Institutions predict that the semiconductor down cycle in the mobile phone, PC and consumer terminal markets has passed

 

Research firm SIG analyst Christopher Rolland pointed out in a recent report that the semiconductor industry's lead time (the time it takes for an order to be fulfilled after an order is placed) has converged to a new low in nine months, suggesting that the two-year shortage of chips caused by the epidemic has ended. past.


Rolland predicts that demand in the PC and mobile phone markets will pick up, and #semiconductor inventory levels will soon normalize. He added that the industrial and #automotive chip markets have yet to be corrected. He thinks Intel will have a chance to restock on PCs starting in Q3. On the handset side, #Qualcomm is likely to reach (inventory) balance in the next quarter or so.


Rolland said lead times for Microchip, Broadcom, and Xilinx have dropped "significantly." He believes that the lead time of #Xilinx's Field Programmable Logic Gate Array (FPGA) chips has decreased sharply in the past few months, which may indicate that the network terminal market that uses FPGAs in large quantities is slowing down, which is not good for #AMD, #Broadcom and Marvell Electronics Technology.


In addition, Rolland also said that the lead times of #Microchip, Texas Instruments and NXP Semiconductors are also declining rapidly, but STMicroelectronics, Infineon and ON Semiconductor has a more stable lead time.


It is worth noting that Raymond James analyst Srini Pajjuri pointed out in a research report issued on the 20th of last month that although the demand for PCs, TVs and mobile phone chips seems to be picking up, the demand for data centers has not yet improved. For high-performance chips, "demand seems to have cooled further in the past few weeks" and "there is a risk of excess inventory."

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