Chips can be called the "food" of modern science and technology, which is not an empty word, and it can even be said that modern electronic devices that have a demand for computing power basically cannot get rid of their dependence on chips. With the continuous expansion of chip applications, the chips required in different fields are also different.
For example, in the field of smart phones, SOC chips are mainly needed, CPU chips are needed in the computer field, and IGBT chips are mainly used in the field of power electronic equipment, including new energy vehicles, home appliances, and industrial equipment. Judging from the public data, our self-sufficiency rate in the field of IGBT chips has reached 60%, getting rid of the previous dependence on IGBT chips in the United States and the West.
The number of domestic new energy vehicle manufacturers is increasing, and the production capacity and shipments of new energy vehicles are also continuing to grow, and BYD's new energy vehicle shipments in the fourth quarter of 2023 have surpassed Tesla and successfully reached the top.
The proportion of domestic new energy vehicles in the automotive field is also gradually increasing, judging from the public data, in 2023, the number of our automobile manufacturing will exceed that of Japan and Germany, and the most important thing is that the proportion of new energy vehicles will reach 25%, far exceeding the United States and the West.
It is worth noting that at the same time as the rapid development of new energy vehicles, the scale and technical level of our related industrial chain are also rapidly improving, for example, our power batteries are the world's leading level in terms of production capacity, technical level and market influence, and even a large number of power batteries shipped by Chinese enterprises in the United States and Western markets.
At the same time, we have also entered the "fast lane" of development in the field of IGBT chips, getting rid of the dependence on IGBT chips in the United States and the West, and the domestic production rate has reached 60%, and it took us only four years to complete these developments. If you just look at it this way, you may not have much feeling, but if you compare it with the situation of IGBT chips in 2019, you can find our rapid development in this field.
Judging from the public data, in 2019, the domestic production rate of our IGBT chips was about 20%, and the majority of the market share was mainly occupied by American and Western manufacturers such as Infineon, Mitsubishi, and Valeo. Among them, Infineon alone accounts for 582% market share.
It is worth noting that domestic IGBT chips are mainly from a few companies such as BYD, CRRC Times, Star, etc., and the market share of many IGBT chip manufacturers is very small, which is difficult to count.
By 2023, BYD's market share will be as high as 289 percent, Infineon, which once had the highest market share, has only 12The 5% market share has been surpassed by BYD. CRRC Times' market share reached 125%, Star's market share has also reached 83%。There are also many manufacturers that were once negligible, and now their market share is also growing rapidly.
In just four years, the market share of domestic IGBT chips has increased from 20% to 60%, more than tripled. From this point, it can also be seen that the rapid development of China's chips and the development of the domestic new energy vehicle industry have promoted the development of some related industrial chains.
The reason why the new energy vehicle industry is important is not only because new energy vehicles are likely to replace traditional fuel vehicles and become a good opportunity for the automobile industry to "overtake in corners", but also because the development of the new energy vehicle industry can drive the development and transformation of the relevant industrial chain and even the entire manufacturing industry.
It is foreseeable that with the rapid development of the domestic new energy vehicle industry, the number of related enterprises continues to increase, and more enterprises will invest funds and scientific research talents in the research and development of IGBT chips and the construction of production capacity. In the future, the market share of domestic IGBT chips will further increase, and it is only a matter of time before it completes comprehensive localization and substitution or even enters the international market.
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