In this dynamic land of Jiangsu Province, the investment boom of power module projects is in full swing, which not only demonstrates the ambition of the region in the field of power semiconductors, but also reflects the optimistic expectation and firm confidence of the entire semiconductor industry in the future market demand. The following is an in-depth analysis and commentary on this trend by China Exportsemi, aiming to reveal the market logic, technical details, industry impact and future prospects behind it.
1. Market Trends & Technological Innovations: The Art of Packaging Power Modules
As the core component of the power electronic system, the packaging technology of the power module is directly related to the performance, reliability and service life of the device. With the rapid development of power electronics technology, the packaging process of power modules is constantly innovating and optimizing to meet the growing market demand. Taking the Korea Epert Power Semiconductor Wafer Grinding and Testing Project as an example, the project has taken root in Lingang Development Zone, Jiangsu Province, with a total investment of up to 285 million yuan, aiming to build a new wafer chip test grinding and cutting processing production line, as well as a power module and intelligent module packaging production line. The implementation of this project will not only improve the packaging technology level of power modules, but also promote the competitiveness of Jiangsu Province and even China in the global power semiconductor market to a new level.
Figure: Korea's Epert power semiconductor project landed in Jiangsu, with a total investment of 285 million.
2. Layout of industry giants: Rogers Electronics' strong entry
The official opening of Rogers Electronic Materials (Suzhou) Co., Ltd. marks the official opening of the $100 million project. As the world's leading research and development and manufacturing enterprise of high-end semiconductor power module ceramic substrates, Rogers has a market share of more than 40%, and its products are widely used in new energy vehicles, renewable energy and other fields. Rogers' strong entry is not only a strong supplement to the power semiconductor industry in Jiangsu Province, but also a positive response to the future development trend of the global power semiconductor market. Rogers' choice undoubtedly sends a clear signal: the leading companies in the industry are confident in the future of power semiconductors and are willing to make long-term and continuous investments in this field.
3. Data support: Steady growth of China's power semiconductor market
According to data from China Industry Information Network, the IGBT market in Chinese mainland is expected to reach 29.08 billion yuan in 2023, a year-on-year increase of 11.6%; The MOSFET market size is expected to reach 39.62 billion yuan, a year-on-year increase of 4.8%. These data not only reflect the steady growth trend of China's power semiconductor market, but also reveal the strong demand for high-end, high-performance power semiconductor products. With the rapid development of emerging fields such as new energy vehicles, charging piles, and photovoltaic inverters, the market demand for power semiconductors will continue to grow, providing a broad space for the development of the power semiconductor industry in Jiangsu Province and even China.
4. Project impact and reshaping of global supply chains
These power module projects in Jiangsu Province will not only drive local economic development and enhance industrial competitiveness, but also may have a far-reaching impact on the global power semiconductor supply chain. With the rapid development of new energy vehicles, charging piles and photovoltaic inverters, the demand for power semiconductors will continue to grow, and the commissioning of these projects in Jiangsu Province will undoubtedly enhance China's competitiveness in the global power semiconductor market and promote the reshaping and optimization of the global supply chain.
5. Future outlook: Broad prospects for the power semiconductor industry
The intensive implementation of power module projects in Jiangsu Province is a microcosm of the development of China's power semiconductor industry and the investment storm of the global semiconductor industry. With the advancement of technology and the growth of market demand, these projects are expected to further enhance China's position in the global power semiconductor market and promote China's transformation from a "manufacturing power" to a "manufacturing power". At the same time, these investments also reflect the industry's positive expectations for future development trends, indicating that the power semiconductor industry will usher in broader development prospects. In the coming days, we have reason to believe that China's power semiconductor industry will play a more important role in the global market and contribute Chinese wisdom and strength to promote the prosperity and development of the global semiconductor industry.
