Help the "new infrastructure" speed up the third generation semiconductor industry needs "dislocation development" anti-foam

  "New infrastructure" is one of the hot words recently. The National Development and Reform Commission has recently clarified the scope of new infrastructure for the first time-the new infrastructure is guided by new development concepts, driven by technological innovation, based on information networks, and oriented to high-quality development needs, providing digital transformation, intelligent upgrades, and integrated innovation Infrastructure system for other services.

  "In the main areas of 'new infrastructure' represented by 5G, the Internet of Things, and the Industrial Internet, the third generation of semiconductors can play an important role." Professor Shen Bo, Peking University Broad Band Gap Semiconductor Research Center introduced, the third generation Semiconductors are wide-bandgap semiconductors, represented by silicon carbide and gallium nitride, with high frequency, high efficiency, high power, high pressure resistance, high temperature resistance, strong radiation resistance and other superior performance, is to support a new generation of mobile communications, new energy vehicles , High-speed rail trains, energy internet and other industries, the key core materials and electronic components for independent innovation, development, transformation and upgrading.

  Shen Bo explained that, compared with the traditional silicon-based devices that are still dominant in the field of power semiconductors, the third-generation semiconductor power electronic devices can make electronic and electrical equipment more efficient, compact, and intelligent. For example, high-voltage, high-current, low-loss silicon carbide-based power electronic devices and modules can be used in large-scale applications in smart grids, high-speed rail transportation, new energy vehicles, etc .; high efficiency, small size, medium and low pressure gallium nitride Base power electronic devices and modules can be applied to large-scale general-purpose power supplies on a large scale, such as power supplies for large data centers, mobile communication base stations, Internet of Things terminal devices, power adapters for mobile phones and notebook computers, and wireless fast charging sources. Has huge technical advantages and market space.

  Among them, the third-generation semiconductor RF electronic devices have achieved large-scale applications in both civilian and military fields. In particular, due to the performance advantages of high frequency, high power, and large bandwidth, GaN RF electronic devices and modules play an irreplaceable role in the construction of 5G mobile communication base stations. The acceleration of China's 5G construction will trigger GaN The rapid growth of the demand for radio frequency electronic devices.

  Looking at the world, the global semiconductor industry is in a downturn in 2019, but the third-generation semiconductor technology, products, markets, and investment are all showing high growth. Leading companies have strengthened their layout in the third-generation semiconductor field. By adjusting the business field, Expand production capacity supply, integrate mergers and acquisitions, and enhance competitiveness. In contrast, China's third-generation semiconductor power electronics and RF electronics industry is in its infancy, and a complete industrial chain from materials, devices to applications has been initially formed, but the overall technical level is still 3 to 5 years behind the world's top level. Break through the core key technologies of materials, devices, packaging and applications and other engineering application issues such as reliability and consistency.

  "The acceleration of the 'new infrastructure' has provided valuable opportunities for the development of China's third-generation semiconductor industry. The domestic market's demand for third-generation semiconductor materials and devices has rapidly increased. Terminal application companies are also adjusting their supply chains to support domestic enterprises. Midstream products in the industry chain of the supply chain will receive downstream user verification opportunities and enter the supply chain of multiple key manufacturers. "Yu Kunshan, Secretary General of the Third Generation Semiconductor Industry Technology Development Strategic Alliance.

  The recently published "Technology Development Report of the Third Generation Semiconductor Industry (2019)" predicts that China's third-generation semiconductor power electronic device application market will reach nearly 20 billion yuan in 2024, with a compound growth rate of more than 40% in the next five years.

  Facing rare opportunities, Yu Kunshan suggested that China's third-generation semiconductor industry should be more down-to-earth and stable. "In the past few years, policy resources have been heavily inclined, and the third generation of semiconductors has been listed as a key supporting industry, and multiple measures have been taken to attract projects. This has also caused some low-level duplication. In view of this, while vigorously supporting industrial development, localities have also It is necessary to pay attention to coordination and dislocation development, do a good job in project identification, combine the advantages of local industries, talents and resources, consider financial carrying capacity and policy cost-benefit ratio, and adapt supporting policies to local conditions. "

  In addition, the rapid growth of the market for the third-generation semiconductor industry in the past two years is mainly due to the capital entry obtained by the country's vigorous promotion of the autonomy of the semiconductor industry, as well as silicon carbide and gallium nitride devices in new energy vehicles, 5G, data centers, etc. New applications in the field, but the current economic downturn has led to a decline in consumer electronics, automotive and even industrial motors and other products. Exports have been blocked and downstream demand has shrunk. "The industry should work hard to continuously improve product performance and competitiveness, and explore innovation. Applications, while expanding the incremental market while continuously expanding the penetration rate in the stock market, promoting the benign and sustainable development of the third-generation semiconductor industry, and also facing the 'advance investment to seize the opportunity, but the market startup is often lower than "Expect this contradiction, grasp the rhythm of industrial development." Yu Kunshan emphasized.