第三代半导体的“隐形短板”，正在被中国厂商补齐

Core Insights - The third-generation semiconductor industry is experiencing a structural growth wave driven by the acceleration of 800V high-voltage platforms in electric vehicles, AI servers, photovoltaic storage, and fast charging markets, with SiC and GaN power devices becoming central to industrial upgrades [1][3] - The global isolation chip market, valued at over 40 billion yuan, has a domestic production rate of less than 20%, highlighting a critical technology bottleneck in supply chain security and cost control amid the explosive growth of domestic new energy and storage markets [1][8] Industry Trends - The power semiconductor industry has shifted from "material breakthroughs" to "system restructuring" over the past five years, driven by the high voltage, high power density, and high efficiency demands in electric vehicles, data centers, and consumer electronics [3][4] - Major data centers are transitioning to 800V DC power supply, significantly increasing the demand for SiC devices, with Nvidia's new AI factory expanding GPU support from 4,608 to 6,912 [4][9] Isolation Technology Importance - As power semiconductor technology evolves towards higher voltages and frequencies, isolation technology has become a critical performance bottleneck, impacting system safety and efficiency [7][12] - The global isolation chip market is expected to grow at an annual rate of 8-10% from 2024 to 2030, with high voltage and high frequency applications increasing from 20% to over 45% [7][8] New Developments in Isolation Technology - Traditional isolation technologies are becoming inadequate for modern high voltage and high frequency systems, leading to the exploration of new solutions such as millimeter-wave wireless isolation technology [14][19] - Domestic company DeKe Microelectronics has emerged as a leader in millimeter-wave wireless isolation, achieving significant advancements in speed, reliability, and voltage tolerance, with products already in production [15][17] Market Potential - DeKe Micro's millimeter-wave isolation products are expected to reduce the size of power systems by over 30% while enhancing power density and efficiency, making them suitable for various applications including fast charging and energy storage [18][19] - The isolation technology market, currently dominated by international giants, presents a significant opportunity for domestic players like DeKe Micro to capture market share and drive innovation [19][21]