Automotive electronic continuous fermentation, diode-related supply chain continued to strive for market opportunities, including separation of components, MOSFET, protection components, IGBT, etc., are related manufacturers including strong Mao, Taiwan, South, Germany Micro, Yang, such as the goal of active cultivation. With the upstream prices of raw materials, the middle reaches of the wafer foundry costs also began to pressure and increased pressure, downstream chip factory product quotation adjustment, to help the overall industrial profits back to normal levels. Relevant manufacturers estimate, such as the use of the use of the server Schottky separation components, the 3rd quarter still has 5~10% unequal growth space. South May since the combination and revenue came to NT 1.12 billion yuan, growth 2% from last month, the annual increase rate of 15%. In fact, the Southern Investment analog IC design ang Bao 2nd to 3rd Quarter is expected to continue to benefit from the fast charging, USB-PD IC and other demand heat, Nathan South will also benefit from synchronization. Overall, the contribution of Nathan South IC products accounted for about 46%, compared to last month's growth of 2%, compared with the same period last year, 35% growth. It is noteworthy that the separation of components in May contributed to about 42% of the revenue, monthly and annual increase rate of micro-growth of 1% and 3% respectively. The short gene Lei was well stocked, and the performance of the May sustained a micro-growth. Manufacturers emphasize that the separation of automotive components used in the May is a good shipment of components groups, is to support the separation of components can still micro-growth momentum. The system module, which grew 6% from last month's harvest in May, fell by 4% compared with the same period last year. The 6-inch wafer grew by 14% and 8% in May compared with the previous month and the same period last year respectively. Nathan South accumulated the first 5 months of this year's revenue has reached 4.897 billion yuan, a year earlier growth of 17%. Although the car products accounted for the proportion of the factory is not high, but is absolutely all manufacturers actively grab into the field, Taiwan, Strong Mao, De Micro, South and so on, the layout of the strength continues to be strong. and international manufacturers have actively entered the field of automotive diode, on the one hand, the general consumer products supply and demand gap. It is understood that the product delivery time stretched to about 40 weeks, the market believes that the diode supply and demand situation, is still expected to continue, the phenomenon of supply and demand reversal did not see, the second half of the year into the consumer electronics product peak season, the supply and demand situation needs to be further observed.
