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Component Shortage Update: Increasing Lead Times for Power MOSFETs

Posted by Advanced MP Technology

Apr 30, 2018 2:52:06 PM


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Joining the shortage market of MLCC and resistors; power discrete semiconductors, including MOSFETs (Metal-Oxide-Semiconductor Field-Effect Transistors), diodes, rectifiers, and thyristors, have experienced stretched lead times since late 2017. For example, the typical lead time for MOSFETs has stretched from 8 weeks to 24-30 weeks. This is expected to continue through Q4 2018.

The exceptional increasing demand from the automotive sector is the main cause for power management (PM) chip shortage. The electric power steering, electronic fuel pumps, advanced driver assistance system (ADAS) and electrification of the powertrain are notably increasing the number of PM chips needed for each vehicle. According to Databeans’ research, PM chip market grew 13% to $29.4 billion in 2017 and will increase 6% in 2018, reaching $32.2 billion.

Among the PM chip market, MOSFETs are taking the spotlight due to the wide application within the automotive market. In fact, the automotive MOSFETs accounted for 20% of th­­­­e total PM chip sales in 2016. They are used in battery chargers, DC/DC converters and other micro inverters in the start/stop function module. Infineon, as a prominent PM manufacturer, sold 1.5 billion automotive-qualified MOSFETs in fiscal year 2015/2016, which means 48 pieces MOSFETs are sold every second!. On average, every new car will carry about 18 Infineon MOSFET devices and 250 for high-end electric cars. With the global trend of adopting electric vehicles, this market will become increasingly important.

PCs and smartphones are also causing a supply strain on MOSFETs.  Although the number of­­ global PC shipments are decreasing, the number of CPUs on each device is increasing and creating an average of 20-30% more demand for MOSFETs per unit. For the smartphone market, the growing popularity of wireless charging functions across all product lines will also consume more MOSFET chip supply.

On the supply side, shortage of 8-inch wafers and the rising price of raw materials are contributing to the extended lead time for MOSFET chips. Additionally, as major OCMs are shifting to the automotive market, EMS and OEMs have additional obstacles for low to medium voltage MOSFETs.

With over forty years of successful experience in electronic component distribution, Advanced MP Technology has helped global OEM and EMS through many components shortage cycles. Our strong global supplier network, extensive historical data on electronic components as well as teams of industry experts make us the best supply chain partner to secure parts globally in the current server shortage market.


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