Storage, Security, Sensing, MCU, Hot-Searched Materials Outline A New Application Landscape

1. Storage explodes across the board: NOR/eMMC/DRAM are in short supply across the board

1. NOR Flash: Winbond reaches the top, GigaDevice becomes the mainstream

• W25Q128JVSIQIt has been searched more than 11,000 times per week, ranking first among the hot searches. 128Mb is the optimal balance between technology and cost.
• The same series W25Q64/32 is hot at the same time, and the demand has exploded
• GD25Q128ESIGRTrends are synchronized, domestic substitution is widely implemented

2. eMMC: Small-capacity sales doubled, sourcing shifted to the second tier

• SamsungKLM8G1GETF-B041(8GB) price doubled since October
• Searches for KIOXIA THGBMJG6C1LBAU7 continue to rise, becoming a core alternative in times of shortage

3. DRAM: Rising across generations, shortage continues until 2027

• DDR3L：MT41K256M16TW-107:PSearch volume surged in the fourth quarter, and anticipation of production shutdown triggered stocking up
• DDR4：MT40A1G16TB-062E:FServer demand is strong, Nanya NT5AD512M16C4 replacement is hot
• LPDDR5：MT62F2G64D8EK-023Search volume surges from low level, mobile terminal stocking starts

2. Anshi Materials: It surged first and then fell back, and the automotive grade is back on trend again

• General materials (PESD1LIN, BAV99-Q, etc.) rose and fell
• Automotive grade with Q model, 74 logic, hard-to-replace diodesPopularity rebounds
• Due to the high growth of AI servers and automotive electronics, they are highly sensitive to the risk of supply interruption and are difficult to replace if they are just needed.

3. The explosion of motion sensing: IMU becomes standard equipment for smart terminals

• ICM-42688-PWeekly searches exceeded 8,000 times, the price reached 30 yuan +, used for robots and drones
• Discontinued old models are hot at the same time: MPU-9250, MPU-6500
• Upgraded models burst out simultaneously: ICM-20948, ICM-45686
• Focused reflection:AR/VR, drones, robots, client-side AIDemand for high-performance IMUs surges

4. Dramatic changes in the STM32 landscape: low-end gives way, high-end AI master control becomes popular

• The search volume of low-end STM32F103C8T6 dropped significantly, falling from the top of the list.
• High-end version of the same seriesSTM32F103RCT6Rising against the trend, projects migrate to higher configurations
• High-end models break out:
  • STM32H743VIT6
  • STM32H757XIH6(M7+M4 dual-core) search volume surged, directly corresponding toEdge AI, industrial, automotivedemand

Conclusion: Three major trends have been determined

1. Computing power is on the verge of sinking, the outbreak of terminal-side AI
2. The terminal is fully intelligent, demand for robots, AR/VR, and vehicles has surged
3. The supply chain shifts from single dependence to multiple backups