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 Contact@quiksol.com

【Hotspots】

TI: Demand has continue to decline

STM: demand is weak this month with oversupply

NXP: Demand has slightly drop this month

Renesas: EV Industries demand is increasing

Microchip: Demand is mainly from the automotive segment

Onsemi: The supply situation for industrial and automotive has improved

Infineon: High Inventory

Qualcomm: The demand is still very weak this month

Broadcom: Automotive application is still hot

Xilinx: Demand has drop this month

Vishay: CRCW series is still having long lead time

Lattice: Demand is still low this month

ADI: Demand remains weak

TI

TI: Demand has continue to decline

Looking back at the past half year, TI demand has continue to decline and the price has normalized. Due to the rise in demand of domestic analog chips, TI, in order to maintain and seize more market share, TI is experiencing aggressive price competition with domestic analog chips, especially analog chips (power management & signal chain) . TI LT has reduced to pre-shortage time and with high inventory. This implies that is no rush to secure the TI stock from the market.

STM

STM: demand is weak this month with oversupply

The previous hot part L9680 has no customer demand at present. All channels are focusing on clearing and depleting inventory. Intelligence gathered from our customers indicates growing forecast for the industrial and consumer application in the next quarter. We would recommend to look up for opportunities from other related brands. The market prices is extremely low. The market’s low selling price can not satisfy customer’s even lower target, as such the order hit rate is very low. Currently, STM is focused into clearing their mainstream product inventory. Quiksol has regular stock offer. Please feel free to contact us for any inquries.

NXP

NXP: Demand has slightly drop this month

The demand of NXP has decreased in July and was mostly focused on Automotive and Industrial field. S912ZVxxx, MK64xxx, MK70xxx are estimated to continue to be in shortage until the end of next year. For FS32K series, the demand of K142xxx and K144xxx declined, while K146xxx and K148xxx rised. Some parts are still hot in demand, such as MCF5282 series. The price of NXP has rised around 30% in this two years and there is no sign of price adjustment at present. Quiksol has numerous NXP LT demand. If you have stable long-term support, welcome to contact us.

RENESAS

Renesas: EV Industries demand is increasing

Due to the demand increase for electric vehicles (EVs) and renewable energy, we foresee shortages for Renesas next year. As for MCU, lead time for RX65N and RX71M series are being stretched to 40weeks and above.  Overall, the demand for Renesas is lesser compared to last month.

MICROCHIP

Microchip: Demand is mainly from the automotive segment

For nearly a month, demand focus on automotive sector including EEPROM and MCU. For Microchip, the FD inventory for common parts is sufficient. The market is upside down with low prices. The OEM and EMS demand is dropping and OEM has high inventory. In the past six months, we have received PPV plan from our factory customers. In June, the delivery lead time of Microchip was gradually improving. The delivery lead time of common materials is expected to be within 30 weeks. The direction of the second half year is still focus on the PPV plan, as there is not much shortages. Our company has a long-term demand for Microchip. Please contact Quiksol for any enquiry.

ONSEMI

ON: The supply situation for industrial and automotive has improved

There is a healthy growth in demand for electric vehicles, energy infrastructure and ADAS (Advanced driver assistance systems) markets. On the other hand, the demand for consumer and other markets is likely to be flat or experience a slow down.

As of Q2’23 ending, industrial and automotive segments contributed 75% of the total revenue (65% in Q1). The supply situation has improved but remained constraint due to the high demand. The spot buy cost remained competitive.

The hot selling products are auto power products and advanced image sensor products. The series are NCVxxx, SZxxx, ARxxx, etc. The franchise booking lead time is above 15 weeks at present.

INFINEON

Infineon: High Inventory

The demand for automotive part has decreased significantly. Most of the demand is focus on a few shortage parts. The market prices for most of the SAK series have been decreased significantly. IGBT parts are still in shortage and out of stock situation. There is a lot of inventory pressure on Mosfet, and some parts market are experiencing price inversion. Quiksol has inventory for IRF7341TRPBF and SPP11N80C3 with good price. If you have real demand with target, please contact us.

QUALCOMM

Qualcomm: The demand is still very weak this month

Qualcomm demand is still very weak this month, customers continue to take a wait and see approach. The AR6203X-AM2D-R model is older and is still having continuous shortage. The open market and FD have no stocks to support. Netcom materials such as QCA7005-AL33 have some stocks availability this month with price falling.  The customer, as such continues to wait and see. The supply of consumer products is stable and most of them are in stock at present. The CSR8670/CSR8675 series pricing is also stable pric. In addition, we are seeing more demand on parts used in mobile phones such as WCD-9335-0-113FOWPSP-HR-03-0/PM-8996-0-225WLNSP-HR-02-0-01. There are chances where we might be able to have some matching with OEM EXCESS

Quiksol has some stocks, such as CSR8811A12-ICXR-R、CSRA64215A11-IQQF-R、AR8033-AL1B, etc. Please contact QS for any enquiry.

BROADCOM

Broadcom: Automotive application is still hot

Recently, the price of Broadcom's automotive materials is still high affected by the strong demand from oversea customers. It is also causing shortage for domestic customers. In the short term, there still be a shortage of Broadcom automotive materials including the most popular BCM89811 , BCM89816 , etc, due to the high price for these material with low liquidity. As such if there is no firmed order from the end customer, the risk of buying stock in advance is still very high. There are also human factors causing the shortage of goods. As for the AI part, the current shortages are still rallying, among which the more significant part is the SS26 with high price. In addition to the above two markets, communication and consumer goods are still not improving.  Many hoarders are selling excess inventory of their end customers with depress prices and intense competition.

XILINX

Xilinx: Demand has drop this month

Xilinx's demand has drop this month compared to last month, with the main demand focusing on the XC6S, XC7K series, and the recent announcement of cost-optimized FPGAs for the Spartan UltraScale+ FPGAs. Ideally suited for cost-sensitive applications that require low-power and high I/O, this new family is targeted at a wide range of industries, including industrial, robotics, smart cities, computer vision, medical, video and broadcast.

VISHAY

Vishay: CRCW series is still having long lead time

The Lead time of most items of Vishay are getting better, but passive parts of CRCW series is still needs long lead time. For passive catergory, Vishay introduced two new fixed-gain infrared (IR) sensor modules TSSP93038DF1PZA & TSSP93038SS1ZA, which are for cutting costs and updating stability of outdoor sensor applications than previous high sensitivity fixed-gain IR sensor modules. Sample and production quantities of this series are available now with lead time of 9 weeks. Meanwhile, Vishay introduced new series of 200 V FRED Pt ultrafast rectifiers, which provide space savings, and offering high efficiency solutions for commercial, industrial, and automotive applications, the VS-1EAH02xM3, VS-2EAH02xM3, VS-3EAH02xM3, and VS-5EAH02xM3. Samples and production quantities of the new FRED are available now, with lead times of 15 weeks.

LATTICE

Lattice: Demand is still low this month

In terms of Lattice, demand is still relatively low this month, this month's demand is mainly focused on general FPGA products such as XP2 series, ECP5, ECP8 series. At present, the supply of such products is still relatively tight, with a delivery time of more than 40 weeks, and there are few available stocks in the market. in addition, there is also some demand for the GAL series CPLD products this month, but the series has been discontinued for many years, and the quality of the market supply is uneven, with few reliable sources. In terms of delivery time, Lattice's overall product delivery time has significantly improved compared to before, with the current delivery time shortened to 28 to 42 weeks.

ADI

ADI : Demand remains weak

In Q3, there is still not much demand for ADI. The general stock is sufficient, results the price has drop significantly. ADI is still in short supply of materials in industrial control, medical care and vehicle specifications.

The General stock’s LT is back to 13 weeks. Some of the customers inquiries are not able to  be fulfilled, which are still out of stock and totally no stock to support, for example, LTC2415-1IGN#PBF，LTC3265MPDHC#PBF，LTC1290CISW#PBF，AD5554BRSZ,  where the lead time is over 30 weeks.

Our company has a long-term demand for many ADI parts. If you have any competitive stock price support, please feel free to contact us.

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