Recent Hot Searches On Chips: Nexperia Has Been Swept By The Storm, And Discrete Devices Have Become The Protagonist Of The Market

1. The Anshi incident detonated the market, and discrete devices dominated the list.

• Mainly operated by NexperiaDiodes, transistors, logic ICs, power devices, with a complete product line for vehicle specifications, it is a global Tier 1 core supplier.
• After the supply chain was broken, Anshi jumped intoBrand soars to the top of the list, Sipu, Fairchild, Fuman, Aigexin and other discrete device manufacturers followed closely, and the demand for substitution surged.
• Category soaring listVarious discrete devicesAll of them are basically the core business scope of Nexperia.

2. Full analysis of hot-searched core models (search surge + inventory drop)

1. Logic chip: 74HC595D shift register

• 8-bit serial input and parallel output, standard universal device, Allianz Automotive Specification version 74HC595D-Q100.
• Weekly search volume nearly5000 times, far exceeding the historical average, and inventories fell sharply simultaneously.
• Similar hot materials: 74HC165D, 74HC164D, 74HC4051D.

2. Logic gate: HEF4093BT

• Four-way NAND gate with Schmitt trigger, strong noise immunity, and Allanshi has the automotive version HEF4093BT-Q100.
• Search volume has skyrocketed, inventory has dropped rapidly, and demand for industrial control and vehicle regulations has been released intensively.
• Similar hot materials: 74HC08D, 74LVC1G08GW.

3. Switching diode: BAV99

• SOT23 double diode, used for high-speed switching and reverse connection protection.
• Anshi extended model: BAV99S, car specification BAV99-Q.
• Similar hot materials: BAT54C, BAS316, BAV70, BAS21, BAT54.

4. Small signal transistor: BC817-40

• NPN tube is used for signal amplification, switching and level conversion.
• Anshi has small package and car-sized version BC817-40-Q.
• Similar hot materials: BC846B, BC847B, BC807-40, BCX56-16, PBSS4041PX.

5. Small signal MOSFET: 2N7002

• N-channel MOSFET is commonly used. It is searched more than 1,000 times a week and has surged sharply recently.
• Inventories have been falling since late September, with the decline accelerating in the past week.
• Similar hot materials: BSS138P, BSS84, NX7002AK, BUK9K18-40E.

6. Vehicle ESD: PESD1CAN

• The CAN bus protection device has been listed as NRND by the original manufacturer and has received very little daily attention.
• Affected by the Anshi incident, search volume surged and inventory dropped significantly.
• Similar hot materials: PESD2CAN, PESD1LIN, PESD2IVN24-T.

3. Market Impact and Substitution Pattern

1. Complete imbalance between supply and demand

   The demand for basic components was originally stable, but after Anshi cut off supplySearch volume soared and inventory halved, channels panic and stock up.
2. Alternative Difficulty Differentiation
   • Diode, transistor, small signal MOSFET:Easy to replace, a wide range of imported and domestic options are available.
   • Logic device:Replacement difficulty is high, domestic choices are limited.
   • Automotive grade devices:Extremely difficult to replace in the short term, the certification cycle is 1–2 years, and Anshi has deep barriers to consistency and reliability.
3. Strong market sustainability

   The supply gap cannot be repaired in the short term, and there is a strong demand for automobiles.The pressure of price increases and shortages will continue, the risk of a repeat of the previous shortage surge has increased.

4. Industry Conclusion