According to reports, most general-purpose analog chips have experienced a "highlight moment" last year, including TI, ADI, Maxim (later acquired by ADI), Infineon and other analog chip manufacturers. The most notable is TI's analog chips. As the number one hot item in the demand market, the market price has skyrocketed, which is comparable to the hot market of ST MCU's continuous price increase.

During the panic last year, the market price of TI was pushed up step by step, and the market kept a close eye on the price. If the price was slightly lower, it would be quickly won, and the cost for end customers to purchase chips at high prices was also increasing. The shortage of many chips in TI has spawned the gray business of writing plug-in software to help rob chips. However, in September last year, advertisements for robbing chips began to appear, such as "seckill software production" and "real-time monitoring system supports a refresh rate of 0.05". Some sellers offered an annual price of 68,000 yuan. The price and quality of TI's official website are still attractive to many people. At that time, buying a snap-up software catered to a part of the long-term, large-scale purchase demand market.

Nowadays, the chips on the official website of TI, an analog chip manufacturer, are like out-of-date Internet celebrities. The demand is not as good as before, and the business of chip rush software is bleak. I heard that the original TI factory also opened a green channel for customers on the official website.

The performance of the entire analog chip spot market has also experienced a "roller coaster", from a shortage to an oversupply.

From the end of 2020 to 2021, the shutdown of the epidemic caused the chip delivery time to be extended to half a year or even 50 weeks or 54 weeks, while only 52 weeks in a year. For example, at the beginning of last year, the changes in the delivery time of Meixin were more obvious, and many of them were extended from 8-10 weeks to 20 weeks, which brought a certain degree of shortage. The shortage of wafers and the repeated epidemics, Infineon's conventional materials are out of stock, and the limelight of price increases and prolonged delivery times has intensified.

Delivery is difficult, so that the quotations of ADI, Maxim, TI and other materials have increased by 20%-30% in the spot market, and the price of individual models has doubled. The low-priced materials have fallen into the "core" shortage. What's more, even at a high price, it can't be bought. The price increase covers more and more models, and the market is unprecedentedly hot. Coupled with the downward shift of upstream costs in the industrial chain, chip manufacturers are under pressure to adjust prices, giving the spot market an additional reason to increase prices.

Now that the cold winter of consumer electronics demand is coming and the market is down, once these high-premium analog chips return to their normal prices, the magnitude will be more obvious.

Such phenomena abound, especially for models with high popularity and high circulation on the market. For example, TI's LM358, which once rose to 1 yuan, is now back to one or two cents; TPS51200DRCR, which once reached sixty or seventy yuan, is now three yuan. The agent source of ADI interface isolation IC (such as ADMx, ADUMx) is pushed to the market, and the price has plunged...

ADI’s market share is second only to TI. In June this year, its market demand has decreased significantly. The price of general-purpose chips has dropped significantly, and there are few orders. It used to be a rush to buy, but now it is a wait-and-see, price comparison, and downstream terminals all hope to use lower Get the chips you need.