ABB KU C755 AE105 drive power supply KUC755AE105 3BHB005243R010 brand new

Description

The trend of KUC755AE105 IGBT is stronger than that of New Jieneng. The main business of the company is MOSFET and IGBT. IGBT has accounted for a large part at present. Last year, IGBT revenue was 778 million and MOSFET chips was 175 million. The company adopts the Fabless OEM mode of KUC755AE105.

According to the annual report of New Clean Energy, in the 21st year, it achieved a revenue of 1.5 billion yuan, with a net profit attributable to the parent of 410 million yuan, a year-on-year increase of 194%. It is estimated that this year’s profit will be 520 million yuan, with a performance growth rate of 30%.
IGBT: At present, the company has produced at least five series of 1200V IGBT products in mass production, and the 1200V PIM with industrial frequency conversion/inverter is used to achieve mass sales.
In terms of MOSFET: the company firmly grasped the expansion of Huahong Semiconductor’s 12 inch SGT MOS production, and quickly carried out the process transfer from 8 inch SGT MOS to 12 inch, and some products have successfully entered the leading enterprises in high-end fields such as new energy vehicles, high-end power supplies, and electric tools. At the same time, the company’s second generation SGT MOS has entered the stage of mass production or risk verification, and is expected to further introduce new energy, communications, UAVs and other high-end fields in 2022.
Starr semi guide: The founder came from Infineon and has been focusing on IGBT module. In terms of scale, it ranks 10th in the world and first among all domestic brands, with a domestic share of about 5%.
Stargate Semiconductors is the only domestic enterprise in the top ten global IGBT module market.
Originally, only design and packaging, production outsourcing. However, with the development of business and the consideration of downstream customers on the stability of production capacity, the company also started to build additional production lines.
In terms of technology, the sixth generation of products has been mass produced, and the seventh generation of products is planned to be launched. There is a small gap with foreign brands in terms of technology. Previously, customers were dominated by industrial control, and made rapid progress in IGBT. At present, most of them are low-end A00 cars, which is expected to cover new power players such as Ideals and Xiaopeng next year.
It is predicted that the median net profit excluding non parent company in 2021 will be 375 million, with a year-on-year growth of 141.5%; In Q4 alone, the non profit of 124 million yuan was deducted, and the quarterly performance increased significantly on a month on month basis. This was also the revenue and profit growth achieved under the condition that the entire semiconductor industry was short of capacity and the price of upstream OEMs kept rising.
However, compared with PE in 21 years, the profit of 400 million yuan is 150 times, and the growth rate in 22 and 23 years is expected to be 50%. This valuation is not cheap in the current market environment.
The following is a comparison of the main financial indicators of several companies. The data of the first three quarters of this year are selected. However, because the IGBT proportion of some companies is not very large, direct comparison is not appropriate. For example, the profit margin of MOSFET is usually lower than that of IGBT. If the proportion is large, the profit is directly reduced

details: if you need an urgent delivery order, please feel free to contact us, and we will do our best to meet your needs.

Price problem: if you find that other suppliers offer cheaper prices for the same product, we are also willing to provide you with reference prices and give you further discounts.