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Two sessions proposal: power semiconductors will be the best breakthrough for China core.

cepemchina @ 2020/05/23

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In the special period, the voice of the two sessions is more worthy of expectation.

As China and the us compete in science and technology, the proposals and suggestions on the development of China's semiconductor industry have attracted much attention. Among them, the DPP intends to submit " Proposals on promoting the scientific development of China's power semiconductor industry "

The proposal said that in recent years, the state has introduced a series of policy measures to support and promote the development of the semiconductor industry, and has achieved outstanding results. The layout of the industrial chain has basically been completed, and there is a good situation in the field of power semiconductors.

However, from the perspective of the global power semiconductor market, On the one hand, the traditional silicon power semiconductor still has great room for development. Research shows that the global market of silicon carbide and gallium nitride and other new materials, power semiconductor chips, the market application is about more than 300 million dollars, and the silicon material power semiconductor chip market application amount exceeds 20 billion US dollars. The mainstream of IGBT chips in the international market is the 5 generation, the 6 generation and the 7 generation of silicon materials. The international power semiconductor industry believes that the silicon power semiconductor materials have been verified for 30 years in large-scale market applications, stable and reliable, low in price, and have the space for technological development. They are still the mainstream of market application in the past 7 to 8 years. On the other hand, the third generation semiconductor materials represented by silicon carbide (SiC) and gallium nitride (GaN) are developing vigorously. , However, the development of SiC and Gan power semiconductor devices in China is late, and there is still a big gap in technology. It is gratifying to note that with the support of many national scientific research programs, this aspect has greatly reduced the technical gap with the international community, and has made many achievements.

With the continuous emergence of new applications in the fields of industry, automobile, wireless communication and consumer electronics and the increasingly urgent demand for energy saving and emission reduction, China's power semiconductors have huge market demand, and easily lead to new industries and new technologies. Under the favorable national policies, power semiconductors will be the best breakthrough for "China core".

For this reason, it is recommended that:

First, We will further improve the development policy of the power semiconductor industry, vigorously support the research of silicon power semiconductor chip technology, and support the design and manufacturing process technology of silicon power semiconductor materials, chips and devices. After years of layout and development, our country has certain technical foundation and precipitation in the silicon material IGBT chip technology. We can focus on breakthroughs in the 6 generation power chip product design and mass production process technology of silicon material as the focus of development, take the development strategy of "easy to solve, and difficult to solve" problem, and realize the autonomous supply of power semiconductor chips as soon as possible.

Two. Increasing new materials and tackling key problems in science and technology Big data transmission, cloud computing, AI technology and the Internet of things, including the next energy transmission, have put forward higher and higher requirements for network transmission speed and capacity. The market demand of high-power chips is very large. From the perspective of industrial development, new materials such as silicon carbide and gallium nitride have obvious advantages in power semiconductors, and are the core technology direction of the next generation of power semiconductors. At present, the market of silicon carbide and gallium nitride is in the initial stage, and the gap between domestic manufacturers and overseas traditional giants is relatively small.

  • First, the development of new materials for power semiconductors should be included in the national plan. We should comprehensively deploy and try our best to seize the strategic commanding heights.

  • Two is to guide enterprises to actively meet future application needs, and conduct forward-looking layout. 。 To promote power semiconductor leading enterprises to tackle a number of key technologies and application problems of industrial development, and seize the initiative in international competition.

  • Three, we should avoid overheating the new concept. 。 From the discovery potential to industrialization, new materials need to establish an efficient industry university research system and create a more open and inclusive investment environment.

Three, prudently support the acquisition of foreign power semiconductor enterprises. Through acquisition, it is difficult to fully learn and master advanced international power semiconductor chip design and manufacturing process technology, and the products manufactured by overseas factories are still in danger of being unable to export to China.

Overview of power semiconductors

Power semiconductor is the core of power conversion and circuit control of electronic devices. In essence, it is used to realize the functions of power switch and power conversion by utilizing the unidirectional conductivity of semiconductors, so as to realize frequency conversion, phase change, variable voltage, inverter, rectification, amplification and switch. It is widely used in automobile, communication, consumer electronics and industrial fields.
Power semiconductors are mainly divided into power devices and power IC. Among them, power devices mainly include Diodes, transistors, and thyristors The three category is the transistor, which is the largest market share in discrete devices. Common transistors are BJT, IGBT and MOSFET. MOSFET and IGBT are gradually becoming mainstream, and multiple IGBT can be integrated into IPM modules for high current and high voltage environments. Power IC is a module integrated by power semiconductor and drive circuit, power management chip and so on. It is mainly used in low current and low voltage environment.
Figure: power semiconductor classification (BOC)
According to Yole data, power IC accounts for 54% of the global power semiconductor market in 2017. It is the largest power semiconductor product with the largest market share. The MOSFET market scale accounts for 17%, and the power diode market scale accounts for 15%. Because of the wide range of IGBT operation frequency, it can cover a higher power range, and the market scale accounts for 12%.

Figure: power semiconductor market structure (new era securities)

Diode: Diode is the simplest power device. It is usually used in voltage stabilizing circuit, rectifier circuit, detection circuit and so on. The rectifier is made up of diodes and some metals stacked, and the two are functionally similar. According to Yole data, the global market of diode and rectifier in 2016 is US $3 billion 343 million, of which the rectifier market is US $2 billion 758 million, accounting for 82.50%.
MOSFET (metal oxide semiconductor field effect transistor) : It can be widely used in digital circuits and analog circuits. It can be used in switching power supply, ballast, high frequency induction heating and other fields. MOSFET accounts for the highest proportion in power devices. In 2018, the global MOSFET market was US $5 billion 961 million, accounting for 39.78% of the power device market. The global market is expected to reach US $6 billion 881 million in 2020.

Figure: Global MOSFET market size (new era securities)

IGBT (insulated gate bipolar transistor) : It is the core of motor drive. It is widely used in inverters, frequency converters and so on. Its application area is very extensive. Small appliances, digital products, large aerospace, high-speed rail and other fields, new applications of new energy vehicles, smart grids and so on will also use IGBT in large quantities. IGBT is divided into IGBT chip and IGBT module. IGBT module is commonly used in large current and large voltage environment. The global IGBT chip market is expected to reach US $1 billion 407 million in 2022, and the IGBT module market will be US $4 billion 775 million.

Figure: Global IGBT market size

Power IC: Power IC is usually integrated by power devices, power management chips and driving circuits, and can withstand relatively small current. Modules that can withstand large current are usually IPM modules formed by IGBT integration. Power IC can be divided into five main categories: linear regulator, switching regulator, voltage reference, switch IC and other power IC.

The applications of power semiconductors are extensive, and the market scale continues to grow.

According to Yole data, In 2017, the global power semiconductor market was US $32 billion 700 million, which is expected to reach US $42 billion 600 million by 2022, with a compound growth rate of 5.43%. 。 Among them, industry, automobile, wireless communication and consumer electronics are the top four terminal markets of power semiconductors. According to the data of the China Industrial and Commercial Research Institute, the industrial application market accounted for 34% of the global power semiconductor market in 2017, accounting for 23% in the automotive sector, 20% in consumer electronics and 23% in wireless communications. With the increasingly urgent demand for energy saving and emission reduction, the application field of power semiconductors has gradually entered the market of new energy, smart grid, rail transit and frequency conversion home appliances from the traditional industrial field and the 4C field.

Figure: global power semiconductor market size

Figure: power semiconductor terminal market structure

Benefiting from emerging applications in the fields of industry, power grid, new energy vehicles and consumer electronics, the market size of power semiconductor devices continues to grow. According to Yole data, the market of global power semiconductor devices in 2017 is US $14 billion 401 million. It is estimated that by 2022, the power semiconductor device market will reach US $17 billion 488 million and the compound growth rate will be 3.96%.

Figure: global power semiconductor device market size

Industry: Industry is the largest market of power semiconductors. The demand for power semiconductors, such as numerically controlled machine tools and tractors, is very large. The power semiconductor used mainly is IGBT.

According to the data of the China Industrial and Commercial Research Institute, the market scale of the global industrial power semiconductors in 2016 is US $9 billion, benefiting from the progress of industrial technology, the market scale of the global industrial power semiconductor will reach US $12 billion 500 million in 2020, and the compound growth rate will be 8.56%.
Automotive electronics: Compared with traditional cars, electric vehicles will add a large number of power semiconductor devices related to battery energy conversion, and power semiconductor applications will increase significantly. According to McKinsey statistics, the cost of semiconductors for pure electric vehicles is nearly 1 times higher than that of traditional cars. According to CIC and Infineon data, the global automotive power semiconductor market in 2017 was US $5 billion 800 million, which is expected to reach US $7 billion in 2020 and a compound growth rate of 6.47%.
At the same time, the demand for power semiconductors matched with new energy vehicles is also great. New energy vehicle charging piles are divided into DC IGBT charging piles and AC MOSFET charging piles. The demand for DC charging piles is 1 million 510 thousand in 2020, and the demand for AC charging piles is 906 thousand. In 2020, the demand for power semiconductors in the global charging pile market is 1 billion 522 million US dollars.
Smart grid: A large number of inverters and rectifiers are used in the process of smart grid generation, and the core power semiconductor is IGBT. Photovoltaic power grid also needs to use a large number of photovoltaic diodes. It is estimated that the global PV power semiconductor market will be 2 billion 754 million US dollars in 2020.
Communications industry: 5G will become the growth power of the communications power semiconductor market, and 5G communication will drive the construction of base stations and other equipment. The scale of the communications equipment market is increasing and the demand for power semiconductors is increasing. According to the CIC data, the scale of the global communication power semiconductor market will increase from 5 billion 745 million US dollars in 2017 to US $6 billion 596 million in 2020, and the compound growth rate will be 4.71%. The 5G base station upgrading is the most important driving force in the communication power semiconductor market.
Consumer electronics: Many types of consumer electronics, such as television, mobile phones, refrigerators, air conditioners and other products, all use power semiconductors, usually small voltage power semiconductors, such as MOSFET. Thanks to the popularity of Type-C interface and upgrading of electronic products, consumer electronics demand for power semiconductors has steadily increased. According to CIC data, the market scale of global consumer electronics power semiconductors in 2017 is US $1 billion 960 million, and the market size is expected to reach US $2 billion 300 million by 2020, with a compound growth rate of 5.48%.

Market structure

The power semiconductor industry has a high barrier. In the field of high-end power devices, leading manufacturers in the US, Japan and Europe are dominant. 。 According to IHS statistics, Infineon, A Morimi, STMicroelectronics, MITSUBISHI electric and Toshiba semiconductors are the top five power semiconductor suppliers in the world. The top five Suppliers account for 42.6%, and the top ten Suppliers account for 60.6%.
Most of the power semiconductor manufacturers adopt the IDM mode. They have a complete wafer fab, a chip manufacturer and a packaging factory. The advantages of vertical integration are obvious. They have strong ability in cost and quality control, and strong in strength. The power semiconductor manufacturers in Europe, America and Japan are mostly IDM models, mainly high-end products. Most of the manufacturers in mainland China are also IDM models. The products are mainly low-end diodes and low-voltage MOSFET, and the strength is weak. Taiwan, China is mainly Fabless mode, mainly responsible for chip fabrication and sealing.

Figure: competition situation of power semiconductors
From the supply side, the main producing areas of global power semiconductors are concentrated in Europe and America, occupying most of the market share of global power semiconductors. 。 Next is Taiwan, China, which currently occupies 10% of the world's market share. China is mainly low-end power semiconductors, such as diodes, low voltage MOSFET and thyristors, and is currently weak in strength, occupying 10% of the world's market share.

From the demand side, China is the largest power semiconductor consumer in the world. 。 According to Yole data, China's power semiconductor market occupies 39% of the world's total, ranking first.

In this sense, power semiconductors in mainland China are seriously mismatched in supply and demand. The domestic market is dominated by low-end products. 。 With the increasing application of new fields and the upgrading of European and American products, the industry has been transferred to China. There will be much room for growth in the domestic market.

Figure: global power device supply according to regional division ratio

Figure: global power device demand by Region

Global power semiconductor manufacturers

Mainland China's manufacturing enterprises:

Yang Jie Technology: leading in the field of photovoltaic diodes, the market share of domestic power devices is second.
Czech micro power: consumer electronics field thyristor tap, domestic thyristor market share of more than 45%.
Taiji shares: industrial control area thyristor tap.
Hua Wei Electronics: the domestic leader of the medium power IGBT industry.
Shi Lan Wei: the leading company of medium and high power IGBT.
Star semi conductor: domestic IGBT leader, IGBT is the world's top ten.
Huarun micro: the largest domestic business revenue, the most complete product range of MOSFET manufacturers.
Wen Tai Technology: the main products of the semiconductor semiconductor discrete devices, logic devices and MOSFET devices are located in the top three of the world.
Suzhou solid TC: the leader of domestic rectifier and one of the largest manufacturers of diodes in the world.

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