Chip<\/a> delivery times are shrinking, but shortages are persisting in many areas, according to new research.
Lead times -- the gap between when a semiconductor is ordered and when it is delivered -- averaged 26.9 weeks in July, compared with a revised 27 weeks in June, according to research by Susquehanna Financial Group. It was the third consecutive month that lead times narrowed.
While that overall indicator improved, supply of power management parts and microcontrollers -- particularly those used by automakers and industrial equipment manufacturers -- remained tight, the research showed. Lead times for power management chips, for example, increased to 32 weeks in July from 31.3 weeks in the prior month. Prices of some products are still going up.
“In terms of the broader industry, we still wait for inventory and over-ordering issues to subside,” Susquehanna analyst Chris Rolland said Thursday in a research note.
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Chip bottlenecks have hit companies from Cisco Systems Inc.<\/a> to Ford Motor Co.<\/a>, costing billions of dollars in lost revenue because they can’t get enough semiconductors for their products. But the view of those buyers is in stark contrast to what some chipmakers have reported in the current earnings season.
Nvidia Corp.<\/a>, Intel Corp.<\/a> and others have indicated a steep drop in demand from personal computer makers. Micron Technology Inc. said it’s also beginning to see slower purchasing of components by owners of the massive data centers that are the backbone of the internet and corporate networks.
Highlighting declines in computers, desktop processor shipments dropped to their lowest level in nearly three decades in the second quarter, according to Mercury Research<\/a>. Total processor shipments experienced their largest year-over-year falloff since about 1984, according to analyst Dean McCarron.
Intel was hit disproportionately hard. Rival Advanced Micro Devices<\/a> Inc., in contrast, made gains across the board.
“AMD<\/a> gained share in the second quarter and set a new record high at 31.4%,” McCarron said Thursday in a report. While the overall market for expensive server processors was down, AMD increased its sales and gained share for a 13th consecutive quarter, he wrote.
Investors have already decided the chip industry has slid into one of its periodic downturns. The Philadelphia Stock Market Semiconductor<\/a> Index is down 24% this year.
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半导体:一些芯片拖累甚至短缺,行业溃败的迹象
芯片瓶颈达到公司思科系统(Cisco Systems inc .)和福特汽车(f.n:行情),花费数十亿美元的收入损失,因为他们不能获得足够的半导体产品。
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芯片交货时间减少,但短缺持续在许多地区,根据一项新的研究。
交货期,当半导体之间的差距是订购和交付时——7月平均为26.9周,而修改后的6月27周,根据Susquehanna金融集团的研究。这是连续第三个月交货期缩小。
虽然总体指标改善,供应电源管理部分和微控制器——尤其是那些使用的汽车制造商和工业设备制造商——仍然紧张,研究显示。交货期为电源管理芯片,例如,增加到32周7月前月的31.3周。一些产品的价格仍在上升。
“更广泛的行业,我们仍然等待库存和经济学问题平息,“萨斯奎哈纳分析师Chris罗兰周四在一份研究报告中表示。
罗兰的研究表明在一些地区需求的下降的行业——尤其是组件用于个人电脑和智能手机尚未转化为整个行业短缺的结束。整体交货期仍超过两次他们将在一个“健康”的市场,他写道。
芯片瓶颈了公司思科(csco . o:行情)。来福特汽车(f.n:行情)。耗资数十亿美元的收入损失,因为他们不能获得足够的半导体产品。但这些买家的观点形成鲜明对比。一些芯片制造商已经报告了在当前的财报季。
Nvidia Corp .),英特尔(intc . o:行情)。和其他人表示从个人电脑制造商的需求急剧下降。美光科技公司表示,它也开始看到放缓采购组件的所有者的大规模数据中心的网络和企业网络的支柱。
强调减少电脑、桌面处理器的出货量降至近三年来的最低水平在第二季度,据汞的研究。处理器总出货量经历了约1984以来最大同比下降,据分析师Dean McCarron。
英特尔是重创不成比例。竞争对手高级微设备公司,相比之下,取得了成果。
”AMD获得第二季,并创造一个新的纪录高点31.4%," McCarron说周四在一份报告中称。而昂贵的服务器处理器的整体市场下跌,AMD增加销售额和获得13个季度份额,他写道。
投资者已经决定芯片行业已经陷入周期性低迷影响。的费城股票市场半导体指数今年下跌了24%。
芯片交货时间减少,但短缺持续在许多地区,根据一项新的研究。
交货期,当半导体之间的差距是订购和交付时——7月平均为26.9周,而修改后的6月27周,根据Susquehanna金融集团的研究。这是连续第三个月交货期缩小。
虽然总体指标改善,供应电源管理部分和微控制器——尤其是那些使用的汽车制造商和工业设备制造商——仍然紧张,研究显示。交货期为电源管理芯片,例如,增加到32周7月前月的31.3周。一些产品的价格仍在上升。
“更广泛的行业,我们仍然等待库存和经济学问题平息,“萨斯奎哈纳分析师Chris罗兰周四在一份研究报告中表示。
芯片瓶颈了公司思科(csco . o:行情)。来福特汽车(f.n:行情)。耗资数十亿美元的收入损失,因为他们不能获得足够的半导体产品。但这些买家的观点形成鲜明对比。一些芯片制造商已经报告了在当前的财报季。
Nvidia Corp .),英特尔(intc . o:行情)。和其他人表示从个人电脑制造商的需求急剧下降。美光科技公司表示,它也开始看到放缓采购组件的所有者的大规模数据中心的网络和企业网络的支柱。
强调减少电脑、桌面处理器的出货量降至近三年来的最低水平在第二季度,据汞的研究。处理器总出货量经历了约1984以来最大同比下降,据分析师Dean McCarron。
英特尔是重创不成比例。竞争对手高级微设备公司,相比之下,取得了成果。
”AMD获得第二季,并创造一个新的纪录高点31.4%," McCarron说周四在一份报告中称。而昂贵的服务器处理器的整体市场下跌,AMD增加销售额和获得13个季度份额,他写道。
投资者已经决定芯片行业已经陷入周期性低迷影响。的费城股票市场半导体指数今年下跌了24%。
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