October 18 news, according to Bloomberg local time reported on October 17, Susquehanna Financial Group released the latest research report pointed out that the overall average chip delivery cycle in September 2022 was 26.3 weeks, shortened by 4 days compared to August, the largest drop in the past two years, showing that the chip industry supply tightness is being eased.

Susquehanna analyst Christopher Rolland pointed out that the waiting time for all key product categories are showing a trend of shortening, power management, analog chips fell the most.

It is worth noting that the U.S. Department of Commerce Bureau of the Census released data on October 14, 2022 September U.S. retail sales of electronic and electrical stores fell 8.6% annually (0.8% monthly) to $ 7.444 billion, the lowest since January of this year, the seventh consecutive month showing a year-on-year decline.

The U.S. Department of Labor Bureau of Labor Statistics (BLS) released on October 7, 2022, the number of U.S. semiconductor and related electronic components employment in September compared to the August 388,400 (the highest since March 2009) decreased by 100 people a month to 388,300, the first time in nine months to show a contraction.

AMD CEO Lisa Su said on Oct. 6 that the personal computer (PC) market turned significantly weaker in the third quarter of 2022, and the overall economic situation led to lower-than-expected PC demand, resulting in a significant adjustment in the entire PC supply chain inventory.

U.S. media "Automotive News" (Automotive News) reported on October 16, forecasting agency AutoForecast Solutions (AFS) pointed out that so far this year, the global car manufacturers due to chip supply shortage and cut nearly 3.6 million units of production capacity, down from 10.5 million units in 2021, chip shortage led to a shortfall of 25,900 units of global car production last week. The chip shortage led to a 25,900-unit shortfall in global vehicle production last week, including 23,300 units for North American car makers.

Sam Fiorani, vice president of AFS Global Automotive Forecast, pointed out that although the chip supply continues to improve, the end point of the shortage of automotive chips continues to be delayed, and automakers expect the chip shortage to enter its third year and have begun to revise production plans for 2023.

The Federal Reserve Board (FED) announced on September 15 that the annual rate of U.S. car and light truck assembly in August (adjusted for seasonal factors) rose to 10.16 million units from 10.06 million units in July, the highest since April, the third consecutive month of upward movement.

The Kelley Blue Book (KBB), a Cox Automotive brand, announced on October 12 that the U.S. average transaction price (ATP) for new vehicles increased 6.1% annually (0.3% monthly) to $48,094 in September 2022, the first monthly decrease in five months.

source：xinzhixun