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NXP, Automotive MCUS hot again?

2023-11-03

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In recent months, there have been a lot of NXP (NXP) FS32K144, FS32K146 model shipments and demands on the market, looking at all models, buyers and sellers series are consistent, the last look, often the model suffix is not on, "the other side and I can provide, although it is FS32K146, can not pin on." Some people see the purchase information, but they are out of stock.

 

Is NXP in demand? How has the S32K series caught fire in the market recently?

 

01Prices start to rebound

 

In March last year, NXP 32-bit MCU represented by FS32K144HAT0MLHT has returned to a double-digit market price, this chip in 2021 was specked to a high price of three or four hundred, and was also one of the most out of stock automotive chips at that time, after another year of price reduction, this year's price has basically bottomed out and returned to the normal price.

 

Since the beginning of this year, NXP original factories and agents have signed guarantee agreements with large customers, and through the expansion of production capacity and production line optimization to meet the needs of the vehicle factory, NXP supply has been mostly eased in the second quarter. While supply has eased, demand has calmed down a lot this year, and as early as March, customers needed better prices for the S32K series before stocking up.

 

By May, FS32K14xxx became a hot demand in the S32K series. With the passage of time, FS32 series supply began to differentiate in July, FS32KK144, FS32K142 gap has been greatly reduced, the shortage is mainly concentrated in FS32KK146, FS32KK148.

 

Some insiders observed that in September, FS32K series 144, 146, etc., the demand has increased a little, but customers have higher price requirements. By October, the customer's sensitivity to the price seems not so high, a friend said that "the demand has become more in the last two weeks, before the price just hit the bottom, but recently the price of a small rise in the model, also some people buy."

 

The following figure is the incomplete list of FS32K144 and FS32K146 series purchases and shipments organized by Core Shiyang in recent months, and it can be seen that the demand information around the two in the market is very complex, and the demand is mostly 146 series, while the shipment is mostly 144 series.

 

Some people want to buy FS32K144HAT0MLHT at present, the offer on some platforms has risen to 38-45 yuan, before stable at more than 30 yuan. And another FS32K144HFT0MLLT recently rose to 36 yuan, their spot inventory in September to October have significantly decreased.

 

The FS32K144 and FS32K146 are NXP 32-bit automotive MCUS that support automotive and industrial applications with ASIL B (ASIL Level, Automotive Safety Integrity Level), both of which belong to the S32K14x series, and their performance is in the middle and low range of the complete series.

 

NXP designed MCU/MPU and other products can be widely used in automotive, industrial control, Internet of things and other fields, among which the MCU/MPU based on the S32 automotive platform has obvious advantages in safety and efficiency, and has been adopted by the world's mainstream OEM manufacturers. NXP's S32 series is based on the ARM Cortex architecture, including:

 

The S32K MCU is used in general automotive and industrial applications to achieve ASIL B/D high safety and security;

 

S32G automotive network processor for high-performance applications related to service-oriented gateways, domain controllers and security coprocessors;

 

S32S Vehicle Safety Dynamics MCU to manage safe acceleration, braking and steering for future autonomous and electric vehicles;

 

The S32R45 radar processor for high-performance, safe and reliable processing of long-range radar imaging.

 

Specifically, the FS32K146 performance is higher than FS32K144, FS32K146UATOVLL, FS32K146HATOVLL, FS32K146HFTOVLQ and other models can be seen in the market.

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According to the naming rules of NXP S32K1XX, the penultimate adaptation temperature is divided into three grades from V, M and W, with the lowest temperature being -40 ° C, and the highest temperature being 105, 125 and 150, respectively, increasing step by step. The penultimate number consists of two letters, each representing a different number of pins, such as LU > LQ > LL > LH > LF. The boss can provide FS32K146HATOMLQT, and the number of pins represented by "LQ" is 144, which is different from the "LL" 100 pins requiring FS32K146HATOMLL.

 

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