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Continuous shortage of supply in the automotive chip market, with some major manufacturers planning price increases

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2023-01-12 14:58

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According to reports, the recent supply of automotive chips such as MCUs and some power semiconductors has continued to be short-term, with delivery times constantly extending. Some major manufacturers have launched price increase plans. In terms of the dynamics of major manufacturers, the shortage of automotive materials by Texas Instruments in December remains the main theme, such as the high popularity and high prices of serializer/deserializer chips used in automotive ADAS; ST vehicle grade MCU and F4 series MCU are currently relatively scarce, such as STM32F429ZET6, SPC560B50L3B4E0X, etc; Enzipu's automotive and industrial products are still out of stock, and there are reports that NXP will experience a new round of price increases, with a range of about 15%. In addition, some power semiconductor products such as Ansemy and Infineon car specification MOS are in short supply, and prices continue to be high. Previously, a survey by US chip supplier Sourcengine found that as of November 2022, the delivery time for power semiconductors had been extended from 31 to 51 weeks at the end of May to 39 to 64 weeks.
At present, the domestic supply rate of automotive chips is less than 10%, and against the backdrop of both quantity and price increases, domestic automotive chip manufacturers have broad domestic substitution space.
Jiejie Microelectronics (300623) Company is a leading domestic enterprise in high-quality power semiconductor device IDM and thyristor. The company has launched vehicle grade SGT MOSFETs devices, strictly following the IATF 16949 quality management system and AEC-Q101 reliability verification standards. Some products have been implemented for automotive use in new energy vehicles, such as the field of small motors in automobiles, wireless charging in vehicles, and electronic electric drive in automobiles.
The automotive electronic MCU products of Guoxin Technology (688262) mainly include three application directions: vehicle safety MCU chips, automotive electronic body and gateway control MCU chips, and engine powertrain control chips.

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