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The chip market seems to be cooler in September than in August. Although some institutions and original manufacturers have recently released sounds that semiconductors are expected to recover, the spot market has not yet felt the recovery.

This month, the number of chips that have suddenly become popular has increased, and most of them have received inquiries, but the actual transactions are unclear. In addition, automotive chips have “returned to the stage” and begun to dominate the list: inquiries are flying all over the place for discontinued automotive materials, automotive MCUs that are gaining popularity, automotive chips that continue to be highly priced…

The following are the 7 popular chips (models) we selected in the past month:

1. The Ethernet chip “KSZ8999I” that cannot fall down

2. The classic chip “AMS1117-3.3” can be seen everywhere

3. The discontinued material suddenly “revived” “NCV7608DQR2G”

4. The automotive chip “TPS2HB16BQPWPRQ1” continues to be highly priced

5. Automotive MCU “FS32K144HFT0MLLR” with increasing inquiries

6. The suddenly popular automotive chip “VND7012AYTR”

7. Recently, big internet celebrities have begun to cool down “BCM89811B1AWMLG”

NO.1 Ethernet chip that can’t be replaced

KSZ8999I：

Market quotations rise again

The market quotation of KSZ8999I increased slightly in September. The market quotation in August was 4,000-5,000 yuan, and the market quotation in September was 5,000-7,000 yuan . The price of this material has not been lower than 4,000 yuan since October last year.

KSZ8999I is an Ethernet chip from Microchip, an integrated 9-port 10/100 switch with PHY and frame buffer. The demand for Ethernet switch ICs has surged since last year. This material has been very popular in recent months . It is also a big Internet celebrity of the Microchip brand and is one of Microchip’s main needs in the near future.

NO.2 Classic chips that can be seen everywhere

AMS1117-3.3：

The price is only a few cents

The price of AMS1117-3.3 has always been very low. It has been less than 1 yuan this year. In September, the price increased slightly to 0.5 yuan .

The AMS1117-3.3 is a forward low-dropout regulator (LDO) with an output voltage of 3.3V, suitable for high-efficiency linear regulators. The application areas of the AMS1117 series include: computer motherboards, graphics cards, LCD monitors and LCDTVs, DVD decoding boards, ADSL and other equipment, post-stage voltage regulators of switching power supplies, etc.

1117 is the most common linear voltage regulator, and AMS1117 is also one of the most “classic” models . It is used frequently and is very cheap, but it is an old chip and the technology is relatively old. And this model is so classic, so there are a lot of “copycats” on the market. Some people in the industry complain that if you buy a counterfeit chip, it may break in a few days. If you buy 10 chips, one or two of them may have problems .

NO.3 discontinued materials suddenly “rejuvenate”

NCV7608DQR2G：

Inquiries are flying everywhere

The price of NCV7608DQR2G has dropped sharply since August last year, from 130 yuan to less than 60 yuan. In September, the price was 38 yuan .

NCV7608DQR2G is an 8-channel high and low-side configurable driver from ON Semiconductor. Each channel can provide 350mA drive current and provide complete protection functions. It is packaged in SOIC28 and has passed AEC-Q100 certification. Application areas include: automotive, industrial, relay drives, DC motor drives, LED drivers, etc. The NCV7608 series can be seen in some automotive air conditioners and automotive BCM solutions.

Recently, someone posted a large number of inquiries about this material on social platforms. The search for this material has also increased significantly on some third-party platforms. However, the increase in popularity was limited to the dissemination of information on social platforms. Previously, the popularity has been mediocre. Moreover, the actual transaction situation is not clear . Some friends in the market said that they did not feel the popularity of this material.

NO.4 Car chips that continue to be highly priced

TPS2HB16BQPWPRQ1：

60 times the price on the official website

TPS2HB16BQPWPRQ1 reached a high price of 600 yuan from June to December last year, and then the price gradually declined, and has been stable at 400 yuan from April to September this year . However, the official website price of this ingredient is only US$0.894 (approximately RMB 6.52), and the current market price is about 60 times the official website price .

TPS2HB16BQPWPRQ1 is TI’s 40V, 16mΩ, 2-channel automotive smart high-side switch with adjustable current limit. The device integrates powerful protection and diagnostic features to ensure that even in the event of harmful events such as short circuits in automotive systems, Provides output port protection and is AEC-Q100 certified. Main applications include: automotive display modules, ADAS modules, seat comfort modules, transmission control units, HVAC control modules, body control modules, LED lighting and 2x27W light bulbs, etc.

Third-party websites show that the popularity of TPS2HB16BQPWPRQ1 has skyrocketed since the end of August this year, and it still maintains a high search volume. However, compared with those models that have dominated the list all year round, its popularity is still not in the “first line”. It probably started from The 18th line becomes a level around the second and third lines. Friends in the market also said that he did not receive many inquiries. He only saw a few traders sending shipments and did not see much demand.

NO.5 Automotive MCU with increased inquiries

FS32K144HFT0MLLR：

Prices continue to fall

The market for FS32K144HFT0MLLR continues to fall this month, around 25-30 yuan. The official website price of this ingredient is US$3.45 (approximately RMB 25.19), but you can get it now on the market for only RMB 25 .

FS32K144HFT0MLLR is NXP’s S32K series 32-bit MCU, which complies with ASIL-B, ISO26262 functional safety levels and ultra-low power consumption performance. It integrates CAN FD interface, Cortex-M4 core, rich resources, and can easily meet the needs of various automotive electronic control applications.

NXP’s S32K series of automotive chips were “infinitely popular” during the core shortage crisis in the past two years. The FS32K144HAT0 of the same series once rose from the lowest 24 yuan to 350 yuan, and the other FS32K144HFT0 once rose from more than 20 yuan to 600 yuan. At present, the popularity of this series has declined, and the price of chips has also begun to go down.

NXP’s S32K series

In the first half of this year, the market price of FS32K144HFT0MLLR was still 30-50 yuan, but now it has dropped to less than 30 yuan. Recently, there have been more inquiries about it in the market. I wonder if it will drive up the price.

NO.6 Automotive chips that are suddenly gaining popularity

VND7012AYTR：

Prices start to drop

The price of VND7012AYTR in September was the same as that of the previous month, remaining at 18 yuan . It is currently lower than the official website price of 3.17 US dollars (approximately RMB 23.15), showing a price inversion phenomenon .

The device is a dual-channel high-side driver manufactured using STMicroelectronics’ proprietary VIPower® M0-7 technology and packaged in a PowerSSO-36 package. The device is designed to drive 12V automotive ground loads through a 3V and 5V CMOS compatible interface and provides protection and diagnostic features and is AEC-Q100 qualified. Mainly used in all types of automotive resistive, inductive and capacitive loads, specifically for automotive turn indicators.

The search volume of this chip has suddenly increased significantly in the past week, and it is also the second automotive high-voltage driver IC to suddenly become popular this month. Coincidentally, this chip is also used in the field of automotive lighting.

NO.7 Recently, big internet celebrities have begun to cool down

BCM89811B1AWMLG：

Prices fell slightly

The price of BCM89811B1AWMLG dropped slightly to 190 yuan this month . Compared with its popularity in July, the popularity has also dropped significantly, but it still has residual warmth in the market.

The BCM89811 series is Broadcom’s BroadR-Reach® automotive Ethernet chip, which is optimized for low-power automotive applications. It has passed AEC-Q100 certification and is mainly used in vehicle infotainment systems.

This chip has been a “big internet celebrity” in the market since July, with a lot of inquiries, but even in its most popular month of July, the actual transaction volume was not much . There are not many BCM89 series chips on the market. At that time, the price of the available products could not be negotiated. Customers in need continued to wait and see when they saw the high price. Now that the price has begun to decline, perhaps the real demand for the chip will appear.

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