The market of ST, TI, Renesas and other chips: some skyrocketed, some plummeted
The spot market price of chips has already presented a dual situation of "ice" and "fire".
On the one hand, the demand for major chips for consumer general-purpose chips is cold, and prices tend to return to normal. For example, "Infineon's automotive chips are stronger than the epidemic" and "Netcom chips are out of stock".
The recent uneven price situation of major chip markets has also differentiated two completely different hot and cold situations within the same brand. This article takes stock of the ten chip spot market ST, TI, NXP, Renesas, Microchip, Qualcomm and other ten A brand for your reference.
ST: Steady price reduction vs 5 times increase in half a year
STM32F030, F103 series, and STM8S003 series have experienced steady price cuts.
ST's shortages are concentrated in discrete devices, automotive-grade chips, and power switches. For example, the high-priced mixed-signal MCU STM32F373RCT6 (used in sensors) has risen from 20 yuan in April last year to around 700 yuan.
Automotive intelligent power IC-upper/lower arm switch VNQ7050AJTR has risen from 80 yuan in January this year to 500 yuan in June, an increase of 5 times in just half a year.
The domestic replacement of ST has been advancing, and its opportunities in the spot market have been further weakened. The market price of ST this year has continued to decline with two waves of epidemics. However, for some high-tech chip products, such as automobiles, due to the difficulty of substitution and the large gap, the price will be difficult to fall back for a while.
Microchip: Back to normal VS record high prices
Microchip's chips used in automotive electronics are in short supply, and the price is very high.
The price of 8-bit automotive MCUPIC18F26K22-I/SS has skyrocketed from about 30 yuan in the past half year, and it has continuously refreshed records. It is currently approaching 250 yuan.
The Ethernet chip KSZ9031 used in automobiles has set a high record again after the price fluctuation, reaching 1200+ yuan.
It is reported that due to the unsealing of Shanghai, Microchip's Ethernet chips and ATMEL microcontrollers have arrived one after another, and there is little demand from factories, so the prices have dropped somewhat, such as KSZ9031, USB2514BI and ATMEGA328P-AU.
The price of 8-bit MCU ATMEGA328P-AU has continued to drop, and the current price is more than 20 yuan. The price of the high-speed hub controller USB2514BI is close to the normal price (8 yuan), currently around 30 yuan.
TI: Cut the price VS 10 times the price increase
TI is currently in structural shortage, among which the automobile category is quite scarce and the price remains high for a long time.
It is difficult for the price of special-purpose analog chips to drop to the normal price in a short period of time, and there is even a floating price increase, mainly because the demand for special-purpose fields such as automobiles is still very strong.
For example, the automotive buck converter TPS54260QDGQRQ1 is used in 12V and 24V automotive and industrial systems, as well as infotainment, cluster and ADAS applications. , the overall high price may be inflated at the same time.
The current price of the automotive LED driver chip TPS92692QPWPRQ1 is still high after plummeting from an exaggerated high. You must know that this chip was still priced at 35 yuan in July last year, and the current price of 320 yuan has increased by about 10 times year-on-year.
Netcom's power management chip TPS53513RVER has dropped to about 600 yuan this year, and the price is still high.
Of course, the prices of general-purpose consumer analog chips have fallen sharply, and many have fallen to normal prices, such as TPS61021ADSGR and TPS63070RNMR.
After the chip is overheated, "the tide recedes, and you know who is swimming naked." On the other hand, it is difficult to replace high-standard chips such as automobiles, and the demand is large, which has become a new trend in the chip spot market. Jin's popular fried chicken.
ADI: Touching the base price vs. rising price
At present, the demand for ADI is weak, and the buyers are looking for the bottom price, hoping to buy at a lower price.
The most recent price cuts are AD8606ARMZ, AD8606ARZ, AD8606ARMZ (op amp). For example, the AD8606ARZ used to be 80 yuan, and now it has dropped to about 50 yuan. This op amp is used in photodiode amplification, battery powered instruments, multipole filters, sensors, barcode scanners, audio.
It is reported that these chips whose prices have returned to a low level have customers who bought spot goods at super high prices in the early stage. Now, after a large number of goods arrive, many are willing to sell them to traders. However, due to information lag, the target selling price is too high, so the market price after a step Step temptation is gradually lower.
The price of ADI's automotive analog chips is also high, such as the amplifier AD8657ARMZ-R7, the current price is about 280 yuan.
LTC6992IS6-1#TRMPBF, the price is high around 350 yuan. is a voltage controlled pulse width modulator (PWM) for heater control, LED dimming control, portable and battery powered devices, and more.
Infineon: cliff price cuts VS serious lack of growth
Infineon has moved from a large-scale core shortage to a small-scale core shortage. At present, the most serious shortages are also automotive chips.
In terms of MCU, the typical chip SAK-TC234LP-32F200N AC, with a price of more than 2,000 yuan, is a 32-bit MCU for automobiles and industries.
In terms of MOS, the 200V MOS has a large gap, the overall price is stable, and there is no cliff-like price reduction.
Infineon also has low-priced chips, such as BTT6200-4ESA, a smart high-side switch for power supply vehicles, which has dropped to less than 25 yuan.
NXP: Falling prices VS strong high prices
NXP's automotive and industrial chips have a prominent gap, while demand for consumer products is falling. In addition, there are rumors that the official line will rise by 15% in July.
The price of materials with a large gap is still strong. Take the general-purpose MCU MKE15Z128VLH7 covering automotive, industrial, mobile consumer and other applications as an example, the price is currently at a rare high.
However, its 16-bit MCU S9S12G128AVLFR has dropped to a low level below 100 yuan.
In addition, the price of NXP LPC series is falling, and TJA is relatively stable. With the arrival of goods in the second half of the year, the shortage situation will be relieved compared with Q1 and Q2.
Renesas: Two extremes in the spot market
The spot market currently has more inquiries from Renesas and fewer orders. Although its automotive chips have eased compared to last year and the first quarter of this year, they are still in short supply, and the supply of some models such as R7F7010323/R7F7010283 has not eased.
The industrial power management chip ISL8203MIRZ has a market price of around US$5.00 in Q1. It is reported that the price has recently risen 10 times based on the market price in Q1.
Its power management chip HIP4082IBZT, whose price has dropped, is used in UPS systems, DC motor control, full-bridge power supplies, switching power amplifiers, noise reduction systems, and battery-powered vehicles.
In short, the spot market of Renesas also presents two extremes. The out-of-stock products are more in short supply, and the price remains high, while the bargaining space for non-out-of-stock products is increasing.
ON Semiconductor: GM is expected to fall VS automotive material is high
ON Semiconductor's overall demand remains hot.
In terms of discrete devices, the prices of general-purpose diodes and transistors have been on a downward trend recently, and the prices of 1SMB59XX series have dropped significantly, such as 1SMB5921BT3G and 1SMB5913BT3G. The 1SMB59XX series are ON Semiconductor's diode products, suitable for a variety of different end products.
However, the price of ON Semiconductor's MOS is high (the market price of Fairchild's subordinate products is still very high), and the delivery time is generally more than 50 weeks, which is the main demand category. The price of automotive MOS such as NVMFS5C450NAFT1G is high, around 120 yuan.
Compared with competing products of other brands, ON Semiconductor's logic devices are more expensive. In terms of analog devices, there is a large demand for power supply materials. The delivery time of the popular NCP455XX series is more than 70 weeks. There are few stocks in the market, and the price is still high. The demand for image sensors in June increased compared with the previous month, and the market spot price was generally more than 10 times.
Qualcomm: Netcom chips are in serious shortage
Qualcomm's recent overall demand is low, customers are mainly waiting and watching, and the Internet celebrity router kits are even more expensive. However, there is a serious shortage of Qualcomm's Netcom chips, such as the popular chip AR8031-AL1B. The price of this industrial-standard material has been raised to about 2,500 yuan, and the stock is very rare.
QCA8337N-AL3B also had a lot of demand last month, but currently there is no spot support in the market. The AR8031/AR8035/AR8033 series used in Netcom's base stations are expected to have no capacity relief this year.
Broadcom: Cars are still in short supply
Broadcom's demand in June was relatively weak, and the PLX series did not cut prices due to low demand, and the price remained high.
Some part numbers have dropped from more than 900 US dollars to more than 200 US dollars. After only one week, some customers even did not pick up the goods after placing the order.
Excessive inventory of switch series, but the current delivery has not improved. For its avago series, the car material is still in short supply, and the price is lower than the high price.
Summarize
Beginning in the second half of last year, the chip spot market ushered in structural shortages. Earlier, the spot market demand for chips represented by hot-searched brands such as ST and TI was cold.
In addition to frequent bad consumer applications, we found that there are two differences in chip prices of mainstream brands. It is precisely because of the decline in general-purpose chips that high-tech chips such as automobiles, industrial control, and communications that were originally located at high levels are more prominent. , and their prices have continued to rise recently, violently heading towards an unprecedented high price level.
In terms of automotive chips, the trend of intelligence is unstoppable. As the automotive industry chain recovers from the stagnation of the epidemic, the demand for automotive chips will continue to rise, such as automotive MCUs, IGBTs, and power management chips. Distributors who seize the opportunity will continue to Benefit from out of stock. In addition, the current global Netcom chips continue to be out of stock, and the chip quotations of leading American manufacturers have skyrocketed, which has brought opportunities to Taiwanese brands.
The shortage of chips continues to be in short supply, will the hoarding and hype behavior come back?What will be left for the entire industry chain after the new wave of shortage of materials?
