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Num：63
See：1807
2021-04
07
The IC delivery time below Q2 is expected to be extended by another 8-12 weeks?
By the end of March, the upstream supply chain news said that the delivery period of MCU, power management IC, analog IC, MOSFET, wireless communication IC, NAND master control IC and other categories was generally extended by 8-12 weeks.

Previously, the chip master has reported that semiconductor categories, the supply chain delivery period of the longest several categories in turn is: MCU (general class) > power IC (management & conversion class) ≥ power device (high voltage MOS&IGBT) > panel driver IC (OLED) > NAND master control IC.

Realtek, one of China Netcom's largest chip manufacturers, recently informed customers that due to the shortage of upstream production capacity and imbalance between supply and demand, some of Realtek's network communication chips will not be able to arrange the delivery date in the future. It is expected to notify the delivery time and quantity within 12 weeks of shipment.

Previously, the longest delivery period of this part of the product has reached 32 weeks, 12 weeks longer than the highest Q1. At the same time, Raytek intends to retain the flexibility and the right to modify the delivery schedule because of the possibility of changes in the capacity of the foundry and the sealing and testing plants.
Broadcom CEO announces full order book


Broadcom, the global leader in the sector, has seen its ICs stretch to 36 weeks without orders, and its CEO admitted in early March that 90% of Broadcom's capacity for 2021 has already been booked, compared with about 25% in a normal year, despite an increase in contract manufacturing capacity.

Serious global chip supply tight, including TSMC and umc, the world's advanced, semiconductor manufacturing, smic, huahong semiconductor, major foundries and stmicroelectronics, infineon, TI, ST broadcom, semiconductor manufacturing, such as samsung, renesas are facing IDM factory capacity shortage problem, shortage situation has from vehicle to expand to the PC, server, smart phone, consumer electronics and other fields.

Since March, TSMC, UMC and other foundries have adjusted the casting priorities of different categories for several times in order to avoid the interruption of the electronic supply chain caused by the shortage of goods. However, under the condition that the capacity utilization rate exceeds 100%, it is now determined that no explicit adjustment can be made for all the capacity.
 
Source: Business Times


According to the information from the complete machine factory and EMS, the chip delivery time at the end of the first quarter has been extended by 8 to 12 weeks on the basis of the beginning of the year, resulting in the continuous delay or even shutdown of the delivery time of terminal products.

Among them, MCU supply gap is the largest, the general delivery period has been extended to 24-52 weeks, as for power management and analog IC, MOSFET and power devices, the longest delivery period is also more than 40 weeks, recently wireless network chip delivery period began to be extended to 20-36 weeks.
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