Transfer from: Prospective Industry Research Institute

Major listed companies in the industry: China Resources Micro (688396.SH); Shilanwei (600460.SH); Xinjieneng (605111.SH); Yang Jie Technology (300373.SZ), etc.

The core data of this article: MOSFET industry competition factions; MOSFET industry market share; MOSFET industry market concentration

1, China MOSFET industry competition factions

MOSFET industry is an industry with high technical barriers. under the background that some cutting-edge products of high-voltage MOSFET still have not been replaced by domestic products, China's MOSFET industry can be divided into two major factions: domestic manufacturers and overseas manufacturers. among them, there are a large number of domestic manufacturers, including China resources microelectronics, shilanwei, weier semiconductor, etc., while overseas manufacturers include Infineon, ansenme, stmicroelectronics, etc. As the technical level of domestic manufacturers continues to rise, the market share of domestic manufacturers in the MOSFET market will show an increasing trend.

2. China MOSFET Industry Market Ranking

MOSFET is the largest subdivision type of semiconductor power devices. all leading power device manufacturers are involved in the research and development and production of MOSFET products. MOSFET products are too subdivided and no authoritative list has been published. therefore, the prospective choice reflects the enterprise competition in MOSFET field through the ranking of power device manufacturers. From July 20 to 21, 2023, the 17th China Semiconductor Industry Association Semiconductor Discrete Device Annual Conference and the 2023 China Semiconductor Device Technology Innovation and Industry Development Forum were held in Xiaoshan, Hangzhou. At the meeting, the China Semiconductor Industry Association announced the list of the top ten power device companies in China's semiconductor industry in 2022. Among them, well-known listed manufacturers such as Shilanwei, Yangjie Technology and China Resources Micro are among them.

3, China MOSFET industry market concentration

combined with ICWISE's calculation of the market concentration of major manufacturers in the Chinese market, there is still a large market share in the domestic MOSFET market in the hands of overseas manufacturers: Infineon accounts for more than 20% of the market with a comprehensive product layout, and anson also accounts for more than 10% of the market share. On the whole, China's MOSFET industry CR4 is close to 50%,CR8 is more than 60%, and the market concentration is high.

4, China MOSFET industry enterprise layout

From the perspective of the business layout of Chinese MOSFET industry manufacturers, most manufacturers have set up production bases and technical support centers in many regions of the country on the basis of the layout of their headquarters. In addition, leading manufacturers including Yangjie Technology and Yandong Micro have gradually realized overseas layout.

5, China MOSFET industry competition status summary

Judging from the existing competitors in the MOSFET industry, the current number of manufacturers in the industry is average and the market concentration is high, so the degree of competition among existing competitors is average, but the degree of competition in the industry tends to intensify further.

In terms of the bargaining power of upstream manufacturers, due to the high technical barriers of the products supplied by upstream manufacturers, the bargaining power of upstream manufacturers is more prominent in the production of high-process and high-precision products. As for the bargaining power of downstream manufacturers, the pattern of MOSFET industry is divided. In the field of medium and low voltage MOSFET, due to the close technical strength of manufacturers, price competition is easy to occur, and consumers' bargaining power is strong; in the field of high voltage MOSFET, due to the large downstream demand and small manufacturers with related technologies, consumers' bargaining power is relatively weak. On the whole, the bargaining power of downstream manufacturers is average.

In terms of the threat of potential entrants, the MOSFET industry is less threatening because it is a highly technical industry with high technical barriers and requires long-term R & D investment.

In terms of alternatives, MOSFETs have a tendency to replace other types of power semiconductors such as IGBTs in a small number of areas, but because MOSFET products are suitable for higher frequency working environments, other power semiconductor components have limited ability to replace MOSFET products.

For more research and analysis of this industry, please refer to the Prospective Industry Research Institute's "Global and China MOSFET (Power Device) Industry Development Prospects and Investment Strategic Planning Analysis Report".

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