Global gold oxide half-effect transistor (MOSFET) capacity shortage, the second half of the year is feared to be out of stock tide, ODM/OEM factory and system factory customers to seize capacity, Taiwan factory, Fuding, Nexen, Jie Li and other orders in the third quarter are full, receive single visibility until the end of the year, is brewing the next wave of price increases.
As MOSFET is subject to industrial control and automotive electronics demand, international manufacturers have turned to higher-order MOSFET and IGBT-related applications, and foreign companies have gradually withdrawn from the low-power MOSFET market, including: Italy, Infineon and other international IDM large MOSFET production capacity in the second half of the year has been booked, coupled with the current 8-inch foundry capacity shortage, the formation of MOSFET, fingerprint identification, power management chips and other capacity to seize the situation, which led to downstream system manufacturers and ODM/OEM factories to transfer to the factory, the visibility of each second half of the order increased, the supply of orders in short supply.
Especially in large and medium the most direct benefit, previously due to 8-inch low-voltage MOSFET production capacity tight, resulting in the second quarter revenue flat to slight growth, is expected in the MOSFET shortage situation is difficult to improve in the short term, the company continues to adjust the product portfolio, for revenue and profit maximization, is expected in August is expected to rise again. Coupled with the encouragement of the recent stock price surge, today hit a new record since the listing.
The industry is expected to judge by the current MOSFET shortage situation, the tight supply may continue to the first half of 2019, mainly because the market supply capacity is limited, and the demand for MOSFET for automotive and industrial applications is rising, which is conducive to the development of the future market. The large multinational industry has refocused on higher-order products with higher gross profit margins, such as IGBTs for automotive and industrial applications, silicon carbide MOSFET, and hyperjunction MOSFET, which has increased the delivery time of MOSFET and IGBT for channel providers to more than 6 months.
Gold oxide half effect transistor (MOSFET) and insulated gate bipolar transistor (IGBT) and other power semiconductor IDM plants and IC design plants are big action to compete for wafer foundry capacity, including silicon, Hanlei, the world advanced, New Tang MOSFET or IGBT orders to the end of the year, the third quarter has determined price increases, Among them, the 6-inch wafer foundry price rose by 10-20%, and the 8-inch wafer foundry price also rose by 5-10%.
International electronic business previously reported that domestic manufacturers Fulman Electronics, Huaguan Semiconductor, core and other power supply IC, LED driver IC, MOSFET and other products have been adjusted, and some have increased by 15%-20%. MOSFET is said to be the largest increase.
Foreign production capacity expansion is still far from enough to meet the current demand, and mainly for future automotive, industrial orders to build, some older product lines and traditional applications have received product suspension notice, therefore, it is expected that Taiwan's MOSFET supply chain can seize the market share of traditional applications such as computers and laptops, to benefit from the recent tighter industrial demand.
At present, the global electric vehicle market is accelerating growth, and the demand for MOSFET is urgent, and the sales in the automotive application field exceeds the computing and data storage field, accounting for more than 20% of the overall market. It is predicted that the supply and demand gap of the global high-voltage MOSFET chip market will still reach 30% in 2018, and the profitability of relevant manufacturers is expected to be further improved with the continuous increase in MOSFET prices.