On January 4, Susquehanna financial group again updated its chip delivery report. The report said that the time from ordering to obtaining delivery of semiconductors in December last year had been extended to about 25.8 weeks, an increase of six days over November, the longest record since tracking data began in 2017.
Roland, an analyst at Susquehanna, said in the Research Report: "the extension of delivery time is changeable, but it lengthened again in December. The delivery time of almost all product categories has reached an all-time high, among which the delivery time of power management IC and MCU is the longest."
However, Susquehanna's research shows that although the average delivery time has lengthened again, some large suppliers are delivering products to customers more quickly. For example, the delivery date of Broadcom's products fell slightly to 29 weeks compared with before.
In addition to Susquehanna's report, iResearch electronics also recently released the latest chip delivery report. Among them, MCU, FPGA and linear voltage regulator have become the top 3 categories of iResearch 2021, which can be seen from the heat.
According to the Q4 market trend report data released by arrow, the delivery time of voltage regulator is 31-35 weeks, that of 8-bit MCU is 30-48 weeks, that of 32-bit MCU is 24-41 weeks, and that of FPGA is 45-65 weeks, which shows an upward trend in terms of price.
Among the 10 categories and 34 subcategories of electronic components related products counted by iResearch, the delivery dates of 30 subcategories continue to be extended, and the prices of 28 subcategories are still rising.
The conclusion is that the deterministic increment of the downstream market is just demand. Compared with the chip price increase in the past 20 years, it will basically ease down after half a year. It can be basically determined that only the increase of chip industry chain can alleviate the trend of chip shortage and price increase. However, it will take a long time to expand whether it is wafer foundry, packaging and testing or IDM manufacturers.
Earlier, Helmut gassel, head of Infineon's sales department, said that because the supply bottleneck may continue until the end of next year, the semiconductor industry is trying to keep up with and meet new orders, and this situation may continue. Under the high demand, we can't see the order cancelled at present.
Infineon's product delivery date has not been alleviated until now, mainly focusing on MOSFET and switch chips. Some agents reported that the end customers need to place orders at least one year in advance.
In recent half a year, the two viewpoints of chip shortage and chip shortage mitigation have been staggered. According to the current trend, the shortage is still relatively serious. Without accidents, this round of market will last at least more than half a year.
But who can guarantee no accident? There was a recent earthquake in Taiwan and ASML factory caught fire. Although the impact is small, no one knows when the next accident with greater impact will come. Therefore, early and reasonable preparation and adequate preparation may be the best choice to avoid no "core" availability and high-level guard.
IResearch delivery report details:
