Chip spot market prices have been showing the "ice" and "fire" dual situation.

On the one hand, the demand for major chips in the consumer general category is cold, prices have returned to the trend of normal, "MCU chip prices plummeted", "analog chip avalanche of 80%" ...... On the other hand, the High-end applications chip prices are still soaring, demand is hot, such as "Infineon car chip fierce than the epidemic", "Netcom chip shortage.

Recent major chip market hot and cold price situation, the same brand also divided into two very different hot and cold situation, this article inventory of the chip spot market ST, TI, NXP, Renesas, Microchip, Qualcomm and other nine brands, for your reference.

ST: stable price reduction VS 5 times in six months

STM32F030, F103 series, STM8S003 series are stable price reductions.

ST's shortage is concentrated in discrete devices, automotive chips, power switches, such as the high price of mixed-signal MCU STM32F373RCT6 (applied to sensors), from the current 35 times in April last year.

Automotive intelligent power IC-upper/lower bridge arm switch VNQ7050AJTR rose from $80 in January to $500 in June this year, a fivefold increase in just six months.

ST's domestic alternative has been advancing, its opportunities in the spot market was further weakened, ST's market price this year and along with the two waves of the epidemic continued to go down. However, some of the high technology content of the chip products, such as automotive class, due to the replacement of difficult, large gap, the price will be difficult to come back down for a while.

 Microchip: return to normal VS record high price

Microchip used in automotive electronics is relatively shortage of chips, the price is very high.

8-bit automotive MCUPIC18F26K22-I/SS, the price of which has been rising like crazy in the past six months, continues to set new records.

The Ethernet chip KSZ9031 used in automobiles, after price fluctuations again set a new high record.

It is reported that due to the unsealing of Shanghai, Microchip's Ethernet chip, ATMEL MCU arrived one after another, which happened to be less demanded by factories, so the price has fallen back some, such as KSZ9031, USB2514BI and ATMEGA328P-AU.

The price of the 8-bit MCU ATMEGA328P-AU has continued to drop. The price of the high-speed hub controller USB2514BI. The price is closer to the normal price.

 TI: stop the price reduction VS 10 times the price increase

TI is currently a structural shortage, of which the automotive class is quite tight, the price has remained high for a long time.

Special class analog chip prices for a short period of time is difficult to drop to the normal price, and even floating price increases, mainly in the automotive and other special areas of demand is still very strong.

For example, automotive buck converter TPS54260QDGQRQ1, used in 12V and 24V automotive and industrial systems as well as infotainment, cluster and ADAS applications, the heat is quite high, and the overall high level of the same time there may be an inflated price.

Automotive LED driver chip TPS92692QPWPRQ1, after plummeting from exaggerated highs, current prices are still high

Netcom class power management chip TPS53513RVER , the price is still at a high level.

Of course, the price of general-purpose consumer analog chips fell more, many down to the normal price, such as TPS61021ADSGR, TPS63070RNMR.

After the chip overheating market , "the tide receded , only to know who is swimming naked ", on the other hand, automotive and other high-specification chip replacement is difficult, the demand is greater, become the chip spot market newly emerged as the red hot chick.

ADI: touch through the bottom price VS price climbing

ADI current weak demand, buyers are feeling the bottom price, hoping to buy at a lower price.

Recent price cuts are more powerful AD8606ARMZ, AD8606ARZ, AD8606ARMZ (op-amp). If the AD8606ARZ has dropped. This op-amp is used for photodiode amplification, battery-powered instruments, multi-pole filters, sensors, barcode scanners, and audio.

It is reported that the price of these chips back to the low level, there are customers in the early super high price to buy spot, now there is a large number of arrivals, many willing to sell to traders, but due to the information lag led to the target selling price is high, so the market price after a step trial gradually lower.

ADI's automotive analog chip prices are also high, such as the amplifier AD8657ARMZ-R7.

LTC6992IS6-1#TRMPBF with high price. It is a voltage controlled pulse width modulator (PWM) for heater control , LED dimming control, portable and battery-powered devices, etc.

 Infineon: precipitous price reduction VS severe shortage of up

Infineon from a wide range of core shortage into a small range of core shortage, the current shortage is also a serious shortage of automotive chips.

MCU, the typical chip SAK-TC234LP-32F200N AC, the price is at a high level, automotive, industrial 32-bit MCU.

MOS, 200V MOS gap is large, the overall price is stable, there is no precipitous price reduction.

Infineon also has fallen back on low-priced chips, such as a power class automotive intelligent high-side switch BTT6200-4ESA, has now come down.

 NXP: wildly declining prices VS firm high prices

NXP's automotive and industrial class chip gap is outstanding, while the demand for consumer products is falling back. There are also rumors of an official 15% increase across the board starting in July.

The price of its gap material is still firm, covering automotive, industrial, mobile consumer applications such as general-purpose MCU MKE15Z128VLH7, for example, the price is currently at a rare high level.

However, its 16-bit MCU S9S12G128AVLFR has been wildly reduced to a low level.

In addition, NXP LPC series prices are partly in the fall, TJA and other relatively stable, with the second half of the successive arrival, shortage of goods compared to Q1, Q2 will have some relief.

Renesas: two extremes of the spot market

The spot market is currently more inquiries to Renesas, less orders. Although its automotive chips than last year and the first quarter of this year to ease, but still shortage, some models such as R7F7010323/R7F7010283 supply has not seen relief.

Industrial power management chip ISL8203MIRZ, in Q1 the market price is soaring.

Its power management chip HIP4082IBZT, prices fell back for UPS systems, DC motor control, full-bridge power supplies, switching power amplifiers, noise reduction systems, battery-driven vehicles, etc.

In short, Renesas spot market also shows two extremes, out of stock more shortage, the price remains high, while not out of stock products bargaining space is increasing.

                                                  ON Semiconductor: general-purpose materials fall back VS automotive materials are high

ON Semiconductor's overall demand remains hot.

Discrete devices, general-purpose diodes, transistors prices have recently had a downward trend, 1SMB59XX series prices fell significantly, such as 1SMB5921BT3G, 1SMB5913BT3G. 1SMB59XX series for ON's diode products, for a variety of different end products.

However, the price of ON Semiconductor's MOS is high (the market price of Fairchild's subordinate products is still very high), and the delivery time is generally more than 50 weeks, which is the main demand category. Automotive MOS such as NVMFS5C450NAFT1G is highly priced.

Compared to other brands of competing products, ON Semiconductor's logic devices are more expensive. For analog devices, power class materials are in high demand, and the popular NCP455XX series has a lead time of 70 weeks or more, with very little stock in the market, and prices remain high. Image sensor demand increased in June compared to last month, the market spot price is generally more than 10 times.

 Qualcomm: serious shortage of Netcom chips

Qualcomm's recent overall demand is less, customers are mainly on the sidelines, and the Netcom router set chip is even more high-priced without a market. However, Qualcomm's Netcom chips are in serious shortage, such as the popular chip AR8031-AL1B, which is a high-priced industrial standard material with very little stock.

Summary

Outside the frequently sung consumer applications, we find that the mainstream brand chip prices show two differences, precisely because of the general-purpose chip low, originally located at a high level of the automotive, industrial control, communications and other high technology content of the chip more prominent, and their prices have recently continued to rise, fierce to an unprecedented high price level.

In terms of automotive chips, the trend of intelligence is sharp, and as the automotive industry chain recovers from the stagnation of the epidemic, the demand for automotive chips will continue to rise, such as automotive regulation MCU, IGBT, power management chips, distributors who seize the opportunity will continue to benefit from the shortage. In addition, the current global Netcom chip continues to be out of stock, and the chip quotes from leading U.S. manufacturers have risen to the sky, which in turn brings opportunities to Taiwanese brands.