MARKET UPDATES – 10.03.21

GENERAL OVERVIEW

  • No relief in lead time reduction, ramp up in demand continues to drive increases in lead times and shortages in wafer/substrates (we are seeing some component lead times at 52 weeks+).

 

  • Continued acceleration in demand from customer base across all Opto & Discrete technologies.

 

  • Significant price increases being issued by suppliers – raw materials and transportation costs being the main driver for these increases. More to be expected in Q2.

 

  • Visibility in customer forecasting and demand is critical, as ‘standard’ lead times now range between 16-50 weeks.