Taiwan-centered leadframe makers Jih Lin Engineering and Shuen Der Industry (SDI) have seen apparent order visibility by means of the end of 2023, buoyed by solid demand from customers for automotive electric power modules from IDMs, in accordance to field sources.
IDMs which includes Infineon, NXP Semiconductors and STMicroelectronics have outsourced additional of their generation for automotive MCUs to foundries and backend residences. As for automotive energy modules, these IDMs outsource only the backend aspect to OSATs like ASE Technology, the resources reported.
Jih Lin and SDI have slash into the supply chain of the world’s big automotive IC IDMs by delivering packaging leadframes for their personalized ability modules, the sources indicated.
Jih Lin has savored robust leadframe desire for automotive energy gadgets, with get visibility prolonged to finish-2023, mentioned corporation chairman SY Tsai on the sideline of a June 21 shareholders assembly. Jih Lin materials custom-made leadframes for processing silicon-primarily based IGBT modules or SiC electrical power modules by significant IDMs.
Jih Lin is reportedly engaged in the offer chain for hybrid SiC-IGBT ability modules adopted in Tesla’s EVs.
In addition, Jih Lin and SDI are predicted to post amazing financial gain raises in 2022, in accordance to current market resources. Both equally leadframe suppliers managed to raise their estimates in the 1st 50 percent of this 12 months.