Kunpeng Project
With the rise of domestic IGBT chips, the independent production rate has reached 60%, and it has gotten rid of dependence on Europe and the United States in four years.
IGBT chips are an emerging type of power electronics known as "CPUs" (CPUs).
As one of the top three power electronic devices in the world, they are widely used in all walks of life, especially in the consumer, industrial and automotive fields, among which IGBT chips are widely used.
In the past, the production of IGBT was basically monopolized by European and American companies such as Infineon, Mitsubishi, and Valeo. At present, most of China's demand for IGBT is imported from abroad.
According to the data, in 2019, the self-sufficiency rate of IGBT in China was only 20%, and the remaining 80% depended on foreign countries.
Ying Feixiang occupies 58 of the entire China2% of the market, while BYD occupies 18% of the market, and Star occupies 16% of the market, CRRC Times occupies 0Of the 8% market, the three giants combined are only 20%, and the remaining 80% are in the hands of countries such as the United States, Japan and Europe.
This is also the reason why domestic new energy vehicles will be stuck by IGBT chips.
However, in 2023, the face of the entire industry has changed, and the chart below shows the market situation of IGBT chips in China in 2022.
BYD with 28The market share of 9 percent topped the list, while Infineon fell to 145%, CRRC occupies 125% of the market, Star occupies 83% of the market, while some other companies that have almost no market in the Chinese market also occupy a large market, even surpassing the Japanese and European markets.
China's self-produced IGBT chips occupy 60% of the global market, from 20% last year to three times now.
How did it grow so fast? China's new energy vehicles are already the world's leading, if more people use domestic IGBT chips, then this industry will develop rapidly.
Moreover, China's rapid development in the field of new energy vehicles will also occupy more markets in the domestic market, which represents China's position in the field of new energy vehicles, and will also make a good example for the construction of the domestic first chain.