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Gelonghui
2021.08.16 23:01

MCU 缺货警报再拉响：产能接近腰斩 交期超 6 个月已成常态

据台湾工商时报，MCU 6 个月以上的交期已属常态，也就是说，Q3 新订单要到明年才能交付；供应紧缺态势至少延续至年底，订单能见度则直达明年上半年。供不应求下，价格逐季上涨。另据 Susquehanna Financial Group 报告显示，MCU 短缺状况在 7 月份加剧，交付周期达 26.5 周，以前通常为 6-9 周。除去晶圆代工、封测产能供不应求，5G、电动汽车等下游市场需求激增等因素之外，疫情是此次 MCU 缺货警报大作的关键原因。
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