How about the future for power components

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/ 2018-11-27 / News

MOSFET market demand

Core Technology News, metal oxide semiconductor field effect transistor (MOSFET) and power management IC manufacturer Jie Lijin (26) held a law conference for the future General Manager Wu Jialian said that the fourth quarter of this year is probably the same as the third quarter. However, with the development of electric vehicles, the overall MOSFET market demand is still greater than the supply capacity. 


Wu Jialian pointed out that the power components used in general automobiles account for 21%, and the electric vehicles are multiplied to 55%. The main reason is that the automotive industry has a relatively high proportion of electronic management like electric vehicles. The internal combustion engine began to be imported into an electronic interface, including instrument panels. And the cost of using MOSFETs has also increased from $338 to $704, which is a significant increase in demand for power components. 

Analytics from global market

In the global market, the world's power semiconductor applications account for the first place, but in the mainland, the proportion of cars is not so high, Wu Jialian said, because the mainland's current automotive industry is still a low-end industry, semiconductor use Less, on the contrary, Netcom's market share is relatively high, but under the influence of trade wars, the current Netcom application market declines to only one-third of the original.

But he also revealed that in addition to Xiaomi, Netcom's application products will also increase the number of foundries and notebook applications, such as Compal and Wistron, next year.

The part of the trade war, Wu Jialian also said that most of the affected people are power supply manufacturers, because that is the part of the computer that is included in the tariff. However, the hand airport has introduced the fast charging function. This part is very confident. He also stressed that Jieli is in the process of patent research and development and hopes to import 5G power applications.

Jiel's third quarter revenue reached 393 million yuan (NTD, the same unit), a 14% increase in the quarter, gross margin also climbed to 35.95%, up 5.54 percentage points from the second quarter, tax After the net profit of 71.78 million yuan, the season increased by 7.6%, net profit per share of 2.04 yuan; the first three quarters after-tax net profit of 185 million yuan, per share of net profit of 5.26 yuan.

As for capacity planning, Wu Jialian pointed out that the current monthly production capacity of power components is 4,000 pieces. It is expected to adjust to a monthly output of 8,000 pieces in the third quarter of next year, which will increase the multiple. (Proofreading/Group)

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