Market output is insufficient, supply exceeds demand, giants accelerate to enter IGBT Market

category:Finance
 Market output is insufficient, supply exceeds demand, giants accelerate to enter IGBT Market


Shengang Securities pointed out that although many domestic manufacturers have joined the IGBT product layout, the domestic IGBT market still has a low output, which is in short supply compared with the huge domestic demand. In 2018, the domestic output of IGBT was 11.15 million, an increase of 2.95 million compared with 8.2 million in 2017, with a year-on-year increase of 36%. However, in 2018, the domestic demand for IGBT products reached 78.98 million, and the gap between supply and demand reached 67.83 million, resulting in a serious shortage of domestic production. Chip giant Huahong semiconductor announced that the company will make full efforts to cooperate with IGBT product customers to build IGBT ecological chain. At present, the companys OEM IGBT chip has market competitiveness, and has accelerated the introduction of new energy vehicles, wind power generation, white smart home appliances and other markets, further enriching the IGBT product line and seeking new business growth points for the company. At present, new energy sources, such as IGBT and smart power generation, need to break through in the field of new energy, smart power generation and so on. Shengang securities suggests paying attention to the investment opportunities of leading enterprises in various sub sectors, such as Wentai technology, China Resources Microelectronics, BYD microelectronics, etc. Recommended portfolio: ceton, Wentai technology, China Resources micro, Sanan optoelectronics, Zhaoyi innovation 20% each. Source: Science and technology innovation board daily editor: Yang Bin_ NF4368

Chip giant Huahong semiconductor announced that the company will make full efforts to cooperate with IGBT product customers to build IGBT ecological chain. At present, the companys OEM IGBT chip has market competitiveness, and has accelerated the introduction of new energy vehicles, wind power generation, white smart home appliances and other markets, further enriching the IGBT product line and seeking new business growth points for the company.