Is the opportunity for Chinese power IC coming?
Release time:2025-09-15 09:17:52
The mainstream manufacturers in China's power IC field, BCD, including Hangzhou Shilan, Huarun Silicon Microelectronics, Wuxi Xinpeng, Shenzhen Xinlian, Yacheng Microelectronics, Beijing Siwang, and Canrui Semiconductor, have found that these manufacturers are full of confidence and have become the main source of goods in many power ICs.
\t “ In fact, Chinese IC manufacturers have already gained advantages in consumer electronics applications such as low-power AC\/DC and DC\/DC power supplies, various linear regulators, reference voltages, various LED drivers, battery management, battery level monitoring, battery charging management, and lithium-ion protection. This is mainly reflected in the lower prices of Chinese IC manufacturers under the same performance indicators. ” Sheng Jun, Sales Director of Xinlian Semiconductor Company, said; Technically, we place greater emphasis on the early stage system design work and strive to optimize the system to achieve higher cost-effectiveness in later IC design. Our company has collaborated with international power IC manufacturers for PIN TO PIN products, including L6562D, IR2520D, ZXLD1360, and more. ”
However, Wu Xin, Senior Director of BCD Products, believes that in addition to price, the performance of domestic ICs is also surpassing their competitors; Local manufacturers have gained significant advantages in linear regulators and reference voltages. Whether in terms of product price, performance, or reliability. For example, BCD's products in the fields of charger control chips, LED lighting driver chips, LED backlight control chips, etc. have strong competitiveness, comparable to or even surpassing international giants. ”
Regarding the advantages of Chinese manufacturers, Pei Shiyan, CEO of Beijing Siwang Electronic Technology Company, explained that in consumer electronics, local design companies have added more chip products for battery charging and related applications. One reason is that China is the world's main production base for consumer electronics, and most of them are powered by lithium batteries, which naturally requires more and more intelligent lithium battery charging and discharging management chips. So, in response to these application areas, local design companies have invented and designed some new lithium battery intelligent management chips to meet these market demands. For example, one unique chip of Siwang is SE9120; We defined and designed SE9120 from scratch in the laboratory. This is the only single chip solution in the world that can measure battery level and display it on LCD and LED. It sold 10 million units just six months after entering the market. ”
During the interview, everyone unanimously agreed that Chinese manufacturers are still in a relatively weak product field, mainly in the industrial application areas of integrated power solutions, power MOSFETs, integrated power management for application processors, hot swappable power management, digital power control solutions, and high-voltage power supplies. “ Mainly due to the backwardness of domestic production processes and system design experience, there is a lag in reliability and other indicators. ” Sheng Jun's analysis.
For example, in the case of mathematical power supplies, Fang Guoteng, Vice General Manager of Sales at China Resources Silicon Microelectronics, explained that digital power supply technology can have a concrete effect on energy saving in high-power systems. Currently, there are more and more unified interface PMBus suppliers for digital power supplies, but domestic IC manufacturers are still paying limited attention to this. He personally doesn't particularly recommend it now. But he also believes that the enormous potential of digital power is emerging:; The contribution of digital power control to power density was still debated, but the arrival of cloud computing has driven the development of container servers, and the demand is fierce. Its demand for digital power control technology immediately established the irreplaceable position of digital power. ”
Another weaker area for Chinese manufacturers is integrated circuit modules. “ Integrated power solutions should be a weak point for Chinese manufacturers at present, as it requires significant investment and close coordination with the main chip system. Due to the current weak main chip system in China, supporting companies cannot fully invest. ” Li Zhihong from Wuxi Xinpeng Microelectronics Co., Ltd.
However, Wu Jianxing, General Manager of the Power and Power Drive Product Line at Hangzhou Silan Microelectronics Co., Ltd., believes that Silan Microelectronics has made breakthroughs in the MOSFET and integrated power module markets. “ Chinese discrete device manufacturers have made significant progress and are now able to mass produce planar and slot gate power MOSFETs, occupying a considerable market share in the mid to low end application fields. ” He said. However, he also acknowledged that; European, American, Japanese and other international brand giants still occupy an absolute leading position in high-end products with their long-term technological accumulation, parameter performance advantages and quality reputation. ” He explained that a development trend worth paying attention to in recent years for high-voltage power MOSFETs is the acceleration and popularization of the application of high voltage MOSFETs with Super JuncTIon structure, and the continuous improvement of technical indicators. However, domestic manufacturers have not yet launched mass-produced products. “ Silan Microelectronics has started the research and development of Super JuncTIon structure technology. ” He revealed.
In addition to the above hotspots, Chinese manufacturers have also focused on tackling and achieving significant success in the field of LED drivers. The following will explore several fields including AC\/DC and DC\/DC power supplies, LED drivers, and integrated power modules.