Yole: Infineon-controlled MOSFET market, China is quietly rising

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Source: The content is compiled by Semiconductor Industry Watch (ID:icbank) from 「yole", thank you.

According to Ana Villamor, Yole Dé veloppement power electronics and compound semiconductor technology and market analyst, silicon MOSFET is a key component in a very wide range of medium and low power applications. He further pointed out that in 2020, the silicon MOSFET market will be worth 7.5 billion US dollars. Yole predicts that the compound annual growth rate of silicon MOSFET will be 3.8% between 2020 and 2026, which means that the market size of MOSFET will reach 9.4 billion US dollars by 2026. Most of this income comes from consumers and the automobile market.
Yole said the COVID-19 had a strong impact on the MOSFET market, especially in the consumer sector. According to their statistics, the market size of MOSFET in the consumer field will reach 2.8 billion US dollars in 202020, contributing 37% silicon MOSFET revenue, making it the largest department. But that number will decline in the coming years. EV charging applications are expected to grow at a high CAGR by then, driven by the government.
Yole further pointed out that due to the increasing use of auxiliary systems and electrification, vehicles including electric vehicles will drive the demand for silicon power MOSFETs. The auxiliary motor drives the boost low-voltage MOSFET, while electrification boosts the high-voltage MOSFET included in the DC/DC converter or on-board charger system. At present, these two parts together account for 21% of the MOSFET market. By 2026, they will increase to 32%.
in fact, some governments' new environmental regulations for carbon neutrality in 2050 are conducive to accelerating vehicle electrification. Power electronics is the key technology for this transformation. Silicon MOSFET benefits from mature infrastructure and processes. At the same time, a new generation of equipment will soon be available. In addition to performance improvements, due to the transition of 12-inch silicon wafers, the cost of silicon MOSFETs will be further reduced, which will make their costs more competitive.
Of course, MOSFET also plays an important role in many other applications......
According to Yole, Infineon Technology maintains a leading position in the entire MOSFET ecosystem with its huge MOSFET product portfolio and well-known CoolMOS technology. In the MOSFET ranking, Anson Mei ranked second with 13% market share, and they are in a leading position in the low-voltage vehicle segment.
come to Chinese players, in fact, they are not very obvious in the MOSFET market because it is driven by high technology. However, there are quite a few MOSFET products in the product portfolio of companies including Jilin Huamu, Shilan Microelectronics or China Resources Microelectronics... As detailed in Yole's silicon MOSFET report, China accounts for 38% of silicon MOSFET sales. In addition to the growing demand for silicon MOSFETs in different applications, the Chinese government is also promoting domestic manufacturing.
"It is not surprising that Chinese enterprises invest in manufacturing capacity." Dr. Milan Rosina, chief analyst at Yole Power Electronics and Batteries, said. "foundries like HHGrace and CanSemi have invested in 300mm products to cope with higher production of MOSFETs and other power components, and have begun production."
However, this is not the end of China's push of 300mm. SiEn is building a 300mm fab, and CRMicro and Nexperia are gearing up. In fact, China Resources Micro recently raised funds through IPO and has expanded its 200mm product line.
Jet Microelectronics and SMIC follow the same pattern. They all want to invest the money raised in manufacturing.
Yole said that five years ago, people thought that China's performance in high-end components such as super junction MOSFETs was lower than that of European, Japanese or US manufacturers. However, this situation is changing.
All in all, Chinese manufacturers are racing to grab a large part of the MOSFET market.


Created on：2021年8月30日 15:11
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