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Chao News client reporter Shi Wen correspondent Wang Tingyu
Two years ago, Geely Li Shufu's investment in Jingneng Microelectronics and the increase in power semiconductors attracted widespread attention from the society. How has the company grown in just two or three years?
This week, in the Yuhang Economic Development Zone, located in Yuhang Renhe, Hangzhou, the Chao News reporter interviewed Pan Yunbin, director and general manager of Zhejiang Jingneng Microelectronics Co., Ltd.
Zhejiang Jingneng Microelectronics Co., Ltd. Pan Yunbin reporter Shi Wen/photo
In just two years, this young entrepreneur led the team to successfully break the monopoly of similar products in Europe and the United States in the domestic market, and interpreted what is "Chinese speed" with hard work and strength.
"Your company will definitely be able to do it!"
Power semiconductor chips play a vital role in electric vehicles and other fields, like the "heart" of electric vehicles.
For example, when you step on the accelerator, the battery power is first given to the controller, which controls the power, and then transmits it to the motor to accelerate or decelerate. When the brakes are applied while driving, it can be converted from AC to DC through energy recovery, and then transmitted back to the battery.
The company's production base in Hangzhou Yuhang Economic Development Zone Photo provided by the interviewee
The quality management of these chips has undergone rigorous testing, including testing in a variety of extreme environments.
For example, the three "high" tests are carried out in the cold, high temperature and plateau environment, in winter, go to Heihe to test the environment of over minus 40 °C, go to Sanya in summer to test the high temperature of nearly 40 °C, and go to the Qinghai-Tibet Plateau...... Make sure that the car can run reliably in any situation, because it is a matter of life safety.
Heihe low temperature test Photo courtesy of the interviewee
In the first two or three years, Pan Yunbin especially affirmed the combat effectiveness of his team colleagues. Everyone didn't finish the Spring Festival holiday, and they came back on the third day of the Lunar New Year and went all out to work.
In the small building next to the Management Committee of the Development Zone, after 10 o'clock every night, only the lights on the floor of Jingneng Microelectronics are still on, and the leaders of the Management Committee of the Development Zone often praise the team and say, "Your company will definitely be able to do it!"
Chip R&D Photo provided by the interviewee
Grasping the moment is the best reward for your efforts.
Pan Yunbin feels that in the context of a market with strong application traction for new energy vehicles, an excellent team should firmly grasp the historical opportunity, fight side by side, and do the domestic chips.
In the third year after the big core shortage, domestic products completely replaced imports
On the day of our interview, Pan Yunbin had just finished a chip procurement meeting for European customers.
After the meeting, he confidently said to us, "Now our chips not only occupy a place in the domestic market, but also successfully enter the European market." In terms of cost and performance, it is better than similar foreign products. ”
In 2021, the domestic new energy vehicle industry will be short of cores, and almost all automobile companies will stop production or can't get cars because of the lack of cores (power semiconductor chips). At that time, in the 4S stores of Jingneng's downstream customers, even the exhibition cars in the exhibition hall were not sold.
Chip production Photo courtesy of the interviewee
According to data, in 2021, the localization rate of China's power semiconductors will be less than 1%, and 99% will be imported to China after being produced by European and American countries.
So in 2021, Jingneng began to set up a team to develop domestic power semiconductor chips, not only relying on Geely's Jingneng, but at that time, domestic counterparts such as Huawei and BYD were also forming teams to design chips and tape-out tests.
Photo courtesy of the interviewee
After a whole year of verification in 2022, we have increased the domestic production rate of chips from 1% to 8%, opening up a market gap, and in 2023, the domestic production rate will be further increased from 8% to 50%, and it is expected that this year, the domestic market share can reach 80%~90%.
That is to say, in the field of power semiconductor chips, the Chinese only took three years to make up for the technology generation gap, production capacity and yield, so that domestic chips completely replaced imports.
The pursuit of industry leadership, listing is logical
The world's mainstream silicon-based chip is the seventh generation of micro-trench gate + field cut-off technology, and there is no generation gap between China and abroad. The first generation mentioned here is actually the concept of micro-grooves.
"Our chip, don't look at it as a smooth surface, but there are many grooves inside, and each trench is electron, and the more carefully the trench is dug, the more accurate the control of the current. Pan Yunbin said.
Photo courtesy of the interviewee
At present, the international microtrench has been dug to 1.6 microns, and digging to 0.8 microns has basically eaten up the material, that is, there is still 1 times the growth space. Crystal Energy's team is now also developing a new 1.2 micron microtrench.
There is also a new material, called compound semiconductors (such as silicon carbide), and there is still a generation gap between domestic and international.
Pan Yunbin said, "We must continue to seek breakthroughs and implement technological evolution just like catching up with the seventh generation of silicon-based chips." From the end of this year to next year, China is expected to surpass in this field. ”
In terms of application scenarios, in addition to the application of power semiconductor chips in new energy vehicles, photovoltaic energy storage, wind power, industrial control, and hydrogen production will be used as long as they involve the control of electricity.
Photo courtesy of the interviewee
Of course, the development of artificial intelligence, in addition to the progress of software, but also hardware support, such as in the future, service robots will enter thousands of households, will also involve the control of electricity, that is to say, our chips still have a long-term application prospects.
As long as we do a good job in business and technology, Pan Yunbin believes that it is a logical process for the company's listing, "not to go public for the sake of listing, but to pursue the leading position of the industry. ”
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