Affected by the epidemic, the manpower gap in the chip industry in Malaysia is as high as 15,000, and some chip manufacturers have to suspend new orders.

Malaysia is a global semiconductor powerhouse with many local semiconductor manufacturers. Infineon, ON Semiconductor, STMicroelectronics, NXP, Renesas and other power semiconductor IDM manufacturers have set up factories locally, mainly producing MOSFET (field effect transistor) and other power semiconductors product.

According to the data, power semiconductors are one of the most important sub-segments in the current semiconductor industry. They can be mainly divided into two categories: power devices and power ICs. They are the core of power conversion and circuit control in electronic devices, and play a control role in the circuit system. Conduction, voltage-frequency conversion, DC-AC conversion and other functions. Among them, MOSFET is the main power device product, which can be widely used in consumer electronics, industrial electronics, automotive electronics and other fields.

Since the beginning of this year, despite the weak demand in the consumer electronics market, automotive electronics has benefited from the development of new energy vehicles, and the market demand is strong, which makes the supply of power devices such as MOSFETs in short supply and the production capacity is tight.

The industry believes that the lack of labor in the Malaysian chip industry may lead to more tight production capacity of power devices such as MOSFETs. International manufacturers such as ON Semiconductor and Infineon may be unable to undertake new orders, and other manufacturers are expected to benefit.

The current MOSFET market Infineon, STMicroelectronics, and ON Semiconductor are in the first echelon; Chinese manufacturers started late and have a small market share, but they already have a certain brand influence, and there is huge room for domestic substitution. Representative companies include China Resources Micro, Silan Micro , New Clean Energy, etc.

At the same time, the third-generation semiconductor material SiC (silicon carbide) is also expected to bring new development opportunities to domestic manufacturers. Compared with silicon-based materials, SiC materials have the advantages of high pressure resistance, high temperature resistance, and high operating frequency, and have broad prospects in new energy vehicles and supporting charging piles, smart grids, rail transit and other fields. In the future, as the cost of SiC continues to decline and the application space continues to expand, it is expected to replace silicon-based high-power devices.

Taking MOSFETs as an example, silicon-based MOSFETs are widely used in the consumer electronics market. In the fields of new energy vehicles and photovoltaics, the market demand for SiC MOSFETs is heating up, and relevant domestic manufacturers have already deployed them.

China Resources Micro SiC MOSFET technology platform development and product research and development have achieved phased results. In 2021, the company will launch new 1200V SiC MOSFET products, which can be used in new energy vehicle OBCs, charging piles, industrial power supplies, photovoltaic inverters, wind power generation, etc. field.

Silan Micro SiC MOSFET automotive-grade devices have completed research and development. The company will build a 6-inch SiC mass production line, which is expected to be put into operation in the third quarter of this year.

The main business of Xinjie Energy is the R&D, design and sales of semiconductor chips and power devices such as MOSFETs and IGBTs. The company disclosed in January this year that SiC MOSFET and GaN HEMT products are in the stage of tape-out verification, and the overall progress is smooth.