Taiwan-centered leadframe makers Jih Lin Technology and Shuen Der Market (SDI) have found distinct purchase visibility as a result of the conclusion of 2023, buoyed by powerful desire for automotive energy modules from IDMs, in accordance to industry sources.
IDMs including Infineon, NXP Semiconductors and STMicroelectronics have outsourced more of their generation for automotive MCUs to foundries and backend houses. As for automotive electrical power modules, individuals IDMs outsource only the backend section to OSATs like ASE Know-how, the resources mentioned.
Jih Lin and SDI have slice into the supply chain of the world’s big automotive IC IDMs by offering packaging leadframes for their personalized electricity modules, the sources indicated.
Jih Lin has loved powerful leadframe desire for automotive electric power units, with get visibility prolonged to stop-2023, explained enterprise chairman SY Tsai on the sideline of a June 21 shareholders assembly. Jih Lin supplies personalized leadframes for processing silicon-primarily based IGBT modules or SiC power modules by significant IDMs.
Jih Lin is reportedly engaged in the supply chain for hybrid SiC-IGBT power modules adopted in Tesla’s EVs.
In addition, Jih Lin and SDI are envisioned to write-up spectacular revenue boosts in 2022, in accordance to marketplace sources. Both of those leadframe suppliers managed to elevate their prices in the first 50 % of this yr.