公众号记得加星标⭐️，第一时间看推送不会错过。 塑造电力电子的未来：GaN 在关键高增长市场的扩张 下一波扩张预计将出现在汽车市场，向电气化和高级驾驶辅助系统的转变正在推动传统功率器件的极限。GaN 器 件如今已广泛应用于 LiDAR 系统，而 GaN 车载充电器 (OBC) 有望成为下一个销量驱动力。非车载直流充电器和 牵引逆变器正随着更多参考设计的出现而日趋成熟。预计汽车和移动出行市场将从 2024 年到 2030 年以 **73% 的惊人复合年增长率（CAGR）**增长。 同样，超大规模数据中心正在寻求能效解决方案来管理不断增长的工作负载。英伟达（NVIDIA）正与领先的宽 禁带芯片制造商合作，将 SiC 和 GaN 技术集成到其 800 V 高压直流（HVDC）电源系统中，这为 GaN 在未来三 到四年内大规模应用于数据中心铺平了道路。GaN 在支持这些架构方面具有独特的优势，它能够实现更高效的电 源转换并腾出宝贵的电路板空间。对于 AI 服务器和网络设备而言，采用 GaN 正成为一种竞争的必需品。加上电 信领域，预计该市场将在 2024 年到 2030 年间以 53% 的显著复合年增长率增长。 来源 ...

Group 1 - Gallium Nitride (GaN) has become a significant growth point in the power electronics market, driven by its superior material properties that enable high-frequency, high-efficiency, and miniaturized power applications [1] - TrendForce forecasts that the GaN power device market size will grow from $390 million in 2024 to $3.51 billion by 2030, with a compound annual growth rate (CAGR) of 44% [1] - Initially, GaN technology emerged in fast chargers for consumer electronics, but its application is rapidly expanding into high-end industrial and automotive sectors, including AI data centers, humanoid robots, automotive OBCs, and photovoltaic micro-inverters [1] Group 2 - Humanoid robots are transitioning from research labs to commercial applications, with GaN expected to be a key solution for precise, responsive, and compact motor control systems [2] - In the automotive market, GaN is becoming an important emerging technology option, significantly improving the power density and efficiency of on-board chargers (OBCs) [2] - Despite challenges, GaN technology shows great application potential for traction inverter components, enhancing the performance and range of electric vehicles [2] Group 3 - The GaN power market has officially entered a golden growth period driven by cost-effectiveness and concurrent applications across multiple fields [3] - Significant deployment of GaN technology is anticipated in key areas such as data centers, electric vehicles, robotics, and renewable energy in the coming years [3]

英诺赛科： 与美的电器达成合作 4月29日， 英诺赛科发布公告，宣布与 美的厨房及热水器事业部 达成战略合作， 成功在家电领域实现突破。 插播： 英诺赛科、能华半导体、致能半导体、京东方华灿光电、镓奥科技、 鸿成半导体、中科无 线半导体等已确认参编《2024-2025氮化镓（GaN）产业调研白皮书》，参编咨询请联系许若冰 （hangjiashuo999）。 近期，两家国产GaN厂商接连突破技术应用边界——英诺赛科与美的达成战略合作深化家电领域布局，氮矽科 技则以高频芯片切入美容仪市场，标志着GaN技术正加速向多元化民用场景渗透，推动消费电子与家电产业 效 能升级。 公告称， 本战略合作备忘录的订立是基于双方共同的商业利益和对未来市场机遇的充分认识。结合英诺赛科在 氮化镓领域和美的在家电、电机驱动等下游应用领域的优势，达成长期战略合作，双方共同投入资源，聚焦氮 化镓在家电等领域应用拓展，开展创新研发，推动氮化镓新产品和方案在 家电、厨电 等应用领域落地，引领 家电行业的技术升级及迭代。 目前，英诺赛科700V高压氮化镓产品已成功于 美的抽油烟机实现量产 ，未来将进一步应用到美的 空调、冰 箱、洗衣机及净饮机 等 ...

Core Viewpoint - The article discusses the ongoing bidding process for the production site of the bankrupt Belgian chip manufacturer Belgan, highlighting the potential for job creation and the strategic importance of the semiconductor industry in the region [2][3]. Group 1: Bidding Process - Three candidates are competing to acquire Belgan's production facility in Oudenaarde, which is expected to create over 250 jobs [2]. - The bidding process is linked to a long-term economic activity that aims to restart chip production or initiate another project [2]. - The identity of the bidders includes two Asian organizations and one European organization, with Silex Microsystems, a subsidiary of China's SMEI Group, being one of the candidates [2][3]. Group 2: Belgan's Background and Financials - Belgan, Belgium's only industrial chip manufacturer, went bankrupt after failing to transition to energy application chip production, resulting in 440 job losses [3]. - The company's revenue declined from approximately €120 million in 2021 to just under €75 million in 2022, before recovering to over €81 million in 2023, which was still insufficient to cover its expenses [3]. - The facility includes two clean rooms, measuring 700 square meters and 3,657 square meters, essential for sensitive processes like chip production [3]. Group 3: Future Plans and Asset Sales - The new business plans for the site may or may not utilize GaN chip technology and initially require only 100 employees [4]. - The curator is expected to reveal more information about substantial projects from investors in the coming weeks [4]. - Belgan's assets have been largely liquidated, raising €23 million, with remaining assets valued at approximately €5 million yet to be sold [4].