Besides automotive analog ICs which may surge, other applications are almost at the end of their inventory correction cycle.
October 27, 2023
Key Takeaways:
- Inventory levels of analog integrated circuits (ICs) are normalizing, particularly in medical and consumer electronics, with a stable range of 2.0~2.5 months.
- Despite stabilization, most clients still rely on rush orders, resulting in limited order visibility of 1 to 2 months.
- Automotive OEMs' active inventory control raises concerns about excess inventory burden, potentially leading to a rise in inventory for automotive analog ICs. This shift is influenced by OEMs cutting back orders with analog IC distributors and implementing aggressive inventory controls.
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Authors
Lucy Chen
Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.
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