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Jabil's Global Commodity Intelligence Archive
Q4 2024 | OCTOBER - DECEMBER
Jabil's Global Commodity Intelligence Archive
Q4 2024 | OCTOBER - DECEMBER
HIGH END SEMICONDUCTOR COMMODITIES
MCU / MCP / CHIPSET / ASIC / PROG LOGIC
SUPPLY
Supply across the industry is healthy, though the broader market outside of AI/Cloud is recovering slowly, with book-to-bill ratios still below 1 for many suppliers. Industrial demand is showing signs of revival, with notable increases in the Automotive sector, particularly as the EV market stabilizes. Mobile demand, especially for iOS-based models, is experiencing an uptick. Cloud business remains robust, driven mainly by AI requirements, while traditional networking and 5G wireless sectors continue to show soft performance. A more robust rebound in the semiconductor market is expected in the first half of 2025.
- Foundry: Foundry operations are healthy, ensuring stable semiconductor production to meet diverse sector demands.
- Substrate: Substrate supply is healthy, maintaining consistent availability for semiconductor manufacturing.
- Back-End: Back-end processing is healthy, which is crucial for final product quality and market readiness.
MCU: Supply is healthy for most product lines, though long lead times persist for automotive families.
- STMICROELECTRONICS
- Lead times for mainstream MCUs (STM32F, G, L, U, MP series) are steady at 14-19 weeks.
- Higher-performance MCUs (H5/H7) have slightly increased to 19-21 weeks.
- The automotive portfolio remains constrained with SPC products for 52 weeks.
- MICROCHIP
- Generally healthy lead times at 4-12 weeks for most devices, with some extending beyond 26 weeks.
- Microchip requires 20-26 weeks of visibility due to its broad product mix.
- NXP
- Stable lead times for most MCUs/MPUs:
- LPC and RT at 13 weeks; I.MX2,5,6,7 ranging from 13-23 weeks.
- Kinetis (MK series) and automotive series S32K1 from GF90nm improved to 20-29 weeks
- TEXAS INSTRUMENTS (TI)
- Lead times are healthy for most products.
- Wireless (CC1xxx/CC2xxx/CC3xxx) is at 6-12 weeks, modules up to 20 weeks.
- MSP430 and TM4C MCUs are in a 12-18 weeks range.
- DSPs (TMS320) and Sitara MPUs (AMxxx) are 18 weeks.
- INFINEON/CYPRESS
- CY8Cxx (former Cypress portfolio) at 10-16 weeks.
- Aurix TC2xx/TC3xx: 26 weeks, with automotive segments remaining tight.
- RENESAS
- Overall healthy lead times at 12 weeks for MCUs.
- Newer generation automotive MPUs (RH850) are at 20-24 weeks.
- SILICON LABS
- EFR32/EFM32 product families remain in 12-16 weeks
- EFR32/EFM32 product families remain in 12-16 weeks
SOC BUSINESS: The Supply Is Healthy In General
- MARVELL
- Most products have a lead time ranging from 26 to 34 weeks.
- BROADCOM
- Lead times are consistent at 52 weeks; however, consumer products from BVG average a 26-week lead time.
- QUALCOMM
- Lead times are in the 35-week range
- INTEL
- The supply of EPG products is healthy
- The supply of EPG products is healthy
FPGA: Supply remained stable in the past quarter and is healthy in general
- AMD/Xilinx
- Most products are in a 12-30 weeks lead time range; Xilinx is asking for 52 weeks of visibility
- Some specific devices in Ultrascale+ families still have extended lead times of up to 52 weeks
- Intel
- Lead times are generally healthy, with most newer generation products having lead times of less than 16 weeks.
- Agilex 7 is expected to improve from the current 20-26 weeks to less than 16 weeks by Q4 2024.
- The lead times for Arria V and older generation products are under 26 weeks
- Microchip
- Supply improved to 15 weeks average; however, some products remain tight with lead times of more than 26 weeks
- Lattice
- Lead times are 16 weeks for most product lines, some older generation devices are now 20 weeks.
- Lead times are 16 weeks for most product lines, some older generation devices are now 20 weeks.
CPUs: INTEL's supply is healthy in general
RF SEMICONDUCTORS: Lead times are healthy in a range of 12-36 weeks
- Qorvo: Most products have stable lead times below 20 weeks.
- Skyworks: lead times are around 16 weeks in general.
- NXP: lead times are generally below 20 weeks.
- Mini-Circuits: All products have lead times of 12 weeks or less.
MARKET DYNAMICS
- AMD has agreed to acquire ZT Systems in a deal valued at $4.9 billion. ZT Systems is a leading provider of AI infrastructure design and manufacturing services. This acquisition will significantly enhance the ability of cloud and enterprise customers to deploy AMD-powered infrastructure at scale. AMD plans to spin off and sell the manufacturing part of the ZT business so they can focus on the design teams and be more vertically integrated to compete with NVIDIA.
- The European Commission has approved €5 billion (~ $5.5 billion) under the EU Chips Act to form ESMC (European Semiconductor Manufacturing Company). This funding will support the construction of a new foundry led by TSMC in Dresden. NXP, Infineon, and Bosch will each hold a 10% stake in this venture, which operates on a foundry business model, making it accessible to other semiconductor manufacturers. This initiative primarily aims to boost state-of-the-art semiconductor technology for the automotive and industrial sectors. It represents the first significant investment by the EU government in this field, with €115 billion (~ $127.2 billion) in public and private investments secured to strengthen the EU semiconductor industry.
PRICE
- Pricing is anticipated to remain stable through 2024 as manufacturers aim to preserve existing margin levels.
- Suppliers are shifting their focus away from legacy devices, implementing price increases, and accelerating end-of-life (EOL) processes.
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