Electronics News Highlights 27/06/2022

1. TRENDFORCE: DRAM PRICES TO DROP 3-8% IN Q3 

The purchasing of consumer electronics has been adversely affected by factors such as the Russian-Ukrainian war, rising inflation. Consumer DRAM-related applications such as notebook and TV shipments are facing downward revision. In addition, since DDR3 is at a relatively high point, pressured by inventory and cost, buyers’ purchasing power has obviously weakened. Demand for DDR3 and DDR4 is forecast to decline simultaneously and market stocking momentum will continue to weaken. Korean manufacturers’ plans to withdraw from DDR3 supply remain unchanged but, in 2H22, Chinese and Taiwanese companies will continue to create new production capacity. With weaker demand and increased supply, sellers lose their bargaining advantage, making consumer DRAM prices difficult to support in 3Q22. DDR3 and DDR4 prices are forecast to drop by 3-8% QoQ. 

Details: TRENDFORCE: DRAM PRICES TO DROP 3-8% IN Q3 

2. THE TOP 5 MCU SUPPLIERS ACCOUNT FOR 82% OF 2021 GLOBAL SALES 

The five names of the biggest MCUs are NXP, Microchip, Renesas, STMicro, and Infineon. The five largest microcontroller suppliers develop and sell ARM-based MCUs. These companies accounted for 82.1% of worldwide MCU sales in 2021 compared to 72.2% in 2016—meaning the big keep getting bigger in microcontrollers. The increase in the biggest MCU suppliers has resulted from major acquisitions and mergers since 2016. 

Details: Top 5 MCU suppliers account for 82% of 2021 global sales 

3. ALLEGRO ISSUES PRICE INCREASE NOTICE  

Allegro also noted that it costs more to produce products due to rising input costs from supply chain partners. In addition, new capacity to meet demand over the next 6 to 24 months is scarce and costs much higher than previously forecast. Allegro emphasizes that these costs cannot be absorbed by them alone at current pricing levels. As a result, Allegro has decided to increase prices across all product lines with effective dates ranging between June 1st , 2022 and August 1st, 2022. 

Details: Allegro issues price increase notice 

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