Monday, April 1, 2019
Metal-oxide semiconductor field-effect transistor (MOSFET) prices, which saw significant increases in 2018, have come under downward pressure due to a slowdown in demand, according to industry sources in Taiwan.
Industry leader Infineon's recent guidance cut may indicate automotive MOSFET demand is slowing, said the sources, which expressed concerns that more supplies from Infineon and other IDMs for mass-market applications will drag down the overall market prices.
Speculation already circulated in the Taiwan and China MOSFET sectors earlier this year that prices will stop rising in the first quarter. Falling fab utilization rates at international IDMs, coupled with more available capacities at pure-play foundries, have been putting downward pressure on MOSFET prices.
Taiwan-based MOSFET firms specializing in conventional products have commented that growth in customer orders may fail to catch up with growth in their output driven by more capacity support from foundries, the sources said. Meanwhile, near-term order visibility remains unclear.
Infineon recently cut its revenue and profit outlook for 2019, owing to global economic uncertainties and a slowdown in end-market demand particularly in China.
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