[Core Information] The last wave of hotly searched materials in the Year of the Dragon, looking forward to the start of the recovery cycle in 2025
The Year of the Dragon has come to an end, and the component market has picked up significantly. Search volume for a variety of general-purpose MCUs, analog chips, automotive ICs, and network chips has increased, and inventories have fallen, releasingDestocking is coming to an end and demand is recovering moderatelyThe positive signals pave the way for the recovery of the semiconductor cycle in 2025.
1. ST MCU is recovering across the board, and year-end stocking drives demand
- Popular models：STM32F030/G070/F405/H743/L431 etc.
- performance: Search volume continues to rise,Prices remained stable without rising sharply
- Interpretation: Driven by downstream stocking at the end of the year, demand is weakly recovering, and destocking is still the main tone, and demand in 2025 is optimistic.
2. Microchip DSC has returned to popularity, and inventory has dropped sharply.
- Model：dsPIC30F2010-30I/SP
- performance: After a long silenceSearch volume rebounds, inventory drops sharply
- Application:Industrial automation, motor control, power management
- Interpretation: Industrial demand has partially recovered. Although it has not reached the peak of last year, the activity has increased significantly.
3. ADI’s multiple analog chips have seen both volume and price increase, with strong demand
- ADV7391BCPZ(video encoder)
- Search volume peaked in December,Prices doubled and inventories continued to fall
- AD9914BCPZ(DDS frequency synthesizer)
- The price jumps from thousand yuan toMore than 2000 yuan, inventories continue to decline
- LTM4644IY#PBF(power module)
- Weekly search volume surges, inventory drops to recent lows
- Conclusion: High-end analog and power management chipsDemand recovery is clearest。
4. TI universal + car standard dual hot, automotive electronic signal is positive
- Universal chip
- LM2904DR (op amp): Search surged in December, fell back and stabilized in January
- TS3DV642A0RUAR (high-speed switch): Search surges, inventory drops significantly
- Car grade (Q1 car grade series)
- TCAN1145DRQ1、TLV3012AQDCKRQ1、TLIN1021ADRQ1、TPS4H000BQPWPRQ1
- Originally unpopular car cores have become popular collectively
- Interpretation：Automotive electronics demand continues to recover, the new energy vehicle industry chain has been significantly stimulated.
5. Network PHY & button batteries recover simultaneously
- RTL8201F-VB-CG(Realtek Ethernet PHY)
- December’s popularity reached a new high, and inventories continued to decline.Netcom and industrial control demand rebounds
- MS621FE-FL11E(Seiko rechargeable button battery)
- Search volume continues to rise, and prices rise simultaneously
- reflectPortable devices, wireless terminals, IoT productsDemand picks up
Conclusion: The cycle has bottomed out, and recovery can be expected in 2025
The industry will deeply destock in 2024, and these hot-searched materials have appeared at the end of the Year of the DragonBottoming outSigns:
- CoverST, TI, ADI, Microchip, RealtekOther leading brands
- Hotspots everywhereGeneral MCU, simulation, automotive, industrial, network communication, consumerMultiple fields
- Inventories are declining and demand is rising, but prices have not yet skyrocketed. This ishealthy recovery
Coupled with multiple positive factors such as consumption subsidies, the explosion of new energy vehicles, the continued increase in AI volume, and the bottoming out of inventories, the components industry is expected to officially exit the downward cycle in 2025 and usher in a comprehensive recovery.
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