According to the latest observations, from the beginning of 2023, the industry growth rate from heaven to purgatory. Perhaps, for industrial control chip manufacturers, a new round of shuffle has just begun?

Inventory: TI leadership, industrial control chip inventory of innovative high

According to the financial report of the head manufacturers of 11 Global Global Control Chip, since 2022Q2, the average inventory of the industrial control chip has shown an upward trend. The increase in inventory in inventory since the end of last year shows that the current global industrial control industry has entered the inventory adjustment stage.Taking the leading manufacturer TI as an example, the number of days of inventory increased from 134 days of 2022Q4 to 179 days of 2023Q1, which is much higher than its conventional inventory water level at 90-110 days.

Chart: The inventory of the inventory of 11 industry -controlled chip manufacturers worldwide changes (unit: day)

Source of data: Wind, annual reports of each company, Core Eight Brother

Specifically, the average inventory of industrial control chip manufacturers has reached 127 days, with a conventional inventory aqualm line of more than 85-100 days.Obviously, since last year, the industrial control industry has expanded greater than the demand, the risk of inventory increased, and the industry's prosperity declined.

Chart: The average inventory turnover of 11 Global Gongzhong -controlled chip manufacturers (units: day)

Source of data: Wind, annual reports of each company, Core Eight Brother

From the perspective of the average growth rate of the inventory cycle of 11 workers control chip manufacturers and the comparison of TI data, 2022Q4 is the node of the industry's rise in inventory. The current industry is still in the rise of inventory.Determination.