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Price increase notice by ST original manufacture

ST price increase details
 
MCU chip is the abbreviation of Micro Control Unit, also known as MCU. It integrates the central processing unit, memory, counter, serial port and other peripheral interfaces on a single chip to form a chip-level computer that provides different control functions for different applications.
 
ST stands for STMicroelectronics. This brand's microcontrollers account for 8% of the global market, and they are also the leader in the domestic MCU market. Because of the complete functions and compatibility of its products have brought great convenience to developers, ST microcontrollers are favored by many engineering developers, and have many applications in the fields of home appliances, motor control, metering, and safe consumer electronics.
 
According to the number of data bits of the processor, MCU can be divided into 4 bits, 8 bits, 16 bits, and 32 bits. The higher the number of bits, the stronger the computing power of the MCU, the larger the storage space it supports, and the higher the performance.
 
The product categories of STM32&STM8 are mainly divided into the following categories:
 
Automotive Grade A Series
Basic F series
Ultra-low power consumption L series
Standard S series
 Tactile product T series
 WB series of wireless products
 

























































It can be seen from the figure that, according to the product visibility on December 20, except for the STM32 F0/F1 series that need to contact ST sales or distributors, the delivery time of other ST series products will be around 20-26 weeks. Including automotive grade (A series) chips.
 
In addition, in addition to storage products, the CNR window period for other products is 6 weeks. CNR is a cancellation request notification, which also means that the user cannot cancel the order within 6 weeks before delivery; a Re-sch window period of 4 weeks means that the user The delivery date cannot be changed within 4 weeks before shipment.
 
 
ST, rising again
 
The latest market performance of the chip price surge
 












































































































3. The shortage of automotive chips and industrial recovery generate demand.
 
This is mainly related to the imbalance between supply and demand.
 
On the supply side, automotive electronics' demand for semiconductor devices is dominated by MCU, NOR Flash, IGBT, etc., mainly relying on 8-inch wafer production capacity, and ST mainly relying on its own fab and TSMC foundry.
 
For ST, its own wafer production capacity has been in a state of shortage before, and it has recovered after the epidemic mainly affected by the epidemic. After October, the second blockade in France and the ST staff strike have increased the shortage of wafer production capacity. With regard to TSMC, TSMC’s production capacity in the fourth quarter is currently fully loaded, and the advanced and mature process capacities in the first half of next year have been fully booked by customers.
 In November, Caixin China’s manufacturing PMI has risen to 54.9, a 10-year high; the trade surplus has hit a 40-year high, and the Pearl River Delta factories are operating at full capacity. These signals indicate the strength and vitality of the industrial recovery.
 
Auto core shortage and suspension of production was a hot topic in December. The main reason for the suspension of some production lines of North and South Volkswagen was the shortage of two modules, ESP (Electronic Stability Program System) and ECO (Intelligent Engine Control System) supplied by Bosch and Continental. The indirect reason is There is a shortage of main control chips for producing corresponding ECUs. It is reported that tracing the source, the controllers of these two vendors are all ST MCU master chips.
 
Under the general trend of auto chip recovery and shortage in short supply, or the situation of users buying chips at a higher price, to a certain extent, ST has increased the price, and the situation of auto manufacturers will be even more difficult.