$ 1 billion! ON Semiconductor won the big order again
Recently, ON Semiconductor, a power semiconductor factory, announced that it signed a total of $ 1 billion of silicon carbide cooperation agreement with Borgwarner, a US car parts supplier Borgwarner. According to the agreement, Pog Warner plans to integrate Ansonam's Elitesic 1200 V and 750 V power device into its VIPER power module.
Ansonmi will provide high -performance EliteSIC technology, while maintaining the high standard quality, high reliability and supply stability required by the electric car owner's drive market. Thanks to higher power density and energy efficiency, it will increase the range of electric vehicles and improve overall performance.
Stefan Demmerle, President and General Manager of Power Driver System, said: "Ansonmei continues to invest in strategic investment to accelerate the improvement of SIC production capacity in its entire supply chain, which makes us confidence to meet the market and the future of the market and the future to us Solution, the demand for the growing solution. "Simon Keeton, executive vice president and general manager of the Anson Mei Power Plan Business Group, said:" Integrating ElITESIC technology in the main drive inverter can increase the equivalent mileage (MPGE) per gallon of gasoline, This helps to alleviate the mileage anxiety-this is one of the main obstacles used by electric vehicles to be widely used. Anonmei can provide support from chip to system-level support. The industry's SIC -based solution to meet its product listing needs. "
At present, with the huge demand for chips with the development of the automotive market that develops in the direction of electricization and intelligence, Ansonmei's actions have continued to SIC this year.
According to incomplete statistics, Ansonmi has reached cooperation with 7 automobile related companies this year.
In January, Anson announced its SIC series "Elitesic". At the same time, cooperate with Hyundai Automobile, Kia Group and Volkswagen.
In February, Ansonmei officially took over the 12 -inch wafer fab in New York State in the United States, and the acquisition price was about RMB 3 billion. This has made Ansonami's wafer technology upgraded from 200mm to 300mm, and also obtained technical nodes with core 65nm and 45nm CMOS.
In April, Ansonam announced that it signed a long -term supply agreement with the Zeek Smart Technology (ZeekR), which will provide EliteSic silicon carbide power devices.
In May, an Anson Mei executives said that the company is considering investing $ 2 billion to increase the production of SIC chips, or expand in the United States or South Korea. The goal is to occupy a global silicon carbon car chip market by 40%by 2027.
In the same month, Ansonmei officially announced that Shangneng Electric will integrate Ansonami's Elitesic Sic Mosfet and IGBT -based high -density power integration module (PIM) in its public business -grade solar inverter and 200kW Energy Storage System (ESS); Anson The US announcement has reached a strategic agreement with Kempower, which will provide Elitesic Mosfet and diode for Kempower for electric vehicle charging piles.
In June, Ansonam announced that it had signed a SIC supply agreement worth $ 1.9 billion (13.5 billion yuan) with the Weimi Technology (VITESCO). Ansonmei will supply SIC products for Weiyi Technology in the next ten years. Weiyou Technology will also introduce Ansonmei Elitesic MosFet to make inverters and electric vehicle drive projects.
Compared with SI, SIC has the characteristics of large bandwidth, high breakdown electric field, high saturated electron drift speed, high thermal conductivity, high anti -radiation, etc., and is suitable for making high -temperature, high -voltage, high -frequency, high -power devices.
From the perspective of the industrial chain, the SIC industry chain involves a series of links such as substrate, extension, device design, device manufacturing and seal testing. Among them, the value of silicon carbide base and outer slices accounted for more than half, and the cost of the substrate was the largest.
According to the statistics of TrendForce Consultation Consultation Compounds, with the clarity of Ansemi and INFINEON and other cooperative projects with automobiles and energy industry, it will promote the overall SIC power component market output value of 2023 in 2023 to US $ 2.28 billion , Annual growth of 41.4%.
