Ho phaella ho MCU le MPU, khaello ea li-chips tsa likoloi ke matla a IC a amehileng ka ho fetisisa, ao IGBT e ntseng e haella, 'me potoloho ea ho fana ka lihlahisoa tsa lihlahisoa tsa machaba tsa IDM e atolositsoe ho feta libeke tsa 50.Likhamphani tsa lapeng tsa IGBT li latela mokhoa oa 'maraka haufi,' me matla a tlhahiso a haella.
Tlas'a ho phatloha ha mocheso, phepelo le tlhoko eaIGBTli thata haholo.
IGBT ea boemo ba likoloi ke karolo ea mantlha ea lilaoli tse ncha tsa makoloi a matla, li-air conditioner tsa koloi, liqubu tsa ho tjhaja le lisebelisoa tse ling.Boleng ba lisebelisoa tsa semiconductor tsa motlakase likoloing tse ncha tsa matla li feta makhetlo a mahlano ho feta likoloi tsa khale tsa mafura.Har'a bona, IGBT e nka hoo e ka bang 37% ea litšenyehelo tsa tsamaiso ea elektronike ea likoloi tse ncha tsa matla, kahoo ke e 'ngoe ea lisebelisoa tsa elektronike tse ka sehloohong tsamaisong ea taolo ea elektronike.
Ka 2021, thekiso ea likoloi tse ncha tsa China e ne e le li-unit tse limilione tse 3.52, keketseho ea selemo le selemo ea 158%;Lithekiso halofong ea pele ea 2022 e ne e le li-unit tse limilione tse 2.6, keketseho ea selemo le selemo ea makhetlo a ka bang 1.2.Ho lebelletsoe hore thekiso ea likoloi tse ncha tsa matla e tla tsoelapele ho fihla ho li-unit tse ka bang limilione tse 5.5 ka 2022, sekhahla sa kholo ea selemo le selemo se ka bang 56%.E tsamaisoa ke kholo e potlakileng ea tlhahiso le thekiso ea likoloi tse ncha tsa matla, tlhoko ea IGBT e ntse e hola ka potlako.
Leha ho le joalo, khatello ea indasteri ea IGBT ea boemo ba likoloi e phahame haholo.Ka lebaka la potoloho e telele ea netefatso ea li-module tsa IGBT tsa boemo ba likoloi le litlhoko tse phahameng tsa tekheniki le ts'epahalo, phepelo ea hajoale ea lefats'e e ntse e tsepame haholo ho baetsi ba IDM, ho kenyeletsoa Infineon, ON Semiconductor, SEMIKRON, Texas Instruments, STMicroelectronics, Mitsubishi Electric, joalo-joalo. Ha e le hantle, lifeme tse ling tsa IDM li boletse phatlalatsa bohareng ba selemo, 'me litaelo li ne li tletse ho fihlela ka 2023 (ha e qheleloe ka thōko hore bareki ba bang ba ka ba le li-oda tse fetang).
Mabapi le nako ea ho fana, nako ea hona joale ea ho fana ka lihlahisoa tse kholo tsa kantle ho naha hangata e ka ba libeke tse 50.Ho ea ka tlaleho ea 'maraka oa Future Electronics' Q4, IGBT, nako ea ho fana ka Infineon ke libeke tse 39-50, nako ea ho fana ka IXYS ke libeke tsa 50-54, nako ea ho fana ka Microsemi ke libeke tsa 42-52, 'me nako ea ho fana ka STMicroelectronics ke libeke tse 47-52.
Ke hobane'ng ha khaello ea tšohanyetso ea sekala sa koloi IGBT?
Pele ho tsohle, nako ea kaho ea matla a tlhahiso ke nako e telele (ka kakaretso e ka bang lilemo tse 2), 'me ho atolosoa ha tlhahiso ho tobana le mathata a ho reka thepa,' me ho hlokahala ho lefa chelete e ngata ho reka thepa ea bobeli.Haeba matla a phepelo ea IGBT 'marakeng a le kholo haholo ho feta tlhoko, theko ea GBT e tla theoha ka potlako.Infineon, Mitsubishi le Fujifilm li etsa liphesente tse fetang mashome a robeli a matla a tlhahiso ea lefats'e, 'me tlhoko ea mebaraka ke ntlha ea bohlokoa eo ba lokelang ho e nahana.Taba ea bobeli, litlhoko tsa boemo ba koloi li batla li phahame, hang ha li phethiloe, litlhaloso tsa sehlahisoa li ke ke tsa lokisoa ka nakoana, le hoja kaofela li le IGBT, empa hobane li le likarolong tse fapaneng, litlhoko tsa IGBT li fapane ka ho feletseng, 'me ha ho na monyetla. ea ho kopanya, e bakang litšenyehelo tse phahameng tsa melapo e ntseng e eketseha ea tlhahiso 'me e ke ke ea aroloa.
Likhamphani tsa IGBT li na le molumo o felletseng oa taelo, 'me matla a tlhahiso a haella
Ka lebaka la nako e telele ea ho etella pele ea IGBT ea IDM ea machabeng, baetsi ba likoloi ba EV ba lehae ba ntse ba tsoela pele ho retelehela ho barekisi ba lehae.Ka lebaka leo, bahlahisi ba bangata ba Machaena ba IGBT ba ntse ba phehella merero ea katoloso ea bokhoni ka mafolofolo, kaha ba se ba amohetse litaelo tse ngata tsa IGBT tse tsoang ho baetsi ba likoloi.
(1)Semiconductor ea linaleli
Joaloka moetapele oa IGBT, Star Semiconductor e fihletse phaello ea li-yuan tse limilione tse 590 likarolong tse tharo tsa pele tsa selemo sena, keketseho ea selemo le selemo ea makhetlo a 1.21, sekhahla sa kholo se feta chelete ea ts'ebetso, 'me phaello ea thekiso e fihlile ho 41.07. %, keketseho ho tloha kotareng e fetileng.
Puisanong ea liphetho tsa kotara ea boraro ka la 5 Tšitoe, batsamaisi ba k'hamphani ba ile ba tsebahatsa hore matla a mantlha a kholo ea lekeno libakeng tsa morao tjena e tsoa ho keketseho e tsoelang pele le e potlakileng ea lihlahisoa tsa k'hamphani ka likoloi tse ncha tsa matla, li-photovoltaics, polokelo ea matla, matla a moea le liindasteri tse ling, le keketseho e tsoelang pele ea karolo ea 'maraka;Ka tokollo ea sekala, ntlafatso ea sebopeho sa sehlahisoa, le ntlafatso ea tlhahiso le ts'ebetso ea ts'ebetso, phaello e felletseng ea k'hamphani e ntse e hola.
Ho latela pono ea sebopeho sa lekeno, ka Pherekhong ~ Loetse, lekeno la Star Semiconductor ho tsoa indastering e ncha ea matla (ho kenyeletsoa likoloi tse ncha tsa matla, phepelo ea matla a macha, le polokelo ea matla) e bile karolo e fetang halofo, ea fetoha matla a mantlha a ts'ebetso ea k'hamphani. kgolo.Har'a tsona, li-module tsa semiconductor tsa k'hamphani li 'nile tsa sebelisoa haholo ho baetsi ba likoloi tse ncha tsa motlakase ka lilemo tse ngata,' me karolo ea eona ea 'maraka e ntse e eketseha,' me e fetohile mofani oa ka sehloohong oa li-module tsa likoloi tsa likoloi tsa motlakase bakeng sa tse ncha tsa malapeng. likoloi tsa matla.
Ho ea ka liphatlalatso tse fetileng, li-module tsa IGBT tsa Star Semiconductor tsa likoloi tsa batsamaisi ba likoloi tse kholo li ile tsa tsoela pele ho eketseha, ka kakaretso ea likoloi tse ncha tsa matla tse fetang 500,000 halofo ea pele ea selemo, 'me ho lebeletsoe hore palo ea likoloi e tla eketseha le ho feta. karolong ea bobeli ea selemo, moo ho tla kenngoa mefuta e fetang 200,000 ea A-class le ka holimo.
(2)Hongwei Technology
Moetsi oa IGBT Hongwei Technology e boetse e ruile molemo ho nts'etsopele ea 'maraka o mocha oa matla,' me k'hamphani e fihletse phaello ea li-yuan tse limilione tse 61.25 karolong ea pele e meraro ea selemo sena, keketseho ea selemo le selemo ea hoo e ka bang 30%;Har'a bona, kotara ea boraro e fihletse li-yuan tse limilione tse 29.01, keketseho ea selemo le selemo e batlang e imena habeli, 'me phaello e kholo ea thekiso e ne e le 21.77%, hoo e ka bang halofo ea Star Semiconductor.
Mabapi le phapang lipakeng tsa phaello e felletseng, batsamaisi ba Macro Micro Technology ba ile ba supa phuputsong ea setheo ka Pulungoana hore phaello e felletseng ea k'hamphani bakeng sa selemo kaofela sa 2022 e maemong a tšoanang le a 2021, mme ho ntse ho na le lekhalo le itseng. le lik'hamphani tse indastering e le 'ngoe, tse anngoeng haholo ke ho nyoloha ha mela ea tlhahiso.
Khamphani e fumane liodara tse ngata, empa ka lebaka la khaello ea lisebelisoa tse tala tsa mantlha le bokhoni bo sa tsoa eketsoa ba k'hamphani ba liteko tse koetsoeng bo ntse bo le boemong bo holimo, e ke ke ea khona ho fihlela tlhoko ea 'maraka hajoale.Baokameli ba Macro Micro Technology ba hlahisitse hore, ka lebaka la keketseho e kholo ea lekeno la k'hamphani ka likoloi tsa motlakase tsa photovoltaic le masimo a mang, k'hamphani e arabela ka mafolofolo litlhoko tsa bareki ba tlaase, 'me matsete a thepa a ntse a tsoela pele, ha litšenyehelo tsa ho theoha li ntse li eketseha haholo. .Ho phaella moo, mokhoa oohle oa tlhahiso ea ho atolosa o ntse o le sethaleng sa ho hloa, 'me sekhahla sa tšebeliso ea matla se hloka ho ntlafatsoa.Nakong e tlang, ka tokiso ea sebopeho sa kopo ea k'hamphani, ntlafatso ea ts'ebeliso ea bokhoni le ho hlaha ha sekala, ho lebelletsoe ho ntlafatsa phaello ea kakaretso ea khamphani.
(3)Silan micro
Joalo kaIDM mode semiconductor, Lihlahisoa tse ka sehloohong tsa Silan Micro li kenyelletsa lipotoloho tse kopantsoeng, lisebelisoa tsa semiconductor discrete, le lihlahisoa tsa LED.Likarolong tse tharo tsa pele tsa selemo sena, k'hamphani e fihletse phaello ea li-yuan tse limilione tse 774, e leng keketseho ea selemo le selemo ea 6.43%, eo, e anngoeng ke ho fokotseha ha tlhokahalo ea 'maraka oa lisebelisoa tsa elektronike tsa bareki, lithibelo tsa matla. joalo-joalo, chip ea lisebelisoa tsa k'hamphani le litaelo tsa LED li ile tsa theoha, 'me phaello ea kakaretso ea k'hamphani karolong ea boraro e theohile ka hoo e ka bang 40% selemo le selemo.
Phuputsong ea morao tjena ea mekhatlo, batsamaisi ba Silan Micro ba boletse esale pele hore chelete ea k'hamphani e lebeletsoe ho nyoloha ka mokhoa o tsitsitseng karolong ea bone, 'me lihlahisoa tse ncha tsa matla a likoloi li kopane butle-butle le maemo a palo e kholo ea thepa;Karolo ea bone ea 'maraka oa thepa e tšoeu e tla ba nako ea tlhōrō, e ka fetisetsoang halofo ea pele ea selemo se tlang;Karolo ea bone ea 'maraka oa thepa e tšoeu e tla ba nako ea tlhōrō, e ka fetisetsoang halofo ea pele ea selemo se tlang;
Mmarakeng oa IGBT, li-tubes le li-module tsa Silan Micro tsa IGBT li 'nile tsa sebelisoa haholo lefapheng la indasteri le ho atolosoa ho matla a macha le likoloi.Ho ea ka litlaleho, tlhahiso ea khoeli le khoeli ea IGBT ea 12-inch ea khoeli le khoeli ke likotoana tse 15,000, empa e anngoe ke khaello ea li-substrates, boemo ba sebele ha bo e-s'o fihleloe, 'me hona joale bo ntse bo rarolloa, hammoho le mohala oa 8-inch le 6- inch line e na le bokhoni ba tlhahiso ea IGBT, kahoo karolo ea chelete ea lihlahisoa tse amanang le IGBT e eketsehile haholo, 'me ho lebeletsoe khōlo e eketsehileng nakong e tlang.
Bothata bo boholo boo re tobaneng le bona hona joale ke hore ho na le khaello ea substrate.Rōna le bafani ba thepa e ka holimo-limo re khothalletsa ka mafolofolo tharollo ea FRD (diode ea ho hlaphoheloa kapele), e neng e le bothata bo boholo ho rona karolong ea bobeli, 'me joale re ntse re e rarolla butle-butle, ho boletse molaoli e moholo oa Shlan Micro.
(4)Ba bang
Ntle le likhoebo tse boletsoeng ka holimo, khoebo ea IGBT ea lik'hamphani tsa semiconductor tse kang BYD Semiconductor, Times Electric, China Resources Micro, le Xinjieneng e fihletse ntlafatso e kholo, mme lihlahisoa tsa IGBT tsa boemo ba likoloi le tsona li fihletse katleho e kholo 'marakeng.
China Resources Micro e boletse phuputsong ea mokhatlo o amohelang hore matla a tlhahiso ea mohala oa IGBT8-inch o ntse o eketseha, 'me mohala oa tlhahiso ea Chongqing 12-inch o boetse o na le moralo oa bokhoni ba lihlahisoa tsa IGBT.Selemong sena IGBT e lebelletsoe ho fihlela thekiso ea limilione tse 400, selemong se tlang ho habeli thekiso ea lihlahisoa tsa IGBT indastering ea likoloi tsa taolo ea matla a macha le likarolo tse ling tsa thekiso ho eketsa ho eketseha, hona joale li ikarabellang bakeng sa 85%.
Times Electric e boetse e phatlalalitse haufinyane hore e ikemiselitse ho eketsa motse-moholo oa Zhuzhou CRRC Times Semiconductor Co., Ltd. ka li-yuan tse limilione tse likete tse 2.46, 'me keketseho ea chelete e tla sebelisoa bakeng sa CRRC Times Semiconductor ho reka karolo ea thepa ea karolo ea likoloi e tšehetsang merero ea kaho. (ho kenyeletsoa le merero ea IGBT) ho tsoa k'hamphaning.
Baetsi ba IGBT ba kenya nako ea bonase, "spoiler" mohloli o sa feleng
Nako ea kabo ea IGBT e qalile ho hlaha, e seng e hohetse meralo e mengata e mecha.
(1)Xinpengwei
Haufinyane tjena, Xinpengwei o boletse phuputsong ea setheo hore projeke ea 2022 ea ho bokella chelete e tsitsitseng - projeke e ncha ea koloi ea motlakase e tla nts'etsapele lisebelisoa tsa taolo ea phepelo ea motlakase o phahameng haholo, li-chips tsa mokhanni oa borokho bo matla, li-chips tsa ho itšehla thajana tse phahameng, li-chips tsa mohloli oa motlakase, le lisebelisoa tse bohlale tsa IGBT le SiC.
Lihlahisoa tse ka sehloohong tsa Xinpeng Micro ke lichifi tsa taolo ea matla PMIC, AC-DC, DC-DC, Gate Driver le lisebelisoa tsa motlakase tse tšehetsang, 'me lisebelisoa tsa hajoale tsa taolo ea matla li na le likarolo tse fetang 1300.
Xinpengwei o boletse hore lilemong tse tharo tse tlang, k'hamphani e tla qala lihlahisoa tse tsoetseng pele tse kopaneng tsa matla a semiconductor bakeng sa mmaraka oa taolo ea indasteri o thehiloeng ho Smart-SJ, Smart-SGT, Smart-Trench, Smart-GaN sethala se secha sa theknoloji ea chip ea bohlale. .
(2) Geely
Ka Mphalane 2021, ho ile ha tlalehoa hore IGBT ea Geely e ntse e ntlafatsoa.Haufinyane tjena, sethala sa likopo sa Geely se ile sa lokolla "Phatlalatso ea Boikarabelo bakeng sa Morero oa Tlhokomelo ea Mokhahlelo oa Pele oa Morero oa Phetoho ea Fektheri ea Jinneng Microelectronics".Phatlalatso e bontšitse hore Geely o ile a ikopanya le sehlopha se iketselitseng sa IGBT sephutheloana.
Ho ea ka phatlalatso, karolo ea pele ea morero oa phetoho ea fektheri ea Jinneng Microelectronics e ka bang lisekoere-mithara tse 5,000, 'me karolo ea pele ea polante e nang le tlhahiso ea selemo le selemo ea lihlopha tsa 600,000 tsa li-module tsa motlakase tsa IGBT e hahiloe, haholo-holo ho kenyeletsa 3,000 square metres ea 10,000. lisekoere-mithara tsa likamore tse hloekileng le lilaboratori, lisekoere-mithara tse 1 000 tsa liteishene tsa motlakase, le lisekoere-mithara tse 1 000 tsa sebaka sa polokelo le sebaka sa liofisi.
Ho tlalehoa hore mekhoa ea ho khanna ea motlakase eaGeely New Energy(ho kenyeletsoa Geely, Lynk & Co, Zeekr le Ruilan), lets'oao le kopaneng la Smart Motor le Polestar hoo e ka bang kaofela li sebelisa li-module tsa motlakase tsa IGBT.Extreme Krypton le Smart Motor li tla sebelisa 400V SiC ka ho hlaka.
Nako ea poso: Dec-12-2022