Introduction: According to the Enews quoted component analysis agency, SUPPLYFRAME reports that the price of many semiconductor and electronic components is stabilizing, supply and demand is tended to be normal, and it will improve in the second half of 2023;The device is still short, and the delivery time will still be extended.In addition, according to the latest report of Andlian trade, sales of the global semiconductor market are expected to decline by about 5%this year, accounting for 80%of the consumer electronics, computers and communications industries.

As mentioned above, the latest news shows that the global electronic component demand and procurement activities in the first quarter of this year are expected to decrease by 2%month -on -month.In terms of price, 85%of semiconductor pricing dimensions will remain stable (excluding storage equipment), and the rest will become completely conducive to buyers in the second half of 2023.In terms of delivery cycle, the delivery time of certain semiconductors will still be extended, including non -passive elements such as FPGA and automotive resistors, which will continue until the second half of the year.

SUPPLYFRAME CEO and founder Steve Flagg said: "The delivery time of electronic components is still greater than historical standards. As some market demand declines, the speed of delivery time of components is faster than price,".

Source: Network

For the first quarter of 2023, according to the COMMODITITY IQ prediction of Spplyframe, the delivery time and number of goods in the global market will decrease by 8%, which is partially distributed to the source and passive components.

Although the inventory of components such as memory and small ceramic capacitors, automotive -grade microcontrollers and FPGAs are still much lower than the COMMODITY IQ inventory index baseline.Simulation integrated circuits (IC), microcontroller and separated IC (especially power MOSFET) will still be limited in the first quarter and later and cost high.

Compared with the third quarter of 2022, the global delivery time of all electronic components in the third quarter of 2023 will be greatly shortened.Commodity IQ is expected to reduce the delivery time by nearly 60%in the third quarter. Compared with 73%of the same quarter in 2022, it is expected to not increase in the third quarter.However, the extension of the delivery time of the COMMODITY IQ is expected to continue to the second half of the year, including the passive element-specific resistor such as FPGA and cars.

Although the destocking may be completed at the end of the first half of the year, IC orders, wafers, and capacity utilization rates will begin to rise, and memory prices will bottom out in the second half of this year.The company predicts that DRAM prices will begin to recover in the third quarter, and NAND prices will begin in the fourth quarter or early 2024.

On the other hand, in accordance with the seasonal trend, the global demand activities increased by 7%from the previous month in January.In Europe/Middle East/Africa, the growth was promoted by the procurement activities of Germany (44%), France (37%), Italy (32%), Israel (15%) and Britain (55%).

As of January, the crystal pipes of these countries rose significantly by 68%, microcontrollers and microprocessors rose by 34%, capacitors rose 30%, and diode rose by nearly 40%.

Commodity IQ Global Electronic Component demand forecast is weaker in the first half of 2023. It is expected to increase by only 1%compared with the fourth quarter of 2022 in the first quarter of 2023.Given the optimism and elastic macroeconomic prospects of automotive and industrial component orders, SUPPLYFRAME is expected to start to rebound in the second half of the year