In May, the global artificial intelligence development boom was vigorous, but it did not seem to have injecting too much vitality into the chip market.As an important indicator of global electronic demandSouth Korean semiconductor inventory has ushered in a surgeThe increase in seven years is the largest.Simulation leaderTI also comprehensively reduced prices in the Chinese market, Add & quot; price war & quot;.In general, consumer electronics inventory is not as good as expected, and the demand for industrial control chips is weak. Only the demand for automobile chips is still strong.
We have counted the latest spot market market trends of TI, ST, Yingfei, Microchip, NXP, ADI, Ruisa and other chips for your reference.
TI: The overall demand decreases,
Price reduction to the price war
May, TI'sOverall demand declines significantlyThe price continued to decline, and the market price gradually returned to normal level.PMIC is currently at a high level. The price is expected to decline in the third and fourth quarters, but the time of exchange is relatively shortened.In addition, the shortage of MCU and DSP supply has not been relieved, and the MSP series and TMS320 series are still out of stock.There is news,TI fully lowered the price of simulated chips in the Chinese market in May, Add & quot;
ADI: The dating period is gradually shortened,
Passing the original price price increase
The progress of the increasingly shortened adjustment of the interchange is basically in line with expectations, and it is basically about 13-16 weeks.It is rumored that ADI's policy of adjusting the price in May will feedback some channels this month. According to the previous operating style of the original factory, the price should be informed that the price should be increased, butIt will not be a universal adjustmentEssenceADI announced in May that it invested 630 million euros to build chip manufacturing factories in Europe. It is expected that this will double the European wafer production capacity of ADI.
ST: car regulations are still shortage
On the whole, the demand of ST is gradually decreasing, butVehicle -level products still face shortageFor example, the market price of the STM32H7X series is still high.ST is planning to invest about $ 4 billion in the production capacity of about $ 4 billion this year, and after transferring consumer production capacity to automobiles, it is expected toQ3 Seeing a car chip to return to spring turnHowever, the overall output is expected to be worse than expected in 2022.ST launched a new marginal AI acceleration microprocessor in May, which is expected to mass production in the first half of 2024.
NXP: Car demand is still strong
On the whole, in addition to the automotive industry,The situation of chip supply shortage has basically endedEssenceAccording to reports, most of the production capacity of NXP in the second half of the year is booked by the demand in the automotive field.In terms of supply, Enshi's product delivery period has also gradually improved, and some products have been shortened to 26 weeks.The current popular demand is mainly concentrated in the S912XXX, FS32K14XXX and MKXXX.NXP's first quarter car chip revenue increased by 17%year -on -year,The main growth points in the second half of the year are still car chips。
Renesas: Requirements are concentrated in car chips
Ruisa MayThe demand is mainly on car regulations materials, Especially R5SXX/R7SXX/R7F70XX/HDXX and other series.In terms of supply, the current dating period has gradually improved,Auto product supply is still tightThe dating period is more than 45 weeks, and the time of the optical coupling product is still longer, more than 52 weeks.Ruisa announced its expansion in Japan in May to increase the production capacity of vehicle semiconductor by 10%.
Microchip: The demand decreases significantly
The demand in May in May has declined significantly, and the demand is mainly in the field of medical and industrial control.The shortage of goods is mainly the beginning of ATXMEGA and the product of the PIC24 series and the DSPIC seriesSome material numbers have high market prices due to shortage.The current demand for Ethernet chips has decreased a lot. In addition, the delivery period of general materials is significantly shortened, and it is expected to be about 30 weeks.
onSemi: Considering the expansion of the SIC chip
Anson May MayThe requirements are mainly concentrated in MOSFET and car regulatory materialsAbove, Anson also said in May that he was considering investing 2 billion US dollars for the production of automotive SIC chips.In terms of interchange, the supply of IGBT and rectifier is still tight. The interval period is above 40 weeks and or above. MOSFET and two tritinal pipe periods have not been significantly relieved. The duration of logic devices has improved significantly, shortening to the logic device, shortening to shortened to the same, shortening to shortened to the logic device.From 20 to 30 weeks, the interval period of the image sensor is more than 30 weeks.
Yingfei Ling:
Most of the price fell,
A small part is still a high price
The demand for the MCU Aurix TC series has recently declined, most of the market prices have fallen, and a small number of models are still in & quot; sky -high price & quot;In terms of power device,IGBT and high -pressure MOS business opportunities are relatively largeThe original delivery period of the TLE series is still very long, the pressure of other materials inventory is large, and the demand is sluggish.In May, Yingfei Ling made another increase in edge AI applications and acquired machine learning startups Imagimob.
Qualcomm：
The demand is still sluggish,
Deepen the car business
Qualcomm in MayThere are very little demandEssenceQCA8337N-AL3B continues shortages, and there is no spot support on the market and agent.Netcom material AR8031-AL1B /AR8033-AL1B has spot release, and the price is declined than before.Consumer product supply saturationAt present, there are more stocks.Qualcomm announced in May that it will acquire AUTOTALKS, a manufacturer of Israeli car communication chip, which currently mainly produces special autonomous driving chips and used for smart cars.business.
Broadcom：
High -circulating products have more goods
The Broadcom market has little fluctuations,There are still very few demand in the consumer and communication fieldsThe industrial category is better than the former.From the perspective of Broadcom Q1's financial report, there is still growth point. The market speculates that Q1 has more goods, but most of the shipments are concentrated on high circulation materials, and low and medium -level circulation materials will still not have obvious supply to alleviate.The interval period is not shortened.Broadcom signed a billions of dollars with Apple in May, Cooperate with 5G radio frequency components, including FBAR filters and other wireless connection components.
XILINX：
FPGA will rise by 8%-25%
Xilinx has improved during the intersection, and the AMD plan should increase the price of Xilinx FPGA products.Most prices rose 8%-25%,The price of the Spartan 6 series has risen the largest, reaching 25%.However, the newer 7nm Versa series chip does not seem to have increased prices.In May, customers have begun to accept futures quotes. The original factory's life cycle of the 7 series products was extended to 2035, which means that the price in the life cycle will not be particularly large.
In terms of interchange, most of the 7 series of materials have maintained for 18-30 weeks; at present, the 6S series has not yet obviously improved, about 50-80 weeks.The overall dating situation has improvedThe shortest period of time is shortened to 16 weeks.
Realtek: The demand for audio decoding is significantly increased
The demand for Ruyu in May has increased significantly, especiallyThe demand for audio decoding has increased significantlyIn addition, the demand for routers and switches has increased compared to last month.The more popular material numbers include ALC1302-CG, ALC892-GR, ALC897-VA2-CG, RTL8111H-CG, ALC662-VDO-GR, RTL8153B-VB-CG, etc.
Vishay: MOSFET is still nervous
Most of Vishay's products have obviously improved, onlyThe supply of car regulations MOSFET is still tenseThe dating period is still around 52-65 weeks.Vishay's crystal SFH series is not large (not universal materials).Vishay launched 17 new Gen 3 series 650 V Sillar Silicon Schotki Diodes. Such a new type of silicon carbide diode currently has sufficient output, with a delivery date of about 8 weeks.
