Heavy! MOSFET is in emergency, major factories have stopped production, and delivery times have been extended, so it will rise another 10%-20%.
According to news on July 12, recently, in addition to maintaining an indefinite lockdown, Malaysia has also implemented "Enhanced Movement Control Order”, local IDM manufacturers were forced towork stoppage，With more than 8,000 people diagnosed with COVID-19 in a single day, Malaysia decided to implement a tougher "enhanced movement control order" and all major local IDM factories were forced to suspend operations.It is reported that IDM has notified customers to extend the delivery time by at least 2 weeks, and the MOSFET supply gap will further expand, becoming one of the most scarce components in today's terminals.
ON Semi recently announced that both Seremban and ISMF factories have been closed. It is also coordinating with the local government and hopes to include the factory on the list that can maintain 60% manpower production.
01 MOSFET rose 10%-20% in the third quarter
It is reported that IDM has informed customers that the delivery time will be extended by at least 2 周As mentioned above, the MOSFET supply gap will further expand and become the current terminalmost lackingOne of the components, the industry expects that due to the rush for materials and rising wafer costs,MOSFET prices may rise another 10%-20% in the third quarter.
Malaysia is an important packaging and testing production center in the global semiconductor supply chain. More than 50 semiconductor factories have set up factories there, including major international IDM manufacturers such as Intel, Infineon, STMicroelectronics, NXP, Texas Instruments, and ON Semiconductor. The local packaging and testing production capacity accounts for approximately 1% of the global packaging and testing production capacity.13％。
However, among the major international IDM manufacturers that have set up packaging and testing plants in Malaysia, most of them produce power semiconductor packaging and testing business locally, mainly MOSFETs. therefore,With local packaging and testing plants operating at reduced loads and international logistics taking longer, the tight supply of MOSFETs may become more severe in the second half of the year, and shortages may continue to drive up MOSFET prices.
It is understood that MOSFET has set off a wave of price increases in the first half of the year. Due to the current impact on the production capacity of the packaging and testing plants of major IDM manufacturers in Malaysia, it is not only expected to set off a transfer order effect, but also to make MOSFET prices rise again.
Foreign media reported that Infineon’s Malaysian factory has implemented an emergency plan to reduce the impact due to some employees being infected with the new coronavirus.Infineon’s general transistor, low-voltage MOSFET and IGBT products have a delivery period of up to 52 weeks, and high-voltage MOSFET products have a delivery period of 26 to 40 weeks.. As the market continues to be in short supply,As early as mid-June, it was reported that Infineon was planning a new round of product price increases, and MOSFET prices would increase by 12%.
ON Semiconductor also issued a price increase notice two months ago, announcing thatThe price increase will be officially implemented on July 10。
At present, the epidemic situation in Malaysia has not cooled down, and the delivery time of high, medium and low voltage MOSFETs has been forced to be extended. Some customers only lack a few components such as MOSFETs and are willing to pay higher prices to purchase them. In addition,The increase in wafer foundry costs has prompted the overall MOSFET quotation to continue to rise and remain high., the industry expects that MOSFET prices will rise by at least another 10%-20% in the third quarter.
02 Production capacity is limited and delivery time is extended by more than 10 months
Due to the sharp rise in the epidemic in Malaysia, the local government took the lead in announcing in June that major factories could only maintain production with 60% of their personnel at most in order to prevent the epidemic. The supply of power components such as diodes and MOSFETs could begin to decline.At that time, major manufacturers issued notices of delivery extensions to customers, which took about one month.
ON Semi recently announced that both Seremban and ISMF factories have been closed. It is also coordinating with the local government and hopes to include the factory on the list that can maintain 60% manpower production. As for the Amkor packaging and testing factory, it remains60% Manpower production, emphasizing that this shutdown has significantly affected the company's manufacturing capabilities,In the letter, customers are also asked to pay attention and accept the updated delivery date, which shows that the delivery time is continuously extended.
Industry insiders admit that Taiwanese manufacturers and major IDM manufacturers have benefited from strong demand, and orders for this year have already been scheduled until the end of the year.MOSFET lead times are generally more than 26 weeks, due to limited production capacity, overseas IDM factories use resources to consolidate their own favorable markets, such as automotive, industrial control and other medium and high voltage products, resulting in gaps in medium and low voltage chips.Some delivery times are more than 10 months.
Amkor's packaging and testing plant maintains 60% manpower production, emphasizing that the shutdown has significantly affected the company's manufacturing capabilities. In the letter, it also asked customers to pay attention and accept the updated delivery date, which shows that the delivery date is continuously extended.
Benefiting from the shutdown or production reduction of important factories in Malaysia, domestic manufacturers and major IDM manufacturers have ushered in a surge, and this year's orders have already been scheduled until the end of the year.
According to Future Electronics’ 2021 Q2 market report, Infineon’s general-purpose transistors, low-voltage MOSFETs and IGBT products have the longest delivery period.52 weeks, the high-voltage MOSFET delivery period has also reached26 to 40 weeks.
In addition, the supply cycles of power semiconductor manufacturers including ON Semiconductor, Microsemi, Rohm, and Nexperia for IGBTs, diodes, transistors, low-voltage MOSFETs, rectifiers and many other products have reached16 to 52 weeks, and the normal supply cycle of these power semiconductors is basically about 8 weeks.
Due to limited production capacity, overseas IDM factories use resources to consolidate their own favorable markets, such as automotive, industrial control and other medium and high voltage products, resulting in a gap in medium and low voltage chips.Delivery time extended to40 weeks or even a year。
03 Yangjie Technology: The company’s product prices will increase by 10%-20%
July 10,Yangjie Technology, a major discrete device chip design companyAccording to the interactive platform, due to the increase in market demand, our company currently has sufficient orders on hand. The company determines the price increase based on factors such as market supply and demand and cost conditions. The company's product prices have been adjusted upward in the first half of the year, and the overall price increase trend is.Product price increases range from approximately 10% to 20%.
Yangjie Technology said that the company's integrated circuit and power semiconductor packaging and testing phase I project, which was completed and put into production on June 28, 2021, is expected to be available to the company in the second half of this year.200-300 millionproduction capacity, after full production at the end of next year, it can provide approximately1.5 billionproduction capacity. In the future, the company will continue to promote the automation of the original production line and continue to expand production capacity through the continued construction of fundraising projects.
It is reported that Yangzhou Yangjie Electronic Technology Co., Ltd. is one of the few outstanding manufacturers in China that integrates vertical integration (IDM) of the industry chain such as semiconductor discrete device chip design and manufacturing, device packaging and testing, terminal sales and services. The product line covers discrete device chips, rectifier devices, protection devices, small signals, MOSFETs, power modules, silicon carbide, etc., providing customers with a package of product solutions.
Due to the continued tight capacity supply of major IDM manufacturers, coupled with the substantial transfer of production capacity to the mid-to-high-end market, consumer product orders have been transferred to Taiwan MOSFET factories. Among them, MOSFET factories such as Jieli, Dazhong and Quanyuxin have already received orders from global non-Apple brands, and the order momentum in the second half of the year is quite strong. In addition, there are expected to be business opportunities for price increases, and the operations of Taiwan's MOSFET factories have the opportunity to reach new highs.
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