St, Ti, Risa and other chip Market: drought and waterlogging

The chip spot market price has presented a double situation of "ice" and "fire".

On the one hand, the demand for all major general-purpose chips is cold, and the price tends to return to normal, "MCU chip prices plummeted", "analog chip avalanche 80%". On the other hand, the price of high-end application chips is still soaring, and the demand is hot, such as "Infineon car chips are stronger than the epidemic" and "Netcom chips are out of stock".

The recent uneven price situation of the major chip markets has also led to two different hot and cold situations within the same brand. This article reviews ten brands in the chip spot market, such as St, Ti, NXP, rexa, microchip and Qualcomm, for your reference.

ST: stable price reduction vs 5-fold increase in half a year

Stm32f030, F103 series and stm8s003 series all saw stable price reduction.

The shortage of ST is concentrated in discrete devices, vehicle gauge chips and power switches. For example, the high price mixed signal MCU stm32f373rct6 (applied to sensors) has increased from 20 yuan in April last year to about 700 yuan at present.

Automobile intelligent power IC upper / lower bridge arm switch vnq7050ajtr increased from 80 yuan in January this year to 500 yuan in June, a five fold increase in just half a year.

The domestic substitution of ST has been promoted all the time, and its opportunities in the spot market have been further weakened. The market price of St this year has continued to fall along with two waves of epidemic. However, some chip products with high technology content, such as automobiles, are difficult to replace and have a large gap, so the price will be difficult to fall for a while.

Microchip: return to normal vs record high price

Microchips used in automotive electronics are in short supply and very expensive.

The price of mcupic18f26k22-i / SS, an 8-bit car, has soared from about 30 yuan in the past half year, constantly breaking records, and is now approaching 250 yuan.

The Ethernet chip ksz9031 used in automobiles, after the price fluctuated, again broke the high record, reaching 1200 + yuan.

It is reported that due to the unsealing of Shanghai, the Ethernet chip of microchip and ATMEL microcontroller have arrived one after another, and the demand of the factory is small, so the price has dropped somewhat, such as ksz9031, usb2514bi and atmega328p-au.

The price of 8-bit MCU atmega328p-au has continued to drop, and the current quotation is more than 20 yuan. The price of the high-speed hub controller usb2514bi is close to the normal price (8 yuan), and is currently around 30 yuan.

Ti: price reduction vs 10 times price increase

Ti is currently structurally short of goods, of which automobiles are in short supply and the price remains high for a long time.

It is difficult for the price of special analog chips to fall to the normal price in a short time, and even floating price increases occur, mainly because the demand for special fields such as automobile is still very strong.

For example, the automotive step-down converter tps54260qdgqrq1 is applied to 12V and 24V automotive and industrial systems, as well as information entertainment, cluster and ADAS applications. The popularity is quite high, but the price of more than 80 yuan is still about 10 times higher than the normal price (8 yuan). The overall high price may be accompanied by a false high price.

The current price of tps92692qpwprq1, an automotive LED driver chip, is still very high after it plummeted from an exaggerated high. We should know that the price of this chip was still 35 yuan in July last year, and the current price of 320 yuan has increased by about 10 times compared with the previous year.

The power management chip tps53513rver of Netcom has dropped to about 600 yuan this year, and the price is still high.

Of course, the price of GE's consumer analog chips has dropped considerably, and many of them have dropped to the normal price, such as tps61021adsgr and tps63070rnmr.

After the chip market overheated, "the tide receded, and only then did we know who was swimming naked". On the other hand, it is difficult to replace high-specification chips such as automobiles, which has a large demand, and has become a new hot fried chicken in the chip spot market.

ADI: touch through base price vs price rising

At present, the demand of ADI is weak, and the buyer is trying to find the bottom price, hoping to buy at a lower price.

Ad8606arz, ad8606arz and ad8606arz (operational amplifier) have recently suffered severe price reductions. For example, the ad8606arz was once 80 yuan, but now it has dropped to about 50 yuan. This operational amplifier is used for photodiode amplification, battery powered instruments, multipole filters, sensors, bar code scanners, and audio.

It is reported that the price of these chips has returned to the low level, and there is a situation that customers bought the spot at a high price in the early stage. Now, after a large number of goods have arrived, many are willing to sell them to traders. 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.

The price of ADI's automobile analog chip is also high, such as the amplifier ad8657armz-r7, which is currently about 280 yuan.

The price of ltc6992is6-1 # trmpbf is around 350 yuan. It is a voltage controlled pulse width modulator (PWM) for heater control, LED dimming control, portable and battery powered equipment, etc.

Infineon: Cliff price reduction vs serious lack of price rise

Infineon has stepped from a large-scale core shortage to a small-scale core shortage. At present, automobile chips are also seriously out of stock.

In terms of MCU, the typical chip sak-tc234lp-32f200n AC is at a high price of more than 2000 yuan. It is a 32-bit MCU for automobile and industry.

In terms of MOS, the gap of 200V MOS is large, the overall price is stable, and there is no steep price reduction.

Infineon also has chips with lower prices. For example, btt6200-4esa, an intelligent high side switch for power vehicles, has been reduced to less than 25 yuan.

NXP: soaring price vs strong high price

The gap of NXP's automotive and industrial chips is prominent, while the demand for consumer products is falling. In addition, it is rumored that the official price rose by 15% from July.

The price of materials with large gap is still strong. Take the general MCU mke15z128vlh7 covering automotive, industrial, mobile consumption and other applications as an example, the price is currently at a rare high level.

However, its 16 bit MCU s9s12g128avlfr has fallen to the low level below 100 yuan.

In addition, the price of NXP LPC series is falling, and TJA and other products are relatively stable. With the arrival of goods in the second half of the year, the shortage will be alleviated compared with Q1 and Q2.

Reza: two extremes of the spot market

At present, the spot market has more inquiries and less orders for Rissa. Although its automotive chips have eased compared with last year and the first quarter of this year, there is still a shortage. Some models, such as r7f7010323 / r7f7010283, have not eased in supply.

The industrial power management chip isl8203mirz has a market price of about US $5.00 in Q1. It is reported that the price has increased 10 times based on the market price of Q1 recently.

Its power management chip hip4082ibzt is used for UPS system, DC motor control, full bridge power supply, switching power amplifier, noise reduction system, battery driven vehicles and so on.

In short, the spot market of RISA also presents two extremes. The shortage of goods is even more, and the price remains high, while the bargaining space for products without shortage is increasing.

Anson beauty: GM expected to fall vs Auto expected to rise

The overall demand of Anson beauty is still hot.

In terms of discrete devices, the prices of General-purpose diodes and transistors have a downward trend recently, and the prices of 1smb59xx series have dropped significantly, such as 1smb5921bt3g and 1SMB5913BT3G. 1smb59xx series is the diode product of Anson beauty, which is applicable to a variety of different terminal products.

However, the MOS price of Anson beauty is high (the market price of Fairchild's products is still high), and the delivery date is generally more than 50 weeks, which is the main demand category. The price of automotive MOS such as nvmfs5c450naft1g is high, about 120 yuan.

Compared with the competitive products of other brands, the price of logic devices of Anson beauty is higher. In terms of simulator parts, there is a large demand for power supply materials. The delivery date of the popular ncp455xx series is more than 70 weeks, and the market spot is small, and the price is still high. The demand for image sensors in June increased compared with last month, and the spot price in the market was generally more than 10 times.

Qualcomm: serious shortage of Netcom chips

Qualcomm's overall demand in the near future is small, and customers are mainly waiting and waiting. The network red router package is 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 specification material has been fried to about 2500 yuan, and there is very little in stock.

Qca8337n-al3b also had a large demand last month, but there is no spot support in the market at present. The ar8031 / ar8035 / ar8033 series used for Netcom base stations are expected to have no capacity reduction this year.

Broadcom: automobile materials are still in short supply

The demand of Broadcom in June was relatively weak. The PLX series did not reduce its price because of the low demand, and the price remained high.

Some material numbers have been reduced from more than 900 US dollars to more than 200 US dollars. After only one week, some customers even do not take delivery after placing orders.

The switch series has too much inventory, but the current delivery date has not been improved. For its Avago series, there is still a shortage of automobile materials, and the price is lower than the high level.

summary

Since the second half of last year, the chip spot market has ushered in a structural shortage. The demand of chip spot market represented by hot search brands such as st and Ti was cold, and the once high price became a price without a market, gradually moving towards the normal price.

In addition to the consumer applications that frequently sing bad, we find that the chip prices of mainstream brands show two differences. It is precisely because of the decline of general chips that the chips with high technology content such as automobile, industrial control and communication, which were originally in the high position, are more prominent, and their prices have also continued to rise recently, and they are moving toward the unprecedented high price level.

In terms of automotive chips, the trend of intelligence is inexorable. As the automotive industry chain recovers from the stagnation of the epidemic, the demand for automotive chips will continue to rise, such as vehicle gauge MCU, IGBT and power management chips. Distributors who seize the opportunity will continue to benefit from the shortage. In addition, at present, the global Netcom chips continue to be out of stock, and the chip prices of leading American manufacturers have skyrocketed, bringing opportunities to Taiwan brands.

The shortage of chips continues to be in short supply. Will hoarding and speculation come again? After the new wave of shortage of materials, what will be left for the entire industrial chain?