NXP: Prices are still trading lower
2023-10-25
NXP: Prices are still trading lower
NXP demand is still very weak, general class MCU LPC17x, interface IC class TJAx delivery has been eased, automotive materials such as FS series 144, 146, demand has increased a little, but sensitive to price requirements. The demand for older products such as I.MX series is stable, such as MCIMX6Yxxxx, which also needs good price support to obtain orders. With the easing of the shortage, the transaction price is still falling, such as the net red material MCF5282xxxx from 300-400 US dollars last month, to this month has fallen to 120-150 US dollars. The original factory has raised the price for several rounds, and the cost of most products has increased.
German carmaker Volkswagen said it has started sourcing important chips directly from 10 manufacturers including NXP, Infineon and Renesas Electronics to avoid a chip supply shortage. Based on TSMC's joint venture fabs, NXP is developing 5-nanometer process products.
