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2. $20 million deposit! Renesas Electronics and Wolfspeed reach a 10-year wafer supply agreement
According to the official website of Renesas Electronics, Renesas Electronics and Wolfspeed announced yesterday that they had reached a wafer supply agreement and paid a deposit of US $2 billion (USD) to ensure that Wolfspeed would provide a 10-year commitment to supply silicon carbide bare chips and epitaxial chips.
3. IFR announces the top 5 countries in the EU that use the most robots
Recently, the International Federation of Robotics (IFR) released a report pointing out that industrial robots in Europe are on the rise: the 27 member states of the European Union (EU) installed nearly 72000 industrial robots in 2022, a year-on-year increase of 6%. Marina Bill, President of the International Federation of Robotics (IFR), said: "The five countries in the EU that use robots the most are Germany, Italy, France, Spain, and Poland.
4. BYD invests 4.5 billion yuan to build a large-scale production base in Brazil
BYD and the government of Bahia, Brazil jointly announced that the two sides will set up a large-scale production base complex consisting of three factories in Camaçari, with a total investment of 4.5 billion yuan. This move will further promote BYD's globalization process. It is reported that the complex of BYD's production base in Brazil will be composed of three factories, one for the production of electric buses and truck chassis, one for the production of new energy passenger vehicles, and one for the processing of Lithium iron phosphate battery materials.
5. Nvidia may outsource some AI GPU orders to Samsung
It is reported that Nvidia is considering outsourcing some AI GPU OEM orders to Samsung Electronics due to the increasingly tight capacity supply of TSMC. South Korean media reported that Nvidia is negotiating with Samsung on chip foundry, and the two sides will conduct performance verification discussions based on the most advanced process. It is reported that in order to cope with the rapid surge in demand for GPUs for AI, Nvidia may cooperate with Samsung to mitigate the risk of supply shortage. If Samsung's 3nm test products pass the performance verification and its 2.5D advanced packaging technology meets the requirements of Nvidia, Samsung may obtain some orders from Nvidia.
6. 20 million new energy vehicles offline! Automotive thermal management will become a billion dollar market, and two major trends are worth paying attention to
According to relevant statistics, in the first five months of this year, China's production and sales of new energy vehicles completed 3.05 million and 2.94 million respectively, with year-on-year growth of 45.1% and 46.8%, respectively. The penetration rate of new energy vehicles (sales reaching the total sales volume of new vehicles) reached 27.7%.
The latest research report from Dongwu Securities pointed out that the single vehicle value of the complete vehicle thermal management system for pure electric vehicles is as high as around 7000 yuan, which is significantly higher than the single vehicle value of traditional fuel vehicles of around 2000 yuan. Benefiting from the continuous increase in the penetration rate of new energy vehicles in China, the market space for thermal management systems for narrow passenger vehicles in China will increase from 82.08 billion yuan in 2022 to 132.077 billion yuan in 2026, with a compound growth rate of 12.63%.
7. Billion level project! 20GWh Solid-state battery base
The first phase of the Weilan New Energy Huzhou Base project has reached production capacity, with a total investment of 10.9 billion yuan in the second phase. After completion, it will form an annual production capacity of 20GWh solid-state lithium-ion batteries. Weilan New Energy is the only industrialization platform for Solid-state battery technology in the Clean Energy Laboratory of the Institute of Physics, Chinese Academy of Sciences, and is also the first batch of enterprises in China to achieve mass production of Solid-state battery. On the "NIO Day" of Weilai in January 2021, Li Bin announced that Weilai will first launch 150 kWh Solid-state battery in 2022. The cooperative battery manufacturer of Weilai Solid-state battery is Weilan New Energy.
8. GaN will embrace a trillion dollar market
In the past, silicon power devices were the main component in data center power systems, but in recent years, GaN power semiconductors have gradually received attention. The four main reasons behind this transformation include:
● GaN can help data centers improve profitability
High cost-effectiveness and widely used
● New regulations and industry standards
● Response from 'big factories'
The arrival of the new era of ChatGPT has driven the demand for computing power and increased demand for servers. It is expected that the global server market size will reach 203.33 billion US dollars (approximately 1473.902 billion RMB) in 2028; From 2022 to 2028, the CAGR is 12.01%, which means that GaN will embrace a trillion level market.