IGBT market landscape

 

【Lansheng Technology News】According to the product classification of IGBT, according to its packaging form, it can be divided into IGBT discrete devices, IPM modules and IGBT modules. IGBT discrete devices are mainly used in low-power household appliances and distributed photovoltaic inverters; IPM modules are used in white home appliances such as inverter air conditioners and inverter washing machines; and IGBT modules are used in high-power inverters, new energy vehicles, and centralized photovoltaics. and other fields.

According to the voltage of the working environment, IGBT can be divided into low voltage (below 600V), medium voltage (600V-1200V), and high voltage (1700V-6500V). Generally, low-voltage IGBTs are commonly used in variable frequency white goods, new energy automobile parts and other fields; medium-voltage IGBTs are commonly used in industrial control, new energy automobiles and other fields; high-voltage IGBTs are commonly used in rail transit, power grids and other fields.

Nowadays, with the development of new energy vehicles, the demand for power device IGBT is increasing day by day. IGBT, known as the "heart of power device", has since entered an unprecedented shortage situation.

According to the market share analysis of leading IGBT manufacturers, the European region accounts for about 35% of the IGBT chip market, and the main players include Infineon, ON Semiconductor, STMicroelectronics, etc.; the Asia-Pacific region accounts for about 30%-35%, and the main competition Examples include Mitsubishi Electric, Fuji Electric, Hitachi, etc.; the North American market share is approximately 15%, and the main competitors include ON Semiconductor, Texas Instruments, etc.

With the explosion of new energy, IGBT shortages have become a common occurrence in recent years. According to data from Future Electronics, orders from international major IGBT manufacturers such as Infineon, ON Semiconductor and STMicroelectronics are currently relatively full, and prices are generally relatively stable. Product delivery times are generally more than 39 weeks, especially The delivery time for some in-demand materials such as IGBT for wind and solar storage is still more than 52 weeks.

It is reported that, as the global leader in IGBT, Infineon’s current backlog of automotive orders is 29 billion euros, which is twice the expected revenue of the automotive industry. ON Semiconductor still has US$5.7 billion in LTSA committed orders in the next 12 months. During the reporting period, the company signed a long-term cooperation agreement with an OEM for 750V and 1200V electric vehicle traction inverters, allowing the company to support more in the future. High yield.

Lansheng Technology Limited, which is a spot stock distributor of many well-known brands, we have price advantage of the first-hand spot channel, and have technical supports.

Our main brands: STMicroelectronics, Toshiba, Microchip, Vishay, Marvell, ON Semiconductor, AOS, DIODES, Murata, Samsung, Hyundai/Hynix, Xilinx, Micron, Infinone, Texas Instruments, ADI, Maxim Integrated, NXP, etc

To learn more about our products, services, and capabilities, please visit our website at http://www.lanshengic.com