January 3, 2023 news, PC, consumer electronics market in the fourth quarter of 2022 demand continues to be weak, and the client market strategy in the first quarter of this year still tends to be conservative, making MOSFET inventory de-stocking rate will be more slowly than originally expected. The supply chain expects that the worst-case scenario may continue into the third quarter of this year before the inventory de-stocking phase may gradually end. MOSFET manufacturer operations are expected to remain flat until the middle of this year.

PC, consumer electronics market conditions in the second half of 2022 by the boom winter, and until the end of 2022 have failed to effectively de-inventory, making the MOSFET market inventory de-inventory slow. The supply chain pointed out that the previous foundry capacity is tight, the client repeated orders in the second half of 2022 fully emerged, even if the MOSFET factory has significantly reduced the amount of investment, but the previous order to invest in wafers still need to continue to deliver in accordance with the contract.

In the cast continued output, coupled with the slowdown in the client's pull rate, the supply chain that the current MOSFET factory inventory levels are generally more than six months level, coupled with the channel and the terminal is still digesting the hands of MOSFET inventory, making the first half of 2023 MOSFET market conditions are quite severe.

Road business pointed out that the current IDM low-voltage MOSFET delivery period has been more than half a year from the original, down to about 5-6 months level, compared to the previous situation has been much more relaxed, and because the IDM low-voltage MOSFETs mainly attack industrial control, automotive and other high-end market, in industrial control, automotive demand is still in the growth period, the supply of MOSFETs have been relatively Slowdown, making the PC, consumer and other relatively weak growth momentum of the MOSFET market is even weaker.

The industry believes that the MOSFET market in the first half of 2023 may still remain in the off-season state, and the follow-up as foundry capacity continues to soothe, MOSFETs are likely to face price pressure, MOSFET factory operations in the first half of the year is still more challenging.

Mainly for PC, consumer and other MOSFET manufacturers, operations may remain flat to mid-2023, must wait for the second half of the semiconductor demand rebound, and in the third quarter to end inventory de-stocking, before the business opportunities are expected to grab.

source：xinzhixun