Recently, the U.S. Semiconductor Industry Association (SIA) announced global chip sales data for October 2023. Global chip sales have increased month-on-month for the eighth consecutive month.
According to the latest data from SIA, global chip sales in October 2023 were US$46.6 billion, a decrease of 0.7% from US$46.9 billion in October 2022, and an increase of 3.9% from US$44.9 billion in September 2023.
2023 is about to pass, and many institutions such as Gartner, WSTS, IDC, and SEMI are also optimistic about the strong rebound of the chip market in 2024, and they all predict that it will achieve double-digit growth.
However, judging from the current spot market, the chip spot market is still quiet and not prosperous in the peak season.
Below, we have compiled the latest market prices of chips from major manufacturers such as TI, ST, ADI, NXP, Microchip, ON Semiconductor, and Infineon, for your reference only!
Demand for Texas Instruments continues to be sluggish, and the supply of general materials is improving day by day. In the spot market, some general models are much lower than the normal order price of customers, and the prices are upside down.
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Texas Instruments' weakness in the industrial market has further expanded, demand in the industrial sector has continued to deteriorate, and it is currently in an inventory adjustment phase, which may continue in the next few quarters.
The supply of TI logic devices and linear device products has improved significantly and is expected to be in 8-20 weeks, but the supply of high-speed ADC series, high-precision operational amplifier series, isolation series and high-voltage and isolated power supply series products is still tight.
The overall demand for STMicroelectronics is still not high. The delivery cycle and capacity utilization of 8-bit, 16-bit, and 32-bit MCU products have basically returned to normal, but the supply of the STM32H7 and STM32F series is still limited.
STMicroelectronics has very little demand for general materials out of stock, order prices have stabilized, and agents have sufficient inventory. ST's flagship products, such as the industrial 32-bit MCU STM32F1x series, are affected by the current excess inventory. It remains to be seen whether demand will recover in 2024.
Clients are becoming more and more price-sensitive, and price acceptance remains a major challenge.
3. ADI
ADI demand continues to be weak, consumer electronics materials are in sufficient supply, and prices are inverted. However, demand for industrial control and automotive-grade materials is relatively tight, and delivery times are still long, especially for amplifiers, DACs, and switching regulator series.
As of October, the delivery time for industrial control, medical, new energy vehicle and other related products has reached more than 30-52 weeks.
Recently, there is news that ADI will adjust the prices of all products again in February next year, mainly for mature products, with an expected increase of about 15%-20%. Communication products will have a larger increase. There are currently no specific measures for scarce materials such as LT and MAXIM. .
4.NXP
Recently, the overall demand for NXP has picked up. The hot spot of demand is automotive chips, mainly concentrated in the FS32K1 series, but the price acceptance is not high.
The current inventory level of the TJA series is relatively high, and some models have experienced price inversions. The delivery time of 32-bit MCU and DSP products is still long, with the delivery time of some models reaching 54 weeks.
Overall, the transaction price of NXP is still at a low level, and there are fewer and fewer opportunities for shortages.
It is understood that NXP is working hard to reduce inventory and intentionally adjusts the shipment of automotive chips to reduce the risk of inventory expansion.
Microchip's demand is still concentrated in the automotive field, mainly due to material shortages, but overall spot demand is still weak.
The prices of most of Microchip's general-purpose 8-bit and 16-bit MCU products are stable, and inventory levels are returning to normal. However, the supply of some automotive and industrial materials is still limited, and materials in short supply are expected to maintain high price levels.
ON Semiconductor's demand is concentrated in the automotive and industrial fields. The shortage situation has not improved significantly and the delivery time is still unstable.
Due to the downturn in the global chip market, ON Semiconductor is considering closing its Bucheon factory for about two weeks starting around mid-December. It is understood that ON Semiconductor currently produces silicon carbide (SiC) metal oxide semiconductor field effect transistors (MOSFET) and silicon (Si) insulated bipolar transistors (IGBT) on the S1 to S4 production lines of the Bucheon plant.
7. Infineon
The overall demand for Infineon is still not high, but the price of automotive/industrial control MCUs remains high. The supply of ordinary high- and low-voltage MOSFETs is gradually returning to normal. Consumer demand is sluggish, and low-voltage MOSFETs face the risk of excess.
In addition, due to insufficient manufacturing capacity of IGBTs, the delivery period is still long, and the purchase cost of spot products is also relatively high.
8. Renesas
Renesas demand is relatively stable, and demand for products such as MCUs, analog and power devices remains stable.
It is reported that Renesas is canceling orders for certain MCUs in order to supply R5 and R7 series/prefix products. Due to production capacity issues, the delivery time of the PS2561 series has been extended a lot.
Recently, Renesas announced the launch of the RA8D1 MCU product group. The RA8D1 MCU has a breakthrough performance of more than 6.39 CoreMark/MHz and supports graphics display and voice/visual multi-modal AI applications.
9. Broadcom
The overall demand for Broadcom has increased significantly, and the demand for communications and some server materials has also increased, but clients are still waiting to see.
The demand for automotive materials has dropped, there are basically no shortages, and prices are no longer high. In addition, AI chips have been affected by the CPU ban, prices have also fallen, and demand has slowed.
10. Xilinx
Xilinx's supply situation is improving and overall delivery times are returning to normal.
Xilinx has sufficient stocks of general-purpose materials, and the 6S series is at the forefront of price cuts. The price of the general-purpose 7 series is relatively moderate, but the inventory level of the 7 series is still high.
The above is the latest market situation of TI, ST, ADI, NXP, Microchip, ON Semiconductor, Infineon and other chips. I hope it will be helpful to everyone!
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