Financing Information - "Xizhi Technology" has completed a Pre-A round financing of 250 million RMB, led by Anxin Capital, Zhejiang New Energy Vehicle Fund, and China Merchants Jinling International [1] - The funds will be used for new product development, construction of new facilities, and expansion of the AIDC division [1] Company Overview - Established in 2022 in Suzhou, "Xizhi Technology" specializes in wide-bandgap semiconductor (SiC/GaN) components [1] - The company has achieved mass production of encapsulated modules and high-frequency design, focusing on automotive-grade silicon carbide power modules and high-frequency power modules [1] Product Highlights - The company's power modules are crucial for electric vehicles, converting DC battery power to AC for motors, directly impacting vehicle performance [4] - "Xizhi Technology" has reduced loop inductance by 50% and improved current sharing by 45% compared to international competitors, enhancing system performance [4] - The company is developing an 800V to 12V high-frequency power module for the AIDC market, targeting over 98% efficiency and over 5000W/inch³ power density, expected to enter mass production by the end of 2026 [4] Market Potential - The global market for automotive-grade power modules and AIDC high-end power sources is projected to reach hundreds of billions, with the electric vehicle market expected to hit 30 million units by 2030 [7] - The domestic high-end power module market is currently dominated by international giants, indicating significant room for domestic alternatives [7] Performance and Clients - The first automotive-grade silicon carbide module is set to begin mass production in Q4 2024, with expected sales of approximately 30 million RMB in that quarter and nearly 200 million RMB in 2025 [8] - Within a year of mass production, the company has delivered 200,000 encapsulated automotive-grade modules, achieving over 50% market share in the third-party automotive encapsulated power module market [8] Competitive Strategy - "Xizhi Technology" differentiates itself from domestic competitors by focusing on innovative solutions rather than imitation, aiming to compete directly with international leaders [9] - The company employs a "dual-drive" strategy, focusing on the established automotive market while strategically positioning itself in the future AIDC market [10] Investor Insights - Anxin Capital views investment in "Xizhi Technology" as a key step in deepening its third-generation semiconductor industry chain layout, recognizing the company's rapid growth and technological capabilities [11] - The company has demonstrated impressive execution speed, achieving mass production of high-end silicon carbide power modules within 32 months [11]
高端汽车市场创2亿营收，「悉智科技」拓疆AIDC蓝海 ｜36氪首发
3 6 Ke·2025-12-19 02:25