功率半導體成長放緩，中國供應商轉向12吋和IGBT

功率半導體是電子設備中能量轉換和電路控制的核心，在電子電路中的功率轉換、放大、開關、電路保護、整流等方面發揮重要作用。 功率半導體主要用於改變電壓和頻率，以及在電子設備中將直流電轉換為交流電。 功率半導體在汽車、工業、軌道運輸、電力等領域中發揮著重要而廣泛的作用。 隨著新能源領域，特別是太陽能發電和電動車的發展，IGBT和MOS等功率半導體在永續能源領域也變得越來越重要。

本報告分析了中國功率半導體產業的最新情況，包括整體市場成長前景、主要發展趨勢、按細分市場和公司類型劃分的詳細趨勢、上游製程（晶圓供應商）和下游製程。我們編制並提供（客戶）角度的市場趨勢等資訊。

目錄

第一章從晶圓供應商角度看中國功率半導體市場現況

(1)中國晶圓供應商營收成長放緩

(2)功率半導體代工廠營收成長下滑

第二章中國功率半導體產業現況

(1)中國十大功率半導體供應商：面臨業務成長放緩

(2)中國主要IDM成長放緩

（三）華潤微電子、士蘭微產能

第三章中國功率半導體發展

（一）中國主要IDM銷售體系

（二）功率半導體進入12吋時代

（3）IGBT將成為推動功率半導體成長的因素

第 4 章 TRI 的觀點

(1) 中國晶圓供應商成長放緩，下游製程客戶（電子和通訊產業）前景惡化

（2）功率半導體市場放緩，IGBT成為驅動因素

（3）中國主要功率半導體供應商目前正在從8吋擴展到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