Market Insights - Q4 2023 - New Design - Flipbook - Page 11
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General Market Insight
Volatile Memory: DRAM
" Supply – DDR4: Some restrictions apply; DDR3: There are some production options, with slight limitations;
Legacy (SDRAM, DDR1,2): Stable (expecting support from Tier 2 suppliers)
" Price – Decrease in pricing.
Volatile Memory: SRAM
" Supply – Asynchronous and Synchronous: Stable
" Price – Asynchronous and Synchronous: Stable
Non-Volatile Memory: NAND Flash
" Supply – Planar NAND and 3D NAND Flash: Some Constraints
" Price – Planar NAND and 3D NAND Flash: Flat / Decrease
Non-Volatile Memory: EEPROM
" Supply and Pricing for EEPROM are stable.
Solid State Drives
" Supply for this commodity is stable to few constraints while the price is decreasing for the 2nd half of 2023.
Sensors
" Supply - Lead times are under 30 weeks in some categories, with slow market activity except in the
automotive and healthcare sectors; demand has not grown as expected into the final quarter of 2023,
particularly for mature technology products; Tier 1 suppliers seek new projects to secure demand for 2024,
and sensing product demand is expected to remain flat until the first half of 2024; sensor manufacturers,
not relying on facilities in China, expect US regulations restricting China as a sourcing source to have
minimal impact on supply and encourage diversification.
" Price - Stable
Interconnect Commodities
Connectors
" Supply - Suppliers' factories operate at 70-80% capacity utilization, BB ratio remains below 1.0 for major
suppliers, stable connector lead times with no signs of supply constraints; weak demand in telecommunications
and consumer sectors offset by increased demand in automotive, transportation, and industrial equipment;
overall market softening leads to an increase in order cancellations due to excess inventory, prompting suppliers
to reduce inventory levels and anticipate continued rebalancing until the end of 2023.
" Price - Pricing remains generally flat.
Relay
" Supply - Supplier factory utilization rates generally at 60%, tight allocation conditions persist for electric vehicle
and
renewable energy-related relays, BB ratio is less than 1 overall, lead times remain flat but end
customer demands are shortening, TE has items under allocation with reluctance to increase production
capacity, and market demand for relays is expected to grow in electric vehicle and renewable energy businesses
while weak in home appliances, measuring equipment, and capital equipment.
" Price - The overall price of relays has been flat to rising.
Switch
" Supply - Lead times remain flat overall, but there are no constraints on production capacity or raw materials
" Prices - Overall prices remain flat.
REBOUND ELECTRONICS
Liaise with your account manager for more information.