功率半导体成长放缓，中国供应商转向12吋和IGBT

功率半导体是电子设备中能量转换和电路控制的核心，在电子电路中的功率转换、放大、开关、电路保护、整流等方面发挥重要作用。 功率半导体主要用于改变电压和频率，以及在电子设备中将直流电转换为交流电。 功率半导体在汽车、工业、轨道运输、电力等领域中发挥着重要而广泛的作用。 随着新能源领域，特别是太阳能发电和电动车的发展，IGBT和MOS等功率半导体在永续能源领域也变得越来越重要。

本报告分析了中国功率半导体产业的最新情况，包括整体市场成长前景、主要发展趋势、按细分市场和公司类型划分的详细趋势、上游製程（晶圆供应商）和下游製程。我们编制并提供（客户）角度的市场趋势等资讯。

目录

第一章从晶圆供应商角度看中国功率半导体市场现况

(1)中国晶圆供应商营收成长放缓

(2)功率半导体代工厂营收成长下滑

第二章中国功率半导体产业现况

(1)中国十大功率半导体供应商：面临业务成长放缓

(2)中国主要IDM成长放缓

（三）华润微电子、士兰微产能

第三章中国功率半导体发展

（一）中国主要IDM销售体系

（二）功率半导体进入12吋时代

（3）IGBT将成为推动功率半导体成长的因素

第 4 章 TRI 的观点

(1) 中国晶圆供应商成长放缓，下游製程客户（电子和通讯产业）前景恶化

（2）功率半导体市场放缓，IGBT成为驱动因素

（3）中国主要功率半导体供应商目前正在从8吋扩展到12吋。

Power semiconductors are the core of energy conversion and circuit control in electronic devices, playing vital roles in power conversion, amplification, switching, circuit protection, and rectification in electronic circuits. They are primarily used for altering voltage and frequency, as well as converting DC to AC in electronic devices. Power semiconductors have a key and extensive role in fields such as automobiles, industry, railway transportation, and power. As the new energy sector grows, particularly in solar energy and electric vehicles, power semiconductors such as IGBT and MOS are also becoming increasingly important in the realm of sustainable energy.

Table of Contents

1. Observing the Status of China's Power Semiconductor Market through the Lens of Wafer Suppliers

(1) Leading Chinese Wafer Suppliers Experience Slowdown in Revenue Growth

(2) Power Semiconductor Foundries Experience Decline in Revenue Growth

2. Status of China's Power Semiconductor Industry

(1) Top 10 Chinese Power Semiconductor Suppliers Experience Slowdown in Business Growth

(2) Growth Slows Down for Leading Chinese IDMs

(3) Capacities of CR Micro and Silan

3. China's Deployment in Power Semiconductors

(1) Sales Structure of Leading Chinese IDMs

(2) Power Semiconductor Enters 12-inch Era

(3) IGBT to Become Core Growth Driver for Power Semiconductors

4. TRI's View

(1) Growth of Chinese Wafer Suppliers Slow Down to Declining Prospect in Downstream Consumer

Electronics and Communication Industries

(2) IGBT Becomes Growth Driver as Power Semiconductor Market Decelerates

(3) Leading Chinese Power Semiconductor Suppliers Currently Branching Out from 8-Inch to 12-Inch