Ngaphezu kwe-MCU ne-MPU, ukushoda kwama-chips ezimoto amandla e-IC athinteka kakhulu, lapho i-IGBT isashoda, futhi umjikelezo wokulethwa kwabakhiqizi be-IDM bamazwe ngamazwe unwetshwe ngaphezu kwamaviki angu-50.Izinkampani zasekhaya ze-IGBT zilandela eduze inkambiso yemakethe, futhi amandla okukhiqiza ayashoda.
Ngaphansi kokuqhuma kokushisa, ukunikezwa kanye nesidingo seI-IGBTziqine kakhulu.
I-IGBT yezinga lezimoto iyingxenye eyinhloko yezilawuli zezimoto zemoto yamandla amasha, ama-air conditioner emoto, inqwaba yokushaja nezinye izinto zokusebenza.Inani lamadivaysi e-semiconductor yamandla ezimotweni zamandla amasha lingaphezu kokuphindwe kahlanu kwezimoto ezijwayelekile zikaphethiloli.Phakathi kwazo, i-IGBT ilandisa mayelana ne-37% yezindleko zesistimu yokulawula ye-elekthronikhi yezimoto zamandla amasha, ngakho-ke ingenye yemishini ye-elekthronikhi eyinhloko ohlelweni lokulawula i-elekthronikhi.
Ngo-2021, ukuthengiswa kwezimoto ezintsha zaseShayina bekungamayunithi ayizigidi ezi-3.52, okuwukukhula konyaka ngo-158%;Ukuthengiswa engxenyeni yokuqala ka-2022 bekungamayunithi ayizigidi ezi-2.6, okuwukukhuphuka konyaka nonyaka cishe izikhathi ezi-1.2.Kulindeleke ukuthi ukuthengiswa kwezimoto ezisebenza ngamandla amasha kuqhubeke nokufika ezigidini ezi-5.5 ngo-2022, okuyizinga lokukhula ngonyaka cishe ngama-56%.Iqhutshwa ukukhula okusheshayo kokukhiqizwa nokuthengiswa kwezimoto zamandla amasha, isidingo se-IGBT sikhula ngokushesha.
Kodwa-ke, ukugxila kwemboni ye-IGBT yezinga lezimoto kuphezulu kakhulu.Ngenxa yomjikelezo omude wokuqinisekisa wamamojula e-IGBT ebanga lezimoto kanye nezidingo eziphezulu zobuchwepheshe nokuthembeka, ukunikezwa kwamanje emhlabeni jikelele kusagxile kakhulu kubakhiqizi be-IDM, okuhlanganisa i-Infineon, ON Semiconductor, SEMIKRON, Texas Instruments, STMicroelectronics, Mitsubishi Electric, njll. Eqinisweni, amafekthri athile e-IDM ashiwo esidlangalaleni maphakathi nonyaka, futhi ama-oda ayegcwele kwaze kwaba ngu-2023 (akukhishiwe ngaphandle kokuthi amanye amakhasimende angase abe nama-oda eqile).
Ngokuphathelene nesikhathi sokulethwa, isikhathi samanje sokulethwa kwabakhiqizi abakhulu bangaphandle ngokuvamile singamaviki angama-50.Ngokusho kombiko wemakethe we-Future Electronics 'Q4, i-IGBT, isikhathi sokulethwa kwe-Infineon singamaviki angu-39-50, isikhathi sokulethwa kwe-IXYS singamaviki angu-50-54, isikhathi sokulethwa kwe-Microsemi singamaviki angu-42-52, kanti isikhathi sokulethwa kwe-STMicroelectronics singamaviki angu-47-52.
Kungani kushoda okungazelelwe kwegeji yemoto IGBT?
Okokuqala, isikhathi sokwakhiwa kwamandla okukhiqiza side (ngokuvamile cishe iminyaka emi-2), futhi ukwandiswa kokukhiqiza kubhekana nobunzima ekuthengeni imishini, futhi kuyadingeka ukukhokha i-premium ephezulu yokuthenga imishini yamasekeni.Uma umthamo wokuhlinzeka we-IGBT emakethe mkhulu kakhulu kunesidingo, intengo ye-GBT izokwehla ngokushesha.I-Infineon, i-Mitsubishi ne-Fujifilm yenza ngaphezu kwamaphesenti angamashumi ayisishiyagalombili omthamo wokukhiqiza emhlabeni, futhi isidingo semakethe yisici esibalulekile okufanele basicabangele.Okwesibili, izidingo zezinga lemoto ziphakeme kakhulu, uma sekuqediwe, ukucaciswa komkhiqizo akukwazi ukulungiswa okwesikhashana, nakuba zonke ziyi-IGBT, kodwa ngenxa yokuthi zisezigabeni ezihlukene, izidingo ze-IGBT zihluke ngokuphelele, futhi akukho okungenzeka. yokuxuba, okuholela ezindlekweni eziphakeme zokwanda kwemigqa yokukhiqiza futhi ayikwazi ukwabiwa.
Izinkampani ze-IGBT zinevolumu yoku-oda ephelele, futhi amandla okukhiqiza ayashoda
Ngenxa yezikhathi ezinde zokuhola ze-IGBT ze-IDM yamazwe ngamazwe, abakhiqizi bezimoto basekhaya be-EV bayaqhubeka nokuphendukela kubahlinzeki bendawo.Ngenxa yalokho, abakhiqizi abaningi baseShayina be-IGBT baphishekela ngenkuthalo amaphrojekthi okukhulisa amandla, njengoba sebethole inani elikhulu lama-oda e-IGBT avela kubakhiqizi bezimoto.
(1)I-Star Semiconductor
Njengomholi we-IGBT, i-Star Semiconductor ithole inzuzo eyizigidi ezingu-590 zama-yuan ezingxenyeni ezintathu zokuqala zalo nyaka, ukukhuphuka konyaka nonyaka izikhathi ezingu-1.21, izinga lokukhula lidlule imali engenayo yokusebenza, futhi umkhawulo wokuthengisa wafinyelela ku-41.07 %, ukukhuphuka ukusuka kwikota edlule.
Esithangamini semiphumela yekota yesithathu ngoDisemba 5, abaphathi benkampani bethule ukuthi umfutho omkhulu wokukhula kwemali engenayo ezindaweni zakamuva uqhamuka ekwenyukeni okuqhubekayo nokusheshayo kwemikhiqizo yenkampani ezimotweni ezintsha zamandla, ama-photovoltaics, ukugcinwa kwamandla, amandla omoya kanye ezinye izimboni, kanye nokukhula okuqhubekayo kwesabelo semakethe;Ngokukhishwa komphumela wesilinganiso, ukwenziwa ngcono kwesakhiwo somkhiqizo, kanye nokwenza ngcono ukukhiqizwa nokusebenza kahle, umkhawulo wenzuzo yonke yenkampani uyaqhubeka nokukhula.
Ngokombono wesakhiwo semali engenayo, ngoJanuwari-Septhemba, imali engenayo ye-Star Semiconductor evela embonini entsha yamandla (okuhlanganisa izimoto ezintsha zamandla, ukukhiqizwa kwamandla amasha, nokugcinwa kwamandla) yaba ngaphezu kwesigamu, yaba amandla amakhulu okuqhuba ukusebenza kwenkampani. ukukhula.Phakathi kwawo, amamojula wenkampani we-semiconductor wezinga lezimoto asetshenziswe kabanzi kubakhiqizi bezimoto ezintsha ezijwayelekile ezifuywayo iminyaka eminingi, futhi isabelo sawo semakethe siyakhula, futhi isibe umphakeli oyinhloko wamamojula we-automotive-grade power semiconductor entsha yasekhaya. izimoto zamandla.
Ngokusho kokudalulwa kwangaphambilini, amamojula we-IGBT we-Star Semiconductor's automotive-grade IGBT yezilawuli ezinkulu zezimoto aqhubekile nokukhula, ngenani lezimoto ezintsha ezinamandla ezingaphezu kuka-500,000 engxenyeni yokuqala yonyaka, futhi kulindeleke ukuthi isibalo sezimoto siphinde sikhuphuke. engxenyeni yesibili yonyaka, lapho kuzofakwa izinhlobo ezingaphezu kuka-200,000 ze-A-class nangaphezulu.
(2)Hongwei Technology
Umkhiqizi we-IGBT i-Hongwei Technology nayo yazuza ekuthuthukisweni kwemakethe entsha yamandla, futhi inkampani yazuza inzuzo eyizigidi ezingu-61.25 zamayuan ezingxenyeni ezintathu zokuqala zalo nyaka, ukwanda konyaka nonyaka cishe ngama-30%;Phakathi kwazo, ikota yesithathu ithole ama-yuan ayizigidi ezingu-29.01, ukukhuphuka konyaka nonyaka okucishe kuphindeke kabili, kanti umkhawulo wenzuzo enkulu yokuthengisa ube ngu-21.77%, cishe uhhafu we-Star Semiconductor.
Mayelana nomehluko ku-gross profit margin, izikhulu zeMacro Micro Technology zaveza ocwaningweni lwesikhungo ngoNovemba ukuthi isamba senzuzo yenkampani yonyaka wonke ka-2022 sisezingeni elifanayo nelika-2021, futhi lisekhona igebe elithile. nezinkampani ezisembonini efanayo, ezithinteka kakhulu ngokukhuphuka kwemigqa yokukhiqiza.
Inkampani ithole ama-oda amaningi, kodwa ngenxa yokushoda kwezinto zokusetshenziswa eziwumgogodla okhuphuka nomfula kanye nomthamo osanda kwengezwa wenkampani wokuhlola okuvaliwe kusesesigabeni sokukhuphuka, ayikwazi ukuhlangabezana ngokugcwele nesidingo semakethe okwamanje.Abaphathi be-Macro Micro Technology bethule ukuthi, ngenxa yokwanda okukhulu kwemali engenayo yenkampani ezimotweni zikagesi ze-photovoltaic nezinye izinkambu, inkampani isabela ngenkuthalo izidingo zamakhasimende angezansi, futhi ukutshalwa kwempahla kusenesikhathi, kuyilapho izindleko zokwehla zikhuphuka kakhulu. .Ngaphezu kwalokho, wonke umugqa wokukhiqiza wokwandisa usesesigabeni sokukhuphuka, futhi izinga lokusebenzisa amandla lidinga ukuthuthukiswa.Ngokuzayo, ngokulungiswa kwesakhiwo senkampani sokufaka isicelo esingezansi, ukuthuthukiswa kokusetshenziswa kwamandla kanye nokuvela komphumela wesikali, kulindeleke ukuthi kuthuthukiswe umkhawulo wenzuzo yenkampani.
(3)I-Silan micro
NjengoI-semiconductor yemodi ye-IDM, Imikhiqizo eyinhloko ye-Silan Micro ihlanganisa amasekhethi ahlanganisiwe, amadivaysi e-semiconductor discrete, nemikhiqizo ye-LED.Ezingxenyeni ezintathu zokuqala zalo nyaka, inkampani ithole inzuzo eyizigidi ezingu-774 zama-yuan, okuwukukhuphuka konyaka ngonyaka ka-6.43%, okuthinteke ukwehla kwesidingo emakethe ye-electronics yabathengi ephansi, imingcele yamandla, njll., i-chip yenkampani kanye nama-oda e-LED enqatshiwe, futhi inzuzo yonke yenkampani engxenyeni yesithathu yehle cishe ngo-40% unyaka nonyaka.
Ocwaningweni lwakamuva lwesikhungo, abaphathi be-Silan Micro babikezele ukuthi imali engenayo yenkampani kulindeleke ukuthi ikhuphuke kancane kancane engxenyeni yesine, futhi imikhiqizo emisha yamandla ezimoto kancane kancane iye yahlangabezana nezimo zenani elikhulu lokuthunyelwa;Ikota yesine yemakethe yezimpahla ezimhlophe izoba yisikhathi esiphezulu, esinganwetshwa engxenyeni yokuqala yonyaka ozayo;Ikota yesine yemakethe yezimpahla ezimhlophe izoba yisikhathi esiphezulu, esinganwetshwa engxenyeni yokuqala yonyaka ozayo;
Emakethe ye-IGBT, amashubhu namamojula awodwa we-IGBT we-Silan Micro asetshenziswe kabanzi emkhakheni wezimboni futhi anwetshwa emandleni amasha nasezimotweni.Ngokwemibiko, umthamo wokukhiqiza wanyanga zonke we-IGBT we-12-inch wenkampani uyizingcezu eziyi-15,000, kodwa uthintwe ukushoda kwama-substrates, izinga langempela alikafinyelelwa, futhi okwamanje liyaxazululwa, kanye nolayini wenkampani ongu-8-intshi no-6- umugqa wama-intshi unomthamo wokukhiqiza we-IGBT, ngakho-ke ingxenye yemali engenayo yomkhiqizo ehlobene ne-IGBT ikhule kakhulu, futhi ukukhula okwengeziwe kulindeleke esikhathini esizayo.
Inkinga enkulu esibhekene nayo manje wukuthi kushoda i-substrate.Thina nabaphakeli abakhuphuka nomfula sikhuthaza ngenkuthalo isisombululo se-FRD(indawo yokululama ngokushesha), ebeyinkinga enkulu kithi kwikota yesibili, futhi manje siyayixazulula kancane kancane, kusho isikhulu esiphezulu se-Shlan Micro.
(4)Abanye
Ngaphezu kwamabhizinisi ashiwo ngenhla, ibhizinisi le-IGBT lezinkampani ezisebenza ngamasemiconductor njenge-BYD Semiconductor, Times Electric, China Resources Micro, kanye neXinjieneng lizuze intuthuko enkulu, kanti nemikhiqizo ye-IGBT yezinga lezimoto nayo izuze impumelelo enkulu emakethe.
I-China Resources Micro ithe ocwaningweni lwe-ejensi eyamukelayo ukuthi amandla okukhiqiza olayini we-IGBT8-intshi ayakhula, kanti ulayini wokukhiqiza we-Chongqing 12-intshi nawo unokuhlelwa kwamandla emikhiqizo ye-IGBT.Kulo nyaka i-IGBT kulindeleke ukuthi izuze ukuthengiswa kwezigidi ezingu-400, ngonyaka ozayo ukuze kuphindwe kabili ukuthengiswa kwemikhiqizo ye-IGBT embonini yezimoto ukulawula amandla amasha kanye neminye imikhakha yokuthengisa ukuze kuqhubeke kwanda, okwamanje kubalwa ku-85%.
I-Times Electric nayo isanda kumemezela ukuthi ihlose ukukhulisa inhloko-dolobha ye-Zhuzhou CRRC Times Semiconductor Co., Ltd. ngama-yuan ayizigidi eziyizinkulungwane ezingu-2.46, futhi ukukhuphuka kwemali kuzosetshenziselwa i-CRRC Times Semiconductor ukuthenga ingxenye yempahla yengxenye yezimoto esekela amaphrojekthi wokwakha. (kuhlanganise namaphrojekthi e-IGBT) avela enkampanini.
Abakhiqizi be-IGBT bafaka isikhathi sebhonasi, umthombo we-"spoiler" wokungapheli
Isikhathi sokuhlukaniswa kwe-IGBT sesivele okokuqala, esihehe izakhiwo eziningi ezintsha.
(1)Xinpengwei
Muva nje, uXinpengwei uthe ocwaningweni lwesikhungo ukuthi iphrojekthi yenkampani ka-2022 yokuqongelela imali ehleliwe - iphrojekthi entsha yemoto yamandla izothuthukisa ama-chips okulawula ukuphakelwa kwamandla kagesi aphezulu, ama-high-voltage half-bridge driver chips, high-voltage isolation driver chips, high- I-voltage auxiliary source chips, kanye namadivayisi ahlakaniphile e-IGBT ne-SiC.
Imikhiqizo eyinhloko ye-Xinpeng Micro ama-chips okuphatha amandla e-PMIC, i-AC-DC, i-DC-DC, i-Gate Driver kanye namadivayisi kagesi asekelayo, kanye nama-chips okuphatha amandla asebenzayo anenani elingaphezu kwengxenye yezinombolo ezingu-1300.
UXinpengwei uthe eminyakeni emithathu ezayo, inkampani izokwethula imikhiqizo eseqophelweni eliphezulu edidiyelwe ye-semiconductor kagesi emakethe yokulawula izimboni esekelwe ku-Smart-SJ, i-Smart-SGT, i-Smart-Trench, i-Smart-GaN entsha yesikhulumi sobuchwepheshe be-intelligent power chip. .
(2) I-Geely
Ngo-Okthoba 2021, kwabikwa ukuthi i-IGBT ye-Geely isathuthukiswa.Muva nje, inkundla yokubhida yakwa-Geely ikhiphe “Isimemezelo Sokubhida Sephrojekthi Yokuqondisa Yesigaba Sokuqala Sephrojekthi Yokuguqula Imboni Yezinto Ezincane Kagesi ye-Jinneng”. Lesi simemezelo siveze ukuthi u-Geely ujoyine ithimba elizakhele lona lokupakishwa kwe-IGBT.
Ngokwesimemezelo, isigaba sokuqala sephrojekthi yokuguqulwa kwefekthri ye-Jinneng Microelectronics sicishe sibe ngamamitha-skwele ayi-5,000, kanti isigaba sokuqala sesikhungo esinomphumela wonyaka wamasethi angu-600,000 wamamojula wamandla e-IGBT, ikakhulukazi ahlanganisa ama-square metres angu-3,000 we-10,000. amamitha-skwele amagumbi ahlanzekile namalabhorethri, 1,000 square metres eziteshini zikagesi, kanye 1,000 square metres indawo yokugcina impahla kanye nehhovisi.
Kubikwa ukuthi amasistimu okushayela ugesi weI-Geely New Energy(okuhlanganisa i-Geely, i-Lynk & Co, i-Zeekr ne-Ruilan), uhlobo oluhlanganyelwe lwe-Smart Motor ne-Polestar cishe zonke zisebenzisa amamojula wamandla e-IGBT.I-Extreme Krypton ne-Smart Motor zizosebenzisa ngokucacile i-400V SiC.
Isikhathi sokuthumela: Dec-12-2022