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Jabil's Global Commodity Intelligence Archive
Q2 2022
Jabil's Global Commodity Intelligence Archive
Q2 2022
HIGH END SEMICONDUCTOR COMMODITIES
MCU / MCP / CHIPSET / ASIC/ PROG LOGIC
- As of Q1 2023, we have started to see some relief in the supply situation for high-end semiconductor devices. Demand for automotive applications, core industrial, renewable energy, healthcare, and infrastructure remain robust with positive book-to-bill ratios announced by suppliers with significant business levels in these segments. Mobile demand is expected to slowly pick up again after a weak Q1. There is some concern about Cloud-related business and consumer demand is still soft. Suppliers are starting to communicate improved lead times with further improvements by the 2nd half of 2023. We still see continued bottlenecks in specific product families.
- Foundry: Improving but constrained in older generation technology due to limited capacity expansion.
- Substrate: Improving, still constraints for complex new nodes.
- Back-End: Healthy
- MCU: improving in general, but long lead times still for automotive-related products.
- STMicroelectronics: Lead time is 52 weeks for most MCU products, NCNR strategy will remain in place.
- Microchip: Lead-time remains at 62 weeks for all MCUs, Microchip sticks to NCNR terms within the PSP program. Supply is further stabilizing, but capacity utilization (close to 100%) remains high for PIC MCUs and others.
- NXP: Most LPC products improved to 26 weeks lead-time, the majority of other MCU/MPUs remain at 52 weeks. MK/Kinetis series and certain MPC series remain problematic. The S32K automotive product line is also constrained. NXP offers limited flexibility for products under the NCNR program.
- TI: Lead-time improved to <26 weeks for the majority. Wireless products like CC1xx/CC25xx are quoted at 20 weeks lead-time.
- Infineon/Cypress: MCU portfolio remains constrained, lead-time remains at 52 weeks throughout 2023.
- Spartan-6 devices came out of allocation with 52 weeks lead-time. Others are 35-48 weeks in general.
- Renesas: Lead times improved to 18-36 weeks
- Silicon Labs: Small lead-time improvements for older generation EFR32/EFM32 product families. Supply for series 2 devices (EFx32xx2 ) is relatively healthy.
- SoC business: Lead times improved, but older nodes above 65nm remain somewhat constrained, especially for ethernet-related products. Supply for Wireless SoCs (WIFI/BT) is becoming healthy.
- Marvell: Lead time is 26 weeks for most products, all products are NCNR.
- Broadcom: Lead time is > 52 weeks, all products are on NCNR. Consumer products from BVG have 26 weeks lead-time on average.
- Qualcomm: SoC products remain constrained.
- Intel: Supply for EPG products improved.
- Microchip: Lead time is 62 weeks with limited flexibility for LAN/USB/VSC products.
- FPGA: supply improved for most of the product families. There are still bottleneck products.
- AMD (previously Xilinx): is asking for 1-year visibility, lead times are improved in general
- Microchip terminated reviewing options to build a 300mm fab and will focus their investments to extend capacity for existing internal wafer factories and increase allocation from external foundries.
- TSMC will cut Capex from a 36B$ level in 2022 to closer to 32B$ level in 2023.
- Intel is expected to cut 5B$ from its forecasted 20B$ capex investment.
- Capex plans for specific growth technologies like SiC and GaN continue to be supported by manufacturers like Infineon, STM, ON, and Cree, due to a shortage in the market.
- Infineon announced a capacity expansion in Dresden for Analog/Mixed Signal and Power solutions.
- Infineon announced the acquisition of GaN systems for 830M$.
- Onsemi completed the acquisition of the 300mm GlobalFoundries fab in East Fishkill.
- STM announced 4B$ in Capex for 2023, mainly to expand their 300mm fabs as well as their SIC capacity.
- RF semiconductors: lead times are stabilizing between 24-52 weeks, mobile market was very soft, and might pick up again by Q2 but overall, 2023 looks to be a flat year with almost no growth.
- Qorvo: lead-times are stable, seeing moderate growth in 2023
- Skyworks lead times are generally 26 weeks
- Anaren is expecting another soft quarter but seeing moderate growth in the second half of the year.
- Intel (previously Altera): the overall situation is improving; Intel expects to be closing delinquencies by Q4 2023 for all product lines.
- Cyclone II, Stratix V, and Arria V are off hard allocation since Cycle V allocation (March 2023 onwards)
- Max 10 & Cyclone V are expected to close delinquencies only by Q3 2023.
- MAX-II, V, Cyclone III, IV, and 10 will remain on allocation throughout Q4 2023.
- Microchip: supply remains very tight with lead times in the 60 weeks range.
- Lattice: still quite tight, Lattice is asking for 12-18 months of visibility.
- New-gen Nexus platform is healthy with lead times of 20-30 weeks
- LC4xxx, M4A5, XO2, and XO3 will remain at 52 weeks for now.
- CPUs: Intel supply is healthy in general
- Microchip terminated reviewing options to build a 300mm fab and will focus their investments to extend capacity for existing internal wafer factories and increase allocation from external foundries.
- TSMC will cut Capex from a 36B$ level in 2022 to closer to 32B$ level in 2023.
- Intel is expected to cut 5B$ from its forecasted 20B$ CAPEX investment.
- Capex plans for specific growth technologies like SiC and GaN continue to be supported by manufacturers like Infineon, STM, ON, and Cree, due to a shortage in the market.
- Infineon announced a capacity expansion in Dresden for Analog/Mixed Signal and Power solutions.
- Infineon announced the acquisition of GaN systems for 830M$.
- Onsemi completed the acquisition of the 300mm GlobalFoundries fab in East Fishkill.
- STM announced 4B$ in Capex for 2023, mainly to expand their 300mm fabs as well as their SIC capacity.
- RF semiconductors: lead times are stabilizing between 24-52 weeks, the mobile market was very soft, and might pick up again by Q2 but overall, 2023 looks to be a flat year with almost no growth.
- Qorvo: lead-times are stable, seeing moderate growth in 2023
- Skyworks lead times are generally 26 weeks
- Anaren is expecting another soft quarter but seeing moderate growth in the second half of the year.
- Forecasted CAPEX investments are being reduced by most manufacturers due to the expectation of negative growth in semiconductor revenue for CY2023.
- Skyworks announced they are exiting the ceramics business, which includes isolators and circulators with immediate effect.
- Pricing is expected to be stable after numerous price adjustments in CQ4 and early CQ1.
- Microchip will increase pricing by an average of 5% from March.
- We might see potential price increases in STM automotive business in the coming quarters.
- RF Suppliers look to have stabilized their pricing, with no major plans for changes in 2023.
- Suppliers continue to defocus on legacy devices with price increases and accelerated EOL.
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