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A large wave of car needs! MCU, MOS, IGBT, BMS, driver IC are tight

writer:release time:2022-08-17pageviews:
According to a survey conducted by the Topology Research Institute, driven by the government’s commitment to energy conservation and carbon reduction policies, the automotive industry and ICT technology will be further integrated, which is expected to drive the development of analog ICs and discrete power devices (Power Devices) related to vehicle energy management. Transistor) in a single vehicle, rising from $188 in 2016 to $209 in 2017, the vehicle industry accounted for 23% of the demand for Power Transistor, second only to industrial demand.

Lin Jianhong, research manager of Tuoba Industrial Research Institute, pointed out that from a legal perspective, governments of various countries have strict requirements for emissions such as exhaust gas or carbon dioxide, and it is pushed back to the vehicle itself, how to further reduce unnecessary energy consumption to comply with policies and regulations. requirements have become the primary subject of vehicle design.

With the increasing importance of automotive semiconductors in the automotive industry, especially in the field of electric vehicles (PHEV+BEV), many charging, AC/DC, DC/DC and other power systems have been added to supply power to different subsystems. In this process, the performance of conversion efficiency and energy safety management have become the core key to whether vehicles can pass policies and regulations, and the specifications and performance of related semiconductor components are particularly important.

The vehicle voltage and battery capacity continue to rise, driving the demand for analog ICs and Power Transistor

Lin Jianhong said that unlike a mobile phone that integrates the main power management into a PMIC, the vehicle includes the requirements of voltage regulation, electrostatic protection, signal isolation, etc. of various subsystems due to safety considerations. Various systems such as electric vehicles), battery management, inverters, sub-inverters and DC/DC step-down all play an important role in the vehicle.

To subdivide its semiconductor components, it can also be divided into special MCU (microcontroller), MOSFET, IGBT, driver IC and BMS (battery management system) IC, etc. At present, the main suppliers are still Infineon (Infineon), Renesas (Renesas Electronics), ST (ST (STMicroelectronics) and TI (Texas Instruments) and other international automotive semiconductor manufacturers are based. With the rise of voltage and battery capacity, both in terms of energy conversion efficiency and circuit protection requirements, the reliance of vehicles on analog ICs and Power Transistor continues to increase.

Taking Power Transistor as an example, the consumption of Power Transistor in the vehicle industry is expected to increase from 22% in 2016 to 23% in 2017, and further increase to 26% in 2021. The automotive market has already occupied the No. 1 position in Power Transistor. The location of the second largest demand industry.

The IDM factories in Europe, America and Japan are expected to expand outsourcing manufacturing in the future, and become a Taiwan factory

Observing the layout of Taiwan's semiconductor industry in automotive analog ICs and Power Transistor, large foundries such as TSMC and UMC have experience in OEM automotive chips. With the maturity of automotive semiconductor technology, the future Considering the cost, major IDM manufacturers in Europe, America and Japan may release some products and entrust them to manufacturers with experience in mass production of automotive components.

In addition, if the world advanced is already the foundry partner of Infineon's IGBT products, although the order is limited, with the increasing popularity of electric vehicles and the mainstream of the market, the consumption of IGBT is bound to increase. At that time, the world advanced may There is a chance to get more orders.

Mainland China actively deploys automotive power semiconductors and sets up a one-stop production line

Unlike digital circuits that follow Moore's Law, Power Transistor is not only limited in size due to physical limitations of components, but also limited by material properties in terms of withstand voltage and energy conversion efficiency, and performance improvement faces a bottleneck. However, due to the needs of safe and assisted driving, the requirements for power system specifications continue to rise, and traditional Si materials have a major bottleneck in performance improvement, which also makes SiC and GaN materials become the focus of the development of power semiconductor components.

With a huge market of more than 30% of the global new car purchases, Chinese mainland manufacturers are committed to using electric vehicles as a breakthrough in the development of the automotive industry, especially in the research of SiC and GaN in power semiconductors, and the setting of production lines have also become the focus of development. In addition to the upgrade of the existing 6-inch factory, Xiamen, Quanzhou and other places are preparing a one-stop production line from wafer, epitaxial to component manufacturing. This move also makes the traditional power semiconductor market dominated by Europe, the United States and Japan. new competitive landscape.