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Week 01, 2026 Electronics Component Industry Highlights
📅 (2025/12/29 – 2026/01/04)
🌏 Global Industry Overview (Week 01)
Week 01 opened the year with a typical “holiday lull + early-year procurement reset” pattern: top searched models stayed familiar (MCUs + Flash + sensors), but overall demand indicators softened, while pricing and inventory signals diverged sharply—especially in protection diodes, discretes, and power ICs.
🔹 Demand Reset After Year-End Builds
Core demand models remained the same leaders (STM32 + Winbond Flash + sensors), but most showed WoW pullbacks, consistent with holiday shipping slowdowns and budget refresh cycles.
🔹 Pricing Dispersion in Protection & Discretes
Price surges clustered heavily around diodes / ESD / TVS parts, suggesting spot shortages + channel re-pricing.
Meanwhile, several power ICs (MP series) saw steep price declines—often a sign of inventory digestion or channel correction.
🔹 Inventory: Rebalancing Into Q1
Large inventory jumps appeared in logic (CD4060), isolation (ADuM1400), and precision reference families (ADR02)—typical of distributors repositioning stock for Q1 projects.
Inventory drops in USB interface and some discretes hint at tight allocations in specific lines.
📈 Top Demand Models
| Rank | Model | WoW Change | Description |
|---|---|---|---|
| 1 | W25Q128JVSIQ | 🔻26.14% | SPI Flash – still #1, but demand cooled post-holiday |
| 2 | STM32F103C8T6 | 🔻32.31% | MCU – broad demand leader, seasonal pullback |
| 3 | ICM-42688-P | 🔻3.51% | 6-axis IMU – relatively stable vs others |
| 4 | KLM8G1GETF-B041 | 🔻32.59% | eMMC – pullback likely tied to year-end shipment pause |
| 5 | STM32F407VET6 | 🔻28.09% | MCU – steady industrial demand but WoW softened |
| 6 | STM32F405RGT6 | 🔺4.81% | MCU – slight rebound (project restart signal) |
| 7 | STM32F103RCT6 | 🔻35.95% | MCU – deeper correction (inventory digestion) |
| 8 | W25Q64JVSSIQ | 🔻23.85% | SPI Flash – mid-density pullback |
| 9 | W25Q32JVSSIQ | 🔺40.92% | SPI Flash – entry density restock rebound |
| 10 | MT41K256M16TW-107 IT:P | 🔻5.85% | DDR3L – mild softening, still active |
🚀 Top Demand Surges
| Rank | Model | Surge % | Category |
|---|---|---|---|
| 1 | LSM6DSOWTR | +252.54% | IMU / sensor |
| 2 | OPA2376QDGKRQ1 | +201.87% | Automotive op-amp |
| 3 | TL783CKTTR | +160.83% | High-voltage linear regulator |
| 4 | IRS2092STRPBF | +151.98% | Audio / gate driver |
| 5 | LM5146QRGYRQ1 | +136.94% | Automotive DC/DC controller |
| 6 | 74HC4053D | +128.70% | Analog switch / mux |
| 7 | SS15-0B00-00 | +126.09% | Schottky diode |
| 8 | TPS82150SILR | +125.45% | Buck module / PMIC |
| 9 | M393A8G40AB2-CWE | +117.60% | DRAM module |
| 10 | HMC506LP4E | +116.96% | RF IC |
💸 Top Price Movements
Top Increases
MRA4007T3G +298.99% (rectifier diode)
1N4148WS +297.73% (switching diode)
PESD5V0L1BA +296.55% (ESD protection)
SMBJ36CA +296.49%, SMBJ5.0A +276.27% (TVS)
AO3400A +267.83% (MOSFET)
PESD1LIN,115 +260.07% (ESD / protection)
AMS1117-5.0 +259.45% (LDO regulator)
USBLC6-2SC6 +252.38% (USB ESD protection)
MBRS340T3G +247.52% (Schottky rectifier)
Top Declines
BAT54S,215 -94.51% (Schottky diode)
BSS84 -89.17% (MOSFET)
PESD15VL1BA,115 -88.91% (ESD/TVS)
ES2D -88.49% (rectifier)
MP2451DT-LF-Z -88.07%, MP2315GJ-Z -85.66%, MP3302DJ-LF-Z -85.35%, MPQ8633BGLE-Z -84.45%, MP2145GD-Z -84.20% (power IC channel correction)
SGM61230XTN6G/TR -87.18% (power management)
📦 Inventory Movements
Top Surges
CD4060BM96 +10,614.86% (logic counter/oscillator)
ADR02ARZ +4,918.03% (precision reference)
PBSS4021NX,115 +2,424.24% (BJT transistor)
ADUM1400CRWZ +2,040.82% (digital isolator)
MT62F1G32D2DS-023 WT:C +2,000.00% (memory)
AD633JRZ +1,401.87% (analog multiplier)
FEMDRM032G-A3A55 +1,300.00% (storage / flash)
H26M41204HPR +1,008.14% (memory/storage)
74ALVC164245DGG +976.91% (bus transceiver)
74LVC595ABQ +921.67% (shift register)
Top Declines
PMCM4402UPEZ -99.67%
AD8041ARZ -99.10% (op-amp)
FT230XQ -98.77% (USB UART interface)
PBSS4310PAS-QX -97.35% (BJT transistor)
BSC023N08NS5SC -95.40% (MOSFET)
PESD5V0L1ULSYL -94.12% (ESD protection)
MC33774ATP1AE -94.08%
ADR3425ARJZ -93.75% (reference)
CXDB4ABAM-MK -93.15%
MAX4890ETJ+T -91.16% (interface)
🧠 Brand Dynamics
Top Demand Brands (Search Leaders)
TI • ADI • ST • onsemi • Nexperia • Microchip • Infineon • UMW • Micron • Diodes
Fastest-Growing Brands (WoW)
JXND +612,500% • RCD +399,900% • WDJ +260,400% • JEMETE +175,000% • BAOTER +168,200%
Advanced +107,200% • YFW +2,026.95% • Hittite +628.98% • Taisko +488.30% • XBLW +322.59%
These extreme % jumps usually come from a low base effect (very small prior-week volume) and often signal new sourcing / substitution activity at the start of the year.
📊 Category Momentum
Top Demand Categories
Microcontrollers • MOSFETs • Flash • Op-Amps • DC/DC Regulators • Linear Regulators • Rectifiers • DRAM • BJTs • Misc
Fastest Growing Categories (WoW)
Direct Digital Synthesizers +21.45%
Specialty Sensors +20.75%
Batteries +20.65%
IGBT/MOSFET Gate Driver Optocouplers +20.62%
JFETs +19.83%
Relays (Other) +14.15%
NFC/RFID Readers/Writers +13.61%
Monostable Multivibrators +11.26%
Data Conversion (Misc) +10.71%
Chip Resistors +1.63% (flat-to-slightly up)
🧭 Cerametronics Weekly Insight (Week 01)
Week 01 signals Q1 restock planning: core MCU + Flash demand cooled temporarily, but entry-density Flash (W25Q32) rebounded*, suggesting cost-sensitive projects restarting. Pricing strength concentrated in ESD/TVS + diode families, while power IC price drops indicate channel normalization after year-end volatility.
🔹 Watchlist
Protection & ESD/TVS: PESD*, USBLC6*, SMBJ* (pricing spikes = tight channel)
Flash pivot: W25Q32* up +40.92% (entry-level restock signal)
Auto power/analog: LM5146*, OPA2376* (Q1 automotive programs)
Inventory repositioning: CD4060*, ADuM1400*, ADR02* (distribution stocking)
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