Power Integrations — 供應鏈與商業關係

“The following customers represented 10% or more of our net revenue for the respective years: ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Customer ​ ​ ​ 2025 ​ 2024 ​ 2023 Avnet 32 % ​ 30 % ​ 27 % Salcomp Group 11 % ​ * ​ ​ 10 % Honestar Technologies Co., Ltd. ​ * ​ ​ 11 % ​ 18 %”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Avnet 在 2025、2024 及 2023 年分別佔 Power Integrations 淨營收的 32%、30% 及 27%。（以原文為準）

“The following customers represented 10% or more of our net revenue for the respective years: ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Customer ​ ​ ​ 2025 ​ 2024 ​ 2023 Avnet 32 % ​ 30 % ​ 27 % Salcomp Group 11 % ​ * ​ ​ 10 % Honestar Technologies Co., Ltd. ​ * ​ ​ 11 % ​ 18 %”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Salcomp Group 在 2023 年和 2025 年分別佔 Power Integrations 淨營收的 10% 和 11%。（以原文為準）

“The following customers represented 10% or more of our net revenue for the respective years: ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Customer ​ ​ ​ 2025 ​ 2024 ​ 2023 Avnet 32 % ​ 30 % ​ 27 % Salcomp Group 11 % ​ * ​ ​ 10 % Honestar Technologies Co., Ltd. ​ * ​ ​ 11 % ​ 18 %”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Honestar Technologies 是 Power Integrations 的客戶，在 2023 及 2024 年度各佔其淨營收 18% 及 11%。（以原文為準）

“With two of our major suppliers, Seiko Epson Corporation (“Epson”) and ROHM Lapis Semiconductor Co., Ltd. (“Lapis”) we have wafer supply agreements based in U.S. dollars”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 與 ROHM 簽訂了以美元計價的晶圓供應協議。（以原文為準）

“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”

— MPWR 10-K，申報於 2026-02-27 · 查看原始申報文件 ↗

Monolithic Power 與 Power Integrations 互為主要競爭者。（以原文為準）

“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”

— NVTS 10-K，申報於 2026-02-27 · 查看原始申報文件 ↗

Navitas 將 Power Integrations 列為其主要的 GaN 競爭對手之一。（以原文為準）

“Our motor-driver ICs compete with power modules from such companies as ON Semiconductor, Infineon, STMicroelectronics, Mitsubishi and Sanken as well as discrete designs from a wide range of other suppliers.”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 的馬達驅動器 IC 與 STMicroelectronics 的功率模組競爭。（以原文為準）

“Competing alternatives to our high-voltage ICs for the power-supply market include monolithic and hybrid ICs from companies such as STMicroelectronics, Infineon Technologies and Sanken Electric Company, as well as PWM-controller chips paired with discrete high-voltage silicon or GaN transistors.”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 的高壓 IC 在電源供應市場的競爭替代方案包括 Infineon 的產品。（以原文為準）

“Competing alternatives to our high-voltage ICs for the power-supply market include monolithic and hybrid ICs from companies such as STMicroelectronics, Infineon Technologies and Sanken Electric Company, as well as PWM-controller chips paired with discrete high-voltage silicon or GaN transistors.”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 的高壓 IC 在電源供應市場的競爭替代方案包括 Sanken Electric 等公司的產品。（以原文為準）

“Such controller chips are produced by a large number of vendors, including those listed above as well as others including NXP Semiconductors, Texas Instruments, Diodes Inc., On-Bright Electronics, MediaTek Inc., Renesas Electronics”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

該等控制器晶片由多家供應商生產，其中包括 Diodes 及 Power Integrations 等公司。（以原文為準）

“Such controller chips are produced by a large number of vendors, including those listed above as well as others including NXP Semiconductors, Texas Instruments, Diodes Inc., On-Bright Electronics, MediaTek Inc., Renesas Electronics”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 的控制器晶片供應商包括 On Bright Electronics。（以原文為準）

“Such controller chips are produced by a large number of vendors, including those listed above as well as others including NXP Semiconductors, Texas Instruments, Diodes Inc., On-Bright Electronics, MediaTek Inc., Renesas Electronics”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 指出，此類控制器晶片由包括 MediaTek 在內的眾多廠商生產。（以原文為準）

“Such controller chips are produced by a large number of vendors, including those listed above as well as others including NXP Semiconductors, Texas Instruments, Diodes Inc., On-Bright Electronics, MediaTek Inc., Renesas Electronics”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 和 Renesas 都是生產此類控制器晶片的眾多供應商之一。（以原文為準）

“Competing suppliers of high-voltage GaN products include InnoScience, Infineon, Renesas, Texas Instruments, Navitas Semiconductor and others.”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Innoscience 是 Power Integrations 在高壓 GaN 產品領域的競爭供應商之一。（以原文為準）

“Our gate-driver products compete with alternatives from such companies as Infineon, Mitsubishi Electric, Fuji Electric, Semikron and Hangzhou Firstack Technology Co.”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 的閘極驅動器產品與 Mitsubishi Electric 等公司的替代產品競爭。（以原文為準）

“Our gate-driver products compete with alternatives from such companies as Infineon, Mitsubishi Electric, Fuji Electric, Semikron and Hangzhou Firstack Technology Co.”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 的閘極驅動器產品與 Fuji Electric 等公司的產品競爭。（以原文為準）

“Our gate-driver products compete with alternatives from such companies as Infineon, Mitsubishi Electric, Fuji Electric, Semikron and Hangzhou Firstack Technology Co.”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Semikron 是 Power Integrations 閘極驅動器產品的競爭對手之一。（以原文為準）

“Our gate-driver products compete with alternatives from such companies as Infineon, Mitsubishi Electric, Fuji Electric, Semikron and Hangzhou Firstack Technology Co.”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 的閘極驅動器產品與 Hangzhou Firstack Technology 等公司的同類產品競爭。（以原文為準）

“Our motor-driver ICs compete with power modules from such companies as ON Semiconductor, Infineon, STMicroelectronics, Mitsubishi and Sanken as well as discrete designs from a wide range of other suppliers.”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 之馬達驅動 IC 與 onsemi 等公司之功率模組競爭。（以原文為準）

“Our motor-driver ICs compete with power modules from such companies as ON Semiconductor, Infineon, STMicroelectronics, Mitsubishi and Sanken as well as discrete designs from a wide range of other suppliers.”

— POWI 10-K，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 的馬達驅動 IC 與 Mitsubishi 等公司的功率模組競爭。（以原文為準）