Since the third quarter of 2017, due to tight supply and demand of production capacity, the majority of passive components appear to be in short supply, of which MOSFET chips are the most. It is understood that, although Infineon and NXP IDM vendors continue to increase production capacity, but its market The gap remains at around 30%, and the situation is getting worse with the growing demand in related fields such as consumer electronics, electric vehicles and the Internet of Things.
MOSFET chip
The development of the industrial chain
January 9, 2018, Qiang Mao announced the price increase notice, due to shortage of raw materials, the MOSFET and MOS tubes and other components will be a certain degree of price adjustment.In addition, Full Electronic, Arima Semiconductor and Core Electronics And other domestic manufacturers have carried out some price adjustment on the MOSFET and other products.It is understood that most domestic manufacturers on the MOSFET chip price adjustment remained at 10% -20%.
In this case, industry analysts said that the current demand for the MOSFET market, there are two main factors, first, raw material prices; second, silicon wafer supply lead.If the influence of weight according to the impact of raw material factors accounted for 60 %, Silicon wafer demand accounted for 40%.
Currently, from the upstream supply point of view, MOSFET prices are still likely to continue to rise in the future.In the end market, with the wireless charging market, the demand for power devices will inevitably increase.In the automotive field, at present the United Kingdom and France have made it clear The 2040 ban on the sale of fuel trucks, although there is no clear domestic regulation, but in the rapid development of electric vehicles and new energy vehicles trend, some industry predicts that the promulgation of such provisions is expected in 2035 or so.
In the design of new energy vehicles, the amount of its semiconductor accounted for 50%, it is expected that the outbreak of new energy vehicles will lead to ushered in the power of the great gold development period, the future of the MOSFET chip makers will continue to benefit from the end market and the new Demand for the energy automotive market explodes.
Rise Analysis and Countermeasures
In the fourth quarter of 2017, the average price of silicon wafer has reached 80 US dollars, with its fierce rally, is expected in the first quarter of 2018 is expected to reach 100 US dollars of which 12-inch is still the mainstream, the increase temporarily high At 8 inches, however, with the current trend, the potential for 8-inch is larger and is expected to catch up with 12-inch in the next two to three years.
Due to the rapid development of new energy vehicles, most of the IDM manufacturers have shifted their target to the medium-voltage MOSFET market, which led to the shortage of low-voltage MOSFET market.It can be seen that driven by profit, the market is difficult at the same time Meet low, medium and high voltage MOSFET supply balance.
The second half of the consumer electronics season, in response to market demand, ODM, OEM plant will substantially purchase MOSFET chips.On the other hand, MOSFET chip delivery is generally 60 days or so, but since September 2017, its pay The period has been delayed to more than 140 days, which is twice as long as the original time, in which case some manufacturers will not receive the goods, the industrial chain will be in short supply and the price rise is also expected.
Take smartphones as an example, the fingerprint identification chip is also one of the reasons that lead to the price rise of the MOSFET. In recent years, the fingerprint identification function is only used for high-end machines, and now it has become the standard of smartphones. This situation causes the fingerprint identification chip The demand is doubled.
Of course, fingerprint recognition is not only used in mobile phones, but also to promote the door locks, the company sign and safe all walks of life.It can be said that the explosive demand of MOSFET will be caught by the manufacturers caught by surprise.Many channels are still aware of this Profit growth after the trend, it began to take the way of hoarding goods for profiteering.On the other hand, some fabs tend to new processes, thereby reducing the supply of MOSFET chips.
The face of menacing tide of stockouts, manufacturers how to deal with it?
First, grasp the stable supply channels, order in advance;
Second, looking for multiple partners to prevent from time to time;
Third, make a good assessment of the market, always grasp the market trend.