In 2018, the electronic components industry chain experienced a number of raw materials out of stock, material supply in short supply to increase prices to oversupply. Subsequently, manufacturers in various fields began to release production capacity in response to market shortages.
Recently, the supply and demand of the MOSFET market is basically saturated. In the next quarter, MOSFETs will be forced to cut prices, which is expected to drop by as much as 20%.
Affected by semiconductor inventory adjustment and capacity of mainland factories, IC channel dealers revealed that metal oxide field-effect transistors (MOSFETs), which had strong demand and are in short supply, will also cut prices from the next quarter, especially in consumer applications. The highest price cut of 20%, affecting the world, Hejing, Dazhong, Jieli and other operators to operate.
This is followed by DRAM, passive components and 12-inch semiconductor silicon wafers. After the recent price hikes of the three most sought-after electronic components last year, another semiconductor component faced price cuts due to weaker demand.
Power semiconductors are the most important product line supporting 8-inch semiconductor silicon wafers and wafer foundry last year. With the transformation of supply and demand structure, the industry is concerned about the impact on the world, Hejing and other related industries.
For the related price rumors, Dazhong, Jieli and other power semiconductor related companies have said that the current automotive demand is still strong, still watching the growth of the power semiconductor market.
However, the industry has recently issued an early warning to the power semiconductor industry, stressing that the demand side is affected by the Sino-US trade war, the inventory level is rising, and the relevant suppliers continue to increase the stocking. Once the price reverses, the risk of inventory price loss will be raised.
IC channel vendors revealed that the shortage of Intel's central processing unit and the Sino-US trade war interference have not been clear, the overall semiconductor inventory is rising, but also by DRAM, silicon wafers, passive components, power semiconductors, highlighting semiconductors The industry suffered a headwind and the demand for various products weakened, forcing the MOSFET factory to be forced to cut prices and consolidate market share.
In particular, Bandai Semiconductor (AOS), which has recently set up a factory in Chongqing, China, has begun to increase the amount of MOSFETs produced on 12-inch wafers and launched price wars to expand the terminal PC, NB and consumer electronics markets. Shock.