Usibye MCU na MPU, ibura rya chipi yimodoka nizo ingufu za IC zireba cyane, muri zo IGBT iracyari mike, kandi uburyo bwo gutanga ibicuruzwa mpuzamahanga IDM bwongerewe ibyumweru birenga 50.Ibigo byo mu gihugu IGBT bikurikiranira hafi imigendekere yisoko, kandi ubushobozi bwo gukora burabura.
Munsi yo guturika kwubushyuhe, itangwa nibisabwaIGBTbirakomeye.
Imodoka yo mu rwego rwa IGBT nicyo kintu cyingenzi kigizwe n’ibinyabiziga bishya bigenzura ibinyabiziga, ibyuma bifata ibyuma bikonjesha ibinyabiziga, ibirundo byo kwishyiriraho n'ibindi bikoresho.Agaciro k'ibikoresho bya semiconductor mumashanyarazi mashya yikubye inshuro zirenga eshanu ibinyabiziga gakondo.Muri byo, IGBT ihwanye na 37% yikiguzi cya sisitemu yo kugenzura ibikoresho bya elegitoroniki yimodoka nshya, bityo rero nikimwe mubikoresho byingenzi bya elegitoronike muri sisitemu yo kugenzura ikoranabuhanga.
Mu 2021, Ubushinwa bwagurishije imodoka nshya z’ingufu zingana na miliyoni 3.52, umwaka ushize wiyongereyeho 158%;Igurishwa mu gice cya mbere cya 2022 cyari miliyoni 2.6, umwaka ushize wiyongereyeho hafi 1,2.Biteganijwe ko kugurisha ibinyabiziga bishya by’ingufu bizakomeza kugera kuri miliyoni 5.5 mu 2022, ubwiyongere bw’umwaka ku mwaka bugera kuri 56%.Bitewe niterambere ryihuse ryumusaruro mushya wimodoka nogurisha, icyifuzo cya IGBT kiriyongera cyane.
Nyamara, kwibumbira mu modoka zo mu rwego rwa IGBT ni nyinshi cyane.Bitewe nigihe kirekire cyo kugenzura ibinyabiziga byo mu rwego rwa IGBT hamwe nibisabwa bya tekinike kandi byizewe, itangwa ryisi yose iracyibanda cyane cyane mubakora IDM, harimo Infineon, ON Semiconductor, SEMIKRON, ibikoresho bya Texas, STMicroelectronics, Mitsubishi Electric, nibindi. Muri mubyukuri, inganda zimwe na zimwe za IDM zavuzwe kumugaragaro hagati yumwaka, kandi ibicuruzwa byari byuzuye kugeza 2023 (ntibivanyweho ko abakiriya bamwe bashobora gutumiza birenze).
Kubijyanye nigihe cyo gutanga, igihe cyo gutanga ibicuruzwa binini byo mumahanga muri rusange ni ibyumweru 50.Raporo y’isoko rya Future Electronics 'Q4, IGBT, igihe cyo gutanga Infineon ni ibyumweru 39-50, igihe cyo gutanga IXYS ni ibyumweru 50-54, igihe cyo gutanga Microsemi ni ibyumweru 42-52, naho STMicroelectronics yo gutanga ni ibyumweru 47-52.
Kuki kubura gutunguranye kwimodoka IGBT?
Mbere ya byose, igihe cyo kubaka ubushobozi bwumusaruro ni kirekire (muri rusange hafi imyaka 2), kandi kwagura umusaruro uhura ningorane zo kugura ibikoresho, kandi birakenewe kwishyura amafaranga menshi kugirango ugure ibikoresho bya kabiri.Niba ubushobozi bwo gutanga IGBT kumasoko burenze cyane kubisabwa, igiciro cya GBT kizagabanuka vuba.Infineon, Mitsubishi na Fujifilm bifite ibice birenga mirongo inani ku ijana by'ubushobozi bw'umusaruro ku isi, kandi isoko ku isoko ni ikintu cy'ingenzi bagomba gutekereza.Icya kabiri, ibisabwa kurwego rwibinyabiziga birarenze, iyo birangiye, ibisobanuro byibicuruzwa ntibishobora guhinduka byigihe gito, nubwo byose ari IGBT, ariko kubera ko biri mubice bitandukanye, ibisabwa kuri IGBT biratandukanye rwose, kandi nta bishoboka yo kuvanga, bivamo igiciro kinini cyo kongera imirongo yumusaruro kandi ntishobora kugabanwa.
Ibigo bya IGBT bifite ibicuruzwa byuzuye, kandi ubushobozi bwo kubyaza umusaruro burahari
Bitewe nigihe kirekire IGBT iyobora ibihe bya IDM mpuzamahanga, uruganda rwa EV rwo gutangiza imodoka rukomeje guhindukirira abatanga isoko.Kubera iyo mpamvu, abashoramari benshi ba IGBT mu Bushinwa bakurikirana byimazeyo imishinga yo kwagura ubushobozi, kuko bamaze kubona umubare munini w’ibicuruzwa bya IGBT bitangwa n’abakora amamodoka.
(1)Inyenyeri
Nkumuyobozi wa IGBT, Star Semiconductor yungutse inyungu zingana na miliyoni 590 yuan mu gihembwe cya mbere cyambere cyuyu mwaka, umwaka ushize wiyongereyeho inshuro 1.21, umuvuduko w’ubwiyongere urenze amafaranga yinjira, naho ibicuruzwa byagurishijwe bigera kuri 41.07 %, kwiyongera kuva mu gihembwe gishize.
Mu gihembwe cya gatatu cy’ibisubizo byatanzwe ku ya 5 Ukuboza, abayobozi b’ikigo berekanye ko imbaraga nyamukuru zitera imbere kwinjiza amafaranga mu gihembwe gishize zaturutse ku izamuka ryihuse kandi ryihuse ry’ibicuruzwa by’isosiyete mu binyabiziga bishya by’ingufu, amafoto y’amashanyarazi, kubika ingufu, ingufu z’umuyaga na izindi nganda, no kwiyongera kw'umugabane ku isoko;Hamwe nogusohora ingaruka zingana, kunoza imiterere yibicuruzwa, no kuzamura umusaruro no gukora neza, inyungu rusange yikigo ikomeje kwiyongera.
Urebye imiterere yinjira, muri Mutarama ~ Nzeri, Star Semiconductor yinjiza mu nganda nshya z’ingufu (harimo ibinyabiziga bishya bitanga ingufu, kubyara ingufu nshya, no kubika ingufu) byarengeje kimwe cya kabiri, biba imbaraga nyamukuru zikora sosiyete. gukura.Muri byo, modul yo mu bwoko bwa semiconductor yo mu rwego rw’imodoka yakoreshejwe cyane mu gihugu cy’imbere mu gihugu inganda zikora ibinyabiziga bishya by’ingufu mu myaka myinshi, kandi umugabane w’isoko uragenda wiyongera, kandi wabaye isoko ry’ibanze ry’imodoka zo mu rwego rwo hejuru rw’amashanyarazi kuri moderi nshya mu gihugu ibinyabiziga bitanga ingufu.
Nk’uko byatangajwe mbere, moderi yo mu rwego rwa IGBT yo mu bwoko bwa Star Semiconductor ku bashinzwe gutwara ibinyabiziga bikomeje kwiyongera, hamwe n’imodoka nshya zirenga 500.000 mu gice cya mbere cy’umwaka, bikaba biteganijwe ko umubare w’ibinyabiziga uziyongera. mugice cya kabiri cyumwaka, muri zo hazashyirwaho moderi zirenga 200.000 A-urwego rwo hejuru.
(2)Ikoranabuhanga rya Hongwei
Uruganda rwa IGBT Hongwei Technology na rwo rwungukiwe no guteza imbere isoko rishya ry’ingufu, kandi isosiyete yungutse inyungu ingana na miliyoni 61.25 mu gihembwe cya mbere cy’uyu mwaka, umwaka ushize wiyongera hafi 30%;Muri bo, igihembwe cya gatatu cyageze kuri miliyoni 29.01 Yuan, kwiyongera ku mwaka ku mwaka byikubye hafi kabiri, kandi inyungu rusange yo kugurisha yari 21.77%, hafi kimwe cya kabiri cya Star Semiconductor.
Ku bijyanye n’itandukaniro ry’inyungu rusange, abayobozi ba tekinoroji ya Macro Micro bagaragaje mu bushakashatsi bwakozwe mu Gushyingo ko inyungu rusange y’isosiyete mu mwaka wose wa 2022 iri ku rwego rumwe no mu 2021, kandi hakiri icyuho runaka. hamwe namasosiyete munganda imwe, yibasiwe cyane cyane no kuzamuka kumirongo.
Isosiyete yakiriye ibicuruzwa byinshi, ariko kubera ibura ry’ibikoresho fatizo byo mu rwego rwo hejuru ndetse n’ubushobozi bushya bw’isosiyete bwongerewe ibizamini bifunze biracyari mu rwego rwo kuzamuka, ntibishobora kuzuza ibisabwa ku isoko muri iki gihe.Abayobozi ba Tekinoroji ya Macro Micro batangaje ko, kubera ubwiyongere bukabije bw’isosiyete yinjira mu modoka zikoresha amashanyarazi y’amashanyarazi n’izindi nzego, isosiyete isubiza byimazeyo ibyifuzo by’abakiriya bo hasi, kandi ishoramari ry’umutungo riri imbere, mu gihe amafaranga yo guta agaciro yiyongera cyane. .Byongeye kandi, umurongo wose wo kongera umusaruro uracyari murwego rwo kuzamuka, kandi igipimo cyo gukoresha ubushobozi kigomba kunozwa.Mu bihe biri imbere, hamwe noguhindura imiterere yimikorere yisosiyete ikurikirana, kunoza imikoreshereze yubushobozi no kugaragara kwingaruka zingana, biteganijwe ko izamura inyungu rusange yikigo.
(3)Micro ya Silan
Nka anUburyo bwa IDM igice cya kabiri, Ibicuruzwa byingenzi bya Silan Micro birimo imiyoboro ihuriweho, ibikoresho bya semiconductor discret, nibicuruzwa bya LED.Mu gihembwe cya mbere cy'uyu mwaka, isosiyete yungutse inyungu ingana na miliyoni 774 z'amayero, umwaka ushize wiyongereyeho 6.43%, muri yo, bitewe no kugabanuka kw'ibikenerwa ku isoko rya elegitoroniki rikoresha abaguzi, kubuza ingufu, n'ibindi, ibikoresho bya sosiyete chip hamwe na LED byaragabanutse, kandi inyungu yikigo mugihembwe cya gatatu yagabanutseho hafi 40% umwaka ushize.
Mu bushakashatsi bwakozwe n'inzego ziherutse, abayobozi ba Silan Micro bahanuye ko amafaranga y’isosiyete ateganijwe kwiyongera mu gihembwe cya kane, kandi ibicuruzwa bishya by’ingufu zikoresha amamodoka byujuje buhoro buhoro ibisabwa kugira ngo ibicuruzwa byinshi byoherezwe;Igihembwe cya kane cy isoko ryibicuruzwa byera bizaba igihe cyimpera, gishobora kongerwa mugice cya mbere cyumwaka utaha;Igihembwe cya kane cy isoko ryibicuruzwa byera bizaba igihe cyimpera, gishobora kongerwa mugice cya mbere cyumwaka utaha;
Ku isoko rya IGBT, imiyoboro ya IGBT ya Silan Micro hamwe na modul byakoreshejwe cyane mu nganda kandi byiyongera ku mbaraga n’imodoka nshya.Nk’uko amakuru abitangaza, isosiyete ikora IGBT ya santimetero 12 za buri kwezi ubushobozi bwo gukora buri kwezi ni ibice 15.000, ariko kubera ingaruka z’ibura rya substrate, igipimo nyacyo ntikiragerwaho, kandi kuri ubu kirakemuka, hiyongereyeho umurongo wa santimetero 8 na 6- umurongo wa santimetero ufite ubushobozi bwo gukora IGBT, bityo igipimo cy’amafaranga yinjira mu bicuruzwa bijyanye na IGBT cyiyongereye cyane, kandi iterambere riteganijwe mu gihe kiri imbere.
Ikibazo nyamukuru duhura nacyo ubu nuko habura substrate.Twebwe hamwe nabatanga isoko yo hejuru turimo guteza imbere igisubizo cya FRD (diode yihuse yo gukira), cyari ikibazo gikomeye kuri twe mugihembwe cya kabiri, none ubu turimo kugikemura buhoro buhoro, nkuko byatangajwe numuyobozi mukuru wa Shlan Micro.
(4)Abandi
Usibye imishinga yavuzwe haruguru, ubucuruzi bwa IGBT bwamasosiyete ikora nka semiconductor nka BYD Semiconductor, Times Electric, China Resources Micro, na Xinjieneng bwageze ku iterambere ryinshi, kandi ibicuruzwa byo mu rwego rwa amamodoka IGBT nabyo byageze ku ntera nini ku isoko.
Ubushinwa Resources Micro yavuze mu bushakashatsi bwakozwe n’ikigo cyakira ko ubushobozi bw’umurongo wa IGBT8 bugenda bwiyongera, kandi umurongo wa Chongqing ufite santimetero 12 nawo ufite igenamigambi ry’ibicuruzwa bya IGBT.Uyu mwaka biteganijwe ko IGBT izagera kuri miliyoni 400 zagurishijwe, umwaka utaha wikubye kabiri igurishwa ry’ibicuruzwa bya IGBT mu nganda z’imodoka zigenzura ingufu nshya n’izindi nzego z’igurisha kugira ngo birusheho kwiyongera, kuri ubu bingana na 85%.
Times Electric kandi iherutse gutangaza ko ifite intego yo kongera umurwa mukuru wa Zhuzhou CRRC Times Semiconductor Co., Ltd ku giciro cya miliyari 2,46, kandi iyongerwa ry’imari rizakoreshwa muri CRRC Times Semiconductor kugura igice cy'umutungo w'ibikoresho by'imodoka zishyigikira imishinga y'ubwubatsi (harimo imishinga ya IGBT) kuva muri sosiyete.
Abakora IGBT binjira mugihe cya bonus, "uwangiza" isoko itagira iherezo
Igihe cyo kugabana IGBT cyagaragaye bwa mbere, cyakuruye imiterere mishya.
(1)Xinpengwei
Vuba aha, Xinpengwei mu bushakashatsi bwakozwe n’ikigo yavuze ko umushinga wo gukusanya inkunga y’isosiyete 2022 - umushinga mushya w’imodoka zikoresha ingufu zizateza imbere cyane cyane imiyoboro yo kugenzura amashanyarazi y’amashanyarazi menshi, amashanyarazi y’igice kinini cy’ibiraro, imashini itwara amashanyarazi, voltage ifasha isoko ya chip, hamwe nibikoresho bya IGBT na SiC byubwenge.
Ibicuruzwa byingenzi bya Xinpeng Micro ni imashini zicunga amashanyarazi PMIC, AC-DC, DC-DC, Umushoferi w’irembo hamwe n’ibikoresho bifasha amashanyarazi, hamwe n’ibikoresho bikora neza bigezweho byose hamwe birenga 1300.
Xinpengwei yavuze ko mu myaka itatu iri imbere, iyi sosiyete izashyira ahagaragara ibicuruzwa bigezweho byifashishwa mu gukoresha ingufu za semiconductor ku isoko ryo kugenzura inganda hashingiwe kuri Smart-SJ, Smart-SGT, Smart-Trench, Smart-GaN nshya y’ikoranabuhanga rikoresha ingufu za chip. .
(2) Geely
Mu Kwakira 2021, byavuzwe ko IGBT ya Geely iri gutezwa imbere.Vuba aha, urubuga rwo gupiganira amasoko rwa Geely rwasohoye "Itangazo ryipiganwa ryumushinga wo kugenzura icyiciro cya mbere cyumushinga wo guhindura uruganda rwa Jinneng Microelectronics" .Itangazo ryerekanaga ko Geely yinjiye mumakipe yihimbiye gupakira IGBT.
Nk’uko byatangajwe, icyiciro cya mbere cy’umushinga wo guhindura uruganda rwa Jinneng Microelectronics ni metero kare 5.000, naho icyiciro cya mbere cy’uruganda gifite umusaruro wa buri mwaka cy’amashanyarazi 600.000 y’amashanyarazi ya IGBT, cyane cyane harimo metero kare 3.000 za 10,000 metero kare y'ibyumba bisukuye na laboratoire, metero kare 1.000 z'amashanyarazi, na metero kare 1.000 y'ububiko n'umwanya wo gukoreramo.
Biravugwa ko sisitemu yo gutwara amashanyarazi yaIngufu nshya(harimo Geely, Lynk & Co, Zeekr na Ruilan), ikirango gihuriweho na Smart Motor na Polestar hafi ya bose bakoresha amashanyarazi ya IGBT.Krypton ikabije na Smart Motor bizakoresha neza 400V SiC.
Igihe cyo kohereza: Ukuboza-12-2022