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August 2024 Chuangxin Index Analysis Report - Positive Signals Emerged In The Adjustment, And Demand Is Locked In The Netcom Field

WsxMall 2026-04-28 13:59:56 2 Related Key Words: August 2024 Chuangxin Index Analysis Report - Positive signals emerged in the adjustment and demand is locked in the Netcom field

August 2024 Chuangxin Index Analysis Report - Positive signals emerged in the adjustment, and demand is locked in the Netcom field

Chuangxin Index relies on the massive traffic of the IC trading network to upgrade its cloud real-time monitoring capabilities, which can visually display semiconductor componentsPrice trends, shipment rhythm, inventory preparation, market demandChanges in the four core dimensions provide data reference for industry procurement and market analysis and judgment.

1. Overview of overall industry conditions in August

In August, many leading IC companies disclosed financial reports, and the industry differentiation pattern was significant:

The AI track continues to lead, and NVIDIA’s second quarter revenue doubled year-on-year, becoming the core growth engine of the industry;
Infineon and ADI are still in a performance adjustment cycle, but the number of days of original factory inventory has fallen simultaneously, and the bottom of the industry's downward trend has passed;
Industry hot spots are concentrated in AI supporting fields such as FOPLP advanced packaging, HBM high-bandwidth memory, and high-end DRAM;
Global semiconductor Q2 achieved positive growth as a whole, with computing power chips as the core driver; local wafer foundry shipments picked up, which is good for power devices and the acceleration of domestic MCU substitution;
The overall market is in the traditional off-season, and market demand is flat.Network communications, radio frequency, industrial simulationIt is a local core highlight.

2. Interpretation of the TOP10 most searched models in August

The overall trend of hot searches and price fluctuations are flat, with only a few parts having an explosive demand. ST series MCUs continue to destock, and the prices of scarce parts that have been discontinued have increased significantly:

AD7606BSTZ（ADI）: Industrial-grade ADC chip, the search volume increased by 26.50% month-on-month, with an increase of 19.51% at the end of the month, and the demand for industrial measurement and control and power monitoring is rising strongly;
LPC1768FBD100（NXP）: Industrial 32-bit MCU, searches increased by 35.80% month-on-month, unleashing demand for industrial networks and white home appliances;
ULN2803ADWR（TI）: The production of Darlington pipes has been discontinued, inventories have continued to be reduced, prices have increased by 9.92% month-on-month, and the scarcity attribute has pushed up the market;
XCF32PFSG48C (Xilinx): FPGA configuration storage maintains high pricing for a long time, with stable supply and demand and rigid demand;
ST full series MCU: Mainstream models such as STM32F103, F030, F405, F407 continue to be destocked, prices are stable and weakening, and terminals’ willingness to restock is weak;
The volume and price of general materials such as power supply regulators, wireless SoCs, and operational amplifiers are stable, with no obvious market fluctuations.

3. Top 10 inventory fluctuations in August: Netcom demand explodes

Inventory change data shows,Network communication materials account for half of the market, has become the strongest demand line in the off-season. Consumer electronics is showing signs of recovery as it approaches the peak season, and some old cycle materials are out of stock due to production suspensions.

Inventory growth categories: optocoupler, Ethernet PHY, LED driver, industrial MCU and other network communication and industrial supporting devices;
Inventory continues to be removed: CAN transceivers, RF devices, base station MOS, battery management IC, interface protection chips, operational amplifiers;
Core directions: Demand for industrial communications, vehicle communications, IoT radio frequency, base station hardware, and edge network equipment continues to pick up.

4. Supply and demand status of subdivided categories

1. General Analog and MCU

The market prices of ST, TI, ADI, NXP, and Microchip general-purpose MCUs and analog chips are dull, and transactions are weak;

Infineon and ON Semiconductor benefited from the power, power, and networking tracks, and orders and demand improved marginally.

2. Car chip

Competition in the new energy automobile industry has intensified, and automotive chips have continued to adjust overall. Manufacturers are cautious in stocking up, and it is difficult to see a significant recovery in the short term.

3. Memory market

DRAM: The shortage of HBM production capacity has led to price increase expectations. DDR5 has strengthened at a high level, and has been linked upwards to niche memory such as DDR3. The overall trend is stronger than NAND;
NAND: AI server pull is limited, demand for PCs and consumer-grade terminals is weak, storage contract prices are weakening, and institutions predict that Q4 NAND prices may be under pressure to decline.

5. Market summary and core trends

The market is weak in the off-season, the industry as a whole is at the end of adjustment, inventory pressure is gradually easing, and the bottom signal is clear;
Structural differentiation of demand,Netcom, industrial control, AI computing power supportingIncrement track for the core;
Domestic substitution continues to advance, and local foundries, power devices, and MCUs are facing long-term opportunities;
The storage sector is divided into hot and cold markets, DRAM is more resilient, and the recovery pace of consumer NAND demand is slow;
Discontinued material numbers, industrial-grade special analog chips, and components that are just needed for Netcom have the potential for continued price increases and shortages.