The shortage of power semiconductor IGBT is intensifying

When the entire #semiconductor industry is busy destocking, #IGBT is almost the only exception. Not only has the price skyrocketed, but the industry even described the out-of-stock situation as "it's not a question of how high the price is, but it's simply not available". According to media reports, the IGBT shortage problem will be difficult to solve until at least mid-2024. Earlier news also pointed out that some manufacturers' IGBT production line foundry prices rose by 10%.

IGBT has excellent performances such as high frequency, high voltage, high current, and easy switching. It is praised by the industry as the "CPU" of power electronic devices and the "chip" of new energy. The role of a "heart" is not unrelated. With the large increase in the amount required for automotive and industrial applications, and the slow expansion of production capacity, it will take time for customer certification. In addition, #Tesla has announced a 75% reduction in silicon carbide (SiC) consumption, which may become one of the alternatives. The IGBT is more sought after.

How much is there? Future Electronics, a world-renowned component distributor, announced the Q1 delivery date of semiconductor products in 2023. At present, the delivery dates of IGBT products and related accessories of mainstream power device manufacturers such as Infineon, IXYS, ON Semiconductor, and ST are relatively long—— It hovers around 50 weeks, up to 54 weeks, more than a year, and the delivery period of MOSFET is also similar. The delivery period is in the long-cycle area, which is basically the same as the performance during the core shortage period of the previous two years.

It is reported by Lansheng Technology that IGBT is driven by the four-wheel demand of new energy vehicles, charging piles, photovoltaics and rail transit. Although the domestic new energy vehicle market is cooling down, the supply of IGBTs for vehicles is still in short supply. On the supply side, IDM manufacturers have been slow to expand production. Infineon's new plant in Germany will not be ready for mass production until 2026, and #ONSemiconductor's production capacity in 2023 has been sold out. Some insiders in the supply chain pointed out that in the second half of 2022, the global IDM IGBT supply has basically been finalized for the whole year of 2023.

Lansheng Technology Limited is a global distributor of electronic components that has been established for more than 10 years, headquartered in Shenzhen China, who mainly focuses on electronic spot stocks.

https://www.lanshengic.com/