Pamusoro peMCU neMPU, kushomeka kwemachipisi emotokari ndiyo inonyanya kunetseka simba IC, iyo IGBT ichiri kushomeka, uye kutenderera kwekutakura kwevagadziri veIDM vepasi rese kwakawedzerwa kusvika kupfuura mavhiki makumi mashanu.Makambani epamba IGBT anonyatso tevera maitiro emusika, uye huwandu hwekugadzira huri kushomeka.
Pasi pekuputika kwekupisa, kupa uye kudiwa kweIGBTdzakasimba zvakanyanya.
Automotive-giredhi IGBT ndiyo yakakosha chikamu chemagetsi matsva emotokari anodzora, mota air conditioners, kuchaja mirwi uye zvimwe zvishandiso.Kukosha kwemagetsi semiconductor zvishandiso mumotokari nyowani simba inodarika zvakapetwa kashanu kune echinyakare mota dzemafuta.Pakati pavo, IGBT inotora inenge 37% yemutengo wemagetsi ekugadzirisa magetsi emagetsi matsva emagetsi, saka ndiyo imwe yezvigadzirwa zvemagetsi zvemagetsi mumagetsi ekutonga.
Muna 2021, motokari itsva yeChina yekutengesa motokari yaiva mamiriyoni 3.52 emamiriyoni, gore negore kuwedzera kwe158%;Kutengeswa muhafu yekutanga ye2022 kwaive 2.6 miriyoni zvikamu, gore-pa-gore kuwedzera kweanoda kusvika 1.2 nguva.Zvinotarisirwa kuti kutengeswa kwemotokari itsva dzemagetsi kucharamba kuchisvika anenge 5.5 mamiriyoni emamiriyoni muna 2022, gore negore kukura kwe56%.Inotungamirwa nekukura nekukurumidza kwekugadzirwa kwemotokari yesimba nyowani uye kutengesa, kudiwa kweIGBT kuri kukura nekukurumidza.
Nekudaro, kuwanda kwemotokari-giredhi IGBT indasitiri yakakwira zvakanyanya.Nekuda kwekurebesa kutenderera kwemota-giredhi IGBT modules uye yakakwirira tekinoroji uye kuvimbika zvinodiwa, iripo yepasirese yepasi rose ichiri kunyanya kunangana nevagadziri veIDM, kusanganisira Infineon, ON Semiconductor, SEMIKRON, Texas Instruments, STMicroelectronics, Mitsubishi Electric, nezvimwe. chokwadi, mamwe mafekitori eIDM akataurwa pachena pakati pegore, uye maodha aive akazara kusvika 2023 (hazvina kubviswa kuti vamwe vatengi vanogona kunge vaine maodha akawandisa).
Panyaya yenguva yekutumira, ikozvino nguva yekuendesa yevagadziri vakakura vekunze kazhinji inenge mavhiki makumi mashanu.Maererano neFuture Electronics 'Q4 mushumo wemusika, IGBT, Infineon's delivery time is 39-50 weeks, IXYS nguva yekuendesa ndeye 50-54 mavhiki, Microsemi's delivery time is 42-52 weeks, uye STMicroelectronics' nguva yekuendesa ndeye 47-52 mavhiki.
Nei kukurumidza kuperevedza kwemota gauge IGBT?
Chokutanga pane zvose, nguva yekuvaka yehuwandu hwekugadzira yakareba (kazhinji inenge makore maviri), uye kuwedzera kwekugadzirwa kunotarisana nekunetseka mukutenga michina, uye zvakakosha kubhadhara mari yakawanda kutenga zvigadzirwa zvechipiri.Kana huwandu hwekupa hweIGBT mumusika hwakanyanya kudarika kudiwa, mutengo weGBT uchadonha nekukurumidza.Infineon, Mitsubishi neFujifilm inotora chikamu chinodarika makumi masere muzana chesimba rekugadzira pasi rose, uye kudiwa kwemusika ndicho chinhu chakakosha chavanofanira kufunga nezvacho.Chechipiri, zvinodikanwa zveyero yemotokari zvakakwirira, kana zvapedzwa, zvinyorwa zvechigadzirwa hazvigoni kugadziriswa kwekanguva, kunyange zvazvo zvose zviri IGBT, asi nokuti zviri muzvikamu zvakasiyana, zvinodiwa zveIGBT zvakasiyana zvachose, uye hapana chinogona kuitika. yekusanganisa, zvichikonzera mutengo wakakwira wekuwedzera mitsetse yekugadzira uye haigone kugovaniswa.
Makambani eIGBT ane huwandu hwakazara hwekurongeka, uye huwandu hwekugadzira huri kushomeka
Nekuda kweiyo IGBT yakareba yekutungamira nguva dzeInternational IDM, vepamba EV vanotanga-vagadziri vemotokari vanoramba vachitendeukira kune vatengesi venzvimbo.Nekuda kweizvozvo, vazhinji vagadziri veChinese IGBT vari kushingairira mapurojekiti ekuwedzera masimba, sezvo vakatowana nhamba huru yemirairo yeIGBT kubva kune vanogadzira mota.
(1)Star Semiconductor
Semutungamiri weIGBT, Star Semiconductor akawana purofiti ye590 miriyoni yuan muzvikamu zvitatu zvekutanga zvegore rino, gore negore kuwedzera kwe1.21 nguva, kuwedzera kwekukura kwakapfuura mari yekushanda, uye mari yekutengesa yakasvika 41.07. %, kuwedzera kubva pakota yapfuura.
Pachikamu chechitatu chemhinduro muna Zvita 5, vatungamiriri vekambani vakazivisa kuti simba guru rekusimudzira mari munzvimbo dzichangopfuura rakabva mukuenderera uye nekukurumidza kuwedzera kwezvigadzirwa zvekambani mumotokari nyowani dzemagetsi, photovoltaics, kuchengetedza simba, simba remhepo uye. mamwe maindasitiri, uye kuwedzera kunoramba kuripo kwemugove wemusika;Nekuburitswa kwechiyero mhedzisiro, chigadzirwa chimiro optimization, uye kuvandudzwa kwekugadzirwa uye kushanda zvakanaka, gross profit margin inoramba ichikura.
Kubva pamaonero ehurongwa hwemari, muna Ndira-Gunyana, mari yeStar Semiconductor kubva kune nyowani simba indasitiri (inosanganisira mota nyowani dzemagetsi, simba idzva rekugadzira magetsi, uye kuchengetedza simba) yakaverengera inopfuura hafu, ichiva iyo huru yekufambisa simba rekuita kwekambani. kukura.Pakati pavo, iyo mota-giredhi-giredhi semiconductor modules yakashandiswa zvakanyanya mudzimba dzemagetsi nyowani vagadziri vemotokari kwemakore mazhinji, uye chikamu chayo chemusika chiri kuwedzera, uye chave mutengesi mukuru wemotokari-giredhi remagetsi semiconductor modules yemumba nyowani. motokari dzemagetsi.
Zvinoenderana nezvakaburitswa zvakaburitswa, Star Semiconductor's automotive-giredhi IGBT modules yevakuru mota controllers yakaramba ichiwedzera, ine huwandu hunopfuura 500,000 mota nyowani dzemagetsi muhafu yekutanga yegore, uye zvinotarisirwa kuti huwandu hwemotokari huchawedzera kuwedzera. muhafu yechipiri yegore, iyo inopfuura 200,000 A-kirasi uye pamusoro pemhando ichaiswa.
(2)Sravana Sameeralu Serial 4th Hongwei Technology
IGBT mugadziri Hongwei Technology akabatsirwawo kukura itsva simba musika, uye kambani akawana mambure purofiti mamiriyoni 61,25 Yuan muzvikamu zvitatu zvokutanga gore rino, gore-pa-gore kuwedzera anenge 30%;Pakati pavo, chikamu chechitatu chakawana 29.01 miriyoni yuan, gore-pa-gore kuwedzera kwakapetwa kaviri, uye gross profit margin yekutengesa yaive 21.77%, inenge hafu yeStar Semiconductor.
Nezve mutsauko wemari yakawandisa, vatungamiriri veMacro Micro Technology vakaratidza muongororo yemasangano muna Mbudzi kuti purofiti yekambani yegore rose ra2022 iri padanho rakafanana nemuna 2021, uye pachine imwe gap. nemakambani ari muindasitiri imwe chete, anonyanya kukanganiswa nekukwira kwemitsetse yekugadzira.
Kambani yakagamuchira maodha akawanda, asi nekuda kwekushomeka kwezvinhu zvekutanga zvemhando yepamusoro uye huwandu hwekambani huchangobva kuwedzerwa hwebvunzo yakavharwa ichiri padanho rekukwira, haikwanise kuzadzisa zvizere kudiwa kwemusika parizvino.Vatungamiri veMacro Micro Technology vakaunza kuti, nekuda kwekuwedzera kukuru kwemari yekambani mumotokari dzemagetsi dze photovoltaic nedzimwe minda, kambani inopindura nekushingaira kune zvinodiwa nevatengi vepasi, uye kuisirwa kweasset kuri pamberi, ukuwo kuderera kwemitengo kunowedzera zvakanyanya. .Mukuwedzera, iyo yose yekugadzira mutsara wekuwedzera ichiri munhanho yekukwira, uye huwandu hwekushandisa huwandu hunoda kuvandudzwa.Mune ramangwana, nekugadziridzwa kweiyo kambani yakadzika manyorerwo chimiro, kuvandudzwa kwekushandiswa kwesimba uye kubuda kwehukuru hwekuita, zvinotarisirwa kuvandudza gross profit margin.
(3)Silan micro
As anIDM mode semiconductor, Zvigadzirwa zvikuru zveSilan Micro zvinosanganisira maseketi akabatanidzwa, semiconductor discrete zvishandiso, uye zvigadzirwa zve LED.Muzvikamu zvitatu zvekutanga zvegore rino, kambani yakawana purofiti ye 774 miriyoni yuan, gore negore kuwedzera kwe6.43%, iyo, yakakanganiswa nekuderera kwekudiwa mumusika wemagetsi wevatengi, zvirambidzo zvemagetsi, nezvimwewo, chip yekambani yekambani uye maodha e LED yakaramba, uye purofiti yekambani muchikamu chechitatu yakadonha neinosvika makumi mana muzana pagore-pagore.
Muongororo ichangoburwa yemasangano, vatungamiri veSilan Micro vakafanotaura kuti mari yekambani inotarisirwa kukwira zvishoma nezvishoma muchikamu chechina, uye zvigadzirwa zvemagetsi zvitsva zvishoma nezvishoma zvakasangana nemamiriro ezvinhu ehuwandu hwekutakura;Chikamu chechina chemusika wezvinhu zvichena chichava nguva yepamusoro, iyo inogona kuwedzerwa kusvika kuhafu yekutanga yegore rinotevera;Chikamu chechina chemusika wezvinhu zvichena chichava nguva yepamusoro, iyo inogona kuwedzerwa kusvika kuhafu yekutanga yegore rinotevera;
Mumusika weIGBT, Silan Micro's IGBT single tubes uye mamodule akashandiswa zvakanyanya mumunda weindasitiri uye akawedzerwa kune simba idzva nemotokari.Sekureva kwemishumo, iyo kambani 12-inch IGBT yemwedzi yekugadzira inokwana zviuru gumi nezvishanu, asi yakakanganiswa nekushomeka kwema substrates, iyo chaiyo standard haisati yasvika, uye parizvino iri kugadziriswa, pamwe nekambani mutsara we8-inch uye 6- inch line ine IGBT yekugadzira kugona, saka chikamu cheIGBT-chine chekuita nechigadzirwa mari chakawedzera zvakanyanya, uye kuwedzera kukura kunotarisirwa mune ramangwana.
Dambudziko guru ratiri kutarisana naro iye zvino nderekuti pane kushomeka kwesubstrate.Isu nevatengesi vepamusoro tiri kusimudzira mhinduro yeFRD (yekukurumidza kudzoreredza diode), iro raive dambudziko guru kwatiri muchikamu chechipiri, uye tave kurigadzirisa zvishoma nezvishoma, akadaro mukuru mukuru weShlan Micro.
(4)Vamwe
Pamusoro pemabhizinesi ataurwa pamusoro apa, bhizinesi reIGBT remakambani esemiconductor akadai seBYD Semiconductor, Times Electric, China Resources Micro, neXinjieneng rakawana budiriro huru, uye zvigadzirwa zvemotokari-giredhi IGBT zvakawanawo mabhindauko makuru pamusika.
China Resources Micro yakati muongororo yesangano rinogamuchira kuti huwandu hwekugadzira IGBT8-inch mutsara huri kuwedzera, uye Chongqing 12-inch yekugadzira mutsara inewo kugona kuronga kweIGBT zvigadzirwa.Gore rino IGBT inotarisirwa kuwana mamirioni mazana mana ekutengesa, gore rinouya kupeta kaviri kutengesa kweIGBT zvigadzirwa muindasitiri yemotokari kutonga kwesimba idzva uye mamwe minda yekutengesa kuti iwedzere kuwedzera, parizvino inoverengera 85%.
Times Electric zvakare ichangobva kuzivisa kuti inoda kuwedzera guta guru reZhuzhou CRRC Times Semiconductor Co., Ltd. ne2.46 bhiriyoni yuan, uye kuwedzera kwemari kuchashandiswa CRRC Times Semiconductor kutenga chikamu chemidziyo yemotokari chikamu chinotsigira mabasa ekuvaka. (kusanganisira IGBT mapurojekiti) kubva kukambani.
IGBT vagadziri vanopinda iyo bhonasi nguva, "spoiler" sosi isingaperi
Iyo IGBT yekugovera nguva yakatanga kuoneka, iyo yakakwezva akawanda marongero matsva.
(1)Xinpengwei
Nguva pfupi yadarika, Xinpengwei akataura muongororo yemasangano kuti chirongwa chekambani che2022 chakagadziriswa chekutsvaga mari - new energy mota chip purojekiti ichanyanya kugadzira machipisi emagetsi emagetsi emagetsi, machipisi epamusoro-voltage hafu-bhiriji mutyairi machipisi, machipisi emoto ega ega ega ega, akakwira-. voltage anobatsira sosi machipisi, uye nehungwaru IGBT uye SiC zvishandiso.
Zvigadzirwa zvikuru zveXinpeng Micro magetsi ekutonga machipisi PMIC, AC-DC, DC-DC, Gate Driver uye anotsigira magetsi emagetsi, uye azvino anoshanda emagetsi manejimendi machipisi anodarika zana nemakumi matatu echikamu-nhamba.
Xinpengwei akataura kuti mumakore matatu anotevera, kambani ichavhura zvimwe zvepamberi zvakasanganiswa zvemagetsi semiconductor zvigadzirwa zvemusika wekutonga maindasitiri zvichibva paSmart-SJ, Smart-SGT, Smart-Trench, Smart-GaN nyowani yakangwara simba chip tekinoroji chikuva. .
(2) Geely
Muna Gumiguru 2021, zvakanzi Geely's IGBT iri pasi pekuvandudzwa.Munguva pfupi yapfuura, Geely's bidding platform yakabudisa "Bidding Announcement for Supervision Project of the First Phase yeJinneng Microelectronics Factory Transformation Project".Chiziviso chakaratidza kuti Geely akabatana neboka rakazvigadzira reIGBT packaging.
Sekureva kwechiziviso, chikamu chekutanga chepurojekiti yekushandura fekitori yeJinneng Microelectronics ingangoita zviuru zvishanu zvemamita, uye chikamu chekutanga chechirimwa chine goho repagore re600,000 seti yeIGBT magetsi modules inovakwa, kunyanya kusanganisira zviuru zvitatu zvemamita e10,000. masikweya metres emakamuri akachena nemarabhoritari, 1,000 mativi emamita ezviteshi zvemagetsi, uye 1,000 mativi emamita eimba yekuchengetera uye nzvimbo yehofisi.
Zvinonzi electric drive systems dzeGeely New Energy(kusanganisira Geely, Lynk & Co, Zeekr naRuilan), iyo yakabatana venture brand Smart Motor nePolestar dzinenge dzese dzinoshandisa IGBT magetsi module.Yakanyanya Krypton uye Smart Motor ichashandisa zvakajeka 400V SiC.
Nguva yekutumira: Zvita-12-2022