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Last Updated 6/28/2022

Despite rising demand, numerous component shortages are leading to tight supply, extended lead times and increased pricing on a wide range of products. With no end in sight, competition amongst manufacturers for these products is expected to worsen.

The Industry Insider will help you stay ahead of shortages and market trends before they affect production.

For more market intelligence, check out our quarterly manufacturer update page here  

MFRS MARKET TREND AFFECTED COMMODITIES
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Inert gas prices are expected to increase due to the ongoing conflict between Russia and Ukraine. Combined, the two countries account for 30% of the semiconductor industry’s neon gas supply, which is necessary for chip manufacturing.

South Korea, where Samsung’s main operations sit, is anticipated to feel the first wave of immediate impact due to its reliance on gas imports from Russia and Ukraine. Already, rumored contract prices have increased fivefold since Russia invaded Ukraine in May.

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Microchip Technology

Microchip lead times have extended beyond one year due to raw material shortages affecting production output. All new orders have a 2023 estimated time of arrival. Microchip’s microcontroller and USB Hub controller series are among products experiencing longer lead times.

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Samsung Electronics

Reports indicate Samsung is temporarily halting procurement orders. The manufacturer is also requesting suppliers delay/reduce shipments of components and parts over the next few weeks due to global inflation concerns.

Chips, electronics parts and final product packages are among areas affected by postponed orders.

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Silicon Labs / Skyworks

Silicon Labs transferred 40% of its business to Skyworks. This is not expected to affect production as Skyworks maintains the same production line as Silicon Labs. However, the Silicon parts/labels will change to Skyworks branding.

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Aluminum electrolytic capacitor demand increased in tandem with the heightened market demand for consumer electronics.

These capacitors are used for the following for power supply and DC-DC conversion, which smooths and buffers rectified DC voltages:

  • Computers
  • Laptops
  • Mobile devices
  • Smart wearable
  • Television sets
  • Refrigerators
  • Cell phones
  • Home appliances

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NXP

Shortages are expected for industrial application series MK/MC, particularly MKxxxx and MCIMX27xxxx. SPCxxx MCU allocation is mostly dedicated to NXP’s overseas customers.

Additionally, NXP is expected to increase all product prices by 15% in early July. Bookings are backlogged to 2023 and industrial series lead times are between 52 and 78 weeks.

Shortages have also worsened across NXP’s automotive sector, with the BUKxxxx and PSMN series MOSFETs affected.

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Analog Devices / Linear 

Maxim and ADI will officially merge in August. 

Industry area lead times are currently extended between 40 to 50 weeks. DS3234xxxx is experiencing severe shortages.  

Lead times are expanding for ADUMxxxx, with price increases expected to reach a new high in the market. 

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Nvidia

System integration is currently underway for Nvidia. This process has resulted in extended lead times and the removal of distributor rebates. 

GPU

Molex

Certain Molex products have been impacted by a Toray Industries Inc. resin quality issue. Read Molex’s announcement to customers here.

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Diode and MCU makers have ramped up electric vehicle (EV) production.

STMicroelectronics, Infineon, onsemi, Renesas, Rohm and NXP are among manufacturers that have increased automotive production capacity to meet heightened demand.

Manufacturing plants are facing shortages for IC components, with lead times between 52 – 58 weeks for DIN rail industrial PC series. 

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Intel Corporation

Lack of capacity and raw materials shortages are impacting Q3/Q4 backlog, which is under 15% compared to the quantity ordered. Due to lack of silicon availability, Intel is cutting back forecasts for the rest of 2022.

Q3/Q4 allocation of 5M/10M series is expected to worsen.

Delivery delays are heavily impacting lead times with certain parts are stretched to 2026/2027. 

The following SSD series will be EOL in Q3 2022 

  • S4510
  • S4610
  • P4510
  • P4610

Additionally, Intel is reportedly pushing the release of its Sapphire Rapids CPU to Q2 2023. The Emerald Rapids series, which is the next series after Sapphire, is still on track to roll out in 2023. This may cause shortages for Cascade Lake (R) and Ice Lake with customers forced to use these series longer.

CPU

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Finished Products

Micron Technology, Inc.

Micron is expected to discontinue its 9300 Max series SSD. This discontinuation is a result of the shortage of components needed for the series. The last shipment will be in mid-2022.

Other manufacturer SSDs equivalent to this Micron series are the Intel P4610 and Samsung PM1725b, which have also been affected by shortages.

Regional policy restrictions due to COVID-19 in Shanghai are affecting Micron’s NOR flash products—making supply output highly unpredictable. Its MT25QLxxx and MT25QUxxx products with the suffix SF, SE and E12 are especially impacted as demand remains high amid the uncertainty customers face.

NAND/Nor Flash delivery has been pushed to 2024, partially due to increased demand for Micron memory products.

Series MT25 and MT28 are critically short, with no improvements despite Shanghai facilities resuming production. 

NAND Flash

SSD

NOR Flash

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Lattice Semiconductor

FPGA customers are unable to ensure continuity of supply from Xilinx and Intel. As a  viable, alternate option with a more favorable allocation time (one year), Lattice has received an uptick in demand.

However, due to a sudden influx for its CPLD and FPGA families, lead times are quickly surpassing one year and little allocation remains for Q2/Q3.

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STMicroelectronics

STMicro’s automotive part prices have continuously increased under manufacturing capacity strain. Parts affected include performance MCUs (SPCxxx) and gate driver/power switches (VNxxxx).

STMicro is prioritizing its medical and automotive tier one customers. Lead time has extended beyond 80 weeks.

Additional price increases are anticipated across STMicro’s STM32 and STM8 series effective from May onward. STM32 will increase by 15%, while STM8 will increase by 25%.

Power MOSFET lead times have increased to 52 weeks. Capacity issues have caused VN series lead times to stretch beyond two years.

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TE Connectivity

TE Connectivity is expected to increase pricing across all products effective from July 4, onward.

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Overall, lead times have remained high due to a constant string of supply chain setbacks, such as raw material, workforce and semiconductor equipment shortages. As a result, 40% of companies saw their LTs rise.

TI, Infineon and onsemi continue to struggle with manufacturing capacity as some deliveries are delayed as much as 60 weeks or cancelled altogether. 

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SSD controllers are in severe shortage with low availability. SSD allocations are only available for September, partially due to NOR Flash shortages which caused lead times to stretch to 72 weeks. In response to diminished supply, all major SSD brands have increased pricing by 6-13% at the beginning of Q2.

SSD

Samsung Electronics

Supply of Samsung’s SATA SSDs is expected to worsen. This will especially impact small-capacity products.

To keep up with demand for QD LED and OLED display production, Samsung is shifting attention away from LCD lines six months earlier than expected. LCD manufacturing will cease by the end of June 2022.

SSD

Finished Products

Nichicon Corporation

Lead times for Nichicon’s electrolytic capacitors, used primarily in automotive applications, are 50-60 weeks due to insufficient production capacity.

The following case sizes are especially constrained:

  • 3mm aluminum electrolytic capacitor
  • 7mm aluminum electrolytic capacitor
  • 10mm aluminum electrolytic capacitor

Additional product lead times have extended beyond two years (110 weeks).

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Oscillator shortages are affecting the networking and data space. Texas Instruments and Renesas are among manufacturers experiencing constraints due to supply shortages.

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Finisar Corporation

Finisar, which manufactures optical communication components/subsystems, has had difficulty procuring raw materials for production, in particular, EEPROM programmable memory. This has impacted transceiver production. 

The manufacturer has no current plans to expand production—improvements aren’t expected until after 2022. 

Finished Products

Panasonic Corporation

As demand across automotive and service industries has risen, capacitor and resistor supply has tightened. The affected series include capacitors with prefixes EEH and EEE, as well as resistors with the prefix ERJ.

The average lead time is 50 weeks.

Panasonic is also impacted by the ongoing shortage of electrolytic capacitors. Increased prices and shortages of metals necessary for production of these parts are a likely factor in production setbacks.

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Texas Instruments

TI is shifting production capacity from lower-valued products (diodes/MOSFETs) to higher valued items (TPSxxx).

Pricing for TI’s automotive portfolio is expected to continue rising as their limited production capacity struggles to meet increasing demand from end customers.

The TMS-xxx series is expected to increase in price in Q3 2022.

Increased demand and pricing have caused TI distributors to push out LMZ series allocation to the end of this year or early 2023.  

TI’s current backlog is unstable, with some parts delivered all at once while others are delayed until 2023.

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Infineon Technologies

Infineon shifted its primary production focus to automotive series, which has had a domino effect on its other product groups. The S25 and S29 series are among the most affected with lead times extending beyond two years (130+ weeks).

Additionally, Infineon’s TLE and TLF automotive series lead times have stretched beyond 40 weeks. Similarly, the IFXxxx series, which is used for automotive, appliance, TV, game console and network router application, is up to a 30-week lead time window.

 

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Diodes Incorporated

Diodes Incorporated’s MOSFET series have been highly requested due to the volume of demand in the automotive sector.

The following MOSFET series are impacted:

  • DMGxx
  • DMNxxx
  • DMPxxx
  • DMCxxx

Lead times are 74-104 weeks with most series on full allocation. Power MOSFET lead times are currently stretched to 100+ weeks.

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Microchip Technology

STMicroelectronics

NXP

EEPROM production has been strained globally by limited operations at factories due to COVID-19, workforce shortages, demand upside, and insufficient output.

Lead times have extended to 52 weeks and end customers are anticipating supply gaps.

IC

onsemi

The onsemi NTD series is critically short, with zero allocation released from the factory.

Additionally, onsemi’s NCP series (PMIC) is critically short due to low production of an outsourced transistor that is scheduled for obsolescence.


In response, onsemi intends to self-manufacture the part, but production is not anticipated to begin until 2022 Q3. This leaves a large supply gap between Q2 and Q3.


onsemi's FDN series MOSFETs are also critically constrained as demand exceeds output capacity. Customers are unlikely to receive allocation until 2023.


onsemi’s small size SOT packages are also critically short with 90-week lead times.


onsemi’s customers have received notice of de-commitments following a 63% reduction to its production across various lines.

Additionally, the T6 MOSFETs are expected to be critically short, which includes the following prefixes:

  • NVM
  • NVT
  • FDB

Power MOSFET lead times are currently extended to 52 weeks.

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Broadcom Inc.

Broadcom announced a 20% increase on its BCM5xxx. This increase is due to higher wafer costs and insufficient supply.

The supply issues are also impacting Broadcom’s delivery times for Ethernet cards and controllers. Previously, Jan./Feb. deliveries have been pushed to Q2 or Q3.

Following an end-of-life notice, Gen3 controllers in particular are delayed to 2024 due to shortages of parts needed for builds. Their initial delivery timeframe was 2022.

The lead time for Broadcom’s Raid card is reportedly extended beyond a year.

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Finished Products

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