In 2020, from the perspective of the output competition pattern of power devices, domestic companies Silan Micro and Wingtech Technology have occupied a larger share in output, while the output share of foreign company Infineon has declined.
From the perspective of the output value competition pattern, domestic companies still do not account for the share of output value, and foreign company Infineon occupies more than one-third of the output value market. At the same time, it also shows that Infineon's power device products mainly occupy the high-end market, and the premium is obvious.
Major listed companies in the power device industry: Silan Micro (600460), China Microelectronics (600360), Yangjie Technology (300373), etc.
The core data of this article: power device companies’ output ratio, power device companies’ output value, power device companies’ output and output value international competitiveness analysis
Competitive landscape of the power device industry-domestically produced products have obvious advantages in output and insufficient output value share
1. China's top ten semiconductor power device companies
In June 2021, the "2021 World Semiconductor Conference Innovation Summit" was held at Nanjing International Expo Center. The China Semiconductor Industry Association has released the top ten semiconductor power device companies in China as follows. Anshi Semiconductor (China) ranked first, and China Resources Microelectronics ranked second. Among them, Anshi Semiconductor has been acquired by Wingtech Group.
2. Industry output value and output competition pattern
From the perspective of the output competition pattern, Silan Microelectronics will account for the largest output of power semiconductor companies in 2020, accounting for 38.91%, and its share has increased compared with 2019; followed by Wingtech, with 10.97%, and its share compared with 2019. decline. It can be seen that domestic companies Silan Micro and Wingtech (Anshi Semiconductor) have occupied a larger share in output, while the output share of foreign company Infineon has declined.
Analysis of the international competitiveness of domestic power device companies-the competitiveness of high-end products still needs to be improved
Compared with developed countries, China’s power semiconductor industry started relatively late. Compared with the major companies in the industry, there is still a large gap in technical strength and product stability, which cannot well meet the downstream market demand of the industry. Generally speaking, the market scale of China's power semiconductor device industry is developing rapidly, but the total volume still cannot meet the demand, especially the mid-to-high-end products still rely on imports to a certain extent.
Although China has become an important market for the global power semiconductor industry, the design and manufacturing capabilities of China's power semiconductor devices still need to be improved, especially in the field of new material semiconductor devices, and there is still a big gap with foreign leading companies.
Take IGBT as an example, because the core technology of IGBT is in the hands of developed countries, such as design and manufacturing, module packaging, failure analysis, testing, etc. At present, Infineon Mitsubishi ABB has an absolute advantage in voltage levels above 1700V. In terms of high-power trench technology, Infineon and Mitsubishi are leading, and IGBTs with voltages above 3300V are basically monopolized by foreign countries.
1. Output value and output analysis of leading domestic power device companies
At present, most of China's power semiconductors are mainly imported. Infineon ranks first in the Chinese power device market, followed by leading manufacturers such as ON Semiconductor and Mitsubishi Electric. Taking the two leading companies of ON Semiconductor and Infineon as examples in foreign countries, and taking the three leading companies of Anshi Semiconductor, Silan Microelectronics and Yang Jie Technology as examples in China, the output and output value are compared as follows. It can be seen that in 2020, Infineon The output is about three times that of Anshi Semiconductor, and the output value is about seven times. In 2020, Silan Micro's output surpassed Infineon, but in terms of output value, it was only 1/20 of Infineon's output value, indicating that Silan Micro's products are not as high-end as Infineon. Overall, it is leading at home and abroad. Enterprise gap is still large