With the significant increase in demand for automotive and industrial applications, the IGBT market is in short supply. Previously, there were reports that some manufacturers' IGBT production line outsourcing prices have increased by 10%. According to the latest news from industry media, the shortage of IGBT will be difficult to solve at least until mid-2024.
There are four main reasons for the shortage and price increase of IGBT: firstly, there is strong demand, resulting in a significant increase in the amount of IGBT required for automotive and industrial applications; Secondly, insufficient supply and slow expansion of production capacity; Thirdly, customer certification requires time; Fourthly, Tesla slashed the usage of 75% silicon carbide, with IGBT as a potential alternative.
IGBT is a representative product of the third generation power semiconductor technological revolution. It has high frequency, high voltage, large current, easy switching and other excellent performances. It is known as the "CPU" of power electronic devices in the industry, and is widely used in industrial control, rail transit, white goods, new energy power generation, new energy vehicles and other fields.
Institutional analysis indicates that the strong development of new energy has brought a spring of significant growth in IGBT. On the one hand, China is the world's largest IGBT demand market, and the industry has great development prospects. However, the self-sufficiency rate of IGBT in China is less than 20%, and there is still significant room for improvement in local substitution;
On the other hand, the performance of local IGBT products has gradually matured, and some product performances can be compared with those of overseas IGBT manufacturers, accelerating the market penetration of domestic IGBT products, and gradually entering the high-end market.
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