Global analog chip giantTI (Texas Instruments) launched a new round of price strategy adjustment on August 4th, involving more than 60000 core models, which is nearly 20 times higher than the local price adjustment of 3300 models in June. According to industry research, this wave of price increases has penetrated into the terminal application field through the global distribution network, and only top strategic customers enjoy special discounts.

The latest price system shows that the price center of the entire series of products has shifted upwards10% -30%, with over 40% of models experiencing an increase exceeding the 30% mark. Especially in the two core tracks of industrial automation and automotive electronics, the prices of key components such as digital isolators and isolation drivers have generally increased by more than 25%, causing high attention in the industry chain.

It is worth noting that this price adjustment demonstrates a clear industrial upgrading orientation. By systematically raising the prices of traditional models,TI is accelerating the migration of customers to next-generation solutions. A typical case example is a DCDC converter released in 2018, where the price soared by 22%, while its iterative model was only moderately adjusted by 5%, forming a significant price gradient guidance.
From the perspective of segmented markets, price increases exhibit three major strategic characteristics:
The industrial control field has become a major disaster area, with over 40% of industrial control components raising prices. Taking the 16 bit ADC chip, the core component of factory automation, as an example, the unit price has jumped from $3.2 to $4.1 (28%), which is equivalent to an increase of $8-12 in the cost of a single device.
2. The premium of the automotive electronics sector is significant, with the BMS dedicated isolation chip for new energy vehicles rising by 22%, and the power management IC for in car information and entertainment systems rising between 18% and 25%, directly affecting the overall BOM cost of the vehicle by about 3-5%.
3. Mild price adjustments will be implemented in the field of consumer electronics and communication equipment, with power management chips and RF front-end chip prices increasing by 5% -15%. It is worth noting that TI's communication equipment revenue surged by 50% year-on-year in the second quarter, and this price adjustment may be closely related to its strategic shift.
face, confrontTI's structural price adjustment strategy, our company has launched a "triple value solution":
-In the field of industrial control: XX series high-performance ADC chips, with performance comparable to similar TI products, with a price reduction of 20%;
-Automotive Electronics Track: Our independently developed BMS isolation chip has passed AEC-Q100 certification, reducing delivery time to 6 weeks;
-Communication power solution: Integrated PMIC module, supporting 5G base station applications, with a 35% increase in cost-effectiveness.
this timeThe price increase of TI is mainly due to three pressures: the rise in global supply chain costs, the long-term lower gross profit margin in China than the headquarters level (about 3.2 percentage points difference), and the annual increase of 18% in key raw material prices such as high-purity silicon wafers. Our company, with its vertically integrated supply chain system, can provide customers with more flexible supply guarantees.

Taiyi Semiconductor（TANi Semi is a Taiwanese based enterprise that focuses on the research and sales of high-quality, high-performance analog integrated circuits and power devices.

In 2019, Taiyi Semiconductor Co., Ltd. was officially established. The company has established a research and development team composed of renowned semiconductor enterprise elites, relying on solid professional technical accumulation and rich production practice experience to accurately captureMarket trends, deep focus on customer core needs, continuous research and development, and launch of semiconductor products with differentiated advantages and outstanding market competitiveness. As an innovation driven enterprise, Taiyi Semiconductor has always been deeply rooted in the core technology breakthroughs and industrial upgrading development in the semiconductor field, committed to growing into a vertically integrated semiconductor device manufacturer with international competitiveness（IDM and well-known brand operators.

Tai YiTANi Semiconductor Co., Ltd.'s main business covers the entire chain of integrated circuit ICs and discrete devices, including research and development, production, and sales. In the field of integrated circuit ICs, its product line covers power management ICs, motor drive ICs, operational amplifiers, digital amplifier ICs, voltage regulators, PWM control ICs, comparators, logic chips, Hall Hall Hall sensors, etc; In the field of discrete devices, it includes diodes (LEDs), Schottky diodes (SBDs), ESD/TVS protection transistors, bipolar transistors (BJTs), field-effect transistors (MOSFETs), IGBT single tubes and modules, thyristors (SCR), and third-generation semiconductor materials such as SiC devices. The rich product matrix under Taiyi TANi can meet the diverse needs of different application fields such as consumer grade, industrial grade, and automotive grade.
Our company relies onpearlThe Triangle Intelligent Manufacturing Base has sufficient reserve production capacity and can provide customers with:
-24/7 technical support response
-90 day flexible inventory buffer period
-Customized BOM optimization plan

For the following part numbers, we can achieve100% perfect replacement:

Although the current spot market remains stable, it is expected thatQ4 will have a chain reaction: downstream enterprises will accelerate inventory turnover and optimize supply chain structure. We suggest that customers plan ahead. Our company has launched the "TI Replacement Special Program" to provide free sample testing, technical integration, and cost optimization solutions. Seize the window of industrial transformation and choose partners with localized service capabilities to steadily move forward in the industry turbulence.