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GAC parts and components hand in hand in the era of car, the layout of new energy vehicle core semiconductor research and development and production

Recently, the reporter learned from gac group that its subsidiary GAC Parts Co., Ltd. and Zhuzhou CRRC Times Semiconductor Co., Ltd. jointly established Guangzhou Qinglan Semiconductor Co., Ltd. with a registered capital of 300 million yuan. It is reported that Qinglan Semiconductor will carry out independent technology research and development and industrialization application around the field of new energy vehicle independent IGBT (insulated gate bipolar transistor), becoming the first new energy vehicle independent IGBT investment project in South China.

GAC parts and components hand in hand in the era of car, the layout of new energy vehicle core semiconductor research and development and production

The project plans to settle in GAC Intelligent Network New Energy Automobile Industrial Park, with a total investment of about 463 million yuan, one planning, two phases of investment, the first phase of the planned production capacity of 300,000 automotive IGBT modules, planned to be put into operation in 2023, the second phase of the planned production capacity of 300,000 automotive IGBT modules, planned to be put into operation in 2025. After the completion of the project, the total production capacity of 600,000 pieces/year can be realized.

As a key component of electric energy conversion, IGBT is an important part of the electric control system of new energy vehicles, vehicle air conditioning system, and charging pile inverter. In recent years, the rapid development of IGBT modules in the application of automotive electrification has promoted the improvement of the electrification level of new energy vehicles. However, for a long time, the development of domestic IGBT semiconductor modules is still in its infancy, and the domestic production rate is low. China's IGBT market has been monopolized by foreign enterprises, domestic automobile companies and drive system companies are in a long-term outsourcing situation, facing the dilemma of "long cycle, high price, no guarantee", hindering the development of strategic emerging industries in the mainland, especially restricting the development of the new energy automobile industry.

In order to realize the electrification transformation in recent years, GAC Group is continuously advancing in the parallel way of self-research and cooperation, and accelerating the improvement of its R&D and industrialization layout in the field of key components of new energy vehicles. In the field of chips, GAC Group has united key enterprises in the field of chips such as Yuexin Semiconductor, Horizon, Chenjing Technology and other chips and intelligent networking to help the supply chain to be independent and controllable and the upstream and downstream of the industrial chain to further enhance the comprehensive competitiveness of GAC Group.

Zhuzhou CRRC Times Semiconductor Co., Ltd. is a subsidiary of CRRC, in the field of IGBT, electrical products have been covered from 650V to 6500V, in the voltage range can be benchmarked against the world's leading semiconductor companies. Its high-voltage IGBT products are widely used in the core components of mainland rail transit, and medium and low voltage IGBT products are mainly used in the field of new energy vehicles.

In the face of the lack of "China core" and "China IGBT" in the new energy automobile industry, the two sides will give full play to their respective technical advantages and achievements in rail transit, power grid and other fields, as well as their deep accumulation and resource advantages in the automotive and parts industry, and actively lay out the independent IGBT of new energy vehicles. This will not only help GAC to build an independent and controllable electric drive system industry chain, but also help to open up the development situation of both sides in the field of new energy vehicle IGBT. The project will also effectively help Guangzhou seize the commanding heights in the new round of global chip and semiconductor industry competition, and provide strong support for consolidating and enhancing Guangzhou's status as an important national center city.

[South + Reporter] Ma Yitian

【Author】 Ma Yitian

【Source】 Southern Press Media Group South + client

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