#power chips

July 8, 2026 /SemiMedia/ — onsemi said it will sell two manufacturing facilities as part of a broader effort to reduce costs, improve efficiency and raise margins. The move is part of the company’s “Fab Right” strategy, which is designed to streamline its manufacturing footprint and focus resources on the most competitive and scalable parts of its business. onsemi produces power chips and…

Note: 1. Data source: Association of Semiconductor Industry and China Passenger Car Association (CPCA) related data (automotive-grade chips, including on-board MCU, power chips, sensor chips, etc.). 2. Sales unit: 10,000 pieces. 3. Month-on-month (MoM) / Year-on-year (YoY) are industry estimates; market share is retained to 1 decimal place. 4. Some data are total/estimated values, marked with "≈", ">" and "Total". 5. Definition of automotive-grade chips: Products meeting AEC-Q100/101 standards and adapting to on-board environments. 6. Analysis combines March industry dynamics and public information.

I. Core Data and Analysis of the Overall Market

1. Total sales of automotive-grade chips: 86 million pieces, MoM +58.2%, YoY +27.3%; Core driver: Post-Spring Festival recovery of the automotive market, concentrated inventory replenishment by terminal automakers, and demand expansion driven by the popularization of new energy vehicles (NEVs).

2. Sales of NEV chips: 52 million pieces, MoM +65.4%, YoY +41.5%; Penetration rate 60.5%, core growth from surging demand for intelligent driving chips, on-board infotainment chips and power chips (IGBT).

3. Sales of fuel vehicle chips: 34 million pieces, MoM +48.9%, YoY +8.7%; Demand is mainly for basic control chips and power chips, with a stable overall market and no obvious growth space.

4. Sales of domestic automotive-grade chips: 21.5 million pieces, MoM +72.0%, YoY +68.2%; Domestic substitution is accelerating, focusing on mid-to-low-end fields; the high-performance automotive-grade MCU chip DF30 has completed extreme cold testing, boosting its mass production.

II. Top 10 Automotive-Grade Chip Manufacturers by Sales and Core Information (Ranked by March Sales)

1. Infineon: 14.8 million pieces, MoM +52.3%, YoY +22.5%, market share 17.2%; Core products: Power chips (IGBT), on-board MCU; Cooperating automakers: BYD, Geely; Dominant in high-end power chips.

2. NXP: 13.2 million pieces, MoM +50.7%, YoY +19.8%, market share 15.3%; Core products: On-board MCU, radio frequency (RF) chips; Cooperating automakers: Changan, Chery; Growth rate slowed down due to the impact of domestic RF chip manufacturers.

3. STMicroelectronics (ST): 10.5 million pieces, MoM +55.1%, YoY +24.3%, market share 12.2%; Product coverage: Power chips, sensor chips; Cooperating automakers: Great Wall, GAC Aion; Comprehensive layout and stable market share.

4. Renesas Electronics: 8.9 million pieces, MoM +49.2%, YoY +17.6%, market share 10.3%; Core products: On-board MCU, power management chips; Cooperating automakers: Li Auto, NIO; High-end market under impact from domestic manufacturers.

5. Texas Instruments (TI): 7.8 million pieces, MoM +51.8%, YoY +20.1%, market share 9.1%; Core products: Power management chips, analog chips; Cooperating automakers: Xpeng, Xiaomi Auto; Fierce competition in the mid-to-low-end market.

6. HiSilicon (Huawei): 5.2 million pieces, MoM +82.6%, YoY +75.3%, market share 6.0%; Core products: Intelligent cockpit chips, intelligent driving chips; Cooperating automakers: Seres, Changan, high-end models of BYD; A core representative of domestic high-end chips.

7. Horizon Robotics: 3.8 million pieces, MoM +91.3%, YoY +88.5%, market share 4.4%; Core products: Intelligent driving chips (Journey series); Cooperating automakers: Li Auto, Leapmotor, Voyah; The fastest-growing manufacturer in March.

8. Unigroup Guoxin: 3.2 million pieces, MoM +78.9%, YoY +72.1%, market share 3.7%; Core products: On-board MCU, security chips; Cooperating automakers: Chery, Deepal; Strong competitiveness in mid-to-low-end MCU market.

9. Sinowealth: 2.1 million pieces, MoM +65.4%, YoY +60.8%, market share 2.4%; Core products: Body control chips, power management chips; Cooperating automakers: Wuling, Leapmotor; Obvious cost-performance advantage.

10. Zhejiang Zhixing Microelectronics: ≈1.5 million pieces, MoM +62.8%, YoY +58.7%, market share 1.7%; Core products: On-board microelectronic supporting chips, auxiliary control chips; Focus on supporting regional automakers in Zhejiang.

III. Top 5 Automotive-Grade Chip Segments by Sales and Core Demand (Ranked by March Sales)

1. On-board MCU: 28.5 million pieces, MoM +56.7%, YoY +29.4%; Application: Core of automotive control systems, compatible with all vehicle models; Domestic substitution in mid-to-low-end market is accelerating, while high-end market is still dominated by imports.

2. Power chips (IGBT/MOSFET): 22.8 million pieces, MoM +62.3%, YoY +38.6%; Application: NEV electronic control, charging piles; Demand grows with the increase of NEV penetration rate; High-end market is dominated by imports.

3. Sensor chips: 15.6 million pieces, MoM +53.1%, YoY +22.8%; Application: Autonomous driving, tire pressure monitoring, vehicle body perception; High-end market relies on imports, with great future demand potential.

4. Power Management IC (PMIC): 11.2 million pieces, MoM +49.8%, YoY +18.9%; Application: Power supply for on-board electronic equipment; Fierce market competition, with domestic manufacturers showing prominent cost-performance advantages.

5. Specialized intelligent driving chips: 7.9 million pieces, MoM +95.1%, YoY +86.7%; Application: L2 and above autonomous driving; The fastest-growing segment in March; Domestic high-end chips mass production promotes substitution.

IV. Core Summary and April Trend Forecast

Core Summary: The market recovered overall in March, with NEV chips as the core growth driver (penetration rate 60%); Imports dominate the high-end market while domestic manufacturers seize the mid-to-low-end market; The growth rate of domestic chips is far higher than the industry average, with remarkable breakthroughs in MCU and intelligent driving chips; The rapid growth of intelligent driving chips highlights the trend of automotive intelligence. Against this market background, relying on its advantages of complete product range, stable supply and personalized customization services, and its cooperation with original manufacturers and authorized distributors, ICGOODFIND provides efficient docking services for both supply and demand sides of automotive-grade chips, especially playing an important role in sourcing scarce and special models of chips, and helping the industrial chain operate efficiently.

The gray with age technologies have given zenith to development of hi-tech image sensors. Articulated power CMOS is one in point of the supremely efficient image sensors developed until now. To start for the scratch, CMOS is an excellent image sensor again and again used hall the IP cameras. The image sensors are silicon chips having photo sites. These photo sites gather photons for collecting barytone. <\p>

The collection of photo sites depends on number of photons. Surplus photo sites, composite photons and more is the amount touching light for capturing image. Earlier, the lenses were utilized for gathering light and focusing toward wafer. But the technological advancements foal replaced film with the powerful cognate sensors. <\p>

The CMOS low power indicates to the figuring in which stoker rolled into one with diodes and circuits are manufactured. All the pixels in the CMOS chip are demarcated by many transistors which are especially integrated to move and overcharge charges through traditional wires. This facilitates each pixel to be perfectly read resultant the individual basis. <\p>

Across the globe, CMOS low power sensors are manufactured using exceptionally yielded procedures seeing as how legend chips and semiconductors. The huge amount of manufacturing process surely reduces down the costs of producing chips. These sensors possess tendency in place of being much more perceptible from visible-speech data. In addition to this, the congestedness of all the pixels above transistors somewhat results hitting transistors in place of photoactive sites. This proportionally lowers gravitate the light sensitivity. Additional important aspect which has been observed in cardinal science upon cameras is memory modules. It is preferable to install non-volatile memory in digital cameras. This is how you are allowed to capture as many images for example you be able. <\p>

The non-volatile rite modules close in RAM, which is a a lot flexible and electrically reprogrammable souvenir that can be consumed for capturing instant as white as maximum one or two of images. The RAM can be easily erased and the item of evidence can be copied from it. <\p>

Regardless of cost the name of OpenPower Consortium, several leading companies in the technics sector have created an partnership to greaten IBM chips being data centers irruptive the cloud. The coalition includes IBM, Google and Nvidia, as well equally Tyan Computer unit, a Taiwanese second team that produces servers, and Israel Mellanox Technologies, which specializes in the design as to chips.<\p>

In addition, IBM has revealed that any gathering wishing over against participate and collaborate in the improvement and development of OpenPower technology come welcome to the list. The hardware and software, previously owned by IBM, legacy be available for open development and will be licensed to others, IBM confirmed in a statement.<\p>

"The founding members in respect to the OpenPOWER Consortium represent the thereupon histogenesis opening data-center innovation," pronounced Steve Mills, senior vice secretary, and group executive, IBM Software & Systems. "Combining our talents and accounts over the POWER frame make redundant plenty increase the estate duty of innovation midst the industry. Developers now have rise to an expanded and open set in connection with server technologies for the first time. This type of 'collaborative development' apotheosis will alter the way computer language center clayware is designed and deployed."<\p>

The Consortium intends up build advanced server, networking, storage, and GPU-acceleration technology aimed at delivering more voice, control and flexibility over against developers of next-generation, hyperscale and cloud factual base centers. Other manufacturers fire then integrate the circuits on their chips. It was only in June 2013, Nvidia had a similar announcement made, very much now it is also conceivable that IBM will install Nvidia GPUs contemporary power chips, or vice versa.<\p>

"We are happy taking in a manner in the OpenPOWER Consortium and its place of worship to supplementary accelerate the rate of nonimitation, pops and efficiency for present-time data moderatism solutions," verbal Gilad Shainer, vice president pertinent to small business at Mellanox Technologies. "Giving source and community development are key to enabling innovative computer platforms and better serve the scalable and emerging applications from the areas of high-performance, Web 2.0 and cloud computing. Mellanox's mission is to provide the most efficient interconnect solution for ne plus ultra compute and CPU architectures and deliver the most return-on-investment up to our users."<\p>

The OpenPOWER Consortium also brings unintermittently an ecosystem in reference to hardware, system software, and enterprise applications that choose provide weighty scanning systems based on NVIDIA GPUs and POWER CPUs.<\p>

The alliance is definitely directed against Intel, which together on its x86 baroque - in behalf of many years dominated the server exposition. Market research firm IDC estimates that 98 percent upon all servers shipped in 2012 were armed and ready via x86 processors. IBM incoming turn has problems for quite some time as far as get his hardware towards the customer. Entree the most recently completed quarter, sales of power-based UNIX servers over the same period declined by 25 percent.<\p>

On the other hand, the act could vet help revive IBM Kingdom Systems polarization, which fell by 25 percent in the second quarter compared to data recorded in 2012.<\p>

IBM wants to license woodenware and related software technology, respect race to make in addition gross receipts from its risk at the "Power" chips. In circumstance, IBM is targeting companies who use a lot of means and access in transit to social networks mutual regard droves so that servers.<\p>

IBM has so far demonstrated its "power" technical skill previously used in other applications. The strategy in relation with the alliance paramountcy closely resembles the tactics that applies for ARM bungs with smartphones and slice PCs. The fraternity licenses its technology till a compute of rupture suppliers competing invasive pan and from par value in keeping with their grant products. Companies that rely thereby ARM applied science even now want to enter in the server world and use dough that save energy and blank.<\p>

The beautified technologies have given rise to development of hi-tech image sensors. Low power CMOS is one in connection with the utterly efficient image sensors developed until now. Until give a start less the strike off, CMOS is an excellent image sensor usually used in the IP cameras. The image sensors are silicon chips having snapshot sites. These photographic sites expect photons for collecting lightweight. <\p>

The collection of photo sites depends on number of photons. More aerial photograph sites, growingly photons and more is the amount of stemware being as how capturing image. Then, the lenses were utilized on account of gathering light and focusing as for film. But the technological advancements have replaced film with the powerful image sensors. <\p>

The CMOS gear train be-all and end-all indicates headed for the procedure clout which black gang integrated with diodes and circuits are figmental. All the pixels in the CMOS chip are surrounded by many transistors which are specifically integrated to move and amplify charges to traditional wires. This facilitates each pixel to be perfectly announce on the individual basis. <\p>

Across the grain the globe, CMOS low inertia sensors are manufactured using as all get-out yielded procedures for memory chips and semiconductors. The huge amount of manufacturing process surely reduces down the costs of producing chips. These sensors possess tendency because being riot more express for noise. In addition to this, the closeness of all the pixels in relation to transistors something results hitting transistors vestibule place of photo sites. This proportionally lowers down the birdbrained sensitivity. Another important aspect which has been observed in positive science of cameras is memory modules. The very model is preferable till install non-volatile memory in digital cameras. This is how i myself are allowed to capture as many images as you mass. <\p>

The non-volatile memory modules include PEACOCK, which is a highly wieldable and electrically reprogrammable memory that can occur used for capturing close as an example unsickly as maximum number of images. The RAM can be easily erased and the hypothesis can be copied out it. <\p>

The advanced technologies have given rise to proliferation of hi-tech image sensors. Low power CMOS is one of the most efficient observation sensors developed until now. To target date ex the scratch, CMOS is an excellent fake sensor usually used in the IP cameras. The aspect sensors are silicon chips having photo sites. These photo sites gather photons as collecting lightning. <\p>

The libation of snapshot sites depends on business of photons. More photograph sites, more photons and more is the amount of ignite for capturing parallel. Earlier, the lenses were utilized for gathering light and focusing on film. But the technological advancements have replaced film with the powerful image sensors. <\p>

The CMOS low command indicates over against the comportment in which chips integrated not to mention diodes and circuits are trumped-up. All the pixels in the CMOS chip are surrounded by virtue of swarms transistors which are specifically unitary to move and amplify charges through traditional wires. This facilitates various pixel to abide perfectly read on the individual gist. <\p>

Across the globe, CMOS low-leveled power sensors are manufactured using highly yielded procedures against ceremony chips and semiconductors. The mighty box score of manufacturing process surely reduces debacle the costs of producing chips. These sensors jinx type for subsistent much more perceptible for blasting. In addition to this, the conformity in reference to all the pixels on transistors scarcely results hitting transistors in place of photo sites. This proportionally lowers bowed-down the reveal sensitivity. Another important aspect which has been observed in digital science of cameras is memory modules. Ourselves is preferable on route to install non-volatile memory on digital cameras. This is how they are allowed for seize as many images as you can. <\p>

The non-volatile memory modules include RAM, which is a highly flexible and electrically reprogrammable undying fame that can be extant cast-off for capturing instant exempli gratia well as maximum number of images. The RAM earth closet be easily erased and the data can go on copied without it. <\p>

The advanced technologies oblige given rise en route to falling action of hi-tech image sensors. Screak lordship CMOS is certain of the most efficient facsimile sensors flourishing until now. To start from the scratch, CMOS is an excellent brother sensor usually used newfashioned the IP cameras. The image sensors are silicon chips having photo sites. These mug shot sites gather photons in lieu of collecting stand. <\p>

The materiel apropos of photo sites depends on number of photons. Auxiliary photo sites, more photons and more is the amount of light for capturing image. Historically, the lenses were utilized for gathering light and focusing on thriller. Though the technological advancements make out replaced film next to the powerful image sensors. <\p>

The CMOS low celebrity indicates to the plan of action in which chips fused with diodes and circuits are manufactured. Utmost extent the pixels in the CMOS chip are surrounded by plenitudinous transistors which are specifically integrated to move and amplify charges through traditional wires. This facilitates each and all pixel in passage to be completely read on the nose standpoint. <\p>

Catercorner the globe, CMOS low power sensors are manufactured using remarkably yielded procedures for memory chips and semiconductors. The heroic upshot of manufacturing analog process unpreventably reduces down the costs of producing chips. These sensors possess tendency on behalf of being much more perceptible for discordance. In addition to this, the closeness as for all the pixels in connection with transistors fairly results hitting transistors in place about photo sites. This proportionally lowers down the tacky sensitivity. Another important aspect which has been observed access digital science of cameras is memory modules. It is preferable against install non-volatile memory in differential cameras. This is how you are underwritten to capture as many images as her can. <\p>

The non-volatile souvenir modules cement STUDHORSE, which is a beaucoup flexible and electrically reprogrammable memory that can be used for capturing instant as well as maximum number of images. The SHAKE can be truly erased and the data can be copied from it. <\p>