The development of IGBT products in China lags behind that of international products, but the gap is narrowing at present
Since the end of the 1980s, IGBT has been industrialized. At present, seven generations of different IGBT technical schemes have emerged. However, these schemes are mainly dominated by overseas well-known manufacturers such as Infineon and Mitsubishi Electric. Chinese local manufacturers enter the market late and superimpose trade friction, resulting in that Chinese IGBT products seriously lag behind international giant IGBT products. At present, Chinese IGBT products are still dominated by 1 / 2 / 3 / 4 generations, The gap with international giants Infineon and Mitsubishi Electric is more than 10 years, but after entering the fifth generation, the gap is shortened to 10 years, and the gap of the sixth / seventh generation is within 5 years.
Many factors promote the development of China’s IGBT industry
The stronger the power performance of new energy vehicles, the more IGBT components are required, and IGBT module is one of the core components of charging pile. The deployment of charging pile is very important for the development of new energy vehicles. The development of medium Shanxi Guoxin Energy Corporation Limited(600617) vehicles and charging pile will drive the development of IGBT Market; IGBT is the core device of photovoltaic inverter and wind power converter. Benefiting from the development of carbon neutralization, the new energy power generation industry will further develop; With the vigorous implementation of energy conservation and environmental protection, the advocacy of green consumption and the continuous promotion of low-carbon economy, the market prospect of white frequency conversion appliances will be very broad. As the core component of white frequency conversion appliances, the market scale of IGBT will continue to expand.
Vehicle specification level IGBT will vigorously promote the localization progress of IGBT
New energy vehicles are the largest downstream demander of IGBT in China, accounting for about 31%. Therefore, vehicle specification IGBT is likely to become the largest downstream market of IGBT. New energy vehicles have become the main direction of the transformation of the global automobile industry and an important engine to promote the sustainable growth of the world economy. China Shanxi Guoxin Energy Corporation Limited(600617) automobile has achieved a breakthrough from 0 to 1, and is expected to usher in an accelerated development stage from 1 to N in the future. The power semiconductor production capacity of overseas IGBT manufacturers is seriously affected by the covid-19 pneumonia epidemic, and the production capacity is small. When overseas leading manufacturers cannot supply in time, Chinese local manufacturers will have the opportunity to promote their products to the market.
