From2018Years, semiconductor price increases from silicon wafers, passive components, MOSFETAll the way to the resistance, aluminum electrolytic capacitors, and now even the diodes continue to increase prices, and prices The magnitude is much higher than expected. 2019Year, at Last year, the price hike of components gradually subsided and even after the price began to fall, it also ushered in a wave of diode price increases...
According to media reports, internationalIDMThe separation diode of the big factory is 2019The price of the first quarter of the year continued to rise. Among the wave of separated diodes out of stock, Taipan, Qiangmao, Dunnan and other related manufacturers will be expected to benefit.
According to the Fuchang Electronics Survey, Anson, VishayThe vendors are almost all up.
In addition to the quotation of discrete diodes, bridge rectifiers, Schottky diodes, transient voltage suppression, rectifiers, switching diodes, etc. Elongated to 16-40Week, the longest and even look up52Week, quotes also rose simultaneously.
At present, the demand for new energy electric vehicles and automotive electronics in the market has increased significantly. For example, blind spot detection and lane departure are integrated in the advanced driver assistance system. For warning and parking aids, the amount of diodes used is several times higher than in the past.
As the electric vehicle and automotive electronics markets continue to grow substantially, diode usage will only continue to grow. In addition, electric vehicles are driven by batteries, and the installed capacity of electronic devices is much larger than that of automobiles, and the demand for diodes is more. Therefore, the current shortage of diodes will not increase significantly, and there will be a wave of out-of-stock prices.
The industry believes that the current battery drive of electric vehicles, the installation of electronic devices is much larger than fuel vehicles, but also significantly increase the demand for diodes. Under the current situation that the diode capacity has not increased significantly, the phenomenon of out-of-stock price increase is expected to continue.
On the other hand, the current Sino-US trade war deadlock is unresolved, the mainland China system factory has the opportunity to transfer orders to the Taiwan diode factory, and price increases Three major factors, such as the shortage of stocks, major diode manufacturers 2019Yearly performance will usher in a new wave of peaks.