China's power MOSFET market 2010 strong growth but expected to slow this year
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According to IHS, a market research company, iSuppli power MOSFETs from major suppliers such as Infineon, ST and Fairchild Semiconductor may be rationed to the Chinese market and the delivery time may be lengthened after sales increased by more than 50% in 2010 and production is tight.
In 2010, China's power MOSFET market is expected to grow by 53%, from $1.6 billion in 2009 to $2.4 billion.
"IHS iSuppli research shows that the supply shortage and long delivery time will continue for the rest of 2010 due to the new capacity of suppliers to be put into production," said Alex Liu, analyst of HIS's China research department. "In addition, some types of MOSFET are expected to remain tight and continue for a long time in 2011."
In 2009, the power MOSFET market revenue mainly came from three areas: data processing accounted for 41%, consumer electronics accounted for 25%, and communications accounted for 23%.
As the Chinese government continues to provide support and operators invest in building new communication networks, the communications industry will generate $0.617 billion in revenue for power MOSFETs in 2010, up from $0.365 billion in 2009, including both wired and wireless. In contrast, consumer electronics will generate $0.57 billion in operating income for power MOSFETs in 2010. The auto market is expected to generate $0.101 billion in revenue in 2010, a 64% increase over 2009. Due to the increase in the number of processors and other devices used in data processing and communication equipment, low-power applications have grown, so most of the operating income of power MOSFETs comes from low-power MOSFETs. IHS iSuppli research shows that low-power MOSFETs accounted for 51% of the total market in 2009 and will continue to account for the largest share in 2011.
Given the strong demand for power MOSFETs for most of 2010, sales growth will slow in the fourth quarter of 2010 and then bottom out in the first quarter of 2011. The rest of 2011 will return to a moderate growth rate. IHS iSuppli predicts that the compound annual growth rate of the overall MOSFET market from 2009 to 2014 will be 20%.