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IC Out of Stock and Rising Price Tide of Core Devices in 2013

2013-05-30

 

       1.Recently, the market has set off a wave of price rises. Let’s see if there is any price falling? 
       Toshiba Optocoupler, the overall price is in a downward trend. On the contrary, Toshiba's storage price has not increased, but has a steady downward trend. The reason is simple, not because Toshiba's cost has dropped, but because Toshiba's strategy has changed. Toshiba almost abandoned the storage market in the past, but now it is gradually promoting, intending to expand its market.

       2.TI DSP C2000 Series-Leading the Rising Price Tide  

       TI DSP C2000, mainly used in the field of frequency converter and digital power supply, belongs to the core device.

       TI closed two packaging plants this year, resulting in a decline in production capacity and market downturn in last year. In addition, customer’s forcast orders were small, resulting in shortages. Rising raw materials and labor costs have pushed prices up. Stability is expected to return by September.

       The fighter jet led by TMS320F2808PZA, which used to have a market price of 52RMB, has stabilized at 85 yuan so far, and has a trend of going straight to 90 or more. The original factory has stopped receiving orders.

       The market price of TMS320F28335PGFA was 65-70 yuan. Last Friday, the market price was 85 yuan. So far, the price has reached 105-110. Many traders said they have the goods, but in fact, few of them have the goods at all.

       TMS320F2810PZA TMS320F2812PGFA TMS320F28335PGFA TMS320LF2407APGEA is in short supply, many companies now do not take orders for C2000 series.

       Security Chip: TMS320DM365ZCE30/TMS320DM368ZCE/648We have been notified that the price may be raised around July. The reason why the price hasn't been raised is that the industry was very popular last year, so the factory had a large stock of spot goods. Once the goods sold out last year, the price will be adjusted immediately.

       TI logic device SN74... The sale increase in the past two months is obvious. The reason for shortage of on-sale goods in the market is not from the original factory capacity, but from the price. Because the price increases, the client has not accepted, many people are unwilling to put the on-sale goods in their warehouse and just wait and see.

       3.Storage DDR  

       The prices of MICRON, Hyundai, Hynix, Samsung and SST fluctuated sharply from the beginning of the year to the present, mostly rising. MICRONX, Hyundai and many other forcast orders have been received by the end of the third quarter. MICRON does not accept DDR orders at present.

       4.ATMEL/MAXIM/AVAGO is almost similar to price adjustment on the whole line. 

       AT24C02C-SSHM-T rose from 0.24-0.25 yuan at the beginning of the year to 0.30-0.32 now.

       ATMEGA48PA-AU began to rise from 3.1-3.2 yuan in February, with costs rising by nearly 30 points. Because this is general material, the stock of 12 + still exists in the market, so the spot market has not been adjusted in prices, but there is no doubt that the price will rise to 3.5-3.6 yuan in a month at most.
       MAXIM

       The price of MAX9722AETE was 3-3.2yuan last year, and now the market price has risen to 4 yuan.

       DS12C887 Real-time Clock Chip. The market price was 17.5-19 yuan in March this year. Now the market price has risen to 25-28 yuan, and has been out of stock. The shortage of this material is directly related to the price rise. The price rise of this material is confirmed by the feedback from a power company that seldom cooperates with us.

       MAX825LEUKT increased from 8 yuan in early May to 11 yuan, with a 40% price increase.

       AVAGO has terminated cooperation with several mainland agents this year, tightened market channels, cancelled many of the ** models that were approved last year, tightened control, and generally increased factory prices, but the range is not large, which was kept within about 5% - 8%. The military optocoupler category has increased significantly.

       5.ALTERA  

       ALTERA has recently shown a marked upward trend in price and shortage of general materials.

The most common EPM240T100C5N, which rose from 6.8-7 yuan to 7.5 yuan, is expected to have further room to rise, with insiders expecting it to return to the price of 8-8.5 yuan in 2011.

       EPM570T100C5N. The market price was 16.5-18 yuan, and it has slightly increased. However, there is shortage of goods in the market. If the shortage cannot be supplemented, it is estimated that there will be room for increase.

       EP3C16Q240C8N has increased significantly in Altera. This material has been out of stock in a large area since the beginning of April, and has not yet been supplemented. The original factory has extended the delivery period from 8 weeks to 12 weeks. The market price has risen from 105-115 yuan at the beginning to 150-175 yuan at present, and there are no spot goods.

       EP1C6Q240C8N, the market price has been adjusted from 45 yuan to 60 yuan, and the order price has been raised accordingly.

       6.MCU Market  

       The reasons for the rise of MCU market price are very uniform. Because last year's market has been depressed and the market expectations for this year are insufficient, the original factories have reduced the stock of wafers, resulting in the imbalance of supply and demand. With a slight increase in price, the main response strategy is to lengthen the delivery time, so the demand for the spot goods has increased greatly.

       MICROCHIP (PIC18... Prices have not risen for the time being. The delivery date has been adjusted from 4-6 weeks to 8-12 weeks.

       NXP (LPC2XXX/LPC3000/LPC5000) also receives notice of substantial price adjustments, but delivery dates have also been adjusted from the previous 4-6 weeks to 6-8 weeks.

       ATMEL, MCU prices generally rise, the increase is quite different from the individual data.

       FRESSCALE: MCU, MC68HC908QT2CPE DIP-8

       The price rose from 3-3.3yuan last year to 3.5-3.8 yuan now.

       Freescale has seen many MCU prices rise.

       Freescale's three-week rotating needle is also a part of this shortage trend. The market unit-price of MMA7660FCR1 has soared from less than 2.4 yuan to 3.0 yuan, and it is not easy to buy spot goods. I'm not sure about the northern market, but it's self-evident that the southern market is in short supply. It is estimated that the shortage of this material will be alleviated in mid-early June.MMA7455 is also in shortage, which is not very serious.

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