Market Insights - Q4 2023 - New Design - Flipbook - Page 12
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General Market Insight
Battery
" Supply - Lead times remain stable with estimates ranging from 8 to 18 weeks on average, with no signs of
supply constraints.
" Price - Lithium carbonate prices decrease due to weak demand from major battery manufacturers; major
suppliers like Panasonic, Tadiran, and GP Battery maintain stable prices; suppliers reconsider pricing
strategies with increased production capacity; Varta and Renata legacy batteries experience price increases.
High-end Semiconductors
MCU/MCP/Chipset/ASIC/Prog Logic
" Stable prices anticipated in Q4 2023; potential revisions for 2024; Taiwan Semiconductor Manufacturing
hints at lower wafer costs for new generation technologies and higher costs for older ones; suppliers
prioritize legacy devices amidst rising prices and accelerated end-of-life production.
REBOUND ELECTRONICS
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REBOUND ELECTRONICS
Liaise with your account manager for more information.