In the first half of the year, the price of Infineon's 32-bit automotive MCUs was greatly increased, and no one cared about the high price. Now it is constantly giving way to price cuts, and the market demand rarely responds. The former "chasing up and down" no longer exists.

SAK-TC233LP-32F200N AC, the quotation in June and July dropped from about 2,500 yuan to about 1,500 yuan, and is now 1,000 yuan, with almost no transactions. According to the price trend of third-party trading platforms, the price of SAK-TC233LP-32F200N AC dropped from 800 yuan in September last year to 350 yuan from January to April this year, and then soared to more than 2,000 yuan in June. Continue to drop below 1,000 yuan, around 800 yuan.

SAK-TC234LP-32F200N AC, the quotation on January 20 this year was as high as 3150 yuan, and by the end of September it had dropped to 980 yuan. Third-party data shows that it has risen from around 2,700 yuan in August last year to more than 4,000 yuan from April to June this year, and has since dropped to around 2,600 yuan at the end of September.

SAK-TC275T-64F200N DC, from about 1,500 yuan in September last year, dropped to about 450 yuan from January to April this year, and then soared to more than 2,000 yuan in June this year, and then returned to about 1,500 yuan from July to September. .

The price reduction of the above representative models is not fast, and even just dropped to the same high price as last year. This phenomenon is described by friends in the market as "the last stubbornness before the substantial price reduction".

In addition, the SAK-TC277TP-64F200N DC we reported in April this year, the price of dozens of pieces has been fried to three or four thousand, and now the price has dropped to 1500 yuan or lower, while the SAK-TC265D-40F200W BB/BC It has risen to more than 6,000 yuan, and the quotation in August has reached about 2,800 yuan. Whether it is high price or low price, they are difficult to be traded, and they are losing ground in the spot market.

Many Infineon's 32-bit automotive MCUs are cutting prices. Their prices peaked in the first half of the year, and their normal prices are no more than 100 yuan. Although the current price is still more than 10 times the normal price and the water level is on the high side, the quotation record stayed a month or two ago, the actual transaction price is unknown, and with few transactions, the price is expected to drop in the next few months.

The shortage of most SAK MCUs has eased, but the prices of a few models are still rising. For example, the recently popular Infineon SAK-TC387QP-160F300S AE was quoted at more than 3,000 yuan at the beginning of the month, and the SAL-TC299TP-128F300N BC was also quoted at more than 3,000 yuan last week. , less stock.

Infineon's TriCore™ microcontroller product family is used in automotive chassis/safety, powertrain, advanced assisted driving/autonomous driving and other fields. The target applications of the above representative models are automotive chassis and safety and power.