华润微董事长何小龙：产品落地要“扎进场景里”

Core Viewpoint - The rapid development of China's new energy vehicle market presents significant growth opportunities for the power semiconductor industry, with increasing demand for high-efficiency and reliable power devices in key modules such as electric drive systems and battery management systems [1][2]. Group 1: Company Strategy and Performance - In the first half of 2025, the company's revenue from automotive electronics and new energy sectors reached 1.248 billion yuan, a year-on-year increase of 37% [1]. - The company has certified 102 automotive-grade products, with 74 included in the Ministry of Industry and Information Technology's recommended automotive chip directory, leading the industry [1]. - The company is actively embedding itself in the new energy vehicle supply chain through collaborations with major automakers like BYD and Geely, and by establishing joint laboratories [1][4]. Group 2: Technological Innovation - The company focuses on "third-generation semiconductors + fourth-generation semiconductors" as a dual driving force for technological innovation [3]. - The company has successfully established a stable operation of its 6-inch SiC pilot line, with core products like SiC SBD and 1200V SiC MOSFET being mass-produced [3]. - Future plans include further investment in cutting-edge technology, such as GaN and new materials like gallium oxide, to enhance long-term competitiveness [3]. Group 3: Business Model and Ecosystem - The company's IDM (Integrated Device Manufacturer) model serves as a competitive advantage, enabling it to manage the entire supply chain from design to manufacturing and testing [4]. - The company emphasizes the importance of ecosystem collaboration, working with universities and industry partners to advance key technologies and standards [4]. - The company aims to build a comprehensive ecosystem that supports the entire chain of energy management, transmission, and perception, contributing to the global competitiveness of China's new energy vehicle industry [4].