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On October 21, Shenzhen BYD Microelectronics Co.
, Ltd.
and Shanghai Advanced Semiconductor Manufacturing Co.
, Ltd.
signed an agreement to cooperate to build an IGBT (insulated-gate bipolar transistor) localization industry chain, which will accelerate the localization process
of new energy vehicle chips.
It is understood that BYD Microelectronics and Shanghai Advanced have been promoting the cooperation
of IGBTs for new energy vehicles since March 2014.
At present, the two parties have developed 2 products on the 1200V platform, and have passed a full set of automotive-grade reliability standard tests and started loading trials
.
In August 2015, Shanghai Advanced officially entered the supply chain
of IGBT for BYD's new energy vehicles.
The two parties will make full use of their respective advantages, carry out a "strong combination" of IGBT core key technology and semiconductor chip manufacturing technology with independent intellectual property rights, accelerate the localization of IGBT chips for new energy vehicles, jointly promote the IGBT design and chip manufacturing process, improve China's IGBT industry chain, and strive to achieve the goal
of truly "independent and controllable" domestic semiconductor industry.
The coordinated growth of the integrated circuit industry and new energy vehicles will affect the two key industries
in "Made in China 2025".
"The opportunities of the integrated circuit industry are relatively clear, and the national integrated circuit industry fund, local small funds in Shanghai and other places, etc.
, have become a consensus
to support integrated circuit manufacturing.
" IGBT as a special process integrated circuit manufacturing, will also receive policy support
.
The opportunities of new energy vehicles are self-evident, and the development plan of the industry itself and the construction of related supporting facilities have been clarified
.
If the two are combined, it will be a fusion of two thematic opportunities for the industry itself and the capital market, with a huge
impact.
Cinda Securities analysts said
.
According to reports, IGBT is a representative product of the third technological revolution of power semiconductor devices, with easy drive, simple control, high switching frequency, low on-voltage, large on-state current, small loss, etc.
, is the key core component of automatic control and power conversion, widely used in rail transit equipment, aerospace, transmission and distribution systems, industrial frequency conversion, wind power and other industries
.
In the field of new energy vehicles, IGBT is the core power device for driving and charging new energy vehicles, and IGBT devices in motor controllers, generator controllers and charging piles are in great demand
.
It is reported that China has become the largest consumer of IGBT, and the annual demand for IGBT has exceeded 7.
5 billion yuan, and the annual growth
rate is more than 30%.
However, in China, widely used high-power IGBT devices basically rely on imports, and are completely subject to foreign companies in terms of delivery cycle and purchase price, which has affected the implementation of
the domestic new energy vehicle strategy.
On October 21, Shenzhen BYD Microelectronics Co.
, Ltd.
and Shanghai Advanced Semiconductor Manufacturing Co.
, Ltd.
signed an agreement to cooperate to build an IGBT (insulated-gate bipolar transistor) localization industry chain, which will accelerate the localization process
of new energy vehicle chips.
It is understood that BYD Microelectronics and Shanghai Advanced have been promoting the cooperation
of IGBTs for new energy vehicles since March 2014.
At present, the two parties have developed 2 products on the 1200V platform, and have passed a full set of automotive-grade reliability standard tests and started loading trials
.
In August 2015, Shanghai Advanced officially entered the supply chain
of IGBT for BYD's new energy vehicles.
The two parties will make full use of their respective advantages, carry out a "strong combination" of IGBT core key technology and semiconductor chip manufacturing technology with independent intellectual property rights, accelerate the localization of IGBT chips for new energy vehicles, jointly promote the IGBT design and chip manufacturing process, improve China's IGBT industry chain, and strive to achieve the goal
of truly "independent and controllable" domestic semiconductor industry.
The coordinated growth of the integrated circuit industry and new energy vehicles will affect the two key industries
in "Made in China 2025".
"The opportunities of the integrated circuit industry are relatively clear, and the national integrated circuit industry fund, local small funds in Shanghai and other places, etc.
, have become a consensus
to support integrated circuit manufacturing.
" IGBT as a special process integrated circuit manufacturing, will also receive policy support
.
The opportunities of new energy vehicles are self-evident, and the development plan of the industry itself and the construction of related supporting facilities have been clarified
.
If the two are combined, it will be a fusion of two thematic opportunities for the industry itself and the capital market, with a huge
impact.
Cinda Securities analysts said
.
According to reports, IGBT is a representative product of the third technological revolution of power semiconductor devices, with easy drive, simple control, high switching frequency, low on-voltage, large on-state current, small loss, etc.
, is the key core component of automatic control and power conversion, widely used in rail transit equipment, aerospace, transmission and distribution systems, industrial frequency conversion, wind power and other industries
.
In the field of new energy vehicles, IGBT is the core power device for driving and charging new energy vehicles, and IGBT devices in motor controllers, generator controllers and charging piles are in great demand
.
It is reported that China has become the largest consumer of IGBT, and the annual demand for IGBT has exceeded 7.
5 billion yuan, and the annual growth
rate is more than 30%.
However, in China, widely used high-power IGBT devices basically rely on imports, and are completely subject to foreign companies in terms of delivery cycle and purchase price, which has affected the implementation of
the domestic new energy vehicle strategy.
