━━ EEPROM 总计 ━━
$28.20M
2027 订单 (BiBa) · 覆盖率57%
━━ Auto EEPROM ━━
$9.05M
2027 订单 (BiBa) · 覆盖56%
本周 Delinquent 恶化：从 $1,217K 增至 $1,522K（+$305K），PLD 基本持平（-$4K）。核心卡点仍是 DFN 封装（48周 LT，占 Delinquent 54% $815K），SO8 本周 PLD 下滑 -$20K。亮点：2027 订单累积到 $9,050K（+$103K），订单覆盖需求 55.9%。优先 push SIONCHIP / BYD SZ（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 | $4,671K | $4,655K | $1,173K | 80% |
| Q4 | $5,351K | $5,001K | $5,021K | $349K | 93% |
| 全年 | $18,143K | $16,620K | $16,624K | $1,523K | 91% |
Delinquent = BiBa − PLD。Q3 是当前交付压力最大的季度（交付率仅 80%，Delinquent $1,173K）。
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 | $9,130K | $8,521K | $8,541K | $20K | $610K |
|
| TSSOP | 26周 | $3,590K | $3,492K | $3,484K | +$8K | $98K |
|
| DFN | 48周 | $5,422K | $4,607K | $4,599K | +$8K | $815K |
|
🔴 DFN 是唯一不能满交付的封装（48周 LT），贡献 Delinquent 的 54%（$815K / $1,522K）。瓶颈在菲律宾 Calamba 封测厂。
料号 PLD 周度变化（本周 9/4 vs 上周 8/31）
| Commercial Product Code | 封装 | 上周 PLD | 本周 PLD | Gap |
|---|
| M24128-DRMF3TG/K | DFN | $2,408K | $2,416K | +$8K |
| ↳ SIONCHIP | | $2,387K | $2,387K | — |
| ↳ VISTEON | | $8K | $16K | +$8K |
| ↳ DESAY | | $13K | $12K | — |
| M24C04-DRDW3TP/K | TSSOP | $558K | $566K | +$8K |
| ↳ VISTEON | | $451K | $459K | +$8K |
| ↳ TCL MOBILE | | $107K | $107K | — |
| M95512-DRMN3TP/K | SO8 | $765K | $761K | $4K |
| ↳ JOYSON ELECTRONICS | | $270K | $270K | — |
| ↳ XIAOPENG MOTORS | | $171K | $171K | — |
| ↳ DESAY | | $148K | $143K | -$4K |
| M95256-DRMN3TP/K | SO8 | $516K | $502K | $14K |
| ↳ XIAOPENG MOTORS | | $256K | $256K | — |
| ↳ SUNGROW | | $226K | $194K | -$32K |
| ↳ SHINRY | | $18K | $18K | — |
本周 PLD 变化 -$2K（有增有减，滚动微调）。最大下调：M95256-DRMN3TP（SO8，-$14K）；最大上调：M24128-DRMF3TG（DFN，+$8K）。
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 | $3,305K | 进行中（7-9月） |
| Q4 | $0K | 未开始 |
| 合计 | $10,641K | |
1-8 月 POS 合计 $10,229K。*9月 POS 仅统计至 9/4（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 | $3,492K | 39% |
| Q2 | $2,712K | 30% |
| Q3 | $1,629K | 18% |
| Q4 | $1,216K | 13% |
| 合计 | $9,049K | 100% |
订单集中在 H1（69%）。Q3/Q4 会随时间推移陆续补入。
| Top 客户 | 2027 BiBa |
|---|
| DESAY | $2,091K |
| VISTEON | $1,245K |
| LONGHORN | $769K |
| AGIBOT INNOV SH | $450K |
| XIAOPENG MOTORS | $369K |
| BYD SZ | $347K |
| JOYSON ELECTRONICS | $321K |
| ASENSING ELECTRONICS | $240K |
| BETHEL | $199K |
| LEEKR SH | $185K |
订单周度变化（本周 9/4 vs 上周 8/31）
| 客户 | 2026 上周 | 2026 本周 | 26 Δ | 2027 上周 | 2027 本周 | 27 Δ |
|---|
| BYD SZ | $2,021K | $2,200K | +$179K | — | — | — |
| IMI TECH SZ | $58K | $102K | +$45K | $45K | $0K | -$45K |
| SZSINCOO CTRL SZ | $26K | $67K | +$41K | — | — | — |
| STEINCKER ENERGY | $57K | $91K | +$34K | — | — | — |
| SUNGROW | $226K | $194K | -$32K | — | — | — |
| DESAY | — | — | — | $2,021K | $2,091K | +$70K |
| ARRIS TEC SZX | — | — | — | $4K | $52K | +$48K |
| RUKING | — | — | — | $77K | $20K | -$57K |
口径：非 CHINA GEOGRAPHIC 用 Group、CHINA GEOGRAPHIC 用 Name。2026 订单主要变化：BYD SZ +$179K、SUNGROW -$32K。2027 订单：DESAY +$70K、ARRIS +$48K、RUKING -$57K。
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 SZ | $347K | $1,857K | 19% | $1,510K |
| VISTEON | $1,245K | $1,609K | 77% | $365K |
| ATECH AUTO | $126K | $487K | 26% | $362K |
| SHINRY | $4K | $331K | 1% | $326K |
| HIRAIN | $54K | $358K | 15% | $304K |
| KEBODA | $74K | $290K | 26% | $216K |
| TOPBAND | $126K | $320K | 39% | $194K |
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 55.9%。P0 重点（订单缺口大）：SIONCHIP（5%）、BYD SZ（19%）、SHINRY（1%）、HIRAIN（15%）。
━━ GP EEPROM ━━
$19.15M
2027 订单 (BiBa) · 覆盖57%
GP EEPROM Q3 交付压力极大：Delinquent 高达 $5,163K，Q3 交付率仅 71%（Delinquent $3,496K）。最大瓶颈是 SO8 封装（$3,801K 欠交，占 74%）。2027 订单累积 $19,150K，订单覆盖需求 57.3%。优先 push SIONCHIP / ARRIS / 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 | $11,919K | $8,424K | $3,496K | 71% |
| Q4 | $9,919K | $8,252K | $1,667K | 83% |
| 全年 | $34,879K | $29,717K | $5,162K | 85% |
Delinquent = BiBa − PLD。Q3 是当前交付压力最大的季度（交付率仅 71%，Delinquent $3,496K）。
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 | $23,267K | $19,466K | $3,801K |
|
| TSSOP | 36周 | $4,427K | $4,240K | $187K |
|
| DFN | 36周 | $4,074K | $3,266K | $808K |
|
| WLCSP | 36周 | $3,105K | $2,737K | $368K |
|
🔴 SO8 是 GP 最大交付瓶颈（Delinquent $3,801K，占 74%），DFN 交付率也仅 80%。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 | $2,783K | $1,887K | $896K | 68% |
| ↳ CLOUDNINE INF HZ | | $459K | $253K | $206K | 55% |
| ↳ WIER S&T ZHUHAI | | $105K | $0K | $105K | 0% |
| ↳ LENOVO | | $152K | $51K | $101K | 34% |
| M24512-RMN6TP | SO8 | $3,092K | $2,603K | $490K | 84% |
| ↳ XILI INTELLIGENT | | $443K | $228K | $215K | 51% |
| ↳ LONGJI NINGGUANG | | $243K | $169K | $74K | 70% |
| ↳ HOLLEY TECH | | $619K | $568K | $51K | 92% |
| M24C64-RMN6TP | SO8 | $962K | $686K | $277K | 71% |
| ↳ HANGZHOU YUYE | | $352K | $207K | $145K | 59% |
| ↳ HAIER | | $71K | $31K | $40K | 44% |
| ↳ WIER S&T ZHUHAI | | $24K | $0K | $24K | 0% |
| M24128-BWMN6TP | SO8 | $749K | $512K | $236K | 68% |
| ↳ SIONCHIP | | $299K | $219K | $80K | 73% |
| ↳ MAGINFRA SD | | $80K | $16K | $64K | 20% |
| ↳ RENACPOWER JS | | $83K | $24K | $59K | 29% |
| M24M01-RMN6TP | SO8 | $2,470K | $2,289K | $181K | 93% |
| ↳ XILI INTELLIGENT | | $205K | $166K | $39K | 81% |
| ↳ READY LINK BJ | | $71K | $42K | $29K | 60% |
| ↳ HUIZHONG INST | | $23K | $0K | $23K | 0% |
| 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 | $385K | $218K | $167K | 57% |
| ↳ KQUANDA ELEC SH | | $164K | $0K | $164K | 0% |
| ↳ ZTE | | $3K | $0K | $3K | 0% |
| M95256-DFMC6TG | DFN | $412K | $250K | $162K | 61% |
| ↳ DIEBOLD NIXD PAD | | $191K | $114K | $77K | 60% |
| ↳ ZHONGKE LINGCHUA | | $95K | $35K | $60K | 37% |
| ↳ ASKEY TECH SZX | | $126K | $101K | $25K | 80% |
| M95256-DFCS6TP/K | WLCSP | $311K | $150K | $160K | 48% |
| ↳ XUNTAO ELECT DG | | $206K | $46K | $160K | 22% |
| M24512E-FMN6TP | SO8 | $2,624K | $2,466K | $158K | 94% |
| ↳ SANXING | | $120K | $0K | $120K | 0% |
| ↳ BASIC INNOV HZ | | $22K | $0K | $22K | 0% |
| ↳ MAGINFRA SD | | $6K | $0K | $6K | 0% |
Delinquent = BiBa − PLD。TOP1 M24M02-DRMN6TP（SO8，2Mb）欠交 $896K、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 | $5,199K | 进行中（7-9月） |
| Q4 | $0K | 未开始 |
| 合计 | $18,810K | |
1-8 月 POS 合计 $18,359K。*9月 POS 仅统计至 9/4（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 | $8,250K | 43% |
| Q2 | $5,523K | 29% |
| Q3 | $3,176K | 17% |
| Q4 | $2,201K | 11% |
| 合计 | $19,150K | 100% |
订单集中在 H1（72%）。
| Top 客户 | 2027 BiBa |
|---|
| XUNTAO ELECT DG | $1,724K |
| HOLLEY TECH | $1,581K |
| LINYANG | $987K |
| GREE | $888K |
| XILI INTELLIGENT | $810K |
| DONGFANG WISDOM | $769K |
| SANXING | $626K |
| WASION GROUP | $548K |
| HISENSE VIS TECH | $496K |
| JKD TECH SZX | $444K |
2027 订单覆盖情况
| 客户 | 2027 BiBa | 2027 需求(FCST) | 覆盖率 | 缺口 |
|---|
| SIONCHIP | $482K | $1,752K | 28% | $1,270K |
| ARRIS TEC SZX | $52K | $1,320K | 1% | $1,268K |
| HONOR (HONOTO) | $131K | $1,373K | 10% | $1,242K |
| LONGJI NINGGUANG | $193K | $812K | 24% | $619K |
| SANXING | $626K | $1,151K | 54% | $525K |
| CLOUD LIGHT DG | $19K | $492K | 4% | $473K |
| WASION GROUP | $548K | $998K | 55% | $450K |
| HAIER | $266K | $660K | 40% | $394K |
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 57.3%。P0 重点（订单缺口大）：ARRIS TEC（1%）、SIONCHIP（28%）、HONOR（10%）。