Collecting micronet news, which chip is the most expensive on a PCB? Different end customers may have different answers. The answer given by Jingke Yulon is that the most expensive thing for customers is not the core chips such as CPU, FPGA or ASIC, but the most missing material, and the material that has been bought too much, "the shortage and excess material will increase. The comprehensive cost of customers results in direct or indirect losses that cannot be ignored.” This round of chip shortages is an unconventional event, and it has a profound impact on the entire chip industry. The semiconductor industry chain also needs a stronger ability to resist fluctuations.
How to deal with the lack of core tide
According to the component market report updated at the end of October this year, in MCU/MPU/automotive chips and other categories of chips, the delivery cycle still shows a trend of extension, and the prices of some products have begun to stabilize, most of which are still rising or need to be adjusted according to the market. It shows that the supply and demand of the overall MCU and automotive chips still have a trend of further adjustment. In the categories of analog chips and RF/wireless chips, the delivery time and price of most products continue to increase. Signal chain chips, automotive analog and power devices, and some WiFi and Bluetooth chips are still the hardest hit areas.
At present, the state of chip shortage can still be seen in the first half of next year, "but we have also noticed that some excessive orders, high inventory levels and uneven sets exist in the industry, so there will be market uncertainty next year. It is still relatively large. From the fourth quarter, compared with the first half of the year, the state of being overly nervous about out-of-stocks will be greatly reduced, and customers will begin to place orders rationally, and gradually return to arranging shipments according to their own market needs and production plans.”
The impact of the supply chain imbalance and core shortage caused by the epidemic on the entire industry is obvious. The epidemic has made end customers start to think deeply about whether they should spend their own financial and material resources to stock up when preparing chip inventories, or can they obtain guaranteed supply chain security at the least cost. "If you can meet the customer's real demand for supply chain security, share his risks and solve his concerns, then they don't have to stock up on their own, which is why many customers ultimately choose to cooperate with Jingke Yulon.
