Since the middle of November last year, the range of chip shortage and price increase expanded, and the "domino" caused by the shortage of wafer production capacity began to gradually spread: wafer growth, material growth, PCB board growth, seal growth, chip growth, not only foreign IC growth, domestic chip also began to shortage and no solution temporarily. After entering December, domestic and foreign IC manufacturers began to intensive to join the price surge army, since then, domestic IC manufacturers into the "radish squat" issued price letter mode.
After 2021, price hike letters did not stop: China Resources Micro, MICROCHIP and other companies sent price hike letters one after another, with almost the same reason as the previous price hike letters of "demand growth and production cost increase". Some readers ridicule has been on the price of the letter "immune", in the face of the lack of rising prices constantly erratic letter, it is better to pay attention to the recent chip chip spot market. Chip Superman summarizes the chip spot market for your reference.
A number of car companies due to the lack of "core" forced production cuts
Car chip factory shortage shortage!
Ford, Fiat Chrysler, Toyota and other auto companies said on January 8 that they would cut vehicle production due to a shortage of chips.
Since December last year, "North and South Volkswagen has stopped production since now!" "Lack of core" will affect millions of capacity!" After the topic of automobile core deficiency is ignited, the problem of automobile core deficiency is widely concerned. In fact, since October last year, the first signs of chip shortage have begun to emerge, and problems such as tight supply and delayed delivery have already existed. Nearly a month since, the car chip is still in short supply, is the chip shortage of the "disaster area".
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In 2019, the top eight suppliers accounted for 63% of the global automotive chip market, They were NXP, Infineon, Renesas, ST, Texas Instruments, Bosch, ON and Microchip.
Up to now, NXP, Renesas, ST, Microchip has issued a price hike letter, details can see the end of the price hike letter summary. The market performance of automotive chip manufacturers is as follows:
On November 26, 2010, NXP informed its customers that it had decided to raise prices across the board due to severe product shortages and increased raw material costs due to the COVID-19 pandemic. According to relevant sources, in the next year, wafer supply will continue to be tight, NXP product price increases may jump by 5%, some products require customers to sign a one-year NCNR (no cancellation, no return) agreement.
Recent market conditions of NXP are as follows:
1. The current standard delivery time of NXP is 16-20 weeks, and there are still frequent situations such as ticket skipping. The actual delivery time goes to 26 weeks;
2. Currently NXP is the most lack of automotive materials, due to the impact of the epidemic led to the closure of a large number of automobile factories, automobile production slowdown, coupled with home office, resulting in smartphone, computer and other consumer products demand surge, and the shortage of epidemic prevention materials, a large number of capacity to do consumer electronics and epidemic prevention materials. At present, automobile manufacturers resume production, but due to the previous production plan and insufficient capacity, chip supply is insufficient, resulting in the shortage of automobile chips, such as TJA1042/1044/1043/1055, UJA1169/1167, TEF6686, etc.
3. The pressure sensors of epidemic prevention materials were about to get better, but as the epidemic intensifies, they are likely to be out of stock again.
4. Mpus starting with MCIMX are in short supply, especially those related to automotive applications, such as MCIMX6D6Axxxx, MCIMX6Q6xxxx, etc.
microcore
Following the extension of the window period, MICROCHIP has a new trend: On January 4th, a notice about the price increase of several product lines of Microchip was widely spread in Huaqiang North electronic circle. According to the notice, Microchip will raise the prices of several product lines from January 15, 2021, as the global semiconductor supply chain struggles to increase costs due to the COVID-19 pandemic.
The exact increase has not yet been implemented. The price increase of the microchip is subject to the shipping time. Please communicate with the customer in time and confirm with the channel about the materials that have been ordered.
Since the middle of October last year, the demand for microchips has increased, and the delivery time has also been extended. For the materials in the order list, an urgent charge of 10,000 to 50,000 yuan is even needed. In December last year, the demand for automotive materials skyrocketed, and microcore is no exception. Microcore automotive materials are out of stock, and there is also a wave of market. But the automobile material professional stronger, less market circulation, so spot will be more difficult. There is also an increase in Ethernet chip demand this month, such as LAN8710A, LAN8720A are relatively short of net red material.
ST
On December 21, 2020, a price hike letter about ST (ST Microelectronics, short for "stmicroelectronics" or "ST") was widely circulated in the circle of friends. The message in the price hike letter said: "Due to the impact of COVID-19, ST raw materials are in short supply. At the same time, it is facing the rising cost and aggressive commercial terms. In view of this, ST has decided to increase prices across all product lines with effect from Jan 1, 2021."
According to the visibility of products on December 20th, except for STM32 F0/F1 series, which need to contact ST sales or distributors, the delivery time of other ST series products will be around 20-26 weeks, including automotive grade (A series) chips.
In addition, the CNR window period of other products except storage products is 6 weeks, CNR is the cancellation request notice, also means that the user is not allowed to cancel the order within 6 weeks before delivery; If the Re-sch window is 4 weeks, the user cannot change the delivery date within 4 weeks before shipment.
Not only ST, almost most of the chip price trend with the past law has been unable to explain, chip price has slowly become uncontrollable. STM32F103VCT6 was also ordered for more than one dollar, and the market price before the deadline was already more than seven dollars, only one quarter before this cycle of price increase. The delivery date of ST is still unclear, and many previous order prices need to be reconfirmed.
The symbol of MCU shortage is that domestic MCU manufacturers such as GD (Zhaoyi Chuang Core) and Xintang are also in shortage and their prices are increasing. In addition, Huada Semiconductor and Zhongying Electronics have also issued price hike notices.
Anson beauty
In December, Anson Beauty market demand is still hot, automotive related materials are still out of stock mainstream, in addition to the delivery of power management IC, IGBT, power MOSFET growth, CMOS sensors also appeared a certain degree of shortage, some sensor delivery has been extended to more than 50 weeks, the main reason is due to the recovery of the automobile and industrial market.
Anson Beauty itself has all the power products and solutions for the automobile function electronization: IGBT, high voltage gate driver, super junction rectifier, high voltage MOSFET, high voltage DC-DC. At the same time, Anson Beauty occupies more than 60% of the CMOS chip market for car cameras, ranking first in the world. Anson is also the exclusive supplier of CMOS chips for Tesla Motors, which has been enjoying high sales recently. The hot parts include NCVxxxx, NCPxxxx, NCSxxxx, Aptina MT9V/Pxxxx, etc.
China Resources micro release price letter!
MOSFET market or add a fire!
MOSFET price increase is not rare, since the second half of last year, affected by the tight production capacity of wafer foundry, since September last year, a number of domestic MOSFET manufacturers such as Jinyu Semiconductor, Drepp, Fuman Electronics, etc., have followed up the price increase.
In the beginning of 2021, China Resources Micro announced that from January 1, 2021, the price of the company's products will be adjusted accordingly, with the adjustment range varying according to the specific varieties.
China Resources Micro is a MOSFET (" MOS" for short) manufacturer with the largest revenue scale and the most complete series in China, ranking the third in domestic market share (9%). Given China Resources Micro's market share in the domestic MOSFET market and the shortage of 8-inch wafers, the price increase letter of China Resources Micro may add another fire to the MOSFET market which has already increased in price.
The resistance is eager to try
Jump on the "price hike" early?
In late November 2020, I learned from the spot market that in the rising price of "radish squatting", the resistance to change the tone of the past "happy" price rise: in addition to the adjustment of high volume products, low volume series products do not rise but fall.
This situation turned a corner in late December last year: resistance began to be scarce, and some low-volume products have gradually returned to temperature. Although there was a slight decline during the period, there was still a trend of slight rise.
Global chip resistance upstream material alumina ceramic substrate leading land business Chaozhou three ring Group leading price increase, 15% jump, open the first shot of passive component price increase, "passive component advance into the tide of price increase" increasingly strong voice.
At the same time, the market said that Huaxinke stopped production due to the damaged plant, and the supply and demand gap was as high as 10%, leading to the flow of orders to manufacturers such as Guoju. Guoju, the world's largest resistor supplier, said that the chip resistance dynamic rate was moving towards 80%, while Dayi said that the order was full and the delivery time was extended. Combined with the recent extension of the delivery time of the passive factory, the emergency state in Malaysia, the major town of passive components, Huashinco Dalang plant fire, Murata Fukui plant shutdown and other news, the market price atmosphere is increasingly strong.
We learned from Quiksol that the supply of Murata capacitors, inductors, especially filters, duplicators SAYF, DLW, DLM, DL, DLP and other components is still in short supply, the delivery time has not been significantly improved, and the shortage is still obvious. Conventional GRM multilayer ceramic capacitors are also in short supply, especially 105, 106, 107, 226 and other high capacity materials, automotive supplies lack of materials, the price is rising; Factory end distribution material increase, special filter, signal adjustment, antenna, etc.
Lack or continue to lack
What goes up still goes up
High pass
Qualcomm continues the market of last month, some materials are out of stock, but most of the delivery time is still severe, still more than 30 weeks and the original factory quota shipment. Affected by the 5G boom, Netcom materials are out of stock and demand is increasing. For example, before the very general Ethernet chip AR8033-AL1A/AR8035-AL1A and so on, the current spot is rare, the price almost doubled growth;
The shortage of QCA9531-BL3A/QCA9882-BR is serious, and it is difficult to obtain one product. Currently, it seems that Q1 is difficult to be alleviated. It is suggested that customers with stable demand arrange orders in advance to prepare goods.
Broadcom
1. After last December, the demand has slowed down significantly. At present, the most important demand is mainly concentrated on some big customers, such as BCM56850 and BCM56870, which are popular recently.
2. Along with the layout of 5G, materials related to operators are always out of stock. WiFi 6, Bluetooth chip, Pon and other materials will continue to be out of stock, such as BCM43 series, BCM67 series, BCM68 series, etc., which is expected to be in short supply in the whole year of 2021.
3. The 50-week delivery period implemented by the original factory has been implemented recently, and basically no customer can accept this delivery period. Currently, due to the sudden extension of the delivery period in Q2 2021, the arrival of goods is not optimistic.
ALTERA
In the past two months, the overall demand of Altra has increased and the production capacity of the original factory has become increasingly tight, resulting in an extension of about 6-8 weeks on the original basis. On the other hand, on December 4, 2020, Altra issued a production suspension notice for ARRIAGX/STRATIX II/MAX II/MAX700 materials, including EPM570T144C5N and EPM240T100I5N;
Maison
Recently, the demand of Meisin is low, and the shortage is concentrated in cars and optical modules, such as MAX17055ETB, but the overall market is relatively stable, and the price fluctuation is not big.
Compared with the market, the delivery time of Meisuxin changes more greatly. 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.