China Tech: Survey feedback on semiconductors
Report by Horizon Insights
The power semiconductor market is showing signs of recovery with Q2 seeing improved sentiment and Q3 potentially marking the bottom. MOS demand is rebounding for domestic manufacturers, while overseas firms are seeing eased inventory pressures. The rebound in consumer electronics is expected to benefit the likes of Yangjie Technology and JieJie Microelectronics. In the IGBT sector, as overseas inventory clears, new energy vehicle customers may increase adoption of domestic alternatives. Companies such as StarPower Semiconductor, CRRC Times Electric and Silan Microelectronics are well positioned to gain market share.