????IGBT?·æ??é«?é¢???é«??µå????大ç?µæ?ï¼???äº?å¼??³ç?ä¼????§è?½ï?è¢????èª?为ç?µå???µå?è£?ç½?????CPU?????°è?½æ?????????ï¼??µå?¨è½¦ä¹???以å?·å?碾å????油车??????ä½?éª?ï¼???è¿?????å¿???????ä½??¨ä????³ç³»??

????å·¥æ?§å???°è?½æ?汽车??GBT??æ±???æ¯???大ç??两个ä¸?游é???ï¼??¹æ??021å¹´ç?计æ?¾ç¤ºï¼?è¿?两大é¢?????????æ¯?ä¸?7ï¼???28ï¼?ï¼??¶æ????°è?½æ????µå??家ç?µå??é¢?å¸??ºï???æ±???æ¯?????¸º9ï¼???8ï¼???å°¤å?¶æ????020年以?¥ï??°è?½æ?汽车??æ±????¾æ????ï¼?2021å¹´è?2020å¹´é??æ±???æ¯?????19ï¼?ï¼? ??GBT主è???å¢?????æ±??¥æ???

?????£ä?ï¼?IGBTä¾?åº??°å???å¤????ä¸???è¿????´å?¼ï???涨价?¢è´§å·²ä????°é?äº?ï¼?ä¸???»·?¼å?é«??????ï¼??????¹æ??¹°ä¸??°ã????

???????¥å??ç»?????å¯????µå?è¿?????å¸?????2023 Q1????å¸??ºè????¥å?????°æ???¾ç¤ºï¼?STï¼???æ³???导ä?ï¼???Microsemiï¼?ç¾?é«?æ£??ï¼???Infineonï¼??±é???ï¼???IXYSï¼??¾è??????Fairchildï¼?ä»?ç«¥å??导ä?ï¼?è¿?5大å??????IGBT Q1ä¸?2022å¹?4??交æ???ºæ??»´??ä¸??´ï?交æ??ä¾??§ç´§å¼?ï¼????¿ä¸º54?¨ã??

?????·ä??¥ç??ï¼???023å¹´ç?ä¸?季度ä¸????æ³???导ä???IGBTè´§æ??ä¸?7-52???ç¾?é«?æ£????IGBT è´§æ??ä¸?2-52????¾è?????IGBT è´§æ??ä¸?0-54????±é?????IGBT è´§æ??ä¸?9-50???ä»?ç«¥å??导ä???IGBT è´§æ????ä¸?9-52?¨ã??

????

????ä¸???????ï¼?IGBT大缺货æ??两大????ï¼?é¦??????????ä¼??????¨é????GBT??æ¯???大å?????ï¼??¶æ?????????导ä?产ä?æ­£å?äº?è°??´æ??ï¼?ä¸?ä»?产è?½æ????ï¼???ä¸?许å?产è?½é?½è??°è?½æ?è½þ@???¢èµ°ï¼??¨æ???¤æ??åº?ä¸?ï¼?导è??GBT大缺??

?????¼å?注æ????????¹æ????è¿???ä¹??¨â?????æµ?æ²¹â????????1?¥ç????èµ????¥ä?ï¼??¹æ?????¹é?¢å???表示ï¼?å°??¨å?¶ç?µå?¨è½¦ä¸?大ç??碳å??ç¡??¨é??75ï¼???å½??¶ä???????é¢?计ï??¿ä»£?¹æ?ä¹?ä¸???IGBT??æ±??????´å???

????ä¸?游å??·ç?订é?¿å????ä¾?åº?

????è¿?ä¸??¶å?µä?å¾??°å?½å???????°è????½å??è½þA?çº?GBT头é?¨ç?©å??¶ä»£?µæ?è¿??¥å?¨æ?ºæ??交æ?ä¸??´è?ï¼?ä»???è¿???å¸??ºè????¥ç??ï¼?????IGBT????æ±?å¾??ºç??ï¼?å¾?å¤???è¦?客æ?·é???©ç?äº?3å¹´ç???¿çº¦ï¼?2024-2026å¹´ï????????¸æ?¥è¿«??è¦?IGBTä¸??????°äº§?½ï??¥ç?解è?è¿?äº??ºç????å¸??ºé??æ±?ï¼???该å???¸ç§°??

?????¶ä»£?µæ??¹é???è°????¹æ??????碳å??ç¡??¨é?????°æ?¹æ???该å???¸é???²ï?对ä?ç¡??大å???å°?碳å??ç¡???è¿?ç§??¹å??ï¼?ä¸?å°?汽车????ä¸?该å???¸ä????????°æ?¹æ?ï¼????½å??大ç???GBTåº??¨ã??

??????ä¸?ï¼??¶ä»£?µæ???GBT??碳å??ç¡?两ç?è·?º¿ä¸????äº?å¼¹æ?§ã?????解ï?该å???¸å?¨ç¢³??ç¡??¹é???è¯??¨çº¿?¹ä¸º???¨çº¿?½è§£?³ç?ä¸??¹å??¹é??????æ±?ï¼???GBT??6ä¸???产è?½å·²ç»??????对æ????GBT??碳å??ç¡????½å?ºç?°ç??æ­¤æ?å½¼é?¿ç????æ±?å¼¹æ?§è??????

?????½å???þ???©å?å£??°å¾®è¿???ä¹?表示ï¼?????æµ·å?大å??IPM交æ??è¿???0?¨å·¦?³ï??°è?½æ?å¸??ºå??ç»????å¾?大æ???¿ç©º?´ã??该å???¸é???²ï??¶æ±½è½þ>º§????模å????å°?è£?产è?½å?ä»???????10ä¸???»ºè®¾å??0ä¸????????¨å?½å??空è????°ç???æ´?è¡£æ?ºç?大å???½ç?µå??ºå?åº?IPM????æ±?çºþ?¸º6亿å???ä½????¸ç?°æ??产è?½å????产约1.6亿å???ä¹???¸´??ä¾???????å±?? ¬??

????æ­¤å??ï¼?ä¸?ä½?ä¸???人士?¾å??è¯?è®°è??ï¼?ä¸?????è¨?ï¼?ä¸?è¾??µå?¨è½¦ä½¿ç?¨ç??IGBT?°é??é«?è¾¾ä??¾é?ï¼????ç»???油车??ä¸??°å????????????²ï??????½å????è½þA?çº?GBTå¹´å????订å???ºæ???½è???å®???

???????ºç?°è?ä¸??¶å?µï?ä¸??½é??大å??并ä??¥ä??©äº§?????´æ?¥å?³ç³»???¨ä??????¥ï?æµ·å?大å??å¯?GBT?©äº§??åºþA?为ä?å®?ï¼?ä¸??½å???¶æ»¡è¶³å??ºé??æ±?ï¼?令å?½å??ä¼?ä¸??????ºå???????

?????½å????头é?¨å????表å??导ä?????人士?´è?ï¼?以车è§?级产??为ä?ï¼?è¿?ä¸?é¢???产å??è¦?æ±?æ¯?è¾?é«?ï¼?ä¸??þ@???å°±ä???¸´?¶è??´äº§??è§??¼ï????½ç?¶é?½æ??GBTï¼?ä½????±ä?å¤?äº?ä¸???ç»???è¡?ä¸?ï¼?å¯?GBTè¦?æ±?å®??¨ä?ä¸??·ï?ä¸?å­??¨æ··?¨å???½ï?导è?´å???产线?????é«???ä¸???æ³?????????该人å£????¶è¡¨ç¤ºï????¥å??ºä?å¯?GBT??ä¾?è´§è?½å??è¿?大ä???æ±?ï¼???IGBT??ä»·æ?¼ä?è¿???ä¸?????

????产�紧�????�??025�/STRONG>