Kuphatikiza pa MCU ndi MPU, kusowa kwa tchipisi zamagalimoto ndi mphamvu yokhudzidwa kwambiri ya IC, yomwe IGBT ikadali yochepa, ndipo njira yobweretsera opanga ma IDM apadziko lonse lapansi yapitilizidwa kupitilira masabata a 50.Makampani apakhomo a IGBT amatsatira mosamalitsa momwe msika ukuyendera, ndipo mphamvu zopanga zikuchepa.
Pansi pa kuphulika kwa kutentha, kupereka ndi kufunikira kwaIGBTzothina kwambiri.
IGBT-grade IGBT ndiye gawo lalikulu la zowongolera magalimoto amagetsi atsopano, ma air conditioners agalimoto, milu yolipiritsa ndi zida zina.Mtengo wa zida zamagetsi zopangira mphamvu zama semiconductor m'magalimoto atsopano amagetsi ndi kuwirikiza kasanu kuposa magalimoto amtundu wamafuta.Pakati pawo, IGBT imawerengera pafupifupi 37% ya mtengo wamagetsi amagetsi amagetsi atsopano, kotero ndi imodzi mwa zipangizo zamagetsi zamagetsi zamagetsi.
Mu 2021, kugulitsa kwa magalimoto atsopano aku China kunali mayunitsi 3.52 miliyoni, kuwonjezeka kwa chaka ndi 158%;Zogulitsa mu theka loyamba la 2022 zinali mayunitsi 2.6 miliyoni, kuwonjezeka kwa chaka ndi chaka pafupifupi nthawi 1.2.Zikuyembekezeka kuti kugulitsa magalimoto amagetsi atsopano kupitilira kukwera pafupifupi mayunitsi 5.5 miliyoni mu 2022, kukula kwa chaka ndi chaka pafupifupi 56%.Motsogozedwa ndi kukula kwachangu kwa kupanga magalimoto atsopano ndi kugulitsa, kufunikira kwa IGBT kukukulirakulira.
Komabe, kuchuluka kwamakampani amagalimoto a IGBT ndikokwera kwambiri.Chifukwa cha kutsimikizika kwanthawi yayitali kwa ma module a IGBT amtundu wamagalimoto komanso zofunikira zaukadaulo komanso zodalirika, zomwe zikuchitika padziko lonse lapansi zimakhazikika kwambiri mwa opanga IDM, kuphatikiza Infineon, ON Semiconductor, SEMIKRON, Texas Instruments, STMicroelectronics, Mitsubishi Electric, ndi zina zambiri. Zowonadi, mafakitale ena a IDM adanenedwa poyera pakati pa chaka, ndipo maoda anali odzaza mpaka 2023 (sikupatulapo kuti makasitomala ena atha kukhala ndi maoda ochulukirapo).
Pankhani ya nthawi yobereka, nthawi yobweretsera ya opanga zazikulu zakunja nthawi zambiri imakhala pafupifupi masabata 50.Malingana ndi lipoti la msika la Future Electronics 'Q4, IGBT, Infineon nthawi yobereka ndi masabata a 39-50, nthawi yoperekera IXYS ndi masabata a 50-54, nthawi yobereka ya Microsemi ndi masabata a 42-52, ndipo nthawi yobereka ya STMicroelectronics ndi masabata a 47-52.
Chifukwa chiyani kuchepa kwadzidzidzi kwa gauge yagalimoto IGBT?
Choyamba, nthawi yomanga mphamvu yopanga ndi yayitali (nthawi zambiri pafupifupi zaka 2), ndipo kukula kwa kupanga kumakumana ndi zovuta pakugula zida, ndipo ndikofunikira kulipira ndalama zambiri kuti mugule zida zachiwiri.Ngati mphamvu zoperekera IGBT pamsika ndizokulirapo kuposa zomwe zimafunikira, mtengo wa GBT udzatsika mwachangu.Infineon, Mitsubishi ndi Fujifilm ndi omwe amapanga zoposa makumi asanu ndi atatu pamlingo wapadziko lonse lapansi, ndipo kufunikira kwa msika ndichinthu chofunikira kwambiri chomwe amayenera kuganizira.Kachiwiri, zofunikira za msinkhu wa galimoto ndizokwera kwambiri, zikamalizidwa, zomwe zimapangidwira sizingasinthidwe kwakanthawi, ngakhale kuti onse ndi IGBT, koma chifukwa ali m'magawo osiyanasiyana, zofunikira za IGBT ndizosiyana kwambiri, ndipo palibe kuthekera. kusakaniza, zomwe zimapangitsa kuti pakhale mtengo wokwera wowonjezera mizere yopangira ndipo sangathe kugawidwa.
Makampani a IGBT ali ndi dongosolo lathunthu, ndipo mphamvu zopanga ndizosowa
Chifukwa cha nthawi yayitali yotsogola ya IGBT ya IDM yapadziko lonse lapansi, opanga ma EV oyambira akupitilizabe kutembenukira kwa ogulitsa akumaloko.Chotsatira chake, opanga ambiri a ku China a IGBT akutsata mwakhama ntchito zowonjezera mphamvu, popeza alandira kale chiwerengero chachikulu cha malamulo a IGBT kuchokera kwa opanga magalimoto.
(1)Nyenyezi Semiconductor
Monga mtsogoleri wa IGBT, Star Semiconductor adapeza phindu la yuan 590 miliyoni m'magawo atatu oyambirira a chaka chino, kuwonjezeka kwa chaka ndi chaka kwa nthawi za 1.21, kukula kwake kunadutsa ndalama zogwirira ntchito, ndipo ndalama zogulitsira malonda zinafika pa 41.07. %, chiwonjezeko kuchokera kotala lapitalo.
Pachidule cha zotsatira za kotala lachitatu pa Disembala 5, oyang'anira kampaniyo adawonetsa kuti mphamvu yayikulu pakukweza ndalama m'magawo aposachedwa idachokera pakuwonjezeka kosalekeza komanso kofulumira kwa zinthu zomwe kampaniyo idapanga pamagalimoto amagetsi atsopano, ma photovoltaics, kusungirako mphamvu, mphamvu yamphepo ndi mafakitale ena, ndi kuwonjezeka kosalekeza kwa magawo amsika;Ndi kutulutsidwa kwa mphamvu, kukhathamiritsa kwazinthu, ndikuwongolera kapangidwe ndi magwiridwe antchito, phindu lalikulu la kampani likupitilira kukula.
Malinga ndi momwe ndalama zimagwirira ntchito, mu Januwale ~ Seputembala, ndalama za Star Semiconductor kuchokera kumakampani opanga mphamvu zatsopano (kuphatikiza magalimoto amagetsi atsopano, magetsi opangira magetsi atsopano, ndi kusungirako mphamvu) zidapitilira theka, kukhala mphamvu yayikulu yoyendetsera kampaniyo. kukula.Pakati pawo, ma module a semiconductor amakampani akhala akugwiritsidwa ntchito kwambiri kwa opanga magalimoto amagetsi atsopano kwazaka zambiri, ndipo gawo lake la msika likukulirakulira, ndipo lakhala gawo lalikulu la ma semiconductor amagetsi amagetsi amagetsi atsopano. magalimoto amphamvu.
Malinga ndi zomwe zidawululidwa m'mbuyomu, ma module a IGBT a Star Semiconductor owongolera magalimoto akupitilira kukula, ndi magalimoto opitilira 500,000 amphamvu mu theka loyamba la chaka, ndipo zikuyembekezeredwa kuti kuchuluka kwa magalimoto kudzawonjezeka. mu theka lachiwiri la chaka, pomwe mitundu yopitilira 200,000 A-class ndi pamwambapa idzakhazikitsidwa.
(2)Hongwei Technology
Wopanga IGBT Hongwei Technology adapindulanso ndi chitukuko cha msika watsopano wamagetsi, ndipo kampaniyo idapeza phindu la yuan miliyoni 61.25 m'magawo atatu oyambirira a chaka chino, kuwonjezeka kwa chaka ndi chaka pafupifupi 30%;Pakati pawo, gawo lachitatu linapeza 29.01 miliyoni yuan, kuwonjezeka kwa chaka ndi chaka pafupifupi kuwirikiza kawiri, ndipo phindu lalikulu la malonda linali 21.77%, pafupifupi theka la Star Semiconductor.
Pankhani ya kusiyana kwa phindu lalikulu, oyang'anira Macro Micro Technology adawonetsa mu kafukufuku wamabungwe mu Novembala kuti phindu lalikulu la kampani mchaka chonse cha 2022 lili pamlingo wofanana ndi wa 2021, ndipo pakadali kusiyana kwina. ndi makampani omwe ali mumakampani omwewo, omwe amakhudzidwa makamaka ndi kukwera kwa mizere yopanga.
Kampaniyo yalandira ma oda ambiri, koma chifukwa cha kuchepa kwa zida zopangira zida zoyambira kumtunda komanso kuchuluka kwa mayeso otsekedwa komwe kampaniyo idakalipobe, sikungakwaniritse zomwe msika ukufunikira pakadali pano.Akuluakulu a Macro Micro Technology adalengeza kuti, chifukwa chakuwonjezeka kwakukulu kwa ndalama za kampani mu magalimoto amagetsi a photovoltaic ndi madera ena, kampaniyo imayankha zofuna za makasitomala akumunsi, ndipo ndalama zogulira katundu zili pasadakhale, pamene mtengo wamtengo wapatali ukuwonjezeka kwambiri. .Kuonjezera apo, njira yonse yopangira zowonjezera idakali pa siteji yokwera, ndipo mphamvu yogwiritsira ntchito mphamvu iyenera kukonzedwa.M'tsogolomu, ndi kusintha kwa kayendetsedwe ka ntchito zamakampani, kupititsa patsogolo kagwiritsidwe ntchito ka mphamvu ndi kuwonekera kwa sikelo, zikuyembekezeka kukweza phindu lalikulu la kampani.
(3)Silan micro
Monga ndiIDM mode semiconductor, Zogulitsa zazikulu za Silan Micro zimaphatikizapo mabwalo ophatikizika, zida za semiconductor discrete, ndi zinthu za LED.Mu magawo atatu oyambirira a chaka chino, kampaniyo inapeza phindu la 774 miliyoni yuan, kuwonjezeka kwa chaka ndi chaka kwa 6.43%, zomwe, zomwe zimakhudzidwa ndi kuchepa kwa kufunikira kwa msika wamagetsi otsika mtengo, zoletsa mphamvu, etc., chipangizo cha kampani chip ndi maoda a LED adatsika, ndipo phindu la kampaniyo mu gawo lachitatu latsika ndi pafupifupi 40% pachaka.
Pakafukufuku waposachedwa wa mabungwe, oyang'anira a Silan Micro adaneneratu kuti ndalama za kampaniyo zikuyembekezeka kukwera pang'onopang'ono mgawo lachinayi, ndipo zida zamagetsi zatsopano zamagalimoto zakhala zikukumana ndi zomwe zimafunikira pakutumiza kwakukulu;Gawo lachinayi la msika wa katundu woyera lidzakhala nyengo yapamwamba, yomwe ingathe kupitilira theka loyamba la chaka chamawa;Gawo lachinayi la msika wa katundu woyera lidzakhala nyengo yapamwamba, yomwe ingathe kupitilira theka loyamba la chaka chamawa;
Mumsika wa IGBT, machubu ndi ma module a Silan Micro a IGBT akhala akugwiritsidwa ntchito kwambiri m'mafakitale ndikukulitsidwa kukhala mphamvu zatsopano ndi magalimoto.Malinga ndi malipoti, mphamvu yopanga mwezi wa 12-inch IGBT ya kampaniyo ndi zidutswa za 15,000, koma zokhudzidwa ndi kuchepa kwa magawo, muyezo weniweniwo sunafikirebe, ndipo pakali pano ukuthetsedwa, kuphatikiza mzere wa 8-inch wamakampani ndi 6- inchi ili ndi mphamvu yopangira IGBT, kotero kuti gawo la ndalama zokhudzana ndi IGBT lawonjezeka kwambiri, ndipo kukula kwina kumayembekezeredwa mtsogolo.
Vuto lalikulu lomwe tikukumana nalo tsopano ndikuti pali kuchepa kwa gawo lapansi.Ife ndi ogulitsa kumtunda tikulimbikitsa kwambiri yankho la FRD (fast recovery diode), lomwe linali vuto lalikulu kwa ife mu gawo lachiwiri, ndipo tsopano tikulithetsa pang'onopang'ono, adatero mkulu wa bungwe la Shlan Micro.
(4)Ena
Kuphatikiza pa mabizinesi omwe tawatchulawa, bizinesi ya IGBT yamakampani opanga ma semiconductor monga BYD Semiconductor, Times Electric, China Resources Micro, ndi Xinjieneng yachita bwino kwambiri, ndipo zida zamagalimoto za IGBT zachitanso bwino kwambiri pamsika.
China Resources Micro inanena mu kafukufuku wa bungwe lolandira kuti mphamvu yopangira mzere wa IGBT8-inchi ikukulirakulira, ndipo mzere wa Chongqing 12-inch ulinso ndi luso lokonzekera zinthu za IGBT.Chaka chino IGBT ikuyembekezeka kukwaniritsa malonda a 400 miliyoni, chaka chamawa kuwirikiza kawiri kugulitsa kwa zinthu za IGBT mumakampani opanga magalimoto kuwongolera mphamvu zatsopano ndi magawo ena ogulitsa kuti achuluke, omwe akuwerengera 85%.
Times Electric nayenso posachedwapa adalengeza kuti akufuna kuonjezera likulu la Zhuzhou CRRC Times Semiconductor Co., Ltd. ndi 2.46 biliyoni ya yuan, ndipo kuwonjezeka kwa likulu kudzagwiritsidwa ntchito kwa CRRC Times Semiconductor kugula mbali ya katundu wa gawo la magalimoto othandizira ntchito zomanga. (kuphatikiza ma projekiti a IGBT) kuchokera ku kampani.
Opanga IGBT amalowetsa nthawi ya bonasi, gwero la "spoiler" losatha
Nthawi yagawo ya IGBT idawonekera koyamba, zomwe zakopa masanjidwe ambiri atsopano.
(1)Xinpengwei
Posachedwapa, a Xinpengwei adanena mu kafukufuku wa bungwe kuti polojekiti ya 2022 yokhazikika yopezera ndalama - pulojekiti yatsopano yamagetsi yamagetsi idzapanga tchipisi tamagetsi amphamvu kwambiri, tchipisi tambiri ta theka la mlatho, tchipisi tambiri todzipatula tokha, tchipisi chothandizira magetsi, ndi zida zanzeru za IGBT ndi SiC.
Zogulitsa zazikulu za Xinpeng Micro ndi tchipisi tamagetsi PMIC, AC-DC, DC-DC, Gate Driver ndi zida zothandizira magetsi, ndipo tchipisi tamagetsi zogwira ntchito zomwe zilipo panopa zimaposa magawo 1300.
Xinpengwei adati m'zaka zitatu zikubwerazi, kampaniyo ikhazikitsa zida zapamwamba zophatikizika zama semiconductor pamsika wowongolera mafakitale potengera Smart-SJ, Smart-SGT, Smart-Trench, Smart-GaN yatsopano yaukadaulo yaukadaulo waukadaulo wamagetsi. .
(2) Mwala
Mu Okutobala 2021, zidanenedwa kuti IGBT ya Geely ikupangidwa.Posachedwapa, Geely akuyitanitsa nsanja anatulutsa "Bidding Announcement for Supervision Project of the First Phase of Jinneng Microelectronics Factory Transformation Project" .Chilengezocho chinasonyeza kuti Geely adalowa nawo gulu lodzipangira la IGBT.
Malinga ndi kulengeza, gawo loyamba la ntchito fakitale kusintha Jineng Microelectronics ndi za 5,000 lalikulu mamita, ndi gawo loyamba la zomera ndi linanena bungwe pachaka 600,000 wa magawo mphamvu IGBT mphamvu yamangidwa, makamaka kuphatikizapo 3,000 lalikulu mamita 10,000. masikweya mita a zipinda zoyera ndi ma laboratories, masikweya mita 1,000 a malo opangira magetsi, ndi masikweya mita 1,000 a nyumba yosungiramo zinthu ndi maofesi.
Akuti machitidwe amagetsi pagalimoto aMalingaliro a kampani Geely New Energy(kuphatikiza Geely, Lynk & Co, Zeekr ndi Ruilan), mtundu wa Smart Motor ndi Polestar pafupifupi onse amagwiritsa ntchito ma module a IGBT.Extreme Krypton ndi Smart Motor azigwiritsa ntchito bwino 400V SiC.
Nthawi yotumiza: Dec-12-2022