Ukongeza kwi-MCU kunye ne-MPU, ukunqongophala kwee-chips ze-automotive yi-IC yamandla echaphazelekayo, apho i-IGBT isencinci, kwaye umjikelezo wokuhanjiswa kwabavelisi be-IDM bamazwe ngamazwe uye wandiswa ngaphezu kweeveki ze-50.Iinkampani zasekhaya ze-IGBT zilandela ngokusondeleyo indlela yokuthengisa, kwaye umthamo wemveliso unqongophele.
Ngaphantsi kokuqhuma kobushushu, ukunikezelwa kunye nemfuno yeIGBTzixinene kakhulu.
I-Automotive-grade IGBT licandelo eliphambili labalawuli beemoto zemoto yamandla amatsha, ii-air conditioners zemoto, iimfumba zokutshaja kunye nezinye izixhobo.Ixabiso lezixhobo ze-semiconductor zamandla kwizithuthi zamandla amatsha lingaphezulu kokuphindwe kahlanu kunezithuthi zemveli zamafutha.Phakathi kwabo, i-IGBT ibala malunga ne-37% yeendleko zenkqubo yokulawula i-elektroniki yezithuthi zamandla amatsha, ngoko ke yenye yezona zixhobo zombane ezingundoqo kwinkqubo yokulawula i-elektroniki.
Ngo-2021, ukuthengiswa kwezithuthi zamandla amatsha e-China bezizigidi ezi-3.52 zeeyunithi, ukunyuka konyaka-ngonyaka nge-158%;Ukuthengiswa kwisiqingatha sokuqala se-2022 kwakuyi-2.6 yezigidi zeeyunithi, ukunyuka konyaka-ngonyaka phantse amaxesha angama-1.2.Kulindeleke ukuba ukuthengiswa kwezithuthi zamandla amatsha kuya kuqhubeka ukufikelela malunga ne-5.5 yezigidi zeeyunithi kwi-2022, izinga lokukhula ngonyaka malunga ne-56%.Iqhutywa kukukhula okukhawulezayo kwemveliso yezithuthi zamandla amatsha kunye nokuthengiswa, imfuno ye-IGBT ikhula ngokukhawuleza.
Nangona kunjalo, uxinaniso lweshishini le-IGBT lomgangatho weemoto liphezulu kakhulu.Ngenxa yomjikelezo omde wokuqinisekisa iimodyuli ze-IGBT ze-automotive-grade kunye neemfuno eziphezulu zobugcisa kunye nokuthembeka, unikezelo lwangoku lwehlabathi jikelele lugxininiswe kakhulu kubakhiqizi be-IDM, kuquka i-Infineon, i-ON Semiconductor, i-SEMIKRON, i-Texas Instruments, i-STMicroelectronics, i-Mitsubishi Electric, njl. Enyanisweni, ezinye iifektri ze-IDM zichazwe esidlangalaleni phakathi enyakeni, kwaye ii-odolo zazigcwele kude kube ngu-2023 (akubandakanywanga ukuba abanye abathengi banokuba nee-odolo ezingaphezulu).
Ngokubhekiselele kwixesha lokuhanjiswa, ixesha langoku lokuhanjiswa kwabakhiqizi abakhulu bangaphandle ngokubanzi malunga neeveki ezingama-50.Ngokutsho kwe-Future Electronics 'Ingxelo yemakethe ye-Q4, i-IGBT, ixesha lokuhanjiswa kwe-Infineon li-39-50 iiveki, ixesha lokuhambisa i-IXYS liyi-50-54 iiveki, ixesha lokunikezelwa kwe-Microsemi li-42-52 iiveki, kwaye ixesha lokunikezelwa kwe-STMicroelectronics li-47-52 iiveki.
Kutheni kunqongophele ngesiquphe igeyiji yemoto IGBT?
Okokuqala, ixesha lokwakhiwa kwamandla okuvelisa lide (ngokubanzi malunga ne-2 iminyaka), kwaye ukwandiswa kwemveliso kujongene nobunzima ekuthengeni izixhobo, kwaye kuyimfuneko ukuhlawula i-premium yokuthenga izixhobo zesibini.Ukuba umthamo wokubonelela nge-IGBT kwimarike mkhulu kakhulu kunemfuno, ixabiso le-GBT liya kuwa ngokukhawuleza.I-Infineon, iMitsubishi kunye ne-Fujifilm zenza ngaphezu kwamashumi asibhozo eepesenti omthamo wemveliso wehlabathi, kwaye imfuno yemarike yeyona nto iphambili ekufuneka iqwalaselwe.Okwesibini, iimfuno zomgangatho wesithuthi ziphezulu kakhulu, xa zigqityiwe, iinkcukacha zemveliso azikwazi ukulungelelaniswa okwethutyana, nangona zonke ziyi-IGBT, kodwa ngenxa yokuba zikwizahlulo ezahlukeneyo, iimfuno ze-IGBT zihluke ngokupheleleyo, kwaye akukho nto inokwenzeka. yokuxuba, okukhokelela kwiindleko eziphezulu zokunyusa imigca yemveliso kwaye ayinakwahlulwa.
Iinkampani ze-IGBT zinomthamo opheleleyo womyalelo, kwaye amandla okuvelisa anqongophele
Ngenxa yexesha elide lokukhokela kwe-IGBT ye-IDM yamazwe ngamazwe, ii-automakers zokuqalisa i-EV zasekhaya ziyaqhubeka nokujika kubaboneleli bendawo.Ngenxa yoko, abaninzi abavelisi be-IGBT baseTshayina baqhuba ngokukhutheleyo iiprojekthi zokwandisa umthamo, njengoko sele befumene inani elikhulu lee-oda ze-IGBT ezivela kubenzi beemoto.
(1)Star Semiconductor
Njengenkokeli ye-IGBT, i-Star Semiconductor iphumelele inzuzo ye-590 yezigidi ze-yuan kwikota ezintathu zokuqala zalo nyaka, ukunyuka konyaka-ngonyaka kwamaxesha e-1.21, izinga lokukhula ligqithise ingeniso yokusebenza, kwaye umda wentengiso ufikelele kwi-41.07 %, ukwanda ukusuka kwikota edlulileyo.
Kwingxelo yeziphumo zekota yesithathu nge-5 kaDisemba, abaphathi benkampani bazise ukuba eyona nto iphambili yokuqhuba ukukhula kwengeniso kwikota yamva nje ivela kukwanda okuqhubekayo kunye nokukhawulezayo kweemveliso zenkampani kwizithuthi zamandla amatsha, i-photovoltaics, ukugcinwa kwamandla, amandla omoya kunye amanye amashishini, kunye nokwanda okuqhubekayo kwesabelo semarike;Ngokukhutshwa kwesiphumo sesikali, ukwenziwa kolwakhiwo lwemveliso, kunye nokuphuculwa kwemveliso kunye nokusebenza kakuhle, umda wengeniso yenkampani uyaqhubeka nokukhula.
Ngokombono wobume bengeniso, ngoJanuwari-Septemba, ingeniso ye-Star Semiconductor evela kushishino lwamandla amatsha (kubandakanywa izithuthi zamandla amatsha, ukuveliswa kwamandla amatsha, kunye nokugcinwa kwamandla) kubalwa ngaphezu kwesiqingatha, ibe yeyona nto iqhuba intsebenzo yenkampani. ukukhula.Phakathi kwazo, iimodyuli ze-auto-grade semiconductor zemodyuli zisetyenziswe ngokubanzi kubenzi bezithuthi zamandla amatsha iminyaka emininzi, kwaye isabelo sayo semakethi siye sakhula, kwaye iye yaba ngumboneleli ophambili weemodyuli ze-auto-grade power semiconductor zekhaya elitsha. izithuthi zamandla.
Ngokweenkcazo zangaphambili, iimodyuli ze-IGBT ze-Star Semiconductor ze-automotive-grade zabalawuli beemoto eziphambili ziqhubekile nokunyuka, kunye nenani elingaphezu kwe-500,000 yezithuthi zamandla amatsha kwisiqingatha sokuqala sonyaka, kwaye kulindeleke ukuba inani lezithuthi liya kwanda ngakumbi. kwisiqingatha sesibini sonyaka, apho ngaphezu kwe-200,000 ye-A-class kunye neemodeli ezingaphezulu ziya kufakwa.
(2)Hongwei Technology
Umvelisi we-IGBT Hongwei Technology naye waxhamla kuphuhliso lwemarike yamandla entsha, kwaye inkampani izuze inzuzo ye-yuan yezigidi ezingama-61.25 kwikota ezintathu zokuqala zalo nyaka, ukunyuka konyaka-ngonyaka malunga ne-30%;Phakathi kwabo, ikota yesithathu iphumelele i-yuan yezigidi ezingama-29.01, ukunyuka konyaka-ngonyaka okuphantse kwaphindwe kabini, kwaye ingeniso yengeniso yokuthengisa yayingama-21.77%, malunga nesiqingatha se-Star Semiconductor.
Ngokumalunga nomahluko kwingeniso yengeniso, abaphathi beMacro Micro Technology bathe kuphando lweziko ngoNovemba ukuba ingeniso yengeniso yenkampani kunyaka wonke ka-2022 ikwinqanaba elifanayo nelo ngo-2021, kwaye kusekho umsantsa othile. kunye neenkampani ezikushishino olufanayo, ikakhulu ezichatshazelwa kukunyuka kwemigca yemveliso.
Inkampani ifumene ii-odolo ezininzi, kodwa ngenxa yokunqongophala kwezinto ezisisiseko ezisezantsi kunye nomthamo omtsha wenkampani wovavanyo oluvaliweyo usekwinqanaba lokunyuka, ayinakuhlangabezana ngokupheleleyo neemfuno zentengiso okwangoku.Abaphathi be-Macro Micro Technology bazise ukuba, ngenxa yokunyuka okukhulu kwengeniso yenkampani kwizithuthi zombane ze-photovoltaic kunye nezinye iindawo, inkampani isabela ngokukhawuleza kwiimfuno zabathengi abasezantsi, kwaye utyalo-mali lwe-asethi luphambi kwexesha, ngelixa iindleko zokuhla zinyuka ngokukhawuleza. .Ukongezelela, umgca wemveliso wonke wokwandisa usekho kwinqanaba lokunyuka, kwaye izinga lokusetyenziswa kwamandla kufuneka liphuculwe.Kwixesha elizayo, ngohlengahlengiso lwesakhiwo sesicelo esisezantsi senkampani, ukuphuculwa kokusetyenziswa kwamandla kunye nokuvela kwesiphumo somlinganiselo, kulindeleke ukuba kuphuculwe umda wengeniso yenkampani.
(3)Silan micro
NjengeI-IDM imo ye-semiconductor, Iimveliso eziphambili zeSilan Micro ziquka iisekethe ezidibeneyo, izixhobo ze-semiconductor discrete, kunye neemveliso ze-LED.Kwiikota ezintathu zokuqala zalo nyaka, inkampani izuze inzuzo ye-774 yezigidi ze-yuan, ukunyuka konyaka-ngonyaka we-6.43%, apho, echatshazelwa kukuhla kwemfuno kwimarike ye-elektroniki yabathengi, izithintelo zamandla, njl., isixhobo se-chip yenkampani kunye nemiyalelo ye-LED yehlile, kwaye inzuzo yenkampani kwikota yesithathu yehle malunga ne-40% unyaka nonyaka.
Kuphando lwakutshanje lweziko, abaphathi beSilan Micro baqikelele ukuba ingeniso yenkampani kulindeleke ukuba inyuke ngokuthe ngcembe kwikota yesine, kwaye iimveliso zamandla amatsha emoto ziye zadibana ngokuthe ngcembe neemeko zenani elikhulu lokuthunyelwa;Ikota yesine yemarike yempahla emhlophe iya kuba lixesha eliphakamileyo, elinokwandiswa kwisiqingatha sokuqala sonyaka ozayo;Ikota yesine yemarike yempahla emhlophe iya kuba lixesha eliphakamileyo, elinokwandiswa kwisiqingatha sokuqala sonyaka ozayo;
Kwimarike ye-IGBT, ii-tubes ze-IGBT ze-Silan Micro kunye neemodyuli zisetyenziswe ngokubanzi kwintsimi yezoshishino kwaye zandiswe kumandla amatsha kunye neemoto.Ngokutsho kweengxelo, i-12-intshi ye-IGBT yenyanga umthamo wemveliso yenyanga yiziqwenga ze-15,000, kodwa zichatshazelwa kukunqongophala kwe-substrates, umgangatho ochanekileyo awukafikelelwa, kwaye ngoku uyasonjululwa, kunye nomgca we-8-intshi yenkampani kunye ne-6- Umgca we-intshi une-IGBT umthamo wokuvelisa, ngoko ke umlinganiselo wengeniso yemveliso enxulumene ne-IGBT unyuswe kakhulu, kwaye ukukhula okuqhubekayo kulindeleke kwixesha elizayo.
Eyona ngxaki sijongene nayo ngoku kukuba kukho ukunqongophala kwe-substrate.Thina kunye nabanikezeli abaphezulu bakhuthaza isisombululo se-FRD (i-diode yokubuyisela ngokukhawuleza), eyayiyingxaki enkulu kuthi kwikota yesibini, kwaye ngoku iyayisombulula ngokuthe ngcembe, utshilo umphathi ophezulu we-Shlan Micro.
(4)Abanye
Ukongeza kumashishini akhankanywe ngasentla, ishishini le-IGBT leenkampani ze-semiconductor ezifana ne-BYD Semiconductor, i-Times Electric, i-China Resources Micro, kunye ne-Xinjieneng iphumelele ukuphucuka okukhulu, kunye neemveliso ze-IGBT ze-automotive-grade ziye zafumana impumelelo enkulu kwimarike.
I-China Resources Micro ithe kuphando lwe-arhente yokufumana ukuba amandla okuvelisa umgca we-IGBT8-intshi ayanda, kwaye umgca wokuvelisa we-Chongqing we-12-intshi unakho ukucwangciswa komthamo weemveliso ze-IGBT.Kulo nyaka i-IGBT kulindeleke ukuba ifezekise i-400 yezigidi zeentengiso, kunyaka ozayo ukuphinda kabini ukuthengiswa kweemveliso ze-IGBT kumashishini okulawula i-automotive yamandla amatsha kunye nezinye iindawo zokuthengisa ukuze zinyuke ngakumbi, ngoku zibalelwa kwi-85%.
I-Times Electric nayo kutshanje ibhengeze ukuba inenjongo yokunyusa i-capital ye-Zhuzhou CRRC Times Semiconductor Co., Ltd. nge-2.46 yebhiliyoni ye-yuan, kwaye ukunyuka kwenkunzi kuya kusetyenziswa kwi-CRRC Times Semiconductor ukuthenga inxalenye yempahla yecandelo leemoto ezixhasa iiprojekthi zokwakha. (kubandakanywa neeprojekthi ze-IGBT) ezivela kwinkampani.
Abavelisi be-IGBT bangena kwixesha lebhonasi, "spoiler" umthombo ongapheliyo
Ixesha lokwahlulwa kwe-IGBT liqale ukuvela, elithe latsala ii-layouts ezininzi ezintsha.
(1)Xinpengwei
Kutshanje, uXinpengwei uthe kuphando lweziko ukuba iprojekthi yenkampani ka-2022 esisigxina-iprojekthi ye-chip yemoto entsha iya kuphuhlisa iitshiphusi zolawulo lombane ophezulu wevoltage, iitshiphusi zomqhubi wehalf-bridge ezinevoltage ephezulu, iitshiphusi zomqhubi we-voltage eziphezulu, Iitshiphusi zomthombo wombane oncedisayo, kunye nezixhobo ezikrelekrele ze-IGBT kunye ne-SiC.
Iimveliso eziphambili zeXinpeng Micro zizitshiphu zolawulo lwamandla PMIC, AC-DC, DC-DC, Gate Driver kunye nezixhobo zombane ezixhasayo, kwaye iitshiphusi zolawulo lwamandla ezisebenzayo ngoku zizonke ngaphezu kwe-1300 inxalenye-manani.
UXinpengwei uthe kule minyaka mithathu izayo, inkampani iza kuphehlelela iimveliso eziphambili ezidityanisiweyo zesemiconductor kwimarike yolawulo lwamashishini esekwe kuphuculo olupheleleyo lweSmart-SJ, iSmart-SGT, iSmart-Trench, iSmart-GaN .
(2) Igolide
Ngo-Okthobha ka-2021, kwaxelwa ukuba i-IGBT ye-Geely iphantsi kophuhliso.Kutshanje, iqonga lebhidi likaGeely likhuphe “Isibhengezo sokuBhida kwiProjekthi yokuHlola yeSigaba sokuQala seProjekthi yoTshintsho lweFactory yeJinneng Microelectronics”.Isibhengezo sibonise ukuba uGeely wajoyina iqela elizenzele lona lokupakishwa kwe-IGBT.
Ngokutsho kwesibhengezo, isigaba sokuqala seprojekthi yokuguqulwa kwefektri yeJinneng Microelectronics malunga ne-5,000 square metres, kwaye isigaba sokuqala sesityalo esinemveliso yonyaka ye-600,000 yeemodyuli zamandla e-IGBT yakhiwe, ngokukodwa kubandakanywa i-3,000 square metres ye-10,000. iimitha ezisikweri zamagumbi acocekileyo kunye neelebhu, i-1,000 yeemitha ezizikweri zezikhululo zamandla, kunye ne-1,000 yeemitha ezizikweri zendawo yokugcina impahla kunye neofisi.
Kuxelwe ukuba iinkqubo zokuqhuba zombane zeAmandla amatsha eGeely(kuquka i-Geely, i-Lynk & Co, i-Zeekr kunye ne-Ruilan), i-brand venture brand Smart Motor kunye ne-Polestar phantse zonke zisebenzisa iimodyuli zamandla ze-IGBT.I-Extreme Krypton kunye ne-Smart Motor iya kusebenzisa ngokucacileyo i-400V SiC.
Ixesha lokuposa: Dec-12-2022