Puas yog chip shortage muaj feem cuam tshuam rau kev muab cov diodes hauv cov khoom siv hluav taws xob?

Ib, Kev Pabcuam thiab kev thov tsis txaus: Cov khoom siv hluav taws xob diode ua lag luam tab tom ntsib kev tsis txaus
1. Kev loj hlob tawg ntawm qhov xav tau sab
Kev lag luam khoom siv hluav taws xob thoob ntiaj teb tab tom muaj kev nthuav dav dua: ntawm ib sab, kev muag khoom ntawm lub zog tshiab tsheb tau dhia los ntawm 12.866 lab units hauv 2023 mus rau ntau dua 20 lab units hauv 2025, nrog ib lub tsheb siv ntau dua 2000 diodes; Ntawm qhov tod tes, lub peev xwm ntawm lub zog khaws cia tau nthuav dav ntawm qhov kev loj hlob txhua xyoo ntawm 45%. Los ntawm 2025, lub ntiaj teb no thov rau lub zog cia diodes yuav ncav cuag 9 billion, thiab lub lag luam loj yuav ntau tshaj 4 billion yuan. Lub tshav photovoltaic tseem tab tom qhia txog qhov sib txawv, nrog rau kev cia siab thoob ntiaj teb nce hauv photovoltaic nruab peev xwm ntawm 400 GW los ntawm 2025, sib xws rau qhov kev thov rau ntau dua 5 billion diodes.

2. Ntau yam kev txwv ntawm cov khoom siv
Kev pheej hmoo siab ntawm kev tsim muaj peev xwm: Ntau tshaj 70% ntawm lub ntiaj teb tsheb qib diode ntau lawm muaj peev xwm yog concentrated nyob rau hauv ob peb lub tuam txhab xws li Anshi Semiconductor thiab Infineon, thiab qhov kev hloov pauv ntawm cov peev txheej ntau lawm ntawm lawv lub tuam txhab Dongguan thiab German Julin ncaj qha cuam tshuam rau lub ntiaj teb cov khoom. Kev coj los ntawm Ansea Semiconductor los ntawm tsoomfwv Dutch hauv 2025 ncaj qha coj mus rau kev kaw ntawm Honda cov chaw tsim khoom hauv Mexico thiab ua rau muaj kev tsis txaus ntawm BMS modules rau lub zog cia.
Certification cycle barrier: Cov khoom siv hluav taws xob diodes yuav tsum dhau cov ntawv pov thawj nruj xws li AEC-Q101 thiab UL, nrog rau lub voj voog pov thawj txog li 6-18 lub hlis. Lub tuam txhab thoob ntiaj teb lub zog khaws cia tau qhia tias qhov ncua sij hawm ntawm diode daim ntawv pov thawj rau nws cov khoom tshiab tau ua rau 3-hli qeeb hauv qhov project xa thiab kev poob ncaj qha ntawm ntau dua 20 lab US dollars.
Raw khoom bottleneck: Cov khoom siv nruj ntawm silicon carbide (SiC) substrates tau dhau los ua lub raj mis. Los ntawm 2025, tus nqi nkag ntawm SiC diodes yuav nce los ntawm 12% mus rau 38%, tab sis 90% ntawm lub ntiaj teb no 6-nti SiC substrate muaj peev xwm yog monopolized los ntawm American tuam txhab xws li Wolfspeed thiab Cree, uas ua rau ib tug yield tus nqi ntawm tsuas yog 60% rau domestic manufacturers, ua rau ib xyoos ib zaug nce ntawm 7% -9% nqi ntawm SiC.
2, Kev hloov thev naus laus zis: kev hloov pauv tshiab hauv kev kub ntxhov
1. Khoom siv iteration acceleration
Silicon raws li optimization: Trench Schottky diodes siv sib sib zog nqus trench etching thev naus laus zis los txo qhov hluav taws xob rau pem hauv ntej poob los ntawm 0.45V rau 0.28V, nce kev ua haujlwm ntawm 0.4 feem pua. Lawv tau txais kev pom zoo los ntawm cov tuam txhab xws li Sunac Power.
Kev tawg nyob rau hauv dav bandgap: Domestic Yangjie Technology launches 1700V SiC Schottky diode, rhuav thoob ntiaj teb monopoly thiab tuav ib tug tag nrho cov nyiaj tau los ntawm ntau tshaj 50%; Huawei Power S thev naus laus zis siv GaN diodes los txo qis kev siv hluav taws xob ntawm supercapacitor lub zog khaws cia los ntawm 10%.
2. Encapsulation Revolution
Peb txoj kab ntsug ntsug: Lub ntsug PiN diode optimizes txoj kev tam sim no kom qhov ceev tam sim no mus rau ntau tshaj 200A / cm ², txo tus naj npawb ntawm cov chaw nres tsheb converter los ntawm 30%.
Kev txawj ntse kev koom ua ke: Littelfuse tau pib lub diode + qhov kub thiab txias sensing nti integrated module, luv nqi ntawm $ 0.45 nrog tag nrho cov nyiaj tau los ntawm 60%, txhawb kev hloov pauv ntawm BMS modules ntawm miniaturization.
3. System theem innovation
Topology optimization: PCS (lub zog cia converter) siv SiC MOSFET + diode hybrid tswvyim, nrog kev hloov zaus nce ntawm 16kHz mus rau 50kHz thiab qhov system poob los ntawm 40%.
Software them nyiaj: BYD dynamically kho qhov ua hauj lwm tsis ua hauj lwm ntawm diodes los ntawm AI algorithms, ncua lub neej ntawm IGBT modules los ntawm 20% thiab ib nrab hloov qhov kev thov rau siab - kawg diodes.
3, Kev hloov pauv hauv tsev: ob tus tsav tsheb ntawm txoj cai thiab kev ua lag luam
1. Muaj peev xwm nthuav dav
Sawv ntawm cov lag luam saum toj kawg nkaus: Yangjie Technology yog thawj zaug hauv Suav teb nrog kev sib koom ua lag luam ntawm 19.8%. Nws 12 nti automotive qib diode cov kab ntau lawm yuav muab tso rau hauv kev ua haujlwm hauv 2025, nrog rau txhua xyoo muaj peev xwm ntawm 5 billion daim; Silan Micro SiC diodes muaj kev lag luam feem ntawm 28% thiab tau nkag mus rau Tesla cov khoom siv.
Vertical integration ecosystem: Cov tuam txhab tsim khoom xws li BYD thiab Sunac Power tau koom ua ke tsim "Cov Khoom Siv Chip Ntim thiab Kev Ntsuas" kev sib koom tes nrog cov tuam txhab diode, txo lub voj voog xa khoom los ntawm 20 lub lis piam mus rau 8 lub lis piam.
2. Txoj cai tso nyiaj faib tawm
Kev txhawb nqa rau "Dual Carbon" Strategy: Lub teb chaws yuav suav nrog lub zog cia diodes nyob rau hauv "Action Plan for the Development of Basic Electronic Components Industry" thiab muab 30% txo se rau SiC substrate tshawb fawb thiab kev loj hlob.
Export tswj kev tiv thaiv: Tuam Tshoj siv daim ntawv tso cai tswj hwm rau siab -kawg diode xa tawm, yuam cov tuam txhab lag luam hauv tsev kom nce tus kheej- tus nqi txaus thiab ua tiav qhov chaw nyob ntawm 70% los ntawm 2025.
3. Kev ua tiav hauv kev lag luam thoob ntiaj teb
Kev nkag mus rau kev lag luam tawm tshiab: Cov kev lag luam photovoltaic hauv Is Nrias teb thiab cov teb chaws Es Xias Qab Teb tau tawg, thiab cov tuam txhab suav diode yuav nce lawv cov lag luam txawv teb chaws los ntawm 32% mus rau 40% los ntawm 2025, leveraging lawv cov nqi -kev ua tau zoo.
Txhim kho cov txheej txheem kev sib tham lub zog: "Technical Specification for Energy Storage Diodes" coj los ntawm Tuam Tshoj tau dhau los ua cov txheej txheem thoob ntiaj teb ntawm IEC, rhuav tshem kev ywj pheej ntawm Tebchaws Meskas thiab Europe.