━━ EEPROM 总计 ━━
$37.55M
2027 订单 (BiBa) · 覆盖率73%
━━ Auto EEPROM ━━
$10.78M
2027 订单 (BiBa) · 覆盖61%
本周 Delinquent 改善：$996K（-$137K），压力仍在 Q4（交付率 82%，Delinquent $996K）。亮点：POS 终端动销 +$309K（10月已 $1,327K），2027 订单累积到 $10,776K（+$420K），覆盖需求 61.1%。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 | $4,733K | $4,733K | $4,702K | $0K | 100% |
| Q4 | $5,508K | $4,512K | $4,668K | $996K | 82% |
| 全年 | $17,189K | $16,193K | $16,349K | $996K | 94% |
Delinquent = BiBa − PLD。Q3 已完结交付（100%）。Q4 是当前交付压力点（交付率 82%，Delinquent $996K）。
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 | 44周 | $8,801K | $8,299K | $8,382K | -$83K | $503K |
|
| TSSOP | 44周 | $3,557K | $3,440K | $3,519K | -$79K | $117K |
|
| DFN | 48周 | $4,830K | $4,454K | $4,447K | +$7K | $376K |
|
SO8 是 Auto 当前最大欠交（$576K，占 51%）。DFN 交付率回落至 92%（Delinquent $393K，48周 LT 压力回升）。⚠️ LT 调整：SO8/TSSOP 26→44周，DFN 48周不变。
料号 PLD 周度变化（本周 10/31 vs 上周 10/25）
| Commercial Product Code | 封装 | 上周 PLD | 本周 PLD | Gap |
|---|
| M95256-DRDW3TP/K | TSSOP | $635K | $546K | -$89K |
| M24C16-DRMN3TP/K | SO8 | $395K | $366K | -$29K |
| M95M01-DWMN3TP/K | SO8 | $967K | $946K | -$21K |
| M95640-DRMN3TP/K | SO8 | $432K | $415K | -$17K |
| M24256-DRMN8TP/K | SO8 | $237K | $221K | -$16K |
| M95128-DRMN3TP/K | SO8 | $1,032K | $1,017K | -$15K |
| M24C64-DRMN3TP/K | SO8 | $1,078K | $1,089K | +$11K |
| M24512-DRMN3TP/K | SO8 | $77K | $86K | +$10K |
本周 PLD 变化 -$164K。最大下调：M95256-DRDW3TP（TSSOP，-$89K）、M24C16-DRMN3TP（SO8，-$29K）；最大上调：M24C64-DRMN3TP（SO8，+$11K）。
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 | $4,160K | 已完结 |
| Q4 | $1,471K | 进行中（10月） |
| 合计 | $11,496K | |
1-8 月 POS 合计 $10,229K。10月已完整（$1,327K），*11月为预输入。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 | $3,208K | 30% |
| Q2 | $3,614K | 34% |
| Q3 | $2,182K | 20% |
| Q4 | $1,772K | 16% |
| 合计 | $10,776K | 100% |
订单集中在 H1（56%）。Q3/Q4 会随时间推移陆续补入。
| Top 客户 | 2027 BiBa |
|---|
| DESAY | $1,988K |
| VISTEON | $1,361K |
| BYD | $982K |
| LONGHORN | $469K |
| AGIBOT INNOV SH | $436K |
| XIAOPENG MOTORS | $431K |
| Joyson | $312K |
| ASENSING ELECTRONICS | $250K |
| SHINRY | $233K |
| DAISHI | $228K |
订单周度变化（本周 10/31 vs 上周 10/25）
| 客户 | 2026 上周 | 2026 本周 | 26 Δ | 2027 上周 | 2027 本周 | 27 Δ |
|---|
| BYD | $2,071K | $1,929K | -$142K | $837K | $982K | +$145K |
| WANJI INTE CON | $137K | $137K | $0K | $65K | $130K | +$65K |
| MARUHI ELEC SH | $126K | $77K | -$49K | $127K | $176K | +$49K |
| TCL MOBILE | $151K | $109K | -$42K | $55K | $97K | +$41K |
| DESAY | $1,642K | $1,636K | -$6K | $2,020K | $1,988K | -$32K |
| CLS/CN/SONGSHAN | — | — | — | $0K | $30K | +$30K |
| DAISHI | $177K | $177K | $0K | $201K | $228K | +$28K |
口径：非 CHINA GEOGRAPHIC 用 Group、CHINA GEOGRAPHIC 用 Name。2026 订单：BYD -$142K、MARUHI -$49K。2027 订单：BYD +$145K、WANJI +$65K、MARUHI +$49K。
2027 订单覆盖情况
| 客户 | 2027 BiBa | 2027 需求(FCST) | 覆盖率 | 缺口 |
|---|
| SIONCHIP | $200K | $3,255K | 6% | $3,055K |
| BYD | $982K | $2,373K | 41% | $1,392K |
| Joyson | $312K | $588K | 53% | $276K |
| VISTEON | $1,361K | $1,586K | 86% | $224K |
| XINJE | $112K | $322K | 35% | $210K |
| TOPBAND | $126K | $319K | 39% | $193K |
| SUNGROW | $1K | $193K | 1% | $192K |
| ATECH AUTO | $148K | $331K | 45% | $183K |
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 61.1%。P0 重点（订单缺口大）：SIONCHIP（6%）、BYD（41%）、XINJE（35%）、SUNGROW（1%）。
━━ GP EEPROM ━━
$26.78M
2027 订单 (BiBa) · 覆盖79%
GP EEPROM Q3 已完结交付（100%），压力仍在 Q4（交付率 64%，Delinquent $4,597K）。Delinquent 全年 $4,597K（+$62K 微升）。最大瓶颈仍是 SO8 封装（$3,282K 欠交，占 71%）。亮点：POS 动销 +$746K，2027 订单累积到 $26,777K（+$1,402K），覆盖需求 79.0%。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 | 上周 PLD | Delinquent | 交付率 |
|---|
| Q1 | $5,694K | $5,694K | $5,694K | $0K | 100% |
| Q2 | $7,347K | $7,347K | $7,347K | $0K | 100% |
| Q3 | $8,163K | $8,163K | $8,163K | $0K | 100% |
| Q4 | $12,664K | $8,067K | $8,010K | $4,597K | 64% |
| 全年 | $33,867K | $29,270K | $29,214K | $4,597K | 86% |
Delinquent = BiBa − PLD。Q3 已完结交付（100%）。Q4 是当前交付压力点（交付率 64%，Delinquent $4,597K）。
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 | 44周 | $22,472K | $19,190K | $19,154K | +$36K | $3,282K |
|
| TSSOP | 44周 | $4,376K | $4,117K | $4,117K | $0K | $259K |
|
| DFN | 44周 | $3,596K | $2,911K | $3,039K | -$127K | $685K |
|
| WLCSP | 44周 | $3,238K | $2,927K | $2,903K | +$24K | $312K |
|
🔴 SO8 是 GP 最大交付瓶颈（Delinquent $3,282K，占 71%），DFN 交付率 81%。WLCSP 交付率 90%。⚠️ LT 调整：其他 GP 36→44周；110nm 新工艺（E-F/F9V）26周。
Top 10 Delinquent 料号（2026）
| Commercial Product Code | 封装 | 订单 BiBa | 交付 PLD | Delinquent | 上周 Delinq | 交付率 |
|---|
| M24M02-DRMN6TP | SO8 | $2,466K | $1,787K | $680K | $683K | 72% |
| ↳ WIER S&T ZHUHAI | | $102K | $0K | $102K | | 0% |
| ↳ YUYUE TECH BJ | | $252K | $161K | $91K | | 64% |
| ↳ LENOVO | | $149K | $83K | $66K | | 55% |
| M24512-RMN6TP | SO8 | $3,018K | $2,622K | $396K | $382K | 87% |
| ↳ LONGJI NINGGUANG | | $244K | $168K | $76K | | 69% |
| ↳ HOLLEY TECH | | $625K | $569K | $56K | | 91% |
| ↳ SANHUA | | $35K | $1K | $33K | | 3% |
| M24M01-RMN6TP | SO8 | $2,458K | $2,205K | $253K | $251K | 90% |
| ↳ SANXING | | $386K | $305K | $81K | | 79% |
| ↳ READY LINK BJ | | $74K | $43K | $31K | | 58% |
| ↳ CAREL SUZHOU | | $108K | $81K | $28K | | 74% |
| M24128-BWMN6TP | SO8 | $754K | $512K | $242K | $242K | 68% |
| ↳ SIONCHIP | | $299K | $219K | $80K | | 73% |
| ↳ MAGINFRA SD | | $80K | $16K | $64K | | 20% |
| ↳ RENACPOWER JS | | $83K | $24K | $59K | | 29% |
| M95256-DFMC6TG | DFN | $420K | $237K | $182K | $182K | 57% |
| ↳ DIEBOLD NIXD PAD | | $224K | $114K | $110K | | 51% |
| ↳ ZHONGKE LINGCHUA | | $95K | $35K | $60K | | 37% |
| ↳ ASKEY TECH SZX | | $101K | $88K | $13K | | 88% |
| M95512-WMN6TP | SO8 | $389K | $217K | $172K | $172K | 56% |
| ↳ KQUANDA ELEC SH | | $168K | $0K | $168K | | 0% |
| ↳ ZTE | | $3K | $0K | $3K | | 0% |
| M95256-WMN6TP | SO8 | $238K | $86K | $152K | $152K | 36% |
| ↳ CREATION CZHOU | | $232K | $84K | $148K | | 36% |
| ↳ INVT | | $5K | $1K | $4K | | 13% |
| SCD4008 | SO8 | $1,156K | $1,016K | $140K | $140K | 88% |
| ↳ SIONCHIP | | $1,156K | $1,016K | $140K | | 88% |
| M24C16-RMN6TP | SO8 | $1,168K | $1,030K | $138K | $124K | 88% |
| ↳ HAIER | | $223K | $194K | $29K | | 87% |
| ↳ SUNRAM ELE GD | | $40K | $17K | $23K | | 43% |
| ↳ PHOENIX CONT AP | | $44K | $23K | $20K | | 53% |
| M24C64-RMN6TP | SO8 | $804K | $669K | $136K | $136K | 83% |
| ↳ HAIER | | $70K | $31K | $40K | | 44% |
| ↳ CREATE S-T SZX | | $34K | $0K | $34K | | 0% |
| ↳ WIER S&T ZHUHAI | | $24K | $0K | $24K | | 0% |
Delinquent = BiBa − PLD。TOP1 M24M02-DRMN6TP（SO8，2Mb）欠交 $680K、交付率仅 72%，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 | $7,581K | 已完结 |
| Q4 | $2,091K | 进行中（10月） |
| 合计 | $21,187K | |
1-8 月 POS 合计 $18,359K。10月已完整（$2,084K），*11月为预输入。POS 是真实终端需求。
2027 全年订单 (BiBa)
| 季度 | 订单 BiBa | 占比 |
|---|
| Q1 | $8,507K | 32% |
| Q2 | $6,357K | 24% |
| Q3 | $6,065K | 23% |
| Q4 | $5,848K | 22% |
| 合计 | $26,777K | 100% |
订单集中在 H1（64%）。
| Top 客户 | 2027 BiBa |
|---|
| XUNTAO ELECT DG | $2,273K |
| HOLLEY TECH | $1,792K |
| XILI INTELLIGENT | $1,597K |
| WASION GROUP | $1,302K |
| LINYANG | $1,117K |
| DONGFANG WISDOM | $769K |
| LONGJI NINGGUANG | $772K |
| SANXING | $711K |
| GREE | $727K |
| CLOUDNINE INF HZ | $716K |
订单周度变化（本周 10/31 vs 上周 10/25）
| 客户 | 2026 上周 | 2026 本周 | 26 Δ | 2027 上周 | 2027 本周 | 27 Δ |
|---|
| XUNTAO ELECT DG | $531K | $531K | $0K | $1,765K | $2,273K | +$508K |
| XIAMEN ZHUHE | $235K | $235K | $0K | $106K | $314K | +$209K |
| WASION GROUP | $994K | $997K | +$4K | $1,209K | $1,302K | +$92K |
| K-TRONICS SZHOU | $151K | $178K | +$27K | $117K | $185K | +$67K |
| AERO-TECHRISE SZ | $251K | $247K | -$5K | $295K | $227K | -$68K |
| CLS/CN/SONGSHAN | $2K | $10K | +$7K | $0K | $62K | +$62K |
| YANGTZE OPTICAL | $0K | $17K | +$17K | $0K | $51K | +$51K |
| HUAQIN | $288K | $286K | -$2K | $138K | $186K | +$48K |
口径：非 CHINA GEOGRAPHIC 用 Group、CHINA GEOGRAPHIC 用 Name。2027 订单：XUNTAO +$508K、XIAMEN ZHUHE +$209K、WASION +$92K、AERO-TECHRISE -$68K。
2027 订单覆盖情况
| 客户 | 2027 BiBa | 2027 需求(FCST) | 覆盖率 | 缺口 |
|---|
| SIONCHIP | $442K | $1,950K | 23% | $1,507K |
| ARRIS TEC SZX | $147K | $1,277K | 12% | $1,129K |
| HONOR (HONOTO) | $146K | $1,150K | 13% | $1,005K |
| CLOUD LIGHT DG | $24K | $492K | 5% | $468K |
| MIDEA | $146K | $580K | 25% | $433K |
| HAIER | $327K | $654K | 50% | $326K |
| LENOVO | $342K | $651K | 52% | $310K |
| TCL MOBILE | $229K | $526K | 44% | $297K |
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 79.0%。P0 重点（订单缺口大）：SIONCHIP（23%）、ARRIS（12%）、HONOR（13%）、MIDEA（25%）。