In the middle of 2023, due to the slow recovery of demand and the time of the industrial chain, it can be determined 2-0 that it will be longer than previously expected. The demand for general-purpose materials depends on the boost of the traditional peak season. There are still many high-priced models of automotive materials. Under the flat market tone, the market of GPU graphics card is eye-catching, and AI applications have been placed with high hopes, and it is hoped that it will drive a large number of chip demand
In the past six months, the industry chain has basically been in the destocking stage. Under the dual effects of continuous improvement in the supply of original factories and demand that has yet to be boosted, the market for general-purpose IC materials continues to move closer to normalization.
The most mainstream general-purpose MCUs in the market, key MCU models such as TMS320, STM32F103, and STM32F429, all have different degrees of price decline within half a year. The price trend of high-performance MCUs such as STM32H743 and STM32H750 is also downward within half a year. Due to declining demand, improved supply from original manufacturers, and the maturity of domestic alternatives, mainstream MCUs will no longer be out of stock and increase in price, and the market will continue to operate normally.
At this stage, materials with limited supply and high prices are still concentrated in the automotive field. Models such as MPC5554MVR132, 03853QDCARQ1, VNH5019ATR-E, etc. are in high demand because they are about to be discontinued or irreplaceable, and are now fluctuating in four-digit high prices.
In general, the surge in demand in the AI market will bring additional momentum to foundries, but the sluggish demand for mobile phone SoCs means that the destocking cycle of the industry chain is still continuing. Research firm IDC predicts that the global wafer foundry market will decline slightly by 6.5% this year, and the official recovery of the foundry industry may not be realized until the start of a new cycle next year.
Post time: Jul-14-2023