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功率半导体行业专题报告：行至功率周期底部，静待下游复苏云起-华鑫证券

MOSFET和IGBT为功率半导体市场增长主动力，第三代半导体成功率发展新方向功率半导体是电子装置电能转换与电路控制的核心，在电子电路中有广泛的应用。从细分市场来看，二极管长期市场规模比较稳定；BJT市场空间正逐步被MOSFET取代；MOSFET行业市场规模保持稳定扩张；在新能源汽车、风光储市场带动下，IGBT市场呈现结构性快速增长态势。随着技术迭代，第三代半导体也逐步进入功率半导体发展的主战场

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