Marka lagu daro MCU iyo MPU, yaraanta chips baabuurta ayaa ah tan ugu walaacsan ee IC, taas oo IGBT ay wali gabaabsi tahay, iyo wareegga gaarsiinta ee soosaarayaasha IDM ee caalamiga ah ayaa la kordhiyay in ka badan 50 toddobaad.Shirkadaha gudaha ee IGBT waxay si dhow ula socdaan isbeddelka suuqa, awoodda wax soo saarkuna waa gabaabsi.
Hoosta qaraxa kulaylka, sahayda iyo baahidaIGBTaad bay u cidhiidhi yihiin.
Darajada Gawaadhida IGBT waa qaybta udub dhexaadka u ah kontaroolayaasha baabuurta tamarta cusub, qaboojiyaha gaadiidka, xidhmooyinka dallaca iyo qalabka kale.Qiimaha qalabka semiconductor ee baabuurta tamarta cusub ayaa ka badan shan jeer ka badan baabuurta shidaalka dhaqameed.Waxaa ka mid ah, IGBT waxay xisaabisaa qiyaastii 37% kharashka nidaamka kontoroolka elektaroonigga ah ee baabuurta tamarta cusub, sidaas darteed waa mid ka mid ah qalabka elektiroonigga ah ee ugu muhiimsan nidaamka xakamaynta elektaroonigga ah.
Sannadkii 2021, iibka baabuurta tamarta cusub ee Shiinaha wuxuu ahaa 3.52 milyan unug, koror sannad-sannadka ka badan 158%;Iibka qeybtii hore ee 2022 wuxuu ahaa 2.6 milyan unug, koror sanadle ah oo ku dhow 1.2 jeer.Waxa la filayaa in iibinta baabuurta tamarta cusub ay sii wadi doonto in ay gaadho ilaa 5.5 milyan unug sanadka 2022, korodhka kobaca sanadlaha ah ee ku saabsan 56%.Iyada oo ay horseeday kobaca degdega ah ee wax soo saarka baabuurta tamarta cusub iyo iibka, baahida loo qabo IGBT ayaa si degdeg ah u koraysa.
Si kastaba ha ahaatee, fiirsashada warshadaha IGBT-gawaadhida ayaa aad u sarreeya.Sababo la xiriira wareegga xaqiijinta dheer ee modules-gawaarida IGBT iyo shuruudaha farsamada iyo kalsoonida sare, sahayda caalamiga ah ee hadda jirta ayaa weli inta badan ku urursan soosaarayaasha IDM, oo ay ku jiraan Infineon, ON Semiconductor, SEMIKRON, Texas Instruments, STMicroelectronics, Mitsubishi Electric, iwm. Xaqiiqda, qaar ka mid ah warshadaha IDM ayaa si cad u sheegay bartamihii sanadka, amaradana waxay ahaayeen kuwo buuxa ilaa 2023 (ka reebin in macaamiisha qaarkood laga yaabo inay qabaan dalabaad dheeraad ah).
Marka la eego wakhtiga bixinta, wakhtiga bixinta hadda ee soo saarayaasha waaweyn ee ajnabiga ah guud ahaan waa qiyaastii 50 toddobaad.Sida laga soo xigtay Future Electronics 'Q4 warbixinta suuqa, IGBT, wakhtiga bixinta Infineon waa 39-50 todobaad, IXYS wakhtiga bixinta 50-54, wakhtiga bixinta Microsemi waa 42-52 todobaad, iyo STMicroelectronics 'waqtiga bixinta waa 47-52 todobaad.
Waa maxay sababta baabuur yaraanta lama filaanka ah ee cabbirka IGBT?
Ugu horreyntii, muddada dhismaha ee awoodda wax-soo-saarku waa mid dheer (guud ahaan qiyaastii 2 sano), ballaarinta wax-soo-saarka ayaa la kulma dhibaatooyinka soo iibsiga qalabka, waxaana lagama maarmaan ah in la bixiyo qiimo sare si loo iibsado qalab gacan labaad ah.Haddii awoodda sahayda IGBT ee suuqa ay aad uga weyn tahay baahida, qiimaha GBT si degdeg ah ayuu hoos ugu dhici doonaa.Infineon, Mitsubishi iyo Fujifilm ayaa ka badan boqolkiiba sideetan awoodda wax soo saarka adduunka, baahida suuqana waa arrin muhiim ah oo ay tahay inay tixgeliyaan.Marka labaad, shuruudaha heerka baabuurtu waa kuwo aad u sarreeya, marka la dhammeeyo, sifooyinka alaabta si ku meel gaar ah looma hagaajin karo, inkasta oo ay dhammaantood yihiin IGBT, laakiin sababtoo ah waxay ku jiraan qaybo kala duwan, shuruudaha IGBT gabi ahaanba way ka duwan yihiin, mana jirto wax suurtagal ah. Isku-dhafka, taasoo keentay kharash badan oo kordhinaya khadadka wax-soo-saarka oo aan la qaybin karin.
Shirkadaha IGBT waxay leeyihiin mug amar buuxa ah, awoodda wax soo saarkuna waa gabaabsi
Sababo la xiriira waqtiyada hogaanka IGBT ee dheer ee IDM caalamiga ah, gudaha EV automakers waxay sii wadaan inay u jeestaan alaab-qeybiyeyaasha maxalliga ah.Natiijo ahaan, shirkado badan oo Shiinees ah oo IGBT ah ayaa si firfircoon u daba jooga mashaariicda ballaarinta awoodda, maadaama ay horay u heleen tiro badan oo ah amarada IGBT ee baabuurta.
(1)Semiconductor Star
Hogaamiye IGBT ahaan, Star Semiconductor wuxuu helay faa'iido saafi ah oo ah 590 milyan yuan seddexdii rubuc ee ugu horeysay sanadkan, kororka sanadlaha ah ee 1.21 jeer, heerka kobaca ayaa dhaaftay dakhliga hawlgalka, iyo iibka guud ee iibku wuxuu gaadhay 41.07 %, koror ka yimid rubuci hore.
Shirkii saddexaad ee natiijadii ka soo baxday bishii December 5teedii, madaxda shirkaddu waxay ku soo bandhigeen in awoodda ugu weyn ee kobaca dakhliga ee rubucii ugu dambeeyay ay ka timid kororka joogtada ah ee degdegga ah ee wax soo saarka shirkadda ee baabuurta tamarta cusub, sawir-qaadista, kaydinta tamarta, tamarta dabaysha iyo warshadaha kale, iyo korodhka joogtada ah ee saamiga suuqa;Marka la sii daayo saamaynta miisaanka, hagaajinta qaab dhismeedka alaabta, iyo hagaajinta wax soo saarka iyo hufnaanta hawlgalka, faa'iidada guud ee shirkadu way sii socotaa.
Marka loo eego qaab dhismeedka dakhliga, Janaayo ~ Sebtembar, Dakhliga Star Semiconductor ee warshadaha tamarta cusub (oo ay ku jiraan baabuurta tamarta cusub, tamarta cusub ee tamarta, iyo kaydinta tamarta) ayaa xisaabiyay in ka badan kala badh, oo noqday xoogga ugu muhiimsan ee waxqabadka shirkadda koritaanka.Kuwaas waxaa ka mid ah, qaybaha semiconductor-ka ee shirkadda ayaa si weyn loogu isticmaalay gudaha gudaha soosaarayaasha gawaarida tamarta cusub sanado badan, saamigeeda suuqa ayaa sii kordhayay, waxayna noqotay alaab-qeybiyaha ugu weyn ee modules-ka korantada gawaarida ee cusub gudaha gudaha. baabuurta tamarta.
Marka loo eego daah-furkii hore, Star Semiconductor's automotive-grade IGBT modules ee loogu talagalay kontaroolayaasha mootada waaweyn ayaa sii waday inay kordhaan, iyadoo wadar ahaan in ka badan 500,000 baabuurta tamarta cusub ah qeybtii hore ee sanadka, waxaana la filayaa in tirada baabuurtu ay sii kordhi doonto. qeybtii labaad ee sanadka, kuwaas oo in ka badan 200,000 A-class iyo moodooyinka ka sarreeya ayaa lagu rakibi doonaa.
(2)Hongwei Technology
Shirkadda IGBT ee Hongwei Technology ayaa sidoo kale ka faa'iidaysatay horumarinta suuqa tamarta cusub, waxayna shirkaddu heshay faa'iido saafi ah oo ah 61.25 milyan yuan saddexdii rubuc ee sanadkan, korodhka sanadlaha ah ee ku saabsan 30%;Waxaa ka mid ah, rubuci seddexaad wuxuu gaaray 29.01 milyan yuan, koror sanadle ah oo ku dhawaad laba jibaarmay, iyo faa'iidada guud ee iibka ayaa ahayd 21.77%, qiyaastii kala bar Star Semiconductor.
Marka la eego farqiga u dhexeeya faa'iidada guud, maamulayaasha Macro Micro Technology waxay ku tilmaameen sahan hay'addeed bishii Nofembar in faa'iidada guud ee shirkadda ee sannadka oo dhan 2022 ay la mid tahay heerka 2021, welina uu jiro farqi go'an. oo leh shirkado isku mid ah, oo ay inta badan saameeyaan kororka khadadka wax soo saarka.
Shirkaddu waxay heshay dalabaad badan, laakiin yaraanta alaabta ceeriin ee xudunta u ah iyo awoodda cusub ee shirkadda ee tijaabada xiran ayaa weli ku jirta marxaladda fuulitaanka, si buuxda uma buuxin karto baahida suuqa hadda.Maamulayaasha Macro Micro Technology waxay soo bandhigeen in, sababtoo ah korodhka la taaban karo ee dakhliga shirkadda ee baabuurta korontada ku shaqeeya iyo qaybaha kale, shirkadu si firfircoon uga jawaabto baahida macaamiisha hoose, iyo maalgelinta hantidu waa horudhac, halka kharashka qiimo dhimista uu si aad ah u kordho. .Intaa waxaa dheer, dhammaan khadka wax soo saarka ee ballaarinta ayaa weli ku jira marxaladda fuulitaanka, iyo heerka isticmaalka awoodda ayaa loo baahan yahay in la hagaajiyo.Mustaqbalka, iyada oo la hagaajinayo qaab dhismeedka codsiga hoose ee shirkadda, hagaajinta ka faa'iidaysiga awoodda iyo soo ifbaxa saamaynta miisaanka, waxa la filayaa inay hagaajiso faa'iidada guud ee shirkadda.
(3)Silan micro
Sida anQaabka IDM semiconductorAlaabooyinka ugu waaweyn ee Silan Micro waxaa ka mid ah wareegyada isku dhafan, qalabka semiconductor discrete, iyo alaabta LED.Saddexdii rubuc ee hore ee sanadkan, shirkaddu waxay heshay faa'iido saafi ah oo ah 774 milyan yuan, korodhka sanadlaha ah ee 6.43%, kuwaas oo, ay saameeyeen hoos u dhaca baahida suuqa elektiroonigga ah ee macaamiisha, xaddidaadaha awoodda. iwm, qalabka shirkadda ee chip-ka iyo dalabaadka LED-ka ayaa hoos u dhacay, faa'iidada saafiga ah ee shirkaduna rubuci saddexaad waxay hoos u dhacday qiyaastii 40% sanadba sanadka ka dambeeya.
Sahan hay'ad dhowaan la sameeyay, madaxda Silan Micro ayaa saadaaliyay in dakhliga shirkadda la filayo inuu kor u kaco rubuci afraad, iyo alaabada tamarta cusub ee baabuurta ayaa si tartiib tartiib ah u buuxisay shuruudaha tiro badan oo shixnadaha;Rubuca afaraad ee suuqa alaabada cad ayaa noqon doona xilliga ugu sarreeya, kaas oo la kordhin karo qaybta hore ee sanadka soo socda;Rubuca afaraad ee suuqa alaabada cad ayaa noqon doona xilliga ugu sarreeya, kaas oo la kordhin karo qaybta hore ee sanadka soo socda;
Suuqa IGBT, Silan Micro's IGBT hal tubo iyo qaybo ayaa si weyn loogu isticmaalay goobta warshadaha waxaana lagu fidiyay tamar cusub iyo baabuur.Sida laga soo xigtay warbixinnada, awoodda wax soo saarka shirkadda ee 12-inch IGBT bishii waa 15,000 oo xabbo, laakiin ay saamaysay yaraanta substrates, heerka dhabta ah weli lama gaarin, oo hadda waa la xalin, oo lagu daray 8-inch line shirkadda iyo 6- Khadka inch wuxuu leeyahay awoodda wax-soo-saarka IGBT, markaa saamiga dakhliga badeecadaha ee IGBT ayaa si weyn loo kordhiyey, waxaana la filayaa koboc kale mustaqbalka.
Dhibaatada ugu weyn ee hadda ina haysata waa in ay jirto yaraanta substrate-ka.Anaga iyo alaab-qeybiyeyaasha kor ku xusan waxaan si firfircoon u dhiirigelineynaa xalka FRD (diode soo kabashada degdega ah), taas oo dhibaato weyn nagu ahayd rubuci labaad, oo hadda si tartiib tartiib ah u xallineyno, ayuu yiri maamule sare oo Shlan Micro ah.
(4)Kuwo kale
Marka lagu daro shirkadaha kor ku xusan, ganacsiga IGBT ee shirkadaha semiconductor sida BYD Semiconductor, Times Electric, China Resources Micro, iyo Xinjieneng ayaa gaadhay horumar weyn, iyo alaabta IGBT-ga baabuurta ayaa sidoo kale ku guuleystay horumar weyn oo suuqa ah.
China Resources Micro ayaa ku sheegtay sahanka hay’adda hesha in awoodda wax-soo-saarka ee khadka IGBT8-inji ay sii fidayso, iyo khadka wax-soo-saarka ee Chongqing ee 12-inji ah waxa kale oo uu leeyahay qorshaynta awoodda alaabta IGBT.Sannadkan IGBT ayaa la filayaa inuu gaaro 400 milyan oo iib ah, sanadka soo socda si uu u labanlaabo iibinta alaabta IGBT ee xakamaynta warshadaha baabuurta ee tamarta cusub iyo qaybaha kale ee iibka si loo sii kordhiyo, hadda xisaabinta 85%.
Times Electric ayaa sidoo kale dhawaan ku dhawaaqday in ay doonayso in ay ku kordhiso caasimadda Zhuzhou CRRC Times Semiconductor Co., Ltd. 2.46 bilyan yuan, kororka raasumaalka waxaa loo isticmaali doonaa Semiconductor CRRC Times si uu u iibsado qayb ka mid ah hantida qaybta baabuurta ee taageeraya mashaariicda dhismaha (oo ay ku jiraan mashaariicda IGBT) ee shirkadda.
Soosaarayaasha IGBT waxay galaan muddada gunnada, "qaswadayaasha" isha aan dhammaadka lahayn
Muddadii qaybinta IGBT ayaa markii ugu horreysay soo muuqatay, taas oo soo jiidatay qaabab badan oo cusub.
(1)Xinpengwei
Dhawaan, Xinpengwei wuxuu ku sheegay sahan hay'ad ah in mashruuca lacag ururinta go'an ee 2022 ee shirkadda - mashruuca cusub ee gawaarida tamarta tamarta ayaa inta badan horumarin doona jajabyada kontoroolka sahayda korantada-sare, chips darawalnimada nus-voltage-sare, jajabyada darawallada go'doominta-sare, sare- chips il caawiye danab, iyo IGBT iyo qalabka SiC garaadka.
Alaabooyinka ugu muhiimsan ee Xinpeng Micro waa chips maaraynta awooda PMIC, AC-DC, DC-DC, Dareewalka albaabka iyo aaladaha awooda taageera, iyo jajabyada maaraynta awooda wax ku oolka ah ee hadda jira in ka badan 1300 tiro-qaybood.
Xinpengwei ayaa sheegay in saddexda sano ee soo socota, shirkaddu ay bilaabi doonto wax soo saar koronto isku dhafan oo heer sare ah oo loogu talagalay suuqa xakamaynta warshadaha oo ku salaysan Smart-SJ, Smart-SGT, Smart-Trench, Smart-GaN cusub oo tiknoolajiyada tiknoolajiyada cusub .
(2) Geely
Oktoobar 2021, waxaa la sheegay in Geely's IGBT uu ku socdo horumar.Dhowaan, madal qandaraaska Geely ayaa soo saartay "Ogaysiis Tartanka Mashruuca Kormeerka ee Wajigii Koowaad ee Mashruuca Isbeddelka Warshada Jinneng Microelectronics".
Sida ku cad ogeysiiska, wejiga koowaad ee mashruuca isbeddelka warshadda ee Jinneng Microelectronics waa qiyaastii 5,000 mitir oo laba jibbaaran, wejiga koowaad ee warshadda oo leh wax soo saar sanadle ah oo ah 600,000 oo qaybood oo ah IGBT ayaa la dhisay, oo ay ku jiraan 3,000 mitir oo laba jibbaaran oo 10,000 ah. mitir laba jibbaaran oo qolal nadiif ah iyo shaybaarro, 1,000 mitir oo laba jibbaaran oo saldhigyo koronto ah, iyo 1,000 mitir oo laba jibbaaran oo bakhaar iyo xafiisyo ah.
Waxaa lagu soo waramayaa in nidaamyada wadista korontada eeShirkadda Geely New Energy(oo ay ku jiraan Geely, Lynk & Co, Zeekr iyo Ruilan), summada ganacsiga wadajirka ah ee Smart Motor iyo Polestar ku dhawaad dhammaan waxay adeegsadaan qalabka korantada ee IGBT.Krypton Extreme iyo Smart Motor waxay si cad u isticmaali doonaan 400V SiC.
Waqtiga boostada: Dec-12-2022