Date:2023-05-05 15:59:57 Views:699
Demand for Tl parts is decreasing, customer is starting to get stock support from directdistributor. Open market stock pricing is starting to go back to normal. The Price for PMIC isstill insane, For instance, 03853QDCARQ1, it is suggested to be cautious while dealing withthis part. Nowadays, many customers are looking for cost savings opportunities, we will tryour best to support it.
STM has seen lesser demand this month, The price of general MCU is basically reduced ormaintained at a relatively low level. Automotive parts are still dominating the demand. Theexample with relatively high attention is -L9680, which is an Automotive advanced airbag lCfor mid/high end applications, the transaction price at the beginning of the month is about700 CNY without tax. At present, I have heard the news, industry, automobiles are still thefocus of attention in the short term, we still hope that the sales of large manufacturers willrise, benefiting every link of our supply side. lf you have good demand and stable supply,please contact our company, hope to match more resources.
Qualcomm: This month's demand is still very weak, the client continues to wait and seeOCA7005-AL33/AR8031-AL1A has more enquiries this month, but the client's target price isow and unable to accept the high price. Netcom material OCA8337N-AL3B is in continuousshortage, the market and agent have no stock to support it. Consumer productCSR8811A08-CXR-R demand increased this month, the price fell compared to before, butthere is still a gap with the customer's target price. End users are in a wait-and-see attitudeFor RF360 RF devices such as B39222B8932P810, Quiksol has better channel support, andwelcome inquiry exchange。
Nxp: Overall demand decreased this month, as well as customers' shortagesNXP's overall demand decreased this month, as well as customers' shortages. The deliverytime of most products is improving. For example, the delivery time of the TJA series hasreturned to about 12WKS; LPC series about 13-26WKS, l.MX series 26-36WKS, MK seriesS912ZVC, FS32K and other parts are still relatively lacking, and the delivery time is still about40-52WKS; The overall NXP shortage still focuses on the automotive and industrial sectors.Most are uncommon items. Now the acceptance price given by customers is generally muchlower than before. For example, MK64FN1M** is now generally accepted by customers atabout half the price of Q1. In other words, customers still have some demand, but ordersmust be supported by good prices. There is a lot of arrival in Q2, and pricing is easier to bemet with a given target price. Moving forward, we should pay more attention to theinformation on the PpV items.
Broadcom: Demand continues to slow downBroadcom's demand continues slowing down, parts are subsequently being delivered byfactories. Most of the materials tend to approach the normal order level, and even therelease of some factories has led to the phenomenon of inversion in the market..Consumer and communication in the first half of the year is basically a foregone conclusion,the shortage of parts mainly concentrated in some automotive materials and some high-endPLX materials. Automotive is mainly affected by overseas demand, and PLX high-endmaterials benefit from the influence of artificial intelligence such as Chat GPT..Although there is excess capacity and more inventory, it is understood that there arebasically not too many orders from the original factory in the past year. This translate to thedigestion of inventory, there may be a small wave of out-of-stock in the near future, let's lookforward to it together.
Renesas: Demand for MCUs is increasing, particularly for the R5 and R7 seriesThe average annual shipment of Renesas Electronics' MCUs in recent years has exceeded 3.5billion, of which about 50% are used in the automotive field, and the rest are used inindustrial,Internet of Things, and data centres and communication infrastructure..Recently announced the development of the first 22nm product of the RA MCU productfamily, which will pave the way for next-generation MCUs and help customers verify theirdesigns while ensuring long-term product availability. General availability is expected in 042023. MCU is still in short supply, and the demand growth of MCU series R5 and R7 is stillhigh, and the supply is in short supply. Both lead times are around 40 to 50 weeks, and it'shard to get ahead of schedule. The R8Axxxx is also short and lead times are still erratic. Assuch, the exact range is unconfirmed making it difficult to secure supply.
Realtek's demand increased in April. The demand for audio decoding has increaseosignificantly this month, and the demand for Routers and Switches increased as well thismonth. The models out of stock this month are RTL8211F1-CG, ALC888S-VD2-GRRTL8106E-CG,RTL8188ETV-CG,ALC662-VD0-GR,RTL8761BTV-CG,RTD2168-CG,RTL8119-CGetc. Customer's demand was mainly on assembling parts this month.in addition, if you are in need of these, RTL8211FS-CG, RTL8304MB-CG, RTL8309M-CGRTL8363NB-VB-CG,RTL8211EG-VB-CG, QUKSOL have better spot-buy resources, welcome toexchange.
Overall demand for Microchip is weak in March, The previously high demand for Automotiveparts has also declined, The demand mainly focused on some 32-bit MCU products, such asthe PIC32MX/MZ series. In terms of supply, there are many stocks in the market at present.and the price of general materials has dropped significantly. For some interface lCs such asMCP17XX and MCP25XX, the market price is returning to normal. In terms of delivery time,the EEPROM delivery time is still tight, with over 52 weeks. The delivery time for somegeneral-purpose materials in 8-bit MCU has been shortened to around 30 weeks, and theFPGA delivery time is over 40 weeks, At present, the overall delivery time of Microchip is stillrelatively long, but they are gradually returning to normal.
Onsemi is following the market trend by leveraging breakthrough innovations in intelligentpower supply and sensing technologies to drive growth in niche markets such as automotiveelectronics, autonomous driving, energy infrastructure, 5G and cloud power, machine visionand factory automation. The strategy involves strengthening customer partnerships througrjoint labs and long-term supply agreements. Joint labs enable the co-development of newproducts and the definition of product features, increasing customer competitiveness, whileong-term supply agreements ensure we can ramp up production when the customer needsto scale production. Onsemi is also pushing for self-operated and self-managed operationsand production to achieve net-zero emissions by 2040, enabling a sustainable futureSuperfast charging can effectively alleviate the anxiety of charging and range for electricvehicles, and many vehicle manufacturers have already launched models with 800vhigh-voltage platforms that incorporate silicon carbide, The use of silicon carbide in electricvehicles will continue to grow rapidly, reflecting the strong trend, ONSemi will still strive toincrease SIC silicon carbide production capacity in 2023
The automotive MCU Aurix TC2XX series has been in a hot market recently, and some modelsare difficult to obtain with just one material. Recently, the demand for power devices hasbeen sluggish, with great inventory pressure. However, there is a shortage of high-voltageMOS, and the TLE series lead time remains around 50 weeksOur company's inventory supply includes lRF7341TRRPBF and SPP11N80C3. If you have anydemand, please contact our sales.
Recently shortage of parts for Vishay still focusing on the components with long and unstableead time. The shortage enquires has dropped a lot after February and most customer'acceptance of buying price is also dropping. Seeing that Vishay will be joining this year'sCMSE, they may want to explore more in the military and space electronics. For the futuremarket suggest to seek for more PPV chances.
Demand is weak for Lattice from March until now, so there is significant adjustment on highlevel inventory recently and price is dropping significantly. Moreover, we can find out theprice is going back to normal for most parts such as LCMXO2-640HC-4TG100CLCMXO3LF-2100C-5BG256C/LCMXO3LF-2100C-5BG256C etc.From the supply side of Lattice, the backorder was delivered around 12-16 weeks earlierthan expected, as we know the previous standard lead time is 52 weeks. However there is nosignificant improvement on the other series and we can foresee the shorten schedule as justa matter of time. And welcome to contact us for the supply or demand of Lattice brand.