On February 3, 2023, it was reported that although some IC supply chain bottlenecks have improved, the supply shortage and long delivery time will continue until 2023. In particular, the shortage of cars will be widespread. The average research and development cycle of the sensor is more than 30 weeks; Supply can only be obtained on the basis of distribution, and there is no sign of improvement. However, as the lead time of MOSFETs decreases, there are also some positive changes.

The prices of discrete devices, power modules and low-voltage MOSFETs are slowly stabilizing. The market price of common parts began to decline and stabilized. Silicon carbide semiconductors that need to be allocated before become more and more accessible, so it is predicted that the demand of Q12023 will be eased. On the other hand, the pricing of power module is still relatively high.

The growth of global new energy automobile enterprises has led to an increase in the demand for rectifier (Schottky ESD), while the supply is still low. The supply of power management ICs such as LDO, AC/DC and DC/DC converters is improving. The delivery period is now between 18 and 20 weeks, but the supply of auto related parts is still tight.