Nrog rau kev txhim kho ntawm kev sib koom ua ke lub teeb cia thiab them nyiaj, kev lag luam xav tau li cas rau diodes hloov?

1, Tsav los ntawm cov tub ntxhais xav tau rau diodes hauv optical cia them tshuab
Lub hauv paus ntawm kev sib xyaw photovoltaic, lub zog cia, thiab kev them nyiaj yog nyob rau hauv kev ua tiav kev sib koom tes ntawm photovoltaic, lub zog cia, thiab them nyiaj modules. Nws cov txheej txheem kev teeb tsa tso rau pem hauv ntej peb qhov tseem ceeb rau diodes:

Kev kho kom zoo thiab lub zog hloov pauv
Raws li lub zog hloov dua siab tshiab ntawm lub cev, photovoltaic inverters yuav tsum hloov DC lub zog rau hauv AC lub zog los ntawm rectifier diodes thiab txuas mus rau daim phiaj. Noj 125kW hlua inverter ntawm Sunshine Power ua piv txwv, nws siv 6 1200V / 600A IGBT modules sab hauv, txhua lub module uas muaj 4 IGBT chips thiab 2 ceev rov qab diodes (FRDs), nrog rau ib qho khoom siv diode noj ntawm 12. Nrog rau kev nthuav dav ntawm photovoltaic ntsia muaj peev xwm, kev ua lag luam loj ntawm 4 billion diodes nyob rau hauv Suav teb. yuan los ntawm 2025, nrog rau ib xyoos twg xav tau tshaj 270 lab daim.
High zaus hloov thiab cov yam ntxwv poob qis
Lub bidirectional DC / DC converter nyob rau hauv lub zog cia systems cia siab rau silicon carbide (SiC) diodes kom ua tau siab - zaus hloov thiab txo conduction poob. Tesla Megapack lub zog cia qhov system txais kev sib xyaw ua ke ntawm SiC MOSFET thiab Schottky diode, uas txhim kho kev ua haujlwm tau zoo los ntawm 3% thiab lub zog ceev los ntawm 40% piv rau cov tsoos silicon- cov kev daws teeb meem. Raws li Yole D é evelopment qhov kev kwv yees, lub ntiaj teb SiC diode kev lag luam loj yuav ncav cuag $ 3 nphom los ntawm 2025, nrog rau cov khoom siv kho qhov muag suav txog ntau dua 35%.
Kev ntseeg siab thiab yoog tau rau qhov chaw huab cua
Automotive qib diodes yuav tsum ua tau raws li AEC-Q101 tus qauv thiab tswj kev ua haujlwm ruaj khov nyob rau hauv qhov kub ntawm -40℃txog 150 degree. Kev sib koom ua ke ntawm kev them nyiaj rau lub teeb cia thiab kev them nyiaj tau pib los ntawm Huawei Digital Energy muaj lub TVS diode sab hauv uas tuaj yeem tiv taus qhov hluav taws xob tam sim no ntawm 30kA hauv qab 8/20 μs waveform, kom ntseeg tau qhov kev ntseeg siab ntawm lub kaw lus nyob rau hauv kev ua haujlwm hnyav xws li xob laim ntaus. Lub ntiaj teb kev lag luam loj ntawm cov tsheb qib diodes yuav tsum tshaj 8 billion yuan los ntawm 2025, nrog Tuam Tshoj suav txog 47%.
2, Cov qauv ntawm cov qauv evolution ntawm kev lag luam xav tau
Diversified expansion ntawm daim ntawv thov scenarios
Distributed optical cia thiab them nyiaj system: Tsev neeg thiab kev lag luam scenarios account rau ntau tshaj 60%, tsav qhov kev thov rau miniaturization thiab nto mount diodes. Piv txwv li, ib qho kev them nyiaj photovoltaic nyob rau hauv ib qho chaw ua lag luam hauv Shenzhen siv DFN5 × 6 ntim Schottky diodes, uas txo qhov ntim los ntawm 60% piv rau cov tsoos DO-214AB ntim thiab nce lub zog ceev los ntawm peb zaug.
Centralized photovoltaic fais fab chaw nres tsheb: Cov chaw nres tsheb loj hauv av tau pom qhov kev xav tau ntawm 1700V SiC diodes, uas muaj 42% nce hauv qhov hluav taws xob tiv thaiv piv rau 1200V silicon- cov khoom siv thiab tsim nyog rau siab -voltage DC sab.
Cov ntawv thov tshwj xeeb ib puag ncig: Cov cua tawm sab nrauv thiab hnub ci lub zog cia qhov project tau txhawb nqa kev txhim kho corrosion- tiv thaiv diodes. Cov cuab yeej siv, uas siv peb txheej txheej nickel plating txheej txheem, muaj cov ntsev tsuag tshuaj tsuag lub neej ntawm 2000 teev, uas yog 5 npaug ntev dua li cov khoom lag luam.
Technological roadmap iteration acceleration
Thib peb tiam semiconductor nkag mus: Los ntawm 2025, tus nqi nkag ntawm SiC diodes hauv thaj chaw ntawm kev kho qhov muag yuav ncav cuag 28%, nrog rau thaj tsam ntawm kev tiv thaiv tsuas yog 1/200 ntawm silicon- cov ntaub ntawv raws li cov khoom, txhawb kev ua haujlwm kom siab tshaj 98%.
Kev sib xyaw ua ke: Ib qho -chip integrated photodiode array thev naus laus zis yog qhov paub tab, nrog lub pixel ceev ntawm 10000 / cm ², siv rau photovoltaic siab tshaj plaws lub zog taw tes nrhiav (MPPT) cov tswj, txo cov naj npawb ntawm cov txheej txheem theem ntawm 30%.
Kev txawj ntse txawj ntse: Lub diode nrog qhov kub thiab txias muaj nuj nqi tuaj yeem hloov kho qhov ua haujlwm tsis zoo thiab ua kom ruaj khov quantum efficiency nyob rau hauv qhov kub ntawm -40℃rau +85 degree, haum rau siab latitude optical cia tej yaam num.
Qhov tseem ceeb hauv cheeb tsam kev lag luam sib txawv
Yangtze River Delta cheeb tsam: Cia siab rau kev ua tiav cov khoom lag luam semiconductor, lub peev xwm ntawm diode yuav suav txog 42% ntawm tag nrho lub teb chaws los ntawm 2025, nrog rau kev tsom mus rau kev tsim cov qib tsheb thiab SiC siab - cov khoom kawg.
Chengdu Chongqing cheeb tsam: Nrog rau qhov zoo ntawm cov nqi hluav taws xob tsawg, nws nyiam kev sib sau ua ke ntawm photovoltaic inverter muaj peev xwm, thiab qhov kev thov rau diodes yog feem ntau rau nruab nrab thiab qis voltage rectifier li, nrog rau cov nqi siab.
Northwest thaj tsam: Kev tsim kho ntawm loj- teev photovoltaic fais fab chaw nres tsheb tsav qhov kev thov rau 1700V siab-voltage diodes. Kev lag luam loj ntawm pawg no yuav tsum ncav cuag 1.8 billion yuan los ntawm 2025, nrog rau kev loj hlob txhua xyoo ntawm 35%.
3, Kev Lag Luam Kev Sib Tw thiab Cov Tswv Yim Zoo
Supply chain security txaus ntshai
Kev Sib Tw: Siab kawg silicon wafers thiab cov khoom siv semiconductor tseem vam khom rau kev xa khoom, nrog rau tus nqi ntshuam ntawm 25% los ntawm 2025.
Teb: Yangjie Technology thiab lwm lub tuam txhab xav kom ua tiav kev hloov pauv hauv tsev thiab txo cov nqi los ntawm 40% los ntawm 2026 los ntawm kev sib xyaw ntsug ntawm 8-nti SiC substrate ntau lawm kab.
Fragmentation ntawm cov qauv txheej txheem
Kev Sib Tw: Qhov tsis muaj kev sib koom ua ke tus qauv rau cov khoom siv kho qhov muag them nyiaj tau nce qhov nyuaj ntawm kev xaiv diode.
Teb: Huawei ua tus thawj coj hauv kev tsim "Interoperability Specification for Integrated Optical Storage and Charging Equipment", unifying electronic parameters and communication protocols to reduce customized development cost.
Sib npaug zog efficiency thiab nqi
Kev sib tw: Tus nqi ntawm SiC diodes yog 3-5 npaug ntawm silicon- cov khoom lag luam, uas txwv tsis pub lawv daim ntawv thov loj.
Teb: Silan Microelectronics tau tshaj tawm cov khoom ntim ntim khoom siv los hloov ib nrab ntawm SiC cov khoom siv hauv inverters, ua rau 15% txo qis hauv tag nrho cov nqi thiab tsuas yog 1% kev ua haujlwm poob.