The latest market quotations of major chip manufacturers (3)

Lansheng Technology has compiled the latest spot market trends of Onsemi, Broadcom, Xilinx and other chips for your reference.

ON Semiconductor’s demand in May is mainly concentrated on MOSFET and automotive materials. ON Semiconductor also said in May that it is considering investing $2 billion in the production of automotive SiC chips. In terms of delivery time, the supply of IGBTs and rectifiers is still tight, and the delivery time is more than 40 weeks. The delivery time of MOSFETs and transistors has not been significantly eased. The delivery time of logic devices has improved significantly from 36 weeks to 52 weeks, shortened to 20 weeks or so. 30 weeks, image sensor lead time is more than 30 weeks.

The market of Broadcom is not fluctuating much, and the demand in the consumer and communication fields is still very small, and the industry is better than the former. Judging from Broadcom’s Q1 financial report, there are still growth points. The market speculates that its Q1 shipments are more, but most of the shipments are concentrated in high-circulation materials, and there will still be no obvious supply relief for low-to-medium circulation materials. After all, the official The lead time has not been shortened. In May, Broadcom signed a multibillion-dollar agreement with Apple to jointly develop 5G radio frequency components, including FBAR filters and other wireless connectivity components.

Xilinx delivery has improved, AMD plans to increase the price of Xilinx FPGA products, most of the price increase is 8%-25%, the price increase of Spartan 6 series is the largest, reaching 25%. However, the newer 7nm Versa series chips do not seem to have increased in price. In May, customers have begun to accept futures quotations, and the original factory has extended the product life cycle of the 7 series to 2035, which means that the price fluctuation during the life cycle will not be particularly large.

In terms of delivery time, the delivery time of most 7 series materials is maintained at 18-30 weeks; while the 6S series has not yet significantly improved the delivery time at present, and the overall delivery time has improved at around 50-80 weeks, with the shortest delivery time being shortened to 16 weeks.

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