IGBT Domestic Manufacturers

IGBT: The most promising track in the field of power device

IGBT (INSULED GATED GATE BIPOLAR Transistor), an insulation grid bipolar transistor, is a full-control voltage of BJT (bipolar knot transistor, that is, triode) and MOSFET (metal-oxide semiconductor field effect transistor).Driving power semiconductor device.IGBT also has the advantages of MOSFET input impedance, fast switching speed, small control power, simple driving circuit, small switching loss, and low BJT drive voltage, large -state current, and small loss.Therefore, the IGBT driver power is small and saturated with a reduced saturation pressure. It is a kind of power electronic device suitable for medium and high-power applications. It is currently widely used in the mid-to-high-voltage field of 650-6,500V.Essence

In 2021, the global IGBT market size was about 7.09 billion U.S. dollars, close to 50 billion yuan.Cagr reached 14%from 2016 to 2020.The Chinese market accounts for about 40%of the global market.

The field of white electricity: IGBT is mainly used in frequency frequency air conditioners, frequency conversion refrigerators, and frequency conversion washing machines. The main products are IPM and IGBT single pipes.In 2020, the shipments of the Chinese home for frequency conversion air conditioning were 83.37 million units, the penetration rate was 58%, the sales volume of the inverter washing machine in China reached 26.27 million units, the penetration rate was 42%.Suppose that in the future, the penetration rate of inverter air conditioners, frequency conversion washing machines, and frequency conversion refrigerators will increase by 3%, and the value of the single IGBT single IGBT in the frequency frequency air conditioner is 40 yuan.The size of the IGBT market reached 54, 70, and 8.5 billion yuan, the CAGR of 2020 ~ 2025 reached 5%, and the CAGR of 2020 to 2030 reached 5%.Considering China’s air -conditioning output accounting for 80%, refrigerator output accounted for 60%, and the output of washing machines accounted for 40%. Corresponding to 2020, 2025, and 20130, the global white electric IGBT market size reached 73, 94, and 11.5 billion yuan.

Industry and other areas: The main application areas in the field of industrial control covers inverter, inverter welding machine, and UPS.In 2020, the global IGBT market size reached US $ 6.7 billion (equivalent to RMB 45.9 billion), and the Chinese IGBT market size reached 2.6 billion US dollars (equivalent to RMB 17.9 billion).It is estimated that the global market size of other fields (mainly including industry, rail transit, power supply, etc.) has reached 30.3 billion yuan, and the size of the Chinese market will reach 8.1 billion yuan. It is expected that the global and other fields of China will grow steadily with 4%and 6%.Corresponding to 2025 and 2030, the global market size reached 369 and 44.9 billion yuan, and the Chinese market size reached 109 and 14.6 billion yuan.

In summary, the global IGBT market will become a 100 billion -level market in 2025, of which new energy vehicles and new energy power generation have contributed greatly.

Supply side: Overseas giants monopoly, domestic manufacturers have made breakthroughs

From the perspective of the global IGBT competition pattern, the industry is more concentrated. According to YOLE, the industry CR3 reached 50%in 2020. Yingfei Ling is an absolute leader in the industry and a market share of 27%.