研究公司Omdia的数据显示，按营收计算，东芝去年在功率半导体市场的份额为3.2%，远远落后于德国英飞凌(IFNNY.US)的22.8%、美国安森美半导体(ON.US)的11.2%和意法半导体(STM.US)的9.9%。Toshiba aims to achieve a double-digit share of the global power chip market by 2030.
Fintech News App learned that Toshiba aims to achieve a double-digit share of the global power chip market by 2030, currently lagging behind its competitors. Noriyasu Kurihara, General Manager of Toshiba's Electronic Devices and Storage Business, stated that Toshiba may eventually form alliances with multiple companies to monopolize 30% of the industry. The company anticipates an increasing demand for power semiconductors, which can regulate the current of various devices ranging from rice cookers, LCD TVs to electric cars.
He said, 'We hope to be a meaningful player when the world needs more power chips. I am not satisfied with our current market share. Achieving a double-digit market share on our own is the minimum requirement.'
According to research firm Omdia's data, Toshiba had a market share of 3.2% in the power semiconductor market last year in terms of revenue, far behind Germany's Infineon (IFNNY.US) at 22.8%, the USA's on semiconductor (ON.US) at 11.2%, and STMicroelectronics (STM.US) at 9.9%.
Kurihara stated, 'We cannot be like Infineon because we lack the determination and expertise in manufacturing various power semiconductors.' He added that Toshiba needs a 'deep understanding' of its target industry.
He mentioned that the demand for power chips is currently slow as manufacturers are still depleting their inventory, but business should pick up next year.
Japan is the home of manufacturers such as Mitsubishi Electric Corp. unsponsored adr and Fujifilm Holdings Corporation unsponsored adr, these companies hold a small share in the power chip market. The Japanese government encourages these companies to cooperate and provides subsidies to the collaborating companies. The first transaction under this subsidy policy was the power device joint production agreement signed by Toshiba and Rohm Corporation in December last year.
Due to the advancements in electric vehicles and generative artificial intelligence, the demand for electricity may accelerate. Omdia predicts that by around 2030, electricity supply may not be able to meet all demands, which means more energy-efficient chips will be needed.
