What are the main USES of power semiconductor components? Power semiconductor market analysis

发表于2019-12-10

  1. Power semiconductor or power element is the core of electrical energy conversion and circuit control in electronic equipment. The main applications include frequency conversion, rectification, voltage change, power amplification, power control, etc., and at the same time has the effect of energy saving, so the power module is widely used in mobile communication, consumer electronics, new energy transportation and many other fields.


    Among them, the metal oxide semiconductor field effect transistor since 1980 in e-commerce applications, mainly used in PC, NB has a circuit board of the motherboard such as consumer electronics, belong to the low voltage devices on the market, in the field of more than 900 v high voltage is useless, and insulated gate bipolar transistor (IGBT), in order to meet the requirements of high power and high frequency, since 1988 has developed into the sixth generation products, become the mainstream of the high voltage electronics applications. The global market size of power components is about us $14 billion, accounting for 3.5% of the global semiconductor market, of which the crystal size is about us $6.8 billion, and the IGBT is about us $1.26 billion, accounting for 48% and 9% of the global semiconductor market respectively. , according to a survey panels in recent years, because of the hybrid electric vehicle and oil the rapid development of electric vehicles, the proportion of car electronic, cell phone quick charge and the emergence of new Internet application, Internet of things (IoT), the power component plays an important role in improving the efficiency of energy conversion, and industrial demand is gradually increasing. In the future, demand for semiconductors for electric vehicles will more than double that for conventional vehicles, and consumption of power components such as crystals is expected to increase significantly.


    In the past, both the crystal and IGBT markets were dominated by large manufacturers. Infineon, ansen and renesas accounted for nearly 50% of the MOSFET market, while infineon, mitsubishi electric and Fuji electric accounted for 61% of the IGBT market. Under the leadership of infineon, these large IDM vertical integration factories all give priority to new products with high gross margins, and successively withdraw from the general consumption product line of medium and low voltage crystals, thus leading to the widening of the gap between supply and demand of crystals. Since the second quarter of last year, Taiwanese factories have begun to feel the impact of shifting orders. This shortage trend is expected to continue.


    On the wafer side, the cost of an 8-inch mask for crystal and IGBT products is only one-tenth that of a 12-inch mask. In addition, the power component is required to be non-leaky, so it cannot be miniaturized. For these reasons, both Taiwan and China's IC design for crystal power components are producing at 8-inch fabs. However, demand for 8-inch wafers has also increased due to increased security requirements for IC products such as fingerprint recognition, image sensors (CIS), and power management (ICPMIC).


    Supply and demand imbalances in the MOSFET market have provided years of rare growth opportunities for Taiwanese factories. In terms of upstream IC design, dazhong and jerry have a competitive edge in the PC market and consumer electronics. With supply and demand still tight in the second half of the year, they are expected to gain more bargaining power with downstream buyers, which will help their profit performance. In wafer production, the global advanced 8-inch capacity is fully loaded and the power management revenue share continues to grow to improve the product portfolio.

    In addition, with the research and development of gallium nitride (GaN) related separation components, the demand for IGBT and other high voltage market continues to grow, we hope to use the generation of IGBT in the future, and actively introduce automation and driver code certification. Currently, our production capacity is full, and the average growth rate of products in 2018 is estimated at 15-20%, with future growth expected. Although products such as crystals and igbts are already used in electronic products, market changes and increased demand in recent years will push back against power semiconductor components.