Ntxiv rau MCU thiab MPU, qhov tsis txaus ntawm cov tsheb tsav tsheb yog qhov kev txhawj xeeb tshaj plaws ntawm lub zog IC, uas IGBT tseem tsis txaus, thiab lub voj voog xa khoom ntawm thoob ntiaj teb IDM cov tuam txhab tau txuas ntxiv mus rau ntau tshaj 50 lub lis piam.Cov tuam txhab IGBT hauv tsev tau ua raws li kev lag luam sib txawv, thiab kev tsim khoom muaj peev xwm tsis txaus.
Raws li kev tawg ntawm tshav kub, cov khoom siv thiab kev thov ntawmIGBTnruj heev.
Automotive-qib IGBT yog lub hauv paus tseem ceeb ntawm lub zog tshiab lub tsheb lub cev muaj zog tswj, lub tshuab cua txias, cov pawg them nyiaj thiab lwm yam khoom siv.Tus nqi ntawm cov khoom siv hluav taws xob semiconductor hauv cov tsheb tshiab lub zog yog ntau dua tsib npaug ntawm cov tsheb roj ib txwm muaj.Ntawm lawv, IGBT suav txog kwv yees li 37% ntawm tus nqi ntawm kev tswj hwm hluav taws xob ntawm lub zog tshiab, yog li nws yog ib qho tseem ceeb tshaj plaws hauv cov khoom siv hluav taws xob hauv kev tswj hluav taws xob.
Nyob rau hauv 2021, Tuam Tshoj lub zog tshiab tsheb muag yog 3.52 lab units, ib xyoos ib zaug nce ntawm 158%;Kev muag khoom hauv thawj ib nrab ntawm 2022 yog 2.6 lab units, ib xyoos ib zaug nce ze li ntawm 1.2 npaug.Nws cia siab tias kev muag khoom ntawm lub zog tshiab tsheb yuav txuas ntxiv mus txog li 5.5 lab units hauv 2022, qhov kev loj hlob ib xyoos ib zaug ntawm kwv yees li 56%.Tsav los ntawm kev loj hlob sai ntawm kev tsim tsheb tshiab thiab kev muag khoom, qhov kev thov rau IGBT tau loj hlob sai.
Txawm li cas los xij, qhov concentration ntawm automotive-qib IGBT kev lag luam yog siab heev.Vim lub voj voog pov thawj ntev ntawm automotive-qib IGBT modules thiab cov kev xav tau siab thiab kev ntseeg siab, cov khoom siv thoob ntiaj teb tam sim no tseem yog cov tseem ceeb hauv IDM cov tuam txhab, suav nrog Infineon, ON Semiconductor, SEMIKRON, Texas Instruments, STMicroelectronics, Mitsubishi Electric, thiab lwm yam. Qhov tseeb, qee lub tuam txhab IDM tau tshaj tawm rau lub sijhawm nruab nrab ntawm lub xyoo, thiab kev txiav txim tau puv mus txog rau xyoo 2023 (nws tsis suav nrog qee cov neeg siv khoom yuav tau xaj ntau dhau).
Hais txog lub sijhawm xa khoom, lub sijhawm xa khoom tam sim no ntawm cov tuam txhab loj txawv teb chaws feem ntau yog li 50 lub lis piam.Raws li yav tom ntej Electronics 'Q4 kev lag luam qhia, IGBT, Infineon lub sijhawm xa khoom yog 39-50 lub lis piam, IXYS lub sijhawm xa khoom yog 50-54 lub lis piam, Microsemi lub sijhawm xa khoom yog 42-52 lub lis piam, thiab STMicroelectronics lub sijhawm xa khoom yog 47-52 lub lis piam.
Vim li cas qhov tsis txaus ntawm lub tsheb ntsuas IGBT?
Ua ntej tshaj plaws, lub sijhawm tsim kho ntawm lub peev xwm tsim tau ntev (feem ntau yog li 2 xyoos), thiab kev nthuav dav ntawm kev tsim khoom ntsib teeb meem hauv kev yuav khoom, thiab nws yuav tsum tau them tus nqi siab los yuav cov khoom siv thib ob.Yog hais tias lub peev xwm ntawm IGBT nyob rau hauv kev ua lag luam yog ntau dua li qhov kev thov, tus nqi ntawm GBT yuav poob sai heev.Infineon, Mitsubishi thiab Fujifilm account rau ntau tshaj yim caum feem pua ntawm lub ntiaj teb no lub peev xwm ntau lawm, thiab kev lag luam xav tau yog qhov tseem ceeb uas lawv yuav tsum xav txog.Qhov thib ob, cov kev cai ntawm lub tsheb theem kuj siab, ib zaug ua tiav, cov khoom specifications tsis tuaj yeem hloov kho ib ntus, txawm hais tias lawv yog tag nrho IGBT, tab sis vim lawv nyob rau hauv ntau subdivisions, cov kev cai rau IGBT yog txawv kiag li, thiab tsis muaj peev xwm. ntawm kev sib xyaw, ua rau tus nqi siab ntawm cov kab ntau lawm thiab tsis tuaj yeem muab faib ua ke.
IGBT tuam txhab uas muag muaj ib tug tag nrho kev txiav txim ntim, thiab ntau lawm muaj peev xwm nyob rau hauv luv luv mov
Vim lub sij hawm ntev IGBT txhuas lub sij hawm ntawm thoob ntiaj teb IDM, domestic EV start-up automakers txuas ntxiv tig mus rau cov neeg muag khoom hauv zos.Raws li qhov tshwm sim, ntau lub tuam txhab suav IGBT tseem tab tom nrhiav cov peev txheej nthuav dav, vim lawv twb tau txais ntau qhov kev txiav txim ntawm IGBT los ntawm cov kws tsim tsheb.
(1)Lub hnub qub semiconductor
Raws li tus thawj coj IGBT, Lub Hnub Qub Semiconductor tau ua tiav cov txiaj ntsig ntawm 590 lab yuan hauv thawj peb lub hlis twg ntawm lub xyoo no, ib xyoos ib zaug nce ntawm 1.21 npaug, qhov kev loj hlob tau tshaj cov nyiaj tau los ntawm kev ua haujlwm, thiab kev muag khoom tag nrho mus txog 41.07. %, nce los ntawm lub quarter dhau los.
Nyob rau lub quarter thib peb cov ntsiab lus luv luv rau lub Kaum Ob Hlis 5, lub tuam txhab cov thawj coj tau qhia tias lub ntsiab tsav tsheb rau kev loj hlob ntawm cov nyiaj tau los hauv peb lub hlis twg tsis ntev los no los ntawm kev nce ntxiv thiab nrawm ntawm lub tuam txhab cov khoom hauv lub zog tshiab, photovoltaics, lub zog cia, cua zog thiab lwm yam kev lag luam, thiab kev nce ntxiv hauv kev ua lag luam;Nrog rau kev tso tawm ntawm cov nyhuv nplai, cov khoom tsim kho kom zoo, thiab kev txhim kho kev tsim khoom thiab kev ua haujlwm zoo, lub tuam txhab cov txiaj ntsig tag nrho txuas ntxiv mus ntxiv.
Los ntawm qhov kev xav ntawm cov qauv nyiaj tau los, nyob rau lub Ib Hlis ~ Lub Cuaj Hli, Star Semiconductor cov nyiaj tau los ntawm kev lag luam hluav taws xob tshiab (nrog rau lub zog tshiab tsheb, lub zog hluav taws xob tshiab, thiab lub zog cia) suav nrog ntau dua ib nrab, dhau los ua lub luag haujlwm tseem ceeb ntawm lub tuam txhab kev ua haujlwm. kev loj hlob.Ntawm lawv, lub tuam txhab automotive-qib semiconductor modules tau dav siv nyob rau hauv domestic mainstream tshiab zog tsheb manufacturers tau ntau xyoo, thiab nws cov lag luam feem ntau tau nce, thiab nws tau dhau los ua tus neeg muag khoom tseem ceeb ntawm automotive-qib fais fab semiconductor modules rau domestic tshiab. tsheb zog.
Raws li kev tshaj tawm yav dhau los, Star Semiconductor's automotive-qib IGBT modules rau cov tswj lub cev muaj zog txuas ntxiv mus ntxiv, nrog rau tag nrho ntau dua 500,000 lub zog tshiab tsheb hauv thawj ib nrab ntawm lub xyoo, thiab xav tias cov tsheb yuav nce ntxiv. nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, ntawm uas ntau tshaj 200,000 A-chav kawm ntawv thiab saum toj no qauv yuav raug ntsia.
(2)Hongwei Technology
IGBT chaw tsim tshuaj paus Hongwei Technology kuj tau txais txiaj ntsig los ntawm kev txhim kho lub zog tshiab kev lag luam, thiab lub tuam txhab ua tiav cov nyiaj tau los ntawm 61.25 lab yuan hauv thawj peb lub hlis twg ntawm lub xyoo no, ib xyoos ib zaug nce li ntawm 30%;Ntawm lawv, lub quarter thib peb ua tiav 29.01 lab yuan, ib xyoos ib zaug nce yuav luag ob npaug, thiab cov txiaj ntsig tag nrho ntawm kev muag khoom yog 21.77%, kwv yees li ib nrab ntawm Star Semiconductor.
Hais txog qhov sib txawv ntawm cov nyiaj tau los tag nrho, cov thawj coj ntawm Macro Micro Technology tau taw qhia hauv kev tshawb fawb hauv lub Kaum Ib Hlis tias lub tuam txhab cov nyiaj tau los tag nrho rau tag nrho xyoo 2022 yog nyob rau tib theem li xyoo 2021, thiab tseem muaj qee qhov sib txawv. nrog cov tuam txhab hauv tib txoj kev lag luam, feem ntau cuam tshuam los ntawm kev nce ntawm cov kab ntau lawm.
Lub tuam txhab tau txais ntau qhov kev txiav txim, tab sis vim qhov tsis txaus ntawm cov khoom siv raw khoom thiab lub tuam txhab cov peev txheej tshiab ntawm kev kaw kaw tseem nyob rau theem nce, nws tsis tuaj yeem ua tau raws li kev lag luam xav tau tam sim no.Cov thawj coj ntawm Macro Micro Technology tau qhia tias, vim tias lub tuam txhab cov nyiaj tau los hauv photovoltaic hluav taws xob tsheb thiab lwm yam kev lag luam tau nce ntau, lub tuam txhab nquag teb rau cov kev xav tau ntawm cov neeg siv khoom hauv qab, thiab cov cuab yeej cuab tam tau nqis peev ua ntej, thaum tus nqi txo nqi nce ntxiv. .Tsis tas li ntawd, tag nrho cov kab ntau lawm ntawm kev nthuav dav tseem nyob rau theem nce, thiab kev siv lub peev xwm yuav tsum tau txhim kho.Nyob rau hauv lub neej yav tom ntej, nrog rau kev hloov kho ntawm lub tuam txhab downstream daim ntawv thov qauv, kev txhim kho kev siv lub peev xwm thiab qhov tshwm sim ntawm scale nyhuv, nws yuav tsum txhim kho lub tuam txhab cov nyiaj tau los tag nrho.
(3)Silan micro
Raws li ibIDM hom semiconductor, Silan Micro cov khoom tseem ceeb suav nrog kev sib xyaw ua ke, cov khoom siv hluav taws xob semiconductor discrete, thiab cov khoom siv LED.Hauv thawj peb lub hlis twg ntawm lub xyoo no, lub tuam txhab ua tiav cov nyiaj tau los ntawm 774 lab yuan, ib xyoos ib zaug nce ntawm 6.43%, uas cuam tshuam los ntawm kev poob qis hauv kev thov hauv cov khoom siv hluav taws xob qis qis, kev txwv fais fab, thiab lwm yam, lub tuam txhab cov khoom siv nti thiab LED xaj tau poob qis, thiab lub tuam txhab cov nyiaj tau los hauv peb lub hlis twg poob los ntawm kwv yees li 40% xyoo-rau-xyoo.
Hauv kev tshawb fawb hauv tuam txhab tsis ntev los no, Silan Micro cov thawj coj tau kwv yees tias lub tuam txhab cov nyiaj tau los yuav tsum nce tsis tu ncua nyob rau lub quarter thib plaub, thiab cov khoom siv hluav taws xob tshiab tau maj mam ua raws li cov xwm txheej rau ntau cov khoom xa tuaj;Lub quarter thib plaub ntawm cov khoom lag luam dawb yuav yog lub caij nyoog siab tshaj plaws, uas tuaj yeem txuas ntxiv mus rau thawj ib nrab xyoo tom ntej;Lub quarter thib plaub ntawm cov khoom lag luam dawb yuav yog lub caij nyoog siab tshaj plaws, uas tuaj yeem txuas ntxiv mus rau thawj ib nrab xyoo tom ntej;
Hauv kev ua lag luam IGBT, Silan Micro's IGBT ib leeg tub thiab cov qauv tau siv dav hauv kev lag luam thiab nthuav dav rau lub zog tshiab thiab tsheb.Raws li cov lus ceeb toom, lub tuam txhab 12-nti IGBT muaj peev xwm ntau lawm txhua hli yog 15,000 daim, tab sis cuam tshuam los ntawm qhov tsis txaus ntawm cov substrates, tus qauv tiag tiag tseem tsis tau mus txog, thiab tam sim no tau daws, ntxiv rau lub tuam txhab 8-nti kab thiab 6- inch kab muaj peev xwm tsim tau IGBT, yog li qhov kev faib ua feem ntawm IGBT cov khoom lag luam cov nyiaj tau los tau nce ntau, thiab kev loj hlob ntxiv yuav tsum tau ua yav tom ntej.
Qhov teeb meem tseem ceeb uas peb tab tom ntsib tam sim no yog qhov tsis txaus ntawm substrate.Peb thiab cov khoom siv hluav taws xob tau nquag txhawb kev daws teeb meem ntawm FRD (ceev rov qab diode), uas yog ib qho teeb meem loj rau peb nyob rau lub quarter thib ob, thiab tam sim no maj mam daws nws, hais tias tus thawj coj loj ntawm Shlan Micro.
(4)Lwm tus
Ntxiv rau cov lag luam uas tau hais los saum toj no, IGBT kev lag luam ntawm cov tuam txhab semiconductor xws li BYD Semiconductor, Times Electric, Tuam Tshoj Resources Micro, thiab Xinjieneng tau ua tiav kev txhim kho zoo, thiab cov khoom siv tsheb-qib IGBT kuj tau ua tiav zoo hauv kev ua lag luam.
Tuam Tshoj Resources Micro tau hais nyob rau hauv kev soj ntsuam ntawm lub koom haum tau txais hais tias lub peev xwm ntau lawm ntawm IGBT8-nti kab yog nthuav, thiab Chongqing 12-nti kab ntau lawm kuj muaj peev xwm npaj ntawm IGBT cov khoom.Xyoo no IGBT xav kom ua tiav 400 lab kev muag khoom, xyoo tom ntej yuav muab ob npaug rau kev muag khoom ntawm IGBT cov khoom lag luam hauv kev lag luam automotive tswj lub zog tshiab thiab lwm yam kev muag khoom kom nce ntxiv, tam sim no suav txog 85%.
Times Electric tseem tsis ntev los no tau tshaj tawm tias nws npaj siab yuav nce lub peev ntawm Zhuzhou CRRC Times Semiconductor Co., Ltd. los ntawm 2.46 billion yuan, thiab cov peev nyiaj nce yuav raug siv rau CRRC Times Semiconductor los yuav ib feem ntawm cov cuab tam ntawm automotive tivthaiv txhawb kev tsim kho. (nrog rau IGBT tej yaam num) los ntawm lub tuam txhab.
IGBT cov tuam txhab nkag mus rau lub sijhawm ntxiv, "spoiler" qhov chaw tsis muaj qhov kawg
Lub sijhawm IGBT cov nyiaj faib tau tshwm sim thawj zaug, uas tau nyiam ntau qhov kev teeb tsa tshiab.
(1)Xinpengwei
Tsis ntev los no, Xinpengwei tau hais hauv kev tshawb fawb hauv tuam txhab tias lub tuam txhab 2022 qhov kev nrhiav nyiaj txiag ruaj khov - lub zog tshiab lub tsheb chip project yuav tsuas yog tsim cov khoom siv hluav taws xob hluav taws xob tswj hluav taws xob, hluav taws xob ib nrab-tsheb tsav tsheb chips, high-voltage cais tsav tsheb chips, high- voltage auxiliary qhov chaw chips, thiab ntse IGBT thiab SiC li.
Cov khoom tseem ceeb ntawm Xinpeng Micro yog lub zog tswj chips PMIC, AC-DC, DC-DC, Gate Driver thiab txhawb nqa cov khoom siv hluav taws xob, thiab cov khoom siv hluav taws xob zoo tam sim no muaj ntau dua 1300 tus lej.
Xinpengwei tau hais tias nyob rau hauv peb lub xyoos tom ntej no, lub tuam txhab yuav tshaj tawm cov khoom siv hluav taws xob sib xyaw ua ke zoo tshaj plaws rau kev lag luam tswj kev lag luam raws li kev hloov kho tshiab Smart-SJ, Smart-SGT, Smart-Trench, Smart-GaN tshiab ntse zog chip technology platform. .
(2) Zoo
Thaum Lub Kaum Hli 2021, nws tau tshaj tawm tias Geely's IGBT tab tom txhim kho.Tsis ntev los no, Geely qhov kev sib tw platform tau tshaj tawm "Kev Tshaj Tawm Tshaj Tawm rau Kev Saib Xyuas Txoj Haujlwm ntawm Thawj Theem ntawm Jinneng Microelectronics Factory Transformation Project".
Raws li cov lus tshaj tawm, thawj theem ntawm lub Hoobkas hloov qhov project ntawm Jinneng Microelectronics yog hais txog 5,000 square meters, thiab thawj theem ntawm cov nroj tsuag nrog ib tug txhua xyoo tso zis ntawm 600,000 teev ntawm IGBT fais fab mov modules yog tsim, feem ntau suav nrog 3,000 square meters ntawm 10,000. square metres ntawm chav huv thiab chav kuaj, 1,000 square metres ntawm chaw nres tsheb fais fab, thiab 1,000 square meters ntawm warehouse thiab chaw ua haujlwm.
Nws tau tshaj tawm tias hluav taws xob tsav tshuab ntawmGeely Tshiab Zog(xws li Geely, Lynk & Co, Zeekr thiab Ruilan), qhov sib koom ua lag luam hom Smart Motor thiab Polestar yuav luag txhua tus siv IGBT fais fab modules.Huab Krypton thiab Smart Motor yuav siv 400V SiC kom meej meej.
Post lub sij hawm: Dec-12-2022