Inventory the latest market trends of chips from major manufacturers such as TI, Renesas, NXP, and I
TI：The demand is still weak
TI's demand remains weak this month, with sufficient stock in the market and some materials hanging upside down. The original factory inventory level is high, and customers have high price requirements. They generally adopt a wait-and-see attitude, and the transactionrate is not high. TI is still in a state of destocking, and it is expected to return to normal by Q4 2024.
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ST：Weak demand
The overall demand for ST remains weak. MCU delivery cycle has been shortened, factory capacity utilization has also returned to normal, and order scheduling prices are currently stabilizing. The demand in the industrial market is relatively low.
NXP：Weak demand
The demand for NXP this month remains weak, mainly consisting of automotive materials and some industrial materials. In terms of delivery time, the delivery time for 8-bit and 32-bit MCU has been shortened to 13-39 weeks, the delivery time for automotive and MPU products has been shortened to 18-52 weeks, and the delivery time for network processors has been shortened to 18-42 weeks, indicating a significant improvement in delivery time.
ADI：The spot market is sufficient, and the demand continues to be sluggis
There is sufficient inventory of ADI universal models in the spot market, and there is some price inversion. The supply cycle for industrial control and automotive electronics is still relatively long, at least 28 weeks or more. Recently, ADI has adjusted the prices of old products, increasing by 10% -20%. Due to the current high inventory, this price adjustment may not have a significant impact on the current market.
Renesas：Stable demand
On the Renesas side, demand remains stable, and the overall inventory level in the market is still high. Shortage demand is mainly concentrated in some old discontinued series.
Microchip：The demand is concentrated in the automotive industry
The demand for microchips is currently mainly concentrated in the automotive sector, but overall, the demand for microchips is still weak. The prices of most general-purpose 8-bit and 16 bit MCU products are stable, and there is sufficient stock in the market. The inventory level of the agent's original factory is slowly returning to normal. However, supply in some automotive and industrial sectors remains limited.
Onsemi：
Shortened lead time for diodes and transistors
On the Onsemi side, this month's demand is mainly concentrated in MOSFET and automotive material suppliers. In terms of delivery time, the general transistor delivery time has been shortened to 10-40 weeks, while the low-voltage MOSFET delivery time has been shortened to 12-26 weeks. However, compared to other brands, the delivery time for image sensors is still longer, with a delivery time of 18-52 weeks.
Infineon: Insufficient IGBT production capacity and still long delivery time
In terms of Infineon, the overall demand is still not high, and the supply of high and low voltage MOSFETs is gradually returning to normal. The demand in the consumer market is sluggish, and the inventory level of low voltage MOSFETs is still high. The demand for automotive and industrial control MCU products is relatively high, and some materials still have high market prices. The delivery time for IGBT single tube and module products is still relatively long, and the procurement cost of spot products is also relatively high.
PASSIVE: Murata Inductors and Filters Hot
Recently, due to the impact of the earthquake in Japan, the production and supply of Murata's LQH series inductors and DLW series filters have been affected, and the market heat has rapidly increased. The inventory of agents has been swept away by customers in large quantities, some of which are their own production materials, while others are customers who panic about preparing goods and pick them up as soon as they have goods. The market price has also risen rapidly, five times or ten times, which is not a problem.
