In the past two years, due to the impact of the epidemic, IGBT has been in short supply, especially the increase of automobile and industrial consumption, and the relationship between supply and demand continues to be tense. Coupled with the news that TESLA has slashed the consumption of silicon carbide (SiC) by 75%, the shortage of IGBT, which may become one of the alternatives, will be difficult to solve at least until 2024.
IGBT is the only semiconductor component in recent years, which can greatly increase in price and is in short supply all the way. According to industry analysis, there are two major reasons for IGBT shortage. First, the proportion of IGBT used in solar inverters has greatly increased. Second, the semiconductor industry is in an adjustment period, which not only has limited production capacity, but also many productions capacity has been taken away by electric vehicle factories. Under the crowding-out effect, IGBT supply is insufficient.
It is reported that IGBT is a new type of power semiconductor device, the most representative product of the third revolution of power electronics technology recognized internationally, and the core component in the field of industrial control and automation, and its function is similar to that of human heart. IGBT is the main control of new energy vehicles, wind-solar storage inverter/converter, and industrial control core power device. With the increase of penetration rate of new energy vehicles, the demand for wind-solar storage rises, and the market scale of IGBT grows accordingly.
Judging from the progress of domestic manufacturers, IGBT products of manufacturers such as TIMES ELECTRIC, STARPOWER and SIANMICROELECTRONICS have been able to benchmark the seventh generation products of INFINEON; IGBT products from manufacturers such as Time Electric, Starr Semiconductor, BYD Semiconductor, SILANMICROELECTRONICS and MACMIC SCIENCE have achieved mass production in the field of new energy vehicles; Head manufacturers have also achieved batch shipments in photovoltaic and wind power fields, and it is expected that their future performance will achieve rapid growth.
IGBT is one of the important core components in the new energy industry. In recent years, with the gradual promotion of China's dual-carbon policy and the great development of the new energy industry, local IGBT enterprises will continue to benefit. The east wind of the great development of new energy has brought the spring of great growth of IGBT.
New energy development strikes IGBT market in short supply-China exportsemi.com
