Power semiconductor is the core of power conversion and circuit control in electronic devices, mainly used to change voltage and frequency in electronic devices, DC AC conversion and so on. In recent years, the application field of power semiconductor has expanded from industrial control, consumer electronics to new energy, rail transit, smart grid, variable frequency home appliances and many other markets.
So, what is the development of China's power semiconductor industry? Overall, China's power semiconductor development started relatively late, as the world's largest consumer of power semiconductors, China's current power semiconductor market space is occupied by international giants, there is still a huge domestic replacement space.
After many years of development, China's diodes, thymines and other traditional power semiconductor products have been mostly domesticated, but the overall low-end products, high-end power semiconductor field in product technology performance, diversity and other aspects of the international leading level there are still differences, such as MOSFET, IGBT and other high value-added products are still largely dependent on imports.
Data show that in 2018, the world's top 10 power semiconductor companies are overseas companies, the main manufacturers include Infineon, Anseon, Texas Instruments, GENERAL Semiconductor and so on, China still lacks the international influence of power semiconductor leaders. However, in recent years, with the strong support of national policies and strong demand, the domestic power semiconductor industry chain is becoming more and more perfect, technology is also accumulating and upgrading breakthroughs, domestic replacement process accelerated.
At present, China's power semiconductor field has China Resources Micro, Yangjie Technology, Shilan Micro, Hua Microelectronics, BYD Semiconductor, Jet Microelectronics, Taiwan-based shares, Suzhou Solid, Renen Semiconductor, China Automotive Era, Yandong Microelectronics, Leshan Radio, Galaxy Microelectronics, Parry shares and other IDM enterprises, design enterprises have Wuxi New Clean Energy, Star Semiconductor, Zhongke Junxin, Dongwei Semiconductor, etc.
In the view of an industry insider who did not want to be named, the development of domestic power semiconductor enterprises is not too bad, the technology gap is mainly reflected in IGBT and other high-end products, but China's local power semiconductor market share is still low, the reason is more out of the size and brand of domestic enterprises far inferior to international manufacturers.