of the price has dropped steadily. ST has been in demand, especially the SPC series of car specifications, with advantageous prices welcome to communicate.

The demand of Qualcomm is still very little this month, the client continues to wait and see. CSR Bluetooth chip BC417143B-GIRN-E4 has more inquiries this month, but it is difficult to find one. Netcom materials such as AR8031-AL1A have been partially released this month, but the price is still very high, the terminal can not afford the price difference, and continue to wait and see. Consumer products are saturated with supply, and most of them are currently in stock. This month's popular out-of-stock models AR8031-AL1B, BC417143B-GIQN-E4, etc., prices are still high and the current market less spot support.

This month, NXP's automotive and industrial chip demand is still strong, consumer demand is not obvious. With the electric vehicle boom, NXP's automotive revenue grew rapidly, up 24% in the third quarter, accounting for more than 50% of total revenue. Demand in the automotive and industrial markets continues to be resilient, with the main focus on the S32 series in terms of overall automotive demand. MX series, S series and industrial MK series have very little output, and the demand gap is large, with order lead times above 52 weeks, and demand for automotive chips such as S912xxx,S9Sxxx and SPC560xxxx is still strong. Consumer electronics are in the slowdown down cycle range, factory inventory becomes more, such as TEA1755 from August 7 U.S. dollars gradually decline to about 3 U.S. dollars now.

With the entry of the new earnings year of Broadcom, demand in November is still a bit worse than in October, and the peak period originally belonging to the communications industry is late. Although there have been many inquiries recently, there have been few transactions. Demand is still mainly concentrated in certain non-"conventional" material numbers, and there are still more returns for general-purpose material, which is in a state of oversupply in the short term and not optimistic. Although most of the material prices tend to be conventional, the delivery time is still high and not improved, and the delivery time of PLX series is still more than 70 weeks. Because of the long delivery time, also makes some of the original cold material number is precious, the price is also increasing, the current industrial class and part of the automotive class out of stock more, such as BCM53286MIPBG, BCM89832AOBWMLG, etc., so for out-of-stock material number, customers are recommended to stock up in advance, or wait until after December, Broadcom will rise 5% again.

Into November Renesas overall demand have fallen, the original factory and the agent side of the supply situation has become significantly better, the longer-term material also has the opportunity to PULLIN success. Renesas overall supply situation continued in October, automotive low power 16-bit MCUR5F10A/Bxx series supply turned good, R7F70 XX series delivery is still long, the short term still can not improve, automotive power management ISL3XX SL8XX due to delivery and capacity reasons, there is still a shortage, in addition to the clock RF products can continue to focus on.

REALTEK November demand compared to October has declined, especially the audio decoding class demand in this month significantly reduced, routers and switches class demand compared to last month has also declined. ALC887-VD2- CGRTL8197FH-VE4-CGRTL8812RF-CGRTL8197FS-VE5-CGRTL8812BRH-CGRTL8367S-CG, etc. In addition, this month's customer demand is still mainly In addition, the demand from customers in this month was mainly for chip sets, but the order rate was not high, and most customers were still on the sidelines.

In November, the overall demand for Microchip was weak, and the demand for material numbers was mainly in the field of automotive electronics. These months of successive arrivals and customer production demand reduction, obviously feel the general material inventory state saturation, showing the supply exceeds demand market conditions. KSZ8999,KSZ8995,KSZ9031 is still the main theme of this month's shortage. The price also continued to rise, which has a lot to do with the subsequent unsatisfactory arrival situation. It is understood that KSZ9031RNXIC will arrive in large quantities in December, and the price is expected to ease at that time.

ADI recent market situation is still not optimistic, the actual demand and turnover is weak, general-purpose material continues to have arrived, the market inventory increased, prices continue to go down. The price of AD8606ARZ, which was once around 30 US dollars, is now down to around 2 US dollars, and most customers are still on the sidelines due to the changing market price. LINEAR demand is relatively increasing, but the supply situation is still tight, with popular grades such as LTC6906. At present, the demand for automotive material has increased, the speed and frequency of the client's order has indeed been reduced, the follow-up still need to pay more attention to the market, more communication.

ON Semiconductor, October demand fell significantly compared to the previous month, demand mainly in logic devices, MOS tubes and sensor materials. Like the NCVNRV series of automotive ICs and NVM series of automotive MOS tubes are out of stock, the market price is relatively high, in addition to Fairchild's low-voltage MOS tubes, more demand. Logic ICs, the more popular NC7SZ series, the price has dropped, but compared to other brands such as TI competitors, the market price is still high. Netflix material NCP455XXX series, the market spot increased, the price fell back significantly. Overall, ON Semiconductor products are still long, some products supply relief.

Infineon's recent overall market is light, but some products such as automotive MCU.SAK series recent market is relatively good with consumer and industrial demand into the slowdown, the automotive industry is becoming the main area of chip capacity release supply side Infineon overall supply increased, IGBT, demand is strong, but the original plant capacity is not enough, supply is tight, in addition, high-voltage MOS is also relatively short, in the state of sub-stock.

On October 31, 2022, Vishay acquired SiC MOSFET manufacturer MaxpowerSemiconductor for $50 million, adding SiC technology to Vishay's MOSFET product line. In addition, Vishay's third quarter revenue reached a 20-year high of $925 million. Overall demand is high in the automotive, medical and new energy sectors. On the supply side, Vishay's backlog of orders is gradually decreasing and the overall lead time is slowly returning to normal. The lead time for commercial vantage capacitors of 293/593 series (global projects) is about 16 weeks for polymer products and 30 weeks for commercial resistors, while the lead time for TNPWO402/0603 series is still long due to high market demand. For discrete devices, SQ series MOSFETs and FETs are currently in the range of 50 to 150 weeks with poor lead times, and it is understood that Vishay will increase FET prices in early 2023.

The consumer market is still not showing signs of recovery in November, and there is a lot of inventory stagnation in MLCC products, both on the agency side and in the market. However, even though the price of some models have been inverted, there is no massive selling, the market is still adjusting the price according to the cycle of the wrong set of stocking costs, such as Murata, TDK.TAIYO and other agents also cut off some of the orders in transit, concentrating on processing inventory; automotive products, customer demand is still strong, many models out of stock last year, such as Murata's BLM series of beads, GRM series of capacitors, etc., this year. KEMET has little price advantage over its competitors and has a long lead time. In terms of selection, customers prefer Panasonic for aluminum electrolytic and high polymer vantage point, as they have certain advantages in both technology and market share. Vishay and TDK are still having difficulties in scheduling because about 70% of the production capacity of automotive products are bought out by large car manufacturers. Please contact us with any needs for capacitors, inductors, relays, connectors or industrial products.

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