US Secretary of Commerce: We do not intend to completely stop supplying semiconductors to China
2023-09-04
US Secretary of Commerce Raymondo (Associated Press)
According to the report, Raymondo said, "No one has ever said that we would sever ties with China in the semiconductor industry. We provide billions of dollars worth of semiconductors to China every year, which is beneficial to the US economy and American companies. We will continue to do so. But these semiconductors can be bought around the world and have almost developed into commodities similar to oil and gas. What we plan to achieve and will not compromise is to restrict the supply of our most advanced and powerful semiconductors to China
On September 1st, Chinese Foreign Ministry spokesperson Wang Wenbin responded to issues related to China US relations at a regular press conference, stating that competition between countries should be fair and reasonable, benign and regulated, with red lines and forbidden zones. We cannot ignore the rules of the market economy and the basic norms of international relations, nor can we use core interest issues as a tool for competition or provocation.
Competition is not the entirety of China US relations, and we oppose defining all China US relations based on competition. In fact, the complementarity of China US economies far outweighs competitiveness, and the essence of China US economic and trade cooperation is mutual benefit and win-win. "Wang Wenbin said that although the systems of China and the United States are different, this does not prevent the two sides from cooperating based on common interests, nor should it become a reason for confrontation between China and the United States.
New materials and new topologies are the key paths for future technological breakthroughs in power devices
2023-08-18
Power semiconductors, as the core components of electronic devices for energy conversion and circuit control, have enormous potential for development in the automotive and industrial fields, and their demand has also skyrocketed.
Taking the automotive industry as an example, according to Strategy Analytics data, compared to traditional fuel vehicles, the proportion of power semiconductors used in pure electric vehicles is as high as 55%. In addition to a significant increase in usage, the value of single vehicle power semiconductors in new energy vehicles is also on the rise. A set of data from Infineon shows that the value of single vehicle power semiconductors in new energy vehicles is five times that of traditional fuel vehicles. The unstoppable trend of electrification and the demand space for both quantity and price have made the importance of power semiconductors increasingly prominent.
Previously, Ding Rongjun, an academician of the CAE Member, attended the "2023 China Automotive Semiconductor New Ecology Forum" held in Wuxi City and delivered a keynote speech entitled "Development and Application of Power Semiconductor Technology", which described the development history of power semiconductor, technical characteristics and applications of power devices, and technical trends of power semiconductor in the future.
The development of power devices has driven industrial transformation in the field of industry
Academician Ding Rongjun believes that power semiconductors are the CPUs of "electricity and electronics", and they are used whenever energy is transmitted. The era of microelectronics began with the invention of the world's first germanium based bipolar transistor by Bell Laboratories in 1947.
In the view of Academician Ding Rongjun, the development history of global high-speed rail is also a history of power semiconductor technology innovation and industrial progress. From rectifier diodes to thyristors, power electronics technology has emerged; The emergence of thyristors has promoted the advancement of rectifier locomotives towards phase controlled locomotive technology; From thyristor to GTO, the technological upgrade from DC drive to AC drive has been achieved; From GTO to IGBT, digital driving and control have been achieved, promoting the development of high-speed and heavy-duty technology in rail transit.
The earliest old-fashioned locomotives in our country actually used thyristors, which later evolved to diodes and now to IGBTs. The high-speed trains we see today, whether they are the 'Harmony' or the 'Revival', were born from the development and evolution of power devices. ”Academician Ding Rongjun stated.
Looking back at the development history of power devices, Academician Ding Rongjun believes that "from the discovery of germanium materials to the present, the development time of power devices is less than a century. However, with the driving force of application demand, power semiconductors have developed rapidly, leading to revolutionary breakthroughs in electronic technology and promoting industrial transformation in the entire industrial field
"But unlike digital chips, digital chips pursue the progressiveness of the manufacturing process, and often new products replace old products. In power semiconductors, whether diodes or IGBTs, each device has its own characteristics and application occasions, so it is difficult to say that the emergence of new devices can completely replace other devices, and each power device has its place of use. ”Academician Ding Rongjun stated.
IGBT is a representative product of the third technological revolution in power semiconductor devices
In the view of Academician Ding Rongjun, IGBT is a representative product of the third technological revolution in power semiconductor devices. The characteristics of IGBT are voltage driven, high input impedance, low driving current, fast switching frequency, high voltage resistance, and application range of 600V~6500V. It can be widely used in industries such as rail transit, smart grid, new energy, aerospace, ship drive, AC frequency conversion, wind power generation, motor transmission, and automobiles.
From the demand side, new energy vehicles mainly use 750V-1200V IGBT, with an annual demand of over 1 million units, showing explosive growth; Rail transit is the largest demand area for high-voltage IGBTs, with an annual demand of around 300000 units; The wind power inverters and photovoltaic inverters in the field of new energy mainly use 1200V-1700V IGBT M and H modules, with an annual demand of about 500000 units; The main applications of the power grid are 3300V welding and 4500V crimping IGBTs, with an annual demand of about tens of thousands of units.
Compared with the current development status of power semiconductors at home and abroad, Academician Ding Rongjun believes that "China has achieved technological breakthroughs in thyristor and IGCT from following and parallel to leading; IGBT has formed a complete technical system for chip design, wafer manufacturing, packaging and testing, and has entered the international advanced level; In terms of third-generation semiconductor materials, SiC and GaN technologies have made rapid progress, but there is still a gap compared to the international advanced level, mainly due to cost reasons. At present, the price of SiC devices is still about four times that of silicon devices, and they only penetrate quickly in some scenarios that require high volume and efficiency. Therefore, SiC devices urgently need to reduce costs to accelerate their entry into more application scenarios. ”
New materials and new topologies are the key paths for future technological breakthroughs in power devices
The development of power device technology is driven by the inherent needs of "improving performance" and "reducing costs". Therefore, Academician Ding Rongjun believes that as Si based materials gradually approach their physical limits and Moore's Law approaches their efficiency limits, new materials and topologies will be the key path for future technological breakthroughs in power semiconductor devices. In the future, the technological evolution of power devices can be achieved from four directions: "new materials, new structures, new packaging, and intelligence".
Source: Hexun Network
Semiconductor industry performance differentiation in the first half of the year, multiple equipment companies expect a significant increase in net profit
2023-08-15
39 semiconductor listed companies on the A-share market have disclosed their 2023 interim performance forecasts. Among them, 30 companies are expected to make profits, 9 are expected to incur losses, and the proportion of companies with expected profits exceeds 70%. Specifically, 8 companies are expected to see an increase in performance, 21 are expected to see a decrease, 8 will experience their first loss, 1 will turn a loss, and 1 will see an increase in losses.
The main business of companies with expected year-on-year increase in net profit is mostly semiconductor equipment. Several equipment companies expect a significant increase in net profit, for example, Zhongwei Company expects a year-on-year increase of 109.49% -120.18% in net profit attributable to shareholders in the first half of the year. The company stated that the market share of its key customers for etching equipment continued to increase during the reporting period. In addition, Wanye Enterprise expects its net profit attributable to the parent company to increase by about 316% year-on-year in the first half of the year, and its equipment manufacturing business revenue to increase by about 18% year-on-year.
Li Keyi, Chief Expert of Yuanhe Semiconductor Technology Co., Ltd., told Securities Daily reporters that there is still a demand gap in key areas such as semiconductor equipment and materials, and related listed companies are expected to continue to benefit. Most listed companies with relatively mature core technologies and innovation capabilities have dominant advantages in the industry chain and strong risk resistance capabilities. In the long run, semiconductor companies still need to master core technologies to enhance their voice.
The listed companies with expected net profit reduction are mainly focused on SoC chip research and development, IC design (integrated circuit design), packaging and testing, and most of their cutting-edge technology project development and research are in the early stage of investment.
Leaders in segmented industries such as Zhaoyi Innovation and Shanghai Beiling are expected to see a net profit decline of over 50% in the first half of the year. The lower than expected demand in the consumer electronics market and the pressure on product sales prices have become important factors affecting company performance. Semiconductor packaging and testing leader Huatian Technology expects a net profit decline of 86.38% -90.27% in the first half of the year. The company stated that the demand for end market products has decreased during the reporting period, and the company's orders are not full.
Song Jia, director of the Integration and Collaborative Innovation Center of the Machinery Industry Economic Management Research Institute, said in an interview with Securities Daily, "Due to the fact that the consumer electronics industry still needs to recover, the performance of semiconductor companies may continue to be under pressure in the second half of this year. However, with the sudden breakthrough of processes and the continued enthusiasm for capital, we still have a positive outlook on the industrial chain development and investment opportunities brought by the localization process of semiconductor equipment in the long run
"In the past year, the global semiconductor market experienced a cyclical decline. At present, the terminal market has not fully recovered, and the inflection point of the semiconductor industry may be delayed to next year. However, with the gradual release of the inventory pressure of semiconductor enterprises and the recovery of demand, market confidence will continue to improve." Guo Tao, an angel investor and well-known Internet expert, believes.
At the same time, the localization process of various links in China's semiconductor industry chain is also accelerating, and equipment enterprises are maintaining countercyclical high-speed growth.
Currently, there are huge opportunities for localization in multiple sub sectors of the semiconductor industry. At the same time, applications such as large models and autonomous driving are accelerating their large-scale implementation, which will also drive the semiconductor industry to enter a high-speed growth stage in the coming years. Driven by artificial intelligence technology, digital chips, semiconductor equipment, and packaging and testing have become important directions for institutions to increase their holdings, and market investment activity has increased, "said Chen Jia, a researcher at the Institute of International Monetary Studies at Renmin University of China.
In this context, listed companies in the semiconductor industry chain that seize development opportunities are expected to continue to benefit.
An Guangyong, an expert from the Credit Management Committee of the All Union Mergers and Acquisitions Association, suggested that relevant listed companies should achieve diversification of their supply chains, increase investment in research and development of new technologies, and establish effective management mechanisms for cost control. Relevant departments should also continue to provide policy support and financial guidance to provide a favorable development environment for listed companies. Source: Securities Daily
What are Power Semiconductor Devices
2023-08-09
Power semiconductor devices are the core of electrical energy conversion and circuit control in electronic devices, mainly used to change voltage and frequency, DC-AC conversion, etc., in electronic devices. Power semiconductor devices include rectifier diodes, power transistors (power MOSFETs, Insulated Gate Bipolar Transistors (IGBT)), thyristors, triacs, etc.
In recent years, the application fields of power semiconductor devices have expanded from industrial control and consumer electronics to new energy, rail transportation, smart grids, variable frequency home appliances, and many other markets, with the market size showing steady growth. From current market demand, silicon-based MOSFET...
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