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Week 04, 2026 — Electronics Component Industry Highlights
📅 (2026/01/19 – 2026/01/25)
🌏 Global Industry Overview (Week 04)
Week 04 showed a clear “Q1 allocation + substitution” pattern: Flash stayed dominant, motion-sensing demand rotated within the ICM family, and memory signals intensified (modules + SSDs rising as categories). Pricing and inventory moves suggest channel re-quoting in power/protection and tight distribution in select memory + interface lines.
🔹 Flash Still Leads — Substitution Becomes Visible
Winbond (W25Q*) remained the anchor, but GD25Q128ESIGR jumped +165.05% in top demand models—an obvious sign that buyers are qualifying alternates / second sources when lead-time or pricing pressure hits.
🔹 IMU Demand Rotates, Not Disappears
Overall IMU demand stayed active, but composition shifted: ICM-42688-P softened (-18.50%), while ICM-42607-P rose (+36.91%) and also posted a major price spike (+257.49%)—often a “program ramp + channel tightness” combination.
🔹 Memory Heat: Modules + DRAM Signals Strengthen
The fastest-growing categories included Memory Modules (+51.25%) and Solid State Drives (+40.20%)—suggesting procurement is moving up the stack (system-level builds), not just components. Meanwhile, DDR3L pricing surged (MT41K128… +261.35%) even as some DDR3L demand cooled slightly.
🔹 Pricing Dispersion Continues (Power + Protection + Legacy Analog)
Price increases clustered around surge/TVS, DC/DC, regulators, logic, and sensors, while declines hit comparators, RS-232, discretes, and some power modules—typical of inventory digestion in one channel and spot tightness in another.
📈 Top Demand Models
| Rank | Model | WoW Change | Description |
|---|---|---|---|
| 1 | W25Q128JVSIQ | 🔺 26.84% | SPI Flash — still the demand anchor |
| 2 | ICM-42688-P | 🔻 18.50% | 6-axis IMU — cooling after last week’s sensor spike |
| 3 | W25Q64JVSSIQ | 🔺 14.87% | SPI Flash — mid-density demand remains strong |
| 4 | KLM8G1GETF-B041 | 🔻 7.31% | eMMC — mild pullback, still baseline-active |
| 5 | W25Q32JVSSIQ | 🔺 3.59% | SPI Flash — steady entry-density demand |
| 6 | ICM-42670-P | 🔻 6.50% | IMU — slight digestion |
| 7 | GD25Q128ESIGR | 🔺 165.05% | SPI Flash (alternate source) — substitution signal |
| 8 | MT41K256M16TW-107:P | 🔻 6.60% | DDR3L — demand slightly softer, pricing tighter |
| 9 | ICM-42607-P | 🔺 36.91% | IMU — program ramp + availability pressure |
| 10 | STM32F103C8T6 | 🔻 12.96% | MCU — stable leader, WoW digestion |
🚀 Top Demand Surges
| Rank | Model | Surge % | Category |
|---|---|---|---|
| 1 | SKY13351-378LF | +455.14% | RF front-end / switch (program-driven pull) |
| 2 | THGBMJG8C4LBAU8 | +373.08% | Storage (eMMC) — build activity rising |
| 3 | L6920DTR | +348.44% | Power management (buck / regulator family) |
| 4 | BCM54182B0KQLEG | +330.14% | Ethernet PHY / networking IC |
| 5 | W25Q128JVSAQ | +324.74% | SPI Flash — specific variant demand breakout |
| 6 | NCP45560IMNTWG-H | +308.56% | Power path / load switch |
| 7 | TPS61240IDRVRQ1 | +285.11% | Automotive DC/DC (boost) |
| 8 | 74HC597D | +275.16% | Logic shift register |
| 9 | PCF8576CT/1 | +270.16% | LCD driver / interface |
| 10 | MT25QL02GCBB8E12-0SIT | +262.28% | High-density SPI NOR Flash |
💸 Top Price Movements
Top Increases
SZNUP2105LT1G +298.86% (surge / protection)
LM5007MMX/NOPB +290.01% (DC/DC regulator)
SMAJ12CA +289.24% (TVS diode)
74HC245PW +266.67% (logic bus transceiver)
TLV62565DBVR +263.49% (buck converter)
MT41K128M16JT-107 IT:K +261.35% (DDR3L — tight pricing)
LM317LIPK +259.47% (linear regulator)
CD4541BE +258.62% (timer / oscillator)
ICM-42607-P +257.49% (IMU — demand + tightness)
OPA4277UA +256.19% (precision op-amp)
Top Declines
BC856BW -96.49% (BJT)
PESD2ETH-AXR -95.15% (ESD / Ethernet protection)
AD8606ARZ -94.80% (op-amp)
ADM232AARNZ -94.34% (RS-232 transceiver)
LM393DR -93.10% (comparator)
MMBT2222ALT1G -93.07% (BJT)
MAX3232IDR -92.72% (RS-232 transceiver)
TPSM63606SRDLR -92.69% (power module)
BCP68T1G -92.21% (BJT)
S2M -92.10% (rectifier diode)
📦 Inventory Movements
Top Surges
6TPE330MFL +169,935.26% (capacitor / passive stocking shock)
K4U6E3S4AM-THCL +20,380.00% (DRAM)
IRF135B203 +9,011.83% (power MOSFET)
BCP56-16-Q +4,000.00% (BJT)
MT62F1536M32D4DS-026 AAT:B +3,260.87% (memory)
K3KL8L80EM-MGCU +3,241.56% (storage / memory)
H9HCNNNBKMMLXR-NEE +2,460.52% (memory)
AMC3301DWER +1,891.81% (isolation / sensing)
PESD12VS1UB-QX +1,600.00% (ESD protection)
BZV90-C2V7 +1,435.90% (Zener diode)
Top Declines
RS1G32LO5D2FDB-31BT -99.99% (memory)
DGD0506AM10-13 -99.98% (power module)
AD8310ARMZ -99.97% (RF detector)
BNO085 -99.95% (sensor module)
NT6AN512T32AV-J2 -99.91% (memory)
LFE5U-45F-6BG256I -99.87% (FPGA)
GDQ3A8AM-WJ -99.81% (memory)
W9725G6KB25I -99.56% (memory)
MT40A1G16TD-062E AAT:F -99.55% (DRAM)
RAA2214974GNP#HBK -99.48% (power management)
🧠 Brand Dynamics
Top Demand Brands (Search Leaders)
TI • ADI • Nexperia • onsemi • ST • Microchip • Infineon • Micron • UMW • Diodes
Fastest-Growing Brands (WoW)
SkyHigh +60.25% • Dialight +54.87% • Aerosemi +50.86% • CUI Inc +45.26% • COSEL +40.55% • SIMCOM +36.85% • Bel Power Solutions +36.08% • FUDAN MICRO +33.77% • TXC +32.85% • Amphenol RF +32.48%
This lineup points to power supplies/modules, connectivity, RF, timing (crystals), and lighting, consistent with system-level Q1 builds.
📊 Category Momentum
Top Demand Categories
Microcontrollers • Flash • MOSFETs • Op-Amps • DC/DC Regulators • Rectifiers • Linear Regulators • DRAM • BJTs • FPGAs
Fastest Growing Categories (WoW)
Memory Modules +51.25%
PIN +44.54% (connector / interconnect activity)
Specialty Regulators +41.98%
Solid State Drives +40.20%
Thyristor Surge Protection Devices +28.80%
DIP Switches +27.45%
Infrared Emitters +26.06%
Signal Buffers / Repeaters +24.40%
Slide Switches +24.05%
Photodiodes +21.63%
🧭 Cerametronics Weekly Insight (Week 04)
Week 04 confirms a “Q1 build + substitution” environment. Flash remains the backbone (W25Q*), but the rise of GD25Q128ESIGR suggests second-source qualification is accelerating. IMU demand is rotating—watch ICM-42607-P closely as it is rising in demand and spiking in price. Category momentum (memory modules + SSDs) signals system-level procurement is warming up faster than pure component browsing.
🔹 Watchlist
Flash substitution: GD25Q128* vs W25Q128* (alternate approvals + price leverage)
IMU tightness: ICM-42607-P (WoW up +36.91%, price up +257.49%)
Power modules/regulators: LM5007*, TLV62565*, TPS61240* (volatile quoting)
Networking + interfaces: BCM54182* (Ethernet), PCF8576* (LCD driver), MAX3232* (channel correction)
Memory pressure points: DDR3L pricing spikes (MT41K128… +261%) + memory-module category surge
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#Cerametronics #Week04 #Semiconductor #SupplyChain #Flash #SPI #IMU #Sensors #DDR #MemoryModules #SSD #PowerIC #ESD #TVS #Networking #Inventory #Pricing
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