RE149 Q1 2025 Market Insights V3 - Flipbook - Page 6
Market Updates by Company – March 2025
Analog Devices Inc. (ADI)
ADI has announced the termination of its franchise agreement with WT Micro, with orders accepted until the end of April and
deliveries ceasing by June 2025. The official agency relationship will end on July 26, 2025, as part of ADI’s global sales strategy
adjustments. Customers are advised to finalize their ADI product orders before mid-April to avoid supply disruptions.
Nvidia
Nvidia has reportedly shifted some of its orders from Monolithic Power Systems (MPS) to Infineon, impacting SLB Series production
and extending lead times. Last year, similar supply chain disruptions led to a shortage of MP5991GLU-Z due to Nvidia’s demand.
While there is no official confirmation, multiple industry sources in China have reported the change.
NXP Semiconductors
NXP’s pricing remains relatively stable, though certain product numbers have experienced price increases. Automotive chip
demand has weakened, leading to inventory pressures, particularly for general automotive components. Wenye has overtaken
Arrow to become the world’s largest distributor, generating $29.3 billion in annual revenue.
Texas Instruments (TI)
TI has seen a slight price increase with a reduction in loss-making shipments, stabilising profitability. Most general materials are
operating at low margins with a rapid turnover strategy to optimise inventory and cash flow. Additionally, reports indicate
internal restructuring efforts, integrating new employees into TI’s systems.
Infineon
Infineon’s BTT-, BTS-, BSC-, and IR- series are facing severe shortages, significantly extending lead times. Some end customers
are experiencing delays of up to three months compared to their requested delivery schedules. The BTT- series, which
operates on 24V systems for engineering vehicles, is the most affected.
Market insights
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