TARGETED NEWS ON THE SEMICONDUCTOR MARKET QUARTER 2 • 2015 IoT Driving Semiconductor Growth as Sales Top $83 Billion in Q1 - PAGE 2 America II Special Report: The Internet of Things - PAGE 9 ALSO INSIDE MARKET INFO ON: Discretes Microcontrollers Memory Standard Logic & Linear Analog Programmable Logic Complex ICs To subscribe to On the Spot, or to update II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. your America subscription, visit www.aiijapan.com Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. www.aiijapan.com • 1 MARKET UPDATE Global Semiconductor Sales Grow Year-over-Year The Semiconductor Industry Association (SIA) announced on May 4, 2015 that worldwide semiconductor sales reached $83.1 billion for Q1 2015, a 6 percent increase over Q1 2014 totals. Global sales for March 2015 were $27.7 billion, 6 percent higher than the March 2014 total of $26.1 billion and 0.1 percent lower than February 2015 totals. “Despite macroeconomic challenges, first quarter global semiconductor sales are higher than they were last year, which was a record year for semiconductor revenue,” said John Neuffer, SIA president and CEO. “The Americas region posted its sixth straight month of double-digit, year-to-year growth to lead all regional markets, and DRAM and analog products continue to be key drivers of global sales growth.” The World Semiconductor Trade Statistics (WSTS) is forecasting moderate, yet steady, growth for 2015 across all product categories and regions, under the assumption of a further macro economy recovery throughout the entire forecast period. They project the world semiconductor market to grow by 4.9 percent to $352 billion in 2015. Their growth forecast for 2016 remains unchanged from recent projections, at 3.1 percent to $363 billion. and beyond. Research firm Gartner notes that the digital revolution is being fueled by consumers’ desires to connect faster and less expensively with better products and services at any time, in any place, on any channel. Digital technology availability, along with Generation Z obsession with the IoT, is changing consumer expectations and increasing the demand for an agile service experience. The rapid evolution of social media and mobile technologies is driving consumer behavior – particularly with Gen Z, which grew up expecting immediate, fast services at their fingertips. Cloud services and the IoT are proliferating at an unprecedented rate to meet consumer demand and expected experience. Gartner projects that the installed base of the IoT will exceed 26 billion units worldwide by 2020. They are estimating 15 billion networked devices in 2015, an increase from 7 billion in 2010. For more information on the Internet of Things and how OEMs can capitalize on the opportunity, please read our special report on page 9. The Internet of Things (IoT) will continue to drive very strong unit growth in 2015 2 • www.aiijapan.com America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. Discretes Strong market, long lead times The biggest challenge in the discrete semiconductor market right now is the strength of the U.S. dollar. Suppliers have adjusted their prices to account for this situation. Due to the strong market, longer lead times are expected—as we are already seeing from several manufacturers. SOT323 and SOT223 packages from both ON Semiconductor and NXP are on allocation with lead times as far out as 26 weeks. Vishay’s TVS diodes in SMA and SMB packages are 18 – 2 weeks. ST Micro’s SMA- and SMB-packaged TVS diodes are also constrained with 14 – 16 week lead times. NXP’s schottky diode lead times are extending, with SOT363 out to 16 weeks and SOT 323 now 30 weeks. Lead times from ON Semi on their SMA and SMB rectifiers are running 20 weeks. Manufacturer Lead Time America II Stock Position 8 – 12 Weeks 8 – 12 Weeks 6 – 24 Weeks 4 – 24 Weeks 16 – 24 Weeks 6 – 8 Weeks In Stock In Stock In Stock In Stock In Stock In Stock 6 – 9 Weeks 6 – 10 Weeks 6 – 10 Weeks 6 – 10 Weeks 8 – 10 Weeks In Stock In Stock In Stock In Stock In Stock Fairchild Semiconductor SMBJxxx TVS Diodes SMB Package MBRSxxx Schottky Diodes in SMB Package FDBxxxNxxx MOSFETs, D2PAK FCD/FDD/FQDxxxNxx MOSFETs, DPAK BC84xBS/BC85xBS in SC-88 Package 18 Weeks 15 – 24 Weeks 6 – 8 Weeks 6 – 8 Weeks 6 Weeks In Stock In Stock In Stock In Stock In Stock Vishay SMBZ59xx Zener Diodes in SMB Package SMZJxxxx Zener Diodes in SMB Package 5 Weeks 5 Weeks In Stock In Stock NXP Semiconductor BC84xBS/BC85xBS in SC-88 Package PMBTxxxx transistors, TO-236 Package BZX84xxx Zener Diodes, SOT-23 Package BASxxx Switching Diodes,SOD323,TO-236, SC-70, SOT-143 BATxxx Schottky Diodes, SOT-223, TO-236, SOD-323, SC-70 BAVxxx Switching Diodes, mini-MELF, TO-236, SC-70, SOT-23 6 Weeks 6 Weeks 6 Weeks 6 – 35 Weeks 6 – 35 Weeks 6 – 35 Weeks In Stock In Stock In Stock In Stock In Stock In Stock Diodes Inc SC-88/SC-363 Package - BC84xBS/BC85xBS Transistors - BASxx/BATxx Schottky Diodes - BAVxxx/BAWxxx Switching Diodes - BSSxxx MOSFET Transistors - BZX84Cxx Zener Diodes 6 – 8 Weeks 6 – 8 Weeks 6 – 8 Weeks 6 – 8 Weeks 6 – 8 Weeks In Stock In Stock In Stock In Stock In Stock Manufacturer Part Number ON Semiconductor SMB Package: - 1SMB59xx Zener Diodes - 1SMBxxx TVS Diodes - MBRSxxx Schottky Diodes - MURSxxx Switching Diodes - NRVBSxxx Schottky Diodes - 6PSMBxxx TVS Diodes SC-88/SC-363 Package: - BC84xx/BC85xxDW1T1G Transistors - MBDxxxDW1T1G Schottky Diodes - MBTxxxxDW1T1G Transistors - MUN5xxxDW1T1G Digital Transistors - NTSSxxxx/NTJDxxxx MOSFETs America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. www.aiijapan.com • 3 Microcontrollers Growth remains steady The microcontroller market continues to remain strong, though with no major fluctuations in lead times or pricing trends. Growth is steady within the automotive segment with applications including engine management, transmission, anti-lock braking, electric power steering, active suspension, and advanced driver assistance systems—where they must comply with most stringent automotive safety standards. Acquisitions within the semiconductor market continue with NXP and Freescale merging with a value of just over $40 billion. This creates a global powerhouse and market leader in the automotive semiconductor solutions and microcontroller products. Manufacturer Texas Instruments Atmel Microchip Freescale 4 • www.aiijapan.com Part Number / Status Manufacturer Lead Time America II Stock Position TMS320XX 32-bit RISC 8 – 16 Weeks In Stock MSP430XX 16-bit 6 – 10 Weeks In Stock TMS570XX 16-bit/32-bit ARM Cortex 16 – 20 Weeks In Stock AT91SAMXX 32-bit ARM 6 – 10 Weeks In Stock ATTINYXX 8-bit AVR series 6 – 10 Weeks In Stock ATMEGAXX 8-bit AVR RISC 6 – 8 Weeks In Stock PIC18XX, PIC16XX 8-bit RISC 8 – 14 Weeks In Stock PIC32XX 32-bit 8 – 14 Weeks In Stock PIC24XX 16-bit 8 – 14 Weeks In Stock MC68HC11XX 8-bit CISC 8 – 10 Weeks In Stock MC56FXX 16-bit 8 – 10 Weeks In Stock DSP56FXX 16-bit 8 – 10 Weeks In Stock America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. www.aiijapan.com • 5 Memory Increasing NAND demand As is par for the course, the memory market had its usual fluctuations in pricing and demand for much of 2015 thus far. Some of the softening in the market during the first quarter may be attributed to the influence of the Chinese New Year celebration mid-quarter. While the pricing trends remained in a depressed state heading into Q2 2015, overall activity has begun to rebound. We are starting to see an increase in pricing in the x8 DDR3 series of parts, as many manufacturers had slowed production to keep pace with demand during the down streak. DRAM revenue is expected to increase 7.9 percent in 2015, following a 32 percent increase in 2014. Micron has stated that they are willing to lose market share on DRAM. “Although we are taking steps to minimize the impact, our wafers produced will decline yearover-year. By the way I should note we do have clean room space available to replace or potentially add net DRAM capacity if and when it makes sense from an ROIC standpoint but at this time we are not planning to make that investment,” said D. Mark Durcan, chief executive officer at Micron Technology during the Q1 earnings call in January 2015 (via SA Transcript). Many manufacturers are turning their attention towards NAND flash as that market is in the midst of some changes. But growth could be down in Q2 and Q3 as integration seems to be a concern with an increase in controller and system compatibility issues. TLC-based NAND is also delaying the rise in 3D NAND as most eMMC and SSD manufacturers are using that technology. DRAMeXchange’s vice president, Sean Yang, stated the key factor to the turnaround in the NAND flash market is the rising demands. From the first quarter to the initial half of the second quarter, the smartphone market was weak due to seasonality and sagging domestic demand in China. This in turn negatively affected the NAND flash market as well. “The situation will start to change now with the successive releases of new models by the global smartphone vendors,” said Yang. “Memory makers are also shifting their capacities to meet the particularly huge demand from Apple since iPhone and iPad both carry a lot of NAND flash.” Type DRAM Market Part Number Manufacturer Lead Time America II Stock Position 512Mb SDRAM MT48LC32M16 SERIES EOL In Stock 2Gb DDR2 MT47H128M16 SERIES 8 – 10 Weeks In Stock 1Gb DDR2 MT47H64M16 SERIES EOL In Stock 512Mb DDR MT46V32M16 SERIES EOL In Stock 1Gb DDR2 MT47H12M8 SERIES EOL In Stock 256Mb SDRAM MT48LC16M16 SERIES EOL In Stock 6 • www.aiijapan.com America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. Standard Logic & Linear Long lead times for NXP NXP is facing a demand-driven, front-end shortage with some lead times stretching beyond 30 weeks. NXP is not able to narrow the constraints down to line item level or isolate the issues to specific packages or pin counts. Right now, DIP, SOIC, SSOP, TSSOP and VQFN packages for all pin counts are running 22 – 32 weeks, depending on the device. In addition, NXP is not able to narrow down to trends by function (i.e.: gates, flip/flops, buffers), but single gate (i.e.: 74HC1Gxxx, 74HC2Gxxx, 74HCT1Gxxx, 74HCT2Gxxx) is actually pushing even further out to the 30 – 36 week range. This is also affecting the 16-bit (74LVC16xxx) and 32-bit (74LVC32xxx), while the FAST (N74Fxxx) family does not appear affected. As Texas Instruments offers crosses for all of these families, their lead times may start to move out as well. Manufacturer Part Number In Stock Comparators (e.g., LM339xx, LM393xx, LM311xx, LM3302xx) 6 Weeks (all packages) 6 Weeks (all packages) 6 Weeks (all packages) 6 Weeks (all packages) 6 Weeks (all packages) 6 Weeks (all packages) 6 Weeks (all packages) 6 Weeks (all packages) 5V CMOS 74AHC/AHCT Logic 22 – 42 Weeks In Stock 5V CMOS single gate 74AHC1Gxxx/74AHCT1Gxxx Logic 36 – 42 Weeks In Stock 5V CMOS 74HC/HCT logic 22 – 32 Weeks In Stock 3.3V CMOS 74LVC/LVCH 22 – 42 Weeks In Stock 3.3V CMOS single gate 74LVC1G/74LVC2G 36 – 42 Weeks In Stock 3.3V BiCMOS 74LVT/74LVTH 22 Weeks In Stock 4 – 6 Weeks (all packages) In Stock 4 – 6 Weeks In Stock 4 – 8 Weeks In Stock Single gate NL7SZxxxDFT2G/ NL27WZxxDFT2G in SC-88 package 10 Weeks In Stock 3.3V TinyLogic NC7Sxx / NC7SPxx / NC7STxx / NC7SVxx / NC7WPxx / NC7WZxx logic families 3.3V CMOS TinyLogic 74AUP1Gxxx 6 Weeks In Stock 16 – 36 Weeks In Stock 6 Weeks In Stock 16 – 29 Weeks In Stock 16 – 29 Weeks In Stock 5V CMOS SN74HC/HCT Logic 5V BiCMOS SN74ABT Logic 5V Bipolar SN74ALS/AS/LS/S Logic Texas Instruments 3.3V BiCMOS SN74LVT/LVTH 3.3V CMOS SN74LVC/LVCH 3.3V CMOS single gate SN74LVC1G/SN74LVC2G Op Amps (e.g., LM324xx, LM358xx, LM301xx, LM2904) NXP Manufacturer America II Lead Time Stock Position Op Amps (e.g., LM324, LM358, MC3317x, MC3307x, MC3320x, MC3327x, NCV2904xxx ) LDO Regulators (e.g., LM317, LM337, LM2931, LM2950, MC33269, ON MC33275, MC7815, MC7818, MC78L05) Semiconductor Single gate M74VHC1Gxxx and MC74HC1Gxxx Fairchild Semiconductor FAN25xxx LDO Regulators 3.3V 74LVXxxx Logic 74VHC/VHCT Logic family America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. In Stock In Stock In Stock In Stock In Stock In Stock In Stock www.aiijapan.com • 7 Analog Prices increasing, growth expected As we progress through Q2 2015, analog product lead times have remained unchanged, however pricing has taken a slightly upward trend. This year’s forecast for analog is positive with an estimated growth of 8 percent driven by power management and amplifiers. The analog market continues to change with more consolidation from mergers and acquisitions. Microchip Technology Inc., a leading provider of microcontroller, mixed signal, analog and flash solutions, announced on May 7, 2015 that they have signed an agreement to acquire Micrel Inc. for $14.00 per share. Micrel’s portfolio of linear, power management, LAN solutions, timing and communications products, as well as their strong position in the industrial, automotive and communications markets, complements many of Microchips initiatives in these areas. The acquisition is expected to close early Q3 2015. Manufacturer Type Amplifiers Analog Devices Data Converters Part Number Manufacturer Lead Time America II Stock Position AD805xx / Op Amp Family 6 - 8 Weeks In Stock ADA400xx / Precision Op Amp 6 – 8 Weeks In Stock AD790xx / 16 bit A/D Converter 6 – 8 Weeks In Stock AD920xx / 10 bit A/D Converter 6 – 8 Weeks In Stock AD560x / 8 bit DAC 4 – 6 Weeks In Stock ADP710xx / LDO Regulator Family 6 – 8 Weeks In Stock 8 – 10 Weeks In Stock ADP503xx / ADP504xx / Multi Output Regulators 8 – 10 Weeks In Stock MAX44244 / MAX44245 Precision Op Amps 6 – 8 Weeks In Stock MAX9634xx / Precision Power Current Sense Amplifier 4 – 6 Weeks In Stock MAX44259xx New! Low Power Rail to Rail I/O Op Amp 14 – 16 Weeks In Stock MAX44205xx New! Low Noise Fully Differential Op Amp 14 – 16 Weeks In Stock MAX11300xx 12 bit A/D Converter N/A In Stock MAX5216xx / 16 bit Low Power DAC 8 – 10 Weeks In Stock MAX14675xx / Battery Charger Family 4 – 6 Weeks In Stock 6 – 8 Weeks In Stock MAX1510xx / LDO regulator Family 4 – 6 Weeks In Stock LTC2165xx / LTC2180xx / 16 bit A/D Converter Family 8 – 10 Weeks In Stock LTC2420xx / LTC243xx / 20 bit A/D Converter Family 6 – 8 Weeks In Stock LTC1380xx / LTC1391xx Switches & Multiplexers 6 – 8 Weeks In Stock LTM805xx / LTM806xx Switching Regulator 10 – 12 Weeks In Stock LT3008xx / LDO Regulator Family 6 – 8 Weeks In Stock Power ADM181x / Microprocessor Supervisory Family Management Amplifiers Maxim Data Conversion Power MAX5005xx / LDO regulator Family Management Data Conversion Linear Technology Power LT3010xx / LDO Regulator Family Management 8 • www.aiijapan.com 6 – 8 Weeks In Stock LT1505xx / Battery Charger 6 – 8 Weeks In Stock LT1510xx / LT1511xx Battery Charger 6 – 8 Weeks In Stock America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. [ An America II Special Report ] Let’s Capitalize on the Internet of Things! T he buzz right now is all about the Internet of Things (IoT). There have been reports, forecasts and ongoing analysis about the future of smart technology. But what does all of this mean to those of us in the channel? Late last year, IDC analysts said revenues tied to the IoT could hit $7.1 trillion by the year 2020. Gartner also forecasted that the IoT segment of the semiconductor market would grow by 36 percent this year alone. That means growth for the technologies that support IoT applications, like microcontrollers, embedded processors, sensors, memory, and battery management to name a few. Furthermore, mid-tier customers should fuel growth of IoT solutions for several reasons. For those customers, there’s really no roadblocks to entry. The technology exists today, so they have a quick, low-cost point of entry. These customers produce the products that represent a diverse range of devices, all of which have the potential of being “connected” over the next five years. The great thing about the electronics industry is the fact that technology is always evolving. Companies are innovating and advancing every day—companies like Apple who redefined the smartphone, Philips and their smart light bulbs, Nest Labs and their smart thermostat. These are some of the players leading the charge. Home appliances, security systems, wearable devices, automotive, and energy management applications are really just getting started. What’s next? Analysts and researchers expect to see billions of connected devices in the next 10 years. Imagine a future where the internet becomes even more engrained in our day-to-day lives. That’s the potential for OEMs today. They’re just getting started in planning the next wave of connected devices, and it goes way beyond the types of device most people envision. There’s so potential for the IoT, and OEMs need to think outside the box to capitalize on the opportunity. The public sector is a great example, where we see solutions like the Smart Grid. Entire cities are deploying new infrastructure including computer systems, networks and connected devices to enhance the reliability and efficiency of their public utilities. In addition, connected solutions for traffic management, pollution monitoring, and smart parking controls are already being developed and used. The government is finding that IoT solutions lead to cost savings, improved employee productivity, and enhanced services to citizens. With positive results such as these, there’s no reason to see a slowdown in connected devices. All of this means more opportunities for OEMs. Devices that are already being manufactured and produced can easily evolve into connected devices. It is just a matter of being open minded and thinking beyond today’s applications. America II is rolling up its sleeves, getting in front of customers, and helping them find those solutions. The potential is out there for everyone, and it will be exciting to see what the future holds for our industry. America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. www.aiijapan.com • 9 Programmable Logic Active market leads to increase in price, lead times The programmable logic market continued to be active during the first half of 2015 with announcements of price increases, lengthening of lead times, and rumors of acquisitions. Xilinx notified their customers in February of a 25 percent cost increase for many of their mature product lines, effective May 4, 2015. Not long after this announcement, lead times began to stretch as customer backlog began to build in advance of the price increase. Lead times have stretched from their previous 6 – 10 week levels out to 18 weeks. This impacts the following families: • Virtex-2Pro FPGA’s (XC2VPxxx) • Virtex-4 FX/LX/SX FPGA’s (XC4VFXxxx/XC4VLXxxx/XC4VSXxxx) • Spartan-2 (XC2Sxxx) and Spartan-3/A/E FPGA’s (XC3Sxxx/XC3SxxxA/XC3SxxxE) • XC95xxXL and CoolRunner-2 CPLD’s (XC2Cxxx/XC2CxxxA) Microsemi Corporation announced in January 2015 their intent to increase pricing by 10 – 15 percent on the following mature FPGA families from their former Actel product line effective April 1, 2015: • Antifuse technology increases by 15 percent: o Axcelerator (AXxxx), eX (eX64, eX128, eX256), MX (A40MXxx, A42Mxx), SX (A54Sxx), SX-A (A54SxxA) • Flash-based APAxxx family increases by 15 percent. • Radiant Tolerant RTSXxxSU, RTAXxxxxSx families increase by 10 percent. Manufacturer Xilinx Manufacturer Lead Time America II Stock Position Virtex 7 (XC7VxxxT), Virtex 7 XT (XC7VXxxxT) FPGA families 6 – 14 Weeks In Stock Virtex 6 CXT (XC6VCXxxxT), LXT (XC6VLXxxxT), SXT(XC6VSXxxxT), HXT (XC6VHXxxxT) FPGA Families 6 – 14 Weeks In Stock Virtex-4 FX/LX/SX (XC4VFXxxx/XC4VLXxxx/ XC4VSXxxx) FPGA Families 18 Weeks In Stock Spartan 6 LX (XC6SLXxxx), LXT (XC6SLXxxxT) Families 6 – 8 Weeks In Stock Spartan 3 (XC3Sxxx), Spartan 3E (XC3SxxxE), Spartan 3A (XC3SxxxA) FPGA Families 18 Weeks In Stock Spartan-2 (XC2Sxxx) FPGA Families 18 Weeks In Stock CoolRunner (XC2Cxxx) CPLD Family 18 weeks In Stock XC9500XV CPLD Family 18 Weeks In Stock Part Number 10 • www.aiijapan.com America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. Altera also announced their intent to increase pricing by 25 percent on many of their mature CPLD, FPGA, and ASIC families effective June 27, 2015. This is their second significant price increase since April 2014. The following product lines will be impacted by this latest announcement: • Cyclone III and III LS FPGA’s (EP3Cxxx, EP3CLSxxx) • HardCopy I Stratix (HC1Sxxx) HardCopy II ASIC’s (HC2xx) • MAX II and IIZ CPLD’s (EPM1270, EPM2210, EPM240/EPM240Z, EPM570EPM570Z) • Stratix III FPGA’s (EP3SExxx, EP3SLxxx) Several news agencies reported in early April 2015 that discussions were underway between Intel Corporation and Altera Corporation with the intent of the former to acquire the latter. Negotiations ended after a brief courtship, however, as the two companies failed to agree on price. Manufacturer Altera Part Number Manufacturer Lead Time America II Stock Position Cyclone I (EP1Cxxx) FPGA Family 13 – 14 Weeks In Stock -Exception: EP1C3xxx, EP1C4xxx 4 – 5 Weeks In Stock Cyclone II (EP2Cxxx, EP2CxxAF) FPGA Family 4 – 5 Weeks In Stock -Exceptions: EP2C35/EP2C50U/EP2C70 14 – 15 Weeks In Stock Cyclone III (EP3Cxxx), Cyclone IV E (EP4CExxx) FPGA families 6 – 9 Weeks In Stock Cyclone III LS (EP3CLSxxx) FPGA Family 12 – 14 Weeks In Stock Cyclone IV GX (EP4CGXxxx) FPGA Family 6 – 9 Weeks In Stock ACEX 1K (EP1Kxxx) FPGA Family 13 – Weeks In Stock EPCQxxx/EPCSxxx Configuration Prom Families 16 Weeks In Stock Stratix II (EP2Sxxx), Stratix II GX (EP2SGXxxx) FPGA Families 10 – 13 Weeks In Stock Stratix III E (EP3SExxx), Stratix III L (EP3SLxxx) Families 5 – 16 Weeks In Stock MAX7000 CPLD (EPM7xxxAE/EPM7xxxE/EPMxxxS) 5 – 16 Weeks In Stock MAX3000 (EPM3xxxA) CPLD Families 4 – 6 Weeks In Stock MAX II (EPM240, EPM570, EPM1270, EPM2210) CPLD Families 20 – 21 Weeks In Stock America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. www.aiijapan.com • 11 Complex ICs fluctuating demand, reduced growth expected As we make our way towards the halfway point for 2015, we are seeing the market driven by specific external forces that are influencing demand. The strengthened US dollar is raising prices in Europe and parts of Asia to allow suppliers to keep their margins intact. This translates to a slowdown in demand, though still with potential to increase revenues. The uncertain demand flow and pushed-out orders in some regions is equating to reduced semiconductor growth so far this year. Taking a broader glance, continued IoT growth is expected to drive demand higher over the next several years. As more and more devices are connected to the internet, conservative reports estimate around 26 billion devices will be connected by 2020 with some estimates as high as 100 billion to 200 billion devices. Global investment in smart grid technology is forecast to grow 19 percent annually through 2018. And so far we have just scratched the surface of the IoT opportunity. According to Intel, 85 percent of industrial end points are not yet connected. Manufacturer Avago / PLX Broadcom FTDI Marvell Part Number Description Manufacturer Lead Time PEX8112xxxxx PCI Express to PCI Bridge 12 – 16 Weeks In Stock PEX8606xxxxx PCI Express Switch 12 – 16 Weeks In Stock PEX8624xxxxx 1 Lane PCI Express to PCI Bridge, 144-Ball Pbga 12 – 16 Weeks In Stock PEX8648xxxxx PCI Express Switch 48Lanes 12Ports 1-CH 676-Pin FCBGA 12 – 16 Weeks In Stock BCM5461xxxxx I-Temp 10/100/1000 Base-T Gigabit Transceiver 16 – 22 Weeks In Stock BCM56800xxxxx Ethernet Switch 20 Port 2000Gbps 16 – 22 Weeks In Stock BCM8726xxxxx Dual 10GBE SFP+/LRM Serial to XAUI Transceiver 16 – 22 Weeks In Stock BCM8747xxxxx Quad 10GBE SFP+Serial to XAUI Transceiver 16 – 22 Weeks In Stock FT232Rxxxxx USB UART IC Interface 8 – 10 Weeks In Stock 88AP270Mxxxxx Connected Media Processor 18 – 22 Weeks In Stock 88E1111xxxxx Integrated 10/100/1000 Ultra Gigabit Ethernet Transceiver 18 – 22 Weeks In Stock 88E1112xxxxx ALASKA GB PHY W/D 18 – 22 Weeks In Stock 88E1145xxxxx ALASKATM Quad Gigabit PHY 18 – 22 Weeks In Stock 88E6185xxxxx Ethernet Switch 18 – 22 Weeks In Stock 12 • www.aiijapan.com America II Stock Position America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. Mergers and acquisitions are all the rage in 2015. With Avago’s acquisition of PLX Technology now completed, procurement options for PLX product is very limited with only a handful of suppliers willing and able to take lead time orders. Lead times for PLX are currently running 12 – 16 weeks. Lattice Semiconductor’s recent acquisition of Silicon Image has left uncertainty with all things Silicon Image, from the pricing to the lead times and future supply chain options. Lead times on Silicon Image product have extended out to 12+ weeks, with some devices stretching to 16+ weeks. Microsemi has agreed to acquire Vitesse, and this brings similar questions and concerns of the future availability of Vitesse product. Much of Broadcom’s portfolio continues to run 16+ weeks, while Marvell’s Ethernet switches and processors are still 18 – 22 weeks. Lead times for Future Technology Devices (FTD) USB UART products have leveled back to a more typical 8 – 10 weeks. Semtech’s Gennum product line of equalizers, serializers and timing generators are now running 8 – 12 weeks. Manufacturer Semtech/ Gennum Silicon Image Vitesse Manufacturer Lead Time America II Stock Position Part Number Description GO1555xxxxx Oscillator VCO 1483.5MHz to 1485MHz 2.5V 8-Pin SMD T/R 8 – 12 Weeks In Stock GS1559xxxxx Multi Rate Deserializer 100-Pin BGA 8 – 12 Weeks In Stock GS2960xxxxx Receiver 8 – 12 Weeks In Stock GS2962xxxxx Serializer with Complete SMPTE Video Support 8 – 12 Weeks In Stock GS2965xxxxx Multi-rate SDI Reclocker with Equalization & De-emphasis 8 – 12 Weeks In Stock GS2972xxxxx Transmitter 8 – 12 Weeks In Stock GS2994xxxxx Adaptive Cable Equalizer 16-Pin QFN 8 – 12 Weeks EP In Stock SII1160xxxxx PanelLink Transmitter 100-Pin TQFP 12 – 16 Weeks In Stock SII1161xxxxx PanelLink Receiver 100-Pin TQFP 12 – 6 Weeks In Stock SII164xxxxx Transmitter 2TX 64-Pin TQFP 12 – 16 Weeks In Stock SII9134xxxxx HDMI Transmitter 12 – 16 Weeks In Stock SII9135xxxxx HDMI Dual Receiver 144-Pin TQFP 12 – 16 Weeks In Stock VSC8479xxxxx 9.95 GBPS TO 11.3 GBPS 16-bit Transceiver 12 – 16 Weeks In Stock VSC8488xxxxx Dual Channel WAN/LAN/ BACKPLANE XAUI to SFP+/KR Transceiver 12 – 16 Weeks In Stock VSC8664xxxxx PHY 10Mbps/100Mbps/1Gbps 256Pin BGA 12 – 16 Weeks In Stock America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. www.aiijapan.com • 13 Franchise Lines Manufacturer 3M Corp. www.3m.com ADDA www.addausa.com Alliance Memory www.alliancememory.com Allied Components International www.alliedcomponents.com Altech www.altechcorp.com America Semiconductor www.americasemi.com Antistat www.antistat.co.uk Autosplice Components Various for Industrial, Electrical, & Utility Markets Panduit, Molex, Raychem, Sumitumo, Canusa, DuPont, Ellsworth, Beacon, Uline, Nashua, Gorilla DC/AC Fans, Heatsinks, DC Chip Fans, Blowers & Thermal Modules Various applications that require heat dissipation Sunon, Nidec, NMB, Delta, YS Tech Asynchronous SRAM, Synchronous SRAM, Synchronous DRAM, DDR1, DDR2 Various Cypress, IDT, ISSI, GSI, Samsung, Etron, Micron, Winbond, Infineon, Elpida, Nanya, Hitachi, SK Hynix, NEC, Renesas, ZMD SMD Multilayer Inductors/Baluns/Low Pass Filters, SMD Wirewound Inductors/USB Common Mode Chokes, SMD Power Inductors, Toroidal Inductors/Common Mode Chokes, Ferrite Beads, Leaded Inductors & Chokes, LAN Pulse Transformers, RJ45 Mag Connectors, Transformers, Custom Toroids, Custom Magnetics Power Supplies, Routers, Servers, Ethernet & PoE, Test Equipment, Lighting, Electronic Meters, Medical, Industrial Controls & Equipment, Wireless, Telecom Bourns, J.W. Miller, Coilcraft, Coiltronics, Datatronics, Delevan, Epcos, Fair-Rite, Murata, NIC, Panasonic, Pulse, Renco, Steward, Sumida, Taiyo Yuden, TDK, Vishay, Wurth, XFMRS Inc. Terminal Blocks, Circuit Breakers, Fuses, Enclosures, Power Supplies, Contactors, Interface Modules Industrial Control, Instrumentation and Automation Applications Allen Bradley, Weidmuller, Wieland, Sola, Idec, Woertz, Omron, Weco, Siemens, Entrelec, Phoenix, Pulse, Conta Clip, Cutler-Hammer, Cabur Bridge Diodes, Diacs, High Power Recovery Rectifiers, High Power Schottky Rectifiers, IGBT Modules, SCR’s, Triacs, TVS Diodes, Zener Diodes AC/DC Motor Drives, Alternative Energy, Induction Heating, Oil Drilling, Power Grid, Transportation/Rail, UPS, Welding, White goods, HVAC Vishay, International Rectifier, Microsemi, Semikron, Powerex ESD Consumables, Cleanroom Supplies, Anti Static Bags, Mats, Gloves/Clothing, Tapes, Labels/Signs, Grounding, Handling/Storage, Test Equipment, packaging Solutions, Hand Tools Various, Pharmaceutical, Biotechnology, Medical, Electronics, Automotive, Aerospace, IT 3M, Hisco, Desco, Uline, Edco, SCS Headers, Pins, Tabs, Splices, Shields Automotive, Medical, Datacom, Industrial, Telecom, Consumer and Transportation Tyco, JST, Molex, Samtec RF Coaxial Connectors/Adapters, Cable Assemblies Any application that requires a cable connection Amp/Tyco, Amphenol, Berg, Huber Suhner, Johnson, Kings, Pasternack, Radiall Crystal Resonators, Clock Oscillators, Monolithic Quartz Filters, Power Supplies, Touch Panels Telecommunication, Automotive, Security, IoT, Smart Technology, Consumer Industries NDK, Epson, CTS, Abracon, TXC, Raltron, Mtron PTI Power Inductors, Chip Inductors, Beads, Chokes Notebook, Smart Phone, Wireless Router, Mother Board, Graphic Card, Set Top Box, LCD TV, Blue-Ray DVD Player, Game Console, Digital Camera Murata, Coilcraft, Vishay, TDK, Taiyo Yuden, Toko, Sumida, Cyntec, Wurth, Sunlord, Maglayers (Mexico Only) www.avielelectronics.com CEC Panda www.cecxtal-usa.com Chilisin www.chilisin.com.tw 14 • www.aiijapan.com Crosses Tapes, Heat Shrink, Antistatics (Bags & Wrist Straps), Ring Terminals, Adhesives, Safety Products (for Eyes, Hearing, Head & Face, Respiratory), Cable Accessories, LED Light Bulbs, & Abrasives www.autosplice.com Aviel Electronics Applications America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. Manufacturer Components Applications Crosses Crystals, Oscillators, Micro LCDs,Viewfinders, Magnets, Bearing Jewels, Ceramic Parts, ThinFilm Submount, Pressure Sensors Cutting, Lapping, Polishing, Etching, Thin-Film Technology, Material Molding, Sealing, Precision Implementation, MEMS, Waveguide, Analysis EPSON, KDS, Micro X’tal, Kyocera, NDK Connectors, Motors and Fans, Fuse Holders, Terminal Blocks, Speakers, Knobs, Switches and Keypads, Potentiometers, Jack Plugs and Sockets, Circuit Protection Audio, Engineering, Instrumentation, Medical, Lighting and Vending Neutrik, Pomona, HH Smith, CHK, Amphenol Switching Diodes, Schottky Diodes, Rectifiers, ESD Diodes, TVS Diodes, Transistors, Mosfets, Zeners, Bridge Rectifiers Various www.comchiptech.com Diodes Inc, Vishay, On Semi, Fairchild, NXP/Philips, Rohm, Panasonic/Matsushita, General Semi Cooltron Industrial AC Fans, DC Fans, AC Blowers, DC Blowers Servers, White Goods, AV Components, Applications that require heat dissipation Adda, Delta, Sunon, Comair Rotron, Jamicon, Orion Monochrome Character and Graphic Displays, TFT Color and Mono Displays Industrial, Household, Automotive, Medical and Consumer products. Various additional applications. New Vision Display, Varitronix, Tianma, Truly, Wintek, Veritronix, Microtips, Powertip, Densitron, III-V Systems, New Haven Displays Relays, Switches, Terminal Blocks, Connectors, Resettable Fuses, Inductors/ Ferrite Beads Computer Systems, Computer Peripherals, Network & Communication, Industrial Control & Instrument Equipments, Security Systems, Consumer Electronics & Household Appliances, Automotive, Power Industry Phoenix, Omron, C&K, Molex, Littelfuse www.foxonline.com Crystals, Oscillators, Timing Devices, TCXO, VCXO, OCXO Devices Wireless Communications Equipment and Telecommunications Devices, Computers and Peripherals, Instrumentation, Aerospace, Storage, Industrial, Automotive, Medical and Military Abracon, Citizen, Ecliptek, CTS, Raltron Goodsky Electric Relays Telecom, Automotive, Appliances, Electricity Systems/Automatic Control Omron, Tyco Schrack, P&B, American Zettler, Aromat, Fujitsu DIN Rail mounting, Wall Mounting and HandHeld Enclosures, PCB Mounted Terminal Blocks, Flexible Interconnect Cables Building Automation, White Goods, Energy Metering, Industrial Control, Signal Conditioning, Security, Automotive, Domestic Applicance, Elevator Control, Marine CamdenBoss, OKW, Phoenix Contact, Weidmuller Ceramic Capacitors, Disc Capacitors Various ATC, AVX, Kemet, Murata, NIC, Panasonic, Philips, Rohm, TDK, Samsung, Vishay, Johanson Quartz Crystals, Clock Oscillators, Automotive Crystals, Fast Make Oscillators, VCXOs, TCXOs, OCXOs, GPS Disciplined OCXOs, Rubidium Oscillators Aerospace, Automotive, Communications, Computing, Consumer, Industrial, Instrumentation, Medical, Military Abracon, Fox, ILSI, Ecliptek, NDK,Epson, CTS Citizen Finedevice Co., Ltd. http://cfd.citizen.co.jp/english/ Cliff Electronic Components www.cliffuk.co.uk Comchip Technologies www.cooltron.com Crystal Clear Technology (CCT) www.cct.com.my Excel Cell Electronic Co. (ECE) www.ece.com.tw Fox Electronics www.goodsky.com Hitaltech www.hitaltechusa.com HolyStone www.holystonecaps.com IQD Frequency Products www.iqdfrequencyproducts.com America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. www.aiijapan.com • 15 Franchise Lines Manufacturer Components (Cont’d) Applications Crosses www.isocom.com Optocouplers, Optoswitches, Mosfet Relays and Other Optoelectronic Components Lighting, Smart Meters, Gas Monitoring, Power Supplies, Medical, Set-top Boxes, Automation, Telecom, Instrumentation, Controls Toshiba, QT, Opto, Infineon, Microsemi, St. Micro, Fairchild, NEC, Avago, Cel, Vishay ITSWELL LED Lighting Illuminations, Signage, Architectural Light, Traffic Signal, Automotive Light, IR-Sensor, Home Appliances,Beauty Medical, Entertainment Cree,Samsung LED, Philips Lumileds, Seoul Semi, LG Innotek, Osram Opto, Nichia, Everlight, Edison, Kingbright, Avago Mosfets, Diodes, Transistors, IBGT, Op Amps, Comparators, Voltage Detectors Computers, White Goods, Power Supplies, AV Components, Cell Phones Fairchild, INF, ONN, St Micro, Toshiba, Rohm, Panasonic, NXP, Microsemi Buzzers, Receivers, Speakers, Microphones and Earphones Automotive, Safety & Security, Home Appliance, Medical, Mobile Phone, DSC & DVC, Earphone, Headphone, Bluetooth Speakers Murata, TDK, Panasonic, Kyocera, Star, Hosiden LCD TVs and Displays Consumer, Commerical, Industrial, Hospitality, Education AIO, Marine, Hospital, Prison, Outdoor, Waterproof Samsung, LG, Viewsonic, Sharp www.leds.co.uk LED Lighting, Bulb Replacements LEDs, PCB Mounted LEDs, Sealed LED Panel Indicators Transportation, Telecom, Photo Science, Process Control, Defense, Industrial Applications Dialight LED Components, Data Display Products, LEDtronics, Sloan, Chicago Miniature Masach Technologies EMI/RFI Shields: Drawn, Custom and Classic Printed circuit boards Laird Tech, Leader Tech, Tech Etch, Holland Shielding, We-Online RF Transformers, Power Dividers, Couplers, Filters, Hybrid Set Top Box, DVRs, Cable Modems, Home Networking, HDTV Tuners, ECBs, Can Tuners, eMTAs MACOM, Mini-Circuit, TOKO, Coilcraft, Pulse and MiRF (N. & S. America Only) Diodes, Rectifiers, Zeners, Transient Voltage Protection (TVS), ESD Diodes and Arrays, Bipolar Junction Transistors, MOSFETs, and Bridge Rectifiers Computer, Notebook, PCs, Mobile Phone, Set Top Box, LCD TVs, Digital Camera, MP3/4/5 Player, Industrial Power Supplies Vishay, On Semi, Diodes Inc, Fairchild, NXP, Littlefuse, ST, Infinion, MCC, Taiwan Semiconductor (TSC), Semtech, Protek RCD Components Resistors, Capacitors, Inductors, Delay Lines Various Avx, Kemet, Vishay, Panasonic, TDK, Murata, Johanson, NIC, Tecate, Ohmtek, Taiyo Yuden ESD/Static Control Products, Bags, Wrist/Foot Straps, Mats, Vacuums, Test Instruments, Ionizers, Workstation Accessories Maintenance Solutions, Packaging, Personal Grounding, Workstation Products Pemro, Botron, ITW Chemtronics, ACL Staticide (NTC) Negative Temperature Coefficient Thermistors and Sensors Various kinds of Home and Kitchen Appliances, Alternative Energy, Beauty Care, Automobile Electronics TDK, Epcos, TKS, Tyco, Yageo Isocom Components www.itswell.com/en KEC www.keccorp.com Kingstate www.kingstate.com.tw (N. & S. America and Asia Only) Kontech USA www.kontech.com.cn Marl International www.masach.com Micro-C www.micro-c.com.cn PanJit Semiconductor www.panjit.com www.rcd-comp.com SCS staticcontrol.descoindustries.com Shenzhen KPD Electronics Co., Ltd. www.kpd-ntc.com/EN 16 • www.aiijapan.com America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. Manufacturer Taiwan Semiconductor www.taiwansemi.com Tekmos Components Applications Amplifiers, Comparators, Analog ICs, Hall Effect Sensors, Lighting ICs, Linear Voltage Regulators, Switching Regulators, Voltage References, Bridge Rectifiers, Diacs, Thyristors, Diodes, ESD Protection Diodes, IGBTs, Mosfets, and Transistors Automotive, Consumer, Computing, Industrial, Lighting, Portable Devices, Power Management, Telecommunications Diodes Inc., Vishay, ON Semi, Fairchild, NXP, Rohm, TI, Panasonic, General Semi, ST, Microcontrollers, ASICs, FPGAs, Memory Various Intel, NXP, Atmel, Freescale, Xilinx, Altera, AMI, NEC, Toshiba, TI, Oki, LSI Crystal Oscillators, Ceramic Filters/ Resonators, SAW Filters and Resonators GPS, Cellular Base Stations, LAN Equipment, Automotive, Digital Camera, MP3, Mother Board, AV Components Citizen, Fox, Abracon, Ecliptek Power Supply IC’s, Power Management, ESD Protection, Interfaces, Analog Switches, Multiplexers Cellular Phones, LAN Equipment, Printers, Peripherals, PDA’s, MP3’s Maxim, St Micro, Sipex/ Exar, Intersil, TI, ADI, Linear, Vishay, Fairchild, Pericom, Onsemi, NXP, Semtech, Toshiba, Protek, CMD LED Components/Bulbs, Thru-hole, SMD, Strip Lighting, Modules Traditional Lighting, Electronic Products, Automobile, Traffic Signals, Fountains Everlight, Osram Capacitors/Resistors, RF Devices, HighFrequency Inductors Various AVX, Murata, Vishay, Kemet, TDK Lamps, Readouts, Optical Products, Panel Mount Indicators, LED Lighting Solutions Restaurant Equipment, Industrial Equipment & Controls, Test Equipment, White Goods, Panel Box/ Control Panel, Oil/Drilling Chicago Miniature, Dialight, Sloan, Arco, Marl, Apem, Lumex, EAO Switch, Oxley, Bivar www.tekmos.com TGS www.tgsinc.us Union Semiconductor www.union-ic.com VaOpto www.vaopto.com Walsin Technologies www.passivecomponent.com Wamco www.wamcoinc.com Crosses America II Continues to Sign New Franchise Lines America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. www.aiijapan.com • 17 Contact us Total customer satisfaction America II Japan 20F Queens Tower C 2-3-5 Minatomirai, Nishi-ku, Yokohama Japan 220-6220 Tel: 045-227-8282 Fax: 045-227-8293 japan@americaii.com www.aiijapan.com Worldwide Headquarters 2600 118th Ave. N. St. Petersburg, FL 33716 USA www.americaii.com For the latest semiconductor and electronic component industry news, check out our social media channels: © 2015 America II Japan. All rights reserved. America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers. 18 • www.aiijapan.com America II Japan is not affiliated with the manufacturers of the products it sells except as expressly noted otherwise. Any and all trademark rights associated with the manufacturers’ names and products are owned by the respective manufacturers.