The Nexperia case: Classification after the latest update
Current status of the delivery situation and impact on procurement
In a previous post, we explained how we are dealing with the tense delivery situation surrounding the manufacturer Nexperia. The aim was to create transparency and highlight measures that can help us remain operational despite limited availability. New information has since come to light, making it necessary to reassess the situation.
New findings, overall impression
From our point of view, the situation has not improved. Although the situation is now more clearly structured than it was a few months ago, the new findings are not promising. A new feature is the categorization of the affected components, which clearly reflects the current market situation:
• White list: A small proportion of the items manufactured by Nexperia continue to be unproblematic and can be procured as normal. These components currently form the only stable basis.
• Grey list: These components can theoretically be procured. The manufacturer is planning to relocate production to new factories. Actual component availability is not expected until the fourth quarter of 2026 at the earliest.
• Black List: The majority of the affected Nexperia items fall into this category. These components can no longer be ordered or procured. Relocation to other production sites is not possible, meaning that these components will not be returned to the market.
Limited availability and extreme price developments
The effects of this classification are clearly noticeable in daily procurement. In fact, only white-list items can still be procured. For all other components, the market is currently largely unable to act.
Delivery delays are caused less by extended production times and more by the fact that many components are completely sold out or no longer available. In addition, capacity bottlenecks are becoming more acute as the majority of the components affected are no longer being reproduced. Where residual quantities still appear on the market in isolated cases, extreme price developments are evident: in some cases, prices have increased many times over compared to their original level, while availability is very limited.
Shift in focus: From procurement to alternatives
Against this backdrop, we recommend a thorough review of existing parts lists. The aim should be to switch to alternative components from other manufacturers wherever possible in order to reduce dependence on individual manufacturers.
Manufacturer-neutral specifications are particularly important in this context. If we are free to procure components and are not tied to specific manufacturers, you have given us the necessary leeway to respond to market changes and better cushion future bottlenecks.
For items on the gray and black lists, however, it must be realistically acknowledged that there are currently no more reliable procurement options. In these cases, technical adjustments or design changes are unavoidable in our view.
Looking ahead: Openness and market observation
In the coming months, it will be crucial to focus more strongly on openness to other component manufacturers and to evaluate alternative material solutions at an early stage. Continuous market observation remains equally important, and new developments should be able to be classified quickly.
The situation surrounding Nexperia is exemplary of an overarching development in the global electronics market. Rising prices and longer delivery times are no longer the exception, but are increasingly becoming the new normal. A comparable example can currently be seen in the memory market: new technologies, especially in the field of AI applications, are driving demand significantly upward and at the same time leading to sell-outs, price increases, and extended delivery times.
The current Nexperia supply situation highlights how important flexibility, alternative component strategies, and transparent communication have become. There is no sign of the situation easing in the short term. This makes it all the more crucial to set the right course early on and make supply chains more robust in the long term.
