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——做专业的科技财经媒体！闻泰科技在路演上表示，在模拟芯片方面，旗下安世半导体完成了50多颗料号积累，20多颗料号量产。
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撰文：李星
9月19日闻泰科技如约亮相2024年行业集体路演半导体专场。闻泰科技董事会秘书高雨表示，今年上半年，面对复杂多变的外部环境和半导体行业周期的持续调整，作为全球功率器件和车规半导体龙头之一的闻泰科技直面挑战，展示出强大韧性。闻泰科技在路演上表示，在模拟芯片方面，旗下安世半导体完成了50多颗料号积累，20多颗料号量产。![]()
在IGBT产品方面，推出了600V/650VIGBT单管产品，满足工业电机驱动、机器人、电梯、机器操作手、工业自动化、功率逆变器、不间断电源、光伏串联组件、EV充电及感应加热和焊接等应用需求。在GaN产品方面，闻泰科技是业内唯一可同时提供级联型（cascode）和增强型（e-mode）氮化镓器件的供应商。在SiC产品方面，公司推出的车规级650VSiC二极管产品组合满足汽车和工业需求，1200VSiCMOSFET满足EV充电（桩）、不间断电源、太阳能和储能逆变器等应用。闻泰科技始终注重全球均衡配置，目前其半导体业务来自于国内外的营收比例基本各占一半左右，“在汽车功率半导体的库存调整周期中，半导体业务在亚太地区的市场表现较好地抵消了欧美市场需求的疲软，均衡的全球化布局优势使公司能更好地应对全球市场的波动，提高抗风险能力”
高雨还表示，公司在新产品研发中，注重业务提质，不断提升产品ASP。公司半导体业务基于对现有产品线ASP进行全面提升，进一步实现整体的营收增长。未来，随着半导体业务越来越多的高ASP产品投入到市场中，产品ASP有望实现数倍甚至十倍提升。同时闻泰科技旗下安世半导体也在19日宣布推挽式驱动器采用小型SOT封装，可实现6W功率输送，效率高达90%。推出的NXF650x(A/B)-Q100系列产品可通过2.25V至5.5V电源驱动小型中心抽头变压器，具有高输出电流（5V时为1.2A）和高效率（高达90%），型号分别为NXF6501-Q100、NXF6505A-Q100和NXF6505B-Q100，为符合AEC-Q100标准的推挽式变压器驱动器，可用于设计小型、低噪音和低EMI的隔离电源，适用于牵引逆变器和电机控制、DC-DC转换器、电池管理系统和电动汽车(EV)中的车载充电器等一系列汽车应用。这些变压器驱动器还适用于电信、医疗应用、仪器仪表和工业自动化设备、太阳能逆变器、电表和可编程逻辑控制器(PLC)等工业应用。闻泰科技的中报业绩显示，上半年闻泰科技半导体业务实现营业收入70.4亿元，业务毛利率达到34.95%，实现净利润10.8亿元。第一季度和第二季度分别实现营业收入为34.2亿元、36.2亿元，环比增长5.8%。毛利率分别为31%，38.2%，第二季度毛利率环比增加近7个百分点，已超过2023年第二季度平均水平。第二季度实现净利润5.6亿元，较Q1净利润（扣除出售NWF股权的投资收益1.7亿元后），环比增长60%。自2019年以来，闻泰科技通过外延发展，并购全球领先的功率半导体企业安世半导体，成为国内最大的功率半导体公司。其半导体业务，尤其是车规级半导体，已成为公司的核心竞争优势。行业数据显示，受益中国新能源汽车行业的快速发展，安世半导体已经快速成长为全球第三大，中国第一大功率半导体全厂商。闻泰科技半导体业务在汽车、工业和电力、计算机、消费以及移动和可穿戴设备等领域，与全球众多品牌厂商建立了长期稳固的合作关系。公司半导体业务在全球拥有超过2.5万个客户，其中主要客户包括130多家蓝筹公司，客户构成均衡合理。一直以来，闻泰科技半导体业务持续投入研发，2024年上半年研发投入达到8.74亿元。公司在对现有产品进行迭代升级推出新产品的基础上，持续开发高功率分立器件（IGBT、SiC和GaN）和模块、模拟IC组合、功率管理IC和信号调节IC等产品领域，持续推出多个新产品。特别是汽车领域，闻泰科技是全球汽车半导体龙头之一，90%的产品都符合车规级标准，所有晶圆厂都通过车规级认证，可满足汽车行业一系列严格的质量、可靠性和耐用性要求。其中在汽油车时代，全球汽车单车平均应用安世半导体的芯片约400颗，在当前的电动车已有客户的案例中，单车最高应用接近1000颗。随着电动化、智能化的趋势以及产品料号的持续扩充，未来的增长仍将较大。作为公司半导体业务的承载平台，安世半导体6月宣布计划投资2亿美元研发下一代宽禁带半导体产品（WBG），并在汉堡工厂建立生产基础设施，同时晶圆厂的Si二极管和晶体管产能将会增加。另外，闻泰科技还针对性地在汽车、AI数据中心、服务器、UPS、消费终端、太阳能光伏等领域加强了电源开关、电源转换、保护器件等产品部署。伴随下游个别细分市场出现复苏信号，闻泰科技认为半导体业务能够积极抓住机遇，正在开拓国内消费电子客户，目前进展顺利，为未来的稳健增长打下坚实基础。闻泰科技表示，将致力于在打破既有技术边界的同时，以高ASP产品为未来业务增长持续提供驱动力。2019年闻泰斥资267.9亿元，收购安世半导体（Nexperia）近80%的股权。2021年至2023年，闻泰半导体业务，分别贡献净利26.32亿、37.49亿、24.26亿元。半导体盈利主要得益于汽车应用的增长，2023年其半导体业务约62.8%的营收来自汽车领域。安世半导体总部位于荷兰，是一家在欧洲拥有丰富悠久发展历史的全球性半导体公司，目前在欧洲、亚洲和美国共有14,000多名员工。作为基础半导体器件开发和生产的领跑者，安世半导体的器件被广泛应用于汽车、工业、移动和消费等多个应用领域，几乎为世界上所有电子设计的基本功能提供支持。安世半导体为全球客户提供服务，每年的产品出货量超过1,000亿件。这些产品在效率（如工艺、尺寸、功率及性能）方面成为行业基准，获得广泛认可。另外安世半导体拥有丰富的IP产品组合和持续扩充的产品范围，并获得了IATF16949、ISO9001、ISO14001和ISO45001标准认证，充分体现了公司对于创新、高效、可持续发展和满足行业严苛要求的坚定承诺。除闻泰科技外，9月19日参加上交所举办的2024年半年度沪市半导体行业集体路演的企业还有韦尔股份、彩虹股份、新洁能、乐鑫科技、东芯股份等，一起有6家公司参加。参会公司高管分别介绍了2024年上半年经营情况、业务布局与规划、技术创新以及行业发展现状与趋势等，并积极解答投资者疑问。从上交所电子行业的业绩表现来看，上市公司上半年合计实现营业收入6897.78亿元，同比增长22.37%；实现归母净利润291.33亿元，同比增长12.23%。![]()
Breaking the technical boundary, Wingtech Technology semiconductor ASP is expected to achieve several times or even ten times improvementOn September 19, Wingtech Technology appeared at the 2024 Industry Collective Roadshow Semiconductor Special Session as scheduled. Gao Yu, secretary of the board of directors of Wingtech Technology, said that in the first half of this year, in the face of the complex and changeable external environment and the continuous adjustment of the semiconductor industry cycle, Wingtech Technology, as one of the world's leading power devices and automotive semiconductors, faced challenges and showed strong resilience. Wingtech Technology said at the roadshow that in terms of analog chips, its subsidiary Nexperia has completed the accumulation of more than 50 part numbers and the mass production of more than 20 part numbers.![]()
In terms of IGBT products, 600V/650VIGBT single-tube products have been launched to meet the application needs of industrial motor drives, robots, elevators, machine operators, industrial automation, power inverters, uninterruptible power supplies, photovoltaic series modules, EV charging, and induction heating and welding.In terms of GaN products, Wingtech Technology is the only supplier in the industry that can provide cascode and enhanced (e-mode) gallium nitride devices at the same time. In terms of SiC products, the company launched a portfolio of automotive-grade 650VSiC diodes to meet automotive and industrial needs, and 1200VSiCMOSFETs to meet applications such as EV charging (piles), uninterruptible power supplies, solar and energy storage inverters.Wingtech Technology has always focused on balanced global allocation. Currently, the revenue of its semiconductor business comes from both domestic and overseas sources, accounting for about half each. "During the inventory adjustment cycle of automotive power semiconductors, the market performance of the semiconductor business in the Asia-Pacific region has better offset the weak demand in the European and American markets. The advantages of a balanced global layout enable the company to better cope with fluctuations in the global market and improve its risk resistance."Gao Yu also said that in the research and development of new products, the company pays attention to improving business quality and continuously improving product ASP. The company's semiconductor business is based on the comprehensive improvement of the existing product line ASP, and further achieved overall revenue growth. In the future, as more and more high-ASP products in the semiconductor business are put into the market, the ASP of products is expected to increase several times or even tenfold.At the same time, Nexperia, a subsidiary of Wingtech Technology, also announced on the 19th that the push-pull driver adopts a small SOT package, which can achieve 6W power delivery and an efficiency of up to 90%.The NXF650x (A/B)-Q100 series is available to drive small center-tapped transformers with high output current (1.2A at 5V) and high efficiency (up to 90%) from 2.25V to 5.5V in the NXF6501-Q100, NXF6505A-Q100 and NXF6505B-Q100, respectively, an AEC-Q100 qualified push-pull transformer driver that can be used to design small, low-noise, and low-EMI isolated power supplies for a range of automotive applications such as traction inverters and motor control, DC-DC converters, battery management systems, and on-board chargers in electric vehicles (EVs). These transformer drivers are also suitable for industrial applications such as telecommunications, medical applications, instrumentation and industrial automation equipment, solar inverters, electricity meters, and programmable logic controllers (PLCs).Wingtech Technology's interim results show that in the first half of the year, Wingtech Technology's semiconductor business achieved operating income of 7.04 billion yuan, business gross profit margin reached 34.95%, and net profit of 1.08 billion yuan. The operating income in the first quarter and the second quarter was 3.42 billion yuan and 3.62 billion yuan, respectively, an increase of 5.8% from the previous quarter. The gross profit margin was 31% and 38.2%, respectively, and the gross profit margin in the second quarter increased by nearly 7 percentage points quarter-on-quarter, which has exceeded the average level in the second quarter of 2023. The net profit in the second quarter was 560 million yuan, an increase of 60% compared with the net profit in Q1 (after deducting the investment income of 170 million yuan from the sale of NWF shares).![]()
Since 2019, Wingtech Technology has acquired Nexperia, the world's leading power semiconductor company, through epitaxial development, and has become the largest power semiconductor company in China. Its semiconductor business, especially automotive-grade semiconductors, has become the company's core competitive advantage. Industry data shows that benefiting from the rapid development of China's new energy vehicle industry, Nexperia has rapidly grown into the world's third largest and China's largest power semiconductor manufacturer.Wingtech Technology's semiconductor business has established long-term and stable cooperative relations with many brand manufacturers around the world in the fields of automotive, industrial and power, computer, consumer, and mobile and wearable devices. The company's semiconductor business has more than 25,000 customers worldwide, of which the main customers include more than 130 blue-chip companies, and the customer composition is balanced and reasonable.For a long time, Wingtech Technology's semiconductor business has continued to invest in R&D, and the R&D investment will reach 874 million yuan in the first half of 2024. On the basis of iterative upgrading of existing products and launching new products, the company continues to develop high-power discrete devices (IGBT, SiC and GaN) and modules, analog IC combinations, power management ICs and signal conditioning ICs and other product fields, and continues to launch a number of new products.Especially in the automotive field, Wingtech Technology is one of the world's leading automotive semiconductors, 90% of its products meet the automotive grade standards, and all wafer fabs have passed the automotive grade certification, which can meet a series of strict quality, reliability and durability requirements of the automotive industry. Among them, in the era of gasoline vehicles, the average application of Nexperia's chips in global automobiles is about 400, and in the current cases of existing customers of electric vehicles, the highest application of singles is close to 1,000. With the trend of electrification and intelligence, as well as the continuous expansion of product part numbers, the future growth will continue to be large.As the carrier platform of the company's semiconductor business, Nexperia announced in June that it plans to invest $200 million in research and development of next-generation wide bandgap semiconductor products (WBG), establish production infrastructure in the Hamburg factory, and increase the fab's Si diode and transistor production capacity.In addition, Wingtech Technology has also strengthened the deployment of power switches, power conversions, protection devices and other products in the fields of automobiles, AI data centers, servers, UPS, consumer terminals, solar photovoltaics, etc. With the recovery signals of individual downstream market segments, Wingtech Technology believes that the semiconductor business can actively seize the opportunity and is developing domestic consumer electronics customers, which is currently progressing smoothly, laying a solid foundation for steady growth in the future. Wingtech Technology said that it will be committed to breaking the existing technical boundaries while continuing to provide driving force for future business growth with high ASP products.In 2019, Wingtech spent 26.79 billion yuan to acquire nearly 80% of the equity of Nexperia. From 2021 to 2023, Wingtech's semiconductor business will contribute net profits of 2.632 billion, 3.749 billion, and 2.426 billion yuan respectively. Semiconductor profitability was mainly due to the growth of automotive applications, with approximately 62.8% of the revenue of its semiconductor business coming from the automotive sector in 2023.Headquartered in the Netherlands, Nexperia is a global semiconductor company with a rich and long history in Europe, with more than 14,000 employees in Europe, Asia and the United States. As a leader in the development and production of essential semiconductor devices, Nexperia's devices are used in a wide range of applications such as automotive, industrial, mobile and consumer, supporting the essential functions of almost all electronic designs in the world.Nexperia serves customers around the world, shipping more than 100 billion products annually. These products are widely recognized as industry benchmarks in terms of efficiency such as process, size, power, and performance. In addition, Nexperia's rich IP portfolio and continuously expanding product range have been certified to IATF16949, ISO9001, ISO14001 and ISO45001 standards, fully demonstrating the company's strong commitment to innovation, efficiency, sustainability and meeting the stringent requirements of the industry.In addition to Wingtech Technology, the companies participating in the 2024 semi-annual Shanghai semiconductor industry collective roadshow held by the Shanghai Stock Exchange on September 19 include Weir shares, rainbow shares, new clean energy, Espressif Technology, Dongxin shares, etc., with 6 companies participating. The executives of the participating companies introduced the operation situation, business layout and planning, technological innovation, and industry development status and trends in the first half of 2024, and actively answered investors' questions.Judging from the performance of the electronics industry of the Shanghai Stock Exchange, the total operating income of listed companies in the first half of the year was 689.778 billion yuan, a year-on-year increase of 22.37%; The net profit attributable to the parent company was 29.133 billion yuan, a year-on-year increase of 12.23%.![]()
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