In depth analysis of MOS transistor price trend I. Background of MOS transistor price increase

In recent years, the MOS transistor market has experienced frequent price fluctuations, mainly due to the sustained shortage of upstream wafer supply. MOS transistor, as an important semiconductor device, is widely used in consumer electronics, industrial control, automotive electronics and other fields. However, due to the outbreak of the COVID-19 epidemic, the global supply chain was severely impacted, leading to increased supplier costs and extended delivery time. In this situation, MOS transistor manufacturers are facing enormous pressure and have to adjust product prices to maintain survival.

First of all, the COVID-19 has had a serious impact on the global semiconductor industry chain. Due to factory shutdowns and logistics disruptions caused by the pandemic, there has been a shortage of upstream wafer supply, resulting in an increase in MOS tube production costs. In addition, the epidemic has also led to a shortage of labor, further exacerbating production pressure.

Secondly, the increase in raw material prices is also an important reason for the rise in MOS transistor prices. For example, the prices of key raw materials such as silicon wafers and packaging materials have significantly increased during the pandemic, leading to a significant increase in production costs for MOS transistor manufacturers.

Finally, the strong market demand is also the driving force behind the rise in MOS transistor prices. With the rapid development of emerging technologies such as 5G, IoT, and artificial intelligence, the demand for MOS transistors in the market continues to grow, further driving up product prices.

2、 Price increase of major MOS transistor manufacturers

The delivery time of Dior has been extended to 17-22 weeks, and prices will increase starting from January 1, 2021. As a globally renowned semiconductor manufacturer, Dior's MOS transistor products are widely used in consumer electronics, industrial control, and other fields. Due to the shortage of upstream wafer supply, Dior had to extend the lead time to 17-22 weeks and increase prices for some products starting from January 1, 2021.

On December 9, 2020, Hangzhou Shilanwei announced that due to the rise in prices of MOS wafers and packaging materials and the impact of production capacity, SGT MOS product prices have increased by 20% this month. Hangzhou Shilanwei is a high-tech enterprise specializing in the research and development, production, and sales of MOS transistors. Due to the rising prices of MOS wafers and packaging materials, as well as limited production capacity, Silan Microelectronics has decided to raise the prices of SGT MOS products by 20%.

Fuman Electronics issued another price increase notice on December 16, 2020, stating that due to significant increases in wafer and MOS prices and severe shortages, product prices have been adjusted. As a well-known MOS transistor manufacturer in China, Fuman Electronics' products are widely used in consumer electronics, industrial control and other fields. Affected by the rise in wafer and MOS prices and shortages, Fuman Electronics has to issue another price increase notice and adjust product prices.

Starting from January 1, 2021, Wuxi Xinjieneng has raised its prices due to the continuous increase in upstream raw material and packaging costs, as well as tight production capacity. Wuxi Xinjieneng is a professional enterprise engaged in the research and development, production, and sales of MOS transistors. Due to the continuous increase in upstream raw material and packaging costs, as well as tight production capacity, New Clean Energy has decided to raise prices for its products from January 1, 2021.

3、 Price increase trend of domestic MOSFET manufacturers

Domestic MOSFET manufacturers have also issued price increase notices. For example, two MOSFET manufacturers in Shenzhen started raising prices in September, with an increase of 20%. One of the manufacturers made corresponding adjustments to product prices from October 1, 2020, while the other increased the prices of MOS transistor and IC series products by 20% -30% from the same day.

The main reasons for the price increase of domestic MOSFET manufacturers are as follows:

Upstream raw material prices have risen: Affected by the global pandemic, upstream raw material prices have increased, resulting in higher production costs for MOSFET manufacturers.

Limited production capacity: Due to the impact of the epidemic, the production capacity of some MOSFET manufacturers is limited, resulting in tight product supply.

Strong market demand: With the rapid development of emerging technologies such as 5G and the Internet of Things, the demand for MOSFET market continues to grow, further pushing up product prices.

4、 Classification of MOS Tube Price Stability and Rising Types

The overall price of medium and low voltage MOSFETs is stable, while some part numbers of high voltage MOSFETs have increased in price. As the mainstream product in the MOSFET market, the price of medium and low voltage MOSFETs remains stable overall. Due to the special application fields of high-voltage MOSFETs, the prices of some part numbers have increased.

The price of IGBT single tube is stable, and some products still have a certain increase compared to the previous period. As another important semiconductor device, IGBT's single tube price remains stable overall. However, due to strong market demand, some products still have a certain increase compared to the previous period.

The quotation of SiC devices continues to decline, and the price difference with silicon-based devices is gradually narrowing. As a new type of semiconductor device, the price of SiC devices continues to decline. With the maturity of technology and the reduction of costs, the price difference between SiC devices and silicon-based devices is gradually narrowing.

5、 Future forecast of MOS transistor market

Research institutions predict that the 5G industry chain will lead to a significant increase in demand for MOSFETs, coupled with the development of clean energy, electric vehicles, and other fields. In the future, the market share of MOSFETs will experience explosive growth. It is expected that the market size of China's MOSFET industry will grow at a compound annual growth rate of 24.9% in the next five years.

Specifically, the following factors will drive the growth of the MOSFET market:

5G industry chain: The rapid development of 5G technology will drive a significant increase in demand for MOSFET market, and it is expected that by 2025, the global 5G market size will reach $1.2 trillion.

Clean energy: With the increasing global emphasis on clean energy, the demand for MOSFETs in clean energy fields such as photovoltaics and wind power will continue to grow.

Electric vehicles: The rapid development of electric vehicles will drive the growth of MOSFET market demand, and it is expected that by 2025, the global electric vehicle market size will reach 10 million units.

6、 The Impact and Response of MOS Tube Price Trends

The fluctuation of MOS transistor prices has had a significant impact on the entire electronic industry chain. For relevant enterprises, it is necessary to closely monitor market dynamics and optimize supply chain management to cope with the challenges brought by price changes.

Here are some coping strategies:

Strengthening supply chain management: Enterprises should strengthen cooperation with upstream suppliers to ensure stable raw material supply and reduce production costs.

Enhance product competitiveness: Enterprises should increase research and development investment, improve product performance and reliability to cope with market competition.

Expanding market channels: Enterprises should actively expand market channels, reduce dependence on a single market, and lower market risks.

Focus on policy orientation: Enterprises should pay attention to the support policies of the national and local governments for the semiconductor industry and strive for policy support.

In short, the fluctuation of MOS transistor prices has had a significant impact on the entire electronic industry chain. Enterprises should closely monitor market trends and take effective measures to address the challenges brought by price changes in order to achieve sustainable development.