KUC711AE 3BHB004661R0001 ABB DCS control system rack power module

Description

The chips related to IGBT new energy vehicles are still the most prosperous chip segment KUC711AE.
The leading enterprises that have announced performance information mainly include the following:
Smurvey,+2145% – 2165%
Simbond,+125%~150%
Zhuoshengwei,+99.38%
China Resources Micro,+129.46%
Starr semiconducting,+115.85% – 121.38%
Threep,+141.32%
Yangjie Technology,+100.37%
Avionics,+187.34%
New Jieneng,+194.55%
Jiejie Microelectronics,+65% – 80%
Zhongying Electronics,+77.00%
Fuman Microenterprise,+367.81% – 387.72%
Dongwei semi conductor,+429.12%
Jingfeng Mingyuan+883.72%
Xinpeng Micro,+101.80%
Pran shares,+239.96%
Macro Micro Technology,+139.62%

The power chip KUC711AE is the largest target of high performance growth in the chip segment track. More than a dozen companies doubled their performance, which is also a good big winner.
Last year, every company made a lot of money due to the lack of cores in the chip sector, especially in the field of power chips.
Before KUC711AE, the market was optimistic about the supply of automotive chips. It was expected that the lack of cores could be alleviated in the first half of this year. However, once the war and epidemic situation were fermented, the industry supply chain could not be stretched.
Mainstream car manufacturers and Tier 1 have reduced production. Ford, Volkswagen, Toyota, Honda and other car companies have planned to stop production. Bosch’s president also said that the shortage of chips will ease as soon as July this year.
In the earthquake in February 2021 and the fire in March 2021, the car chip capacity of Renesa Electronics was greatly affected, accounting for 66% of the total capacity.
Renesa’s customers cover almost all automobile manufacturers including Toyota, Ford and Nissan, especially Japanese cars. The relevant impact is mainly reflected in the fact that the downstream car factories have shut down for different periods. In May 2021, the total output of 8 Japanese car factories, including Toyota, Honda and Nissan, will be less than 2 million vehicles, with a reduction of more than 30% compared with May 2019 (before the epidemic).
It was not until the third week of July that Reza realized normal delivery.
In a situation where the production capacity of car chips is already tight, even the slightest problem of Renesa will make the car supply chain worse. The current situation is similar. The epidemic situation and geopolitical conflicts still exist. The problem of insufficient auto chip production capacity has not been substantially alleviated. The supply situation in the first quarter is still severe.
In February, Infineon announced a price increase letter, because upstream suppliers raised prices, and the company could no longer absorb additional costs. Infineon, as the largest and most technologically powerful power semiconductor company, cannot bear the pressure of high costs, which indicates that the supply and demand gap of the entire chip industry chain is very serious.

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