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15:50 – 16:10

An OSAT Perspective of the Power Semiconductor Market OSAT对电力半导体市场的视角

Amkor 安靠

When talking about the power semiconductor market, most outsiders would describe it with words like “mature”, “stable” and “simple” compared to the mobile and digital semiconductor markets. One look from the inside will tell you this is not true. With the continued adoption of Wide Band Gap (WBG) materials along with the market forces driving electrification and renewable energy, you will see that power is anything other than “simple”.
Power semiconductors are becoming increasingly important in the overall semiconductor supply chain and innovations need to keep pace with the need for clean, efficient, and higher power delivery. Although innovations in power generally follow the smaller/better/faster/cheaper engine that continues to drive the semiconductor industry, some interesting dynamics are depending on the application and target market. The traditional market wants to standardize, and the new applications value optimization. These competing forces can create havoc from a supply chain standpoint, and as the power semiconductor market trends towards increasing complexity, then manufacturing strategies will need to adapt. From an OSAT perspective, this presents both a challenge and an opportunity.
This presentation will discuss three key areas of the market from an OSAT perspective and look at lessons learned from past events in our industry to give us some insight into what the supply chain might look like as both WBG devices and power foundry services continue to grow with demand from automotive, industrial, compute and commercial applications.
在谈到电力半导体市场时，大多数外部人士会用“成熟”、“稳定”和“简单”这些词来形容，与移动和数字半导体市场相比。然而，从内部来看，这种描述并不准确。随着宽禁带（WBG）材料的持续采用以及推动电气化和可再生能源的市场力量，你会发现电力半导体远非“简单”。
电力半导体在整个半导体供应链中变得越来越重要，创新需要跟上清洁、高效和更高功率传输的需求。尽管电力半导体的创新通常遵循更小/更好/更快/更便宜的引擎，这种引擎继续推动半导体行业的发展，但根据应用和目标市场的不同，一些有趣的动态也会出现。传统市场希望标准化，而新应用则重视优化。这些相互竞争的力量可能会从供应链角度造成混乱，随着电力半导体市场趋势变得越来越复杂，制造策略也需要适应。从OSAT（外包半导体组装和测试）角度来看，这既是一个挑战，也是一种机遇。
本次演讲将从OSAT的角度讨论市场的三个关键领域，并通过回顾我们行业中的过往事件，提供一些见解，以预测当WBG器件和电力代工服务随着汽车、工业、计算和商业应用的需求不断增长时，供应链可能会是什么样子。
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Troy Lin

Director, Product Marketing

Amkor Technology, Inc.

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