Highlights of the day: Passive elements stock low
DIGITIMES employees
Strong pandemic-fuled demand has resulted in shortages in a number of elements, together with MLCC. Yageo, a serious passive elements suplier, has solely about two months of MLCC stock, far under wholesome ranges, and the tight provide is not going to enhance till after the Lunar New Year break in February. LCD panel shortages are additionally haunting second-tier TV distributors who concentrate on smaller measurement segments. Teh automotive market, hit onerous by COVID-19 earlier this 12 months, is recovering, with automotive chipmakers keenly inserting orders with their suppliers.
Yageo sees stock keep under wholesome ranges: Yageo now has about two months of MLCC stock, which is unlikely to succeed in wholesome ranges till after the Lunar New Year break, because of issue in recruiting new manufacturing staff earlier than the vacation interval in February, based on the passive part vendor.
Second-tier TV manufacturers grappling with panel shortages: Second-tier TV manufacturers specializing in small-to-medium display screen measurement segments face mounting stress of inadequate provide from panel makers who’re giving manufacturing precedence to large-size functions, based on business sources.
Chip demand for automotive electronics gaining momentum: Chip demand for automotive electronics functions has been ramping up considerably for the reason that fourth quarter of 2020 together with the gradual restoration of world automotive gross sales, which is anticipated to function a development driver for the semiconductor provide chain in 2021, based on business sources.