Week 40, 2025 Electronics Component Industry Highlights
📅 (2025/09/29 – 2025/10/05)

📈 Top Demand Surges (Most Inquired Models)
The market saw strong movements across RF front-ends, high-speed converters, and embedded logic this week:

• HMC652LP2E surged +181.90%, marking renewed momentum in RF gain and phase control devices.

• AD9253BCPZ-105 (+109.26%) and AD9650BCPZ-105 (+22.33%) indicated rising attention to precision ADCs.

• GV7600-IBE3 (+59.29%) and EP2C5Q208C8N (+27.61%) reflected steady recovery in video signal processing and FPGA demand.

• BMI160 (+40.74%) continued to lead in motion sensors for wearables and IoT.

• TXS0102QDCURQ1 (+22.97%) highlighted increasing use of automotive-level voltage translators.

🔍 Weekly Inquiry Volume Leaders
Inquiry volumes sharply contracted after several weeks of strong demand — suggesting a short-term cooldown:

• STM32F103C8T6 remained the top-searched model, though inquiries fell -64.64%.

• W25Q128JVSIQ (-64.12%) and STM32F407VET6 (-56.32%) also saw steep declines.

• MEMS sensor ICM-42688-P dropped -59.87%, while STM32F405RGT6 fell -68.11%.

• AT7456E (-68.43%) and LM358DR (-73.96%) posted the largest dips, indicating broader softness across general-purpose analog and video encoding components.

💸 Top Price Movements
Top Increases:
Analog and discrete parts led the rebound this week:

• CLA4610-085LF +296.40% and TPS51200DRCT +289.11% surged on tight supply in PMICs.

• Commodity regulators AMS1117-3.3 +283.17% and AT24C02C-SSHM-T +253.23% continued price recovery.

• MMBT3906 +235.37%, AO3400A +224.56%, and LL4148 +219.75% reflected strong low-cost discrete demand.

Top Declines:
Correction spread across power and mixed-signal chips:

• MP9943GQ-Z (-69.82%) and 74HC14D (-67.02%) led the pullback.

• Video processor ADV7391BCPZ (-60.14%) and comparator LM2903DR (-55.29%) fell sharply.

• Memory MT25QL512ABB8E12-0SIT (-54.67%) and MP5016HGQH-Z (-49.49%) declined, signaling easing supply tightness.

📦 Inventory Trends
Top Surges:
Supplies rebounded across networking, DDR, and PMICs:

• KSZ8081RNBIA skyrocketed +1,956.95% on renewed Ethernet PHY stocking.

• MT53E1G32D2FW-046 WT:B +725.97% showed strong DRAM replenishment.

• FT4232HL-REEL +230.98% and STM32F103TBU6 +112.67% reflected MCU and interface controller recovery.

• Power modules like TPSM63610RDFR (+109.78%) and amplifiers AD9826KRSZRL (+104.12%) also expanded.

Top Declines:
Inventory depletion hit storage, analog, and interconnect devices:

• SDINBDG4-8G-XI1 (-72.24%) and 88Q2220MB0-NYA2A0G1 (-63.24%) saw heavy drawdowns.

• FPGA and MCU components like P8911-Y0Z001FNG8 (-56.35%) and STM32G431KBU3 (-45.14%) tightened.

• Connector-related parts U.FL-R-SMT-1(80) (-41.99%) and ADXL357BEZ-RL7 (-41.91%) also showed declines.

🧠 Most Inquired Brands
Industry leaders maintained dominance:
TI, ADI, onsemi, ST, Microchip, Infineon, Vishay, NXP, UMW, Diodes

🚀 Fastest Growing Brands
Regional and power component suppliers surged this week:

• Cystekec/全宇昕 exploded +15,846.67%, reflecting renewed focus on discrete transistor alternatives.

• Richtek/立锜 (+52.14%) and Traco Power (+54.89%) gained traction in power management and industrial-grade converters.

• TAK CHEONG/德昌, Bosch, Honeywell, and Nichicon (all +57–61%) rose on steady automotive and sensor demand.

• Semtech, MACOM, and CBI hovered around +61–62%, showing a strong trend in RF and signal chain components.

📊 Category Momentum
Most Inquired Categories:
Microcontrollers, operational amplifiers, MOSFETs, linear regulators, DC-DC converter chips and modules, rectifiers, Flash, FPGAs, and ADCs continued to dominate.

Top Risers:
Momentum concentrated in power and signal interface components:

• IGBT Modules (+50.79%), Image Sensors (+55.14%), DDS (Direct Digital Synthesizers) (+58.62%), and PoE Controllers (+58.97%) led the wave.

• Supporting categories like Backplane Connectors, Digital Bipolar Transistors, Optical Transceivers, and Thermistors all rose around +60%.

🧭 Cerametronics Weekly Insight
The market entered a short-term consolidation phase following weeks of heightened activity. Sharp declines in mainstream MCUs (STM32 series) and Flash memory (W25Q, KLM8G1) reflect normalization of Q3 procurement. Meanwhile, RF, sensor, and power management ICs reemerged as focus areas — notably HMC652LP2E and AD9253 series.

Price recovery in discrete and analog categories (AMS1117, TPS51200) suggests a rebound in small-volume industrial and repair markets, while inventories showed bipolar behavior — restocking in DDR and PHY, but heavy drawdowns in embedded and storage parts.

💡 Outlook: Expect gradual stabilization as demand shifts toward Q4 power modules, automotive-grade transceivers, and image sensors.

✨ Stay ahead with proactive sourcing and early supplier alignment.
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