Giants resembling TSMC launched value will increase as a consequence of world inflation, and rising prices. Cell telephones and different shopper electronics continued to be sluggish.
In April, a number of foundry giants resembling TSMC, Samsung, and UMC launched value improve alerts as a consequence of world inflation, rising prices, and large-scale enlargement plans. By way of terminal demand, cell telephones, PCs, dwelling home equipment and different shopper electronics continued to be sluggish.
High 10 in style ICs in April
1 STM32F103C8T6 ST 32-bit MCU
2 TPS92692QPWPRQ1 TI automotive LED driver
3 STM32F407VET6 ST 32-bit MCU
4 TPS61194PWPRQ1 TI Automotive LED Driver
5 STM32F103RCT6 ST 32-bit MCU
6 STM8S003F3P6TR ST 8-bit MCU
7 ATMEGA328P-AU Microchip 8-bit MCU
8 LM358DR TI Operational Amplifier
9 STM32F103VCT6 ST 32-bit MCU
10 STM32F407VGT6 ST 32-bit MCU
Demand for some components weakened, demand for automotive chips stays robust
In April, the MCU class nonetheless occupied the primary place of sizzling searches within the High 10 IC fashions. The demand for TI’s materials numbers confirmed a divergence. On the one hand, the search warmth for automotive chips stays excessive, and the 2 automotive LED drivers within the sizzling search have elevated considerably month-on-month. However, TI’s general-purpose chip provide has improved, resulting in a weakening of search demand.
MCU costs proceed to fall, automotive chip costs have declined
In April, the costs of the ten fashions with the best value fluctuations confirmed decreases. Amongst them, ST’s MCU fell by barely completely different charges, with the F103VCT6 and C8T6 dropping by greater than 20%, whereas Microchip’s 8-bit MCU: ATMEGA328P-AU dropped by 50.56%. Two of TI’s automotive LED driver fashions are nonetheless out of inventory on the official web site. Though there’s demand available in the market, however as a consequence of its excessive value, ensuing on this month’s value has additionally decreased. The supply of common function materials LM358DR improved. It has a particular amount in inventory on the official web site, and the worth has additional declined.
Epidemic impacts provide chain, demand for automotive chips stays robust
In April, demand for the ten fashions with the biggest stock fluctuations weakened as a consequence of epidemic elements. Logistics restrictions may also have some impression on provide as effectively. In the midst of the month, ON Semiconductor introduced the closure of its Shanghai world distribution middle as a result of Shanghai epidemic, leading to a decline in Onsemi’s stock, whereas the stock stage of its related energy semiconductor producers rose; as well as, TI’s common materials stock rose, additionally exhibiting weak spot on the demand facet. Nevertheless, demand within the automotive class remained robust and stock ranges confirmed a decline.
Together with the more and more tight world semiconductor capability, Kynix will proceed to watch the worth and stock trends of in style IC fashions, and successfully help platform suppliers to do enterprise extra simply by means of particular analysis studies shaped with skilled knowledge on demand, value and stock actions, offering procurement managers with extra complete provide, demand and value knowledge.