Chuangxin Index Analysis Report For July 2025 - Storage Hotspots Continue, Domestic Substitution Rises

1. Core market overview in July

• The off-season characteristics of the industry are obvious: the search volume of all categories generally declined month-on-month, and passive/discrete devices were relatively resilient.
• Storage market continues:DDR4 continues to rise sharply, and its price exceeds that of DDR5; The supply and demand of NOR Flash and small-capacity eMMC are tight.
• Domestic substitution is heating up: hot searches and soaring listsDomestic material numbers appear frequently, covering fields such as simulation, power supply, and communications.
• International manufacturer news: TI reports a large-scale price increase; NXP and Infineon promote localization in China; ST acquires NXP MEMS sensor business.
• Terminal structure: Industrial demand is relatively strong, and the recovery of automobiles is slightly lagging behind.

2. Popular Categories & Brands TOP10 (General decrease month-on-month)

Popular categories TOP10

1. Rectifier -22.81%
2. Microcontroller (MCU) -23.75%
3. TVS -23.99%
4. MOSFET -23.30%
5. Op amp -25.60%
6. Linear regulator -24.15%
7. DC-DC converter -24.94%
8. General purpose bipolar transistor -24.22%
9. Flash -21.51%
10. ADC -26.30%

Popular Brands TOP10

1. TI -24.39%
2. ADI -22.34%
3. ON Semiconductor -27.31%
4. ST -25.97%
5. Microchip -23.14%
6. Infineon -23.49%
7. NXP -23.57%
8. Diodes -15.59%
9. Vishay -17.43%
10. UMW (UMW) -26.56%

3. Hot Search TOP50: Stable pattern, outstanding highlights in storage and domestic products

• The structure of the list is basically the same as last month, and the search volume has dropped overall.
• ST MCUStill dominating the list: STM32F103, F405, and F407 series occupy the top position.
• Storage highs remain stable: Micron DDR4 and Winbond NOR Flash (W25Q series) continue to be popular.
• New domestic faces:Hangzhou Zhongke Micro AT7456EVideo character overlay chip enters TOP50.
• Some Micron DDR4 models still saw large increases in July.

4. Search volume surges TOP20: Netcom/industrial control mainly, domestic materials appear intensively

• Domestic representatives:
  • Rongpai π121U31
  • Naxinwei NS4168
  • Hangzhou Zhongke Micro AT7456E
• Other hot spots: Realtek Netcom chips, Micron DDR4, Xilinx FPGA, Vishay MOSFET, etc.

5. Inventory increase and decrease TOP10: Reflecting the tightness of supply and demand

Inventory growth TOP10

Inventory decline TOP10

6. Summary of demand and supply

1. Storage mainline unchanged
   • DDR4 price increases continue, search volume surges and slows down, but price remains firm;
   • There is strong demand for Winbond NOR Flash full capacity;
   • The price of small-capacity eMMC continues to rise and supply exceeds demand.
2. International brand trends
   • Expectations for TI price increases are rising, the short-term market reaction is moderate, and domestic substitution is expected to accelerate in the medium and long term;
   • ADI, ST, Infineon, NXP, and ON Semiconductor are generally stable, and shortages are concentrated in difficult-to-replace and discontinued models.
3. The trend of domestic substitution is clear

   Domestic material numbers on the hot search list and soaring list continue to increase, covering power supply, analog, interface, and signal chain.Design introduction and mass production are promoted simultaneously。

7. Value of Chuangxin Index Tool

• Material number real-time price, inventory, supply and demand index
• Alternative models, procurement risks, anti-counterfeiting comparison
• Personalized data dashboard and competitive product monitoring
  Suitable for procurement cost budgeting, BOM optimization, and supply chain risk control.