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Although electronics components saw a little movement in leadtimes and pricing in the month of March, April — with a few exceptions– is trending back toward stability.
According to Avnet’s latest Market and Technology Trends report, discretes and memory are two categories worth keeping an eye on. Leadtimes in discrete components are stretching out to as much as 26 weeks, resulting in an uptick in average selling prices (ASPs). Avnet’s citing a leadtime range of 4 to 26 weeks because the component category is so vast.
Leadtimes for memory products range from 6 weeks to allocation, and ASPs are rising. Mobile DRAM is more expensive than other memory products, Avnet product experts say, and now represents 28 percent to 30 percent of all DRAM sales versus 10 percent in 2012. As a result of higher pricing in mobile, other DRAM ASPs are ticking up as well.
The only other product category to show some activity is commercial interconnect, where leadtimes have decreased since March and pricing has stabilized.
For analog, communications, DSP and other chip categories the story remains the same: leadtimes and pricing are stable. IP&E products are telling the same tale.
One interesting note, however, is in commercial passives. Leadtimes are showing a range of stock to 56 weeks. Avnet is advising there have been signs of leadtime extensions as well as some fluctuations throughout multiple suppliers and is recommending customers contact suppliers for more specific leadtimes on specialty products. Even with this volatility, prices are — you guessed it — remaining stable.
(Click image to enlarge)April 2014 Market & Technology Report
