Power management semiconductor industry great hope in China
                                                                          Release time ：2009-03-25

   In the analysis of China power management before the semiconductor market, let's look at the global situation. ISuppli think, foreground is light in 2009 and is expected to power management market than 2008 growth of about 6% growth, higher than in 2008. Switching voltage regulators and low voltage power MOSFET will fast growth over the next five years, but the most strong iSuppli company forecast growth will be in data processing field, expected the field of composite years rate will reach 10 percent. In the future five years will push power management increasing market will include laptops (compound annual growth 18.44%), LCD/plasma (PDP) television (compound annual growth 19.8%), automobile safety and control (compound annual growth 13.3%) and mobile infrastructure equipment and household appliances (9.5%) growth.

Although always higher than the global development speed, China power management experience in semiconductor market after years of rapid growth, are constantly slow pace, especially in the last year by a financial tsunami affected later. But, as the national policy stimulus pull the machine equipment manufacturing keep growing, the next two Chinese market demand integral will also continue to rapid growth, is expected to increase will and financial tsunami most raging flat even slightly higher in 2008. Below will be analyzing why.

According to China's ministry of industry and information in the data, 2009 electronic information industry will continue to remain stable situation, development and growth of 17 percent to 18 per cent or so, and the 2008 is flat and production value scale reach 7.4 trillion yuan. Which color TV production will grow 18%, computer rise 17%, communication equipment, communications terminal 10% increase 9% growth. No doubt, the machine of output growth means that semiconductor components to increased demand, especially for are widely used in all kinds of electronic equipments, power management semiconductors.

In today's global recession, China's electronic information, can remain so optimistic growth factors behind the push from China to a policy of the Chinese government and the factor, which further expanding domestic demand and promote economic growth, namely the 10 measures the "four trillion yuan rhyme" (to the end of the decade the central government will invest four trillion yuan, and the local government supporting funds will be more than 10 trillion yuan).

The four trillion yuan investment covers infrastructure construction, ecological environment construction, minsheng engineering, etc. Among them, I think the following some investment and industry trends and electronic information machine manufacture and power management semiconductor requirements are related, and special attention:

1. The huge investment in infrastructure, including power, railway, airport, urban metro system. The construction of high-speed railway requires modern network command system, modern high-speed locomotives, all these and electronic components especially high-power electric power electronics device such as IGBT inseparable, this also gives relevant suppliers to bring a broad market space.

2. The traffic of infrastructure will further promote the development of automotive electronic, energy conservation, emissions reduction and fuel tax reform will promote local automakers small-engine cars and hybrid information of r&d and manufacturing. These positive factors in the economic downturn will be partly offset by the influence of automotive electronics, and promote the related power components for MOSFET demand.

3.2008 new 100 billion yuan in the central investment, "on the ten major energy conservation project, a circular economy and in key river valleys industrial pollution treatment project" add 25 billion yuan in the central budget investment has already been completed in late November 2008 issued. To achieve these goals, the key is to effectively reduce the industrial production process those big current and high voltage application power consumption, such as ac motor control, inverter, relays, switch power, frequency converter, industrial gearing, locomotive and train, with power and heating system transmission device etc consumption of industrial automation applications. These are for efficient power management devices and emerging technology provides tremendous market opportunities.

4. In consumer electronics, industry and the ministry of information, ministry of finance, ministry of commerce push "appliances from 12 months to countryside" 1st expanded to 14 provinces and cities under separate state planning, already this year to February 1st national promotion.

5. China 3G licences had issued, the new round of telecommunications infrastructure investment boom has arrived. New unicom expected in 2009 and 2010 by 3G mobile business investment mainly of 100 billion yuan; China telecom future three years of CDMA investment amount up to 800 million yuan; Some experts predict, China mobile phase ii TD total investment is probably more than 300 arrangement billion yuan. The huge market will give power devices, especially in high-end power product brings tens of billions of yuan market space.

In conclusion, infrastructure spending increase, energy conservation project implementation, home appliance fields, 3G networks deployed projects factors can stimulate the portable applications power management IC present larger growth, growth will not below 2008.

Here are several products in China's development is especially striking:

· MOSFET. Widely used in motherboard, notebooks and computer class power adapter motherboard, ballast, LCD TV, automotive, industrial application and electric bicycle and other products, supplier competition less intense, in China the market development space is still wide.

· IGBT. To achieve in the eleventh five-year plan put forward "unit of gross domestic product than '15' energy consumption reduced 20%" final goal, needs a large number of application has significant new of energy-saving benefit of innovative products and technology. As a representative of the new power electronic devices, IGBT more and more get the attention of industry demand will fast growth.

· digital power products. At present, the digital power mainly used in AC - DC area, main application products include servers, 3G base station, routers, high-end industrial equipment and medical equipment, and other products, with China's telecom industry restructuring and the opportunity to create 3G deployment, believe in coming years has achieved great development.

· LDO and DC - DC voltage stabilizer. These two kinds of products are small and medium-sized firms by into prices down and demand growth is slowing effects, accounting for the entire power management semiconductor market share will continue to decline.

- PMU and battery management. By cell phone portable equipment manufacturing development slows significantly and inventory digestion course in China, the market is expected to growth will slow the rate of growth of 2009 May be less than the level of 2008.