Shortage of MOSFET chips is expected to ease in 20

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The shortage of MOSFET chips is expected to ease in 2019.

after entering the third quarter, the prices of passive components represented by MLCC have risen sharply due to the tight supply and demand of low-energy energy energy consumption, and some materials have even increased by more than 10 times. MOSFET chips, which are similar to the passive component market, are also out of stock, leading to a rise in prices. Even if new orders are added on the basis of a 20% premium, it is still difficult for the thin-walled design solution suppliers in Figure 4 to deliver. More seriously, the shortage of MOSFET chip market will be difficult to ease in the short term. It is conservatively estimated that the situation will not change until 2019

according to IHS data, the total scale of MOSFET chip market in 2016 was US $20.5 billion, and it is expected to grow to US $22billion in 2017. MOSFET chips can be widely used in consumer electronics, electric vehicles, iiot and other fields. Chen Xiangdong, chairman of Hangzhou Shilan micro, said in an interview with Jiwei that the shortage of MOSFET chips is mainly due to the rise of the application side market, but the capacity has not kept up. At present, the shortage is mainly affected by the application of intelligent terminals, and the shortage of low-voltage MOSFET chips is serious

the improvement of application level accelerates the shortage of MOS chips

after entering the third quarter, the mobile terminal market began to accelerate its volume. In particular, driven by the iphone8 series, the new wireless charging is becoming a new application introduced by domestic and accessory manufacturers. In addition, the rapid improvement of application level and factory capacity constraints have brought considerable supply pressure to the upstream MOS original manufacturers

among them, Shenzhen Changdian technology raised the price of MOS products for two consecutive times in September. At the beginning of September, Shenzhen Changdian Technology Co., Ltd. said that it had received a notice from Jiangsu Changdian Technology Co., Ltd. that due to the rising price of MOS tube raw materials, the existing price could not be implemented. After discussion at a meeting, the company decided to increase the price of all MOS tubes by 20%. MOS tube series include: 2n700 series, 2SK series, BSS series, cj23 series, cj31 series, cj34 series, cj41 series, CJK series, CJE series, CJM series and cjq series

on September 19, Shenzhen Changdian Technology issued a notice again. At present, MOS chips are in short supply in the market. Chip suppliers have raised their prices for many times. At the same time, raw materials and labor costs have also been substantially adjusted. After research, the company decided to appropriately increase the price of MOS finished products. The specific price adjustment range is 10%-30%, which will be implemented from now on

as a representative MOSFET manufacturer in the mainland, Shenzhen Changdian technology has quickly triggered a butterfly effect after several price increases. Taiwan MOSFET suppliers, including the mainland and Taiwan Dazhong, Nixon, Fuding and so on, have also fully followed up the price increases, thus benefiting directly

in fact, since last year, the power device market has warmed up and the demand continues to be strong. There are rumors in the market that the supply exceeds the demand. Due to the limited capacity, the delivery cycle of the original factory has been extended to 13-18 weeks

Ji Gang, deputy general manager of Weill shares, said in an interview that due to the tension of the entire supply chain, the concept of delivery date is no longer discussed for MOS chips (delivery date refers to large customer orders, which are generally planned on an annual basis). It is basically to make what products there are. In other words, it is mostly short-term behavior without long-term plans

on the whole, MOS chips are out of stock, mainly because of the rapid improvement of the application level. Chenxiangdong said that the shortage of MOSFET chips is mainly due to the rise of the application end market, such as fast charging, wireless charging chips, and lithium battery management chips. Basically, the improvement of various application areas has aggravated the shortage market. At present, the shortage is mainly affected by the application of intelligent terminals, and the shortage of low-voltage MOSFET chips is serious

8-inch production line is the main force of large-scale production. It is expected to alleviate the shortage of MOS chips in the next year. Naturally, expanding production is the most effective and direct solution. Chenxiangdong said that upstream manufacturers are expanding their production, but now MOS chips are mainly produced by the 8-inch production line, and now the 8-inch production line can not buy second-hand equipment, and it is not profitable to buy new equipment, which will cause a shortage for some time

mos chips are very important for the consumer experience of electronic products. For example, once the power IC fails and the whole product fails, it will have a great negative impact on the whole machine manufacturers. Therefore, the whole machine manufacturers have high requirements for the stability of power devices, and generally determine the supplier at the product development stage

3. Measurement of beam displacement, while the development cycle of MOS chip is long, and the investment in R & D and production equipment is huge. According to third-party data, a 6-inch production line needs to invest 500million yuan, an 8-inch production line needs to invest about 500million dollars, and a 12 inch production line needs to invest about 2.5 billion dollars

Chenxiangdong said that at present, there are very few 12 inch production lines for power devices. Now only Infineon has a 12 inch production line for power devices. The low-voltage power devices in the market are mainly 8-inch production lines, and there are also 4-inch and 6-inch production lines

"if the 12 inch production line is not up, this wave of shortage will not disappear soon." Jia Yuan, the Board Secretary of Weill shares, said in an interview that because many large international manufacturers are adjusting their production lines and the capacity of domestic simulation is limited, at least it is expected to alleviate the shortage of MOS chips in 2019

it is worth emphasizing that at present, many large international manufacturers are adjusting their production lines, shifting the production capacity of their MOSFET chips to the field of automotive electronics, and starting to supply limited MOSFET chips to PC, Nb and mobile device customers, which is also an incentive for this wave of shortage

although the gap is large, the inflection point has reached.

it will take time to increase production capacity, and continued supply in short supply will be conducive to the development of domestic MOS chip manufacturers. Although the domestic 12 inch production line is not up, it does not rule out that domestic manufacturers such as Shilan micro plan to increase the 12 inch production line in the future to meet the market demand

"under the current situation that the global 8/12 inch production capacity has not been improved, the original factories in the mainland will certainly benefit from the shortage." At present, there are at least 8 mainland manufacturers in the mainstream 8-inch analog production line, including advanced, new entrants, Huahong Hongli, Shanghua, shilanwei, AVIC, SMIC, and Hushan, which are gradually starting to increase their production

Ji Gang said that there are generally two modes for the 8-inch analog production line. One is that the large factory transfers the process to domestic factories, but cannot provide it to other customers; The other is the foundry process, which can be used by customers. Generally speaking, there is a big gap between the domestic process capacity and level. Therefore, generally, the analog and digital processes of 8-inch factories will exist

Ji Gang further said that the technical differences are mainly reflected in the aspects of device foundation, process module, integration capability, simulation model, process reliability, process application segmentation, etc., with a technical difference of at least 5 years

however, at present, major international manufacturers are adjusting their production lines and even weakening their support for the mobile terminal market, shifting the MOS chip production capacity to the automotive electronics field; At the same time, for small and medium-sized MOS product companies, several large companies in the world basically meet the requirements of strategic customers, and other small and medium-sized customers do not supply goods, which brings opportunities for domestic MOS chip manufacturers to overtake in corners

in addition, the development of artificial intelligence and cloud computing will further promote the rapid growth of the power device market in the consumer electronics field. Now, 3-5 MOSFET chips need to be added to the new CPU platforms of Intel and AMD, and the market demand is increasing significantly

Jia Yuan said that the MOS chip of Weill shares accounts for about 15% of the sales of our self-developed system. It is concentrated in the medium and low voltage below 40V. It is used in mobile terminal products and belongs to signal switching. It is estimated that the revenue of Weill shares' MOS chip this year will be US $million. At present, the MOS chip of Weill shares has been made into terminal products such as Ruixin micro and Quanzhi technology

it is understood that some products of the 8-inch chip production line of Shilan micro have been introduced into mass production, and the chip output reached 10000 in September. At present, many fast charging and wireless charging enterprises in Shenzhen are waiting for Shilan micro to ship in large quantities. Chenxiangdong said that Shilan micro will soon have a large quantity. We are indeed supplying many manufacturers in Shenzhen. Now there are many 8-inch engineering samples. We will strive to achieve 15000 chips/month by the end of this year for the 8-inch chip production line, and aim to achieve 30000-40000 chips per month by the end of next year. As the 8-inch production lines of advanced, new, Huahong Hongli, Shanghua, Shilan micro, founder, AVIC and SMIC gradually increase in volume and application level, the original manufacturers in the mainland will continue to benefit from this wave of shortage


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