搜芯易2024年第三季度综合货期预测报告

2024年第=季度综合货期预测报告预计这种困难将持续至2025年上半年，最晚StanleyMorgan分析师已警告客户，即将迎来“DRAM寒冬”，届时对HBM的过度关注将导致供过于求且无法控制。其他机构如TrendForce则认为，三星电子和SK海力士的HBM产能已预订至“尽管DRAM价格一直疲软，但预计2025年整体平均销售价格将上升。虽然不同产品的价格可能有所不同，但HBM应用范围的扩大应有助于2025年DRAM市场的稳定。”其他行业专家表示，HBM市场拥有更多“根据客户需求定制的产半导体市场趋势易失性内存器#人工智能持续推动对高带宽内存(HBM)和其他具备人工智能功能的DRA供应商紧握生产产能，确保大多数交货期保持稳定。内存器件的订单周意味着客户应密切关注交货期趋势，订货量应足够，以便在产能被预订金士顿所有产品当前的价格仍然居高不下，但将在2024年第四季度和2025年第一季度期价格技术价格技术趋势Stable–SRAM/PSRAMStable–Stable–DRAM/RLDRAMCurrentpricingishighbutwillremainstableDDRIIwillremainstableinleadtimeandprice.DDR3willseepriceincreases.DDR5isgoingupinleadtimeandprice,currentlyat20-24weeks.DDRII/DDR3/DDR5CurrentpricingishighandwillincreaseforDDR3.CurrentpricingishighandwillincreaseinQ4.CurrentpricingishighandwillincreaseinQ4.Stable–Informationsubjecttowithoutfromprovide8-10weeks20-24weeksAsynchronous8-10weeks,Synchronous12-16weeks趋势SamsungDDR4/LPDDR4SamsungKingston供应商InfinonStable–Stable–Stable–Stable–Stable–Stable–Stable–Stable–Stable–Stable–Stable–MicronMicron货期备注现货半导体市场趋势非易失性内存器件与DRAM一样，非易失性内存市场将在下个季度及来年继续涨价美光和西部数据的NAND闪存产品价格将在2024年第四季度和2025年第一季度期间技术供应商货期价格备注现货趋势趋势Stable–Stable–InfinonStable–pNORpricingwillincrease,sNORwillremainstable.MacronixStable–Stable–MicronStable–Stable–Stable–Stable–MacronixStable–Stable–Microchip4-9weeksStable–Stable–Micron20-24weeksStable–PriceiscurrentlyhighandwillincreaseinQ4.WesternDigitalStable–PriceiscurrentlyhighandwillincreaseinQ4.FRAM/NVRAMInfinon8weeksStable–Stable–STMicroelectronicsStable–Stable–MicrochipStable–Stable–Onsemi20-24weeksStable–Stable–Stable–Stable–STMicroelectronicsStable–Stable– 半导体市场趋势存储器 产品增加产能，交货期保持稳定，但随着智能手机和个人电脳等上市，预计价格将在2024年第四季度和2025年第一季度期间上涨。平均交货期为10至西部数据的eMMC、SSD和HDD产品价格将上涨。今年早些时候，西部数据报告了类似货期价格货期备注技术供应商备注技术趋势现货趋势现货4-64-6weeks2-4weeks20-24weeksStable–KingstonStable–Stable–KingstonStable–eMMCMacronixStable–Stable–MacronixStable–WesternDigitalKingstonStable–FurtherpriceincreaseWesternDigitalKingstonStable–Stable–Stable–Stable–MicronStable–FurtherMicronStable–SamsungWesternDigitalWesternDigitalStable–FurtherpriceincreaseSamsungWesternDigitalWesternDigitalStable–Stable–FurtherpriceincreaseQ4-24/1H25Stable–Stable–FurtherpriceincreaseQ4-24/1H25Stable–半导体市场趋势分立器件剩的问题仍然存在，但随着买家开始补充库存，预计2024年第四季度和2025年第一季度威世(Vishay)的整流器和TVS/保护组件产品价安世半导体(Nexperia)的双极型晶体管、TVS/保护组件件和二极管产品价格将在2024年技术技术供应商货期价格备注现货趋势趋势DiodesDiodesInc.Stable–Stable–NexperiaStable–DownPricingistrendingdownandwillcontinuethrough4Q24and1Q25.OnsemiStable–Stable–TaiwanSemiconductorStable–Stable–ToshibaStable–Stable–VishayStable–Stable–WeEnSemiconductor10-12weeksStable–Stable–半导体市场趋势分立器件技术货期价格备注供应商现货趋势趋势Bi-polarDiodesInc.Stable–Stable–Infinon24-28weeksStable–Stable–NexperiaStable–DownPricingistrendingdownandwillcontinuethrough4Q24and1Q25.OnsemiStable–Stable–STMicroelectronicsStable–Stable–TaiwanSemiconductorStable–Stable–WeEnSemiconductorStable–Stable–SmallSignalDiodesInc.Stable–Stable–NexperiaStable–Stable–OnsemiStable–Stable–Pricingistrendingdownandwillremainstablein4Q24.STMicroelectronicsStable–Stable–TaiwanSemiconductorStable–Stable–VishayStable–Stable–DiodesInc.Stable–Stable–Infinon36-48weeksStable–Stable–NexperiaStable–Stable–Onsemi20-22weeksStable–Stable–Pricingistrendingdownandwillremainstablein4Q24.STMicroelectronicsStable–Stable–TaiwanSemiconductorStable–Stable–Toshiba20-24weeksStable–Stable–VishayStable–Stable–TVS/ProtectionDiodesInc.Stable–Stable–NexperiaStable–DownPricingistrendingdownandwillcontinuethrough4Q24and1Q25.OnsemiStable–Stable–Pricingistrendingdownandwillremainstablein4Q24.STMicroelectronicsStable–DownPricingistrendingdownthrough4Q24and1Q25.TaiwanSemiconductorStable–Stable–ToshibaStable–Stable–Vishay8-14weeksStable–Stable–半导体市场趋势分立器件技术供应商货期价格备注现货趋势趋势CouplerBroadcom24-32weeksStable–Stable–Onsemi4-18weeksStable–Stable–Currentpriceistrendingdownandwillremainstable.Vishay4-12weeksStable–Stable–Infinon36-40weeksStable–Stable–Microchip8-26weeksStable–Stable–OnsemiStable–Stable–Currentpriceistrendingdownandwillremainstable.MicrochipStable–Stable–Infinon20-52weeksStable–Stable–Stable–Stable–Thyristors/Triacs/WeEnSemiconductorsStable–Stable–STMicroelectronics20-24weeksStable–Stable–RectifiesDiodesInc.Stable–Stable–STMicroelectronicsStable–Stable–TaiwanSemiconductorStable–Stable–ToshibaStable–Stable–WeEnSemiconductorsStable–Stable–OnsemiStable–Stable–Currentpriceistrendingdownandwillremainstable.Vishay8-20weeksStable–Stable–Currentpriceistrendingdownandwillremainstable.半导体市场趋势逻辑器件价格正在下降，而交货期保持稳定。这一趋势可能会持续到2024年第四季度和客户正在消化剩余的库存。市场可能会在2025年上半年开始增长。平均交货期为12至16技术供应商技术供应商货期价格备注现货趋势趋势ProgrammableAMDStable–Stable–Infinon20-24weeksStable–Stable–MicrochipStable–Stable–StandardNexperiaStable–Stable–OnsemiStable–DownPricingistrendingdownandwillcontinuethrough4Q24and1Q25.LogicICToshiba20-24weeksStable–Stable–半导体市场趋势高级模拟器件交货期和价格保持稳定，这可能是由于剩余库存仍在影响2024年第四季度并延续到2025年第一季度。技术供应商货期价格备注现货趋势趋势DataconvertersMicrochipStable–Stable–Stable–Stable–STMicroelectronicsStable–Stable–MicrochipStable–Stable–26-30weeksStable–Stable–NXPSemiconductorStable–Stable–OnsemiStable–Stable–STMicroelectronicsStable–Stable–InterfacesMicrochipStable–Stable–24-28weeksStable–Stable–NXPSemiconductor8-20weeksStable–Stable–36-52weeksStable–Stable–STMicroelectronicsStable–Stable–PowerManagementSwitchingReg.)Infinon22weeksStable–Stable–MicrochipStable–Stable–30-32weeksStable–Stable–OnsemiStable–Stable–STMicroelectronicsStable–Stable–MultimediaProducts28-30weeksStable–Stable–AnalogToshibaStable–半导体市场趋势嵌入式处理器意法半导体（STMicroelectronics）的产品交货期显着缩短。平均交货期为10至20周。技术供应商货期价格备注现货趋势趋势InfinonStable–Stable–Microchip4-8weeksStable–Stable–NXPSemiconductorStable–Stable–STMicroelectronicsDownStable–InfinonStable–Stable–Microchip4-9weeksStable–Stable–NXPSemiconductorStable–Stable–STMicroelectronicsDownStable–InfinonStable–Stable–MicrochipStable–Stable–NXPSemiconductorStable–Stable–STMicroelectronicsDownStable–MCU20-48weeksStable–Stable–半导体市场趋势光电器件技术供应商技术供应商货期价格备注现货趋势趋势Stable–Stable–BroadcomStable–Stable–8-12weeksStable–Stable–BroadcomStable–Stable–半导体市场趋势传感器 随着产能的增长，市场保持平稳，交货期也保持稳定，而价格可能会在2024年下半年有所下降意法半导体（STMicroelectronics）的加速度计、温湿度（T&H）传感器和飞行时间微芯科技（Microchip）的传感器交货期将在2024年第四季度延长。技术Pressure供应商货期价格现货趋势趋势AmphenolStable–Stable–InfinonStable–Stable–NXPSemiconductorStable–Stable–STMicroelectronics20-22weeksStable–Stable–TEConnectivityStable–Stable–TimeofFlightStable–Stable–Leadtimeswillcontinuetrendingdownthrough4Q24.Broadcom12weeksStable–Stable–Infinon13weeksStable–Stable–STMicroelectronicsDownStable–TEConnectivityStable–Stable–Position24weeksStable–Stable–ProximitysensorsbyVishay.BroadcomStable–Stable–Infinon18weeksStable–Stable–TEConnectivityStable–Stable–VishayStable–Stable–30weeksStable–Stable–半导体市场趋势传感器 技术技术供应商货期价格现货趋势趋势T&HAmphenolStable–Stable–21weeksStable–Stable–STMicroelectronicsDownStable–Leadtimeswillcontinuetrendingdownthrough4Q24.TEConnectivityStable–Stable–SensorsMicrochipStable–Leadtimeswillcontinuetrendingupthrough4Q24.24-30weeksStable–Stable–Vishay4-26weeksStable–Stable–Vishaylightsensors.AccelerometerNXPSemiconductorStable–Stable–STMicroelectronicsDownStable–Leadtimeswillcontinuetrendingdownthrough4Q24.TEConnectivityStable–Stable–ALS12weeksStable–Stable–Broadcom26-35weeksStable–Stable–SlottedInterrupters/Vishay6-10weeksDownStable–Vishayslottedinterrupterswillseeleadtimestrendingdownthrough4Q24.MEMSNXPSemiconductorStable–Stable–PEMCO市场趋势被动器#被动器件市场的交货期趋势仍保持稳定。部分领域的需求仍然存在，导致交货期延长，尤其是在最近受到恶劣天气影响的地区。供应商的价格大多保持稳定。18至40周。威世的M55342军用电阻器和钽聚合物电容器在2024年第四季度的交货期将基美/国巨（Kemet/Yageo）的多个产品交货期延长，尤其是钽聚合物电容器和铝电容三星、TDK、基美/国巨（Kemet/Yageo）和京瓷AVX的MLCC产品交货期均呈上升趋PEMCO市场趋势被动器#技术供应商货期价格备注现货趋势趋势ResistorsThick&ThinFilmBournsStable–Stable–Kemet/YageoStable–Stable–PanasonicStable–Stable–ThinFilmleadtime18-20weeks.VishayStable–Stable–ThinFilmleadtime18-40weeks.ResistorsNetworks&ArraysBournsStable–Stable–PanasonicStable–Stable–VishayStable–Stable–ResistorsTrimmers&WirewoundPanasonic35-52weeksStable–Stable–VishayStable–Stable–VishayTrimmershavealeadtimeof35-52weeks.Vishaywirewoundresistorsareupinprice,butwillremainstable.CapacitorsAluminiumKemet/Yageo20-46weeksStable–Aluminiumelectrolyticcapacitorswillremainstableat24-32weeks.Panasonic20-52weeksStable–Aluminiumpolymercapacitorswillremainstableat20-52weeks.Stable–Stable–InductorsBourns24-42weeksStable–Stable–Kemet/YageoStable–Stable–Stable–Stable–Murata8-52weeksStable–Stable–Samsung26-52weeksStable–Stable–Stable–Stable–Stable–Stable–VishayStable–Stable–PEMCO市场趋势被动器#技术供应商货期价格备注现货趋势趋势Kemet/Yageo29-46weeksStable–Stable–Pricingiscurrentlyhigh,butwillremainstablethrough4Q24.20-32weeksStable–Stable–30-52weeksStable–Stable–CapacitorsCeramicMultilayer(MLCC)Kemet/YageoStable–MLCChighCVleadtimeistrendingupwardwithStable–MLCChighCVleadtimeistrendingupwardwithMurataStable–Stable–SamsungStable–MLCChighCVleadtimeistrendingupwardwithStable–Stable–Stable–MLCChighCVleadtimeistrendingupwardwithVishayStable–Pricingforleadedceramicsishighandtrendingupwardover4Q24.CapacitorsTantalumStandard/LowESRKemet/YageoStable–Stable–Stable–Stable–VishayStable–Stable–CapacitorsTantalumPolymerKemet/YageoStable–14-26weeksStable–VishayStable–MilitaryCeramics(M123,M49470,leaded)Kemet/YageoStable–Stable–Stable–Stable–VishayStable–Stable–MilitaryTantalums(M39003,M9006,CWR)Kemet/YageoStable–Stable–Stable–Stable–VishayStable–Stable–MilitaryResistors(M55342)Vishay46-71weeksStable–PEMCO市场趋势连接器 定PEMCO市场趋势连接器 技术供应商货期价格备注现货趋势趋势BackplaneAmphenolStable–Stable–Stable–Stable–MolexStable–Stable–TEConnectivityStable–Stable–CircularAmphenolStable–Stable–Stable–Stable–Glenair2-4weeksStable–Stable–Stable–Stable–Stable–Stable–TEConnectivityStable–Stable–AmphenolStable–Stable–Glenair2-4weeksStable–Stable–20-26weeksStable–Stable–TEConnectivityStable–Stable–I/OAmphenolStable–Stable–MolexStable–Stable–TEConnectivityStable–Stable–AmphenolStable–Stable–MolexStable–Stable–SamtecStable–Stable–TEConnectivityStable–Stable–TerminalBlockAmphenolStable–Stable–MolexStable–Stable–TEConnectivityStable–Stable–PEMCO市场趋势连接器 技术供应商货期价格备注现货趋势趋势DiscreteHousingAmphenolStable–Stable–MolexStable–Stable–Samtec4-8weeksStable–Stable–TEConnectivityStable–Stable–AmphenolStable–Stable–Stable–Stable–MolexStable