[Semiconductor] Marelli developed a new 800V SiC inverter platform.
Marelli, a leading automobile supplier in the world, recently developed a brand-new and complete 800V SiC inverter platform, which has made definite improvements in size, weight and efficiency, and can provide smaller, lighter and more efficient solutions in high-temperature and high-pressure environments. In addition, the platform has an optimized thermal structure, which can greatly reduce the thermal resistance between the SiC components and the cooling liquid, thus improving the heat dissipation performance in high-power applications.
Key points: [SiC is regarded as the preferred material for power electronics, especially for automotive inverters. The inverter platform has high efficiency and can increase the driving mileage and optimize the acceleration performance of vehicles, thus providing customers with more flexible solutions.]
[Photovoltaic] The conversion efficiency of perovskite laminated photovoltaic cells hits the record, and large-scale commercial use is expected to come soon.
Perovskite, a new type of photovoltaic material, is regarded as the most potential third-generation photovoltaic technology because of its simple process and low production cost. In June this year, the research team of Nanjing University developed a full perovskite laminated battery with a steady-state photoelectric conversion efficiency of 28.0%, surpassing the single crystal silicon battery efficiency of 26.7% for the first time. In the future, the conversion efficiency of perovskite laminated photovoltaic cells is expected to reach 50%, which is twice the current commercial solar conversion efficiency. It is estimated that in 2030, perovskite will account for 29% of the global photovoltaic market, reaching the scale of 200GW.
Key points: [Shenzhen S.C stated that it has a number of independent intellectual property rights and the “vertical reactive plasma deposition equipment” (RPD), the key equipment for mass production of perovskite solar cells which represent the latest cutting-edge technology of solar cells has passed the factory acceptance.]
[Carbon Neutrality] Germany plans to cancel the objective of carbon neutrality by 2035, and European environmental protection policies may fall into retrogression.
According to media reports, Germany plans to amend the draft law to cancel the climate objective of “achieving carbon neutrality in the energy industry by 2035”, and such amendment has been adopted by the German House of Commons; in addition, the German Government had blurred the deadline for the elimination of coal-fired power plants, and coal-fired and oil-fired generating units have returned to the German market. The adoption of this draft law means that coal-fired power no longer conflicts with local environmental protection objectives at the current stage.
Key points: [Germany has always been the main force to promote the EU’s green course. However, since the Russia-Ukraine conflict, Germany has repeatedly repeated its environmental issues, which reflects the energy dilemma that the whole EU is currently facing.]
[Construction Machinery] The year-on-year decline in the sales of excavators in June narrowed significantly, and the growth rate in the second half of the year is expected to turn positive.
According to the data of China Construction Machinery Association, the sales of all kinds of excavators decreased by 10% year-on-year in June, with a cumulative decrease of 36% year-on-year from January to June, of which domestic sales decreased by 53% and exports increased by 72%. The current downturn period has lasted for 14 months. Under the impact of the COVID-19 pandemic, the preponderance of medium- and long-term loan growth indicators weakened, and nearly bottomed out with the growth rate of sales of excavators; the reasons for the high export boom include the recovery of overseas markets, the strengthened brands and channels of domestic OEMs in foreign countries, and the improvement of market penetration rate.
Key points: [Under the background of steady growth, local governments have accelerated the promotion of special debt to form physical workload, and the demand for project commencement is expected to be released centrally, which will drive the demand for equipment to rebound. It is expected that the second half of the year will turn positive year on year, and the annual sales will show a trend of downturn in the first half of year and upturn in the second half of year.]
[Auto Parts] LiDAR detector will become an important growth point of auto parts industry chain.
LiDAR detector is a key component of advanced driver assistance system, and its market demand is increasing. SPAD sensor, which is featured with low power consumption, low cost and small volume, can realize long-distance detection with low laser power, and is the main technical development direction of LiDAR detector in the future. It is reported that Sony will realize mass production of SPAD-LiDAR detectors by 2023.
Key points: [Based on the upstream and downstream expansion of LiDAR industry chain, Tier 1 suppliers will usher in growth opportunities, and domestic start-ups in SPAD (such as Microparity, visionICs) have been supported by famous enterprises such as CATL, BYD and Huawei Hubble.]
The above information is obtained from public media and is for reference only.
Post time: Jul-19-2022