The charging topic continues to ferment in the mobile device, the Automotive electronics field. On smartphones, more rapid charging, wireless charging requirements sprang up, vehicle area is the government actively to the development of new energy vehicles into the policy surface, 2017 to reduce power components, analog IC demand sprang, such as the Taiwan-polar body, MOSFET (golden oxygen Half effect transistors), Analog IC design, power component wafer foundry, Testing and other operators to strengthen the operation, currently seems to be 2018 years on the demand for half power components continue to remain buoyant, power components will continue to drive niche industry such as Han Lei, Chemin performance performance. Familiar with the semiconductor supply chain industry, the fact that the world is rushing into electric cars, charging piles are ahead of the layout of the vast number of new energy vehicles business opportunities, and such as the Rainbow Yang, Taiwan half, Germany micro, peer and other two polar body, have been robbed into the car in the field of the two-polar body, in which the vehicle generator rectifier diode technology, the highest threshold, The other vehicles used in the two polar body can be used in electric windows, entertainment and audio-visual systems and so on, the demand for a large number of increases. MOSFET in the international manufacturers to stabilize the high-end, out of the low order market in the Tide, Intel, AMD, such as PC, server platform update, car with high-end MOSFET chips in short supply, MOSFET supply and demand continued tension, in the lower-order products from Taiwan factory grabbed orders, despite the 4th quarter market murmur spread, However, the long term, MOSFET supply and demand is still expected to maintain a certain level of health. Power components this year ushered in a big turn, all MOSFET, bipolar, power management IC is the market hot fried chicken, the key 0 components out of stock tide is to let its customers must take a breath under the long Tain should, the price noise also a wave. Middle and lower power components wafer foundry, the latter section of the test operation also followed the rise, such as Han Lei, Chemin and other niche industry. Familiar with the semiconductor industry, such as the Han Lei has silicon carbide (sic), potassium nitride (Gan) compound semiconductor wafer generation capacity of a small number of niche manufacturers, power components in the future will also be due to consumer electronic products, thin and short trend, as well as seize the new energy vehicle business opportunities, Han lei sustainable with the global IDM plant competition, such as Infineon, ST Micro, NXP, Rohm, Cree, etc. Han Lei currently employs about 900 people, the capital of about NT $2 billion, belonging to the Han Lei Holdings, 1996 began to provide power semiconductor (powerful MOSFET) components of the foundry. Han Lei main focus on power and analog components, currently has 1 5-inch and 2 6-inch wafer foundry, Han Lei 3Q eps for-0.02 yuan, although not to meet the market expectations for the surplus, but the loss margin has been greatly reduced. Familiar with the industry, the demand for automotive power components will rise with the emergence of new energy vehicles, power components applied to the market size of automotive electronics, the future will be a high range of growth. Although the high voltage IGBT (insulated gate bipolar transistors) which belongs to the silicon element is currently in the mainstream of the vehicle market, silicon carbide (sic) components can significantly reduce energy losses, and the future New Energy vehicle field, silicon carbide components remain competitive. Familiar with the industry said, silicon power components, mainly the use of IGBT and other bipolar components, for the current vehicle power components mainstream, but because of switching loss, heating difficult to solve, also makes the high frequency Drive limited, silicon carbide power components have low impedance, high-speed action, high temperature action advantage, Silicon carbide Power module size is only the Power module size One-tenth, the new generation of electronic components to achieve the trend of thin and short, the current price is still higher than IGBT, but the future development potential is still available.
