May 2025 Chuangxin Index Analysis Report Lite Version
1. Overall market overview
Affected by the holiday in May, component search volumeOverall month-on-month decline, the impact of tariffs gradually subsided, and the TI and ADI markets returned to stability; AI demand continued to be strong, driving demand for related devices to boost; the storage sector continued to increase prices,DDR4, small capacity eMMCDue to the production reduction of original factories and the surge in stocking up, the increase is significant; the intensive release of new domestic products, the acceleration of industry mergers and acquisitions, and the further deepening of domestic substitution.
2. Top 10 popular categories & brands (down across the board)
- Category: MCU has the largest decline (-24.22%), and Flash memory is relatively resilient;
- Brand: ST had the most obvious decline (-25.61%), while TI, ADI, ON Semiconductor, etc. all fell month-on-month.
3. Hot search TOP50 core features
- The STM32 series still dominates the list, and its popularity has dropped from its previous high;
- AI-related devices are growing against the trend:Rockchip RV1126, Vicor PI3740, Winbond NOR Flash；
- Samsung eMMC (KLM8G1GETF) prices continue to rise and search volume stabilizes;
- Price increases are expected to be mainly restorative increases for the STM series, while the trend of analog devices is balanced.
4. Soaring list TOP20: AI becomes the core theme
The models on the list are concentrated inAI server, data center, industrial intelligenceField:
- Led by Samsung LPDDR5X, Marvell switching chips, ADI power/RF, and Altera FPGA;
- Storage, power supply, interfaces, and FPGA are all linked together, reflecting the explosion of demand in the AI computing power industry chain.
5. Inventory list: supply and demand structure differentiation
- Inventory increase: Mainly connectors, general MCU, and passive devices;
- Inventory decline: Diodes, TI, and ADI are in short supply of power supplies and driver chips, and storage chips continue to be destocked.
6. Key conclusions on supply, demand & price
- TI/ADI: The impact of tariffs has subsided, search volume has dropped, and the prices of some models are still strong;
- MCU: STM popularity has dropped, prices have been restored, and delivery times have been extended;
- Power devices: MOSFET, IGBT delivery time is extended (Infineon, ST, ON Semiconductor);
- storage: The price increase of DDR4 exceeds that of DDR5, and small-capacity eMMC continues to be in short supply due to production suspension;
- Passive components: The delivery time of MLCC and tantalum capacitors has been extended, driven by the demand for automobiles and AI.
7. Summary
Market presentation in MayThe overall off-season, AI structural boom, and storage prices continue to riseThe new policy of 60-day accounting period, the shift of original factory production capacity to high-margin products, and the acceleration of domestic substitution will continue to dominate the industry trend in the second half of the year.
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