Interface chips are becoming popular again: American brands fluctuate violently, and domestic interface chips are strongly on the rise

1. TI: Interface chips are hot across the board, and prices and inventories fluctuate the most.

Popular model performance

• SN65176BDR

  Industrial wide-temperature (-40~105℃) half-duplex RS-485, the popularity increased significantly from April to May.Inventory drops significantly, price volatility intensifies。
• SN75176BDR

  Commercial/ordinary industrial grade (0~70℃), recent search volume has rebounded from a low level,Inventories were reduced significantly and prices began to rise。
• Other popular models

  SN65LBC184DR、SN65HVD3082EDR、ISO3082DWR(Isolated type) Synchronous heat dissipation.

core reasons

• Demand for industrial automation and industrial control communications recovers
• Anticipation of tariffs leads to advance stocking, and channel sentiment amplifies fluctuations
• TI's overall simulation cycle is picking up, with Q1 revenue +11% year-on-year, and industrial demand has clearly picked up.

2. ADI (including the original Maxim): The high-end interface is stronger, and the fluctuation range is smaller than TI

Popular model performance

• ADM2587EBRWZ

  Reinforced isolation RS-485 with integrated isolated power supply, search surge in April,Inventory is stable and tight, used in smart grids and industrial automation.
• MAX13487EESA+T

  The original Maxim General RS-485 had a significant search peak in April.Inventory dropped significantly, demand continues to strengthen.
• Others: ADM3485, MAX485, ADM2682, etc. followed suit.

3. MaxLinear: The volume of industrial interfaces increased, and the search volume jumped

• SP485EEN-L/TR

  Industrial grade RS-485,Search volume jumped and inventory dropped sharply, becoming a dark horse on the list.
• SP3232EEY-L/TR

  RS-232 transceivers, search volume increased significantly, and inventory fell simultaneously.

4. Highlights of domestic brands: Sichuan Tu Micro has emerged strongly and directly benchmarked TI/ADI

Core hits

• CA-IS3082WX

  Isolated RS-485, based on TI ISO3082,Searches jump, inventories plummet, demand is very strong.
• CA-IS3722HS

  High-speed digital isolator, search near historical peak,Large quantities of goods have been shipped recently, and inventory is being released quickly.。
• Other synchronized strengthening models

  CA-IS3052W, CA-IS3088WX, CA-IF1051HS, CA-IS3762HW, etc.

Domestic alternative logic

• Obvious cost-effective advantage
• More stable delivery and safer supply chain
• Industrial, new energy, and industrial control customers proactively provide secondary supply/replacement

5. Overall summary: Interface chip market reflects three major trends in the industry

1. Interface/isolation analog chips enter the upcycle

   RS-485, RS-232, and digital isolators are fully thermally compatible withIndustrial recovery, AI industrial control, smart grid, energy storageHighly relevant.
2. American brands fluctuate violently, TI>ADI

   Tariff expectations + channel replenishment + demand recovery resonate, leading to significant fluctuations in prices, inventories, and search volumes.
3. Domestic brands have officially taken over and become an important addition

   Represented by Sichuan Tuwei,Interface and isolation chips realize batch replacement, popularity, shipments, and hot search rankings have increased simultaneously, and a new market structure is taking shape.