MARKET CONDITIONS REPORT - Future...

MARKET CONDITIONS REPORT

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ANALOG

Technology Manufacturer

Forward Looking Trend

Comments Current Lead-time

Trend

Sensors

AMS 12-38 Increasing

Varies by product: Increasing lead-time on: CMOSIS image sensors: 22-38 wks (CMVxxx); Position, Temperature: 22-24 wks; Smart

Lighting (AS72xx) 16-18 wks. Stable lead-time on TAOS products (TSL, TMD, TCS) 16 wks and Cambridge CMOS (CCS801, CCS811) 12-14 wks

Bosch 12-14 Stable Factory lead time TO BUILD product (Bosch Germany) is 12 wks. This does not include transit time when parts are

shipped from Germany to North America Diodes Inc 8-10 Stable

Infineon 16-26 Increasing *Leadtimes anticipated to increase by an average of 2-4 wks through year end

Current, Position, Speed: 16-26 wks / 24gHz Radar: 26 wks / Pressure (DPSxxx): 14 wks

Melexis 16-30 Increasing

Varies by product: Optical sensors: 18 wks / Current and Position: 30 wks

Latch & Switch: 24 wks / Pressure Sensors: 28 wks Speed & Temperature (FIR): 20 wks

/ Hardware& Tools: 4-6 wks NXP

(Freescale) 8-16 Increasing Increasing lead-time on accelerometers and pressure/TPMS to 16 wks. Balance of sensors stable at 8 wks On Semi 18-24 Stable includes image sensors (Aptina, Python, Trusense) and temp sensors

Panasonic 12-14 Stable Includes PIR motion sensors (EKMB, EKMC series),

GridEye (AMG88** series) and pressure (ADP*)

Rohm 12-20 Stable

Varies by product: Kionix: Accelerometers 18-20 wks

Rohm: Hall Effect & Temp 10-12 wks / ALS 12-14 wks

ST Micro 14-20 Stable MEMS sensors consistent at 16-20 wks / Temperature sensors remain stable at 14-16 wks

Time of Flight sensor (Imaging division): 14 wks

TE Sensors 8-20 Increasing

**Increasing lead-time on certain pressure sensors** 6-8 wks on certain temp / pressure, vibration sensors / 8-10 wks on certain force, humidity, pressure, temp sensors /

10-12 wks on certain temp, position, pressure sensors / 12-14 wks on certain pressure and temp sensors.

Vishay 14-18 Stable Digital sensor portfolio (VCNL, VEML prefix) running between 14 - 18 wks

ANALOG


Forward Looking Trend Comments Current

Lead-time Trend

Mixed Signal Amplifiers and Comparators

Intersil 8-10 Stable Microchip 8-10 Stable

Exar 10-12 Stable Exar was purchased by Maxlinear and has obsoleted many parts.

On Semi 12-24+ Increasing Some families 20+ weeks ST Micro 12-24+ Increasing Some families 20+ weeks

Timing

IDT 8-10 Stable Microchip 8-10 Stable Microsemi 10-12 Stable OnSemi 12-20+ Stable Some families 20+ weeks

Pericom 8-10

Stable Pericom has been purchased by Diodes Inc. Currently, there are no imminent changes to pricing and lead times

Standard Analog ST Micro 10-12 Increasing D2Pak lead times 25-35 weeks

Diodes Inc 6-8 Stable Increasing lead times now extending out to 16 weeks

On Semi 20+ Increasing Most families now 20+ weeks

Interface

Exar 10-12 Stable Exar was purchased by Maxlinear and has obsoleted many parts.

NXP 10-12 Stable Maxim 8-10 Stable

FDTI 14-16 Stable FTDI has improved on lead time and delivery, but certain parts are still pushed out.

Alternating Current/ Direct

Currect & Direct Current / Direct Current

Converters

Intersil 8-10 Stable

ST Micro 12-15+ Increasing Automotive VNX family of switches 24+ week lead time, Some DC/DC now extended

Diodes Inc 8-10 Stable Specific families' lead times increasing some out to 20 weeks Microchip 15+ Increasing

On Semi 15+ Increasing Some extended lead times particularly in auto grade parts Monolithic

Power 8-10 Stable Diodes Inc 8-10 Stable

Maxim 8-10 Stable Rohm 8-10 Stable

Infineon 8-10 Stable

BATTERIES

Technology Manufacturer Forward Looking Trend

Comments Current Lead-time Trend

Alkaline

Rayovac 8-10 Stable Renata 10-12 Stable

GP Batteries 8-10 Stable Universal Power 8-10 Stable

Varta 10-12 Stable Panasonic 10-12 Stable

LithiumMetal

Panasonic 14-16 Stable GP Batteries 10-12 Stable

Rayovac 8-10 Stable Ground Transport Only Renata 12-14 Stable Varta 16-20 Stable

Tadiran 12-16 Stable

Litium Ion GP Batteries 10-12 Stable Varta 16-20 Stable Ground Transport Only

Nickle Metal Hydride

Rayovac 8-10 Stable GP Batteries 10-12 Stable

Renata 10-12 Stable Panasonic 8-10 Stable

Varta 8-10 Stable

Lead Acid


Universal Power 8-10 Stable Rayovac 8-10 Stable

Silver Oxide Renata 8-10 Stable Universal Power 8-10 Stable

Carbon Zinc


Rayovac 8-10 Stable Renata 8-10 Stable

Universal Power 8-10 Stable

CONNECTIVITY SOLUTIONS



Wi-Fi Modules

Microchip 14-16 Stable

Red Pine 12-14

Stable RPS RS9113 modules have dropped to 12-14 weeks. The older RS9110 seires still running long at 20-22

weeks

Murata 22-26 Stable

Gainspan 12-14 Increasing GS10 series has stretched to 18-20 wks

Silex 14-16 Stable

Bluetooth modules

Microchip 12-14 Stable

STMicro 8-12 Stable

Panasonic 16-18 Stable Murata 22-26 Stable

Amp'd RF 6-8 Stable

802.15.4/zig bee modules

DigiMaxstream 6-8 Stable

Synapse 14-16 Stable

Panasonic 14-16 Stable

California Eastern Labs 14-16

Increasing

High Power IC's Small Signal, Schottky Diodes,

PIN Diodes, Bipolar Transistors, FETs/PHEMTs, Amplifiers, Mixers & Modulators, VCOs, SS Bipolar

Transistors, Wideband Transistors

NXP 8-10 Stable

California Eastern Labs 17-19 Stable CEL has obsoleted RF and Microwave devices



Cellular modules

Sierra Wireless 10-12 Stable Linx Technology 6-10 Stable

Multi-Tech Systems 8-10 Stable

Gemalto 10-12 Increasing Cat 1 modules lead-times are stretching 15-17 weeks

Antennas Linx Technology 6-8 Stable Nearson 4-6 Stable

Transceivers/Receivers

NXP 8-10 Stable Melexis 16-20 Stable

Linx Technology 6-8 Stable Microchip 14-16 Increasing

RFID

Austria Microsystem 28-30

Increasing AMS Transcivers are stretching to 28-30 wks

Panasonic 14-16 Stable NXP 10-14 Stable

STMicro 8-10 stable Lead time on the ST25R3911-BQFT is 20 wks

Melexis 14-16 Stable

CONNECTIVITY SOLUTIONS

DISCRETES




Low Voltage Mosfets

Infineon 16-24 Increasing

New product in Optimos 5 are devices are using their 12'' wafer file. Good offering in midrange voltages (40-200V) with IR acquisition however, legacy IR part pricing has been Increasing and leadtimes also stetching. Automotive deliveries are 24

weeks +

Diodes Inc. 16-18 Increasing

leadtimes increasing due to fall out from competitors delivery issues. Standard deliveries can be improved when needed with internal allocation. Diodes attacking mid voltage packaging and currently have offering in close to 65% of industry

runners

Fairchild (Onsemi) 16-26 Increasing Most issues are on smaller packages (Sot-23, Sc-70) and automotive devices. On Semi 26-30 Increasing Leadtime issues on automotive devices , QFN 5x6. sot-23, sot-223 Get longterm visibility from customers

Nexperia 20-26 Increasing Automotive is on capacity constraint. Large demand in micro leadless packages due to tablet market , Get longterm visibility

from customers

ST Micro 28-38 Increasing focus on F7 and H7 series as it is using their new manufacturing process and is most competitive. ST currently running

at capacity therefore visibilty for 2018 needs to be placed asap.

Vishay 20-25 Increasing

Vishay/Siliconix transition from 5 & 6 inch fab to 8 inch fab Finalized. New revs are competitively priced with improved deliveries. Large offering in P-channel. Newly released Vishay is in a take share mode and is looking to buy back

business , capacity is however filling up through Q4 visibility for 2018 is required asap

High Voltage Mosfets

Infineon 16-20 Increasing

Focus on P6, C7, CE. Infineon de-focus on legacy devices (C3, C6, CFD series) where we expect to see increases/ less cost concessions. Launched new P7 series which is produced in 12inch wafer fab. Lead with P7 product for price/

performance and better deliveries ON /Fairchild 16-18 Increasing Wide offering of HV fets for mass market.

Ixys 17-19 stable

***Note, Ixys in process of being acquired by Littelfuse***Niche , very high voltage , high current devices . Devices are built to order therefore LT needs to be adhered to.Capacity is filling therefore orders placed within leadtime will be difficult to

improve. Good play for anything above 1000V

ST Micro 30-38 Increasing

Push M2, M5 and K5 series as they are best specs and most aggressively priced. Only Supplier with Silicon Carbide Fet rated at 200 degrees Celcius. SiC. Launched 650V SiC to offer against high performing IGBT'san alternative to

Superjunction. Demand increasing which is causing many delivery issues. 2017 is already booked therefore please get longterm visibility from customers

Rohm 20-26 Increasing Good range of offering to compete with Cree (Wolfspeed)

MS 20-24 Stable Newly developed SiC technology. Offering also available in modules. MS also has the ability to customize packaging

where warranted. Vishay 20-25 Increasing Continuous development of HV portfolio. Superjunction 650V fets comparable to Infineon and ST

DISCRETES




IGBTs

Fairchild 20-24 & 40 Stable Good offering in Field Stop IGBT's, IPM modules have increased from 14 to 40 weeks due to backend capacity

constraints caused by high demand on technology

Infineon 18-24 Increasing WW leader in IGBT offering and with the merger of IR, have the widest range of high and low power IGBT's. CO-Pack offering (rectifier combo) out to 20 weeks plus **Note** Hi power Modules are now available for Distribution.

MS 18-20 Stable offering available in high power modules as a counter to Infineon, Semikrom, Mitsubishi

Ixys 18-20 Stable ***Note, Ixys in process of being acquired by Littelfuse***Product is Niche and is built to order.

ST Micro 34-38 Increasing Investing R&D in this product area , offering available in high power modules as a counter to Infineon, Semikrom,

Mitsubishi. ST is completely booked for the next 6-9 months. Get longterm visibility from customers

ESD

Littelfuse 12-16 Increasing On Semi 14-16 Increasing SOT-223 package 20+ weeks

Bussmann 20-24 Increasing STM 16-20 Stable

Nexperia 12-26 Increasing

SOT23SD/DD from 8 to 13 weeks - SOD523 from 8 to 16 weeks - SOT323SD/DD from 6 to 8 weeks SOT363 from 8 to 13 weeks DHVQFN14/16/20/24 from 8 to 16 weeks – DFN PACKAGES 20 weeks – SOD 323 26 WEEKS – SOT 223 20 WEEKS – DSN PACKAFES 20 WEEKS – SOT66X 20 WEEKS- SOT457 13 WEEKS

Diode Arrays Littelfuse 8-10 Stable Semtech 6-8 Stable Protek 12-14 Stable

Varistors

Littelfuse 8-10 Stable Strong push & support on LSP modules (LSP10277S; LSP10480S; ect…). Very competitive, excellent quality, Design Registerable. Deliveries can be improved internally if circumstances call for it.

AVX 14-16 Stable Epcos 14-16 Stable trying to drive marketshare, competitive. Maida 8-10 Stable

DISCRETES



Fuses Littelfuse 8-10 Stable

Bussmann 10-14 Increasing Schurter 8-10 Stable

PTC Fuses TE/Raychem 8-10 Stable Purchased by Littelfuse Littelfuse 8-10 Stable

Clips and holders

Littelfuse 10-12 Stable Bussmann 8-10 Stable Keystone 8-10 Stable Schurter 8-10 Stable

Thyristors/triacs


Competitive pricing, strong print position; *** Packages affected... - ASD Triac... DPAK/IPAK; TO220/TO220FP; SOT223; TO92... - Thyristor & Triac... D-Pak/IPAK; D2PAK/I2Pak; TO220FP; SOT223. some delivery dates are reflecting the extended 20 week lead times although... we are seeing some commit dates from ST where they appear capable of providing inventory via the standard 8-12 week time frame.

Littelfuse 8-10 / 17-30 Stable / Increasing

On August 25, 2016, Littelfuse announced it entered into agreements with ON Semiconductor to acquire three (3) product lines: TVS Diodes, Switching Thyristors, and IGBT’s for ignition applications, including relevant intellectual property.*** LFO product (formaly ON Semi product) experiencing extended lead times, anywhere from 17 to 30 weeks. On August 25, 2016, Littelfuse announced it entered into agreements with ON Semiconductor to acquire three (3) product lines: TVS Diodes, Switching Thyristors, and IGBT’s for ignition applications, including relevant intellectual property.**********Littelfuse to acquire Ixys... http://www.littelfuse.com/about-us/press-releases/2017/littelfuse-to-acquire-ixys-corporation.aspx

WEN (NXP) 26+ Increasing

WeEn Semiconductors is the name of the Joint Venture, combining NXP’s advanced Bipolar Power technology with JAC Capital’s strong connections in the Chinese manufacturing network and distribution channels. ***** http://investors.nxp.com/mobile.view?c=209114&v=202&d=3&id=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTEwNTY1NzUzJkRTRVE9MiZTRVE9JlNRREVTQz1TRUNUSU9OX0VYSElCSVQmZXhwPSZzdWJzaWQ9NTc%3D **** SOT223; SOT428; SOT553; SOD59 PACKAGES ON ALLOCATION

On Semi N/A N/A Now under 'LFO' call out... On August 25, 2016, Littelfuse announced it entered into agreements with ON Semiconductor to acquire three (3) product lines: TVS Diodes, Switching Thyristors, and IGBT’s for ignition applications, including relevant intellectual property.

TVS Diodes

Diodes Inc 12-16 Increasing Littelfuse 16 Increasing Purchased ON Semi TVS business Lead times 24 weeks Vishay 25-40 Increasing SMC at 25 weeks SMA and SMB at40

ST Micro 8 Stable

Sensors Littelfuse 12 Stable this product now resides in class 13 in the Discretes BU. Littelfuse can accommodate all general and custom opportunities.

DISCRETES




Bridge Rectifiers

Diodes Inc 12-25 Decreasing Their KFAB wafer facility is closing in November, and they are moving production to third-party wafer fabs. Even though we saw some lead times

decrease in the past quarter, they still have delivery issues and lead times could increase again due to the change in wafer factories. Fairchild 12-42 Increasing Vishay 19-45 Increasing

Schottky Diodes

Diodes Inc 12-22 Increasing Their KFAB wafer facility is closing in November, and they are moving production to third-party wafer fabs. There are cases of lead times stretching to 30 weeks.


SOT23SD/DD from 13 to 26 weeks - SOD523 from 8 to 16 weeks - - SOT 89 20 WEEKS - SOT323SD/DD from 6 to 8 weeks SOT363 from 20 to 24 weeks SOT353P 20-24 WEEKS SOD123F 6-13 WEEKS DHVQFN14/16/20/24 from 8 to 16 weeks – DFN PACKAGES 20 weeks – SOD 323 26 WEEKS – SOT 223 20 WEEKS – DSN PACKAFES 20 WEEKS – SOT66X 20 WEEKS- SOT457 13 WEEKS

On Semi 12-40 Increasing

SMA 23 WEEKS – SMB 23-40 WEEKS – SMC 28-33 WEEKS – SOT 23 COPPER 20-36 WEEKS – SOT 89 16-21 WEEKS – SOT223 34 WEEKS – TO220 16-22 WEEKS – SOD 923 18-22 WEEKS – SOIC-8-14-16 20-30 WEEKS – SOD123 COPPER 20-30 WEEKS – SOD 323 DPAK 20-30 WEEKS – DFN PACK 20-52 WEEKS – SC 70 18-22 WEEKS -

Fairchild 10-30 Increasing

Rectifiers

Diodes Inc 12-22 Decreasing Their KFAB wafer facility is closing in November, and they are moving production to third-party wafer fabs. Even though we saw some lead times decrease in the past quarter, they still have delivery issues and lead times could increase again due to the change in wafer factories.

Vishay 16-52 Increasing There are increased lead times in SMA, SMB, SMC, TO-220, TO-263 and DPAK. Schottkys are most affected with 40-52 weeks lead time.

On Semi 18-36 Increasing SOT223, SOD123 are 26+ weeks, and will be constrained into Q1’2018. SMC Package 28 weeks, Some SMB 20-26 weeks.

ST Micro 12-25 Increasing SiC 24+ weeks, FERDxx products 25+ weeks, TO-220, TO-220AC and TO-220IT 14-16 weeks , Fairchild 12-42 Increasing

Switching Diodes







Small Signal Mosfets


Fairchild 10-30 Increasing BSS84 31 wks - BSS123 21 wks BSS138 46 WKS





DISCRETES



Zener Diodes

Diodes 12-22 Increasing Their KFAB wafer facility is closing in November, and they are moving production to third-party wafer fabs. There are cases of lead times stretching to 30 weeks.






Vishay 12-36 Increasing SMA SMB - 28-36 WEEKS

Bipolar Transistors

Diodes Inc 12-22 Increasing Fairchild 12-30 Increasing




Digital Transistors






Rohm Semiconductor 10-40 Increasing

CPT - TSMT356 - TSMT36M - TSMT8 - TSMT8M - SOP8 - UMD2M - USM - EMD2M - EMD2 - TUSH/TUMD2S - PMDU - PMDUM – PSM – PMDS - SSOP5 - SSOP6

General Purpose

Transistors







Rohm Semiconductor 10-40 Increasing

The following packages have been extended to 40 weeks CPT - TSMT356 - TSMT36M - TSMT8 - TSMT8M - SOP8 - UMD2M - USM - EMD2M - EMD2 - TUSH/TUMD2S - PMDU - PMDUM – PSM – PMDS - SSOP5 - SSOP6

DISCRETES



Optocoupler Components

CEL 16 Increasing Internal cost increases by parent company (Renesas) Everlight 8-12 Stable

Fairchild (ON Semi) 12-18 Increasing 8-pin white package lead times at 32+ weeks

Isocom 2-4 Decreasing Very market competitive; eager to increase share; Two weeks delivery, sometimes less Lite-On 10-12 Stable Stable pricing and delivery

Socle (formerly Sharp) 16 Stable Following Socle acquisition, increased factory minimum order quantities and prices.

Vishay 8-12 Increasing 4-pin,6-pin,minflat & half-pitch miniflat longer lead-times - 16 to 20 weeks.

Logic

Nexperia 16-28 Increasing SOT353, SOT753 and DQFN packages (Picogates) at 20-26 weeks Diodes Inc 12-16 Increasing

On Semi 8-12; 22-26 Increasing

Legacy “wide body logic” lead times are extending. US8 pkg up to 26 weeks. MiniGates are in good shape for SC-88, SOT9 and uDFN.

Fairchild (ON Semi) 8-12 Increasing

Fairchild acquired by ON Semi. Specific legacy-FCS logic (primarily AC/ACT and LCX families) are extending to 48 weeks but there are ON equivalents available.

ELECTROMECHANICAL



Power Supplies (AC/DC)

Cosel 12-16 Increasing TUNS series stretching Mean Well 12-14 Stable

CUI 10-12 Stable Recom Power 8-10 Stable Murata Power 12-14 Stable

Vicor Corporation 6-10 Increasing Wall 8-10 Stable

SL Power 14-16 Stable

Power Supplies (DC/DC)

Cosel 4-6 Increasing CUI 12-14 Stable

Murata Power 12-14 Stable Recom Power 8-10 Stable

Wall 8-10 Stable Vicor Corporation 6-10 Increasing

Relays

American Zettler 12-20 Stable Crydom 4-6 Stable

Hongfa Relays 12-42 Increasing HF32F and HF33F series to 35-42 weeks; HF152F 45 weeks

IXYS IC/ Clare 8-10 Stable Littelfuse/Hamlin 10-12 Stable

Schneider/Magnecraft 12-14 Stable

Panasonic 14-20 Stable Some series stretching to 26 weeks Song Chuan 16-18 Stable

Infineon 18-22 Stable TE Connectivity 12-14 Stable

Solder Kester 2-4 Stable

ELECTROMECHANICAL



Switches

C&K 10-14 Stable CTS 8-10 Stable

Panasonic 8-10 Stable E-Switch 10-12 Stable Grayhill 10-12 Stable

Alps 10-20 Stable NKK Switches 10-18 Stable IS Series between 16-18 ZF Electronics 10-12 Stable

TE Connectivity 10-12 Stable

Fans

ADDA 10-12 Stable Delta Products 16-18 Stable Nuventix/Aavid 10-12 Stable Comair Rotron 12-14 Stable

Qualtek 8-10 Stable Etri 12-14 Stable

Orion 8-10 Stable Nidec 10-12 Stable NMB 8-10 Stable

Sunon 12-14 Stable

Heatsinks Aavid Thermalloy 12-14 Stable Wakefield 10-12 Stable

Hardware Keystone 4-6 Stable

Richco 6-8 Stable Bivar 6-8 Stable

Timing

Epson 10-12 Increasing FA128 & FA 20 24 weeks Abracon 12-24 Increasing ABS07-ABS10-ABS25 increasing to 24 weeks. ABMM Series increasing to 20 weeks

Fox 10-12 Stable ECS 10-14 Stable CTS 8-10 Stable

Raltron 14-20 Increasing Diodes/Pericom/Saronix 8-10 Stable

Murata 8-10 Stable Kyocera/AVX 12-14 Stable

Citizen 14-24 Increasing CM315D series increasing to 24 weeks

HIGH END



8 Bit MCU

Cypress 16-18 Increasing

Microchip 12-16 Stable Classic PIC parts stable- Atmel parts stretching NXP 14-16 Increasing

Renesas 25 Increasing Capacity constraint: earthquake does not affect synergy

ST Micro 20 Increasing For Automotive or legacy, add 3 weeks

Zilog 18-20 Stable

32 Bit MCU

Cypress 10-12 Stable

Microchip 12-16 Stable Classic PIC parts stable- Atmel parts stretching NXP 20-24 Increasing

Renesas 25 Increasing Capacity constraint: earthquake does not affect synergy

ST Micro 20 Increasing For Automotive or legacy, add 3 weeks.

LCD's

AZ 12-14 Stable NLT 20-24 Increasing

Sharp 20-22 Increasing Tianma 20-24 Increasing

Wisechip 12-14 Stable

SoC Cypress 6-8 Stable Lattice 8-10 Increasing

Microsemi 18-20 Increasing 20% increase on legacy Actel FPGA families

PHY Microsemi 10-16 Increasing Microchip 12-16 Stable

USB Cypress 6-8 Stable Microchip 12-16 Stable

Automotive

Cypress 20-24 Stable Infineon 32 Stable

NXP 12-18 Stable 16-bit 18wks , 32-bit 14 wks , 8-bit 12 wks

Renesas 30 Stable RH850 , RCAR

32-Bit MPU Microchip 18 Stable ATSAMA5

NXP 16 Stable all iMX families Renesas 30 Stable R5 , R7 ,R8, RZ portfolio

INTERCONNECT



Plastic Multipole Connectors

Hirose Electric 8-12 Increasing Due to raw material shortages

Harting 10-12 Stable

JST 17-22 Increasing Due to raw material shortages.

Some parts at 38 weeks. TE Connectivity 10-12 Stable

D-Sub Connectors

Norcomp 8-10 Stable Adam Tech 10-12 Stable

Amphenol Commercial 6-8 Stable TE Connectivity 8-10 Stable

Data & Telecom

Assmann 12-14 Stable Amphenol Commercial 6-8 Stable

Halo Electronics 14-16 Stable TE Connectivity 8-10 Stable

PCB Connectors

EDAC 10-14 Stable Adam Tech 10-12 Stable Assmann 12-14 Stable

Oupiin 8-10 Stable Major League 6-8 Stable

Harting 8-10 Stable

Hirose Electric 8-12 Increasing Due to raw material shortages

JST 17-22 Increasing Due to raw material shortages.

Some parts at 38 weeks. Mill-Max 4-6 Stable Sullins 6-8 Stable




RF Connectors Bomar 8-10 Stable


IC Sockets Assmann 12-14 Stable

Mill-Max 4-6 Stable


Terminal Blocks & Crimps


Altech 8-10 Stable

Major League 6-8 Stable

Metz Connect 8-10 Stable

WAGO 8-10 Stable

WECO 8-10 Stable

Wieland 10-12 Stable

Lighting Connectors AVX 8-10 Stable


WAGO 8-10 Stable

FFC/FPC Hirose Electric 8-12 Increasing Due to raw material shortages

Nicomatic 12-14 Stable

INTERCONNECT

LIGHTING SOLUTIONS



Standard Light Engines

Philips 8-10 Stable 5 year warranty/ecosystem Universal Lighting

Technologies 8-10 Stable 5 year warranty/ecosystem OSRAM 8-10 Stable 5 year warranty/ecosystem Fulham 10-12 Stable 5 year warranty/ecosystem

Harvard Tech 10-12 Stable 5 year warranty/ecosystem SimpleLED

(Rena) 8-10 Stable 3 year standard / 5 year available SimpleLED

(GL) 8-10 Stable 5 year Lumileds 10-12 Stable 5 year limited

High Power

Lumileds 8-12 Stable Lower pricing, flux improvements, special pricing on lower flux stock Nichia 8-10 Stable High Performance, Competitive, see DMC offering

Samsung 6-8 Stable Competitive, see 3535 and CSP offering

LG Innotek 8-10 Stable Aggressive pricing G4L and 3535, G6 samples in stock Automotive Lumileds 8-10 Increasing Increasing LED Arrays Lumileds 10-12 Increasing Increasing SnapLED & Superflux EOI 8-10 Stable Competitive vs OSRAM and CREE, in production at Dodge and Ford

Chip On Board

Lumileds 6-8 Stable Stable LG Innotek 8-12 Stable Stable

Nichia 6-8 Stable Stable Bridgelux 6-8 Stable Stable

Mid-Power LEDs

Philips-Lumileds 10-12 Stable Lead times stretching out Nichia 6-8 Stable

LG Innotek 12-14 Stable Capacity constraint, uncertain when they will drop down to 6 weeks Seoul Semi 6-8 Stable Samsung 6-8 Stable Stable

MEMORY



PC (Commodity) DRAM

Alliance Memory 4-12 Stable We have seen the prices and lead times for DDR3 components stabilize. Kingston 4-8 Stable Server & Mobile

DRAM Alliance Memory 10-14 Stable We see the demand for Mobile DRAM flat and we expect the costs to stay unchanged, in the short term.

Memory Modules

Centon 6-8 Stable DDR4 modules are on allocation; pricing is now almost double compared to last year. The increase from Q2 ’17 to Q3 ’17 has been between 8% and 18%. The 8GB DIMMs experienced the most drastic price increase. DDR3 modules are also difficult to get and the costs are now 80% higher compared to last year. However, it’s worth mentioning that from Q2 to Q3, for most configurations, the cost increase has been only about 5%. DDR2 modules – these are flat in both price and lead time. Lead times are 2-3 weeks and the costs have been the same for over a year, however many densities and configurations are being discontinued (it’s considered legacy technology)

Kingston 4-8 Stable

Unigen 10-14 Stable

SRAM Cypress 10-22 Increasing Cypress lead times for SRAMs just jumped from 8-12 weeks to 16-22

weeks. Alliance Memory 6-10 Increasing Renesas 18-20 Increasing

NOR FLASH

Adesto 8-33 Increasing

Cypress NOR is on severe allocation. Macronix's lead time are stretching for Q4. Pricing is expected to increase on average 20% for Q4 vs Q3.

Cypress 14-33 Increasing GigaDevice 6-12 Increasing

Macronix 14-20 Increasing Microchip 12-18 Increasing

DATA FLASH Adesto 10-14 Increasing

SLC NAND FLASH Cypress ALLOCATION Increasing SLC NAND products from Cypress and Macronix are now on allocation.

Costs for SLC NAND Flash devices have gone up approx 150% compared to Q4 '17. Macronix ALLOCATION Increasing

MEMORY



eMMC

Kingston ALLOCATION ALLOCATION With the transition to 3D NAND, we've seen major increases in the cost of MLC and TLC NAND, which is used to manufacture eMMC. Right now Kingston eMMCs are on allocation, a situation which is expected to continue into Q4 2017. The worst affected density is the 8GB.

Greenliant 14-16 Increasing

Panasonic 12-14 Stable

Memory Cards

Centon 8-12 Increasing With the transition to 3D NAND, we've seen major increases in the cost of MLC and TLC NAND, which is used to manufacture Memory Cards. Costs have gone up significantly, in some cases over 80%. Most Kingston Memory Cards are on ALLOCATION and this situation is expected to continue for the remainder of 2017

Kingston ALLOCATION ALLOCATION Panasonic 8-14 Increasing

Unigen 10-12 Increasing

Solid State Drives (SSD)

Kingston ALLOCATION ALLOCATION MLC NAND is on allocation, so the price and lead times for SSDs has been increasing as well. Kingston SSDs are on ALLOCATION. Greenliant 14-16 Increasing

EEPROM Microchip 8-14 Increasing ST's lead times for devices in an 8-pin SOIC package have increased from

4-8 weeks to 10-16 weeks ST Micro 10-16 Increasing ON 12-20 Increasing

EPROM Microchip 8-12 Increasing MRAM Everspin 12-16 Stable

FRAM & NVSRAM Cypress 14-30 Increasing Certain Cypress NVSRAMs are now at 26-30 weeks lead time.

OPTOELECTRONICS



Infrared Components

Optek 8-10 Stable Pill pack product is on allocation AMS 16 Stable

Source Photonics 14-16 Stable

Fiber Optics - Focus on 40G and 100G product. 100G short range in production 6-8 weeks lead time. 100G long range still an issue for delivery - 12-14 weeks

American Bright 4-6 Stable Stable leadtime and pricing

Vishay 8-20* Stable

(*) Dome Lens Package Detectors: 20 weeks lead time (VEMD 200/2020/2500/2520 series).

(*)TC_T13/16 lines running at 8-10 weeks lead time (depending on which device) SFH series Lt increasing 16-20wks

Isolation Components

CEL 19 Increasing Everlight 8 Stable Fairchild 12-14 Increasing ON Semiconductor has acquired Fairchild ISOCOM 6-8 Stable Stable pricing; 2 weeks delivery Lite-On 8-10 Stable Stable pricing and delivery Sharp 12-16 Stable Stable pricing and delivery

Vishay 6-8 Stable 4-pin,6-pin,minflat & half-pitch miniflat longer lead times - 12 weeks. Focus on VOW

(wide body) American Bright 6-8 Stable all Displays are Ncnr, stable pricing and leadtimes

LED Displays

Kingbright 8-10 Stable Prices on labour intensive parts such as the numeric and alphanumeric displays,and

CBIs have increases. Lead-times are stable

Lite-On 8-10 Stable No unifying of costbooks, all regions are bought separately as pricing varies, leadtimes

remain stable Stanley 12 Stable Prices and LT are stable

Lumex 12 Stable Stable leadtimes, new cost book received, price increases given and min's increased.

OPTOELECTRONICS



LEDs

Visual Communications 12 Stable

Lead-times are more towards the 12-14 weeks, some CML parts are obseleted due to not enough demand, price has went up on some parts

especially the CML

Dialight 10-16 Stable Lead-times are stable with exception to some parts where they are facing

a die shortage Everlight 8-10 Stable New costbook updated with NA nomeclature

Kingbright 6-8 Stable Stable on pricing and leadtimes Lite-On 8-10 Stable Price increases given off book cost,

Lumex 8-14 Stable Stable leadtimes, new cost book received, price increases given and min's

increased. Rohm

Semiconductor 10-12 Decreasing Stable leadtimes with a 10 week average

Stanley 10-12 Increasing

Legacy product being discontinued in 2017 due to little or no demand, some have replacements being offered with latest technology for

continued growth Inolux 6-8 Stable Stable leadtimes with a 8 week average

American Bright 4-6 Stable Stable leadtimes and pricing Vishay 8-10 Stable Stable leadtimes 8wks

PASSIVES



Trimmers & Pots

BI Tech 8-12 Stable Murata EOL EOL OBSOLETE Piher 10-14 Stable

Panasonic 14-16 Decreasing Pots will be EOL by the end of 2017 Vishay 10-14 Stable

Electrolytic

NIC Components 14-20 Increasing Leadtimes starting to push out. Some pricing has been increased. Futhre pushouts

some cases 20 weeks

Nichicon 18-35 Increasing SMD 10x10,8x10,6.3x7.7 lines are full capacity, leadtimes stretched 30-35 weeks Snap-in at 35

Surge 14-19 increasing LT pushing out closing on 20 weeks on some products Panasonic 14-18 Decreasing Some SMD dropping from 18 to 16 weeks.

United Chemicon 12-14 increasing started to push a little out

Capacitors - Film

EPCOS 16-20 increasing Leadtimes starting to push out over 20 weeks on some values. Some now at 40+ weeks

Illinois Capacitors 12-16 Decreasing

Paktron 8-10 Stable Quencharc leadtimes are starting to come down from 10-12 to 8-10 weeks Surge 12-16 Stable Vishay 12-16 Stable WIMA 16-19 increasing LT stretching now closer to 19

Capacitors - Tantalum

AVX 20-28 Increasing Long lead times on larger case sizes, low ESR Vishay 15-20 Increasing

Capacitors - Polymer Tantalum

AVX 14-20 Increasing Comp Kemet Panasonic 12-16 Increasing Strong on polymer (Poscaps) tantalum - comp Kemet

Vishay 12-14 Stable

Filters

EPCOS 20-30 Increasing Common Mode Chokes are at 32 + weeks Murata 8-12 Stable

NIC Components 8-12 Stable

TDK 12-20 Increasing Common Mode Chokes are at 24 + weeks

PASSIVES



Inductors

Cooper Bussmann 14-16 Increasing Bussman/ Eaton at 16-18 weeks

Halo Transformers 18-24 Increasing Stable at 18-20

Murata 8-10 Stable Stable 14

NIC Components 14-18 Stable Increasing to 18-20

Panasonic 12-14 Stable Wurth 16-20 Increasing Wurth/Midcom Transformer LT is 16-20 weeks

Sumida Electronics 16-18 Stable

TDK 12-16 Stable

Vishay 12-24 Stable IHLP 1616, 2020, 3232 have increased to 38+ weeks in LT. IHLP 2525's are now at 22-28 weeks. Larger case sizes 4040,5050 and all automotive parts ending in "A" have LT's 48-60 plus weeks. IHLP6767 16 weeks

Fixed Resistors

IRC 16-18 Increasing Due to capacity constraints many products have extended lead times

NIC Components 10-14 Stable

Rohm Semiconductor Allocation Allocation Rchip capacity issues. Rohm can not commit to PO's

Samsung 20 Increasing Stackpole 8-12 Stable Susumu 8-12 Stable Vishay Allocation Allocation Rchip capacity issues. Lead times have been pushed out. CRCW series on allocation.

Panasonic 40+ Staying Constrained Rchip capacity issues. Lead times have been pushed out

Yageo 16 Increasing Slight increase by 2 weeks

Resistor Networks

BI Tech 8-12 Stable CTS 8-12 Stable

Rohm Semiconductor Allocation Allocation Capacity issues. Rohm cannot commit to PO's

Vishay 30+ Staying Constrained Rchip capacity issues. Lead Times have been pushed out

Panasonic 8-10 Stable Yageo 12-14 Stable

PASSIVES



Surface Mount General Capacitors – Ceramic

AVX 16-20 Increasing Automotive Specs Completely Sold Out

Murata 20-30 Increasing Controlled order entry on a long list of parts,

mostly large case sizesSamsung 12-14 Increasing Lead times under pressure, expected to increase

TDK 22-24 Increasing On severe allocation NIC

Components 16-20 Increasing

Yageo 14-16 Increasing Lead times under pressure, expected to increaseWalsin 10-14 Increasing Vishay 8-12 Stable

Leaded Capacitors - Ceramic

AVX 18-20 Stable Murata 18-20 Stable A lot of parts EOL'd Vishay 12-16 Stable

NIC Components 14-18

Increasing

TDK 14-20 Increasing

Specialty Capacitors AVX 18-22 Stable

Murata 16-20 Increasing Vishay 10-12 Increasing

MARKET CONDITIONS REPORT - Future...

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