Chuangxin Index Analysis Report for March 2025 - The market has become active, and the popularity of the STM series has increased significantly.
(It has been streamlined and polished, with a clearer structure, retaining all core data and conclusions)
As the electronic components market gradually recovers, the core index in March 2025 shows:Overall market activity has increased significantly, the search volume has generally increased, the price of materials has increased, and the demand for stocking has driven the destocking process.Among them,ST MCU breaks out across the board, the rebound in NAND flash memory prices has driven the popularity of eMMC models, domestic substitution and supply chain security continue to advance, and changes in tariff policies will further affect subsequent stocking strategies.
1. Overall market overview in March
- The search volume of various brands and categories generally increased month-on-month, and market sentiment turned positive.
- Core hot spots: The search volume and price of ST's full series of STM32 and STM8 have increased simultaneously.
- Storage market: Price increases and production cuts by original manufacturers have taken effect, NAND flash memory has entered the seller's market, and the popularity of small-capacity eMMC has soared.
- Long-term trend: The demand for supply chain security continues to increase, and the penetration rate of domestic components further increases.
2. Popular categories and brands TOP10
Popular categories (search volume month-on-month)
- Microcontroller (MCU):+103.59%
- Rectifier: +87.91%
- MOSFET：+95.25%
- Transient voltage suppressor: +29.00%
- Op amp: +88.08%
- Linear regulator: +73.57%
- DC-DC converter: +67.00%
- General Bipolar Transistor: +92.74%
- Flash Flash: +89.12%
- Analog-to-digital converter (ADC): +103.50%
Popular brands (search volume month-on-month)
- TI/Texas Instruments: +66.82%
- ADI / Analog Devices:+117.30%
- ST / STMicroelectronics:+107.99%
- onsemi / ON Semiconductor: +103.01%
- Microchip / Microchip: +77.82%
- Infineon / Infineon:+126.07%
- NXP / NXP:+146.53%
- UMW / UMW Semiconductor: +107.35%
- Diodes / US and Taiwan: +89.43%
- Vishay / Vishay: +80.36%
3. Hot search models TOP50: STM dominates the list, storage models are heating up
Among the TOP50 hot searches in March,ST MCU occupies the absolute main force, F103/F407/F429/G070/H743 and STM8S003 are all on the list; at the same time, Samsung eMMC (KLM8G1GETF-B041, etc.) has become more popular due to the price increase of flash memory.
Head hot search models
- STM32F103C8T6
- STM32F407VET6
- STM32F103RCT6
- LTM4644IY#PBF（ADI）
- STM32F405RGT6
Other hot models include: RV1126 (Rockchip), LM358DR, AD7606BSTZ, KLMAG1JETD-B041 (Samsung), etc.
Price level: In March, there was a significant increase in price-increased materials and a decrease in price-cut models, reflectingDemand is picking up and stocking up is active。
4. Search volume surges TOP20: STM and ADI lead the way
The soaring list reflects the short-term demand explosion and channel changes:
- STM series: STM32F407ZET6, F429IIT6, F407VET6, etc. are on the list
- The high proportion of ADI models may be related to the adjustment of distributor channels
- Covering industry, communications, servers and other fields, indicating that industry-side stocking has started
Typical models: ADPD188BI, AD7799, AD9653, BCM56873A0KFSBG, NRF52810, etc.
5. Inventory fluctuations TOP10: Supply and demand structure continues to adjust
Inventory growth list
IRF4905, RV1126, RV1109, TPS62932DRLR, etc.
Inventory reduction list
ISC030N10NM6, TMC4671-LA, ICE3PCS03G, LMV339IRUCR, etc.
The rise and fall of inventory combined with changes in price and search volume can intuitively determine the tightness of material supply and demand and the timing of procurement.
6. Summary of supply and demand of subdivided categories
1. MCU
- ST: The popularity of 32-bit/8-bit has surged across the board, with both volume and price rising.
- Microchip: Demand is weak and inventory pressure is still high
- Infineon/NXP: Automobile and industrial demand have not yet bottomed out, and are overall weak
2. Analog devices
- ADI: Attention continues to rise, related to channel adjustments
- TI: Overall stable, still in the industrial/automotive destocking stage
3. Memory
- NAND Flash:Original manufacturers are increasing prices + reducing production, shifting to a seller’s market, and small-capacity materials such as 8GB eMMC are in short supply
- DRAM: The decline has converged, and recovery is expected in the second quarter; DDR3/DDR4 prices have begun to rise due to the shift in production capacity to HBM/DDR5
- Electronic state subsidy policy accelerates destocking process
7. Introduction to Chuangxin Index
Chuangxin Index is a real-time component data analysis tool for procurement and engineering personnel. Based on the big data of the IC Trading Network, it provides:
- Real-time query of spot prices, inventory, and supply and demand index
- Competitive product monitoring, risk warning, alternative models, anti-counterfeiting comparison
- Support personalized signboards and adapt to international procurement management systems
- The follow-up will be extended to solution selection and design innovation support.
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