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Automotive Insights Market Byte 5.31.2023
Lead times for IGBTs are running at an average of 50 weeks, with some reports that Infineon and onsemi could take much longer than that to ship. Some auto manufacturers and Tier 1 suppliers have committed to year-long orders to force IGBT makers into more stable deliveries, a trend that seems to be gaining traction in the industry.
市况快闪 2023.5.31
近几个月，NAND和DRAM等产品的平均售价一直在历史低位徘徊，供应商力求降低库存水平并维持市场份额，将产品平均售价与产品成本基本持平或略为降低。
市况快闪 2023.5.25
鉴于市场许多领域整体需求不足，主要制造商面临陶瓷电容器几乎全面过剩的情况，尤其是国巨（Yageo）、威视（Vishay）、罗姆（ROHM）、村田（Murata）和基美（KEMET）。 除汽车市场外，包括Molex和TE Connectivity在内的互联设备制造商也出现过剩。
汽车行业洞察 2023.5.24
尽管制造商生产设备使用率一度高达90%，但车用陶瓷电容器和电阻的供货仍极其有限。对市场大部分制造商而言，积压订单还在继续增加，交货时间一再延长。
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