In order to deeply interpret the development status of the power semiconductor device industry and judge the future trend, Zhiyan Consulting has carefully compiled and launched the "2024-2030 China Power Semiconductor Device Industry Market Supply and Demand Situation and Development Prospect Research and Judgment Report" (hereinafter referred to as the "Report"). This report is not only a comprehensive and detailed combing of China's power semiconductor device market, but also the crystallization of Zhiyan Consulting's continuous tracking, on-site visits, in-depth research and accurate analysis over the years. It aims to help industry elites and investors grasp the pulse of the market more accurately, gain insight into industry trends, and provide strong support for future decision-making.
The report mainly studies the development of China's power semiconductor device industry, and the market segment includes five parts: diodes, small signal transistors, power transistors, rectifiers, and thyristors, involving the output value of power semiconductor devices, demand, market segment market demand, market size, market segment market size, market price and other segmentation data.
The report starts from the domestic and foreign economic environment, domestic policies, development trends, etc., comprehensively analyzes the development status of the power semiconductor device industry, and provides corresponding suggestions and decision-making support for industry manufacturers to grasp the industrial dynamics and future innovation trends.
Power semiconductor devices, also known as power electronic devices, are discrete devices in semiconductor products. It is an electronic component specially used to process and control high current and high voltage, and is widely used in power conversion, power amplification, motor control and power transmission and other fields. Power semiconductor devices mainly include diodes, small signal transistors, power transistors, rectifiers, thyristors, etc.
The semiconductor industry is the foundation of the modern information technology industry and plays a strategic role in promoting national economic development, social progress, and ensuring national security. Power semiconductor devices are an important part of the semiconductor industry and play a vital role in modern power electronics technology, promoting the development of power systems, transportation, industrial automation, and consumer electronics. In recent years, the mainland government has continuously introduced relevant policies to promote the development of semiconductors and related industries, and the power semiconductor device industry has ushered in good development opportunities.
In recent years, with the rapid development of 5G communications, new energy vehicles, renewable energy, industrial automation and other fields, the market demand for power semiconductor devices has been increasing, and the market scale has been expanding. According to statistics, in 2023, the market size of power semiconductor devices in mainland China will increase from 55.236 billion yuan in 2017 to 95.069 billion yuan, the demand will increase from 147.942 billion in 2017 to 161.493 billion yuan, and the industry output value will increase from 16.433 billion yuan in 2017 to 37.058 billion yuan. As technology advances, Continental's power semiconductor devices are increasing in efficiency, durability and cost to meet the growing market demand. As of 2023, China's power semiconductor device industry is showing a rapid development trend and has become an important player in the global power semiconductor market.
China's power semiconductor device industry chain is relatively complete, from raw materials, chip design, manufacturing to packaging and testing, all links are involved in local enterprises. Most of the enterprises are concentrated in the Pearl River Delta, the Yangtze River Delta and other developed areas of the electronics industry. The upstream of the industry chain includes materials, manufacturing equipment and testing equipment required for power semiconductor devices, mainly including the supply of wafers, lithography machines, lead frames, wide bandgap materials and other auxiliary materials.
The midstream of the industry is the production and manufacturing of power semiconductor devices, the main enterprises include China Resources Microelectronics, SMIC, Silan Microelectronics, Huahong Hongli, etc., these enterprises have an important layout in the field of power semiconductors, through technology research and development and market expansion, enhance the competitiveness in the international market, some of the leading local enterprises through cooperation with international leading enterprises, technology introduction and joint research and development, to further enhance their own technical level and market share.
The downstream of the industry is the application field, and the power semiconductor device industry is widely used, covering electronic and electrical applications in different fields, including consumer electronics, household appliances, industrial control, network communication, military aviation, rail transit, new energy vehicles, and renewable energy. In recent years, the application of power semiconductor devices in the field of new energy vehicles and renewable energy has become more and more extensive, driving technological advancement and market growth in these two fields. At the same time, with the rapid upgrading of smartphones, 5G base stations and other equipment, there is also a large demand for small and efficient power semiconductor devices. Driven by market demand and policy support, the power semiconductor device industry in mainland China has shown a trend of rapid development. In the future, with the continuous advancement of technological innovation and the continuous improvement of the industrial chain, Continental's position in the global power semiconductor market is expected to be further enhanced.
However, in recent years, a small number of domestic enterprises have mastered the design and manufacturing technology of power semiconductor chip industrialization including IGBT chips and FRED chips and have achieved mass production, and the industrialized production of power semiconductor chips and modules has broken the monopoly position of foreign manufacturers in the mainland market.
At present, the regional distribution of power semiconductor device enterprises in mainland China is mainly concentrated in the Yangtze River Delta, Pearl River Delta, Beijing-Tianjin-Hebei and other economically developed and industrial agglomeration areas. These regions have a complete industrial chain, abundant human resources and a good policy environment, which promote the development of the power semiconductor industry. The central and western regions and other cities with advantageous conditions are also actively deploying to promote the rapid development of the power semiconductor industry. With the continuous increase of technological progress and market demand, the regional distribution of China's power semiconductor device industry will be further optimized, and the industrial cluster effect will be more significant. Leading domestic semiconductor power device companies include China Resources Microelectronics, SMIC, Silan Microelectronics, Huahong Hongli, etc., all of which have important layouts in the field of power semiconductors. These companies have enhanced their competitiveness in the international market through technology research and development and market expansion.
The research team of Zhiyan Consulting conducts in-depth analysis on the scale, industrial structure, key enterprises, and industrial development trends of China's power semiconductor device industry, and puts forward suggestions on the problems existing in the development of the power semiconductor device industry, providing reference for local governments, industrial chain related enterprises, and investment institutions.
Data Description:
1: The core data of this report has been updated to December 2023 (the relevant financial indicators of non-listed companies in the report are affected by corporate credit approval, and there may be a certain lag), and the forecast period of the report is 2024-2030.
2: In addition to the first-hand research information and data, authoritative data sources such as the National Bureau of Statistics, China Customs, industry associations, and public reports of listed companies (prospectuses, transfer prospectuses, annual reports, inquiry reports, etc.) also constitute the data sources of this report. The first-hand data comes from the first-hand information data obtained by the research team from interviews with key enterprises in the industry, and the main interview subjects include corporate executives, industry experts, technical leaders, downstream customers, distributors, agents, distributors and upstream raw material suppliers. Secondary sources mainly include relevant industry news, company annual reports, non-profit organizations, industry associations, government agencies and third-party databases from around the world.
3: The core data of the report is based on the strict data collection, screening, processing, analysis system and independent calculation model of the Zhiyan team to ensure the accuracy and reliability of statistical data.
4: The data used in this report are all from compliance channels, and the analysis logic is based on the professional understanding of the Zhiyan team, which clearly and accurately reflects the research views of analysts.
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