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图5.柔直换流闸核心器件IGBT和支撑电容市场格局和部分内资研发与应用进展
图5.柔直换流闸核心器件IGBT和支撑电容市场格局和部分内资研发与应用进展
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所属报告:
赛晶科技-港股公司研究报告-技术基因筑就护城河深耕特高压核心器件廿载IGBT、SiC双擎驱动成长新周期-250526(29页).pdf
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相关数据
2022年IGBT分立器件厂商市占率
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竞争格局
2026-04-02
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预计到2031年全球IGBT市场规模约146.8亿美元,2025-2031年CAGR约7.4%
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市场规模
2026-04-02
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2017-2024年我国IGBT自供率由12.3%提升至40%,仍有较大提升空间
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行业数据
2026-04-02
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中国IGBT市场下游应用领域,新能源汽车占比31%
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行业数据
2026-04-02
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2022年IGBT模组厂商市占率
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竞争格局
2026-04-02
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中国IGBT市场下游应用领域占比情况
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行业数据
2025-11-14
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全球IGBT市场规模(亿美元)
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市场规模
2025-11-14
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22-25年我国新能源上险乘用车主驱IGBT模块电控搭载量分布(按厂商,%)
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行业数据
2025-11-12
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22-25年我国新能源上险乘用车IGBT功率模块代表厂商出货量
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行业数据
2025-11-12
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IGBT功率模块组成部分及功能
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行业数据
2025-09-12
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中国IGBT市场下游应用:新能源汽车为主要应用场景,其次是消费电子、新能源发电、工
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行业数据
2025-09-12
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2020年全球IGBT模块竞争格局:英飞凌竞争力较强,市占率30%以上
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竞争格局
2025-09-12
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全球IGBT市场规模预测(亿美元)
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市场规模
2025-08-19
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IGBT平面型与沟槽型(右)
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行业数据
2025-06-27
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2022年IGBT分立器件份额
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行业数据
2025-06-27
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2026-07-30
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在特高压直流输电领域,柔性直流技术正逐步成为主流方向,为核心器件带来重要发展机遇。一方面,规划项目数量提升带来增量需求;另一方面,柔性直流技术渗透率提升,对电抗器、电容器、IGBT 等核心器件的技术要求更高,带来结构性机会。其中柔性直流换流站主要使用 IGBT、直流支撑电容器及其在线监测系统。以 IGBT 为例,我们预计新一轮特高压建设将打开 IGBT 市场空间。纯柔性直流工程约 15-28 亿元,混合直流工程约 8-10 亿元。考虑到“十五五”规划的 12 个直流项目(新增规模:直流输电容量约 1.2 亿千瓦,总投资超 3,000 亿元),叠加存量项目技术改造需求(存量规模:38 个特高压工程中 16 个为直流项目),IGBT 核心器件的市场空间有望超过 200 亿元。同时,随着新能源渗透率提升(2025E 新能源装机目标:52%),电网对柔性直流技术需求将进一步提升,带动 IGBT 市场规模持续扩容。
竞争格局
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赛晶科技-港股公司研究报告-技术基因筑就护城河深耕特高压核心器件廿载IGBT、SiC双擎驱动成长新周期-250526(29页).pdf
表7.盈利预测
表6.2025年潜在项目(示例)
表5.常规直流和柔性直流对比
表4.赛晶科技潜在特高压项目订单(预计)
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