MOSFET semiconductor market is now a serious shortage of supply quotas

Market research firm iSuppli senior analyst Chris Ambarian pointed out that before the date of iSuppli in the last 12 months, for the first time to detect the semiconductor products market quota, market power semiconductor of some kind has obvious shortage, some MOSFET began rationing.

ISuppli defines the quota as "a serious shortage of product availability", indicating that the supplier is unable to meet all customer orders. In the quota situation, the supplier will allocate a limited number of components, delivered to the customer, rather than fully fulfill all orders. The emergence of the "quota" represents a more serious shortage of supply / demand imbalances in the semiconductor industry.

According to iSuppli research, the quota is mainly limited to SO-8 and DPak packaging power MOSFET. The delivery time of this product is extended to 20 weeks, the longest quota period observed in asia. In North America, due to the different types of delivery MOSFET vary, the supplier of poor quality products sold for 18 weeks of delivery time, while other parts remain for the period of 7 to 8 weeks.

In addition to MOSFET, the power supply has also spread to several other types of power management semiconductors, including bipolar devices and rectifiers, but these products are not currently in the quota state. Power semiconductor supplier Vishay Intertechnology Inc., A Morimi (On Semiconductor Corp.) and Corp. (Rectifier) International rectifier devices (International company) are facing sustained capacity tensions.

According to iSuppli CHW said: the emergence of power MOSFET quota news for the past few quarters accustomed to easily access to semiconductor products in the electronics industry as a pound bomb. As semiconductor sales growth has slowed in the past 12 months, there has been no indication of any kind of chip since 2005, and only a few reports of shortages. Power MOSFET is the first in the past 12 months to enter the quota status of the product type.

However, this does not mean that other types of semiconductor products will follow the footsteps of MOSFET shortage or quota. As iSuppli has pointed out in the past few quarters, the power management market began to cycle sales model, which is different from the entire semiconductor industry.

Consistent with the peak forecast iSuppli, power MOSFET prices in April for ninth straight months rose, with an average increase of up to 3.9%. ISuppli expects the current price environment also will be strong for several months, but it is almost certain that later this year when the supply will be eased, the average sales price (ASPs) decline in the situation, is expected in the second quarter ASP will still remain strong. Fortunately, the supply / demand for other categories of chips still looks healthy. Therefore, at present, the quota is limited to discrete parts of the semiconductor market power.

It should also be noted that power management devices such as MOSFET are widely used in almost all electronic devices. For this reason, the shortage of power semiconductors may affect the delivery of some types of electronic equipment, but this effect does not look great.

Overall, the above discussion of the delivery and price trends are experiencing the typical peak impact of the power semiconductor market. If the market performance continues to peak, the expected supply constraints will likely lead to the emergence of double orders.

The real question is how big the market is and how badly they affect the market. At this point, there are indications that the coming recession cycle is relatively small. Although iSuppli did not predict the quota of other types of semiconductor, but the second half of the power supply / demand situation needs further observation.