Automotive chips are still in short supply, and MCU channel providers expect a 15-20% increase in Q2

In 2022, automotive chips are still in short supply. Channel providers predict that the price of automotive micro control chips (MCU) will continue to rise in the second quarter, with an average increase of about 15 ~ 20%.

However, some IDM factories also revealed that they have not started the price increase notice and negotiation at present, and the quotation estimate for the second quarter is expected to be stable, especially for the vehicle parts, many of which have signed long-term contracts. However, for the schedulable capacity part, a new round of contract negotiation will be launched.

Because there are too many suppliers and car factories who rush to buy chips, foreign media, including Renesas, NXP, decided to increase the price of car specification chips by 10-20%. In mid February, the network also sent a notice letter from Infineon to downstream distribution partners, announcing the price increase.

In addition, from the financial report, the performance of major auto chip manufacturers such as Infineon, NXP and Italian French semiconductor in the last fiscal quarter basically exceeded the guidelines. At the same time, in the conference call, the three companies are emphasizing the strength of auto chips, while this year's capacity bottleneck is still very serious. The three major companies have a positive attitude towards the price rise of chips, believing that the price rise is more cost driven, and at the same time, it is brought about by product upgrading. The price rise is not deliberately manipulated by chip companies. In the wave of electric and intelligent vehicles, the current price changes will be trend.