━━ EEPROM 总计 ━━
$30.47M
2027 订单 (BiBa) · 覆盖率61%
━━ Auto EEPROM ━━
$8.87M
2027 订单 (BiBa) · 覆盖55%
本周 Delinquent 基本持平：$1,447K（+$8K），Q3 仍是压力点（交付率 80%，Delinquent $1,142K）。DFN 交付率继续改善至 93%（Delinquent $363K）。亮点：POS 终端动销回升 +$258K，2027 订单累积到 $8,873K（+$133K），覆盖需求 55.2%。优先 push SIONCHIP / BYD（订单缺口最大）。
2026 分季度交付（BiBa → PLD）
| 季度 | 订单 BiBa | 交付 PLD | 上周 PLD | Delinquent | 交付率 |
|---|
| Q1 | $3,041K | $3,041K | $3,041K | $0K | 100% |
| Q2 | $3,907K | $3,907K | $3,907K | $0K | 100% |
| Q3 | $5,844K | $4,702K | $4,673K | $1,142K | 80% |
| Q4 | $5,230K | $4,926K | $4,955K | $305K | 94% |
| 全年 | $18,022K | $16,575K | $16,576K | $1,447K | 92% |
Delinquent = BiBa − PLD。Q3 是当前交付压力最大的季度（交付率仅 80%，Delinquent $1,142K）。
2026 分封装交付率（本周）
| 封装 | LT | 订单 BiBa | 交付 PLD | 上周 PLD | PLD Gap | Delinquent | 交付率 |
|---|
| SO8 | 26周 | $9,403K | $8,479K | $8,489K | -$10K | $924K |
|
| TSSOP | 26周 | $3,645K | $3,485K | $3,483K | +$2K | $160K |
|
| DFN | 48周 | $4,974K | $4,611K | $4,604K | +$7K | $363K |
|
SO8 是 Auto 当前最大欠交（$924K，占 64%）。DFN 交付率回升至 93%（Delinquent $363K，48周 LT 压力缓解）。
料号 PLD 周度变化（本周 9/19 vs 上周 9/13）
| Commercial Product Code | 封装 | 上周 PLD | 本周 PLD | Gap |
|---|
| M24C64-DRMN3TP/K | SO8 | $1,092K | $1,079K | -$13K |
| ↳ DESAY | | $801K | $801K | — |
| ↳ XIAOMI | | $108K | $108K | — |
| ↳ LIANCHUANG EL JX | | $34K | $34K | — |
| M95512-DRMN3TP/K | SO8 | $761K | $749K | -$12K |
| ↳ JOYSON ELECTRONICS | | $270K | $270K | — |
| ↳ XIAOPENG MOTORS | | $171K | $171K | — |
| ↳ DESAY | | $143K | $143K | — |
| M95128-DWDW4TP/K | TSSOP | $59K | $55K | -$4K |
| ↳ SGPE | | $49K | $45K | -$4K |
| ↳ MARUHI ELEC SH | | $10K | $10K | — |
| M24C64-DRMF3TG/K | DFN | $907K | $903K | -$4K |
| ↳ LONGHORN | | $322K | $322K | — |
| ↳ AGIBOT INNOV SH | | $229K | $229K | — |
| ↳ DESAY | | $132K | $132K | — |
| M95640-DRMN3TP/K | SO8 | $467K | $464K | -$3K |
| ↳ BYD SZ | | $163K | $161K | -$2K |
| ↳ O-FILM | | $131K | $131K | — |
| ↳ UAES | | $76K | $75K | -$1K |
| M24C16-DRMN3TP/K | SO8 | $407K | $404K | -$3K |
| ↳ FORYOU | | $144K | $144K | — |
| ↳ BYD SZ | | $109K | $106K | -$3K |
| ↳ DESAY | | $70K | $70K | — |
| M95M04-DWMN3TP/V | SO8 | $236K | $238K | +$2K |
| ↳ XIAOPENG MOTORS | | $93K | $93K | — |
| ↳ SINCEVISION SZX | | $70K | $73K | +$3K |
| ↳ PATEO CONNECT SH | | $73K | $73K | — |
| M24C04-DRMF3TG/K | DFN | $1K | $2K | +$1K |
| ↳ ETRON SUZHOU | | $0K | $1K | +$1K |
| ↳ LONGHORN | | $1K | $1K | — |
| M24C32-DRDW8TP/K | TSSOP | $243K | $244K | +$1K |
| ↳ BYD SZ | | $243K | $244K | +$1K |
本周 PLD 变化 -$3K（滚动微调，幅度极小）。最大下调：M95640-DRMN3TP（SO8，-$7K）；最大上调：M95160-DRMF3TG（DFN，+$6K）。
2026 POS 终端动销
| 季度 | POS (STM) | 说明 |
|---|
| Q1 | $2,850K | 已完结 |
| Q2 | $4,486K | 已完结 |
| Q3 | $3,803K | 进行中（7-9月） |
| Q4 | $0K | 未开始 |
| 合计 | $11,138K | |
1-8 月 POS 合计 $10,229K。*9月 POS 仅统计至 9/19（数据截止日，非全月），PLD 为全月计划，两者口径不同、不可直接对比。POS 是真实终端需求，不含 LT 前置效应。
2027 全年订单 (BiBa)
| 季度 | 订单 BiBa | 占比 |
|---|
| Q1 | $3,163K | 36% |
| Q2 | $2,811K | 32% |
| Q3 | $1,664K | 19% |
| Q4 | $1,235K | 14% |
| 合计 | $8,873K | 100% |
订单集中在 H1（68%）。Q3/Q4 会随时间推移陆续补入。
| Top 客户 | 2027 BiBa |
|---|
| DESAY | $2,064K |
| VISTEON | $1,271K |
| BYD | $530K |
| AGIBOT INNOV SH | $450K |
| LONGHORN | $438K |
| XIAOPENG MOTORS | $369K |
| Joyson | $313K |
| ASENSING ELECTRONICS | $240K |
| BETHEL | $199K |
| LEEKR SH | $185K |
订单周度变化（本周 9/19 vs 上周 9/13）
| 客户 | 2026 上周 | 2026 本周 | 26 Δ | 2027 上周 | 2027 本周 | 27 Δ |
|---|
| BYD | $2,433K | $2,507K | +$73K | $389K | $530K | +$141K |
| AGIBOT INNOV SH | $338K | $248K | -$90K | — | — | — |
| XINJE | $260K | $291K | +$31K | $119K | $87K | -$32K |
| RN TECH AH | — | — | — | $26K | $60K | +$34K |
| O-FILM | — | — | — | $61K | $33K | -$27K |
| GREATWALL MOTOR | $39K | $62K | +$23K | — | — | — |
| DJI | $105K | $82K | -$22K | — | — | — |
口径：非 CHINA GEOGRAPHIC 用 Group、CHINA GEOGRAPHIC 用 Name。2026 订单：AGIBOT -$90K、BYD +$73K。2027 订单：BYD +$141K、RN TECH +$34K、XINJE -$32K。
2027 订单覆盖情况
| 客户 | 2027 BiBa | 2027 需求(FCST) | 覆盖率 | 缺口 |
|---|
| SIONCHIP | $103K | $2,038K | 5% | $1,935K |
| BYD | $530K | $1,857K | 29% | $1,327K |
| ATECH AUTO | $138K | $487K | 28% | $349K |
| VISTEON | $1,271K | $1,609K | 79% | $339K |
| LONGHORN | $438K | $757K | 58% | $319K |
| HIRAIN | $54K | $358K | 15% | $304K |
| SHINRY | $84K | $331K | 25% | $247K |
| KEBODA | $79K | $290K | 27% | $211K |
口径：非 CHINA GEOGRAPHIC 用 Group、CHINA GEOGRAPHIC 用 Name；2027 需求 = 非GEO FCST + GEO 2026 BiBa；覆盖率 = 已下订单/需求，整体 55.2%。P0 重点（订单缺口大）：SIONCHIP（5%）、BYD（29%）、HIRAIN（15%）、SHINRY（25%）。
━━ GP EEPROM ━━
$21.59M
2027 订单 (BiBa) · 覆盖64%
GP EEPROM Q3 交付压力仍大：Delinquent $5,367K（-$13K 略改善），Q3 交付率 72%（Delinquent $3,358K）。最大瓶颈仍是 SO8 封装（$3,932K 欠交，占 73%）。亮点：2027 订单累积到 $21,593K（+$1,323K），覆盖需求 64.4%。优先 push ARRIS / SIONCHIP / HONOR（缺口最大）。
2026 分季度交付（BiBa → PLD）
| 季度 | 订单 BiBa | 交付 PLD | Delinquent | 交付率 |
|---|
| Q1 | $5,694K | $5,694K | $0K | 100% |
| Q2 | $7,347K | $7,347K | $0K | 100% |
| Q3 | $11,853K | $8,495K | $3,358K | 72% |
| Q4 | $9,820K | $7,811K | $2,009K | 80% |
| 全年 | $34,714K | $29,347K | $5,367K | 85% |
Delinquent = BiBa − PLD。Q3 是当前交付压力最大的季度（交付率仅 72%，Delinquent $3,358K）。
2026 分封装交付率（本周）
| 封装 | LT | 订单 BiBa | 交付 PLD | Delinquent | 交付率 |
|---|
| SO8 | 36周 | $23,300K | $19,368K | $3,932K |
|
| TSSOP | 36周 | $4,441K | $4,240K | $201K |
|
| DFN | 36周 | $3,852K | $3,007K | $845K |
|
| WLCSP | 36周 | $3,120K | $2,731K | $389K |
|
🔴 SO8 是 GP 最大交付瓶颈（Delinquent $3,932K，占 73%），DFN 交付率降至 78%。WLCSP 交付率 88%。
Top 10 Delinquent 料号（2026）
| Commercial Product Code | 封装 | 订单 BiBa | 交付 PLD | Delinquent | 交付率 |
|---|
| M24M02-DRMN6TP | SO8 | $2,759K | $1,886K | $873K | 68% |
| ↳ CLOUDNINE INF HZ | | $459K | $253K | $206K | 55% |
| ↳ WIER S&T ZHUHAI | | $105K | $0K | $105K | 0% |
| ↳ LENOVO | | $152K | $51K | $101K | 34% |
| M24512-RMN6TP | SO8 | $3,176K | $2,611K | $565K | 82% |
| ↳ XILI INTELLIGENT | | $443K | $228K | $215K | 51% |
| ↳ LONGJI NINGGUANG | | $241K | $167K | $74K | 69% |
| ↳ HOLLEY TECH | | $619K | $568K | $51K | 92% |
| M24C64-RMN6TP | SO8 | $969K | $679K | $290K | 70% |
| ↳ HANGZHOU YUYE | | $352K | $207K | $145K | 59% |
| ↳ HAIER | | $71K | $31K | $40K | 44% |
| ↳ CREATE S-T SZX | | $34K | $0K | $34K | 0% |
| M24M01-RMN6TP | SO8 | $2,470K | $2,208K | $261K | 89% |
| ↳ SANXING | | $387K | $305K | $82K | 79% |
| ↳ XILI INTELLIGENT | | $204K | $165K | $39K | 81% |
| ↳ READY LINK BJ | | $71K | $42K | $29K | 59% |
| M24128-BWMN6TP | SO8 | $749K | $512K | $237K | 68% |
| ↳ SIONCHIP | | $299K | $219K | $80K | 73% |
| ↳ MAGINFRA SD | | $80K | $16K | $64K | 20% |
| ↳ RENACPOWER JS | | $83K | $24K | $59K | 29% |
| M95256-DFMC6TG | DFN | $432K | $237K | $195K | 55% |
| ↳ DIEBOLD NIXD PAD | | $224K | $114K | $110K | 51% |
| ↳ ZHONGKE LINGCHUA | | $95K | $35K | $60K | 37% |
| ↳ ASKEY TECH SZX | | $113K | $88K | $25K | 78% |
| M24256-BFMC6TG | DFN | $440K | $266K | $174K | 60% |
| ↳ TWS TECH GZ | | $257K | $154K | $103K | 60% |
| ↳ TWS TECH HK | | $42K | $0K | $42K | 0% |
| ↳ CTEK TECH HK | | $15K | $0K | $15K | 0% |
| M95512-WMN6TP | SO8 | $390K | $218K | $172K | 56% |
| ↳ KQUANDA ELEC SH | | $168K | $0K | $168K | 0% |
| ↳ ZTE | | $3K | $0K | $3K | 0% |
| M95256-DFCS6TP/K | WLCSP | $311K | $150K | $161K | 48% |
| ↳ XUNTAO ELECT DG | | $206K | $46K | $160K | 22% |
| M24256E-FMN6TP | SO8 | $1,312K | $1,156K | $156K | 88% |
| ↳ SANXING | | $287K | $171K | $116K | 60% |
| ↳ SECOP GMBH | | $41K | $12K | $29K | 29% |
| ↳ LONGJI NINGGUANG | | $133K | $121K | $12K | 91% |
Delinquent = BiBa − PLD。TOP1 M24M02-DRMN6TP（SO8，2Mb）欠交 $873K、交付率仅 68%，是 GP 最大的单料号交付风险。
2026 POS 终端动销
| 季度 | POS (STM) | 说明 |
|---|
| Q1 | $5,937K | 已完结 |
| Q2 | $7,674K | 已完结 |
| Q3 | $6,472K | 进行中（7-9月） |
| Q4 | $0K | 未开始 |
| 合计 | $20,084K | |
1-8 月 POS 合计 $18,359K。*9月 POS 仅统计至 9/19（数据截止日，非全月）。POS 是真实终端需求。
2027 全年订单 (BiBa)
| 季度 | 订单 BiBa | 占比 |
|---|
| Q1 | $8,379K | 39% |
| Q2 | $5,831K | 27% |
| Q3 | $4,395K | 20% |
| Q4 | $2,988K | 14% |
| 合计 | $21,593K | 100% |
订单集中在 H1（66%）。
| Top 客户 | 2027 BiBa |
|---|
| XUNTAO ELECT DG | $1,724K |
| HOLLEY TECH | $1,581K |
| XILI INTELLIGENT | $1,335K |
| WASION GROUP | $1,212K |
| LINYANG | $1,107K |
| GREE | $888K |
| DONGFANG WISDOM | $769K |
| SANXING | $626K |
| HISENSE VIS TECH | $496K |
| CLOUDNINE INF HZ | $452K |
2027 订单覆盖情况
| 客户 | 2027 BiBa | 2027 需求(FCST) | 覆盖率 | 缺口 |
|---|
| ARRIS TEC SZX | $0K | $1,280K | 0% | $1,280K |
| SIONCHIP | $441K | $1,685K | 26% | $1,244K |
| HONOR (HONOTO) | $146K | $1,388K | 10% | $1,242K |
| SANXING | $626K | $1,151K | 54% | $525K |
| LONGJI NINGGUANG | $301K | $800K | 38% | $498K |
| CLOUD LIGHT DG | $24K | $493K | 5% | $469K |
| HAIER | $268K | $651K | 41% | $383K |
| LENOVO | $213K | $569K | 37% | $356K |
口径：非 CHINA GEOGRAPHIC 用 Group、CHINA GEOGRAPHIC 用 Name；2027 需求 = 非GEO FCST + GEO 2026 BiBa；覆盖率 = 已下订单/需求，整体 64.4%。P0 重点（订单缺口大）：ARRIS TEC（0%）、SIONCHIP（26%）、HONOR（10%）。