Accelerate localized supply of isolation devices! Differentiated Rise of Digital Semiconductor

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The Prosperity of the New Energy Industry

Greatly driving the upward demand for isolation devices,

Future domestic chip manufacturers

In this field, there will be a development window period.

Suming Semiconductor at the South China Electronics Exhibition in Munich

staytwo thousand and twenty-twoSimultaneous Activities of the South China Electronics Exhibition in Munich“International Forum on Innovation in Electric Vehicle Drive and Charging Technology”Up,Shanghai Shuming Semiconductor Co., Ltd. (hereinafter referred to as "Shuming Semiconductor")Automotive Marketing Director Jiao Liansheng delivered a keynote speech titled "Application of Isolation Devices in New Energy Vehicles", which stated that.

In this special window period, how will Chinese chip manufacturers respond in order to stay within the window“To rise with the wind”What about breakthroughs in the isolation device market? Suming Semiconductor has been deeply involved in analog chip enterprises for many years. In this speech, Jiao Liansheng shared the application evolution of the company's isolation device product line in the field of new energy vehicles.

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Master Xin discovered that,This excellent local enterprise not only provides numerous selection references for simulator components in the new energy vehicle market, but also provides a sample of differentiated rise for domestic isolation device manufacturers.

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Expanding the demand for isolation devices for new energy vehicles

Domestic substitution acceleration

Isolation devices belong to the branch of analog chips and are safety devices that convert and output input signals to achieve electrical isolation at both input and output ends. They are mainly used to ensure the safety of signal transmission between strong and weak current circuits. In terms of product categories, it can be divided into five categories: digital isolators, isolation interfaces, isolation drives, isolation operational amplifiers, and isolation power supplies.

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Jiao Liansheng stated that for a long time, due to the high technical threshold of analog chips compared to other chip categories, the global supply of isolation device products has mainly come fromTI、ADI、Silicon Labs、InfineonLeading by overseas manufacturers, domestic manufacturers have a insufficient global market share on this track10%There is huge local supply space.

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In recent years,The vigorous development of domestic new energy vehicles has also brought new application patterns to the application of isolation device products in China.On the one hand, China has become the sales home of new energy vehicles, coupled with the trend of local supply, domestic chip manufacturers have“Market Home Advantage”. According to statistics from the China Association of Automobile Manufacturers:two thousand and twenty-oneThe total sales volume of Chinese cars in the year istwo thousand six hundred and twenty-seven point fiveTen thousand vehicles, year-on-year growth3.8%; The sales volume of new energy vehicles isthree hundred and fifty-two point oneTen thousand vehicles, year-on-year growth159%Occupying the global market for new energy vehicles50%Share.

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On the other hand, new energy vehicles have given rise to more demand for isolation devices. Compared with traditional fuel vehicles, the electrification and intelligence of new energy vehicles are more significant, resulting in a more complex circuit layout. Under the strict safety standards of automobiles, there is a stronger demand for isolation devices in high-power electronic devices. Among them, in new energy vehicles, the main drive of a single vehicle, air compressors,BMSTotal demand approximatelyfiftyIsolation chip, with the highest demand for isolation drive, accounting for approximately20-30Pieces. Zhejiang Securities Research Institute pointed out that the value of isolation chips for new energy vehicles in single vehicles is close tofour hundredYuan. And the on-board charger where the isolation device is located（OBC）Battery management system（BMS）DC/DCConverter, motor controlled drive inverterCAN/LINNew electronic transmission systems such as bus communication and battery systems are also becoming key components of automotive electronics.

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In the booming new energy vehicle market, the size of the isolation chip market is expected to continue to increase. With the trend of localized supply, the development of domestic isolation devices is also accelerating, providing more opportunities for selection.

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Differentiated layout of digital semiconductor isolation devices

Recognized by new energy vehicle customers

It should be clarified that, based on this premise and relatively speaking, analog chips are a high-tech threshold, a product category with a long product cycle, and automotive related chip applications require a long and rigorous product testing cycleEnterprises that have achieved market breakthroughs in this market must have undergone long-term market validation and possess profound technological accumulation.

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According to Jiao Liansheng, Shanghai Shuming Semiconductor Co., Ltd. was established intwo thousand and thirteenIn, we focused on developing high-performance and highly reliable analog chips and providing overall solutions for the system. After years of technological accumulation,At present, all core technologies andIPAll self-developed, with products covering three major product lines: driver chips, interface and signal chain chips, power management and intelligent photovoltaic chipsAll three product lines have products that can be applied in the automotive field, widely used in automotive electronic air conditioning compressors, high-voltage loads, on-board chargers and power supplies, main inverters, and battery management systems.

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Gate drive

Isolation Driver

单通道Isolation Driver

MOSFETandIGBTdrive

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“Unlike some domestic manufacturers, Siming Semiconductor has chosen a difficult and easy path in technological research and development.”Jiao Liansheng mentioned it in his speech.“Among the isolation devices, the technical difficulty of the driver chip is the highest, while the difficulty of the digital isolation chip is relatively low. However, the research and development of digital semiconductor products starts from the driver chip. The company was first working on carsLED驱动，现在主要的业务还是以门极驱动、电机驱动andVCSELThe driver chip represented by the driver. After the driver chips had been mass-proven in the market, the company began to extend its product line to digital isolators.”

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High speed dual channel digital isolator

High speed four channel digital isolator

Digital SemiconductorSiLM104xseriesCANtransceiver

“Interface and signal chain chips are a relatively new product line of Digital Semiconductor, and currently the main products are2-6The digital isolators, non isolation interfaces, isolation interfaces, and isolation sampling products of the channel have basically completed vehicle certification for this product line, such as high-performance digital isolatorsSiLM572x、SiLM574x,CANTransceiver productsSiLM104x/105xSwitching power supply chipSLM5418、SLM6240、SLM6260、SLM6160They are gradually being applied to the automotive field.”Jiao Liansheng added.

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“Difficulty before ease”The technological path has led to the accumulation and development of digital semiconductors.Firstly, in terms of product layout, after completing the layout of high-tech difficult driver chips, Siming Semiconductor has accumulated numerous high value in the field of isolation devicesIP,This has accelerated the company's deployment of digital isolation chips and power management chips, shortening the research and development cycle of related products. Secondly, in the process of completing high-tech product research and development for upstream and downstream partners in the industry, the reliability and consistency of Shuming Semiconductor's products have been verified, establishing a good reputation, and can quickly receive support from upstream and downstream partners in the industry. Finally, in the face of emerging market demand, based on deep technological accumulation, Digital Semiconductor can quickly respond to customer needs and iterate and upgrade products.

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Digital Semiconductor Isolation DriverSiLM53fifty

焦连胜透露,In order to adapt to the driving of third-generation semiconductor devices, the company has launched the next generation of isolated drive products for the marketSiLM5992,SiLM5932,SiLM53fiftyOther products,The characteristics of this series of products are faster driving speed, stronger driving ability, and more suitable for drivingSiC、GaNEqual power devices. In the booming field of automotive LiDAR, the company also provides services based onSLM883xOur laser temperature control solution meets the industry's ultimate pursuit of safety and reliability.

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Digital Semiconductor Based onSiLM824xDemonstration of efficient gallium nitride driver series

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凭借在技术上的优势,Shuming Semiconductor related isolation device products have successfully entered the supply system of multiple well-known customers in the industry and achieved batch supply. They have also entered the supply chain list of top domestic new energy vehicle brands in the automotive market.At present, there are still multiple isolation devices in the development stage of Suming Semiconductor, and in the future, we will continue to improve the product models of various major product lines to meet the isolation device needs of the new energy vehicle industry.

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Write at the end

Domestic isolation devices have attracted the attention of new energy vehicle companies, reflecting the resonance between domestic chips and emerging markets. From the development of the new energy vehicle industry and the domestic isolator industry, this resonance has just begun, and the sparks that will continue to erupt from the continuous collision between the two industries in the future are worth looking forward to.

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For Suming Semiconductor, its foray into the new energy vehicle market is still on the way. In the field of analog chips, the company focuses on automotive applications that are dominated by global chip giants. How to enhance product competitiveness, expand market share, and achieve leapfrog development driven by local supply and new energy vehicles is a key issue that Suming Semiconductor needs to consider in breaking through the market, It is also the only way for the development of Chinese semiconductor enterprises.

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