In September, the top 10 hot searches still focused on MCU, with ST brand accounting for the majority. The current demand situation and holiday reasons have led to a general decrease of 20-40% in the search volume for these materials compared to the previous month. In terms of price, most MCUs continued their previous decline, but the 8-digit STM8S003F3P6TR saw an increase in price. Against this backdrop of demand, the subsequent market trend is worth paying attention to. Among other materials, the heat of NXP vehicle material MCF5282CVM66 continues, but the price significantly decreases. Microchip’s KSZ8999I and TI’s LM3481QMM saw a rapid increase in popularity in September. In addition, ST vehicle material VNH5019ATR-E has a high heat, but its price has significantly decreased
In September, the top 10 inventory fluctuations were mainly simulated components, with major brands such as TI and ST experiencing significant increases in general material inventory, indicating limited demand and a continuation of the destocking cycle. The inventory of automotive materials has mainly decreased, indicating that there is still considerable demand. In addition, there are two high-voltage MOSFETs from ST and Infineon on the list, with inventory increasing and decreasing, indicating varying demand. From the perspective of inventory changes, the overall recovery of the component market still needs more new demand injection, and currently it is still in the stage of de inventory.
