In recent years, with the guidance of policies and the strong support of capital, the development of silicon carbide industry in my country has accelerated sharply, and a large number of people such as Tianke Heida, Tianyue Advanced, Han Tiancheng, Dongguan Tianyu, and Taico Tianrun Outstanding silicon carbide enterprise with independent intellectual property rights.With the rise of these enterprises, the technology gap in silicon carbide in China has gradually reduced the technology gap with developed countries.
Recently, the reporter of the "Entering the Industrial Chain" column of Xinzhiya interviewed Yang Chengjin, chairman of Shenzhen Sen Guoke Technology Co., Ltd. (hereinafter referred to as "Sen Guoke"), a rising emerging company in the silicon carbide device industry, Yang ChengjinIn the context of low -carbon and double -carbon era, the development of the current enterprise of Sen State and the outlook on the silicon carbide industry.
Product counterparts of large abroad factories, silicon carbide diode has been shipped in large quantities
It is understood that Mori State is a national high -tech enterprise specializing in the design and sales of silicon carbide (SIC) power device.The current fifth -generation 650V and 1200V TMPS (Thinned MPS) silicon carbide Schotki diode has been strictly verified by the market, with a yield of more than 97%.Energy storage inverters, new energy vehicles, charging piles, mining machine power and other large fields.& nbsp;
Typical application scenarios of silicon carbide diode
Source: Mori Guoke
"Actually, Mori State has decided to do silicon carbide rate devices since 2018. Prior to this, the company mainly focused on Vision-Adas (high-end auxiliary driving) and brushless motor-driven chip." Yang Chengjin Jin JinjinThe third -generation semiconductor silicon carbide devices such as low loss have become the development trend of power devices. "
The reporter learned that although Mori State started late in the field of silicon carbide, with a keen market sense of smell, the huge consumer electronics market cut into the large -power fast -charging head, which quickly opened the market for the application of silicon carbide.
Yang Chengjin pointed out: "In recent years, in order to solve the user's charging anxiety and the pursuit of the highest volume energy efficiency ratio, the charging head manufacturer has begun to use GAN MOS and SIC diodes as energy efficiency conversion devices.20 to 3 billion branches, if they are all used in SIC diode, it will form a demand for silicon carbide power devices of more than 10 billion yuan. "
After long -term research and development and repeated verification, Mori State launched KS04065 (650V/4A), KS06065 (650V/6A), KS08065 (650V/8A), and KS10065 (650V/10A) for KS04065 (650V/4A), KS06065 (650V/6A), Different packaging of more than a dozen models of silicon carbide diode products.It is worth mentioning that these dozen products are not inferior to foreign manufacturers in terms of specific performance parameters, and can provide different packaging forms according to the selection requirements of different partners.
Take the KS06065 product as an example. The product is 650V, the forward current is 6A, the highest working temperature is 175 ° C, and the PDFN5*6 packaging is used.Charging the electrolytic capacitor when starting.It is currently applied to the 240W nitrogen -nitride travel fast charging of EGO EXINNO and the power module of Rui Shijia 240W dual -C port.
"Our products have been shipped in large quantities in the consumer market consumer market. At present, there are more than 100 customers in cooperation, including well -known consumer electronics companies such as Lixun and Green Union.Low VF, High BV and other excellent product characteristics and high cost -effectiveness have received widespread praise from downstream partners. "Yang Chengjin emphasized.
In addition to consumer electronics, photovoltaic is also one of the important application scenarios of silicon carbide devices.As the photovoltaic industry enters the era of "large components, large inverters, large span stents, and large groups", the voltage level of photovoltaic power stations has been increased from 1000V to more than 1500V, and silicon carbide power devices must be used to improve the conversion efficiency and reduce the system.cost.According to data from Casa Research, the proportion of silicon carbide power devices in photovoltaic inverters in 2020 is 10%, and the proportion of silicon carbide photovoltaic inverters in 2025 will reach 50%.
Yang Chengjin said that the status of silicon carbide diode in photovoltaic power generation is very important and plays an important role in the PFC circuit of the inverter unit.For the photovoltaic inverter market, the company has successively launched the 1200V series of silicon carbide diode KS10120 (1200V/10A, KS20120 (1200V/20A), KS30120 (1200V/30A), KS40120 (1200V/40A) and other products.The standard of JEDEC's reliability experiments, performed well in the Double 85 experiment, can achieve perfect replacement of similar products of international mainstream brands.
The rapid development of new energy vehicles drives silicon carbide demand blowouts, and car -level silicon carbide products will soon be promoted to the market
If the fast charging head and photovoltaic are only "front dishes", then new energy vehicles are the "main dish" of silicon carbide.
As we all know, driven by the "new fourizations" of new energy vehicles networking, electrification, intelligence, and sharing, new energy vehicles have maintained high -speed growth in both production and sales.According to data from the Ministry of Industry and Information Technology, the cumulative production and sales of new energy vehicles in my country in the first half of 2022 completed 2.661 million and 2.6 million, respectively, an average of 1.2 times year -on -year, and the market penetration rate was 21.6%.
From the perspective of specific sales, BYD was the first in the first half of this year with a sales volume of 641,400 units. After GAC Ean was close to BYD with 100,300 vehicles, Xiaopeng ranked third with 690,000 vehicles; the growth rate; the growth rate; the growth rate;In addition, in addition to Weilai Automobile, new energy vehicle manufacturers have basically achieved double growth, especially BYD's growth rate, reaching a high growth rate of 314.90%.The car of the car in the current market is popular.