Ti, ADI, on and other chip Market: who is raising the price? Who is plummeting?

Despite the cold demand, a new wave of price increase letters has arrived. It is reported that Intel, Qualcomm, Broadcom, Ti and Marvell have all informed customers of the price increase plan. The big IC design manufacturers can not bear high inflation and rising material costs, so they have to pass on the pressure of rising costs caused by various upstream links through price increases.

However, it has become a foregone conclusion that the volume and price of most chips have all fallen. IC Design factories have adjusted their inventories by cutting orders, and even paid liquidated damages. It is also reported that wafer foundries in the mainland and Taiwan, China have started to reduce prices or reduce prices in disguised form to prevent the loss of customer orders.

The more off-season the industry, why should chip prices rise? By combing the market dynamics of various mainstream brands, we can see that some enterprises adopt the price increase strategy to share the cost pressure, and the final effect will be tested in the subsequent market. The products of other manufacturers still have a long delivery period compared with the previous quarter, with supply exceeding demand and tight production capacity, such as MCU / MPU / automobile chips and other high-end devices. In the market noise, we have collected the latest market trends of chips such as Broadcom, Ti, Qualcomm, ADI, Anson, and Rissa for your reference.

Broadcom: from January next year, Netcom chips will rise by 6% - 8%

According to the market, the supply of wireless network chips continues to be lower than the demand of 5g and Wi Fi 6 devices. Broadcom has informed customers that the price of its network communication chips will increase by 6% - 8% from January 2023. The delivery date of Broadcom has not improved, and it is still more than 50 weeks.

Due to the continuous return of Broadcom chips and the weak demand, many terminals are selling off their stocks, and their prices are falling, and some have even approached the market of normal orders. The representative models in the price reduction include PLX series, pex8796, pex8724, pex8733, etc; BCM series mainly include bcm56960, bcm82381, bcm8727, etc.

Ti: the price of specific IC increased by about 10% in the third quarter

Recently, it is reported that Ti has informed customers that the price of specific IC such as server IC will increase by about 10% in the third quarter of 2022. This reflects that although the demand for consumer electronics applications is low, Ti and other analog IC suppliers still benefit from the strong demand for automotive electronics and industrial control.

Ti's spot market is oversupplied. The shortage of conventional models has been basically alleviated, and the price is gradually tending to the normal price. In addition to the shortage of automobile materials and some models, the prices of the whole line have basically plunged. For example, many general consumer analog chips have dropped to the normal price, such as tps61021adsgr and tps63070rnmr, while the current price of automotive buck converter tps54260qdgqrq is still high.

Qualcomm: order delivery next year

Prices will rise by nearly 10%

Recently, some market sources said that Qualcomm had informed customers of the price increase, which is divided into two steps: the new contract price will increase by 4%, and the order price to be delivered from January 2023 will increase by nearly 10%. Qualcomm's terminal customers' demand is in a wait-and-see state, and most of the consumer goods are in stock. The prices of some of the arriving netred router chips ar8033-al1a and ar8035-al1b are still high, and the terminals continue to wait and see.

ADI: the price of many models is halved

ADI's overall market is also declining, with a large number of goods arriving from various channels, leading to the direct halving or even lower prices of many chips. Such as lt1964es5-byp # trpbf, ad5290yrmz10-r and op2177armz.

Due to the fact that customers in ADI bought the spot goods at a high price in the early stage, many of them are willing to sell to traders after a large number of goods have arrived. However, due to the lagging information, the target selling price is on the high side, so the market price gradually drops after step-by-step testing.

On SenMei: IGBT has stopped receiving orders

Anson's supply is still tight, and the shortage demand is mainly concentrated on MOSFET, logic IC and power management IC.

Not long ago, it was released that the orders of insulating gate bipolar transistors (IGBTs) for automobiles had been full, and the production had been snapped up by 2023. The delivery date of MOSFET products is generally maintained at more than 50 weeks, and the price is still high. For example, the prices of fdn306 and fdd4141 have an upward trend; The delivery date of logic IC is 30-50 weeks, the market demand is large, and the spot price is generally high, such as nc7szxx series.

Anson's analog IC delivery period is maintained at 35-50 weeks, but the most popular ncp455xx series load protection products have a price increase of more than 100 times and a delivery period of more than 70 weeks. Nc7 series, which has a wide range of applications, continues to be out of stock, some of which are 90 weeks late, and the price is still high.

Reza: structural shortage

The delivery date of Rissa's 8-bit, 32-bit MCU / MPU and automobile MCU is between 38-52 weeks, and the delivery date has a general trend of extension. Most single-chip computer models are still in the state of distribution; The delivery period of its signal chain, interface, switching regulator and other products is still 40-60 weeks.

In July, the demand of Renesas was weak, showing a structural shortage. The demand for general-purpose models declined significantly, while the capacity of the original factory was gradually released, and the delivery date of some models was eased. The models that had frequently skipped the ticket even arrived in advance.

ST: what should be missing is still missing

The demand for St continues to decline. Stm32f030c8t6 and STM32F103VCT6 are still hot-selling models, but they have basically entered the end of inventory. The latest delivery date of Q3 shows that ST's MCU / MPU / Auto chip has changed from shortage to "distribution" in a large area, and the supply is continuously tight.

Recently, st and GF (lattice core) jointly built a factory in France and jointly developed chips with Volkswagen Group. It can be said that they have made great efforts to alleviate the lack of cores in automobiles and industries. In addition, the delivery time of ST's multi-source analog / power supply and switching regulator has been significantly extended, and the delivery time is basically 40-52 weeks; The delivery date of RF and wireless chips is 30-52 weeks, which is sought after by the market; The delivery date of EEPROM products is still 52-54 weeks, and the supply is quite tight.

Infineon: the delivery date is not optimistic

Due to the recent large-scale cancellation of orders by consumer customers, Infineon's demand has a trend from prosperity to decline. Some MOS materials are also in stock, such as irlml0060, irlml2246 and irlml6344, and the overall price will drop accordingly.

In terms of analog chips, Infineon's sensor delivery period is still 18-52 weeks, and the delivery period of switching regulators, automotive analog and power supply devices is still 40-52 weeks, so the supply is relatively tight. Infineon's car chips have changed from a shortage to a distribution state, and the situation is not optimistic. The demand for automotive electronics is still strong, such as ipp65r110cfda, sal-tc299tp-128f300n BC, sak-tc233lp-32f20 and other models. However, there is still a certain gap between the target purchase price and the selling price.

NXP: continuous structural shortage

The overall demand of NXP has come to the traditional off-season, the price of LPC series has generally dropped, and some general materials of TJA series have almost returned to the normal price. With the arrival of goods in the second half of the year, the shortage will be alleviated compared with Q1 and Q2.

However, the structural shortage of NXP continues. NXP's automobile chips and MCU products jumped from the shortage in the previous quarter to the "distribution state", and the shortage mood was more serious than that in Q2. For example, the materials at the beginning of S series and MK are still very tight, i The MX 8 series is also very popular, and the price of chips in short supply is still high.

Microchip: it is hard to get one ticket for automobile MCU

Recently, with the arrival of a large number of series and models in the market, the overall demand for microchip is very weak, and the price has dropped sharply. For example, the netred chip atmega328p-au has dropped significantly from about 250 yuan in February to about 40 yuan (or even as low as more than 20 yuan), and the ksz9031rnxic-tr has dropped from more than 600 yuan to about 300 yuan, including the at24 series. At present, there is sufficient inventory.

The demand of microchip's end customers (such as some chips for consumer and industrial products) is also gradually weakening, mainly because the production capacity is gradually recovering, and the goods ordered by its customers from the original factory last year are slowly being delivered.

Many of microchip's 8-bit and 32-bit MCU / MPUs have a delivery date of more than 52 weeks, and the price has an upward trend. In particular, the demand for automotive electronics is strong, and microchip's automotive MCU is still hard to find; The delivery period of its timer and switching regulator is still 40-50 weeks. Microchip still has a tight supply of some storage products, and the delivery dates of EEPROM and flash memory products are still between 18-99 weeks.