A simplified interpretation of the Chuangxin Index analysis report in February 2025
—AI-driven hotspots are highlighted, Rockchip SoC is strongly out of the circle, and the overall market is flat, structural opportunities emerge.
1. Overall market overview
The overall component market continued to be flat in February. Affected by the Spring Festival holiday and the short number of days, the demand for most categories was weak, butAI related, data center, end-side intelligenceThere are obvious local hot spots in the field.
- Demand side: AI is still the core growth engine, and data center-related chips continue to be booming; consumer, automotive, and industrial demand are still recovering.
- Supply side: ON Semiconductor, Microchip, etc. optimize efficiency through layoffs and production capacity contraction; data center revenue of AI chip manufacturers such as Broadcom and Marvell continues to rise.
- Price: The overall fluctuation is moderate, with most models remaining unchanged month-on-month, and the range of increases and decreases is limited.
2. Popular categories and brands TOP10
1. Popular categories (only 2 increased month-on-month)
- TVS Transient Suppression Diode +1.81%
- Zener Diode +0.05%
- FPGA +2.09%Other general devices, MCU, operational amplifiers, power management, etc.Generally declining month-on-month, among which op amps, DC-DC, and MCU dropped more significantly.
2. Popular brands
TI, ADI, ON Semiconductor, ST, Infineon, NXP, etc. are firmly at the forefront, butAlmost all experienced negative month-on-month growth：
- TI had the largest decline: -9.77% (related to the overall weakening of analog devices)
- NXP is second: -7.34% (related to the decline in MCU demand)
It reflects that the general chip market is still in a moderate destocking stage.
3. Hot search TOP50: STM32 dominates the list, Rockchip RV1126 breaks into the forefront
The hot search list is still composed ofST general purpose MCUDominated by STM32 series, more than half of the top ten are occupied by:
- STM32F103C8T6, RCT6, F030, F407, etc. dominate the list all year round
- TI power supplies and driver chips, followed closely by ADI isolation and interface chips
Highlight models：
- RockchipRV1126Rising to No. 18, popularity increased significantly
- Samsung small capacity MLC flash memoryKLM8G1GETF-B041Entering the TOP30, storage price increases are expected to appear
- TI TPS546B24ARVFR、ADI ADUM1201ARZ, STM32F407VGT6 popularity has increased significantly
4. Search volume surges TOP20: AI and data center become the main line, Rockchip ranks first in growth
The soaring list is the most directional list in February, highly focused onAI vision, server, communication, industrial high-end simulation：
- RockchipRV1109、RV1126Taking the top two spots, with the largest increase, benefiting from the explosion of on-device AI vision applications + the early price increase effect
- Data center/network chip: BroadcomBCM59121, TI power supplyTPS546B24ARVFR
- High-end analog/signal chain: ADI's various chips (AD2S1210, LTC2208, AD5160)
- Automotive / Industrial: NXP, ST, Microchip various MCUs and interface chips
Overall confirmation:AI computing power, client-side intelligence, server power and interfacesIt is currently the most certain incremental track.
5. Inventory increase and decrease list: RV1126 inventory continues to be tight
Inventory decrease TOP10 (out of stock / strong demand)
- NVIDIA AD102 graphics core
- RV1126, RV1126K Rockchip AI SoC (continuously out of stock)
- ESP32-D0WDQ6 IoT master control
- MEMSIC sensors, Molex connectors, etc.
Inventory growth TOP10
Mainly TI, ADI, ST general interfaces, op amps, automotive CAN, and low-power MCU,
reflect
The supply of general chips is loose and there is a structural shortage of high-end AI/vision chips.。
6. Key changes in the memory market
- NAND Flash: The early decline was large, the original factory began to reduce production, and the price increase signal appeared.
- DRAM: The overall situation is still weak, but Samsung, SK Hynix, and Micron plan to gradually cease production of DDR3/DDR4 and shift production capacity to DDR5/HBM.The supply of mature specifications will continue to tighten in the future, and price increases are expected to heat up.
7. Core Conclusions
- The overall market is still weak, demand for general-purpose MCUs and analog devices is flat, and inventory is sufficient.
- AI is the only strong main line: Device-side AI vision (RV1109/RV1126), data center power supply/interface/FPGA are soaring in popularity
- On the eve of the storage cycle turning point: DDR4/DDR3 is about to withdraw from production capacity, and small-capacity MLC flash memory is in short supply and prices are rising.
- Procurement strategy suggestions:
- Purchasing general materials on demand and controlling inventory
- For AI-related and mature storage specifications, it is recommended to lock in price and stock up in advance.
- Focus on structurally scarce models such as Rockchip RV series, ADI high-end analog, TI server power supplies, etc.
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