Can MCUs Survive the Recession in Q2 As Leading Manufacturers Stablized the Productivity ?
#FutureElectronics Date shows that“Overseas MCU manufacturers currently have #StableOrShortened lead times for most products, while some are still in shortage“
---Demand Situations of Leading MCU Manufacturers.
According to IC Insights data, the world top 10 MCU suppliers in 2021 are NXP, Microchip, Renesas, STMicroelectronics, Infineon,Texas Instruments, Nuvoton, Rohm, Samsung and Toshiba.
#TI’s demand in the automotive market is still strong, and the lead time of automotive-level items remains about 30 weeks.
#ST also mostly concentrated on automotive-level MCUs and IGBTs.
The shortage of popular materials for #NXP has basically eased.
#Microchip increased the price in 2020 and 2023,the approximate increase is around 7%.
#Renesas is expected to expand outsourcing in 2023 and hope to increase the supply chain by 50%.Most series products will maintain stable prices in 2023.
#Infineon automotive MCU has hot sell series like XMC, AIROC, PSOC and TRAVEO , which are in great demand in the market as well as the Infineon's IGBTs.
---MCU will survive through the recession in Q2-Q3 ?
With the rise of the global virtual economy, #TWS, #CISchips, #5Gradiofrequencychips, #powerICs, #smartAIchips, etc. have grabbed a large amount of production capacity, intensified the chip production capacity crisis .
Despite the dramatic increase in MCU, #displaydriverICs, #automotivechips, and #WaferFoundryProductionCapacity are still facing difficulties .
After the large-scale shortage in 2021 and the expansion of production capacity as well as the unusual weak consumer market in 2022, most IC manufacturers are still in the #inventoryclearingstage.
The current #InventoryIsStillHigh and the expected number of wafer returns in Q1 will drop sharply by 65%,the inventory will perform the samedrop then it will return to a healthy level in the Q2&Q3 in 2023,wafer foundries will also returned to the normal stage.
---MCU manufacturer's strategy tends to move closer to car and industrial level.
For international #IDM and #ICdesign companies, the main direction is to continue to move closer to high-end #MCUs for #vehicles and #industrialcontrol in terms of product strategy. First, high-end MCUs for vehicles and industrial controls have higher requirement.Secondly, the MCU market in these fields is larger and more stable.
With the continuous development of the #AutomotiveElectronics and #IOT markets, which are expected to contribute the important growth areas of the MCU market.
In the future, high efficient home appliance MCUs and more wireless connections will apply in cloud connectivity, industrial automation,AI and electric tools areas,the trend of automobile electrification will greatly promote the growth of the MCU market. The industrial MCU market is expected to grow from 52% in 2021 to 65% in 2026.