Ma waho aʻe o MCU a me MPU, ʻo ka hapa o nā pahu kaʻa kaʻa ka mana IC manaʻo nui loa, kahi o ka IGBT i ka pōkole, a ua hoʻonui ʻia ka pōʻai o nā mea hana IDM honua ma mua o 50 mau pule.Hoʻopili pono nā hui IGBT kūloko i ke ʻano o ka mākeke, a ʻaʻole lawa ka hiki ke hana.
Ma lalo o ka pahū o ka wela, ka lako a me ka koi oIGBTpaʻa loa.
ʻO ka IGBT kaʻa kaʻa ka mea koʻikoʻi o nā mea hoʻokele kaʻa kaʻa kaʻa hou, nā ea ea kaʻa, nā pila a me nā mea hana ʻē aʻe.ʻOi aku ka waiwai o nā mana semiconductor i nā kaʻa ikehu hou ma mua o ʻelima mau manawa ma mua o nā kaʻa wahie maʻamau.Ma waena o lākou, ʻo ka IGBT e pili ana i ka 37% o ke kumukūʻai o ka ʻōnaehana uila uila o nā kaʻa ikehu hou, no laila ʻo ia kekahi o nā mea uila nui loa i ka ʻōnaehana uila uila.
I ka makahiki 2021, ʻo ke kūʻai aku ʻana o nā kaʻa kaʻa hou o Kina he 3.52 miliona mau ʻāpana, he hoʻonui makahiki-ma-makahiki o 158%;ʻO ke kūʻai aku ma ka hapa mua o 2022 he 2.6 miliona mau ʻāpana, kahi hoʻonui makahiki-ma-makahiki ma kahi o 1.2 mau manawa.Manaʻo ʻia e hoʻomau ka kūʻai ʻana o nā kaʻa ikehu hou ma kahi o 5.5 miliona mau ʻāpana ma 2022, kahi ulu ulu makahiki ma kahi o 56%.Ke alakaʻi ʻia nei e ka ulu wikiwiki o ka hana kaʻa kaʻa hou a me ke kūʻai aku, ke ulu wikiwiki nei ka noi no IGBT.
Eia nō naʻe, kiʻekiʻe loa ka neʻe ʻana o ka ʻoihana automotive-grade IGBT.Ma muli o ka lōʻihi o ka hōʻoia hōʻoia o ka automotive-grade IGBT modules a me nā koi loea a me ka hilinaʻi kiʻekiʻe, ʻo ka lako o ka honua i kēia manawa ka mea nui i nā mea hana IDM, me Infineon, ON Semiconductor, SEMIKRON, Texas Instruments, STMicroelectronics, Mitsubishi Electric, etc. ʻoiaʻiʻo, ua haʻi ʻia kekahi mau hale hana IDM i ka waena o ka makahiki, a ua piha nā kauoha a hiki i 2023 (ʻaʻole i kāpae ʻia e loaʻa paha i kekahi mau mea kūʻai aku ke kauoha).
Ma ke ʻano o ka manawa hoʻopuka, ʻo ka manawa hoʻopuka o kēia manawa o nā mea hana nui haole ma kahi o 50 mau pule.Wahi a Future Electronics 'Q4 market hōʻike, IGBT, ʻO ka manawa hāʻawi o Infineon he 39-50 mau wiki, ʻo ka manawa hāʻawi ʻo IXYS he 50-54 mau wiki, ʻo ka manawa hāʻawi o Microsemi he 42-52 mau pule, a ʻo ka manawa hoʻopuka STMicroelectronics ʻo 47-52 mau pule.
No ke aha i nele koke ai ka ana kaʻa IGBT?
ʻO ka mea mua, he lōʻihi ka manawa hana o ka hiki ke hana (ma kahi o 2 mau makahiki), a ʻo ka hoʻonui ʻana o ka hana e kū nei i nā pilikia i ke kūʻai ʻana i nā lako, a pono e uku i ka uku kiʻekiʻe e kūʻai i nā mea hana lua.Inā ʻoi aku ka nui o ka lako o ka IGBT ma ka mākeke ma mua o ka koi, e hāʻule koke ke kumukūʻai o GBT.ʻO Infineon, Mitsubishi a me Fujifilm ka helu ʻoi aku ma mua o kanawalu pākēneka o ka mana hana o ka honua, a ʻo ka noi mākeke ke kumu nui a lākou e noʻonoʻo ai.ʻO ka lua, ʻoi aku ka kiʻekiʻe o nā koi o ka pae kaʻa, i ka wā i hoʻopau ʻia ai, ʻaʻole hiki ke hoʻoponopono ʻia nā kikoʻī o ka huahana no kekahi manawa, ʻoiai he IGBT lākou āpau, akā no ka mea aia lākou i nā ʻāpana ʻokoʻa, ʻokoʻa loa nā koi no IGBT, a ʻaʻohe mea hiki. o ka hui ʻana, ka hopena o ke kumukūʻai kiʻekiʻe o ka hoʻonui ʻana i nā laina hana a ʻaʻole hiki ke puʻunaue ʻia.
Loaʻa i nā hui IGBT ka nui o ka kauoha piha, a ʻaʻole lawa ka mana hana
Ma muli o nā manawa alakaʻi IGBT lōʻihi o ka IDM honua, hoʻomau ka huli ʻana o nā kaʻa hoʻomaka EV home i nā mea hoʻolako kūloko.ʻO ka hopena, nui nā mea hana IGBT Kina e ʻimi nei i nā papahana hoʻonui hiki, no ka mea ua loaʻa iā lākou ka nui o nā kauoha IGBT mai nā mea hana.
(1)Hoku Semiconductor
Ma ke ʻano he alakaʻi IGBT, ua loaʻa ʻo Star Semiconductor i ka loaʻa kālā o 590 miliona yuan i nā hapaha mua ʻekolu o kēia makahiki, he hoʻonui makahiki-ma-makahiki o 1.21 mau manawa, ʻoi aku ka nui o ka ulu ʻana ma mua o ka loaʻa kālā hana, a hiki i ke kumukūʻai kūʻai aku i 41.07. %, he hoʻonui mai ka hapaha mua.
I ke kolu o ka hapaha o ka hopena o ka hoopuka ana i ka la 5 Dekemaba, ua hoike mai na luna o ka hui, o ke kumu nui o ka ulu ana o ka loaa i na hapaha i hala iho nei, mai ka ulu mau a me ka wikiwiki o na huahana o ka hui i na kaa ikehu hou, photovoltaics, mālama ikehu, mana makani a nā ʻoihana ʻē aʻe, a me ka hoʻonui mau ʻana o ka mākeke;Me ka hoʻokuʻu ʻana i ka hopena pālākiō, ka hoʻonui ʻana i ka hoʻolālā huahana, a me ka hoʻomaikaʻi ʻana i ka hana a me ka maikaʻi o ka hana, ke hoʻomau nei ka ulu ʻana o ka ʻoihana waiwai nui.
Mai ka hiʻohiʻona o ka loaʻa kālā, ma Ianuali ~ Sepatemaba, ʻo ka loaʻa kālā o Star Semiconductor mai ka ʻoihana ikehu hou (me nā kaʻa ikehu hou, ka mana hou o ka ikehu, a me ka mālama ʻana i ka ikehu) i ʻoi aku ma mua o ka hapalua, lilo i mea hoʻoikaika nui no ka hana o ka hui. ulu ana.I waena o lākou, ua hoʻohana nui ʻia nā modula semiconductor automotive-grade o ka ʻoihana i nā mea hana kaʻa kaʻa hou no nā makahiki he nui, a ua hoʻonui ʻia kāna mākeke, a ua lilo ia i mea hoʻolako nui i nā modula semiconductor mana automotive-grade no ka home hou. nā kaʻa ikehu.
Wahi a nā hōʻike mua, ua hoʻomau ʻia ka piʻi ʻana o nā modules IGBT automotive-grade o Star Semiconductor no nā mea hoʻokele kaʻa nui, me ka nui o nā kaʻa ikehu hou ma mua o 500,000 i ka hapa mua o ka makahiki, a ua manaʻo ʻia e hoʻonui hou ʻia ka nui o nā kaʻa. i ka hapa lua o ka makahiki, kahi o 200,000 A-class a ma luna o nā kumu hoʻohālike e kau ʻia.
(2)ʻenehana Hongwei
Ua pōmaikaʻi ka mea hana IGBT Hongwei Technology mai ka hoʻomohala ʻana i ka mākeke ikehu hou, a ua loaʻa ka ʻoihana i ka loaʻa kālā o 61,25 miliona yuan i nā hapaha mua ʻekolu o kēia makahiki, kahi hoʻonui makahiki ma kahi o 30%;Ma waena o lākou, ua loaʻa i ke kolu o ka hapaha he 29.01 miliona yuan, kahi hoʻonui makahiki-ma-makahiki i aneane pālua ʻia, a ʻo ka nui o ka loaʻa kālā o ke kūʻai ʻana he 21,77%, ma kahi o ka hapalua o ka Star Semiconductor.
E pili ana i ka ʻokoʻa o ka loaʻa kālā nui, ua hōʻike nā luna o Macro Micro Technology i kahi noiʻi hoʻonaʻauao ma Nowemapa i ka loaʻa ʻana o ka loaʻa kālā nui o ka ʻoihana no ka makahiki holoʻokoʻa o 2022 ma ka pae like me 2021, a aia nō kekahi āpau. me nā hui i loko o ka ʻoihana like, i hoʻopilikia nui ʻia e ka piʻi ʻana o nā laina hana.
Ua loaʻa i ka ʻoihana nā kauoha he nui, akā ma muli o ka hemahema o nā kumu waiwai o ka upstream core a me ka mana hou o ka hui i pani ʻia i ka hoʻāʻo paʻa i ka piʻi ʻana, ʻaʻole hiki iā ia ke hoʻokō piha i ka noi mākeke i kēia manawa.Ua hōʻike aku nā Luna Hoʻokele o Macro Micro Technology, ma muli o ka piʻi nui ʻana o ka loaʻa kālā o ka hui ma nā kaʻa uila photovoltaic a me nā kula ʻē aʻe, pane ikaika ka ʻoihana i nā pono o nā mea kūʻai mai lalo, a ʻo ka hoʻopukapuka waiwai ma mua, ʻoiai ka piʻi nui ʻana o ka depreciation. .Eia kekahi, aia ka laina hana holoʻokoʻa o ka hoʻonui i ka piʻi ʻana, a pono e hoʻomaikaʻi ʻia ka nui o ka hoʻohana ʻana.I ka wā e hiki mai ana, me ka hoʻoponopono ʻana i ka ʻōnaehana noi o lalo o ka ʻoihana, ka hoʻomaikaʻi ʻana i ka hoʻohana ʻana i ka hiki a me ka puka ʻana o ka hopena pālākiō, manaʻo ʻia e hoʻomaikaʻi i ka palena waiwai nui o ka ʻoihana.
(3)Silana micro
Ma ke ʻano heIDM mode semiconductor, ʻO nā huahana nui a Silan Micro e pili ana i nā kaapuni i hoʻohui ʻia, nā mea hoʻokaʻawale semiconductor, a me nā huahana LED.Ma ka hapaha mua ekolu o keia makahiki, ua loaa i ka hui i ka upena waiwai o 774 miliona yuan, he makahiki-ma-makahiki mahuahua o 6.43%, o ka mea, pili i ka slowdown i koi i loko o ka downstream consumer electronics market, mana kapu. a pēlā aku, ua hōʻole ʻia ka ʻāpana o ka hui a me nā kauoha LED, a ua hāʻule ka loaʻa kālā o ka hui ma ke kolu o ka hapaha ma kahi o 40% makahiki-ma-makahiki.
Ma kahi noiʻi hoʻonaʻauao hou, ua wānana nā luna hoʻokele o Silan Micro e piʻi mau ana ka loaʻa kālā o ka hui i ka hapaha ʻehā, a ua hoʻokō mālie nā huahana ikehu hou i nā kūlana no ka nui o nā hoʻouna;ʻO ka hapahā ʻehā o ka mākeke waiwai keʻokeʻo ʻo ia ka manawa kiʻekiʻe, hiki ke hoʻonui ʻia i ka hapa mua o ka makahiki e hiki mai ana;ʻO ka hapahā ʻehā o ka mākeke waiwai keʻokeʻo ʻo ia ka manawa kiʻekiʻe, hiki ke hoʻonui ʻia i ka hapa mua o ka makahiki e hiki mai ana;
I loko o ka mākeke IGBT, ua hoʻohana nui ʻia nā paipu hoʻokahi a me nā modules IGBT o Silan Micro i ka ʻoihana ʻoihana a hoʻonui ʻia i ka ikehu hou a me nā kaʻa.Wahi a nā hōʻike, ʻo ka 12-inch IGBT i kēlā me kēia mahina ka mana hana he 15,000 mau ʻāpana, akā pili i ka hemahema o nā substrates, ʻaʻole i hiki ke kūlana maoli, a ke hoʻoholo ʻia nei, me ka laina 8-inch a me 6- ʻO ka laina ʻīniha i loaʻa ka mana hana IGBT, no laila ua hoʻonui nui ʻia ka hapa o ka loaʻa ʻana o ka huahana pili i ka IGBT, a ke manaʻo ʻia nei ka ulu ʻana i ka wā e hiki mai ana.
ʻO ka pilikia nui a mākou e kū nei i kēia manawa ʻo ka nele o ka substrate.Ke hoʻoikaika ikaika nei mākou a me nā mea hoʻolako upstream i ka hopena o FRD (fast recovery diode), he pilikia nui ia no mākou i ka lua o ka hapaha, a ke hoʻopau mālie nei kēia manawa, wahi a kahi luna nui o Shlan Micro.
(4)ʻO nā mea ʻē aʻe
Ma waho aʻe o nā ʻoihana i ʻōlelo ʻia ma luna, ua loaʻa i ka ʻoihana IGBT o nā hui semiconductor e like me BYD Semiconductor, Times Electric, China Resources Micro, a me Xinjieneng i hoʻomaikaʻi maikaʻi loa, a ua loaʻa pū nā huahana IGBT automotive-grade i nā holomua nui i ka mākeke.
Ua ʻōlelo ʻo China Resources Micro i ka nānā ʻana o ka ʻoihana e loaʻa ana e hoʻonui ana ka mana hana o ka laina IGBT8-inch, a ʻo ka Chongqing 12-inch production line pū kekahi i ka hoʻolālā mana o nā huahana IGBT.I kēia makahiki, manaʻo ʻia ʻo IGBT e hoʻokō i ka 400 miliona mau kūʻai aku, i ka makahiki aʻe e pālua i ke kūʻai aku ʻana o nā huahana IGBT i ka mana o ka ʻoihana automotive o ka ikehu hou a me nā ʻoihana ʻē aʻe o ke kūʻai aku e hoʻonui hou aku, i kēia manawa no 85%.
Ua hoʻolaha hou aku ʻo Times Electric i kona manaʻo e hoʻonui i ke kapikala o Zhuzhou CRRC Times Semiconductor Co., Ltd. e 2.46 biliona yuan, a e hoʻohana ʻia ka piʻi kālā no CRRC Times Semiconductor e kūʻai i ʻāpana o nā waiwai o nā ʻāpana automotive e kākoʻo ana i nā papahana kūkulu. (me nā papahana IGBT) mai ka hui.
Hoʻokomo nā mea hana IGBT i ka manawa bonus, "spoiler" kumu o ka pau ʻole
Ua ʻike mua ʻia ka manawa hoʻokaʻawale ʻo IGBT, kahi i huki ai i nā papa hana hou.
(1)Xinpengwei
I kēia mau lā, ua ʻōlelo ʻo Xinpengwei i kahi noiʻi ʻoihana ʻo ka papahana ʻohi kālā paʻa ʻo 2022 - ʻo ka hana hou kaʻa kaʻa kaʻa e hoʻomohala nui i nā kīʻaha mana mana mana kiʻekiʻe, nā mīkini hoʻokele hapalua alahaka kiʻekiʻe, nā mīkini hoʻokele kaʻawale kaʻawale kiʻekiʻe, kiʻekiʻe- nā puʻupuʻu kumu kōkua uila, a me nā mea IGBT naʻauao a me SiC.
ʻO nā huahana nui o Xinpeng Micro nā pahu hoʻokele mana PMIC, AC-DC, DC-DC, Gate Driver a me nā mea mana e kākoʻo ana, a ʻo ka nui o nā pahu hoʻokele mana kūpono i kēia manawa ma mua o 1300 hapa-helu.
Ua ʻōlelo ʻo Xinpengwei, i loko o nā makahiki ʻekolu e hiki mai ana, e hoʻolauna ka hui i nā huahana semiconductor mana hoʻohui hou aʻe no ka mākeke mana ʻoihana e pili ana i ka hoʻonui piha ʻana o Smart-SJ, Smart-SGT, Smart-Trench, Smart-GaN hou naʻauao mana chip ʻenehana. .
(2) Geely
I ʻOkakopa 2021, ua hōʻike ʻia ʻo Geely's IGBT i lalo o ka hoʻomohala ʻana.I kēia mau lā, ua hoʻokuʻu ʻo Geely i kahi hoʻolaha "Bidding Announcement for the Supervision Project of the First Phase of Jinneng Microelectronics Factory Transformation Project".
Wahi a ka hoʻolaha, ʻo ka hana mua o ka papahana hoʻololi hale hana o Jinneng Microelectronics e pili ana i 5,000 square meters, a ʻo ka hana mua o ka mea kanu me ka puka makahiki o 600,000 sets o IGBT mana modules i kūkulu ʻia, ʻoi aku ka nui o 3,000 square square o 10,000. mika square o nā lumi maʻemaʻe a me nā laboratories, 1,000 square meters o nā mana mana, a me 1,000 square meters o ka hale kūʻai a me ke keʻena keʻena.
Ua hōʻike ʻia nā ʻōnaehana uila uila oʻO Geely New Energy(me Geely, Lynk & Co, Zeekr a me Ruilan), ʻo ka hui hui pū ʻana ʻo Smart Motor a me Polestar kokoke i nā mea āpau e hoʻohana i nā modula mana IGBT.E hoʻohana maopopo ʻo Extreme Krypton a me Smart Motor i ka 400V SiC.
Ka manawa hoʻouna: Dec-12-2022