Shulou(Shulou.com)11/24 Report--

CTOnews.com, January 7, TrendForce consulting report shows that in the first half of 2023, except for the off-season of traditional stock, and the demand for consumer electronics is still weak, enterprises plan to cut capital expenditure. However, under the circumstances that the production capacity of power management chips TI RFAB2 and LFAB are coming out one after another, it is estimated that the global capacity of power management chips will increase by 4.7% in the first half of the year. It will continue to bring price reduction pressure to consumer electronics, Netcom, industrial control and other application products, and it is expected that the quotation will continue to decline by 510% in the first half of the year. On the contrary, the demand for car regulation products is stable under the promotion of the process of changing fuel vehicles to electric vehicles. Even if the economic downturn makes the whole vehicle market murmur constantly, car regulation products benefit from the long-term cooperative relationship established by buyers and sellers, and the price will not be greatly loosened. It will become the only stable sales momentum in the overall power management chip market.

IDM companies control 63% of the power management chip market

The market for power management chips is quite diverse, with international IDM manufacturers including TI, ADI, Infineon, Renesas, onsemi, ST, NXP and so on. IC designers include Qualcomm (Qualcomm), MPS, MediaTek (MediaTek), Anpec (Maoda), Zhixin (GMT), Leadtrend (Tongjia), Weltrend (Weidan), Silergy (Silijie), BPS (Jingfeng Mingyuan), SG Micro (Saint Bangwei) and so on. According to the market scale of global power management chip shipments, the combined market share of IDM operators is 63%, while TI accounts for 22% of the industry. Due to the diversified product mix, stable quality and abundant production capacity, it has a great influence on the global power management chip market. Overall, IDM operators raised prices in response to high inflation and higher costs in 2022, further driving up the overall average sales unit price (ASP), but IC designers have taken the lead in showing weakness.

Consumer electronic power management chips are sold at reduced prices, with stable demand for only vehicles and a small number of industrial controls.

TrendForce Jibang Consulting said that the price of power management chips used in products such as laptops, tablets, TVs and smartphones will be reduced by 310% from the third quarter of 2022. In the fourth quarter, in addition to the related applications of AC-DC, DC-DC, LDO, Buck, Boost, PWM and Charger IC, the demand for Netcom devices and industry has also loosened. At present, only a few industrial (national defense) and automotive demand remain stable. The order list will be safe in the second quarter of 2023, less likely to be sold at a reduced price. CTOnews.com learned that as more than 83% of the power management chips in the industrial and automotive fields are in the hands of IDM manufacturers, IC designers are still generally difficult to cut into, and this is the market that IC designers are eager to enter at a time when the demand for consumer electronics is sluggish, and the progress of IC inspection is urgent and continuing.

At present, the average lead time of power management chips by IC designers is 12 to 28 weeks, and even some models are available in large inventory, such as panel-end power management chips, which can be shipped immediately as long as they are ordered; while the delivery time of IDM manufacturers is generally still long, with a non-specification delivery time of 20 to 40 weeks, and a vehicle specification delivery period of more than 32 weeks, and a small number of products with more complicated manufacturing, assembly and inspection processes are still in the dispensing state.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.