The shortage condition was amplified, but not caused, by the pandemic. Most of 2020 was following the bouncing ball as manufacturing locations and complete countries were locked down and available materials flowed to where was open. The first real signs of the developing shortage were showing their face in Q4 2020. By Q1 2021, production stoppages the world over were making headlines.
The first major wave hit MCUs. PMICs were next in line, followed by the humble transistors and even passives came back to the fore after garnering all the attention in 2018. FPGA are always in demand with their price point and buyers trying to cost down. Lead times of more than 70 weeks have not improved their plight.
You can see the trends by device type and manufacturer since 2021 in the following charts, plus the failure rates we've found.
To these trends, we'll be adding failure information for which manufacturers and device types are being hardest hit by counterfeit and substandard (CS) devices. Happy to return this information to you, and look forward to the quality ratings returning in August.
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