According to interviews with multiple power semiconductor companies, the worst moment for power semiconductor has passed as the production capacity of major wafer fabs approaches full capacity and the issue of price hikes become a hot topic in the industry. Mao Zheng from Huaxin Securities believes that with the gradual improvement of delivery time and inventory, as well as the gradual recovery of downstream demand, we can see the signal of the recovery of the prosperity of the power semiconductor industry.
Reporters learned from multiple power semiconductor companies that overall, the worst time for power semiconductors has passed, and the production capacity of major wafer fabs is close to full load, making price increases a hot topic in the industry. Industry insiders predict that with the clearance of inventory on the industrial chain and further recovery of demand, the prosperity of the power semiconductor industry in the second half of the year is expected to continue to rise.
Power semiconductors are the core of electronic device energy conversion and circuit control, and have a wide range of applications in electronic circuits. Against the background of accelerating electrification and intelligence of automobiles, ADAS, electric power systems, and high-performance computing have become the three main incremental areas of automotive semiconductors. Mao Zheng of Huaxin Securities believes that power semiconductors have broad applications. Although they are currently at the bottom of the industry cycle, as delivery times and inventory gradually improve, and downstream demand gradually recovers, we can once again see the signal of the recovery of the prosperity of the power semiconductor industry. With the continuous catching up of domestic power product reliability, stability, and performance parameters with overseas standards, the future domestic market space is vast.
According to the Financial Data Center, among related listed companies:
Shenzhen Minde Electronics Technology's ultra-thin back-end foundry, ChipOne-Tech, currently has more than ten customers conducting back-end process sample verification for IGBT, SGT, specialty power, and IC products, and some products have started small-scale production.
Wuxi NCE Power is a domestically leading fabless enterprise for power devices, with mature MOSFET technology and complete models. The company is the first in China to have four product platforms, including trench, super junction, shielded gate MOSFET and IGBT.