The IGBT track is hot, and the head enterprise accelerates the expansion of production ✦✦✦
With the rapid development of China's new energy vehicles, industrial control and other fields, the market demand for IGBT, a key component, continues to be strong. Chinese companies are expanding rapidly in the IGBT sector.
What is IGBT? ✦✦✦
IGBT stands for Insulated Gate Bipolar Transistor, is a compound fully controlled voltage-driven power semiconductor device composed of bipolar triode (BJT) and insulated gate field effect tube (MOS), which can control a higher voltage range.
According to the package form, IGBTs can be divided into three categories: IGBT discrete devices, IPM modules and IGBT modules.
IGBT discrete devices are mainly used in low-power household appliances and distributed photovoltaic inverters. IPM module is used in frequency conversion air conditioning, frequency conversion washing machine and other white goods products; The IGBT module is used in high-power inverter, new energy vehicle, centralized photovoltaic and other fields.
The market pattern of IGBT ✦✦✦
✦Industry dynamics ✦
According to the data of Fuchang Electronics, at present, the orders of Infineon, ON Mei, ST and other IGBT international manufacturers are in a relatively full state, the price is also relatively stable on the whole, and the product delivery time is generally more than 39 weeks, especially the delivery time of some shortage materials such as scenery storage IGBT is more than 52 weeks.
Such a tight supply and demand pattern has opened a notch for the development of domestic IGBT manufacturers. According to statistics, from January to July 2023, a total of 17 IGBT projects were launched or signed, with a cumulative investment of more than 15 billion yuan, indicating the rapid expansion of Chinese enterprises in the IGBT field.
Market application ✦✦✦
IGBT can adjust the voltage, current, frequency, phase, etc. in the circuit according to the signal instructions in the industrial device to achieve the purpose of accurate regulation and control, and is widely used in the fields of motor energy saving, rail transit, smart grid, aerospace, household appliances, automotive electronics, new energy power generation, new energy vehicles and so on. It plays an important role in power control, energy conversion and industrial automation.
✦Automotive and photovoltaic two major application areas ✦
1. Automotive field:
As a power semiconductor device, IGBT is an important part of the electronic field of new energy vehicles. It is mainly responsible for the conversion and transmission of energy, such as motor control, charging systems, battery management systems, etc.
IGBT has the characteristics of high switching speed, low saturation pressure drop, high capacity, etc., which can effectively improve the energy efficiency and driving range of vehicles.
The application of IGBT helps to realize the lightweight, miniaturization and high efficiency of automotive electronic equipment.
2. Photovoltaic field:
IGBT is mainly used in photovoltaic systems for key components such as inverters and maximum power point trackers (MPPT).
The high efficiency and high reliability of IGBT ensure the stable operation of photovoltaic systems in harsh environments.
IGBT can effectively reduce the cost of photovoltaic systems, improve energy conversion efficiency, achieve smooth output and system optimization.
IGBT continues to strengthen, head companies have expanded production✦✦✦
Domestic enterprises producing IGBT chips mainly include foundries and IDM mode power device enterprises. With the gradual release of domestic manufacturers' production capacity, the pace of domestic substitution is also accelerating.
Since its introduction, IGBTs have been continuously iterated, mainly in the direction of reducing switching losses and creating thinner structures. Its longitudinal structure, grid structure and silicon wafer processing technology are constantly upgraded and improved, and various indicators are constantly optimized in the evolution. At present, IGBT chips have been iterated to the seventh generation of fine grooved gate field cutoff IGBT, but after considering the cost, the most widely used IGBT fourth-generation products are still.
At present, China's IGBT chip capacity expansion is relatively positive, but the total production capacity in the world is still not high, and the localization space is still large.
In the future, with the continuous improvement of domestic manufacturers in technology and capacity, the pace of domestic substitution will continue to accelerate, providing a more solid foundation for the development of the domestic semiconductor industry.