How popular are the products of automotive chip maker ON Semiconductor?

 


When it comes to automotive chips, the deeds of ST and Infineon's core shortages have spread all over the world. ON Semiconductor is also a well-known automotive semiconductor manufacturer, but its "chip" problem is even more secretive. In some unconventional products, such as Xiao There is a continuous shortage of Teky diodes and MOSFETs, and the price has been raised quietly. Things that cost a few cents have risen to more than a hundred, making people in the chip industry eager to see through.


With the recovery of the automotive and industrial markets in 2020, 8-inch production capacity has been dominated by consumer electronics. The stockpiling of consumer electronics by the epidemic has squeezed out the production capacity of automotive chips.


In 2021, when the chip shortage broke out in an all-round way, the original ON Semiconductor factory had a wave of price increases at the beginning of the year, and many conventional general-purpose materials (such as the general-purpose NUP2105L series) did not escape the chip shortage boom. In the second quarter, ON Semiconductor's production lines were fully saturated. General products, the original factory does not accept new orders.


The lack of #chips in automobiles has continued until 2022. The popularity of new energy vehicles has led to a serious shortage of IGBTs at ON Semiconductor, and the price of power conversion products on the market has generally increased by more than 10 times.


At present, the delivery period of ON Semiconductor has gradually stabilized, and even for high-priced chips, the upside is limited. What is still missing today is mainly a batch of products that are difficult to replace, such as automotive MOS, automotive IC, and MBRS series used in industry and medical treatment.


In terms of global power MOSFET market share, ON Semiconductor is second, #Infineon is first, and in the IGBT market, ON Semiconductor is third, and the top two are Infineon and #Mitsubishi Electric. ON Semiconductor also makes power ICs, which is what we often call power management ICs. In addition, ON Semiconductor's image sensor ranks first in the CIS market share in the automotive field.


Although power semiconductors cannot sit in the first position, ON Semiconductor has a good background to make a fortune because it is good enough.

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