Car use, discontinued production, high prices: A new batch of "internet celebrity materials" are on the road (with innovation index search popularity statistics attached)

It has been over April this year, during which the market mainly focuses on destocking. As the traditional peak season approaches, several industries with longer destocking cycles in the past, such as PC and TV, are gradually establishing new component stocking. In the automotive industry, the overall supply of materials has improved, with some materials that are crucial and difficult to replace becoming the focus. Some newly emerging hot materials have the potential to further break high price records.

Overall, with the transition from off peak season to industrial cycle, there have been some changes in the market compared to before, which are reflected in the hot search list of the "Innovation Index" in April.

Innovation Index April Hot Search List

It is not difficult to find some "new faces" from the list, among which the most eye-catching is still the high priced car cores. In addition, the hot topic conversion of MCU and some special general-purpose materials are also the focus of industry attention.

O3853QDCARQ1

Innovation index O3853QDCARQ1 hot search changes

The model of this material on TI's official website is TPS653853-Q1, belonging to the power management IC. It has passed AEC-Q100 vehicle certification and is suitable for safety related applications in the automotive and industrial fields. It is specifically used in MCU power supply circuits. The innovation index of this model has continued to grow in popularity recently, and its source of popularity is high prices. In recent months, the price of this model has been fluctuating at the level of thousands of yuan, while its official website price is only $3.842.

VNQ7040AYTR

Innovation Index VNQ7040AYTR Hot Search Changes

This model is a four channel high-end driver of ST, certified by AEC-Q100 vehicle regulations, mainly suitable for automotive turn signals. From the hot search changes of the innovation index, it can be seen that the model's attention and popularity surged in April, and its market price also reached four digits in April.

TLE8082ESXUMA1

Innovation Index TLE8082ESLUMA1 Hot Search Changes

This model is the Infineon TLE8082ES small engine management IC, which is a matching chip for TLE8080 xEM and TLE8088EM. According to the official introduction, this model supports the EURO5/BHARATVI 2-/3 wheeled internal combustion engine system that complies with OBDII standards, with a focus on enhanced electronic fuel injection (EFI) technology, which can meet the requirements of modern emission standards and engine management system regulations. This model saw a sharp increase in attention in April and became a new "internet celebrity".

MCF5282CVM66

Innovation Index MCF5282CVM66 Hot Search Changes

This model is NXP vehicle MCU and is not recommended for new designs, as its lifecycle is approaching its end. The high price of this model, which costs thousands of yuan, has been maintained for a long time. It has been in a high heat state in the innovation index for three months, and its heat decreased slightly in April, but still remains at a high level. This sign indicates that there is still high market demand for this model, indicating that its high price will continue.

Summary: With the improvement of the overall supply situation, the development of "long and short materials" for car cores has reached a new stage. In the case of relatively sufficient stock of long materials in the vehicle chain, materials that play a crucial role but are difficult to supply become the focus of demand. The above-mentioned hot search materials and high priced car cores are all from large factories and are used in key systems such as automotive power and power supply, playing a crucial role. The current level of domestic substitution is extremely limited, making these materials an insurmountable obstacle, thus constantly breaking records in terms of popularity and price.

TMS320F28335PGFA

Innovation Index TMS320F28335PGFA Hot Search Changes

In terms of popularity, TI's MCU has long been on par with the STM32 series, but its popularity has recently declined. From the records of the innovation index in recent months, it can be seen that the price of this material is in a downward trend, reflecting a decrease in market demand for it.

STM32F429IGT6

Innovation Index STM32F429IGT6 Hot Search Changes

The popularity of TMS320 is decreasing, while the popularity of STM32 is increasing day by day. The popularity of STM32F429IGT6 reached a new high in April, and its price has shown a fluctuating upward trend in recent months. However, within the STM32, compared to the high-performance F429 series, the price trend of the F103 series is completely different. This phenomenon indicates that the focus of the current shortage and price increase is on high-end materials, and the shortage of entry-level materials has basically come to an end.

MPXAZ6115AP

Innovation Index MPXAZ6115AP Hot Search Changes

The NXP pressure-sensitive sensor, which integrates a 16 bit ADC, saw a sharp increase in popularity in April, with prices rising to over 1000 yuan during the same period. According to this trend, this model also has the potential to become a "popular material" on the internet.

ADS1248IPW

Innovation Index ADS1248IPW Hot Search Changes

This model is a TI ADS124x 24 bit, 2kSPS, analog-to-digital converter with programmable gain amplifier (PGA), used for sensor measurement. In recent months, the heat and price of this material have continued to rise. Its official website price is $5.866, but it has now risen to the level of a thousand yuan.

OPA2277UA/2K5

Innovation Index OPA2277UA/2K5 Hot Search Changes

This model is a TI operational amplifier, and the significant increase in popularity in the past two months is likely related to rumors of its retirement. There are reports that TI may replace it with a newer model. In addition, the popularity of the associated model OPA2277UA is showing a synchronous growth trend.

Conclusion: Among the recent hot materials, the most eye-catching ones are still some high priced car cores. They are commonly used in key systems such as automotive power and batteries, and are currently irreplaceable. The shortage of supply directly leads to their high prices. In addition, some high-end analog chips and discontinued materials have also become hot topics in the current market. Overall, the improvement of the supply situation for most chips, even oversupply, is in stark contrast to the oversupply of some high-end materials and automotive materials. The improvement of these scarce material supplies depends on both factory expansion and domestic substitution to provide higher cost performance solutions.