The supply and demand of automotive IGBTs are tight, and the delivery time of major IDM manufacturers has been extended to 50 weeks

Automobiles have become the new darling of consumer electronics components. According to supply chain sources, many IDM manufacturers have placed orders for automotive IGBTs until next year. Domestically, many IGBT companies said that most of the existing new production lines are in the ramp-up period of production capacity. At present, there are sufficient orders in hand, and there is a common problem of order backlog. The existing production capacity has been sold out, the delivery pressure is high, and there are many orders in hand until next year.

In terms of major foreign manufacturers, ON Semiconductor stated as early as May that the order for automotive IGBTs is full and will no longer accept orders, and the production capacity in 2022-2023 has been sold out. At present, the delivery time of major foreign manufacturers is generally around 50 weeks. According to Future Electronics' Q4 market report, in terms of IGBT, Infineon's delivery period is 39-50 weeks, IXYS's delivery period is 50-54 weeks, Microsemi's delivery period is 42-52 weeks, and STMicroelectronics' delivery period is 42-52 weeks. The period is 47-52 weeks.

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