According to the Financial Associated Press, with the traditional peak season approaching in the second half of the year, not only the supply of metal oxide semi-field effect transistors (MOSFETs) is tight, but the diode market is also experiencing a comprehensive shortage of supply.
Diodes are out of stock in the third quarter, and the delivery time is extended and increased by 10%
Including electrostatic protection (ESD), transient voltage suppression (TVS), bridge rectifier , Schottky, Zener, small signal, etc. There are reports of diodes being out of stock. In addition to generally extended delivery times, prices will increase by about 10% in the third quarter.
The industry said that international IDM factory recently informed customers that the delivery time of discrete components will be fully extended in the second half of the year, including the longest delivery time of some specifications of diodes such as Schottky, Zener, small signal, etc., has reached 40 weeks, It means that the shortage situation in the third quarter is very clear, and the prices are showing an overall upward trend, including diode concept stocks such as Dunnan, Jingyan, Qianmao, Taiban, Dewei, Hongyang-KY and other diode stocks will directly benefit. The increase in
diodes is driven by the entire supply chain. It is expected that this wave will not ease until the production capacity of multiple 8-inch and 12-inch wafer fabs in mainland China is opened in the second half of the year.
Due to the emergence of new markets, the demand for diodes has increased
In the past few years, the diode market has been mainly in the hands of international manufacturers such as ON Semiconductor, STMicroelectronics, Vishay, Diodes, and Nexperia.
However, in recent years, has eaten up most of the diode production capacity with the rise of new markets such as electric vehicles and advanced driver assistance systems (ADAS) and other automotive electronics, emphasizing frequency conversion, and digital home appliances with Internet of Things functions. However, major international manufacturers have not done so. The substantial expansion of production will instead transfer low-margin production capacity to the production of high-margin automotive electronics or IoT diodes.
In other words, as demand continues to grow but major international manufacturers have not expanded production, the diode market has begun to be in short supply. Although we are seeking production capacity from wafer and foundries, because the profits of diode wafers are not high, the production capacity allocation of wafer foundries will naturally give priority to analog ICs or MOSFETs with higher gross profits. In addition, this year, silicon wafers and wafer foundry prices continue to rise.
Therefore, in the third quarter, not only did the diode market experience shortages and extended delivery times, but suppliers also raised prices by about 10% on the grounds of cost response.
The delivery time of various types of diodes will be extended by at least 20 weeks, and as high as 40 weeks.
According to industry news, among the various types of diode markets in the third quarter, the demand for ESD and TVS diodes will be the strongest, and the average delivery time will be extended to 20 weeks. The supply of
bridge rectifier, switch, Schottky and other diodes is tight, and the expected delivery time will be extended to 24 to 26 weeks; Zener diode and small signal MOSFET are obviously out of stock, and the delivery time will be extended to 30 to 40 weeks. . As for the supply of varistors and general-purpose diodes, the supply remains normal.
Nexperia (Nexperia), ON Semiconductor (ON Semiconductor) and other manufacturers' Schottky diode delivery times have been extended to 20-40 weeks, and supply exceeds demand, and prices have risen sharply.
With the delivery time of various types of diodes lengthening, spot stock has become even more rare. With the rise of new markets such as automotive electronics and digital home appliances emphasizing frequency conversion and Internet of Things functions, production capacity is even more scarce. Where can I find the goods in stock?
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