The latest information of chip manufacturers (2)

Lansheng Technology Information: This article is about the demand for chips from Microchip, Onsemi, and Infineon.

Microchip: Demand has risen

Microchip's demand increased in June, mainly in the field of industrial control, more specifically AT memory chips, PIC16 series and MIC series. On the whole, general materials currently have a lot of inventory in the market, and the price has dropped significantly. The supply of KSZ series and USB series is currently sufficient in the market, and the supply side is clearing inventory to reduce inventory pressure, which leads to a bit high price on the agent side at this stage.

onsemi: performance growth against the trend

Due to the strong demand for key power semiconductors such as IGBTs in the new energy vehicle market, and the impact of insufficient global semiconductor production capacity, ON Semiconductor's IGBT orders have a relatively long lead time. The delivery time of some 60V MOSFET products is more than one year; the delivery time of Schottky diode MBRSXXX series has increased, some as long as 1-2 years; the delivery time of FCH series is more than 71 weeks; NRVUB1620CTT4G, NCV57100DWR2G have been eliminated, There are currently no replacement products available.

The current market is cold, but ON Semiconductor's first-quarter performance is still good news. Among them, the performance of the automotive market increased by 38% year-on-year, hitting a record high, and the industrial terminal market also increased year-on-year. However, the demand for consumer chips is expected to remain weak in the second half of the year, especially domestic consumer chips will be more involuntary.

Infineon: Declining automotive demand

Infineon's demand for automotive materials has dropped a lot, and most of the demand is concentrated in a few shortage materials. The market price of the SAK series has dropped a lot compared to the previous period. In June, there was a lot of demand for IGBT MOSFET (IK series), and the demand for IR and IPD series continued to rise.

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. 

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