In 2019, after the price surge of components last year subsided and even the price began to fall, it also ushered in a wave of diode price increases...

Since 2018, the price hike of semiconductors has been rising from silicon wafers, passive components, MOSFETs to resistors, aluminum electrolytic capacitors, and now diodes continue to rise in price, and the price increase far exceeds expectations. In 2019, after the price surge of components last year subsided and even the price began to fall, it also ushered in a wave of diode price increases...

According to media reports, the price of split diodes of international IDM manufacturers continued to rise in the first quarter of 2019. Among the wave of separated diodes out of stock, Taibu, Qiangmao, Dunnan and other related manufacturers will be expected to benefit.

According to the survey, manufacturers such as ON Semiconductor and Vishay are almost all rising.

In addition to the quotation of separate diodes, the delivery of bridge rectifiers, Schottky diodes, transient voltage suppression, rectifiers, switching diodes, etc. has been extended to 16-40 weeks, the longest even 52 weeks, the quotation is also synchronized rise.

At present, the demand for new energy electric vehicles and vehicle electronics in the market has risen sharply. For example, the advanced driver assistance system integrates blind spot detection, lane departure warning and parking assistance, and the number of diodes is several times higher than in the past.

As the market for electric vehicles and automotive electronics continues to grow substantially, the amount of diodes will only continue to grow. In addition, electric vehicles are driven by batteries, and the installed capacity of electronic devices is much larger than that of automobiles, and the demand for diodes is more. Therefore, the current shortage of diodes will not increase significantly, and there will be a wave of out-of-stock prices.

The industry believes that the current battery drive of electric vehicles, the installation of electronic devices is much larger than fuel vehicles, but also significantly increase the demand for diodes. Under the current situation that the diode capacity has not increased significantly, the phenomenon of out-of-stock price increase is expected to continue.

On the other hand, the current stalemate in the Sino-US trade war is unresolved. The mainland China system factory has the opportunity to transfer orders to the diode factory in Taiwan, as well as the three factors of rising prices and stock shortages. The performance of major diode manufacturers in 2019 may be Welcome a new wave of peaks.

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