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Showing posts for June 2018

15 June 2018

Electronic Component Lead Time Report (June 2018)

"The global semiconductor industry has posted consistently strong sales so far in 2018, and the global market has now experienced year-to-year growth of greater than 20 per cent for 13 consecutive months," said John Neuffer, president and CEO of the Semiconductor Industry Association, in a press release.

For those with their ears to the ground, this will come as no surprise. These strong sales figures across the board have been driven by unforecasted demand from semiconductor-heavy sectors. Because of this, the availability of many products has decreased and lead times – especially for commonly-used items – have trended upwards, with capacitors, discrete devices, optoelectronics and microcontrollers (MCUs) especially affected.

However, our research shows some signs of optimism. Although lead times for many MCUs have continued to rise and Texas Instrument’s 16-bit MCUs are now being quoted out at 30 weeks (up from 22), we have noted that lead times have marginally decreased for discrete semiconductors and programmable logic products. Additionally, our information indicates that average lead times for all ON Semiconductor and ST Micro have dropped in the past four weeks.

Moving forward, we would still warn OEMs that the overall supply situation across the entire market is constrained.

In short

  • ON Semiconductor’s average lead time for Discrete semiconductors has dropped by a fortnight – now at 32 weeks
  • Lead times for Texas Instruments’ 16-bit MCUs have risen by 36%
  • Memory prices continue to be high, reports suggest Chinese authorities want to impose a cap to prevent increases
  • Availability of MCUs and DSPs remain at critical levels across all manufacturers

Read more

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