功率模组

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华为功率模组逆袭的秘密
半导体行业观察· 2025-07-01 01:03
公众号记得加星标⭐️,第一时间看推送不会错过。 来源:内容转自心声社区,作者:郎丰群,谢谢 。 功率模组是设备的"心脏",承担电能转化的重要作用。大约八年前,我国功率模组产业尚处于技 术追赶阶段,如今这一领域已实现从"引进吸收"到"自立自强"的蜕变,而华为数字能源模组焊接 工艺专家郎丰群,也是这场技术进步的核心推动者和重要贡献者之一。 带着深耕功率模组技术开发的深厚积淀,他破冰开启了数字能源功率模组从"从0到1"的技术攻坚 之路:构建工业级模组封装焊接技术平台,为海量发货奠定工艺基础;构建车载MCU(电机控制 单元)双面冷却IGBT(绝缘栅极双极型晶体管)模组焊接工艺平台,突破车规级高可靠性门 槛;构建车载单面冷却碳化硅模组制造工艺平台,为第三代半导体规模化应用铺路,为千万级模 组的量产保驾护航。 如何同时满足规模化量产与极致可靠性的双重要求?如何将"执着专注、精益求精"的工匠精神应 用到工作中,为华为自研模组实现领先做出贡献?带着这些问题,我们对谈郎丰群博士,解码功 率模组从"跟跑"到"领跑"背后的秘密。 口述 / 郎丰群 整理 / 张轩鸣 1 焊接工程师是产品大厦的"泥瓦匠" 问 :当初,您是在什么样的契 ...
为何是联合动力?拆解新“国九条”严监管下“A拆A”案例的示范效应
Zheng Quan Shi Bao· 2025-06-23 15:15
Core Viewpoint - The successful approval of the stock issuance and listing of Suzhou Huichuan United Power Co., Ltd. marks a significant event in the "A拆A" (A-share split listing) landscape, indicating a shift in regulatory signals that "strict" does not equate to "halt" [1][2] Company Overview - Huichuan Technology, a leading player in the industrial control sector, has a robust technical foundation, brand advantage, and financial strength, with a reported revenue of 37.041 billion yuan in 2024, reflecting a year-on-year growth of 21.77% [4][10] - United Power, established in 2016, focuses on electric drive systems and power systems for electric vehicles, showcasing strong business independence and a distinct operational focus compared to Huichuan Technology [3][10] Financial Performance - United Power's revenue projections from 2022 to 2024 are 5.027 billion yuan, 9.365 billion yuan, and 16.178 billion yuan, with a compound annual growth rate of approximately 79.39%, significantly exceeding industry averages [3][4] - The company has achieved a net profit turnaround, moving from a loss of 179 million yuan in 2022 to a profit of 936 million yuan in 2024 [3] Regulatory Environment - The new "National Nine Articles" policy has introduced stricter standards for split listings, emphasizing compliance and quality, which United Power successfully met through its independent operational structure and technological innovation [2][7] - The approval process for United Power involved rigorous scrutiny from regulatory bodies, focusing on financial independence, asset integrity, and strategic necessity [7][8] Industry Context - The electric vehicle sector is a strategic emerging industry in China, with United Power positioned at the core of the supply chain, contributing to the integration and upgrading of the automotive industry [5][6][11] - The successful split listing of United Power is expected to enhance the visibility and valuation of both the parent company and the subsidiary, fostering a clearer focus on their respective core businesses [4][10] Innovation and Growth - United Power has developed 26 core product technologies and holds 98 invention patents, demonstrating its commitment to technological leadership in the electric vehicle sector [3][5] - The company serves over 40 automotive manufacturers and 170 vehicle models, indicating its significant role in the industry and potential for future growth [11]
又一科创板IPO终止!
梧桐树下V· 2024-12-03 08:29
文/西风 12月2日晚上,上交所公布对杭州飞仕得科技股份有限公司科创板IPO终止审核的决定,直接原因是公司及保荐机构国信证券撤回申报。公司IPO于2023年6月5日获 得受理,2023年12月22日公布首轮问询的回复,2024年6月29日公布首轮问询回复的更新版(2023年报财务数据更新版)。公司本次IPO拟募资4.55亿元。 公司前身有限公司成立于2011年9月,2022年9月整体变更为股份公司,目前注册资本4500万元,公司控股股东、实际控制人施贻蒙先生,直接和间接合计控制公 司64.4521%的股份。施贻蒙1982年出生,曾任通用电气(中国)研发中心工程师。 一、知名竞争对手说:其驱动器主要竞争对手中,公司是唯一国内厂商 公司主营业务为功率系统核心部件及功率半导体检测设备的研发、生产和销售,并提供相关技术服务,其中,功率系统核心部件产品包括功率器件驱动器、功率 模组,功率半导体检测设备产品包括功率半导体实验室检测设备等。其中功率系统核心部件贡献收入占比超过95%。 | | | | | | | 牛1V : /J /G, 70 | | | --- | --- | --- | --- | --- | --- ...