MOSFET industry: China race to enlarge their market shares

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“Silicon MOSFETs are key components in a very wide range of low and mid-power applications”,asserts Ana Villamor, PhD. Technology & Market Analyst, Power Electronics & Compound Semiconductors at Yole Développement (Yole).“In 2020, the silicon MOSFET market was worth US$7.5 billion. At Yole, we expect a 3.8% CAGR from 2020-2026, with most revenue coming from consumer and automotive markets.”

In general, 2021 has been an impressive year for MOSFETs with a huge recovery from COVID-19 thanks to the high demand for computing and consumer electronics.

Today the consumer market contributes 37% of silicon MOSFET revenues, making it the largest sector. Yole’s analysts are expecting this to fall in coming years due to lower end system demand after COVID-19 lockdowns, which have been very good for computing and consumer electronics, resulting in a US$2.8 billion market by 2020.

Automotive, including EV, will boost the demand for silicon power MOSFETs due to increasing adoption of auxiliary systems and electrification. Auxiliary motor drives boost low voltage MOSFETs, while electrification boosts high voltage MOSFETs that are included in DC/DC converter or on-board charger systems. The two segments together are today 21% of the MOSFET market. They will increase to 32% by 2026.

“Indeed, new environmental regulations targeting carbon neutrality by 2050 by some governments play in favor of faster vehicle electrification”, explains Amine Allouche, Technology & Cost Analyst at System Plus Consulting“And power electronics is a key technology for this transition. Silicon MOSFETs benefit from mature infrastructure and processes. Meanwhile, new device generations are coming to the market. In addition to performance improvements, silicon MOSFET die costs will be further reduced thanks to a 12-inch silicon wafer transition that will make their cost increasingly competitive.”

And of course, MOSFETs play an important role in many any other applications… Full story


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