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With the development of new energy industry, IGBT chips will usher in a period of rapid development
IGBT sets MOSFET and BJT two kinds of power semiconductor components advantages (small driving power, fast switching speed, and has the advantages of simple driving circuit, large current, small loss, etc.), so it is widely used in industrial control, new energy vehicles, photovoltaic wind power, frequency conversion white electricity, smart power grid and rail transit and other fields. IGBT is the cornerstone of the development of new energy industry and the essential core component of the "dual carbon" strategy. Attached to the two-carbon policy, the penetration rate of new energy vehicles in China increases rapidly and clean energy develops rapidly, and domestic IGBT enterprises continue to benefit, which is the largest source of market increment for IGBT. Data show that the output of IGBT in 2021 is 25.8 million, with a year-on-year growth of 27.7%, and the demand is 132 million, with a year-on-year growth of 20%. Although the growth rate of domestic production is higher than the growth rate of demand, the localization rate is still less than 20%, and there is a huge gap between the supply and demand of domestic products. The incremental demand of new energy brought by the two-carbon strategy and the localization replacement demand of superimposed stock market will bring huge growth space for the local IGBT market.
First of all, due to IGBT's strict requirements on safety and stability, the replacement cost is high, resulting in IGBT replacement frequency and long product life cycle, which is conducive to local enterprises' technology catch-up. Secondly, the COVID-19 pandemic from 2020 has disturbed the supply chain of overseas IGBT manufacturers to China, further aggravating the severity of the domestic IGBT demand gap. The downstream customers of domestic IGBT have turned to local suppliers, forcing the downstream customers of local IGBT to accelerate the product certification of domestic IGBT, and the intention of domestic substitution continues to improve. Help accelerate the process of localization.
IGBT as one of the important core components of the new energy industry, in recent years, with the double gradual promotion landing in our country and the development of new energy industry, local IGBT enterprises will continue to benefit, the east wind of the great development of new energy, bringing about the spring of large growth of IGBT. On the one hand, China is the largest IGBT demand market in the world, the industry has a large development prospect, but our IGBT self-sufficiency rate is not enough 20%, domestic replacement still has a great improvement space; On the other hand, the performance of local IGBT products has gradually matured, and the performance of some products can be compared to the overseas IGBT big factory products, accelerate the domestic IGBT products market penetration, gradually cut into the high-end market. Focus on vehicle gauge IGBT and the third generation semiconductor power device enterprises Star Semi-conductor, Time Electric, suggested to pay attention to: Xinjie Energy, Shilanwei, macro micro technology and other related companies.
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