At the beginning of this year, automotive electronics chip leader Enzhipu opened this year's global microcontroller chip to raise the front gun, announced that the previous quarter will start to increase the full range of its products, including MCU up 6%, the market is expected to be out of stock for a full year.
Since the last (2017) years, the delivery time of MCU products has been extended from four months to six months, and that of MCU plants in Japan has been extended for a rare period of nine months. According to Taiwan media reports,ST Microelectronics MCU lack of improvement in the first half of the year reported a sharp increase in demand for automotive electronics in the second half of last year, resulting in a serious shortage of products. Other companies such as Deyi, Risa, Enzipu and other IDM plants also experienced the same situation. The delivery date was delayed for 3 months to half a year. Many downstream customers transferred to Taiwan plant, new Tang and other benefits.
ST Microelectronics MCU lack of improvement in the first half of the year short of products including eight MCU,Cortex M0/M3/M4 and other extended delivery period, until the first quarter of this year, the situation has not improved, the industry is not expected to improve in the first half of this year. In addition, Taiwanese media said Apple's new iPhone in 2018 will be fully imported into 3D sensing, and that the number of ST Microelectronics MCU lack of improvement in the first half of the year suppliers and IDM plants will continue to squeeze out of MCU capacity.
According to the market semiconductor intelligence, most of the global electronics manufacturing industry was booming last year, and even Japanese semiconductor factories have seen no growth for years, driving up sales of electronic components such as IC chips. Global automotive electronics, Internet of things applications continue to erupt and continue to grow, silicon wafer factory capacity full capacity, 2018 global MCU market will continue to face a supply shortage for a whole year.
Liu Qing, a senior analyst at IHS Markit, said that some manufacturers and upstream Fabs (manufacturing plants) had begun to increase their product supply capacity in the second half of 2017, but this would still take two or three quarters to fully release these new capacity. It is therefore expected that the tight supply situation will continue into the first half of 2018.