It’s a new year and it’s a new us (we’ve got a brand-new website, you can read more on that here) but for purchasers of electronic components, the landscape looks remarkably similar.
According to our research, the franchise sector has entered a period of stability, with many lead times showing little or no change over the festive period. However, looking further forward, there are reports emerging that indicate both a price and lead time rise is on the horizon.
However, we have noticed some clear lead time increases since our last update. The most noteworthy of these is that the overall availability of discrete IGBT lines has diminished, with purchases now expected to wait at least thirty-eight weeks to receive franchise stock.
The analog market remains tough, with ongoing issues regarding the availability of stock continuing to cause problems. Manufacturers in this area have managed to lock lead times though to provide buyers with some degree of certainty when forward-planning.
Just like the analog sector, the supply of discrete products remains tight, with the average lead time coming in at twenty-six weeks.
For IGBT products, however, there is an overall critical supply and lead times reflect this severe market shortage. Infineon ON Semiconductor and STMicroelectronics have all set lead times at forty-two weeks or above.
The overall situation is unlikely to improve in the short term and some franchise distributors have started to warn customers about potential price rises during the Q12018.
We would advise people to contact their regular supplier for more information on this and explore the option of securing long lead time lines via independent sources.
For another month, the memory market for memory components has remained relatively stable. Though as those who keep abreast of this particularly lucrative sector know, many Micron and Toshiba parts are (still) on allocation.
After a period of fluctuation, the opto sector is starting to stabilize and show some signs of improvement.
OSRAM has managed to reduce the lead time for its high-powered LED devices to twenty weeks, a decrease of six weeks when compared to pre-2018 figures. That said, some OSRAM lines do remain on allocation, though many sources except to see this situation ease in the coming months.
At the other end of the scale, there are some long-standing problems surrounding couplers. Lead times for these parts remain relatively high across all manufacturers, with Toshiba products available with the caveat of a forty-four-week wait. There is believed to be no short-term improvement.
DSPs & Microcontrollers
Our research suggests that lead times for DSPs and microcontrollers (MCUs) have not changed for the better or worse in the past six weeks. That said, lead times remain very high across all suppliers. There are reports that many manufacturers and distributors are extremely close to having severe supply constraints.
The average lead time for this sector now stands at twenty-five weeks, though this number only tells half the story. Albeit an outlier at this time, the lead time for NXP’s 32-bit devices stand at thirty-nine weeks.
Franchise distributors are still requiring customers to provide long-term purchasing plans to secure the necessary stock. To make matters worse we have seen reports that indicate manufacturers will raise their prices early this year to offset increasing production costs.
There has been no change in the availability and lead times of programmable logic parts since our last update in November 2017.
Market conditions for standard logic parts being tight, lead times in the sector have levelled out – despite previous predictions to the contrary.
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- On January 24, 2018