Industry insiders said that at present, the original MOSFET factory has more than three times the price increase of a number of products, individual products may rise 7-8 times, the supply cycle is also infinitely extended, the original factory is expected to start a wave of price increases in Q4.
Chip products such as MOSFET have risen rapidly since April, according to an agent. "at present, the prices of products in the original factory have basically doubled, and individual products may increase by 7-8 times. For example, a charging MOSFET product used to be 0.08yuan per product, but now it is 0.25yuan, while the 0.1yuan product has basically risen to more than 40 million yuan, with a price increase of more than three times. "
Industry insiders said, "the impact on the production capacity of large IDM factories in Malaysia will further aggravate the tight production capacity of MOSFET, especially the MOSFET products used in the field of power supply, which are currently in a very shortage stage. The previous supply cycle is two months, and now some products have extended to 4-5 months, and even some products have no delivery at all. Now it is impossible for the original factory to supply new customers, we can only guarantee the orders of old customers. "
"recently, some domestic traders have purchased hundreds of millions of yuan of MOSFET products for a single model of charging, or aggravated the shortage of MOSFET supply. It is expected that the original factory will start a wave of price increases in Q4." The above-mentioned people said that, in fact, the market demand is not that great, basically traders are hoarding goods, and the prices of these products are likely to fall significantly two years later.
In addition, according to a report by the Taiwan Industrial and Commercial Times, recently it has been reported in the supply chain that the supply volume of large IDM companies such as Toshiba and Infineon is only 2/3, and some of them do not return to the delivery cycle for the time being, of which the supply conditions such as diodes and MOSFET are the most affected.
According to incomplete statistics, in the first half of this year, a number of MOSFET manufacturers, such as Jetty Micropower, New Jianneng, Huarun Micro, Yangjie Technology and so on, have issued price increase letters.
New Jianneng recently said in an institutional survey that the price increase is due to the continuous rise in upstream raw materials and packaging costs, tight production capacity, prolonged production cycle, a substantial increase in the company's product costs, and the original price is difficult to meet supply demand. According to the rising cost, combined with the market situation and the actual situation of the company's product delivery, the company makes appropriate adjustments to the prices of related products in different ranges, so it is difficult to quantify the overall product price increase this year.
Under the background of tight production capacity, the demand for MOSFET of consumer / industrial control / automotive products continues to rise, while the new generation of CPU and GPU platforms all need to be shipped with MOSFET chips. According to the statistics of IHS, the global MOSFET market will grow from $7.6 billion in 2019 to more than $9.2 billion in 2023.
Wang Cong, an analyst at Guotai Junan, said that the strong terminal demand and the rising trend of 8-inch contract fees are relatively certain, and the dual factors will reflect to the product price, and the power MOSFET price is expected to further increase, while domestic power IDM enterprises with both production capacity advantage and cost advantage will benefit to the greatest extent.
Dong Jian, an analyst at Oriental Securities, believes that the price increase is good for IDM factories with manufacturing capacity and power semiconductor foundry. It is recommended to pay attention to Huarun Micro, a leading domestic IDM manufacturer, and Wentai Technology, a global automotive low-voltage MOSFET leading IDM manufacturer. Jetty Micro Electric is also expected to benefit, and pay attention to Huahong Semiconductor, a power semiconductor contract manufacturer.
