IGBT has long relied on foreign giants in the new energy industry, and it is difficult to find a "core"
release time：
2022-08-09 16:00
source：
Since 2018, new energy vehicles have maintained a relatively rapid development. On December 10, the National Passenger Vehicle Market Information Joint Association (hereinafter referred to as the "Passenger Association") released the production and sales data of my country's passenger vehicles in November. The wholesale sales of new energy vehicles in November reached 136,000 units, a month-on-month increase of 19.1% and a year-on-year increase of 69%; of which plug-in hybrid increased by 87% year-on-year, and pure electric increased by 65% year-on-year. From January to November, 880,000 new energy passenger vehicles were wholesaled.
However, with the rapid development of new energy vehicles, the insufficient production capacity of its upstream components is likely to cause "stuck necks". Chen Gang, general manager of BYD's sixth division and solar division, introduced that in terms of production capacity, the development of new energy vehicles will be limited by the current production capacity of batteries and IGBT products.
Relevant data shows that China's IGBT market has always been monopolized by international giants, and 90% of the market is in the hands of overseas giants such as Infineon and Mitsubishi. Zhou Shengming, vice chairman of IC Design Branch of China Semiconductor Industry Association, said that the largest single product imported in China is chips, and companies are dependent on foreign products, but this dependence is not desirable, especially when products compete.
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2022-07-08
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