Inventory of hot searches for material numbers in July: Outlining peak season demand trends amid the turbulent market conditions
The overall trend of the component market is stable at the mid-year node, and industry hot spots are mainly local outbreaks.Traditionally popular DSPs and accelerometers continue to maintain high demand, whileAnalog chips, automotive chipsTaking over has become a new hot spot.Before the traditional peak season arrives, the overall demand is still relatively scattered, and a long-term unified market trend has not yet been formed.Relying on Chuangxin Index search volume, inventory, batch and risk dimensions, we took stock of the supply and demand performance of popular and in short supply materials in July.
1. DSPIC30F2010-30I/SP: The popularity has dropped from the high level
Microchip's DSP has been on the hot search list for a long time. In July, the popularity weakened significantly. The search volume and the number of inquiries shrank simultaneously, and the demand intensity cooled down marginally.
The market inventory has rebounded significantly, forming a reverse trend with the previous surge in popularity and inventory shortage.
As a phenomenally popular material number in the first half of the year, its popularity once surpassed that of the STM32 series. Whether it can return to an upward trend in the future still needs to be tracked; changes in sub-indexes can directly be used as an important reference for the pace of procurement, stocking, and negotiation.
2. NCP1340B8D1R2G: Inventory shortage, procurement risk is high
ON Semiconductor's high-voltage quasi-resonant power supply control IC has an input voltage of 9V-28V. It has high efficiency, programmability and high reliability. It is widely used in power adapters, TVs, LED lighting and other fields. It is a universal power supply material that is urgently needed during the peak season of the third quarter.
The Chuangxin Index shows that the search volume has increased rapidly recently, the inventory only maintains a four-digit level, and the supply is difficult to cope with sudden demand.
Procurement risk index is on the high side, it is recommended to lock the goods in advance and find alternatives simultaneously.
3. LIS3LV02DL: discontinued accelerometer, supply and demand are tight
Benefiting from the pull of drones and autonomous driving terminals, ST’s
Discontinued accelerometerThe heat remains high.
There has been a recent peak in search volume, and the original inventory of only a few thousand pieces has been further depleted. Added to this is the discontinuation of production, the gap between supply and demand has widened, procurement risks remain high, spot goods are scarce, and prices are strong.
4. ADXL357BEZ: New design recommended by the original manufacturer, few in stock, high price
The search volume for ADI high-performance accelerometers continued to rise in the first half of the year, with the first round of peaks in April and now coming out of the second round of peak popularity.
Inventory quickly dropped from four digits to three digits, and the market was in short supply.
Although it is recommended by the original manufacturer for new product design, the current supply is tight, the price is high, and it is difficult to introduce into mass production. ADXL354/355/356 can be selected horizontally from the same brand to adapt to different measurement ranges and bandwidth requirements.
5. SM712.TCT: Demand for TVS protection devices is steadily increasing
Semtech transient voltage suppression diodes are used for RS-485 communication port protection. They can withstand wide temperature operation of - 55℃~125℃ and can resist ESD and EFT voltage spike damage.
Search volume has steadily increased in recent months, inventory has continued to be depleted, and demand has gradually increased, mainly driven by the application of industrial and multi-industry communication ports.
6. MRFE6VP5300NR1: Discontinued RF MOSFET welcomes peak popularity again
NXP RF MOSFETs, which are on the discontinuation list, feature wide frequency range, low thermal resistance, integrated ESD protection and other features.
There was a search peak at the end of June, and now it is heating up again. The market price remains at a high level of more than 400 yuan. The scarcity attribute of discontinued production superimposes rigid demand, and the market continues to be strong.
7. TPS55160QPWPRQ1: The popularity of automotive power supply chips has surged in the first half of the year
TI's automotive-grade high-voltage synchronous buck-boost DC-DC meets AEC-Q100 standards and is suitable for body electronics, vehicle gateways, infotainment, industrial power supply, and battery management scenarios.
In early July, search volume surged, inventory dropped rapidly, and demand exploded; the batch structure was relatively old.
No new batches in stock within two years, mostly with 2-3 years of inventory, and procurement needs to focus on batch and quality risks.
8. TPS1HB35BQPWPRQ1: Automotive high-side switches have become increasingly popular recently.
TI 12V single-channel smart high-side switch, AEC-Q100 automotive certification, is widely used in in-vehicle display, ADAS, seat control, transmission unit, body control, car lights and other modules.
The search volume has continued to rise in the past half month, and the original four-digit inventory has dropped sharply to more than 2,000 pieces. The supply cannot match the rigid demand; there is also a lack of new batches in the past two years, and the inventory is mainly 2-3 years old.
Quote conclusion
Relying on the search popularity, inventory level, batch structure, risk rating and other dimensions of Chuangxin Index, we can accurately judge the supply and demand of single material numbers, providing data support for procurement and stocking, alternative selection, and price prediction.
At present, the overall market demand has not been fully released, and the market is mainly driven by the rotation of partial subdivided material numbers.Looking forward to the market outlook, shipments of PCs and mobile phones have returned to year-on-year growth, industry destocking continues to deepen, coupled with benefits such as accelerated penetration of AI PCs and industrial intelligence upgrades, the overall demand for components is expected to gradually pick up in the second half of the year, and the peak season market is worth looking forward to.
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