The collection of micro-network news (Wen/Xiaobei) continues the shortage of goods in 2017 and the trend of rising prices. This year, MOSFETs, diodes, resistors, capacitors and other components have all increased in price. The main reason behind this is the shortage of supply, soaring market demand and upstream raw materials. Out of stock prices. It is reported that second-tier foundries are on the same page as Taiwan Semiconductor Manufacturing Co., Ltd. to increase the price of foundry foundry, which is likely to push up the price of components again.
Futures Electronic Components Market Quotes The 2018 Q2 quarterly report shows that lead times for MOSFETs, rectifiers and thyristors are generally around 8 - 12 weeks, but now the delivery period of some MOSFETs, rectifiers and thyristors has been extended to 20-40 weeks.
Out of stock prices to promote industrial upgrading As we all know, the profit margin of diodes, passive component capacitors, resistors and power device MOSFETs is not large. Especially in the highly competitive mid-to-low-end market, the 'killing' between manufacturers keeps the profit margins compressed and the stock price increase can be increased. Large device profit margins, tensions in tension can also be eased.
According to industry insiders, price increases for MOSFETs, diodes, and passive components are an excellent opportunity for manufacturers to upgrade their products. Manufacturers can take the opportunity to adjust product layouts and shift to high-margin markets and product lines.
For example, for a long time, IGBT technology was mainly monopolized by countries in Europe, America, Japan, etc. Infineon, Mitsubishi, ABB and other manufacturers held the absolute right to speak of IGBT. For domestic companies in China and power device manufacturers in Taiwan, they can use The loose environment and profit brought about by the price increase will increase the investment in the IGBT industry, firstly attack the demanding consumer market, and then enter the new energy automobile market.
Manufacturers, multi-dimensional integration of resources In diodes, passive components, capacitors, resistors and power device MOSFETs out of stock prices, we can see a trend of manufacturers.
In January of this year, Taiwan Maosi introduced the shares of Peng Cheng and Qiang Mao, which is a subsidiary of the company. This cooperation focuses on the industrial and automotive products market.
MOS is a foundry. It completed nearly 80% of its capital reduction last year. It has returned to foundry and is currently focusing on the foundry of MOSFETs and diodes. PIT is the world's largest supplier of automotive diode rectifiers; Diodes, Bridge Rectifiers, Transistors, MOSFETs, and Protection Devices.
It is reported that MOS has produced diode and MOSFET products for Qiang Mao foundry. The two parties plan to expand the cooperation into the IGBT field in the future. The MOS has initially passed the certification of Pengcheng Products. Both parties plan to pass the certification of the Pengcheng customer and the MOS will be Peng Cheng OEM production vehicle products.
At the same time, Pei Cheng and Sino-American Crystal Investment Silicon wafer giant Universal Crystal.
Through the above strategic cooperation, we can see the tendency of manufacturers to hold together, integrate resources from multiple dimensions, and seize this opportunity for industrial upgrading to gain greater market and profit space.