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