From the perspective of the market application structure of domestic discrete device products, its application areas cover consumer electronics, computer and peripheral markets, network communications, electronic special equipment and instrumentation, automotive electronics, LED displays, and electronic lighting. Among them, consumer electronics, computers and peripherals, and network communications are traditional semiconductor discrete device application markets. Automotive electronics and electronic lighting are the rapidly growing application markets in recent years.
In the field of lighting, semiconductor lighting (abbreviated as LED) as a new type of green light source products, has the characteristics of energy saving, environmental protection, long life, small size, and is widely used in various indications, displays, decorations, backlights, general lighting and City night scene and other fields. At present, LED has become a relatively cost-effective ecological light source, fully enter the lighting alternative market, in the global trend of eliminating incandescent lamps and limiting the use of fluorescent lamps (including mercury), the global semiconductor lighting market has shown explosive growth.
China is a big country in the lighting industry. In recent years, LED lighting has grown rapidly. In 2015, the scale of China's lighting industry is about 560 billion yuan, of which LED lighting industry scale is about 155 billion yuan, annual growth rate of 32.5%, LED lighting in the lighting industry, the proportion of about 28%; domestic LED lighting product output of about 6 billion, domestic Sales of about 2.8 billion, LED lighting products domestic market penetration (LED lighting products domestic sales volume / lighting products domestic total sales volume) of about 32%.
In 2016, the world accelerated the elimination of incandescent lamps, and LED has become the mainstream light source for lighting. China's domestic LED lighting products output is about 8 billion, an increase of 33% year-on-year; domestic sales of about 3.8 billion, an increase of 35%. The penetration rate of LED lighting products in the domestic market reached 42%, an increase of 10% from 2015.
It is estimated that the number of LED lighting products in China will reach 9.6 billion in 2017, and the penetration rate of LED lighting products in the domestic market will reach 50%.
Prospective Industry Research Institute's "2018-2023 China's automotive electronics industry market forward-looking and investment strategic planning analysis report" data show that automotive electronics in the total cost of the vehicle is increasing, compact car accounted for 15%, middle-grade About 28% of cars, 47% of hybrid cars, and 65% of pure electric cars, under the general trend of intelligent and electronic, automotive electronics bring new vitality and new to the entire semiconductor market The growth point.
As a basic component embedded in automotive electronic products, semiconductor discrete devices have a huge space for rigid demand. Accompanied by the development of automotive electronics towards intelligence, information, and networking, and the popularity of various LED energy-saving lamps in automotive lamps, indicator lamps, lighting lamps, decorative lamps, etc., semiconductor discrete devices are used in automotive electronic products. The range of applications is increasing.
In the traditional internal combustion engine car manufacturing industry, the discrete device used in a single car is only US$71. The amount of a single discrete device for a new energy vehicle is 387 US dollars, which is more than 5 times the amount of traditional automotive vehicles, and the application market is extremely broad. Take the current hot power semiconductor IGBT as an example. IGBT is the core component of inverters that convert DC power into AC power in new energy vehicles, which accounts for half of the cost of the motor drive system. The motor drive system accounts for 15-20% of the total vehicle cost, which means that IGBTs account for the cost of the entire vehicle. 7-10%, which is the second highest cost component in addition to the battery, also determines the energy efficiency of the entire vehicle. Not only do IGBTs are used for motor drives, but also generators and air conditioners for new energy generally require IGBTs.
Regardless of the application requirements of semiconductor discrete devices in the traditional automotive field, the demand for discrete semiconductor devices in the new energy automotive industry alone is extremely alarming, not to mention that new energy vehicles are now in full swing in various countries.
In 2017, China's annual production of new energy vehicles was nearly 800,000 units, an increase of 54% from 2016. With the rapid development of China's new energy automotive industry, automotive electronics demand for semiconductor discrete devices will usher in an outbreak.