The automobile industry accelerates the introduction of gallium nitride technology and hopes to become the protagonist of large-scale applications
[Securities Times] according to media reports, Gan systems, the world’s leading developer of gallium nitride power transistors, is accelerating the layout of the automotive market. Recently, according to the official website of gansystems, the company will cooperate with epowerlabs to deliver a high-density DC / DC power converter ddc48-1k for automobile enterprises. It is reported that compared with the silicon-based design on the market, the power loss of this converter is reduced by more than 50%, and the size is only one third of that of the traditional converter. Previously, Gan systems had just signed a contract of 650 million yuan with BMW. In mid November, Gan systems completed the latest round of financing of US $150 million, which will make efforts in the electric vehicle market and improve its market share.
Comments: gallium nitride is the main representative material of the third generation semiconductor. It has obvious advantages in high temperature, high withstand voltage and bearing high current, so it is more suitable for making high temperature, high frequency, radiation resistance and high-power devices. It can be widely used in new energy vehicle industry, 5g communication industry, consumer electronics industry and many other industries. At present, automobile giants and related industrial chain companies are accelerating the introduction of gallium nitride technology into the automotive field. The industry expects that the automotive field is becoming the leading role in the large-scale adoption of gallium nitride. With the rapid development of gallium nitride industry, companies in related fields benefit.
Sai Microelectronics Inc(300456) (300456): the company has outstanding technical reserves and competitiveness in 8-inch silicon based gallium nitride (GaN on Si), and has technical reserves in silicon carbide based gallium nitride (GaN on SiC) materials and manufacturing.
Sichuan Haite High-Tech Co.Ltd(002023) (002023): haiweihua core, a subsidiary of the company, has mature process technology in gallium nitride power electronics, which can be used in new energy vehicles, charging piles and other fields. Silicon based gallium nitride has been supplied to customers in batches.
