Oversupply or shortage? The latest chip delivery schedule for Q3 2022

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In the past five quarters, Xin Shiye has compiled the latest delivery dates of various semiconductor products at the beginning of each quarter in order to provide readers with the latest market references for the semiconductor supply chain.

In Q3 2022, news about "terminal product order cuts" and "structural easing of semiconductor product supply" continued to cause heated discussions in the industry. What is the current delivery time of the latest semiconductor products? According to the latest component market report updated by Future Electronics, a global electronic component agency, on July 22, 2022, Core Master will sort out the latest delivery and price trends of various semiconductor devices in Q3 2022.

As usual, the statistics will include relevant delivery data of various semiconductor products in Q1 and Q2 of 2022 for comparative reference. Delivery time refers to the time interval between ordering semiconductors and delivering them, and is one of the market indicators of semiconductor products. Market supply and demand data show that the normal delivery time of most semiconductor products is between 4 and 10 weeks. Generally speaking, if the delivery time of a semiconductor product is longer than the normal delivery time, it indicates that the product is currently in short supply. When supply exceeds demand, the price tends to rise.

Judging from the statistical Q3 semiconductor supply data, in general, semiconductor products are still delayed compared to normal delivery times, but compared with Q2 2022, high-end devices such as MCU/MPU/automotive chips still maintain long delivery times and prices are on the rise; the delivery time of storage and separation device products in Q3 2022 has been slightly shortened overall, and prices have tended to stabilize or even show a downward trend; a very small number of semiconductor products are in further shortage, with no delivery date, and need to wait for distribution.

It is worth mentioning that in the delivery and price statistics of Fuchang Electronics, the delivery time of some semiconductor products remains unchanged and the trend remains upward, but the price is relatively stable, and even has an occasional downward trend. This shows the delicate game between the supply and demand sides of the current market.

Source: Future Electronics; Graphics Core Master

The red marked part indicates that the delivery time of this type of chip is longer or significantly extended

(Click on the picture to enlarge it)

Among the MCU/MPU/automotive chip categories of high-end devices, the above table counts the delivery dates of 7 major brands and a total of 24 products. Among them, there are 2 products with stable delivery dates, accounting for 8.3%, which is the same as Q2; there are 6 products with stable prices, accounting for 25%, slightly higher than Q2 (21%). In the latest delivery date in Q3 2022, the ST, Infineon, NXP automotive chips and MCU product series, which are in a "shortage" state, have jumped to the "distribution state" again, and the shortage sentiment is more serious than Q2 ; similar to Q1, there are 11 products in the distribution state, accounting for 46% of the statistics, mainly ST MCU, Infineon automotive series products and NXP MCU and automotive products.

The delivery time and price of high-end chips such as MCU/MPU/automotive chips basically continued the "tight supply" status of the first two quarters in Q3 2022. Judging from the delivery time, the MCU and automotive series products of overseas major manufacturers continue to be in short supply.

It is worth noting that the current sales of new energy vehicles continue to be hot, and the media often reports news about automobile production cuts due to chip shortages. The shortage of automotive chips may continue for some time.

In the memory category, the above table counts 17 brands and a total of 46 memory product delivery dates, of which 32 products, accounting for 70%, are in a stable delivery state, higher than Q2 (64%); 28 products, accounting for 60%, are in a stable price state; 33 products, accounting for 70%, are in a stable delivery and price state, or are in a declining/stable/market-adjusted state, higher than the stable state in Q2 (55%). Compared with the previous quarter, the memory delivery period is basically stable, but the price has a downward trend.

However, some brands, such as ST, Samsung, Macronix, Cypress, and Microchip, still have tight supply of some storage products. Microchip's EPROM products, which previously set a new record of chip supply with a 99-week delivery period, remain unchanged in the latest delivery period this quarter, and the supply is extremely tight. Among all memory products, the market performance of NOR flash memory is still relatively strong , and the delivery period of this category of products from brands such as Dialog, Cypress, and Microchip is still between 18 and 99 weeks.

In the analog chip category, 19 brands and 40 products were counted, with delivery times ranging from 8 to 58 weeks, which was basically the same as the previous two quarters. Among them, 2 products had stable or declining delivery times, accounting for 5%, slightly higher than Q2 (3%); 9 products had stable prices or stable delivery times, and prices adjusted according to market conditions, accounting for 18%, which was the same as Q2.

Compared with Q2 and Q1 this year, the overall delivery time of analog chips has not changed much and has performed steadily. The delivery time of ST multi-source analog/power and switching regulators, Microchip timers and switching regulators, Infineon switching regulators and automotive analog and power devices, Renesas signal chain and interface, switching regulators and other products, which had a significantly extended delivery time in the previous quarter, still remains at 36-60 weeks.

In terms of product categories, the supply of automotive, signal chain, and switching regulator products from major brands is relatively tight.

In the RF and wireless chip category, a total of 22 brands and 40 products were counted, with product delivery times ranging from 8 to 72 weeks. Among them, 8 products had stable delivery times, accounting for 20%; 5 products had stable prices, accounting for 13%; and 4 products had stable delivery times and prices, accounting for 10%. The three related percentages were all basically the same as the previous quarter.

In terms of specific delivery time, RF and wireless chips in the new quarter are basically the same as the previous quarter. However, judging from the delivery time of major brands, Wi-Fi modules and Bluetooth modules are still popular in the market. In terms of brand products, products from muRata, Sierra Wireless, ST, and u-blox are popular in the market.

In the discrete device category, a total of 25 brands and 104 product delivery times were counted. Due to the large variety of products, the product delivery times vary greatly, ranging from 2 to 80 weeks. Among them, 43 products have stable delivery times, accounting for 41%, which is much higher than Q2 (21%); 48 products have stable prices, accounting for 46%, which is much higher than Q2 (25%); 39 products have stable delivery times and prices, or 37.5% have stable delivery times/declining prices and stable prices/adjusted according to the market.

The latest data shows that the supply tension of discrete devices has been greatly alleviated, and the supply of nearly half of the products is stable. However, the supply of some products is still tight. Similar to the previous quarter, among the discrete device categories, rectifiers have the longest delivery time, ranging from 18 to 80 weeks. It should be noted that in this quarter, even the delivery time of discrete device products with longer delivery time is no longer extended.

As far as brands are concerned, original products from Vishay, Infineon, IXYS, ST, ON Semiconductor, ROHM, Microsemi, etc. have longer delivery times.

The latest semiconductor trading market shows that the industry's prosperity is definitely differentiated, and different types of semiconductor products are in short supply and in surplus. However, the domestic market also reflects that compared with overseas chips, the supply trend of local chips is still relatively prosperous. What are the hard-core Chinese chip companies on the market? Please pay attention to the 4th Hard-core Chinese Chip Event hosted by Core Master, where market demanders can discover local suppliers of various chips.