IDM factory is optimistic that MOSFET is still in short supply in the second half of the year

  Although the overall economic uncertainty caused by the Sino-US trade war has had an impact on the semiconductor market in the first quarter, international IDM companies including Infineon, ON Semi and Vishay have expressed their support in the recent corporate briefings. New demand such as 5G and electric vehicles has grown significantly. It is optimistic about the market conditions of power semiconductors such as MOSFETs this year, and it is still likely to continue to be in short supply in the second half of the year.

In addition, wafer foundries continue to benefit from the outsourcing of orders from IDM plants, and the first quarter MOSFET foundry orders remain high.

The chairman of Vanguard International Semiconductor Corporation pointed out that discrete components including MOSFETs were almost the same in the first quarter. The industry is optimistic that MOSFET suppliers such as Dazhong and Jieli are expected to benefit, and this year's operation will be better than last year.

Infineon and ON Semi and other IDM factories pointed out in the law conference that the Sino-US trade war has affected the Chinese market demand. The power semiconductor market including MOSFETs and IGBTs faced inventory destocking in the fourth quarter of last year, but the market conditions in the first quarter have stabilized. Mainly due to the demand for 5G NR, electric vehicles and ADA), artificial intelligence and high-performance computing (AI/HPC), which offsets the demand for 3C products such as computers and mobile phones.

Ke Semi Jackson, CEO of ON Semi, pointed out in the Fa Conference that although the overall economic outlook is not good, he is optimistic about the medium and long-term views, because there are four major trends driving the growth of power semiconductors and power management, including the accelerated introduction of electric vehicles into the market. More MOSFETs or IGBTs are needed to expand the use of ADAS systems that improve driving safety, industrial applications to continuously improve power efficiency, cloud computing to drive servers and data center construction, and the just-initiated 5G infrastructure.

Infineon's Helmut Gassel pointed out in the law conference that power semiconductors including MOSFETs have recently been affected by weak market conditions and increased inventory, but are still optimistic about the subsequent demand recovery, and channel inventory only increased by single digit percentage, expected increase in inventory will At the end of the first quarter, the price was not affected or the price fell. The price remained stable and only the shipment volume decreased.

Infineon also indicated that new applications including 5G have significantly increased MOSFET requirements. For example, the 5G band is divided into Sub-6GHz and millimeter wave. New infrastructures such as beamforming and large-scale multiple input multiple output require a large number of MOSFETs. In addition, the fog computing and edge computing market will grow rapidly in the 5G era, and the legal person optimistic about the related application device MOSFET orders are expected to be won by Dazhong, Jieli, Nixon and other Taiwanese factories.