The market of TI, ST, NXP etc IC chips in 2022 Q3: who is rising and falling?

In the third quarter that just passed, the semiconductor industry entered a downward cycle, and the carnival of upstream foundry prices finally came to an end. Under the pressure of destocking, IC design manufacturers frequently cut orders for foundries. Even so, the current destocking situation in the semiconductor industry chain has not improved. The inventory of consumer MCU, PC and related component suppliers is still sufficient, and the high inventory crisis will be larger than expected, or will gradually approach the peak from the fourth quarter.

From the chip spot market, the overall demand was weak in the third quarter, which was more obvious in July and August, and rebounded in September. The supply of consumer chips tends to be saturated, and the shortage has basically been alleviated. The price of general-purpose chips, which had previously risen to a high level, plunged, and the market price gradually fell to a stable price or fell back to the level before the price increase; structural shortages of automotive chips still exist, concentrated in Some unpopular parts and parts that are difficult to replace in China at present; the demand for industrial IoT chips is relatively large, the original factory delivery time is prolonged, and the market price continues to rise. few.

The following is a summary of the main brand IC market and shortage situation, for your reference only:


ti logo

TI: Auto chip quotations remain high

Shortage Situation:
In August, except for automotive chips and other types of chips that were in short supply, the prices of TI's chips basically plummeted, and the supply of conventional chips was oversupplied, and the prices gradually tended to normal prices. Such as TI's LM358, which once rose to 1 CNY, and now returns to 0.1-0.2 CNY. TPS51200DRCR, once to 60-70 CNY, now 2.5 CNY. TI's automotive chips are in high demand, and it is difficult for Chinese brands to replace them. Market quotations remain high. If there are individual needs to accept high prices, the premium for related chips will be even higher.

For example, TPS92662AQPHPRQ1 fell below 500 CNY in the first half of the year, and recently rose from around 100 CNY to around 300 CNY. The highest transaction price reached 400 CNY in mid-September, and its official price was lower than 40 CNY.

Higher demand and pricing for the LMZ series of step-down modules has led its distributors to delay the distribution of the LMZ series until the end of this year or early 2023, the DS90UB series like 934/949/954 is currently in severe shortage in the market, suppliers see China High demand from automotive customers.

Downstream Inquiries and Orders Situation:
End customers are more on the sidelines and are no longer eager to purchase inventory. There are few actual orders that can accept spot quotations and direct transactions. Except for some materials that are in short supply, they have to negotiate and compare prices several times before finalizing them. In the face of high premiums, customers with real order needs have higher bargaining levels than before.

Manufacturer Situation:
TI's backlog of orders is volatile, with some deliveries at one time and some delayed until 2023. It is reported that TI is shifting production capacity from low-value products (diodes/MOSFETs) to high-value products (TPSxxx). Due to limited production capacity, it is difficult to meet the growing demand. The TMS-xxx series is expected to increase in price in the third quarter of 2022. Automotive Product portfolio pricing is expected to continue to rise.



ST: Auto chips continue to be in short supply

Shortage Situation:
The overall demand for STM in August was relatively flat, and the bargaining power of customers improved. The price of 8S003 has been steadily reduced from the first half of the year, and the price of popular models such as STM32F030 and F103 series has also been steadily reduced.

STM32F429VET6 is currently in short supply, with a lead time of more than 43 weeks. The STM32H7xxxx series for high-end monitors will continue to be in short supply until the third and fourth quarters of 2023.

Auto chips are still in short supply, and the delivery period has changed from a shortage to a "distribution" state. For example, the actual inventory of VNQ7050AJTR is relatively small, and the quotation is currently at a high of 350 CNY (the normal price is about 7 CNY), which has doubled since the beginning of the year. Automotive MCUs SPC56 and SPC58 are experiencing volatile supply with only 50% allocated to meet demand. The supply of the VNH series and VNL series of automotive smart power ICs is also constrained, with only 30-40% allocated to meet demand.

The non-automotive EEPROM products M24, M93 and M95 have 30% of the supply allocated to demand.

Manufacturer Situation:
ST's overall delivery time is still showing no signs of shortening. In the field of MEMS and automotive sensors, the supply level is gradually increasing. Analog chips are around 40-50 weeks, and delivery times are rising. Automotive SPC, VN series and MOSFETs are between 60-70 weeks.

ST is prioritizing its medical and automotive tier-one customers. Production has not improved due to wafer shortages, which could last until the second half of 2023. In response to chip shortages, Volkswagen will work with ST to develop new semiconductors.



NXP: Increase industrial control, auto chip prices in Q4

Shortage Situation:
There are still serious shortages of chips for industrial control, automobiles, and Netcom. The industrial control MK series is the mainstream, such as MK64FN1M0VLQ12, the quotation is currently around 8,000 CNY, but the transaction price has soared to around 10,000 CNY; the delivery time of sensors, interfaces, automotive simulation and power supply chips has been extended, and the longest is 52 weeks. , automotive chips BUKxxxx and PSMN series MOS have been affected, and the demand for automotive chips such as S912xxx and S9Sxxxx is soaring; MCU is in extreme shortage, such as S12ZVM, the price has risen to 100 times the original cost in August; while the LPC series price is still falling; The TJA series are mostly smooth.

Downstream inquiries and orders Situation:
The demand for the F series of automotive materials that has been silent for a long time is more, and the transaction is still relatively sluggish. In the past, the shortage of materials could be completed on the same day or 1-2 working days from inquiry to placing an order, but now it has been extended to 3-5 working days or more.

Manufacturer Situation:
Due to the COVID-19 pandemic, labor shortages, and short supply, NXP's factory operations have been limited, and the supply of EEPROM has been in a tight state, with a backlog of reservations until 2023. The lead time for the industrial series is 52-78 weeks. NXP plans to increase the prices of industrial and auto parts in the fourth quarter. It is expected that the industrial control category will increase by 10% and the automotive category will increase by 20%. Consumer prices did not rise.



Renesas: Global chip shortage eases in mid-23 years

Shortage Situation:
In August, Renesas was still in structural shortage. Most industrial control and automotive chips were in short supply, and consumer demand continued to decline.

Manufacturer Situation:
The full capacity of the Renesas Kawasaki plant outage has been restored, resulting in just one week of lost production. Renesas' lead time has generally been extended to 50 weeks, and the lead time of video integrated circuits has exceeded 70 weeks. Renesas CEO Shibata Yingri said recently that the global chip shortage will ease by mid-2023.


microchip logo

Microchip: Expected to have insufficient capacity until 2023

Shortage Situation:
The overall demand in August was obviously flat, and materials such as gateway chips and 32-bit MCUs are still popular.

For materials that are in short supply, such as KSZ9031, distributors still maintain a high attitude, and the price will not be low until the customer quotes the expected price. The delivery time of some automotive MCUs is at least 55 weeks, and the price remains high.

8-bit MCUs such as PICx series have a lot of supply and price comparison in the market, but there are still some out-of-stock series with high prices. A small number of chips that are still out of stock, such as KSZ8995 and KSZ8895, have no record of arrival in the original factory in the second half of the year, resulting in a small-scale price increase. Microsemi's PM and PD series belong to the hardest-hit areas of shortages in July and August. Last year, the LE series, such as LE9641-43, which had a serious shortage of cores, were relieved in August, and PM8055 and 8043 were out of stock in August. output.

Downstream inquiries and orders Situation:
There are basically no inquiries for general materials, and the price acceptance ability of customers with actual needs is relatively low.

Manufacturer Situation:
Microchip is currently suspended due to the epidemic, and its production capacity is insufficient. Its back-end raw material suppliers are also affected, and it is difficult to meet the material supply. The original factory is actively trying to increase production capacity to meet the needs of major customers. It is expected that this will continue to affect Microchip's production in 2023.


adi logo

ADI: Price increases have been made for all product lines

Shortage Situation:
The overall market situation in August was still declining, and the large number of arrivals from various channels led to the gradual trend of many materials to the market price level before the shortage. High-end chips such as automobiles remain out of stock, and some popular high-end analog chips still have actual orders despite the lack of growth.

ADUM, ADG, AD7, and AD8 are still the most popular, and the interface isolation ICs such as ADMx and ADUMx are diving more and more frequently with the arrival of goods.

Downstream inquiries and orders Situation:
The arrival of a large number of general-purpose chips but the reluctance of customers to pick up the goods continues to lead to lower prices. For example, the spot price of AD7606BSTZ has been opened by customers to less than 7 US dollars.

Manufacturer Situation:
Maxim and ADI officially merged in August, the lead time in the industrial sector has been extended to 40-50 weeks, the lead time of ADUMxxxx is being extended, and the price increase is expected to hit a new market high. There are customers who have received notices of de-commitment and have seen deliveries delayed from August 2022 to December or January 2023. The original ADI factory has issued a price increase letter and will increase the price of all production line products on September 25.


infineon logo

Infineon: Auto chip transaction prices generally lower

Shortage Situation:
Orders for consumer chips have been canceled on a large scale recently, and the demand has changed from prosperity to decline.

The demand for automobiles is still strong, but the price acceptance is low. The quotation for the car 32-bit MCU SAK-TC387QP-160F300S AE rose sharply to 4,000 CNY. It is said that some people offered more than 4,300 CNY, but the actual transaction price of the buyer only accepted more than 2,000 CNY. TLE4263-2ES is also under price pull, and some customers have low price acceptance after domestic substitution.

With the recent decrease in demand, some low-voltage MOSs such as IRF250NPB and IRF2804PBF are in stock, but some high-voltage MOSs are still at high prices.

Manufacturer Situation:
The current backlog of the original factory is still very large. The MOS delivery period is maintained at 50-65 weeks, and the IGBT is 39-50 weeks. The situation is not optimistic.


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