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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 remains weak

STM: Hot parts VNH5019ATR-E , VNH5180ATR-E

NXP: Overall demand is weak this month and inventory levels were more prominent

ADI: Demand continues to be weak

Broadcom: Automotive material gradually eased

Xilinx: Demand is weak this month

Renesas: The price of RENESAS is still on a downward trend

Microchip: The demand conflict between the supplier and the client reaches a high point

Onsemi: Best-selling products in August are automotive and industrial series

Infineon: Supply side Mosfet inventory pressure is large, and some low-voltage PNs have appeared market price inversion

Qualcomm: The demand is still very weak this month

Vishay: New IHPT series

TI

TI: Demand remains weak

The demand for TI is still very low in August, to worsen this, the factory inventory will be able to meet this year's production needs. Most chips’ LT have returned to 6-8 weeks. In the coming months, The spot market is still difficult to face. Some factories are starting to look out for long-term ordering opportunities to reduce costs.

STM

STM: Hot parts VNH5019ATR-E , VNH5180ATR-E

The recent demand for STM is average, and many customers hold a wait-and-see attitude. FDs are still in the inventory clearance stage, with more parts sent out and less brought in.

NXP

NXP: Overall demand is weak this month and inventory levels were more prominent

NXP overall demand is weak this month and inventory levels were more prominent. Overall, the price trend of most products this month was also stable and declining. For example, hot item MK64FN1***, from a peak of $400-500 last year, has now fallen back to about $40-50. There are some industrial and automotive items, and although the delivery time has improved, there is still some short supply, such as MC52**, and S912ZV** with relatively high popularity. The overall client needs to have good price support to pick up the goods. Customers now have more demand to make long-term orders according to the project, and there will be many opportunities for stable and advantageous long-term supply. If you have stable and advantageous items, welcome to contact our company.

ADI

ADI : Demand continues to be weak

ADI demand is still sluggish this month, the general material spot is sufficient, the market price is upside down, and industrial control, medical, car and type materials are still out of stock.

At present, the delivery time of general materials is back to 13 weeks, and the delivery time of some out-of-stock materials is still more than 30 weeks, such as LTC2415-1IGN#PBF, the current delivery time is still 33 weeks. It is predicted that the subsequent delivery time will continue to improve.

The recent demand is considerably weak, most of the material of the customer inquiry is still out of stock, such as LTC6810HG-1#3ZZPBF, the delivery time is 52 weeks, and the spot price is very high.

LTC6078HMS8#PBF, LTC2411IMS#TRPBF, LTC1290CISW#PBF and other materials still have a long delivery time and high prices.

Our long-term demand, if there is a superior model, welcome to exchange.

BROADCOM

Broadcom: Automotive material gradually eased

The automotive materials are expected to ease recently, and the heat is gone from July, and it should be difficult to have the previous shortage in the future.

The majority of Broadcom’s demand is still focused on AI, and high-end PLX chips such as SS26/SS24. If the situation doesn’t seem to improve, we welcome those who have factory channels to contact Quiksol. In terms of communications, even though it is close to the traditional peak season of previous years, there is no sign of improvement. The second half of the year still has great challenges as the consumer category is even more stagnant, and many customers say that they have a large amount of inventory to be released, and they need to be cautious when they want to buy.

XILINX

Xilinx: Demand is weak this month

Xilinx demand is sluggish this month, XCF series PROMs have been discontinued, but customer demand still exists, and the market price has increased slightly. Two new products have been added to the automotive XA Artix UltraScale+ family, the XA AU10P and XA AU15P FPGAs, optimized for advanced Driver assistance system (ADAS) sensor applications.

Recently, some customers have made long-term orders according to the project, and there will be many opportunities for long-term supply with stable advantages. If you have stable and advantageous items, welcome to contact our company.

RENESAS

Renesas: The price of RENESAS is still on a downward trend

In the first half of the year, the price of RENESAS is still on a downward trend. Automotive MCUs, analog and power devices are still in demand in the current market. In the future, there will still be a large market for chips related to new energy vehicles. At present, Renesas officials have increased funds and technology research in this area and won the first share in the automotive MCU market in 2022, which also means that the target group that consumes this type of IC will increase. Recently, customers have focused on MCU, CLK, Memory, and Power Management. Microcontrollers can be said to be in shortage. R5S, R5F, R7F, UPD - prefixes are in short supply and more expensive. HD64, UPD series have been discontinued.

For Power Management, the transaction volume is relatively high with stable prices with some suppliers clearing inventory at a loss. Clock & Timing devices are having shortage with long lead time. However, most parts are stable with low prices. The original IDT, ICS series CLK, Controllers have higher prices. The hot part is Power Management and the market volume is relatively large. Renesas is also focusing on Artificial Intelligence. Moving forward we should pay more attention to MCUs & MPUs. We need to obtain more competitive prices for Power Management products.

MICROCHIP

Microchip: The demand conflict between the supplier and the client reaches a high point

In August, the overall demand for Microchip was very weak, the OEM/EMS demand was small, the number of inquiries was small, and more emphasis on delivery, and cost savings. Authorised distributors and open market spot inventory are sufficient. The OEM customer's target price is getting lower and the goods should be delivered next year if there is an order. This month is the highest point of demand conflict between the supply side and the client side. Many suppliers and distributors predict that September will usher in a small wave of drop in demand this year, because many countries are on holiday in August, leading to a decline in demand. Demand areas are still concentrated in automotive and 5G, which is expected to be prolonged to September. Our company has a long-term demand for Microchip, if there are advantageous sources, welcome to negotiate.

ONSEMI

ON: Best-selling products in August are automotive and industrial series

ONSEMI’s most popular products in August are the automotive and industrial series. The automotive series includes NCV series and SZ series. There are not many improvements in the delivery time with the automotive series lead time maintained at more than 40-50 weeks. The delivery lead time of ONSEMI FSV SERIES is also very long with a lead time of about 50 weeks.

INFINEON

Infineon: Supply side Mosfet inventory pressure is large, some low-voltage PNs have appeared market price inversion

Demand for Infineon automotive materials has dropped a lot this month, and the market price of the SAK series has fallen sharply. IGBT is still out of stock in general, and the delivery period is usually more than 40 weeks. There is a lot of inventory pressure on the distributors side. As for Mosfet, and there is a lot of stock in the open market, but the overall demand is weak. As a result, some low-voltage models have been upside-down in market price, such as IRF250NPB/IRF2804PBF, but some high-voltage mosfets are still at a high price.

IRF7341TRPBF and SPP11N80C3. If you have a genuine need, please contact Quiksol.

QUALCOMM

Qualcomm: The demand is still very weak this month

Qualcomm this month demand is still very weak, the client continues to wait and see. There is an inquiry demand for 6010 sets of Netcom chips this month, but the client TP is too low to accept the high unit price spot. Netcom materials IPQ-4019 and QCA-8075 have spot release, the price has fallen compared with the previous, and the basic return to the book price. The supply of consumer products is saturated, and most of them are in stock at present, the CSR8670/CSR8675 series has a stable price.

In addition, mobile phone cover pieces such as QCA-9377-3-115WLNSP-TR-03-0, WCN-3988-0-82BWLPSP-TR-00-0, QAT-3555-0-15BLGA-TR-03-0 have more inquiries this month, we can match OEM EXCESS. QUIKSOL also has channel support, welcome to communicate.

VISHAY

Vishay: New IHPT series

Vishay’s IHPT series haptic actuators utilize compact and cost-effective solenoid technology to provide high-force level HD effects with a drive voltage between 8 V and 16 V. The first device in the series — the IHPT1411 — provides a force level of up to 120 N. Dimensions for the IHPT1411 are 35 mm by 35 mm by 16 mm. They lower the cost of implementing haptic experiences in a wide range of end products, and it will be available later in 2023.

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