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The semiconductor boom is blowing cold winds, but the split diode market is a breezy warm winter. According to the IC channel marketer's market report, the price of the separated diodes of the international IDM manufacturers continued to rise in the 2019* season, and the delivery period was extended to 16 to 40 weeks. *Long and even 52 weeks, representing at least Out of stock within six months is difficult to understand.

    The legal person is optimistic. In this wave of separated diode shortages, Taiwan and the United States (5425), Qiangmao (2481), Dunnan (5305) and other related manufacturers will be expected to benefit from this, and the price increase is much higher.

    According to Fuchang Electronics, international IDM manufacturers including NXP, ON Semiconductor, Vishay and STM are all in full swing, not only the price of split diodes is bullish, but also includes BridgeRectifier and Schottky diodes. (SchottkyDiode), transient voltage suppression (TVS), rectifier (Rectifier), switching diode (SwitchingDiode) and other products have been extended to 16 to 40 weeks, * long and even 52 weeks, the price also rose.

    The supply chain believes that the current demand for electric vehicles and automotive electronics has risen sharply. For example, the Advanced Driver Assistance System (ADAS) integrates blind spot detection (BSM), lane departure warning (LDWS) and parking assist devices. In the past several times, and electric vehicles are driven by batteries, the installed capacity of electronic devices is much larger than that of automobiles. Therefore, the demand for diodes is more. Under the current increase in diode capacity, there will naturally be a shortage of price increases.

    In fact, the separate diodes have been out of stock in 2018, which has led to significant growth in the performance of large-scale manufacturers such as Taiwan Semiconductors, Dunnan and Qiangmao. Among them, Taiwan's combined revenue in 2018 reached 9.611 billion yuan, rewriting a record high; Dunnan's annual consolidated revenue was 12.105 billion yuan, a record high. The legal person is optimistic, Dunnan, Taiwan and the after-tax net profit have the opportunity to pay a high level of performance.

    For the operational performance of Taipan, Dunnan and Qiang Mao in 2019, the legal person believes that as the electric vehicle and vehicle electronics market continues to grow substantially, the amount of diodes will only continue to grow, and the current Sino-US trade war deadlock, China The mainland system factory has the opportunity to transfer orders to the Taiwanese diode factory, as well as the three factors of rising prices and shortages. The optimistic performance of the diode manufacturers such as Taichung, Dunnan, Qiangmao and Dewei will be expected to come again in 2019. New wave of peaks