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The changing cycle of the semiconductor industry has caused varying demand for different components over time. Reflecting on last year’s hot-searched components, automotive and power components dominated, indicating a supply shortage in car chips at that time. Now, as the cycle progresses, demand is shifting, and so are the trending components.
Two ADI Isolated Transceivers
As a crucial part of intelligent industrial production lines, interface components have long captured our attention. The currently popular ADI RS-485 interface chip ADM2587EBRWZ has gained significant traction since the beginning of the year, with weekly search volumes reaching over 3,800 by the end of April, surpassing previous peak levels. This dropped to around 2,500 in early May, still above the usual weekly average. Prices have seen a slight increase, and inventory has decreased over the past two months, reflecting high real demand.
Another popular ADI RS-485 interface chip is the ADM2582EBRWZ, which saw its peak search volume at around 1,500 at the end of April. Its weekly search volume fluctuated around 1,000, with the peak not significantly higher than usual, unlike the ADM2587E. Prices remained stable around 24 yuan, and inventory levels have been relatively stable over the past two months. Overall, the demand for this component is not as strong as the ADM2587E.
Additionally, several other ADI components have seen high popularity recently, such as the digital isolators ADUM1201ARZ and ADUM1411ARWZ, RF transceiver AD9361BBCZ, instrumentation amplifier AD623ARZ, and digital-to-analog converter AD7616BSTZ. ADI components are quite strong in high-end applications and are hard to replace at this stage. Therefore, it’s understandable that their popularity increases quickly once there is market demand.
Three ADI and ST Accelerometers
Recently, some accelerometers have gained popularity, including those from ADI. The ADXL355BEZ has seen high demand, recommended by ADI for new designs, with an operating temperature range of -40 to 125 degrees and digital output. Its weekly search volume exceeded 2,000 by the end of April, with a strong rebound after the holiday, reaching over 1,600 in the last week. Prices have risen to around 350 yuan, significantly higher than before, and inventory has notably decreased between April and May. Overall, this component currently has strong demand.
In addition to ADI, ST has two accelerometers with high demand recently, though at different price levels compared to ADI’s. The LIS3DHTR saw a significant increase in popularity between April and May, with search volumes exceeding 2,500, a level never reached before. Prices have increased recently, and inventory has been decreasing continuously since April, indicating strong demand.
The LIS2DW12TR did not see such a significant increase in search volumes, with a drop in May, though prices have also increased, and inventory levels are generally lower than before. Overall, its demand is not as strong as the other ST component. Accelerometers are core components of Inertial Measurement Units (IMUs), currently popular in applications like smart car navigation modules and drones. These expanding markets are driving more demand for accelerometers.
DSPIC30F2010-30I/SP
This Microchip brand RISC architecture 16-bit Digital Signal Processor (DSP) is suitable for motor control, power management, and signal processing applications. It has seen high demand since March, with a slight dip in April, then rising again in May, with search volumes significantly higher than before. Prices have increased compared to March, and inventory has been steadily released since March, reaching higher levels in May, indicating strong demand.
EFM8BB21F16G-C-QFN20R
This Silicon Labs Busy Bee series 8-bit MCU can be used in consumer electronics, motor control, medical, and lighting applications. Its search volume surged in April, decreasing slightly in May but still far above previous levels. Prices remain stable at over 4 yuan, but inventory has dropped from six-digit levels in March to five-digit levels currently. The significant inverse trend between search volume and inventory indicates strong demand for this component.
BD37033FV-ME2
This is Rohm’s audio DSP with AEC-Q100 automotive certification, used in car audio systems, small audio systems, micro audio systems, and televisions. Its search volume peaked in April, with prices significantly rising recently. Combined with a substantial drop in inventory since April, this indicates strong current demand. The drive for smarter automotive experiences is likely contributing to the increased demand for such audio chips.
TLV320AIC23BIPWR
Another highly popular audio component is TI’s TLV320AIC23BIPWR. Its weekly search volume recently surged, reaching nearly 1,000 searches. The peak search day was May 17, with over 500 searches, and another high-search day was May 15, with over 200 searches. This suggests urgent demand for this component. It is currently discontinued, which is likely contributing to the increased demand.
FD6288Q
This Toshiba brand photocoupler can be used in industrial inverters, air conditioner inverters, MOSFET gate drivers, IGBT gate drivers, induction cookers, and home appliances. According to official information, it is ideal for driving low to medium capacity IGBTs and power MOSFETs.
The FD6288Q search volume significantly increased in April and slightly decreased in May. Prices have decreased compared to before, while inventory saw a significant drop in April, followed by an increase in May. The inverse trend between search volume and inventory indicates strong demand, though not enough to support a price increase.
FT601Q-B-T
This USB-to-FIFO interface bridge chip from British semiconductor manufacturer FTDI can be used in various USB 3.0 interface devices. Its search volume has surged significantly since May, even during holidays, indicating urgent demand. Inventory fluctuated significantly over the past two months, with a substantial drop in April and a continued low level in May, reflecting strong demand.
RTL8211E-VB-CG
Another rapidly rising component is Realtek’s Ethernet transceiver RTL8211E-VB-CG. Its weekly search volume was around 1,000 previously, recently rising to 3,000. Prices have steadily increased over the past two months, and inventory has fluctuated, currently at low levels. Overall, this component has strong current demand, supporting price increases and indicating robust real demand.
Conclusion
Compared to last year’s trend of automotive components, the current hot-searched components are more diverse but still follow certain patterns. The new batch of popular components includes a significant proportion of interface, coupler, and sensor components, catering to the demands of industrial upgrades, automotive intelligence, and drones. Some components have maintained their popularity since early this year.
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