Monthly Market Insights - December 2025 2 - Flipbook - Page 4
Supplier reports, China export controls, and
Internal disputes
The following information has been compiled exclusively by Rebound Electronics’ Market Intelligence team,
gathered directly from Nexperia and its network of suppliers. These updates highlight a series of significant
supply-chain disruptions, primarily related to the company’s China operations:
1. Export Control Notification (China)
4th October 2025
•
•
Nexperia received official notice from the
Chinese government prohibiting the export
of certain finished components and subassemblies manufactured in China.
Shipments of unaffected inventory
continue under a controlled order-entry and
fulfilment system to ensure fair allocation.
2. Dongguan Factory Crisis
•
Operations at Nexperia’s Dongguan
facility were disrupted, with a four-day work
week implemented.
•
Customers were advised to avoid using
affected components in new designs.
•
Products shipped prior to 13 October
2025 remain fully compliant; shipments
after this date cannot be guaranteed.
3. Domestic Sales Resumption
23rd October 2025
4. Wafer Supply Suspension
6 - 7th November 2025
•
Nexperia China resumed sales for domestic
distribution only, with transactions
conducted in RMB, temporarily limiting
exports.
•
Nexperia (Netherlands) suspended wafer
shipments to its China facility due to nonpayment by the subsidiary.
•
•
Allocation delays affected key components,
including BAV99, BAT54, BZX84, PMEG, PESD,
and BSS84AK.
The Netherlands-based headquarters
reported unauthorised use of company
seals, unapproved bank accounts, and
unauthorised external communications.
•
Automakers, including Nissan, were
directly affected, reducing production by
approximately 900 Rogue SUVs, with similar
risks for Volkswagen and others.
•
Given that roughly 70% of Nexperia’s
products are packaged and tested in China,
these disruptions could result in global
packaging shortages, particularly in Europe.
5. Counterfeit Alerts
Early November 2025
•
A surge in counterfeit Nexperia components was reported, particularly for
models PESD24VL1BA and BAS316-QX.
•
Clients are advised to purchase only from suppliers with robust quality-control processes and to
verify authenticity through authorised distributors.
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