格力电器车用碳化硅芯片将量产董明珠称未来供广汽半数芯片

第一财经01-20

此图由受访者提供格力电器（000651.SZ）总裁助理、珠海格力电子元器件有限公司总经理冯尹在大湾区化合物半导体生态应用大会上透露，格力电器碳化硅芯片工厂在量产家电用碳化硅芯片后，今年光伏储能用、物流车用碳化硅芯片也将量产。格力电器董事长董明珠几天前接待广汽集团董事长冯兴亚时笑言，未来广汽的汽车芯片中一半由格力产品替代。碳化硅（SiC）是一种化合物半导体材料，优势在于耐高压、耐高频、耐高温。...

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Dong Mingzhu said it will supply half of GAC's chips in the future","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"000651":1.97},"content_text":"此图由受访者提供格力电器（000651.SZ）总裁助理、珠海格力电子元器件有限公司总经理冯尹在大湾区化合物半导体生态应用大会上透露，格力电器碳化硅芯片工厂在量产家电用碳化硅芯片后，今年光伏储能用、物流车用碳化硅芯片也将量产。格力电器董事长董明珠几天前接待广汽集团董事长冯兴亚时笑言，未来广汽的汽车芯片中一半由格力产品替代。碳化硅（SiC）是一种化合物半导体材料，优势在于耐高压、耐高频、耐高温。2019年，格力开始在空调柜机上，引入美国公司的碳化硅器件，来提升能效。冯尹说，中国家电行业在能效方面，仍有很大提升空间。中国空调最新的APF能效比要求提升了，但与日本最高的空调能效比相比仍然有差距。中国冰箱如果全部用2026年6月将实施的新的能效等级，将可以节省约130亿度电。为了助力节能，格力自己做芯片。格力电器2010年建立IPM功率模块生产线，2018年设立格力零边界公司做芯片设计。2023年，格力电器设立电子元器件公司，主要从事碳化硅芯片的设计、流片及模块封装和测试等业务。格力的碳化硅芯片工厂，2022年12月打桩，2023年年底产品通线，一期规划6英寸碳化硅晶圆年产能24万片。2025年，格力电器芯片销量已累计超过3亿颗。如今，格力的碳化硅芯片，已经装机出货超过200万台空调，可以实现温度降低和能效提升。格力用在光伏、储能产品上的碳化硅器件，也可助力温度降低和能效提升，2026年将量产。此外，格力用于中央空调冷水机组、物流车的碳化硅器件，也能实现能效提升，2026年也将陆续量产。据冯尹介绍，格力的碳化硅工厂建设了6英寸、8英寸兼容机台，有全自动化天车系统，还可以提供满足车规级要求的测试服务。同时，格力碳化硅芯片工厂提供对外的代工流片服务。在打通上游芯片产业链之后，冯尹说，格力电子元器件公司仍面临压力。一是行业低价竞争；二是芯片推广过程中，有的客户仍然嫌价格高；三是一些机台设备的配件仍依赖进口。所以，他希望加强对外合作，协助更多芯片设计公司流片、与供应商一起打通行业堵点。“碳化硅、氮化镓化合物半导体，能耗低、耐高频、体积小，使电源适配器变得更小，可以拓展各行各业的应用。”冯尹说，零售店里LED大屏电源、AR眼镜、充电5分钟可续航200公里的汽车充电桩和模块，还有超级能源站，以及低空经济等，这些应用需要挖掘和开拓。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2604161153","isCrawlerRequest":true}

格力电器车用碳化硅芯片将量产 董明珠称未来供广汽半数芯片

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格力电器车用碳化硅芯片将量产董明珠称未来供广汽半数芯片