Latest spot status of NXP, Microchip, ON Semiconductor and other chips（2）

 


【Lansheng Technology News】According to the latest data released by the U.S. Semiconductor Industry Association (SIA), global chip sales in the second quarter of 2023 totaled US$124.5 billion. Although it fell 17.3% from the second quarter of 2022, it was still lower than the second quarter of 2023. Growth in the first quarter was 4.7%. Global chip sales in June 2023 were US$41.5 billion, a month-on-month increase of 1.9%. This is the fourth consecutive month that global chip sales have experienced a slight increase.


1、The overall demand for NXP is weak, inventory has increased significantly, agent arrivals have increased, and some materials have experienced price inversions.

The overall price trend of NXP is stable but declining. For example, the price of Internet celebrity material MK64FN1xxx reached 400-500 US dollars at its peak last year, but has now fallen back to around 40-50 US dollars.

In addition, the delivery time of some industrial materials and automotive materials has improved, but the supply is still in short supply, such as the hot MC52xx and S912ZVxx. However, the gap in general automotive MCUs has been reduced, but the Kinetis K series is still in short supply, and the spot price is still relatively high.


2、Microchip's overall demand is weak, and the agent's spot inventory is sufficient, but the factory client accepts low prices and is not in a hurry to deliver goods. This contradiction between supply and demand is particularly obvious in the past two months.

Microchip's delivery time continues to improve. The delivery time of 8-bit and 16-bit MCU products has basically returned to 12-30 weeks. The supply is relatively sufficient and the spot market price has stabilized.

Since last year, the demand for Ethernet switch chips has surged. Some models of KSZx are still out of stock, and prices are also at high levels.


3、ON Semiconductor's demand is mainly focused on automotive materials and industrial materials, such as NCV series and SZ series.

However, the delivery time of ON Semiconductor's automotive materials is still relatively long and has not improved much, remaining above 40-50 weeks. In addition, the delivery time of the recently popular FSV series is also very long, about 50 weeks, and the market price has remained high.


Lansheng Technology Limited, which is a spot stock distributor of many well-known brands, we have price advantage of the first-hand spot channel, and have technical supports. 

Our main brands: STMicroelectronics, Toshiba, Microchip, Vishay, Marvell, ON Semiconductor, AOS, DIODES, Murata, Samsung, Hyundai/Hynix, Xilinx, Micron, Infinone, Texas Instruments, ADI, Maxim Integrated, NXP, etc

To learn more about our products, services, and capabilities, please visit our website at http://www.lanshengic.com

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