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Week 51, 2025 Electronics Component Industry Highlights
📅 (2025/12/15 – 2025/12/21)
🌏 Global Industry Overview (Week 51)
Week 51 sits at the crossover between year-end procurement and 2026 demand planning. The market showed clear bifurcation: AI-related high-end components stayed tight, while general-purpose parts continued normalization with selective restock spikes.
🔹 AI Compute Pull-Forward + “2026 Visibility” Drives Tightness
End-of-year AI capacity planning continued to pull in demand for memory, high-speed interconnect, power management, and advanced boards/materials.
Supply remains structurally tight in high-performance segments (notably memory-related chains), as vendors manage capex cautiously and prioritize higher-margin products.
🔹 General Components: Destocking Near Completion, Price Stabilization
After long destocking cycles, broad categories (discretes, standard passives) showed signs of healthier inventory levels and spot price rebounds in certain items.
Some channels began reflecting selective replenishment rather than broad-based oversupply.
🔹 Supply Chain Behavior: Risk Hedging + Regionalization
Policy uncertainty (including tariff expectations) continues to trigger early procurement / risk-hedging orders in certain regions and verticals.
Supply chain regionalization keeps progressing (Southeast Asia/Mexico activity remains supportive for long-term rebalancing).
📈 Top Demand Models (Weekly Demand Leaders)
| Rank | Model | WoW Change | Description |
|---|---|---|---|
| 1 | W25Q128JVSIQ | 🔻5.53% | SPI Flash – still the #1 demand anchor, mild correction |
| 2 | STM32F103C8T6 | 🔺65.17% | Mainstream MCU – strong restock wave |
| 3 | ADL5385ACPZ | 🔺107.55% | RF mixer/modulator – continued project-driven pull |
| 4 | KLM8G1GETF-B041 | 🔺3.53% | eMMC – stable demand |
| 5 | ICM-42688-P | 🔻26.15% | 6-axis IMU – cooling after prior surge |
| 6 | STM32F407VET6 | 🔺45.27% | Performance MCU – industrial/control demand |
| 7 | STM32F103RCT6 | 🔺9.00% | MCU variant – steady follow-through |
| 8 | 74HC595D | 🔻10.49% | Shift register – slight normalization |
| 9 | W25Q64JVSSIQ | 🔻6.88% | SPI Flash – mid-capacity easing |
| 10 | STM8S003F3P6TR | 🔺75.74% | 8-bit MCU – cost-sensitive builds picking up |
🚀 Top Demand Surges (Highest Growth Models)
| Rank | Model | Surge % | Category |
|---|---|---|---|
| 1 | LM393ADR | +407.84% | Comparator (Analog) |
| 2 | TAJD477K006RNJ | +314.91% | Tantalum capacitor |
| 3 | MT62F2G64D8EK-023 WT:C | +302.40% | DRAM |
| 4 | IRFP4227PBF | +268.22% | Power MOSFET |
| 5 | MT25QU256ABA1EW7-0SIT | +242.94% | NOR Flash |
| 6 | K4F6E3S4HB-MGCL | +238.89% | DRAM |
| 7 | MT53E512M32D1ZW-046 AAT:B | +230.00% | DRAM (advanced) |
| 8 | ADV7513BSWZ | +225.81% | HDMI / Video interface IC |
| 9 | MAX9814ETD+T | +225.49% | Audio amplifier / mic amp |
| 10 | STR912FAW44X6 | +221.24% | MCU / Controller |
💸 Top Price Movements
📈 Top Price Increases
BCX56-16 +223.04% (BJT)
P6SMB6.8CA +197.44% (TVS diode)
SM712 +190.91% (ESD/TVS protection)
SMAJ24A +188.73% (TVS diode)
BAS321,115 +184.90% (Diode)
FM25W256-GTR +166.87% (FRAM / NVM)
TPSM33625RDNR +163.89% (Power module)
PESD5V0U1UA +138.33% (ESD protection)
PBSS5350T +138.33% (BJT)
MPC8270CVVUPEA +129.32% (Processor / comms IC)
📉 Top Price Declines
PESD3V3S1UB −93.80% (ESD)
PESD5V0U1BB −92.43% (ESD)
ES2D −87.01% (Rectifier diode)
PESD3V3U1UA −85.55% (ESD)
PESD5V2S2UT −85.41% (ESD)
SMAJ12CA −82.25% (TVS)
BAW56 −76.83% (Switching diode)
PESD5V0S1BL −74.94% (ESD)
SMBJ64A −71.68% (TVS)
NLAS4599DFT2G −67.69% (Analog switch / interface)
📦 Inventory Movements
📈 Top Inventory Surges
PESD3V6Z1BCSFYL +10,512.48% (ESD/TVS)
MT62F2G64D8CL-023 WT:B +6,281.41% (DRAM)
BCP53-QX +4,400.00% (BJT)
FLXC4004G-W6 +3,434.01% (Flash storage)
CYUSB3065-BZXI +2,383.44% (USB 3.0 controller)
F35SQA002G-WWT +1,782.95% (Flash storage)
NX3008NBKMB +1,574.80% (MOSFET)
IRF540N +1,435.67% (Power MOSFET)
MMBZ18VAL +1,372.28% (Zener)
APDS-9300-020 +1,367.53% (Ambient light sensor)
📉 Top Inventory Declines
BAT46WJ-Q −99.93% (Schottky diode)
RB560VM-40FHTE-17 −99.81% (Schottky/rectifier)
74HC4051BQ-Q100 −99.72% (Automotive analog mux)
A3T4GF40BBF-HP −99.44% (Memory)
LTC1668IG −99.42% (DAC)
TPL803250-S5TR −99.16% (Supervisor / reset IC)
FT4232HQ −99.11% (USB interface)
EPCQ64SI16N −99.05% (Configuration flash)
STM32G431KBU3 −98.75% (MCU)
AD8572ARZ −98.43% (Precision op-amp)
🧠 Brand Dynamics
Top Demand Brands
TI • ADI • Nexperia • onsemi • ST • Microchip • Infineon • Micron • NXP • Diodes
Fastest-Growing Brands
SkyHigh/天海存储 +40.32% • Holt +36.01% • Seiko +34.66% • GeneSiC +30.40% • BPS/晶丰明源 +28.38% • RECOM +28.11% • SITIME +26.42% • WIZNET +24.35% • GCT +23.71% • CJT CONN +22.47%
📊 Category Momentum
Top Demand Categories
Microcontrollers • MOSFETs • Rectifiers • Flash • Op-Amps • DC/DC & Switching Regulators • Linear Regulators • DRAM • BJTs • FPGAs
Fastest Growing Categories
Audio & Video Connectors +32.47%
PIN (diodes / modules context) +23.26%
Hot-Swap Controllers +23.01%
Accelerometers +22.66%
Modulation & Demodulation +21.84%
Development Kits & Tools +20.98%
SLCC +20.73%
Chip Resistors +20.53%
Fuse Accessories +19.60%
RF BJTs +19.19%
🧭 Cerametronics Weekly Insight
Week 51 highlights a two-track market:
Track A (AI/compute-linked): Memory devices and supporting infrastructure stay sensitive to supply availability—watch the DRAM/NVM list (MT62*/K4F*/MT53*/MT25Q*).
Track B (broad industrial/consumer base): Discretes and protection lines show rapid price rotations, especially TVS/ESD (PESD*, SMAJ*, P6SMB*)—suggesting both replenishment and short-term pricing volatility.
🔹 Watchlist
Memory / NVM: MT62F2G64*, K4F6E3S4*, MT53E*, MT25QU256*
MCU restock wave: STM32F103*, STM32F407*, STM8S003*
Protection volatility: PESD* / SMAJ* / P6SMB*
Interface & Connectivity: CYUSB3065 (USB), ADV7513 (Video/HDMI)
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