According to IHS data, the total size of the MOSFET market in 2016 is $ 20.5 billion and is expected to grow to $ 22 billion in 2017. MOSFETs are widely used in consumer electronics, electric vehicles and IIoT, Chen Xiangdong in an interview with micro-network interview, said the reasons for the lack of MOSFET chip is mainly due to the application side market, such as mobile fast charge, wireless charging chip, and lithium battery management chip, basically that the application surface to enhance, Out of stock market, the current shortage is mainly affected by the application of intelligent terminals, low-voltage MOSFET chip out of stock is more serious.
Application level to enhance the chip chip to speed up the wave
After entering the third quarter, the mobile terminal market began to accelerate heavy volume, especially in the iPhone8 series driven, including the new wireless charging is becoming the domestic mobile phone and accessories manufacturers to introduce new applications, coupled with rapid application level and factory capacity constraints, Upstream MOS factory brings no small supply pressure.
Which in Shenzhen in September for two consecutive prices of MOS products in early September, Shenzhen, long power technology, said Jiangsu Power Technology Co., Ltd. received a notice, due to the MOS tube raw material prices, the existing price can not The series includes: 2N700 series, 2SK series, BSS series, CJ23 series, CJ31 series, CJ34 series, CJ41 series, CJK series, CJE series, CJM series, CJQ series.
September 19, Shenzhen Chang Technology once again issued a notice, the current market MOS chip in short supply, chip suppliers have repeatedly price increases, while raw materials and labor costs are also significantly larger, the company decided to study the appropriate increase in the price of finished products , The specific price adjustment range of 10% -30% range, from now on the implementation.
Shenzhen long power technology as a representative of the mainland MOSFET manufacturers, after several price hikes, quickly triggered a butterfly effect, including the mainland and Taiwan Dazhong, Nixon, Fu Ding and other Taiwan-based MOSFET suppliers are also fully follow the price increases, Thus benefiting directly.
In fact, since last year, the power device market prices to pick up, demand continued strong.There are rumors that the market demand, limited by capacity, the original delivery cycle are stretched to 13 to 18. Weier shares deputy General Manager Ji Gang said that due to the tight supply chain, in fact, MOS chip is now not talk about the concept of delivery (delivery refers to the large customer orders, are generally planned year), the basic is what the substrate What products to do, that is, some short-term behavior, there is no long-term plan.
Overall, the MOS chip appears out of stock tide, mainly because the application level of rapid improvement.Chen Xiangdong said, MOSFET chip out of the main reason is due to the application side market, such as mobile fast charge, wireless charging chip, and lithium battery management Chips, etc., basically that the application of the surface to enhance, increasing the stock market, the current shortage is mainly affected by the application of intelligent terminals, low-voltage MOSFET chip out of stock is more serious.
8-inch production line is the main market, the year is expected to ease
The face of MOS chip shortage tide, expansion is naturally the most effective and most direct solution.Chen Xiangdong said that the upstream manufacturers are expanding production, but now the MOS chip is mainly produced by the 8-inch production line, and now 8-inch production Line second-hand equipment and can not buy, buy new equipment and not make money, which resulted in a period of time will be out of stock.
MOS chip for the electronic product consumption experience is very important, such as once the power supply IC problems lead to failure of the entire product, the machine manufacturers will have a great negative impact, so the whole manufacturers of power devices have a high stability requirements , Generally in the product development stage to determine the supplier.
According to third-party data, a 6-inch production line needs to invest 500 million yuan, an 8-inch production line needs to invest 500 million US dollars, a 12-inch production line needs to invest 2.5 billion About the dollar.
Chen Xiangdong said that the current 12-inch production line to do the power device is still very small, and now only Infineon 12-inch production line is useful, the market to do low-voltage power devices or 8-inch production line, 4-inch and 6-inch production line also.
'12-inch production line did not rise, this wave of short-selling tide will not soon disappear.' Weir shares Deputy General Manager Jia Yuan said in an interview, because many international manufacturers are adjusting the production line, coupled with domestic simulation of production capacity by Limit, at least to see 2019 is expected to ease the MOS chip shortage of goods tide.
It is worth emphasizing that many international manufacturers are currently adjusting the production line, the MOSFET chip production capacity will be transferred to the field of automotive electronics, and began to take limited supply of MOSFET chips to PC, NB and mobile device products customers, but also This wave of out-of-stock tide triggers and sustained incentives.
The gap is big but the inflection point has arrived
To promote production capacity will take time, and continued demand will be conducive to the development of the domestic MOS chip.Although the domestic 12-inch production line did not rise, but does not rule out the domestic manufacturers such as Silan Micro and other plans to increase the future 12-inch production line to meet market demand The
'In the global 8/12-inch capacity is not improved under the current situation, the mainland factory will certainly benefit from the shortage of goods.' In the mainstream 8-inch analog production line, the mainland manufacturers at least 8, including advanced, new Into, Hua Hong Grace, on China, Silan Micro, China Aviation, SMIC, and ship manufacturers are gradually began to heavy volume.
Ji Gang said that the 8-inch analog production line generally have two models, one is the factory Transfer process to the domestic factory foundry, but can not provide to other customers; the other is Foundry process, so customers can use, this Block in general and the domestic process capacity and level gap is relatively large, so essentially 8-inch factory analog digital technology will exist.
Ji Gang further said that the technical differences are mainly reflected in the device base, process modules, integration capabilities, simulation models, process reliability, process application segmentation, etc., the technical difference of at least 5 years.However, the current international manufacturers are in the adjustment Production line, and even weakened the support of the mobile terminal market, MOS chip production capacity will be transferred to a large number of automotive electronics; the same time, for small and medium-sized MOS products company, the world's several major companies to meet the basic requirements of strategic customers, other small Customers do not supply, which to the domestic MOS chip manufacturers have brought the opportunity to overturn the corner.
At the same time, with the artificial intelligence, the development of cloud computing will further promote the field of consumer electronics power device market growth, and now in Intel, AMD's new CPU platform to increase 3 to 5 MOSFET chip, market demand growth significantly.
Jia Yuan said that our MOS chip accounts for about 15% of our self-research system sales, concentrated in the low pressure 40V below, used in mobile terminal products, are signal switch switch, is expected this year, Weir shares MOS chip revenue in the 1500-2000 million.
It is understood that Silan 8-inch chip production line has been part of the product into mass production, chip output in September has reached 10,000, many of Shenzhen's fast charge, wireless charging enterprises and other Shilan micro-volume shipments. We will have a lot of 8-inch engineering samples to send samples, we 8-inch chip production line at the end of this year to reach 15,000 / month, the target end of next year To achieve the monthly 30,000 - 4 million of the production capacity.With the advanced, new, Hua Hong Grace, on the China, Silan Micro, Founder, China Aviation, SMIC and other 8-inch production line gradually heavy volume and application level to enhance the mainland The factory will continue to benefit from this wave of outbound tide.