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深耕中国30年,英飞凌开启“在中国,为中国”本土化战略
半导体芯闻· 2025-06-30 10:07
Core Viewpoint - Infineon has been deeply integrated into the Chinese semiconductor industry for 30 years, marking its significant role in the industry's evolution and its commitment to local development through the "In China, For China" localization strategy [2][8][24]. Group 1: Historical Context and Achievements - Infineon has witnessed and participated in the growth of the Chinese semiconductor industry, celebrating its 30th anniversary in China with a media day in Shanghai [2][3]. - The company has achieved significant milestones, including leading the global MCU market with a market share of 21.3% and maintaining its position as the top player in automotive semiconductors for five consecutive years, with a global market share of 13.5% in 2024 [5][23]. Group 2: Localization Strategy - The "In China, For China" localization strategy is built on four pillars: operational optimization, technological innovation, production layout, and ecosystem co-construction [9][10]. - Infineon's Wuxi factory, established in 1995, has become a key manufacturing base, supporting local business development and achieving a 34% revenue contribution from the Greater China region in the 2024 fiscal year [7][12][24]. Group 3: Technological Innovations - Infineon has made significant technological advancements, including the launch of the world's first 300mm GaN wafer and the thinnest 20μm silicon power wafer, showcasing its commitment to innovation [5][6]. - The company invests 13% of its revenue in R&D, emphasizing its dedication to continuous innovation and maintaining its industry-leading position [6]. Group 4: Business Segments and Future Plans - Infineon's three core business segments—automotive, industrial and infrastructure, and consumer computing and communications—are driving its localization strategy and enhancing its role in China's industrial upgrade [13][24]. - The company plans to expand its local production capabilities, particularly in the automotive sector, with a focus on meeting the needs of local customers and supporting the growth of the electric vehicle market [15][16][19]. Group 5: Sustainability and Market Impact - Infineon has been recognized for its sustainable practices, being included in the Dow Jones Sustainability Index, which reflects its commitment to responsible business operations [5]. - The company's products are widely used in critical sectors such as renewable energy and transportation, contributing to China's green transformation and energy security goals [19][20].