EXPERTISE

Dear customers and vendors, welcome to the Market Insights-Newsletter from Quiksol that delivers timely and relevant market intelligence report to the electronics supply chain industry. We hope you find this issue of Market Insights valuable, and we welcome your feedback at Quiksol@quiksol.com.cn

【Hotspots】

TI: Pricing is starting to normalize

ST: STM is seeing lesser demand this month

Qualcomm: This month’s demand is still very weak, the client continues to wait and see

NXP: Overall demand decreased this month, as well as customers' shortages

Broadcom: Demand continues to slow down

Renesas: Demand for MCUs is increasing, particularly for the R5 and R7 series

Realtek: Demand sees signs of increase

Microchip: The overall delivery time is gradually recovering

ON: Automotive demand continues to grow

Infineon: Power parts with great inventory pressure

Vishay: Demand has been weak since February

Lattice: The delivery date of LFXP2 series is ahead of schedule

TI

TI: Pricing is starting to normalize

Demand for TI parts is decreasing, customer is starting to get stock support from direct distributor. Open market stock pricing is starting to go back to normal. The Price for PMIC is still insane. For instance, O3853QDCARQ1, it is suggested to be cautious while dealing with this part. Nowadays, many customers are looking for cost savings opportunities, we will try our best to support it.

STM

ST: STM is seeing lesser demand this month

STM has seen lesser demand this month. The price of general MCU is basically reduced or maintained at a relatively low level. Automotive parts are still dominating the demand. The example with relatively high attention is -L9680, which is an Automotive advanced airbag IC for mid/high end applications, the transaction price at the beginning of the month is about 700 CNY without tax. At present, I have heard the news, industry, automobiles are still the focus of attention in the short term, we still hope that the sales of large manufacturers will rise, benefiting every link of our supply side. If you have good demand and stable supply, please contact our company, hope to match more resources.

QUALCOMM

Qualcomm: This month’s demand is still very weak, the client continues to wait and see

QCA7005-AL33/AR8031-AL1A has more enquiries this month, but the client’s target price is low and unable to accept the high price. Netcom material QCA8337N-AL3B is in continuous shortage, the market and agent have no stock to support it. Consumer product CSR8811A08-ICXR-R demand increased this month, the price fell compared to before, but there is still a gap with the customer’s target price. End users are in a wait-and-see attitude. For RF360 RF devices such as B39222B8932P810, Quiksol has better channel support, and welcome inquiry exchange. In addition, for CSR8670C-ICXT-R, Quiksol has a solid single demand, please contact us if you have matching inventory.

NXP

NXP: Overall demand decreased this month, as well as customers' shortages

NXP's overall demand decreased this month, as well as customers' shortages. The delivery time of most products is improving. For example, the delivery time of the TJA series has returned to about 12WKS; LPC series about 13-26WKS, I.MX series 26-36WKS, MK series, S912ZVC, FS32K and other parts are still relatively lacking, and the delivery time is still about 40-52WKS; 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 much lower than before. For example, MK64FN1M** is now generally accepted by customers at about half the price of Q1. In other words, customers still have some demand, but orders must be supported by good prices. There is a lot of arrival in Q2, and pricing is easier to be met with a given target price. Moving forward, we should pay more attention to the information on the PPV items.

BROADCOM

Broadcom: Demand continues to slow down

Broadcom's demand continues slowing down, parts are subsequently being delivered by factories. Most of the materials tend to approach the normal order level, and even the release 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-end PLX materials. Automotive is mainly affected by overseas demand, and PLX high-end materials benefit from the influence of artificial intelligence such as Chat GPT.

Although there is excess capacity and more inventory, it is understood that there are basically not too many orders from the original factory in the past year. This translate to the digestion of inventory, there may be a small wave of out-of-stock in the near future, let's look forward to it together.

Quiksol has superior inventory and can provide futures orders, please contact me.

RENESAS

Renesas: Demand for MCUs is increasing, particularly for the R5 and R7 series

The average annual shipment of Renesas Electronics' MCUs in recent years has exceeded 3.5 billion, of which about 50% are used in the automotive field, and the rest are used in industrial, Internet of Things, and data centres and communication infrastructure.

Recently announced the development of the first 22nm product of the RA MCU product family, which will pave the way for next-generation MCUs and help customers verify their designs while ensuring long-term product availability. General availability is expected in Q4 2023. MCU is still in short supply, and the demand growth of MCU series R5 and R7 is still high, and the supply is in short supply. Both lead times are around 40 to 50 weeks, and it's hard to get ahead of schedule. The R8Axxxx is also short and lead times are still erratic. As such, the exact range is unconfirmed making it difficult to secure supply.

REALTEK

Realtek: Demand sees signs of increase

Realtek's demand increased in April. The demand for audio decoding has increased significantly this month, and the demand for Routers and Switches increased as well this month. The models out of stock this month are RTL8211FI-CG, ALC888S-VD2-GR, RTL8106E-CG, RTL8188ETV-CG,ALC662-VD0-GR, RTL8761BTV-CG, RTD2168-CG, RTL8119-CG etc. Customer's demand was mainly on assembling parts this month.

In addition, if you are in need of these, RTL8211FS-CG, RTL8304MB-CG, RTL8309M-CG, RTL8363NB-VB-CG, RTL8211EG-VB-CG, QUIKSOL have better spot-buy resources, welcome to exchange.

MICROCHIP

Microchip: The overall delivery time is gradually recovering

Overall demand for Microchip is weak in March, The previously high demand for Automotive parts has also declined, The demand mainly focused on some 32-bit MCU products, such as the 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 ICs such as MCP17XX 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 some general-purpose materials in 8-bit MCU has been shortened to around 30 weeks, and the FPGA delivery time is over 40 weeks, At present, the overall delivery time of Microchip is still relatively long, but they are gradually returning to normal. Our company has a long-term demand for Microchip, welcome to communicate.

ONSEMI

ON: Automotive demand continues to grow

Onsemi is following the market trend by leveraging breakthrough innovations in intelligent power supply and sensing technologies to drive growth in niche markets such as automotive electronics, autonomous driving, energy infrastructure, 5G and cloud power, machine vision and factory automation. The strategy involves strengthening customer partnerships through joint labs and long-term supply agreements. Joint labs enable the co-development of new products and the definition of product features, increasing customer competitiveness, while long-term supply agreements ensure we can ramp up production when the customer needs to scale production. Onsemi is also pushing for self-operated and self-managed operations and production to achieve net-zero emissions by 2040, enabling a sustainable future. Superfast charging can effectively alleviate the anxiety of charging and range for electric vehicles, and many vehicle manufacturers have already launched models with 800V high-voltage platforms that incorporate silicon carbide. The use of silicon carbide in electric vehicles will continue to grow rapidly, reflecting the strong trend, ONSemi will still strive to increase SIC silicon carbide production capacity in 2023.

INFINEON

Infineon: Power parts with great inventory pressure

The automotive MCU Aurix TC2XX series has been in a hot market recently, and some models are difficult to obtain with just one material. Recently, the demand for power devices has been sluggish, with great inventory pressure. However, there is a shortage of high-voltage MOS, and the TLE series lead time remains around 50 weeks

Our company's inventory supply includes IRF7341TRRPBF and SPP11N80C3. If you have any demand, please contact our sales.

VISHAY

Vishay: Demand has been weak since February

Recently shortage of parts for Vishay still focusing on the components with long and unstable lead time. The shortage enquires has dropped a lot after February and most customer's acceptance of buying price is also dropping. Seeing that Vishay will be joining this year's CMSE, they may want to explore more in the military and space electronics. For the future market suggest to seek for more PPV chances.

LATTICE

Lattice: The delivery date of LFXP2 series is ahead of schedule

Demand is weak for Lattice from March until now, so there is significant adjustment on high level inventory recently and price is dropping significantly. Moreover, we can find out the price is going back to normal for most parts such as LCMXO2-640HC-4TG100C / LCMXO3LF-2100C-5BG256C / LCMXO3LF-2100C-5BG256C etc.

From the supply side of Lattice, the backorder was delivered around 12-16 weeks earlier than expected, as we know the previous standard lead time is 52 weeks. However there is no significant improvement on the other series and we can foresee the shorten schedule as just a matter of time. And welcome to contact us for the supply or demand of Lattice brand.

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