Automotive, Netcom and storage industries are most in short supply of chips

Automotive Industry:From the original factory shutdown caused by the cold wave in Texas to the recent fire in Renesas, it is very difficult for large automobile chip manufacturers this year. 66% of Renesas's production capacity is automotive chips, which also leads to the soaring of auto chips of Renesas, NXP and Ti again. In addition, the affected factory is also the OEM of AKM. At present, AKM OEM is not affected, but AKM inquiry has also increased due to the fire.

Netcom industry:The chip gap exceeded expectations. The delivery period of Broadcom has been extended to more than 50 weeks, and some of its chips have been more than one year. With the extension of the delivery period of Broadcom, a large number of orders have been transferred to MediaTek, Ruiyu, Liji, etc. at present, the delivery period of MediaTek and Ruiyu has also been extended to 20-30 weeks.

Storage industry:The market is still crazy. Samsung's shortage and price rise are the highest. The delivery date of some products of micron and Winbond has exceeded 22 weeks, and DDR3 2GB is still the most scarce material.

At present, the popular chips in these three industries are almost in 0 inventory status on DigiKey, MAOZe, Fuchang and other websites:

Passive components are still rising

Security chip increased by more than 40

Although the added value of security chips is not high compared with vehicle and mobile phone chips, it is also difficult to escape the impact of "lack of core", especially affected by the shortage of storage chips and main control chips.

At present, the delivery cycle of security products has been generally extended by about half a month, the delivery period of some products has been extended to nine months, and the security camera has increased by about 40%.Many security enterprises are looking for new chip manufacturers. It is predicted that the shortage of security chips will continue in the short term, which is also a market field worthy of attention.