2016 - Q1The information found in Industry Watch is collected from many sources. It is gathered and updated on a quarterly basis by America II's Product Marketing Team. The data is intended to provide a high-level overview of lead times and market conditions. Buyers should use this information for guidance only.
Mergers and Acquistitions Completed; Lead Times Stable
The consolidation in the semiconductor industry through mergers and acquisitions continued to impact this product segment well into the second half of 2015. PMC-Sierra announced in November 2015 that they entered into a definitive agreement under which Microsemi will acquire PMC for approximately $2.5 billion. This ended a month-long bidding contest with Skyworks Solutions for PMC in which Skyworks chose not to modify its offer. They are now entitled to an $88.5 million termination fee from PMC. This acquisition will give Microsemi a leading position in high-performance and scalable storage solutions, as well as complement their portfolio of communications products. The transaction is expected to be completed in Q1 2016.
The acquisition of Broadcom Corporation by Avago Technologies was completed on February 1, 2016. The combined company will adopt the name Broadcom Limited. Their product portfolio will target four primary end markets: wired infrastructure, wireless communications, enterprise storage, and industrial/other, with a focus on such applications as data center networking and storage, home connectivity, broadband access, smart phones, and base stations.
Aside from only a few isolated cases, lead times across this product segment have remained consistent over the past few quarters, albeit at elevated levels. Avago’s PLX Tech and Broadcom product lines have stabilized at 12 - 16 weeks. Silicon Image lead times are still running 10 – 12 weeks. Lead times on Marvell’s Ethernet switches continue to run 12 – 16 weeks. Future Technology Devices (FTDI) USB UART products are still running 10 – 12 weeks. Semtech’s Gennum product line of equalizers, serializers, and timing generators have actually lowered to 10 – 12 weeks, down from 12 – 16 weeks.
|Manufacturer ||Part Number ||Description ||Manufacturer Lead Time ||America II Stock Position |
|Avago / PLX Tech ||PCI90xx ||I/O Accelerator Products ||12 Weeks ||In Stock |
|PEX8311xxxxx ||PCI Express to Bus Bridge ||12 Weeks ||In Stock |
|PEX86xx ||PCI Express Switch Products ||12 – 14 Weeks ||In Stock |
|PEX81xx ||PCI Express to PCI Bridge Products ||12 – 14 Weeks ||In Stock |
|Avago / Broadcom ||BCM52xx ||PHY Transceiver Products ||16 Weeks ||In Stock |
|BCM53xxx ||Communication Processor Products ||16 Weeks ||In Stock |
|BCM542xx ||GPHY Products ||16 Weeks ||In Stock |
|BCM5461x ||PHY Products ||16 Weeks ||In Stock |
|BCM568xx ||Ethernet Switch Products ||16 Weeks ||In Stock |
|BCM848xx ||Ethernet Transceiver Products ||16 Weeks ||In Stock |
|BCM870x ||LANPHY Products ||16 Weeks ||In Stock |
|FTDI ||FT232Rxxxxx ||USB UART IC Interface ||10 – 12 Weeks ||In Stock |
|Marvell ||88E1111xxxxx ||Integrated 10/100/1000 Ultra Gigabit Ethernet Transceiver ||12 – 16 Weeks ||In Stock |
|88E1112xxxxx ||ALASKA GB PHY W/D ||12 – 16 Weeks ||In Stock |
|88E6185xxxxx ||Ethernet Switch ||12 – 16 Weeks ||In Stock |
|Semtech/Gennum ||GS2961Axxxx ||Receiver 100-Pin BGA ||10 - 12 Weeks ||In Stock |
|GS2962xxxxx ||Serializer with Complete SMPTE Video Support ||10 - 12 Weeks ||In Stock |
|GS2965xxxxx ||Multi-rate SDI Reclocker with Equalization & De-emphasis ||10 - 12 Weeks ||In Stock |
|GS2970Axxxxx ||HD/SD/SDI Receiver 1RX 3Gbps 100-Pin BGA ||10 - 12 Weeks ||In Stock |
|GS2972xxxxx ||Transmitter ||10 - 12 Weeks ||In Stock |
|GS2974Axxxx ||Adaptive Cable Equalizer 16-Pin QFN EP ||10 - 12 Weeks ||In Stock |
|Silicon Image ||SII1161xxxx ||PanelLink Receiver 100-Pin TQFP ||10 - 12 Weeks ||In Stock |
|SII164xxxxx ||Transmitter 2TX 64-Pin TQFP ||10 - 12 Weeks ||In Stock |
|SII9134xxxxx ||HDMI Transmitter ||10 - 12 Weeks ||In Stock |
|SII9135xxxxx ||HDMI Dual Receiver 144-Pin TQFP ||10 - 12 Weeks ||In Stock |