Xiaomi, Chuanyin and other companies have seized the track where the third generation semiconductor materials are applied in the fast charging field; In the capital market, the upstream and downstream companies of the third generation semiconductors - Taiji, Antai technology, Luxiao technology, Haite high tech, etc. are active. At the policy level, it is reported that the domestic semiconductor industry will be developed as a whole, and the support for the development of the industry will be further strengthened, especially the third generation semiconductor.
In the view of industry experts such as Kun Shan, Secretary General of the third generation semiconductor industry technology innovation strategic alliance, it is of great significance to vigorously develop the third generation semiconductor, especially to support carbon peaking and carbon neutralization.
The third generation of semiconductors, i.e. wide band gap semiconductors, represented by silicon carbide and gallium nitride, have excellent performance such as high frequency, high efficiency, high power, high pressure resistance, high temperature resistance and strong radiation resistance.
It is the key core materials and electronic components that support the independent innovation, development, transformation and upgrading of the new generation of mobile communications, new energy vehicles, high-speed rail trains, energy Internet and other industries.
-Suzhou extensionHeart-
Cai Wei, director of China electric vehicle 100 people's Association and professor of Harbin University of technology, analyzed that the inherent characteristics of the third generation semiconductor power chips and devices determine its advantages in efficient power conversion in industrial manufacturing, civil appliances and other fields.
"The emerging industries with strong intelligence and environmental protection urgently need the third generation power semiconductors with high frequency, high efficiency and temperature resistance." Cai Wei said.
How to better develop the third generation semiconductor and help achieve the goal of carbon peak and carbon neutralization?
Yu Kunshan believes that it is necessary to realize the industrialization of key materials, core chips and modules, do a good job in optimizing the layout of the industry and through demonstration and large-scale application.
Specifically, to meet the needs of the third generation power semiconductor devices (silicon carbide and gallium nitride two material systems), accelerate the independent and controllable development of the third generation semiconductor industry chain, including: mass production of high-performance 6-inch and 8-inch silicon carbide single crystal substrates and epitaxial materials and power devices, mass production of 6-inch and 8-inch silicon-based gallium nitride epitaxial materials and power devices, mass production of high-performance packaged devices and modules, Localization of core testing instruments and equipment such as single crystal substrate growth, processing, chip technology, packaging and testing.
-UVA / UVC LED industry chain layout-
In addition, Yu Kunshan suggested that while encouraging local governments and social capital to actively participate in the industrialization of the third generation semiconductor, it is necessary to take into account the characteristics of the semiconductor industry such as high technological threshold and long cycle, and promote the industrial layout in an orderly manner.
"In areas with good semiconductor industry foundation, strong capital strength and abundant talent reserves, we will take the lead in arranging upstream and midstream industries in the way of industrial chain aggregation, with a view to rapidly realizing the industrialization of core materials and chips. After that, we will take mature teams and enterprises as the core to carry out mass production and expand production in a wider range, and finally promote the mature technology and products of the third generation semiconductor to all walks of life." Yu Kunshan said.
- Own R & D, packaging and production plants-
Cai Wei also stressed that it is necessary to strengthen the construction of the industrial chain, and realize the low-carbon or even zero carbon strategy of the whole life cycle from the substrate, epitaxy, chip to packaging, controller design, manufacturing and application. "The independent control of raw materials, chips and devices is the cornerstone of the healthy development of the third generation wide band gap power semiconductor industry, and also the guarantee for the implementation of the double carbon strategic goal in the whole industrial chain."
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-UVC led killMushroom appliances-
On this basis, Qiu Yufeng suggested that the combination of R & D and application should be promoted, and application demonstration should be carried out in downstream white goods, consumer electronics, logistics, new energy and other fields& nbsp; Through application demonstration, equipment manufacturing enterprises will be helped to familiarize themselves with and master the third generation semiconductor devices, accelerate the realization of product iteration, open the market application demand channel as soon as possible, and accelerate the maturity of products.
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