Semiconductor production capacity is in short supply, and the entire industry chain is deeply trapped in the tide of lack of cores. The covid-19 epidemic continues to clash with Russia and Ukraine, which has exacerbated the shortage of materials upstream of chips, so that the delivery time of semiconductors has been continuously extended, and the current maximum delivery time has been extended to 99 weeks (about 700 days).
In order to let everyone clearly understand the latest delivery period and price trend of various semiconductor devices in Q2 of 2022, according to the "2022 Q2 Market Report" updated by the global electronic component agency Fuchang Electronics on April 22, the latest delivery period and price trend of the six categories of high-end devices, discrete devices, analog devices, RF and wireless chips, memory and passive devices are sorted out, hoping to help everyone.
1. High-end devices
Among the chips for high-end device statistics, we counted the delivery dates of 20 brands and products including STMicroelectronics, Renesas, Microchip, NXP, and Infineon. In addition, there are 2 products with stable delivery periods, accounting for 4.8%; 13 products with a delivery period of 50 weeks or more, accounting for 31.7%; 10 models with stable prices, accounting for 24%; and a total of 12 product series in the state of distribution, accounting for 29% of the statistics, of which the MCU and NXP MCUs and automotive products are mainly ST MCUs and NXP.
Overall, the high-end device delivery time and price in Q2 2022 basically continued the Q1 "short supply" state. At present, the most scarce are ST and NXP automotive MCUs, 8-bit MCUs, 32-bit MCUs, and Infineon's automotive chips, which are basically in stock. Among them, the high-end device products with the longest shelf life are FPGA products of Lattice and Microsemi, with a delivery period of 42-52+ weeks.
2. Discrete devices
In the discrete device statistics, we counted the delivery dates of 9 brands, including Meitai, Infineon, STMicroelectronics, and ROHM, totaling 81 products. Among them, there are 18 products with stable delivery periods, accounting for 22.2%; 68 products with a delivery period of 50 weeks or more, accounting for 77.2%; and 13 products with stable prices, accounting for 16%.
Overall, the timing and price of discrete devices in Q2 2022 not only continued the state of "short supply" in Q1, but even went further. At present, the most urgent is Vishay's bridge rectifier products, rectifier products and Diodes rectifier products, with delivery dates falling at 26-80, 36-75 and 18-75 weeks respectively. It is worth noting that through the table, we can see that whether it is the United States or Taiwan or Infineon or STMicroelectronics, etc., the low-voltage Mosfet and high-voltage Mosfet delivery time is a certain lengthened compared with Q1.
3. Analog devices
In the analog device statistics, we counted the delivery dates of 19 brands and 40 products such as NXP, Meitai, ON Semiconductor, Renesas, and ROMA. Among them, there are 2 products with stable delivery periods, accounting for 5%; 24 products with a delivery period of 50 weeks or more, accounting for 60%; and 9 products with stable prices, accounting for 22.5%.
Overall, the delivery time and price of the simulator are similar to Q1 in Q2 2022. However, the supply time of Diodes' multi-source analog/power supply and switching regulator products has been extended from 14-35 weeks in Q1 to 30-40 weeks and 25-45 weeks, respectively. The lead time of Maxim's switching regulator products has also been extended from 6-28 weeks in Q1 to 20-35 weeks, showing an upward trend. The timing and switching regulator products of Microchip are extended from 20 weeks and 16-52 weeks to 40-50 weeks in Q1. The lead time of ONSEmi's timing, multi-source analog/power supply and switching regulator products has been extended from 20-24 weeks, 14-35 weeks, and 14-35 weeks to 35-42 weeks, 35-42 weeks, and 35-50 weeks in Q1. ST (STMicroelectronics) multi-source analog/power supply and switching regulator Q1 delivery period of 12-24 weeks, 12-26 weeks, respectively, Q2 has increased to 40-50 weeks, multi-source analog/power supply and switching regulator situation may not be optimistic.
4. Memory
In the memory statistics, we counted the delivery dates of 13 brands such as STMicroelectronics, SK Hynix, Samsung, and Renesas, totaling 40 products. Among them, there are 25 products with stable delivery periods, accounting for 62.5%; 11 products with a delivery period of 50 weeks or more, accounting for 27.5%; and 27 models with stable prices, accounting for 67.5%.
Overall, the storage period and price are relatively stable and gentle compared with other modules, and there is little change compared with Q1. However, it is worth noting that the delivery time of Microchip's NOR flash memory and EEPROM products still remains 52-99 weeks, and the supply is extremely tight; while Kingston's PC (commercial) DRAM, eMMC, memory card and Alliance's PC (commercial) DRAM and Macronix(Hongwang Electronics) NOR flash memory have a total of 5 products, the delivery time is shortened, and the price is more displayed according to the market adjustment.
5. RF and wireless chip
In the statistics of RF and wireless chips, we counted the delivery dates of 12 brands and 25 products including STMicroelectronics, NXP, ON Semiconductors, Murata, and Panasonic. Among them, there are 6 products with stable delivery periods, accounting for 50%; 9 products with a delivery period of 50 weeks or more, accounting for 75%; and 5 products with stable prices, accounting for 41.6%.
Rf and wireless chips in the new quarter in the delivery schedule and price performance are relatively stable, basically the same as the previous quarter. However, the delivery time of ST's transceiver/receiver products, all RF and wireless chips from MuRate, u-blox's Bluetooth modules, and cellular modules are still relatively high, falling at a maximum of 72 weeks.
6. Passive devices
In the statistics of passive devices, we have counted the delivery dates of 11 brands and a total of 52 products such as Guoju, Murata, Sun Pyrotech, and Wizards. Among them, there are 28 products with stable delivery periods, accounting for 53.8%, 11 products with a delivery period of 50 weeks or more, accounting for 21%; and 45 products with stable prices, accounting for 86.5%.
The performance of passive devices in the new quarter is relatively stable in terms of delivery time and price, and there is little change compared with the previous quarter. Among them, Vishay(Vishay) surface mount general ceramic capacitors (less than 1uf), lead ceramic capacitors, special capacitor products from 20-24 weeks, 12-16 weeks, 12-14 weeks increased from 30-40 weeks, 52 weeks, 52 weeks; Panasonic (Panasonic) electrolytic capacitor products also increased from 24-49 weeks to 40-52+ weeks; Nichicon (Nijicon) electrolytic capacitor products increased from 30-49 weeks to 45-52+ weeks.
In addition, the delivery time of KYOCERA AVX (AVX merged with Kyocera) molded tantalum capacitor products fell from 23-33 to 20, showing a downward trend, but the magnitude was not large.
Combining the above delivery schedules and price trends, in Q2 2022, the global lack of core tide has not significantly alleviated the phenomenon, and generally continues the trend of elongation of the delivery period, up to 99 weeks, especially for analog parts products, most of which are more than 50 weeks. The changes in low-voltage Mosfet and high-pressure Mosfet cannot be ignored, and the Q2 delivery period is longer than that of Q1. In addition, the ever-increasing lead times for multi-source analog/power supplies and switching regulators seem to suggest that the situation is not optimistic.
In the Russian-Ukrainian conflict, the United States and Europe and other countries have successively imposed sanctions on Russia, coupled with the obstruction of upstream raw materials due to epidemic logistics and the shutdown of manufacturers. Therefore, some people in the industry are worried that this may cause the circulation of related raw materials in the upstream of semiconductors to be blocked, and even trigger a crisis in the semiconductor supply chain.