Core Viewpoint - The article discusses the evolution and advancements in the power module industry in China, highlighting Huawei's significant contributions to technology development and production capabilities in this field [3][4][5]. Group 1: Industry Development - The power module industry in China has transitioned from a technology-following phase to a self-reliant and innovative stage over the past eight years [3]. - Huawei's digital energy division has established a robust research and development department, evolving from a small team to hundreds of personnel, achieving mass production of power modules in the millions [7][23]. - The demand for power modules has surged due to the growth of the renewable energy sector, particularly in applications like photovoltaic inverters and energy storage [5][7]. Group 2: Technological Innovations - Huawei has developed advanced packaging and welding technologies for power modules, focusing on high reliability and performance under extreme conditions [7][9]. - The company adopted a differentiated approach by using "plastic encapsulation materials + high-strength structures" to enhance moisture resistance and reliability, moving away from conventional methods [7][9]. - The first-generation power module was developed with a focus on low void rate and high reliability, overcoming significant technical challenges in welding and encapsulation processes [9][11]. Group 3: Quality and Reliability - Quality is emphasized as the "only" priority in the production of power modules, especially given their deployment in extreme environments [26]. - The article highlights the importance of meticulous attention to detail in manufacturing processes to prevent defects and ensure long-term reliability [26][21]. - Continuous improvement and innovation in materials and processes are crucial for maintaining high quality and performance standards in power modules [28][26]. Group 4: Future Outlook - The future of power module technology is expected to involve advancements in materials and processes, including AI applications for quality control [28]. - The company aims to further enhance the thermal and electrical performance of power modules to meet evolving industry demands [28]. - Young engineers are encouraged to embrace a rigorous approach to quality and detail, ensuring the sustainability of technological advancements in the industry [30].

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 | | | --- | --- | --- | --- | --- | --- ...