The price rise continues, and the original factories in Europe and the United States have new developments

 Under the influence of the epidemic and various global emergencies, the global chip industry fell into the tide of shortage and price rise in 2021. Now a year has passed, and the tide of chip shortage seems to have not been alleviated. The average chip delivery date data in November rebounded again, which makes people sweat. Next, we have sorted out the latest market trends of 13 original chip manufacturers such as St, Ti, Renesas, NXP, ADI, ansenmey, Xilinx, microchip and Qualcomm, so that everyone can know the market situation.

ST: there is a big gap between high-end products and vehicle gauge chips

Since the price of St products fell, most spot traders have been selling goods, but there has been a slight rebound this month. For example, the prices of stm8s003f3p6tr and STM32F103VCT6 increased slightly. It is worth noting that the market price of ST's brake system chip has soared all the way recently, and other automotive chips have also risen. In addition, there is still a large gap in high-end products and vehicle specification chips, and the delivery period is still very long.

In addition, the original st factory is expected to readjust its production capacity after December 25. The orders of small customers are expected to be included in the production plan, and the production capacity will also improve. The original owned wafer factory has also put into production stm8s003, 005 and stm32gxxx series, but TSMC wafer series such as stm32lxxx series and vehicle specification level will still be in short supply in the first half of next year.

Renessa: the whole line will increase by 10% in January next year

Renesas recently announced that the price of the whole line of products will rise by 10% from January 1, 2022, including the dialog products newly acquired by Renesas. The price increase is mainly due to the capacity constraints of front-end (wafer), back-end, testing and packaging and raw materials, resulting in a significant increase in costs for suppliers. It is worth noting that some old models of household appliances will be discontinued and the production capacity will be transferred to vehicle specification IC.

In addition, the delivery period of Renesas analog chips in the fourth quarter has been extended from more than ten or twenty weeks to forty or fifty weeks.

NXP: issue an announcement to warn the first wave of shortage

Recently, NXP original factory issued a warning notice to customers to remind customers to hurry up the preparation in Q4 to meet the shortage wave in Q1 of 2022. At present, there is a big gap in the supply of MK series, and the order scheduling of most customers has been postponed to 2023. The partial delivery time of MPU, MCU and clock chip is up to 78 weeks. Keen series has been seriously out of stock since Q3. The average delivery date given by NXP is about 52 weeks, and some materials have not even been delivered.

In addition, NXP car gauge chip has eased some time ago, so many customers are in a wait-and-see state. However, at present, the actual arrival quantity of the original factory is not as much as expected. For some shortage of vehicle chips, the original factory has implemented the distribution system, and the warehouse inventory of all agents also needs to be approved by the original factory for deployment and shipment.

Ti: it is expected that the shortage of materials will be alleviated in January next year

According to the news, Ti expects a large number of spot goods to leave the factory in January next year, and the shipment will be significantly higher than that in October, so the shortage of some materials will be alleviated. At the same time, it is expected that the market price of Ti will also tend to be stable by January next year.

ADI: from December 1, the full range of products increased by 6%

Recently, the market of ADI continues to be hot, and the product price is also rising. The demand is mainly concentrated in server and automobile products. The price of general-purpose products is relatively stable due to a small amount of arrival from the original factory last month. In addition, ADI announced that the price of the whole series will rise by 6% from December 1. According to insiders, by 2022, ADI may announce a new round of price increase, which is expected to be more than 10%. It is expected that the market will be in a state of sharp price rise at that time. At present, the demand for ADI has increased significantly, the delivery date of some materials has been more than 90 weeks, and the subsequent prices are also bullish.

In addition, Meixin, ADI's brand, will also announce the price increase as required by the headquarters. It is expected to issue a price increase letter in February and March next year. The specific increase is unknown. At present, the delivery date of Meixin's general material products is about 26 weeks, and the delivery date of special material number products is basically more than 40 weeks.

Ansenmei: the delivery period is up to 80 weeks

Since Q4, the market demand of ansenmey has increased significantly, mainly reflected in logic IC, MOSFET and image sensor. Among them, the demand for Logic IC of 74 series has increased significantly. Due to capacity constraints, ansenmey's current product delivery dates are 30-50 weeks, and some products are even up to about 80 weeks.

Due to the recent surge in demand for medium and high voltage MOS tubes, the market price has risen all the way. In addition, at present, many factories have inclined their production capacity to vehicle specification products, resulting in almost no goods for delivery of low voltage MOS tubes, and some delivery dates have exceeded 50 weeks. In addition, there is news recently that ansenmey will adjust the order window again, and orders for some materials will not be cancelled. It can be seen that the shortage of Ansenmei will last for a long time.

It is worth noting that due to the continuous outbreak of the demand for intelligent driving of new energy vehicles, ansenmey image sensors are also out of stock in a large area, and the price rises again and again. NTD, NCP and NCV series are out of stock. It is expected that the shortage will continue until Q2 of next year.

Xilinx: serious shortage of 6 / 7 Series

At present, the material shortage of Xilinx (Xilinx) 6 / 7 series is very serious. This series has been OEM by Samsung before. However, due to the contradiction in the recent cooperation negotiation between Samsung and Xilinx, Xilinx has been unable to obtain the production line capacity of this series. It is expected that the shortage of this series will last for some time.

Xilinx's FPGA and CPLD products are in great demand, and the overseas market is even more popular. The quotation is generally raised from tens of dollars to hundreds, thousands or even tens of thousands of dollars.

Microchip: extended product delivery

It is reported that microchip (American microchip) recently negotiated with TSMC on the wafer capacity reservation plan. The tight capacity will lead to the extension of product delivery time. Most microchip products may be out of stock for a long time, in which MCU will be extended from at least 30 weeks or 40 weeks to at least 52 weeks.

The good news is that the price of microchip's SMSC series has fallen, such as usb2514bi, 2514b, ksz9031, ksz8081, usb2517, lan8710 and lan8720. These materials that were particularly out of stock in the past few months are slowly alleviated. Many goods have arrived one after another, but the price is still at a medium high level.

Cypress: serious stock hoarding

At present, the shortage of cypress MCU has been alleviated, and many customers have found alternative localization solutions, resulting in serious stock hoarding of cypress.

Toshiba: prices will rise again in January next year

Toshiba recently announced that due to the rising prices of raw materials, logistics and other supply chains and the increasing pressure on the company's profitability, Toshiba electronics itself has been unable to absorb the cost, so it has decided to officially raise the price from January 1, 2022, and the specific price increase has not been announced.

Qualcomm: increase Bluetooth products on December 31

Qualcomm is expected to stop production of ar8031 and ar8035 series chips, and some of them will be in short supply next year. This month's popular out of stock model ar8031, the spot price has been fried to more than 1200 yuan, the follow-up original factory has no output, and the shortage cannot be alleviated in the short term.

In addition, Qualcomm recently announced that it will raise the price of its Bluetooth products for the second time from December 31. Among them, qcc51xx series will increase by 17%, qcc30xx series by 6%, csr8670 / csr8675 by 21%, csr8811 series by 15% and csr8615 / csr8635 by 13%.

Diodes: the delivery time is extended to 40-50 weeks

In terms of diodes, the delivery time of diodes original products is extended to 40-50 weeks. Diodes said that in addition to the shortage of wafers, the production capacity of the original factory is also very tight, because most of the production capacity of the original factory is allocated to automotive and power management products, which indirectly leads to the failure of normal supply of products with low unit price such as discrete devices.

Infineon: orders need to be placed at least one year in advance

Infineon is still seriously out of stock in the market. The delivery date of Infineon products has not been alleviated until now, mainly focusing on MOSFET and switch chips. Some agents reported that the end customers need to place orders at least one year in advance.

At present, Infineon MOS products are basically distributed. The delivery time of low-voltage MOS is 42-52 weeks, that of high-voltage MOS is 36-52 weeks, that of IGBT materials is 39-50 weeks, and that of automobile related chips is 45-52 weeks. It is gratifying that although the delivery time of the original factory is long at this stage, the scarce materials have been delivered in succession. However, the original factory also mentioned recently that there will be more shortage of automotive chips such as IGBT next year.