ã€out of stock! China's power semiconductor industry opportunities come! 】
With the improvement of people’s awareness of green energy conservation, markets such as electric vehicles, variable frequency home appliances, and smart grids are rapidly emerging. At the same time, the application of power semiconductors such as MOSFETs (metal oxide semiconductor field effect transistors) has become increasingly popular. . This is one of the important reasons for the tight supply of power semiconductors such as MOSFETs in the market since the second half of last year. Related news shows that the current shortage of MOSFETs in the market has continued for more than six months, followed by price increases and delivery deadlines. However, the emergence of this situation is also a rare development opportunity for China's power semiconductor industry, and should not be easily ignored.
Out of stock continuation has been more than six months
Long delivery time
Since 2017, the global shortage of goods in the semiconductor industry has expanded, from memory and silicon wafers to MOSFETs and MCUs. According to the relevant market data, although the first quarter of 2018 was a traditional off-season, MOSFETs and other products appeared to be trending up against the market. A purchasing manager of power supply manufacturer, Welta Technology, said in an exchange with reporters that since the second half of last year, MOSFET makers have increased their prices due to shortage of goods. With the continued shortage of goods, the situation has been aggravated this year, and even users have queued up to no goods.
Out of stock also led to longer delivery times and higher prices. Under normal circumstances, the lead times for MOSFETs, rectifiers, and thyristors are around 8 to 12 weeks. In some cases, it is understood that the delivery of MOSFETs from mainstream semiconductors such as STMicroelectronics and Vishay has been extended. It takes 30-40 weeks. The price of MOSFETs also began to rise. Some market participants expect that the cumulative price increase of high-voltage MOSFET products will reach 10% to 15% in the first half of the year.
In this regard, some industry players believe that the current prosperity of MOSFETs is the best in more than 20 years. While analyzing the reasons for this round of MOSFET supply shortage, José Joseph, Executive Director of Universe Components, said that introduction of new applications such as electric vehicles and wireless charging is one of the reasons why MOSFET demand continues to thrive. MOSFET is one of the most commonly used power semiconductor devices and is widely used in electronic products and motor equipment. With the rapid development of new applications such as electric vehicles and wireless charging, MOSFET demand is strong.
At the same time, it was also pointed out that in recent years, IDM plants have generally begun to adopt a fablite strategy to reduce production capacity, which is one of the reasons for the current MOSFET supply shortage. In order to reduce costs, the world's leading semiconductor IDM plants have not only failed to expand their own fabs' capacity in recent years, but have also made significant efforts to shut down the old 5-inch and 6-inch wafer production lines and reduce 8-inch production capacity. It is predicted that the supply and demand gap in the global high-voltage MOSFET market in the first half of 2018 will be around 30%.
In fact, the current shortage of products is not limited to MOSFETs, and the entire power semiconductor market has been affected. According to IHSMarkit data, sales of power semiconductors will continue to increase between 2017 and 2021, and the combined annual growth rate of global power semiconductor sales (CAGR) will be 4.8% from 2016 to 2021. In 2017, the global power semiconductor market, including power discrete components, power modules, and power ICs, generated sales of approximately US$38 billion. Looking into the future, automotive electrification, advanced vehicle safety systems, energy efficiency, and universal networking capabilities will be the major forces driving the growth of global power semiconductor sales in the next five years.
Fill market vacancies
Capacity and Technology Need to Advance
Judging from the current global power semiconductor market pattern, it is basically occupied by international giants such as Infineon and ON Semiconductor.
According to the introduction of "Power Electronics Industry Development Blue Book (2016-2020)", power MOSFETs are the most widely used power electronic devices in the small and medium power areas (below 900V), and they are also the devices with the largest market capacity and fastest growth in demand. Among them, the new structure device represented by the super junction is an important development direction of the device. In the high-power area (voltages of 1200V to 6.5kV), IGBTs are the mainstream products on the market. In recent years, power electronics devices companies represented by Infineon Germany, ABB Switzerland, Mitsubishi, Toshiba, and Fujitsu have developed advanced technologies and products. According to data released by the Leqing think tank, Infineon’s market share of power MOSFETs reached 26.4%, occupying the first position; the second is ON Semiconductor. The domestic market share of power MOSFETs is also dominated by international giants such as Infineon and ON Semiconductor. Silan Microelectronics and China Microelectronics and other domestic companies only occupy a small amount of market share.
However, although the market share occupied by domestic companies is small, it also means that there is huge room for growth in the future. The current shortage of power semiconductors such as MOSFETs has given domestic companies an excellent opportunity for development. Yuanda Investment Consultant analyzed the current round of MOSFET market and stated that international giants such as Infineon Technologies, STMicroelectronics, Texas Instruments, Renesas Technology, Toshiba, etc. have switched to high-margin industrial and automotive high-voltage products and faded out. MOSFETs for consumer electronics products such as PCs and mobile phones.
This gives domestic companies the opportunity to fill vacancies. For a long time, power semiconductors have been monopolized by countries in Europe, America, Japan, and so on. For domestic companies, they can use the easing environment and profit rebound brought about by this wave of price increases to increase their investment in power semiconductors, first attack the demanding consumer market, and then break into the new energy vehicle market.
Joseph Joseph also expressed the same opinion. When talking about the investment and construction of a new power semiconductor production base in Chongqing, Chongqing Wanguo Semiconductor Technology Co., Ltd., He Joseph said that the new production base will be the first to put into production the MOSFET and other products that are urgently needed in the market. With the upgrading of technology, products such as IGBTs will be introduced in the future. Chongqing Wanguo will promote the development of China's power semiconductor industry.
There are many domestic companies that see market opportunities and further advance the development of the power semiconductor industry. Since the end of last year, several projects have started: In December 2017, Silan Micro announced that it will build two 12-inch specialty process production lines in Xiamen. Its main products are MEMS and power semiconductors. In January 2018, China Resources Micro announced that it will build the country's largest power semiconductor production base in Chongqing; on May 18, SMIC officially launched the construction of the Shaoxing plant, with a total investment of 5.88 billion yuan, and an 8-inch production line will be introduced. Production of MEMS and power device integrated circuits.
In addition to market factors, after years of research and development investment, Chinese enterprises have made great progress in technology. SuperJunction new structure device is the main direction of MOSFET development. According to relevant research institutions, global super-junction products in 2017 will have a market size of 1 billion US dollars. Huahong Hongli is the industry's first 8-inch foundry with DeepTrench SuperJunction (DT-SJ) process platform. Currently, it has launched the third-generation DT-SJ ​​process platform with technical parameters reaching the first-class level in the industry. The resistance is reduced by more than 30% compared to the second generation process. In recent years, Huahong Hongli has cooperated with many design companies around the world and has produced a variety of super-junction products. The DT-SJ ​​products produced using this technology platform exhibit excellent performance and are well received by customers.
In short, with the upgrading of industries and the explosive growth of market demand, Chinese companies have been given a rare opportunity for development. Opportunities have often favored prepared people.
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