Benchmark your status
Staff -- Purchasing, 6/20/2002
The high tech sector of the economy is moving haltingly
toward recovery, but a profound lack of capital investment and capacity
rationalization among component manufacturers in 2001 has many purchasing execs
worried about 2003. This month's electronics leadtimes data shows what promises to be a growing gap between suppliers' most- and least-favored customers. Example: For every buyer receiving 64-Mb DRAMS in less than one week, there is another waiting 11-20 weeks for the same parts. For every buyer obtaining 64-Mb devices in 2-5 weeks, there are two waiting 6-10 weeks for delivery. A buyer waiting six or more weeks for 128-Mb DRAMS (half the population according to the latest survey) can consider him or herself in the least-favored customer category and should be looking now for ways to shore up market leverage before things really start to tighten up. A majority of tantalum capacitor buyers (56%) is looking at leadtimes in the 2-5 week range. For every buyer beating that benchmark, however, there are three waiting longer than five weeks. Other leadtime categories where some buyers are underperforming the market significantly include: 4-Mb SRAM , 8-MB flash, switches and printed circuit boards.
| Raw data for latest month | Recent history: Weighted averages | Movement in latest month | ||||||||||||
| ELECTRONICS LEADTIMES | <1 wk | 2-5wks | 6-10 wks | 11-20 wks | 21-30 wks | 30+ wks | Dec | Jan | Feb | Mar | Apr | May | June | |
| DRAM: 128 Mb | 13% | 38% | 50% | 0% | 0% | 0% | 5.3 | 5.1 | 4.3 | 5.1 | 3.2 | 4.5 | 5.4 | Stretch |
| DRAM: 64 Mb | 13% | 25% | 50% | 13% | 0% | 0% | 5.9 | 3.5 | 4.8 | 4.5 | 3.4 | 4.8 | 6.9 | Stretch |
| DRAM: 16 Mb | 29% | 43% | 14% | 14% | 0% | 0% | 5.6 | 5.2 | 6.4 | 4.2 | 3.4 | 3.8 | 5.0 | Stretch |
| SRAM: 4 Mb | 33% | 33% | 11% | 22% | 0% | 0% | 6.5 | 3.9 | 4.1 | 4.5 | 3.4 | 4.4 | 5.7 | Stretch |
| SRAM: 1 Mb | 20% | 60% | 20% | 0% | 0% | 0% | 6.5 | 5.2 | 4.1 | 4.5 | 3.4 | 4.5 | 3.8 | Shrink |
| SRAM: 256 K | 0% | 71% | 29% | 0% | 0% | 0% | 8.8 | 5.5 | 6.7 | 4.2 | 3.7 | 5.6 | 4.8 | Shrink |
| Flash: 32 Mb | 17% | 50% | 33% | 0% | 0% | 0% | 5.9 | 4.5 | 4.5 | 4.5 | 3.4 | 7.0 | 4.5 | Shrink |
| Flash: 16 Mb | 20% | 40% | 40% | 0% | 0% | 0% | 5.9 | 4.6 | 3.7 | 4.5 | 3.1 | 6.5 | 4.7 | Shrink |
| Flash: 8 Mb | 0% | 67% | 17% | 17% | 0% | 0% | 5.9 | 5.5 | 3.7 | 4.6 | 3.4 | 4.7 | 6.3 | Stretch |
| Logic: Bipolar | 20% | 60% | 20% | 0% | 0% | 0% | 6.7 | 4.1 | 3.5 | 4.2 | 2.9 | 4.3 | 3.8 | Shrink |
| Logic: CMOS | 17% | 50% | 33% | 0% | 0% | 0% | 6.2 | 4.3 | 3.2 | 3.9 | 2.5 | 3.0 | 4.5 | Stretch |
| MPU: 32-bit | 20% | 40% | 40% | 0% | 0% | 0% | 6.3 | 5.0 | 3.7 | 5.5 | 2.9 | 3.8 | 4.7 | Stretch |
| MPU: 16-bit | 25% | 25% | 50% | 0% | 0% | 0% | 6.7 | 6.0 | 4.3 | 4.6 | 2.3 | 5.3 | 5.0 | Shrink |
| Zener diode | 14% | 29% | 43% | 14% | 0% | 0% | 5.1 | 3.8 | 5.3 | 3.8 | 2.6 | 4.9 | 6.7 | Stretch |
| Thyristor | 11% | 22% | 67% | 0% | 0% | 0% | 5.7 | 4.5 | 4.5 | 4.2 | 2.6 | 5.6 | 6.2 | Stretch |
| Small-signal transistors | 13% | 63% | 25% | 0% | 0% | 0% | 3.6 | 3.9 | 4.4 | 4.2 | 2.3 | 4.0 | 4.3 | Stretch |
| MOSFET | 0% | 67% | 33% | 0% | 0% | 0% | 5.6 | 5.1 | 6.1 | 4.3 | 3.1 | 3.8 | 5.0 | Stretch |
| Analog digital converters | 0% | 63% | 38% | 0% | 0% | 0% | 8.2 | 6.2 | 5.5 | 4.3 | 3.4 | 5.4 | 5.2 | Shrink |
| Digital/analog converters | 0% | 43% | 57% | 0% | 0% | 0% | 7.2 | 5.6 | 5.5 | 4.3 | 3.0 | 5.8 | 6.1 | Stretch |
| Network resistors | 9% | 64% | 27% | 0% | 0% | 0% | 5.6 | 4.1 | 4.7 | 3.5 | 2.4 | 4.5 | 4.5 | No change |
| Thick film chip resistors | 17% | 17% | 67% | 0% | 0% | 0% | 4.9 | 5.5 | 4.6 | 3.5 | 2.8 | 4.4 | 6.0 | Stretch |
| Carbon film resistors | 22% | 33% | 44% | 0% | 0% | 0% | 5.8 | 4.5 | 4.9 | 2.9 | 2.2 | 4.1 | 4.8 | Stretch |
| Wirewound resistors | 25% | 42% | 33% | 0% | 0% | 0% | 4.7 | 5.5 | 5.4 | 4.4 | 2.8 | 4.5 | 4.3 | Shrink |
| Ceramic chip capacitors | 15% | 46% | 38% | 0% | 0% | 0% | 6.0 | 4.9 | 5.5 | 4.3 | 4.2 | 4.3 | 4.8 | Stretch |
| Film capacitors | 25% | 42% | 33% | 0% | 0% | 0% | 4.8 | 6.2 | 4.3 | 4.2 | 4.1 | 4.3 | 4.3 | No change |
| Tantalum chip capacitors | 11% | 56% | 22% | 11% | 0% | 0% | 7.1 | 6.1 | 5.9 | 4.4 | 3.8 | 6.0 | 5.5 | Shrink |
| D-SUB connectors | 29% | 43% | 29% | 0% | 0% | 0% | 3.9 | 4.1 | 3.3 | 3.6 | 3.4 | 3.8 | 3.9 | Stretch |
| PLCC connectors | 25% | 50% | 25% | 0% | 0% | 0% | 5.0 | 4.0 | 4.0 | 3.7 | 4.2 | 3.9 | 3.9 | No change |
| PCB connectors | 17% | 67% | 17% | 0% | 0% | 0% | 4.5 | 4.9 | 4.0 | 4.2 | 4.4 | 3.5 | 3.8 | Stretch |
| DIP switches | 14% | 71% | 14% | 0% | 0% | 0% | 5.6 | 5.3 | 4.0 | 4.2 | 5.0 | 3.9 | 3.7 | Shrink |
| Pushbutton switches | 40% | 35% | 20% | 5% | 0% | 0% | 6.0 | 3.6 | 3.6 | 4.3 | 4.5 | 3.2 | 3.8 | Stretch |
| Slide switches | 27% | 53% | 7% | 13% | 0% | 0% | 4.4 | 4.3 | 3.5 | 4.8 | 2.9 | 3.4 | 4.6 | Stretch |
| General purpose relays | 50% | 43% | 7% | 0% | 0% | 0% | 5.0 | 3.1 | 4.0 | 3.8 | 2.8 | 3.3 | 2.3 | Shrink |
| Solid state relays | 31% | 56% | 13% | 0% | 0% | 0% | 4.7 | 4.5 | 5.3 | 3.9 | 2.8 | 3.7 | 3.1 | Shrink |
| NiCd batteries | 17% | 58% | 25% | 0% | 0% | 0% | 6.2 | 3.2 | 3.6 | 3.4 | 2.8 | 4.6 | 4.1 | Shrink |
| NiMH batteries | 25% | 50% | 25% | 0% | 0% | 0% | 6.9 | 3.2 | 3.9 | 3.5 | 2.7 | 4.4 | 3.9 | Shrink |
| Li-ion batteries | 14% | 43% | 43% | 0% | 0% | 0% | 6.2 | 4.1 | 4.3 | 3.3 | 3.9 | 4.4 | 5.0 | Stretch |
| Switcher power supplies | 8% | 58% | 8% | 25% | 0% | 0% | 9.0 | 4.9 | 3.8 | 5.6 | 5.3 | 4.3 | 6.6 | Stretch |
| Single sided printed circuit boards | 0% | 90% | 5% | 0% | 5% | 0% | 5.4 | 4.0 | 4.5 | 4.6 | 4.5 | 4.6 | 4.8 | Stretch |
| Double sided printed circuit boards | 0% | 80% | 13% | 0% | 7% | 0% | 6.5 | 4.1 | 4.8 | 4.6 | 5.4 | 4.7 | 5.6 | Stretch |
| Multi-layer printed circuit boards | 0% | 64% | 36% | 0% | 0% | 0% | 6.1 | 4.5 | 5.7 | 5.0 | 4.9 | 6.0 | 5.1 | Shrink |
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