IC design industry insiders believe that there are many automotive chip products and should not be treated consistently. On the other hand, the upgrade tide of specific functional modules has driven the demand for new technology products, which is the key factor that the demand for automotive chips is still strong.

The adjustment of IDM manufacturers at this stage is only for some mature processes or power components that have been supplied without risk, and on the whole, there are no clearer signs of deterioration of automotive chips.

Specifically, there is currently a relative shortage of low-end power semiconductors and MCUs, but there is a relative shortage of new functional products and high-end MCU, IGBT, ADAS, AI, sensors, and automotive DDI-related chips. For example, according to the latest statistical forecast of Qunzhi Consulting, the market price of automotive MCU increased by about 5-10% in the third quarter!