Analysis of MOSFET Industry Chain for Engineers

01

Overview of mosfet Industry

MOSFET, also known as metal oxide semiconductor field-effect transistor, is a type of field-effect transistor widely used in analog and digital circuits. It is used to convert changes in input voltage into changes in output current, and can achieve functions such as switching and signal amplification. It belongs to the same field of transistors as Bipolar Junction Transistor (BJT) and Insulated Gate Bipolar Transistor (IGBT). MOSFET has the characteristics of fast switching speed, high input impedance, and good thermal stability, and is applied in many fields including telecommunications, consumer electronics, automotive electronics, and industrial control.

02

MOSFET industry background

Driven by markets such as 5G, PC and cloud servers, and new energy vehicles, the global MOSFET market is growing rapidly. In 2021, the global market size exceeded 10 billion US dollars for the first time, reaching 11.32 billion US dollars, a year-on-year increase of 33.6%; The domestic market size reached 4.66 billion US dollars, a year-on-year increase of 37.9%, with a growth rate higher than the global level.

In the following years, the global MOSFET market will continue to grow. In 2019, the global MOSFET device market demand reached 8.42 billion US dollars. Due to the impact of the epidemic, the market size is expected to decline to 7.388 billion US dollars in 2020. However, it is expected that the global MOSFET device market will continue to maintain stable growth in the future, and the market size is expected to recover to 7.702 billion US dollars in 2024.With the sustained rapid growth of the domestic MOSFET market, the proportion of the Chinese market in the global market will also continue to increase, from 41.2% in 2021 to 43.3% in 2026. The localization rate has also rapidly increased, with a localization rate of 30.5% in the domestic MOSFET market in 2021, and it is expected to reach 64.5% by 2028. In terms of product structure, the localization rates of planar MOSFETs and trench MOSFETs are higher than those of super junction MOSFETs. It is expected that by 2026, the localization rates of planar MOSFETs, trench MOSFETs, and super junction MOSFETs will reach 68.7%, 66.6%, and 47.9%, respectively.

03

Overview of the Industrial Chain

The MOSFET industry chain mainly includes links such as raw material supply, production and manufacturing, packaging and testing, sales and application. Among them, the raw material supply process involves the production and supply of key materials such as silicon materials, metal oxides, and dopants, while the production and manufacturing process covers the design, manufacturing, and testing of MOSFET chips; The packaging and testing process involves packaging MOSFET chips into finished products and conducting performance tests;The sales and application process involves applying MOSFET products to fields such as automotive electronics，communications，and industrial electronics.

04

Development Status of MOSFET Industry Chain

▲ Raw material supply:：With the continuous expansion of the MOSFET market, the raw material supply chain is showing a trend of diversification and specialization. Silicon material, as the main raw material for MOSFETs, has stable supply and low cost, providing strong support for the development of the MOSFET industry. At the same time, the production technology of key materials such as metal oxides and dopants are constantly advancing, potential improvements in MOSFET chip performance.

▲ Production and manufacturing:At present, global MOSFET production and manufacturing are mainly concentrated in Asia, especially in countries and regions such as China and South Korea.MOSFET manufacturing companies in these regions continue to drive the development of the MOSFET industry with their technological and cost advantages.At the same time, with the continuous application of technologies such as intelligent manufacturing and the Internet of Things, the MOSFET production and manufacturing process is transforming towards digitization and intelligence.  

▲ Packaging test：The packaging and testing process is an indispensable part of the MOSFET industry chain. With the continuous improvement of MOSFET chip performance, the requirements for packaging and testing technology are also increasing. At present, domestic and foreign packaging and testing enterprises are continuously strengthening technology research and innovation to meet the diversified needs of MOSFET products.

▲  Sales and Application：With the rapid development of fields such as automotive electronics, communication, and industrial electronics, the market demand for MOSFET products continues to grow.Domestic and foreign MOSFET companies are increasing their market expansion efforts, improving product competitiveness through technological innovation, quality improvement, and other means. Meanwhile, with the rise of emerging fields such as new energy vehicles and the Internet of Things, the application areas of MOSFET products are also constantly expanding.

05

The Development Trend of MOSFET

1.Technological innovation： With the continuous development of semiconductor technology, the performance of MOSFET chips will continue to improve, while manufacturing costs will also continue to decrease. In the future, the MOSFET industry chain will pay more attention to technological innovation and R&D investment to promote the sustainable development of the industry,

2. Intelligent manufacturing： Intelligent manufacturing will be an important development direction for the MOSFET industry chain in the future. By incorporating advanced technologies such as the IoT and big data, the digital and intelligent transformation of MOSFET production and manufacturing can be achieved, improving production efficiency and product quality

3. Green environmental protection： With the continuous improvement of global environmental awareness, green environmental protection will become an important development direction of the MOSFET industry chain. MOSFET companies will pay more attention to environmental protection and sustainable development, promoting the green transformation of the industry chain.