Jul 22, 2020
Solar photovoltaic inverters will be the main market opportunity for smart grids
At present, the world is facing four major problems that need to be solved: globalization, urbanization, aging and low-carbonization. These four major issues have brought severe challenges to the electronics industry, but also brought huge opportunities. First of all, the development trend of the entire semiconductor industry is to reduce energy consumption with ultra-low power consumption. Secondly, the social problems brought about by aging include a higher demand for the medical industry, and at the same time, it also brings more challenges to medical electronics. The new challenges that the development of medical electronics poses to the semiconductor industry mainly focus on the front-end high-resolution sensors and high-precision analog-to-digital converters. Third, the process of globalization has brought everyone closer. And such changes are largely dependent on the development of communication technology. Modern communication can be said to be far-reaching, and the development of electronic communication technology has made contributions to saving the earth's energy. Finally, the process of urbanization has brought amazing changes to urban development. At the same time, it has also brought severe challenges to the urban transportation system. The electronics industry plays an irreplaceable role in the control of urban traffic systems, and these aspects will become the growth points that will drive the electronics market.
Energy will be another hot spot, and energy saving and emission reduction has been one of the main topics in recent years. From the perspective of the development of green and clean energy, whether it is wind energy or solar energy, whether in Europe, the United States or China, it has developed rapidly. It is the growing detection and control technology that is driving the development of the semiconductor and electronics market. In recent years, China will continue to invest in new energy and smart grid construction. We can see that more demand is for high-precision analog-to-digital converters and sophisticated operational amplifiers, processors and controllers that support network functions, and long life. , Wide temperature range, high reliability isolation device. In general, the demand for solar photovoltaic inverters in the Chinese electronics market is still huge, and the overall growth trend will slow down appropriately.
Simply put, the main market for new energy is the application of new energy in the energy system and power system. It exists in the four major links of power system generation, transmission, distribution, and use. This is also an important part of the smart grid concept. . There are many key issues faced in the construction of new energy. Among them, new energy power generation technology, new energy grid connection, large-capacity energy storage, UHV transmission, demand-side management and smart metering technology should be the industry's more attention key point. For the new energy market, the most important challenges we face will be the requirements of new standards, the problems faced by smart grids, and cost pressures, especially the European and American requirements for solar photovoltaic inverters and grid-connected equipment, and the cost of micro-inverters Requirements.
In the construction of smart grids, solar photovoltaic inverters will be the main market opportunity. China has huge business opportunities in the use of semiconductor technology to greatly improve power transmission and distribution and the development of new renewable energy sources (such as wind and solar energy). China has advantages that many other countries do not have, because we have just started a new page in many fields. China's State Grid has announced an investment of 4 trillion yuan for power infrastructure construction. This investment is 100 times that of other parts of the world, and its goal is to build a smart grid covering the whole country by 2020. This is the most ambitious smart grid project in the world. In addition, according to industry forecasts, China’s electricity demand will double by 2020. This growth means that the demand for a variety of new products will also grow, including smart meters, power station upgrades, solar and wind power plants and transmission equipment, and ultra-high voltage transmission lines.
In addition, the new standards being implemented in Europe and the United States will require new energy equipment, especially solar photovoltaic inverter equipment, which requires higher conversion efficiency, longer service life, wider practical temperature range and higher grid-connected equipment. EMC requirements. From a safety perspective, both the controller and the inverter require complete isolation technology. These specific requirements have also spawned and promoted the development of corresponding industries, especially some new semiconductor devices, for long-life, high temperature range isolation devices, devices that improve current and voltage detection accuracy, and low-cost controllers Both have large growth.