Low-altitude economy refers to the use of low-altitude airspace resources to carry out multi-scenario flight activities such as manned and unmanned aerial vehicles carrying people, cargo and other operations, as well as the integrated development of related fields in a comprehensive economic form. With the technological breakthroughs in the field of drones and the gradual improvement of infrastructure in China, the development of low-altitude economy has been accelerated. In recent years, the low-altitude economy led by navigation and drones has been developing rapidly. At present, the application scenarios that have been explored commercially include logistics, tourism, agriculture, firefighting and inspection. Low-altitude economy for the new quality productivity representatives, policy benefits frequently. 2024, the central government has promulgated a number of low-altitude economic policy - March 5, the State Council two sessions of the government's work report refers to "create a low-altitude economy and other new growth engines"; March 18th On March 18, the Civil Aviation Administration held a meeting of the General Aviation Leading Group, aimed at implementing the Party Central Committee, the State Council on the creation of low-altitude economy, strategic emerging industries, major decision-making and deployment requirements, to promote the high-quality development of low-altitude economy. At the same time, governments around the world continue to increase the code and actively introduce policies, in order to seize the window period of emerging industries.
eVTOL is an important carrier of low-altitude economy, and it is a part of low-altitude economy that cannot be ignored. Although the semiconductor industry and low-altitude economy are two different fields, there is a certain connection between them. For example, aerial vehicles such as UAVs and eVTOLs in the low-altitude economy need to use semiconductor components to achieve a high degree of automation and intelligence. At the same time, the development of the low-altitude economy will also drive the demand for high-sex semiconductor products, which will bring new growth points for the semiconductor industry. Battery technology is one of the key factors in the development of eVTOL. eVTOL needs high energy density, long life and fast charging battery to ensure the flight distance and flight time. Currently, lithium-ion batteries have become the preferred batteries for eVTOL due to their high energy density and good cycling performance. The upstream and downstream industrial chain of the low altitude economy is long, and low altitude manufacturing, for example, contains core components and raw materials such as chips, composite materials, connectors, and sensors. The rapid development of this emerging industry has brought significant impact to the semiconductor industry, which is mainly reflected in the following aspects:
- Market demand growth
With the rapid development of low-altitude economy, the demand for UAVs, electric vertical take-off and landing aircraft, etc. is increasing. The core components of these aircraft, including a variety of sensors, control systems, communication equipment, etc., are required to use a large number of semiconductor components, such as microprocessors, memory, power semiconductors, sensors, etc..
- Driven by technological innovation
The products in the field of low-altitude economy put forward higher requirements for semiconductor technology, such as higher computing power, lower power consumption, stronger signal processing capabilities. These have prompted semiconductor manufacturers to provide low-voltage MOS products with extremely low on-resistance, low loss, and high efficiency.
- Synergistic development of the industry
The synergistic development of low-altitude economy and semiconductor industry promotes the improvement and upgrading of industrial chain. Semiconductor companies have established close cooperative relationships with aviation manufacturers and system integrators to jointly promote product performance improvement and cost optimization. For example, Risen Semiconductor's low-voltage MOS-SGT series products are used in UAV brushless motor drives.
The rise of the low-altitude economy has brought new growth and market opportunities for the semiconductor industry, and also put forward higher requirements for semiconductor technology. The cooperation between semiconductor companies and aircraft manufacturers will promote technological innovation and facilitate the improvement and upgrading of the industrial chain. In the future, with the further development of the low-altitude economy, the semiconductor industry is expected to play a more important role in this field and jointly promote social and economic progress.
