In the past year, the hottest topic in the semiconductor industry is the chip shortage. Now that the new quarter has begun, the most concern of semiconductor practitioners is the supply of various electronic devices. What will be the latest delivery dates and trends of various electronic components in the semiconductor industry in the first quarter of 2022? Has the supply shortage been alleviated?
2022 Q1 Lead-time For High-end Electronic Components
The table organizes the Lead-time of the 6 major manufacturers in the MCU/MPU/automotive chip category. Generally speaking, such chips are still in a state of tight supply, especially ST and NXP, most of which are in the state of distribution. There are STM32F0 and STM32F1 series of ST MCUs with stable lead time, and the prices are on the rise. The lead-time of MPU is not optimistic, Renesas extended from 30 weeks to 45 weeks, and ST extended from 20-26 weeks to 40 weeks. The automotive MCU is currently only available from Renesas and Cypress, with a period of 32-45 weeks, and other brands are in allocation status.
2022 Q1 Lead-time For Passive Components
From the data of the above 7 major brands, it can be seen that among passive components, the delivery period and price of capacitors are relatively stable. Among them are Murata, Samsung, Taiyo Yuden, Yageo, Walsin in a stable state. And Filter's delivery time is showing a prolonged trend.
2022 Q1 Lead-time For Memory Chips
The table organizes the supply situation of 7 brands, and it can be seen that the supply crisis of Samsung has eased slightly, maintaining at 52-54 weeks. Except for a few series of memory products, the supply is generally stable. Among them, EEPROM is worthy of attention, and its main manufacturers are ST, ONSEMI and Microchip. ONSEMI's lead-time is 20-40 weeks, while ST and Microchip are in short supply. Microchip, in particular, has a delivery period of up to 99 weeks for some of its products, setting a new record for chip supply.
EEPROM is one of the world's mainstream memory products, popular because it can modify data without removing it from the computer, making it easier to handle than EPROM. It has the advantages of rewritable, high reliability, long service life and high cost performance, and is widely used in communications, consumer electronics, home appliances, automotive electronics, industrial control, Internet of Things and other fields.
2022 Q1 Lead-time For Ddiscrete Semiconductor Products
There are many types of discrete devices, of which the rectifier has the longest delivery period. Among them, the Vishay bridge rectifier has a delivery period of up to 80 weeks, and the DIODES rectifier has a period of 18-75 weeks; Mosfets has a maximum period of 52 weeks, The only one with a downward trend is STM's Wide Band-gap Mosfets. Littelfuse and Visahy Diodes are in 20-45 weeks, while ONSEMI, DIODES, Nexperia cycles are in 16-52 weeks.
Overall, MCU/automotive chips, EEPROM and rectifiers are still in short supply in Q1 2022. Most of the products maintained the supply situation of the previous quarter, but from the data in the table, there are very few products with stable supply. The problem of chip shortage will still be the focus of the semiconductor industry for the following quarters.