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On December 23, according to relevant reports, the first 8-inch high-power chip production project in Shandong completed the commissioning of all the equipment and successfully opened the line in Jinan BYD Semiconductor Co., Ltd.
In the first 11 months of this year, China's cumulative sales of new energy vehicles reached 3.023 million, an increase of 167.4 percent over the same period last year, and sales of new energy passenger vehicles totaled 2.869 million, an increase of 178 percent over the same period last year. Of these, 450000 new energy vehicles were sold in November, with a penetration rate of 17.84 percent, and 427000 new energy passenger vehicles were sold, with a penetration rate of 19.48 percent, or 20 percent in December.
For the new energy vehicles represented by electric vehicles, electrification management has become the main variable of automobile reform. Subsequently, after automobile electrification, a large number of power devices will be added, such as thermal management system, charging inverter system, motor drive control system and so on. IGBT has become the main incremental chip of automobile electrification.
According to the Omdia 2020 report, the size of China's automotive IGBT market in 2019 is 280 million US dollars. With the higher-than-expected growth of the new energy vehicle industry, the demand for regulation-level IGBT has also entered the explosive stage.
According to the public data of Omdia, the IGBT module used by BYD motor drive controller ranked second in the world in 2019, second only to Infineon, with a market share of 18%, ranking first among domestic manufacturers. Even so, BYD is not self-sufficient. In 2020, BYD sold 189700 new energy vehicles; in the first 11 months of 2021, it sold 509800 new energy vehicles, a nearly tripling increase over the same period last year; and according to BYD's forecast, it will sell 1.5 million new energy vehicles next year.
On the supply side, from 2018 to 2020, the output of BYD semiconductor power modules is 1.4057 million, 921000 and 1.0083 million respectively, which is in a downward trend as a whole, while its automobile production and sales volume has doubled year by year. Obviously, BYD has a shortage of IGBT supply, which will become more prominent in 2022.
In order to solve the problem of insufficient production of its own, recently, BYD officially placed an order of 100 million yuan for regulation-grade IGBT, to Shilan Wei. at the same time, it issued orders to Starr Semiconductor, time Electric, China Resources Micro and other local enterprises with vehicle specification-grade IGBT production capacity, and began to lay out for next year to ensure the demand for IGBT from the surging production of new energy vehicles.
The smooth progress of BYD's 8-inch high-power chip production project in Shandong will help it enhance the self-sufficiency of power chips and accelerate the development of its automotive business.
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