Infineon and NXP 2018 focus on auto electronics, power analog IC, MOSFET demand increased

Global IDM (Integrated Component Manufacturing) industry continues to attack the new blue ocean of automotive electronics. Infineon (Infineon) and NXP (NXP) focus on automotive-related products for power semiconductors, power modules, analog ICs, and medium-high Demand for MOSFETs (gold oxide half-field effect transistors) has increased significantly. For those in the back-end of the Taiwanese system, including ASE, Yichang, Lingsheng, Jiemin, etc., it is expected to benefit from this wave of automotive electronics market. Long-term trend.

Familiar with the power component packaging and testing industry, the company is currently able to undertake mid-to-high-end MOSFET sealing and testing orders, mainly for ASE and Jiemin. The ASE is responsible for the large-scale MOSFET-related factory revenue of NT$2 billion to RMB 3 billion. Min is also actively moving towards the annual revenue of 3 billion yuan. From the perspective of demand, the supply and demand situation of the industry in 2018 is still estimated to be on the supply side of the market.

Familiar with the semiconductor packaging and testing industry, the demand for MOSFETs and analog ICs is still hot this year and next year. It is estimated that the supply and demand situation will not change much in 2018. The main reason is that the automotive electronics will become the key areas of Japanese and European IDM manufacturers, and also the IDM industry. Promising long-term growth momentum, technical threshold and difficulty are relatively high, able to master international IDM customers such as Infineon, Mitsubishi, Renesas Electronics, Anderson, etc. Taiwanese packaging and testing industry, is expected to continue to benefit from the power component market break out.

Familiar with the power component industry, such as Yichang, which undertakes the Infineon analog IC package and test, and has a MOSFET chip factory, Dazhong, Fuding, Nixon and international IDM. Years are expected to have a good outlook.

Familiar with Jiemin industry, it seems that in February 1st of 2018, there will be a decrease in the number of working days in the traditional year, and the off-season effect will appear as expected, but it is estimated that there will be high-end performance in November and December this year. Jiemin is expected to achieve a solid goal of high single-digit performance growth every year. It is understood that Jiemin power module packaging and measuring revenue is about 10%, and vehicle related current is about 3%. Although the proportion is not high, it has become a long-term optimistic growth momentum.

Familiar with analog IC design industry said that in fact, international IDM manufacturers Infineon, NXP and other companies continue to strengthen the semiconductor semiconductor power, Infineon in 2016, the automotive semiconductor market share came to about 11%, by Qualcomm ( Qualcomm) The acquisition of NXP, with a market share of about 14%, is the market for the automotive semiconductor market. Market participants are optimistic about the future advanced driver assistance system (ADAS), electric vehicles, and future LV4~5 self-driving vehicles, all of which are power semiconductors. Key application areas.

With the hot topic of various types of power supply, power semiconductor related industries such as analog IC, MOSFET, power component packaging and testing, power module, and power module lead frame are expected to benefit from the booming development of the automotive electronics market. The operation of the system in 2018 is still positive.

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PEW Enameled Aluminium Wire

About PEW Enameled Aluminium Wire

We product class 155 enameled aluminium wire from 2.65-6.0 mm.

According to the characteristics of motor, transformer, automotive electrical and high-speed winding machine, we have advantages in resilience, breakdown voltages and have imported machine to protect the quality of Enameled Copper Wire.

Name	Enameled Aluminum Wire
Conductor	Aluminum
Dimension	Diameter(mm): 2.65 ~ 6.0
Thermal Class(â„ƒ)	130(Class B); 155(Class F); 180(Class H); 200(Class C); 220(Class C+);
Standard	IEC; ISO9000; ISO9001; IATF16949
Packing	PT4 â€“ PT200 or ply-wood spool
Application	Transformer; motor; generator; modern instrument; welding machine and so on.

Class 155 heavy insulation thickness of modified polyester enameled aluminum round wire

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