The China power semi market is relatively unscathed by the US – China trade war because of robust local demand from the EV and industrial control sectors and its value has been helped by price increase in IGBTs, MOSFETs and other products.
China’s policy of replacing foreign products with domestic ones has contributed to good performances from local suppliers like BYD Microelectronics which has 20% market share in the China power semi market.
MOSFET suppliers Sino-Microelectronics and Yangjie Technology enjoyed a large increase in revenue.
Among the IGBT vendors, Silan Microelectronics is constructing a 12-inch IGBT production line in Xiamen, China Resources Microelectronics is constructing a 12-inch IGBT production line in Chongqing and GTA Semiconductor is developing professional, automotive-grade IGBT production lines.
Several suppliers are also developing SiC and other new areas in materials technology, with BASiC Semiconductor already having mass produced and made available SiC MOSFETs.
The foundry, Sanan Optoelectronics, has also opened up its SiC production lines for orders; BYD Microelectronics has developed SiC MOSFETs, and will work towards a complete replacement of silicon-based IGBT with SiC MOSFETs by 2023.
EVs, ADAS and 5G infrastructure equipment is are seen as the main growth drivers.