Complex ICs

2016 - Q1
The 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.
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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