???????????500???IGBT???????????????????
IGBT????????????????????????????
IGBT (Insulated Gate Bipolar Transistor) ???????????????????BJT(???????????????????????MOSFET(????-????????峡Ч?????????????????????????????????????????????IGBT?????MOSFET?????迹??????????????????С????????·??????????С???BJT????????????????????С????????,IGBT????????С???????????????????????С????????????????????,?????????650-6,500V???и???????ǹ???????????????????????????
IGBT?????BJT??MOSFET???
??????????????????????ó?????????IGBT ?е????IGBT ?????????????? IPM ?????????
IGBT ???????????????????
????????????????????й?????飬???????й?????飬о???????
?????????????????????????????????????ó???????????? IGBT????????????????????????IGBT ?????????????????????????????????????????????????????????????????????????????????????????? IGBT ???????????????????????????????????????????????????????? IGBT ?????
??????????? IGBT?????????????????????????????????? 2021 ??????????????????????????У?????????????????????????????棨????????????????????????????????????????? IGBT ???????????????????????????????????????????δ???? IGBT ?????С??硢????????????????????????????????????????????????????????????????о???????????????? IGBT ????δ??????????????????????????????????????????????????????????????
?????????IGBTо????????
?????????δ??г???IGBT ???????
2021 ????? IGBT ?г?????70.9 ??????????500???????????? 2016~2020 ?? CAGR ?? 14%???й??г???????г??? 40%??
??? IGBT ?г?????????????
2020 ????? IPM??????г???????? 24%?? 22%?? 54%??
IGBT??????г???????
???? Yole ????? 2020 ????????á??綯?????????????????????г???????? 31%?? 24%?? 9%?? 6%?? 4%??
IGBT??????????
????????? IGBT ??????????г???IGBT ???????????????????????????????????????????????????????? IGBT ??????????????????????????????????磬?????????? IGBT ?? 220V ??????????????粢????????磬?? DC-DC ?任???? IGBT ????????????????????????????????????????????????? IGBT ???????? PTC ??????????á???á??????????????????У????С???? DC-AC ?????
IGBT ??????????????????
?????????????
???? Strategy Analytics?????綯????????嵥????????? 330 ????????????? 2100 ???????? A00 ???ó? IGBT ?????????? 800 ???A ???綯?? IGBT ?????????? 2000 ??????????????????????????????? one???????????????????????飬???????????? IGBT ??????????? 3200 ????????????????IGBT ???????????????????? IGBT ?????????????? 1700???
2021 ?????????????????? 650 ????????? IGBT ?г?????? 111 ??????й?????????????? 350 ????????? IGBT ?г?????? 60 ????????? 2025?? 2030 ?????????????????? 2250 ??????????? 25%???? 4500 ???????????50%??????? IGBT ?г?????? 383 ????? 765 ????? 2020~2025 ??CAGR ?? 48%?? 2020~2030 ?? CAGR ?? 31%??
???&?????? IGBT ????????г???IGBT ?ǹ????????????????????????????????????????????IGBT ??飬?????????????? IGBT ???????飨??????????IGBT ????????????? IGBT ???????飩??
???????????????????????????????????????????
???????chinaprecede
??????????嵥 MW ?????? 2000~5000 ?????????????嵥 MW ?????? 2500~3500 ???????? IGBT ?????? 3000 ??/MW????? 2100 ???/GW???????????????????????й?????飬IGBT ????????????? 11%~12%?????????????????93%~94%??????????????????? 35%?????? IGBT ????????????г?????? 7%??
??? 2025?? 2030 ????&????????????????? 542?? 1650GW???г?????? 1500?? 3999 ?????????????&???? IGBT ?г??????108?? 280 ????? 2020~2025 ?? CAGR ?? 30%?? 2020~2030 ??CAGR ?? 25%
??????? IGBT ?????????????????????????????????????? IPM ?? IGBT ????? 2020 ???й????????????????? 8337 ??????????? 58%???й?????????????? 2627 ??????????? 42%???й?????????????? 2506 ??????????? 30%??????δ????????????????????????????????????? 3%??????????? IGBT ?????? 40 ???????????????????? IGBT ?????? 10 ?????? 2020?? 2025??2030 ???й???? IGBT ?г?????? 54?? 70?? 85 ????? 2020~2025 ??CAGR ?? 5%?? 2020~2030 ?? CAGR ?? 5%???????й????????????80%????????????? 60%?????????????? 40%????? 2020?? 2025??2030 ??????? IGBT ?г?????? 73?? 94?? 115 ?????
???????????????????????????????????????亸???? UPS ??2020 ????? IGBT ?г?????? 67 ???????????????459 ????????й? IGBT ?г?????? 26 ??????????????? 179 ???????????????????????????????????г????????ǹ????????????????????????????????????????г?????? 303 ??????й??г??????81 ????????δ??????й??????????? 4%?? 6%??????????????????2025?? 2030 ??????г?????? 369?? 449 ??????й??г?????? 109??146 ?????
?????????????IGBT?г?????2025???????????г???????????????????????????????????
????????????????????????????????
????? IGBT ??????????????????????У? ???? Yole?? 2020 ????? CR3?? 50%??????????????????????????? 27%??
2020 ????? IGBT ???????
??????????????
IGBT ????????????С??????????????????????????С???????????????????????????? 2020 ????? CR3 ?? 53%??????????????????????????? 29%???????????????? 2.6%??λ????????
2020 ????? IGBT ?????г????????
IPM ??????????????е??????????????????????????????????? 2020 ????? CR3 ?? 62%?? ???????????????????????? 33%???????????????? 1.6%??λ????????????????????? 0.9%??λ????????
2020 ????? IPM ????г????????
IGBT ??????????????????纸????????????????????????????????????????? 2020 ????? CR3 ?? 58%?? ????????????????????????? 36%???????????????? 2.8%??λ?????????
2020 ????? IGBT ????г????????
????????????+??????????????????????
???? Yole????????????? 2015 ??????????? 10%?? 2021 ???????????19%?? ??????????????????????????????????????г???????????????????????
?????????????????????????????????????????? 0??
?????????????????????й?????????г???????????????? IGBT ???????????????????????????????? 2019 ???????????????? 20%?? 17%??2020 ?????????????????? IGBT ???????????? 20 ??????????????????????? 15%??
2019 ???й?????????? IGBT ???????????????????
???&????? 2020 ???????????????????? 0?? ???????? 2021 ?????? ??IGBT ????????????????????????????????????????????????????????????????? IGBT ???????IC ????????????????????????δ?????????????????????????????????????????????? ??
????? ?????ǹ?????? IGBT????? 2019?? 2020 ????﹤????????????? 6?? 7 ????? ?????????? 7%?? 9%????????????????????
2020 ?????????????????????????????????????????????????鷴????????????? IGBT ????????????????????????????????????
???????????????????????????????????????? 2022 ??????????????? 37%?? ????? IDM ??????? IGBT ????滮???????????????г???? 2022 ?? 8 ?羧?????????????????? ????? Fab ?????????????о?????????????? IGBT ????滮??????????? 60%??????????????????????? ???? 2022 ??????????? 90%+?? ???ǹ??? 2022????????й?? IGBT ??????????????????????????? 37%??
???????????Q2???????????????????????????????????????????????
???У??????????????????????????????????????????????????????????????????????????????????????????????2021???33.48%??????2022????????47.37%;
?????????????????????????????????????????????????????????????????MOSFET??IGBT??SiC????????????????????????????100%??
???????IGBT?????????????????90%????Q1???????????????????????80%??
?????????漶IGBT??????
???????????IGBT????????
???????IGBT????????????????
??2020??7????????????????????????????????????????10??????????????汬????2021??5?°??????????????壬????????????????????????????????, 2021??IGBT??????????????????????Q3??δ????????????????衢???????Microsemi????IGBT????????????????39-52??????????????????????г????2022???????????????????????IGBT?????????????2023?????
???????IGBT????????????
???????????????й??????й??????????????IGBT?г??????????г??????????????????IGBT?????????????????IGBT?????????????й?????????????????????IGBT???????????IGBT??????????????????????????г????????????????IGBT??????????????????????????????????г?????????????????????????????IGCT??IGBT??SiC??????????????????????????????????IGBT?????????????????????????????е????IGBT?????????????????????????硢????????У??????????IGBT?????????о??з???????????2022????????????????????????????????????????????????????п???????????????????????????????????
???????????漶IGBT???????????????г?
?????????????????????滮(2021-2035??)?????????????????????????????????????????????????羭?ó???????????????棬????й?????????????????????????????????????????????????????????????????δ??????????????????????????????????????????????й?IGBT??????????????????31%?????????漶IGBT???п?????IGBT?????????г????й????漶IGBT??????ж?????CR4???84.4%??CR2???76.2%???10???????3?????????????????????58.2%???г???????????????й??г?????????????????????????????????г??????18%??????IGBT???????????????漶IGBT???????, ???????1.6%?????漶IGBT???????????
????ZQY ?????????2022-08-04
