TI, ST, NXP, ON Semiconductor chip latest market to come

Recently, the Semiconductor Industry Association (SIA) announced the global chip sales in April 2023.

According to the latest SIA research data, the global chip industry sales in April 2023 were $40 billion, up 0.3% compared to $39.8 billion in March this year, but plunged 21.6% compared to $50.9 billion in April 2022.

Current consumer electronics inventory de-stocking is less than expected, the overall demand for chips is sluggish, in addition to strong demand for automotive gauge material, other demand has been weak.

Below, compiled TI, ST, NXP, Microchip, ON Semiconductor, Infineon and other chips the latest market for your reference.

1, TI

TI's overall demand has fallen significantly, the market price of general-purpose materials continues to fall, is slowly starting to return to normal levels.

However, MSPxxx series MCU and TMS320xxx series DSP, supply shortage still has not improved, prices have increased. MSP series and TMS320 series supply is still relatively tight, PMIC series prices are still at a high level, while the TLV and TPS series supply shortage problem gradually eased.

In addition, the market rumors that TI in May began a comprehensive downward adjustment of chip prices in the Chinese market, will be compared to domestic chips to reduce prices, domestic chips what price, TI will be reduced to what price.

2, ST

ST's demand is gradually decreasing, the price of general-purpose MCU basically back to a relatively low water level, such as STM32F103xx series.

At present, ST's main demand comes from the industrial and automotive industries, especially automotive materials, shortages remain prominent, such as STM32H7 series, delivery time 52 weeks to start, the market price also remains high.
ST plans to invest $4 billion this year to expand production capacity, after it shifts its consumer capacity to the automotive category, it is expected to see a turnaround in delivery time in the third quarter.

3、NXP

NXP most of the material delivery time has returned to normal, but the demand for automotive and industrial materials is still strong.

NXP demand is mainly concentrated in the S912ZV, FS32K14 and MK series, such as S912ZVC12F0VLF, S912ZVC12F0MLF, MK64FN1M0VMD12, MKL26Z64VLH4, etc., the market price is still at a high level. Among them, MK series delivery time has been shortened, but still exceeds 50 weeks and is unlikely to be further shortened in the near future.

TJA, LPC and I.MX series delivery time has been significantly improved, TJA series delivery time has returned to about 12 weeks, LPC series about 13-26 weeks, I.MX series about 26-36 weeks. In addition, the S32K product line will replace the MC series of driver chips, the gap between the MC series will become larger this year.

NXP automotive chip revenue in the first quarter of this year increased by 17% year-on-year, the main growth point in the second half of the year is still the automotive chip.

4、Microchip

Microchip's overall demand is weak, the main demand is concentrated in KSZ8999I, PIC32MX795F512, ATXMEGA128 series, part of the material due to shortages resulting in high market prices.

Microchip's overall delivery schedule is gradually recovering, as the market has more inventory, the price of general-purpose materials back down significantly, such as MCP17XX, MCP25XX and other interface chips, the market price is falling back to normal levels.

However, the popular ATMEL 8, 16-bit MCU capacity scheduling is more irregular, such as part of the ATXMEGAx delivery period lasts 52 weeks, the delivery of popular material to return to normal in this year is still difficult.

5, ON Semiconductor

The market price of most ON Semiconductor models has decreased, but the demand for automotive materials is still in a growing trend, and the shortage of image sensors, MOSEFT and transistors is not significantly alleviated.

In terms of lead time, image sensor lead time is above 30 weeks, MOSEFT and diode lead time is maintained at 36-52 weeks, IGBT and rectifier lead time is above 40 weeks, while logic devices lead time has improved and shortened to 20-30 weeks.

In addition, ON Semiconductor said it is considering investing $2 billion to increase production of automotive SiC chips.

6, Infineon

Infineon most of the material prices have fallen, but some materials are still "sky-high", such as some irreplaceable high-end automotive MCU Aurix TC series.

Functional devices, IGBT and high-voltage MOS continued to shortage, TLE series delivery time is still long, maintained at about 50 weeks, other materials inventory pressure, demand is relatively sluggish.

Infineon's revenue grew 25% year-on-year in the first quarter of this year, with the automotive products business growing strongly by 35% compared to the same period last year.

7, Renesas

Renesas regular material scheduling has returned to normal, most of the delivery time back to 16-24 weeks, delivery is gradually improving.

Renesas demand is mainly in automotive materials, such as R5S, R7S, R7F70, HD series, automotive materials supply is still tight, delivery time in 45 weeks or more. Some of the colder models such as R5F, ISL and other series, is still relatively out of stock.

Renesas announced in May this year to invest 47.7 billion yen in Japan to expand production, plans to increase the production capacity of automotive semiconductors by 10% by 2026.
8、Broadcom

Broadcom's consumer and communications materials demand is low, shortages are mainly concentrated in part of the automotive materials and some high-end PLX materials. high-end PLX materials are hot, mainly due to the rapid development of artificial intelligence.

Broadcom signed a multi-billion dollar agreement with Apple in May to cooperate in the development of 5G RF components, including FBAR filters and tip other wireless connectivity components.

These are the latest quotes from TI, ST, NXP, Microchip, ON Semiconductor, Infineon and other chips, hope it helps!