Latest ADI Materials and Popular Sensor/Interface/DSP Models: Diverse Demand, Focusing on Main Trends

"The changes in the semiconductor industry cycle have resulted in differences in the timing of demand for various materials. Looking back at last year's highly searched materials, they were mainly automotive and power-related materials, reflecting the fundamental shortage of automotive chips at that time. Now, as the cycle progresses, demand is changing, and the most searched materials are being updated accordingly."

From the real-time market data tool 'Innovation Chip Index,' we can see the situation of recently popular materials. The continuous deepening of local industrial intelligence has led to the rising popularity of numerous signal chain chips and sensor-related materials, covering many brands such as ADI.

Two ADI Isolated Transceivers

As a crucial component of smart industrial production lines, interface materials have long drawn our attention. The currently popular ADI RS-485 interface chip, ADM2587EBRWZ, has been quite sought after since the beginning of the year. By the end of April, its weekly search volume reached over 3,800 times, surpassing previous peak levels. It fell to around 2,500 times per week in May, which is still higher than the usual weekly average. Overall, its price has slightly increased compared to earlier periods. The inventory level has decreased over the past two months, reflecting a high actual demand.

Figure1-Two ADI Isolated Transceivers

ADI's lineup of RS-485 interface chips is extensive, and the high demand is not limited to just one model. For comparison, the peak search volume for the ADM2582EBRWZ also occurred at the end of April, reaching around 1,500 searches. However, its weekly search volume generally fluctuates around 1,000, and its peak at the end of April was not as significantly higher than usual compared to the ADM2587E. The price has remained steady at around 24 yuan, and the inventory level has not fluctuated much over the past two months. Overall, the demand for this material is not as strong as for the ADM2587E.

It is also worth noting that the overall popularity of ADI materials has been quite high recently. For example, digital isolators such as the ADUM1201ARZ and ADUM1411ARWZ, RF transceiver AD9361BBCZ, instrumentation amplifier AD623ARZ, and digital-to-analog converter AD7616BSTZ have all been in high demand. ADI's materials are solid in high-end application fields and are difficult to replace. Therefore, it is understandable that their popularity increases rapidly when there is market demand.

Three ADI and ST accelerometers

Recently, some accelerometer sensors have gained popularity, and ADI is among the notable brands. The ADXL355BEZ has seen a surge in interest lately. ADI recommends this material for new designs, has a temperature range of -40 to 125 degrees, and features digital output. At the end of April, its weekly search volume exceeded 2,000 times, and the post-holiday rebound was also strong, recently recovering to over 1,600 times per week. Its price has risen to around 350 yuan, significantly higher than before, and its inventory level significantly decreased between April and May. Overall, based on the index trends, this material currently has strong demand.

Figure2-Three ADI and ST accelerometers

Besides ADI, ST has also recently had two highly popular accelerometers, but their prices are not in the same league as the former. The LIS3DHTR's popularity significantly increased to over 2,500 times between April and May, a level never reached before. Its price has increased recently, and its inventory has been continuously decreasing since April, indicating that the demand for this material has strengthened.

Figure3-LIS3DHTR

Compared with the former, the search volume of LIS2DW12TR did not increase significantly. It was even lower in May, but its price also increased to a certain extent, and the inventory was generally lower than in the previous period. Overall, the demand is not as good as for other ST materials. The accelerometer is the core component of the inertial measurement unit (IMU). Currently, the more popular application fields are the navigation modules of smart cars and drones. These two markets are in a period of expansion and will stimulate more demand for accelerometers.

DSPIC30F2010-30I/SP

This Microchip brand RISC architecture 16-bit digital signal processor (DSP) is suitable for motor control, power management, signal processing, and other applications. This material has been very popular since March. It fell back in April. It became popular again in May and the search volume increased significantly than before. The price was also higher than in March. In addition, the inventory of this material has been continuously released since March. , reaching a higher level in May, indicating strong demand.

Figue4-DSPIC30F2010-30I/SP

EFM8BB21F16G-C-QFN20R

This material is part of Silicon Labs' Busy Bee series of 8-bit MCUs and can be used in consumer electronics, motor control, medical, and lighting applications. The search volume for this material increased significantly in April and slightly decreased in May, but it remains much higher than before. The price has stabilized at just over 4 yuan, but the inventory level has sharply decreased from six figures in March to the current five figures. The contrasting trends of search volume and inventory level indicate that the current demand for this material is strong.

Figure5-EFM8BB21F16G-C-QFN20R

BD37033FV-ME2

This material is an audio DSP from Rohm with AEC-Q100 automotive certification, used in car audio systems, small audio systems, micro audio systems, and televisions. The search volume for this material peaked in April, but its price has recently increased significantly. Coupled with the substantial decrease in inventory since April, this indicates strong current demand for this material. The drive for smarter vehicles, leading to a higher demand for better audio experiences, might be the reason for the popularity of such audio chips.

Figure6-BD37033FV-ME2

TLV320AIC23BIPWR

Another audio material that has become increasingly popular is TI's TLV320AIC23BIPWR. The number of searches for this material in the past week has far exceeded that before, with nearly 1,000 searches. Where did such a high increase come from? We can switch to the daily data mode in the "Chuangxin Index". From this we can see that the day with the most searches was May 17, reaching more than 500 times. In addition, the single day with the most searches was May. On the 15th, it reached more than 200 times. From this point of view, the demand for this material is urgent.

Figure7-TLV320AIC23BIPWR

Checking the "Technical Information" column, you can find that the material is in a discontinued state, which is inevitably related to its surge in demand. The risk warning also indicates that the procurement risk and design risk are very high, reminding the demander to pay attention to stocking up or changing the design.

Figure8-TLV320AIC23BIPWR-2

FD6288Q

This material is a Toshiba brand photocoupler, which can be used in industrial inverters, air conditioning inverters, MOSFET gate drivers, IGBT gate drivers, induction stoves, household appliances, and other fields. According to the official introduction, this material is an ideal choice for gate driving of small to medium-capacity IGBTs and power MOSFETs.

Figure9-FD6288Q

In terms of market conditions, the search volume for FD6288Q has increased significantly since April and decreased in May; the recent price has decreased compared to before; while the inventory has experienced a significant decrease in April and then increased in May. promote. Judging from the opposite trends in search volume and inventory, this material has strong demand, but it is not enough to support price increases.

FT601Q-B-T

This material is a USB to FIFO interface bridge chip from the British original manufacturer FTDI, which can be used with various USB 3.0 interface devices. The search volume of this material has increased significantly since May and has not stopped during the holidays, which reflects the urgent demand for this material. In terms of inventory changes, this material has experienced significant changes in two months. In April, it dropped significantly from the previous peak, and it remained at a low level in the last week of May.

Figure10-FT601Q-B-T

RTL8211E-VB-CG

Another material that has been rapidly gaining popularity recently is Realtek’s Ethernet transceiver RTL8211E-VB-CG. In the early stage, the number of searches for this material was about 1,000 times per week, and the number has increased to 3,000 times in the past week; the price has maintained a steady growth trend in the past two months; the inventory has experienced a process of rising first and then falling, and is currently at a low value. Taken together, the material currently has strong demand and the price has risen, indicating that there is a lot of real demand and strong support.

Figure11-RTL8211E-VB-CG

conclusion

Compared with last year's trend of focusing on automotive-grade materials, the current application areas of hot-searched materials are more scattered, but they are not irregular. The new batch of hot-searched materials accounts for a large proportion of interfaces, couplers, and sensors, adapting to the current needs of industrial upgrading, automotive intelligence, and drones. Some materials have been popular since earlier this year and will continue to be popular. to date.