Following the extension of the window period and price increase letter, MICROCHIP has another news: the delivery date has been extended to 54 weeks from the previous 18 weeks. As soon as this news came out, Huaqiangbei people's circle of friends exploded the pot, and quickly hit the screen. Some netizens said: "Pregnancy is only 36 to 40 weeks, and 54 weeks of delivery of the chip is heartbroken", "54 weeks of delivery, only 52 weeks of a year", "finally reflects that making a chip is much more difficult than making a human"......
In addition to MICROCHIP
The delivery time of all IC major factories is extending......
There are signs of the extended delivery time of MICROCHIP. As early as the middle of December last year, Quiksol revealed that some materials of MICROCHIP Megaco Senbeauty could not confirm the delivery time, and even reported for more than 50 weeks. In addition before the extension of the window period, the product rise across the board can see some precursor.
In addition to MICROCHIP, the delivery time of other IC manufacturers is also continuously extended, which is not optimistic.
Overview of delivery time of major semiconductor Factories (Part)
ST (stmicroelectronics) :20-26 weeks, which includes automotive grade (Series A) chips;
NXP (NXP) : At present, the standard delivery time is 16-20 weeks, frequent ticket skipping and other conditions, the actual delivery time to 26 weeks;
ALTERA: The overall demand of Alterra increases and the production capacity of the original factory becomes increasingly tight, resulting in an extension of about 6-8 weeks on the original basis;
Mixin: In the past, the delivery time was about 8-10 weeks. Recently, due to the shortage of wafer supply, the delivery time of many materials has reached about 20 weeks.
Renesas: 20-24 weeks;
TI (Texas Instruments) : There is a serious shortage of 8-inch wafers of TI. The delivery time is extended to about 30 weeks on average, and some even reach 50 weeks.
Toshiba: Some friends in the market reflect that the delivery period of Toshiba is extended to about half a year;
Qualcomm: The delivery time of all series materials has been extended to more than 30 weeks, and the delivery time of CSR88 series has reached more than 33 weeks;
Broadcom: The original factory's delivery time of 50 weeks has been implemented recently. For this delivery time, almost no customer can accept it.
Diodes: FUTURE's latest market report shows that low-voltage MosFEts of Diodes increase to 17-22 weeks;
Silj: Most products take at least 14 weeks to order;
Murata: Since Murata first informed the customer last month, the delivery time will be at least 98 days, and the latest notice will be extended by two weeks, which will take at least 112 days, and the slow delivery time will take 180 days. The delivery time is the longest with special high capacity.
Solar induced electricity: solar induced electricity delivery period was originally at least 84 days, further extended by 24 days to 112 days;
Delivery time extension, chip price increase
Next or become a nightmare for small and medium terminals
Beneath the tongue-in-cheek banter are cyborgs' concerns about short-term "fault lines" in supply. From the current situation, the extension of delivery time in a considerable period of time or become IC people suffer from shortages and price increases on the pain of a handful of salt wounds, sometimes pain, in the short term and unable to heal.
Generally speaking, if the manufacturer sends the order to the OEM 3 months in advance or has the goods on hand, the normal standard delivery time is generally 6-8 weeks.
At present, the delivery time of each major chip factory is far beyond the standard delivery range, which means that if an order is placed now, it will be at least in the middle of next year and after, while the delivery of MICROCHIP will not be completed until around 2022.
If a customer were to place an order with MICROCHIP's dealer now, delivery would be unlikely until at least 2022. Until then, the customer would have to rely on spot inventory in the market. If the project cycle of the user is within one year, the project may not be able to wait for the delivery of the chip.