The 13.6 billion market is launched! In the "carbon neutral" era, 5G and energy are moving towards a new blue ocean
Carbon neutral 5G energy
With the improvement of information infrastructure, the deployment of new infrastructure projects in many places in China has accelerated. Just recently, China Mobile stated that China Mobile has now built more than 560,000 5G base stations and will continue to accelerate the construction speed to ensure that by the end of 2022, it will basically achieve continuous 5G coverage in towns and villages across the country. In addition to the continuous efforts of operators, semiconductor companies at home and abroad are also deploying global infrastructure construction.
Jiang Han, vice president of TI and president of China, introduced that TI has established an end-to-end production base in China that integrates wafer manufacturing, packaging and testing, and bump processing. When it comes to the layout of the industrial field, Jiang Han said that in the field of infrastructure construction, TI focuses on three areas: energy infrastructure, information infrastructure, and transportation infrastructure.

Source: Photo by electronic enthusiasts
In energy storage applications, semiconductor technology and advanced solutions can help energy storage systems more secure and reliable. In the energy transmission link, semiconductor technology can minimize the loss of the energy transmission link and make it more environmentally friendly. The most direct application case is charging piles. "Fast, smart and safe" are the key to car charging piles. AC charging piles and DC charging piles are currently two mainstream charging methods. Under normal circumstances, DC charging piles can complete the charging of pure electric vehicles in about 3 hours, while AC charging piles are mainly about 8 hours. According to our understanding, Semiconductor manufacturers such as TI, ST, and Infineon have all provided DC charging solutions.
Subdivided into the upstream supply chain, IGBT modules, as the core components of equipment such as DC charging piles, account for nearly 10% of the cost of new energy vehicles and more than 20% of the cost of charging piles. It can be expected that IGBT modules will fully benefit from the "carbon neutral" trend. Yole had predicted that the compound annual growth rate of IGBT between 2020 and 2026 will reach 23%, and by 2026, the market share of IGBT modules will reach 8.4 billion U.S. dollars. On the other hand, the emergence of carbon neutrality also puts forward new requirements for the technological iteration of IGBT modules. It is understood that Sunyangtong has launched a variety of vehicle-regulated products, among which IGBTs have entered the application fields of new energy vehicle power supplies, motor drives, photovoltaic inverters, and energy storage.
In terms of information infrastructure, Jiang Han mentioned that 5G has the characteristics of low latency and high data transmission rate, which will surely bring new application opportunities to future industrial scenarios. In addition, Jiang Han believes that the requirements for future data centers and servers must be faster computing speed, lower power consumption, and more secure, stable and reliable operation.
Speaking of new technology trends in the global and industrial fields, Jiang Han mentioned three aspects: First, more diverse sensing methods and more economical and practical technologies, and second, lower power consumption, higher system efficiency and power density. The application of more energy-saving systems will be a significant technological trend in the development of the industrial field. The third is a more interconnected and enhanced network that combines wired and wireless technologies to promote industrial communications.

Source: Photo by electronic enthusiasts
According to the forecast of research institutes, if the goal of carbon neutrality is to be achieved, conservative estimates are that the country will need 13.6 billion yuan in capital investment. With the implementation of the carbon neutral strategy, regardless of energy infrastructure, information infrastructure, or transportation infrastructure, in addition to TI, upstream and downstream manufacturers have already expanded their layout.
In September of this year, Huawei and Sinochem signed a strategic cooperation agreement, expressing that they will cooperate in areas such as carbon neutrality. ZTE Corporation began planning energy-saving and emission-reduction technical solutions as early as the 2G/3G network era, and subsequently released PowerPilot—4G and 5G network energy-saving and consumption-reduction solutions, and continued to implement the goal of "carbon neutrality" in the 5G era. Official introduction , The plan reduces carbon emissions by at least 450,000 tons per year. In the upstream field, Lens Technology publicly stated that it has established a wholly-owned subsidiary Hunan Lens New Energy Co., Ltd. to deploy in the photovoltaic field, mainly responsible for photovoltaic equipment and components, photovoltaic power generation projects and other businesses. Under the huge carbon neutral market, 5G, energy and other industries will open up new markets. On the other hand, with the layout of upstream and downstream enterprises in the industrial chain, the realization of carbon neutral goals will also accelerate.