From the market application of product of domestic schism parts of an apparatus the structure looks, its apply a domain to cover communication of consumptive electron, computer and peripheral market, network, electron the many respects such as indication screen of electron of special device and instrument appearance, car, LED and electronic illume. Among them, the semiconductor schism parts of an apparatus that consuming electron, computer and peripheral and network communication is a tradition uses the market, car electron and electronic illume are the applied market with rapidder in recent years growth.
Graph 1: Parts of an apparatus of Chinese semiconductor schism uses domain structure (unit: % )
LED illume permeability rises
In illume domain, semiconductor illume (abbreviation LED) regards a kind of new-style green illuminant as the product, have energy-saving, environmental protection, life long, volume is minor wait for a characteristic, apply extensively at all sorts of directives, show, the domain such as illuminant of adornment, back, common illume and urban night scene. Current, LED has become sexual price to compare tall zoology illuminant, enter illume to replace the market in the round, incandescent lamp and limitative fluorescent lamp fall into disuse in the whole world (contain mercury) below use big trend, market of global semiconductor illume appears erupt type grows.
Our country is illume industry big country, LED illume growth is rapid in recent years. Dimensions of Chinese illume industry made an appointment with 560 billion yuan 2015, among them dimensions of LED illume industry makes an appointment with 155 billion yuan, year increase rate is 32.5% , LED illume makes an appointment with output of product of illume of 28%; home LED makes an appointment with 6 billion in the scale in illume industry, domestic sales volume makes an appointment with 2.8 billion, permeability of home market of LED illume product (selling quantity of home of LED illume product / total selling quantity of illume product home) about 32% .
2016, the whole world washs out incandescent lamp quickly, LED already became illuminative mainstream light source. Output of product of illume of LED of our country home makes an appointment with 8 billion, grow 33%; home sales volume to make an appointment with 3.8 billion compared to the same period, grow 35% compared to the same period. Permeability of home market of LED illume product is achieved 42% , rise than 2015 10 percent.
Measure of product of illume of our country LED achieved estimation 2017 9.6 billion, permeability of home market of LED illume product is achieved 50% .
Graph 2: 2015-2020 year output of product of Chinese LED illume and home market permeability forecast (unit: % )
Car electron market is close to erupting
Before academy of look up industry ” 2018-2023 year the look up before market of industry of Chinese car electron and report of analysis of investment strategy program ” data shows, car electron is in truckload cost is occupied mediumly than increasing ceaselessly, compact model occupied in the car 15% , in occupy in high-grade car about 28% , in mixture motor vehicle more occupy 47% , occupy in pure electric car 65% , change in intelligence, below the big tide that the electron turns, car electron brings new vitality and new point of growth to whole semiconductor market.
Graph 3: Electron of the car in different type car occupies truckload cost proportion (unit: % )
Semiconductor schism parts of an apparatus serves as inside set the foundation in car electron product yuan parts of an apparatus, put in the rigid demand space with massive move. Companion is changed as intelligence of car electron front, way of informatization, network develops, and all sorts of LED are energy-saving model lamps and lanterns is in car advocate of the respect such as lamp of the lamp, indicator light, floodlight, adornment gain ground, the application of semiconductor schism parts of an apparatus in car electron product range is bigger and bigger.
In production industry of automobile of traditional internal-combustion engine, dosage of parts of an apparatus of the schism in only station car is 71 dollars only. And dosage of parts of an apparatus of schism of only station of car of new energy resources reachs 387 dollars, it is the 5 times above of dosage of traditional car car, applied market is very broad. With current relatively popular power semiconductor IGBT is exemple. IGBT is the core part that dc of lieutenant general of car of new energy resources changes the inverter that is alternating current, take the in part of cost of system of electric machinery drive, and system of electric machinery drive is occupied truckload the 15-20% of cost, that is to say IGBT is occupied truckload the 7-10% of cost, be except batteries cost the 2nd high component, also decided truckload energy efficiency. Not only electric machinery drive should use IGBT, the dynamo of new energy resources and air conditioning part also need IGBT commonly.
The applied demand that casts parts of an apparatus of schism of conductor of half-and-half of traditional car domain does not talk, the demand that sheet discusses parts of an apparatus of schism of conductor of half-and-half of industry of automobile of new energy resources is very breathtaking, car of new nowadays energy resources is in prep let alone the like a raging fire that each country develops.
2017, output of car of Chinese annual new energy resources is close 800 thousand, relatively grew 54% 2016, as the flying development of industry of automobile of our country new energy resources, the demand of schism parts of an apparatus also will greet conductor of car electron half-and-half to erupt period.
Graph 4: 2015-2020 year output of car of our country new energy resources and forecast (unit: 10 thousand, % )
Content couplet net and VR/AR application demand increase
The foundation that semiconductor schism parts of an apparatus is electronic circuit yuan parts of an apparatus, content couplet net serves as use all sorts of information to send feeling equipment agency of will all article and Internet photograph connective, its development cannot leave the base such as semiconductor schism parts of an apparatus yuan product of parts of an apparatus. To 2020 global interconnection equipment will arrive 27 billion, among them 10 billion for mobile join equipment. The market prospect with content couplet vast network will drive bisect to establish the market demand of product of parts of an apparatus.
In VR/AR(virtual reality / enhance reality) in the world, the mode of operation of the computer turned people into very familiar sign and picture, and still can offer older view for people, as the PC before and smartphone, VR/AR has latent capacity to become the computational platform with main the next. At present the market of VR/AR puts an amount small, development space is large, improve as the technology, the price glides, and the generation that relevant applying and promotion, prospective VR/AR market will appear fast growth, tall flexibility. The rapid development certainly will of VR/AR market pushs a movement to be its foundation yuan the growth of the product requirement of schism parts of an apparatus of parts of an apparatus.