Infineon: Automotive MCU shortage may ease in the second half of the year

Infineon said that it expects the shortage of automotive MCUs to ease in the second half of this year. It also pointed out that semiconductor demand in the automotive, renewable energy and security fields remains strong, but there is a cyclical slowdown in consumer product demand. spending budget cuts. According to Infineon, with the continuous development of electric vehicles and ADAS, customers are now more willing to sign capacity reservation agreements or long-term commitment orders to ensure semiconductor supply. In addition, considering the recent customer inquiries, Infineon’s MCU, SAK and other materials are still out of stock, and some MOS are currently in short supply due to the impact of the fire in Wuxi. The demand for BTS, BSS, and BSC series is relatively strong.

Microchip: Delivery has eased

The overall demand for MICROCHIP has declined this month. Its main demand is concentrated in automotive MCUs, and product delivery is also returning to normal levels. The delivery of PHY and Ethernet is maintained at 30-52 weeks, and the delivery of 8-bit and 32-bit MCUs In 36-52 weeks, and the delivery period of EEPROM is still longer, reaching more than 60 weeks. Due to the arrival of a large number of agents for the rest of the materials, the market price is falling.

NXP: NXP may increase the price of most products

This month, NXP's demand is mainly concentrated on automotive specification materials. It is reported that due to insufficient factory production capacity, the supply is in short supply. Starting from January 23, NXP will increase the prices of most products, and the increase is expected to reach 15%-40%. Affected products are automotive microcontroller unit (MCU), MCIMX series. In terms of delivery time, the original standard delivery time is still more than 50 weeks, and the delivery time of automotive chips including power semiconductors may continue to be extended later. In addition, NXP recently stated that according to the forecast of received orders, the company's current production capacity can only meet 80% of the order demand, which shows that the problem of supply shortage will not be alleviated in the short term.

STMicroelectronics: ST Most material prices have returned to normal levels

Most of ST's materials have returned to normal prices, general material agents have sufficient inventory, and are currently in the stage of reducing the inventory level. As for the general MUC with a high inventory level in the market, suppliers are selling goods, but there are also a small number of them. Materials in short supply are still at high prices. In addition, ST's relatively scarce materials are mainly concentrated in vehicle specifications, such as V9369 and VN series. The prices of these materials are still high, and the supply of goods is relatively tight. In terms of delivery time, ST's product delivery time has eased, and customers' demand for urgent materials has decreased.