- Time： 2024/1/2 Posted： Kingtech Semi (Shenzhen) Co., Ltd
- Since last year, the power device market has rebounded and demand has remained strong. There are rumors in the market that there is a shortage of supply and demand, and due to limited production capacity, the original factory delivery cycle has been extended by 13-18 weeks. After entering the third quarter, the mobile terminal market began to accelerate its expansion, especially driven by the iPhone 8 series. The addition of wireless charging is becoming a new application introduced by domestic mobile phone and accessory manufacturers. In addition, the rapid improvement in application level and factory production capacity restrictions have brought considerable supply pressure to upstream MOS manufacturers.
Due to the tight supply chain, the concept of delivery time for MOS fast charging chips is no longer discussed (delivery time refers to large customer orders, usually planned annually). Basically, products are made based on what substrates are available, which means that it is mostly short-term behavior without long-term planning.
Overall, the shortage of MOS fast charging chips is mainly due to the rapid improvement in application level. Chen Xiangdong stated that the main reason for the shortage of MOSFET chips is due to the rise of the application market, such as mobile phone fast charging, wireless charging chips, and lithium battery management chips. Basically, the improvement of various application areas has exacerbated the shortage market. Currently, the shortage is mainly affected by the application of smart terminals, and the shortage of low-voltage MOSFET chips is relatively serious.
Kingtech Semis was founded in 2018. The company mainly engages in the research and development, design, development, and sales of integrated circuit chips, analog-to-digital hybrid, and power semiconductors, providing reference design solutions for application systems, and providing related technical services. The core team of the company comes from semiconductor giants in Europe, America, Taiwan, such as AOS, RICHTEK, etc., all of which have more than 10 years of semiconductor experience. The company is committed to becoming a world-class supplier of power devices, power management chips, and analog-to-digital hybrid chips, providing key components for carbon peaking and carbon neutrality.
123456
13560745364
