Week 03, 2026 — Electronics Component Industry Highlights

📅 (2026/01/12 – 2026/01/18)

🌏 Global Industry Overview (Week 03)

Week 03 marked the first true “Q1 acceleration week” after CES, with demand concentrating sharply around motion sensors (IMUs/gyros), Flash storage (SPI NOR/NAND), and legacy DRAM (DDR3L). While overall top-search leaders remained familiar (Winbond Flash + InvenSense/TDK IMUs), the mix shifted meaningfully: gyro/IMU programs moved into high gear, and pricing signals clustered again in power + protection + discretes, suggesting continued channel tightness and re-quoting activity.

🔹 Motion Sensing Breakout (IMU / Gyro Week)
This was the standout theme: IMU-related models dominated the surge list, and Gyroscopes became the fastest-growing category (+148.26%)—a strong indicator of wearables, robotics, stabilization, and edge-AI devices ramping into real sourcing.

🔹 Flash Ladder Strength Continues (32/64/128 + NAND)
Winbond Flash stayed firmly in control across densities, with W25Q128 / W25Q64 / W25Q32 all rising WoW, plus NAND demand up as well—classic signs of production restock, not just early-year browsing.

🔹 Pricing: Power + Protection Remain Volatile
Price increases leaned toward DC/DC modules/controllers, discretes, ESD/protection, and USB interface parts, while declines hit another cluster of discretes and protection lines—consistent with spot shortages in some channels and normalization in others.

🔹 Inventory: Distribution Repositioning Into Q1 Builds
Inventory surges appeared in isolation/sensing (AMC1300), op-amps (AD8607), USB-UART (FT230XS-U), and power management (TPS61080)—typical of distributors stocking for fast-turn Q1 projects.

📈 Top Demand Models
Rank Model WoW Change Description
1 W25Q128JVSIQ 🔺 51.26% SPI Flash — demand stays hot; Q1 restock in motion
2 ICM-42688-P 🔺 49.97% 6-axis IMU — strong pull from motion sensing programs
3 W25Q64JVSSIQ 🔺 47.22% SPI Flash — mid-density tier continues accelerating
4 KLM8G1GETF-B041 🔻 0.01% eMMC — flat this week (stable baseline demand)
5 ICM-42670-P 🔺 327.08% IMU / motion sensor — major jump (program ramp / substitution)
6 W25Q32JVSSIQ 🔺 64.01% SPI Flash — entry density rising (volume builds)
7 MT41K256M16TW-107:P 🔺 50.43% DDR3L — legacy DRAM demand rebounds
8 STM32F103C8T6 🔻 22.88% MCU — still a core leader, but WoW digestion
9 MT41K256M16TW-107 IT:P 🔺 13.62% DDR3L — steady strength across variants
10 W25N01GVZEIG 🔺 58.97% SPI NAND Flash — rising storage demand into Q1
🚀 Top Demand Surges
Rank Model Surge % Category
1 ICM-42607-C +923.70% IMU / motion sensor
2 ICM-42607-P +900.25% IMU / motion sensor
3 TDA22590 +661.46% (specialty IC / program-driven)
4 ICM-42670 +501.57% IMU / motion sensor
5 ICM-40607 +456.41% IMU / motion sensor
6 HMC506LP4E +442.14% RF IC
7 PMEG4005AEA +382.80% Schottky / rectifier diode
8 THGBMJG7C2LBAU8 +354.81% Storage / eMMC
9 H5AN8G8NCJR-XNC +354.62% DRAM
10 AD5791ARUZ +349.52% Precision DAC
💸 Top Price Movements
Top Increases

TPSM63603RDHR +297.55% (power module / DC-DC)

SBR10U45SP5-13 +296.95% (Schottky rectifier)

BAS70-05 +292.68% (small-signal diode)

ESD5Z3.3T1G +289.60% (ESD protection)

S1M +286.50% (rectifier diode)

CP2102-GM +285.95% (USB-UART bridge)

PDTC143ET,215 +285.83% (digital transistor)

TPS48111LQDGXRQ1 +265.97% (automotive power / driver)

W25Q256FVEIG +265.62% (SPI Flash — higher density)

PRTR5V0U2AX +249.25% (ESD protection)

Top Declines

NUD3105LT1G -96.46%

PMEG6010ELRX -95.30%

PMEG10010ELR-QX -95.30%

BCP52-16 -95.11%

CSD17501Q5A -94.62% (MOSFET)

ACM2012-900-2P-T001 -93.30% (EMI filter)

BC807-25 -92.39% (BJT)

SI2319CDS-T1-GE3 -91.89% (MOSFET)

PMEG6010ELR-QX -91.08%

NUP4202W1T2G -91.04% (protection)

📦 Inventory Movements
Top Surges

AMC1300BQDWVRQ1 +19,480.52% (isolation amplifier / sensing)

AD8607ARMZ +7,056.35% (op-amp)

FT230XS-U +4,902.83% (USB-UART interface)

TPS61080DRCR +4,319.67% (boost converter)

H58G56CK8BX146 +3,175.40% (memory)

BSC014N06NSSC +2,919.71% (MOSFET)

F2250NLGK +2,528.09%

ADM1166ASUZ +2,325.58% (supervisor / PMIC control)

74AVC1T1022GUX +2,211.30% (logic)

BWCTAK611G16G +2,100.00% (storage)

Top Declines

TPSM33615RDNR -99.98% (power module)

OPA350EA/250 -99.97% (op-amp)

BB173X -99.97%

K4UCE3Q4AB-KFCL -99.68% (memory)

ADXL335BCPZ -99.60% (accelerometer)

LGS5145 -99.39%

AD8512ARZ -99.33% (op-amp)

FEMDNN008G-C9A39 -98.83% (storage)

LT1964ES5-BYP -98.82% (LDO)

ST7FLITE39F2M6 -98.72% (MCU)

🧠 Brand Dynamics
Top Demand Brands (Search Leaders)

TI • ADI • Nexperia • onsemi • ST • Microchip • Infineon • Micron • UMW • NXP

Fastest-Growing Brands (WoW)

Aimtec +214.53% • Holt +176.06% • OmniVision +161.17% • Traco Power +159.17% • ProTek Devices +134.74% • Harting +115.47% • Glenair +113.64% • Harwin +110.05% • Cosmo +99.46% • WAGO +99.29%

This mix strongly reflects power modules, connectors/interconnect, protection, and imaging—a typical early-year sign of program kickoff + supplier re-qualification.

📊 Category Momentum
Top Demand Categories

Microcontrollers • Flash • MOSFETs • Op-Amps • Rectifiers • DC/DC Regulators • Linear Regulators • DRAM • BJTs • FPGAs

Fastest Growing Categories (WoW)

Gyroscopes +148.26%

Solid State Relays +62.42%

VCOs (Voltage Controlled Oscillators) +49.67%

Up/Down Converters & Mixers +49.60%

RF BJTs +49.36%

Multiplexers +49.21%

Telecom Transformers +49.02%

D-Subminiature Connectors +48.43%

AC/DC Power Supplies +45.50%

Microphones +45.33%

🧭 Cerametronics Weekly Insight (Week 03)

Week 03 is a sensor-led acceleration week. IMU/gyro demand (ICM-42607/42670 family) exploded, and category momentum confirms real design activity in motion-driven devices—wearables, robotics, stabilization, and edge-AI terminals. Flash demand remained structurally strong across densities, while DDR3L demand rebounded—suggesting legacy platforms are still being built at meaningful volume.

🔹 Watchlist

IMU / gyro ramp: ICM-42607* / ICM-42670* (program ramp + substitution risk)

Flash ladder: W25Q32 / W25Q64 / W25Q128 / W25Q256 (multi-density restock = production signal)

Protection & discretes volatility: PRTR*, ESD5Z*, BAS70*, PMEG* (expect quote swings)

Connectivity + interconnect: Harting / WAGO / Glenair / Harwin growth (Q1 harness & system builds)

Power module spikes: TPSM63603*, TPS61080* (lead time sensitivity + repricing risk)

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📩 Andrew Tu – [email protected]

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