Affected by problems such as slowing market demand and inventory adjustments, China's power device market growth rate dropped significantly in 2007 compared with 2006. Market sales were 76.23 billion yuan, an increase of 13.3% compared with 2006.
In China's power device market, power management ICs still occupy the top position in the market, MOSFETs are in second place, and high-power transistors are in third place. The sales of these three major products account for more than 80% of the overall market. Although IGBT sales are not large, as its applications in industrial control and consumer electronics continue to increase, its market sales have maintained rapid growth. It is an emerging product in China's power device market.
From the perspective of application fields, sales in the consumer electronics field rank first, industrial control ranks second, and computer sales rank third. Sales in these three areas account for 68.9% of the overall market and are important application markets for power devices. At the same time, with the rapid growth of notebook computer production in 2007, the growth rate of demand for power devices in the computer field ranked first among all fields.
In 2007, the demand for power management ICs in the Chinese market slowed down. This is mainly affected by downstream machine output and inventory adjustments. As Chinese manufacturers continue to enter the LDO, DC/DC and other product markets, the prices of low-end power management IC products have declined to a certain extent. Under the dual influence of slowing market demand growth and declining product prices, China's power management IC market sales increased by 14.8% in 2007, which was a sharp decline from the 23.2% growth rate in 2006. But even though the growth of China's power management IC market has slowed down in 2007, the growth rate of China's power management IC market is still higher than the global level of 3.8%.
Among power discrete devices, compared with the low growth rates of high-power transistors, Darlington tubes and thyristors, MOSFETs and IGBTs still maintain rapid development. Among them, MOSFET has been widely used in motherboards, Ballast, NB, computer power adapters, LCD TVs and other products. With its rapid market growth rate and broad market development space, MOSFET has become the development highlight of China's discrete power device market.
In 2007, the growth rate of China's notebook computer production exceeded 40%, and the growth rate of LCD TV production also exceeded 70%. The rapidly growing machine output drove the market demand for MOSFETs in China. However, as the overall machine output growth stabilized, MOSFET The growth rate of market demand has declined compared with 2006. In 2007, China's MOSFET market demand reached 17.12 billion units, and the market demand was 22.05 billion yuan.
With its huge usage in consumer power adapters, Ballast and other products, the demand for MOSFET products in the consumer electronics field ranks first among all fields, and MOSFETs are widely used in computer motherboards, NBs, computer adapters, LCD monitors and other products. Widespread use makes the computer field rank second in market demand after consumer electronics. The demand for MOSFETs in the fields of network communications, industrial control, automotive electronics and power equipment ranks third to sixth. Since low-voltage and high-current MOSFET products are mainly used in motherboard applications, the unit price of their products is relatively high. Compared with computer product applications, low-voltage and low-current products account for a relatively large proportion in the field of consumer electronics, and their product prices are relatively low. Affected by this, the demand for MOSFETs in the computer field exceeds that of the consumer electronics field, ranking first, followed by the consumer electronics field, and the demand for industrial control fields ranks third.
In China's power device market, European and American manufacturers occupy a relatively large dominant position. Among the top 10 power device manufacturers in 2007, European and American manufacturers occupied nine seats. Among the top 10 manufacturers, TI and NS mainly focus on the production of power management IC products, while Vishay has strong market competitiveness in the MOSFET product segment market. The product lines of Fairchild, ST, On Semiconductor and other companies cover a wide range of products, including power discrete devices and power management ICs. At present, these companies have good product quality and strong technical strength, and they are in a leading position in the power device market.
In recent years, Taiwanese companies have gradually introduced the production of power management IC and power device products. These companies have developed relatively rapidly in the mid-to-low-end market by virtue of their lower product prices. Liqi, Fuding Advanced, Maoda, Anmao, Zhixin, Peiheng, and Chongmao are representative manufacturers in Taiwan, China.
Among local companies, a number of companies engaged in the production of power management ICs have emerged in recent years, but most of these companies are mainly design companies, and their products are mainly concentrated in LDO and DC-DC. For high-end power discrete device products such as MOSFET and IGBT, there is still a lack of powerful IDM companies in China at this stage. However, as power device manufacturers such as Fairchild move part of their MOSFET OEM production domestically, domestic MOSFET OEM services have achieved certain development. Currently, Wuxi China Resources SAIC, Jilin Magik, Shanghai Advanced, and Huahong NEC are all providing OEM services for MOSFET products. Among these companies, China Hong NEC and Advanced Semiconductor mainly use 8-inch lines for MOSFET production capacity OEM services, China Resources CSMC uses 6-inch lines for MOSFET OEM services, and Jilin Maijike uses 5-inch lines for MOSFET product OEM services. engineering services. In the next few years, Jilin Huawei and Tianjin Zhonghuan will also enter the MOSFET market.
To sum up, European, American and Japanese companies are in a leading position in China's power device market with their excellent product quality, while Taiwanese companies have developed rapidly in the market with their good product cost performance, while local companies are in a leading position in China's power device market. Competitiveness in the device market is still very weak.
