[China has top-notch IGBT technology, but the market is monopolized by foreign companies? After the Trump administration initiated a trade war, people began to look for short boards that China might be stuck with. China's heavily imported IGBTs were also dug out. However, in terms of IGBT technology, China is in fact not bad, relying heavily on imports, not technical level, but only because of commercial and other reasons, a large number of imported foreign products.
The IGBT market is basically monopolized by foreign companies
The English name of IGBT is InsulatedGateBipolarTransistor. Whether it is civil rail transit, new energy vehicles, white goods, or industrial control, smart grid, or defense industry, IGBTs cannot be separated.
However, such a relatively important power device is basically monopolized by the foreign companies such as Infineon, Mitsubishi, Fuji Electric and Fairchild.
Chinese domestic companies have lost the market competition to foreign manufacturers. On the one hand, both domestic manufacturers have started late and lost opportunities, and the Western countries have a stronger industrial base than China. On the other hand, the special nature of the IGBT industry has led governments and companies to be less willing to invest a lot of money in the development of IGBTs.
China's IGBT technology is not bad
China National Vehicles has acquired world-class technology through the acquisition of the British company Denex. Here is a brief introduction of Dennis, the UK is a company with a deep technical accumulation in IGBT, once developed the world's first 8-inch IGBT line.
Although Denex is technically very good, due to "I have Britain's own national conditions here", many British high-tech companies have been sold, and Dennis is also among them. Although technology is purchased, the technology acquired and digested and absorbed is our own technology.
At present, the production capacity of Zhuzhou’s production line is approximately 200,000 pieces a year, which is mainly supplied to the needs of the national strategic and military industries. Because the production capacity is very limited and it is barely satisfied with special areas, naturally there is no spare energy to open up the commercial market.
Government and companies lack incentive to invest in IGBTs
Since the level of domestic IGBT technology is not bad, why not engage in military-civilian integration, expand production capacity, and expand the civilian market? Mainly the characteristics of the IGBT industry itself, so that the government and companies lack the power to invest in the IGBT industry.
First, the market size of IGBTs is small. At present, the global IGBT market size is a total of about 10 billion US dollars. Since investors are all profit-seeking, they will definitely give priority to investing in larger chips in the market.
Second, IGBT is a Red Sea market, which in turn encourages companies to avoid this area.
Finally, the priority of the IGBT is not high enough. IGBTs are power devices, and there is a big difference between such logic devices as CPUs. That is, logic back gates cannot be implanted like CPUs. In other words, the purchase of foreign IGBTs will not be as safe as buying a CPU. In addition, although China has made continuous breakthroughs in various fields in recent years, there are still many areas in which China is controlled by people, such as CPUs, GPUs, FPGAs, DSPs, NANDFLASHs, and DRAMs. In terms of priority, CPUs are higher than IGBTs. A lot. In this situation, the state can only focus on the large and small, first to do with high-priority chips, gradually solve the higher priority chips, only after they have spared energy to solve IGBT.
Conclusion
Since IGBTs are already in the Red Sea market, and the market size is relatively small, as well as the fact that localization does not save money, etc., Alibaba, Tencent, and other companies that are not bad will not burn money like investing in taxi drivers, sharing bicycles, and ordering software. . After all, companies are profit-oriented. Even if some entrepreneurs express their concerns about the country and the people in the media and show their own hearts and minds, in reality, these entrepreneurs are only responsible to shareholders and investors. National economy and people's livelihood are responsible.
The starting point of national decision-making is to ensure that key areas are not stuck. That is to say, the task at this stage is only that the key areas can meet the basic needs. At a meeting of the China Electronics and Technology Bureau of Zhuzhou and China, it is straightforward to say “Ensure that the key areas are not blocked. neck". For now, the country will not support IGBTs as it does for memory chips.
One of the important reasons why CRRC is going to engage in IGBTs is because in the high-speed rail field, other difficulties that need to be overcome have basically been overcome. For the sake of complete localization, IGBTs have also come out.
As for the IGBTs that drive Infineon and Mitsubishi out of the Chinese market in the commercial market, I am afraid we still need to wait for the opportunity.
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