Thus far in 2023, small case size tantalum capacitor global sourcing activity is down 22% amid weak consumer electronics demand. Push back on supplier and EMS pricing and negotiate parts with high inventory levels.

Nearly 60% of at-volume FPGA part numbers were quoted at more than 52-week lead times in Q2 as a result of above average automotive infotainment and display application demand.

Pricing has been falling since November, with channel inventories ballooning 139% year-on-year. Q1 lead times on average fell sequentially by 20% but remain at over two times the Commodity IQ Lead Time Index baseline.

Mainland Chinese manufacturing wages are up 6.6% in 2023, averaging 43.26 CNY per hour (~6.29 USD), about 30% higher than the average in Mexico and close to double that of the average in India. With Vietnam’s extremely low unemployment rate and its labor force participation rate at nearly 70%, manufacturing worker shortages are inevitable in 2023.

Year-on-year sensor lead times into Q2 further normalized, except for automotive devices. While sensor sourcing actions are forecast to rebound quarter-over-quarter in Q2 by a healthy 7.5% – compared to 2022, Q2 demand will be off by 14%.

India is almost half. Indian average per hour manufacturing wages are still currently much lower than those in mainland China.

Year-on-year in Q1 2023, sensor lead times are stable, with some reductions except for automotive products. Consider rationalizing your supply base to reduce cost

For conventional 8, 16, and 32-bit MCUs and MPUs in Q2 2023.

Analog power IC channel inventory grew 63% in Q4 2022

Cobalt demand is down, due in part to other battery technology ramping and some easing of the EV growth curve