Recently, Wuxi has officially put into operation the first smart substation using IoT technology. At this point, China has begun the prelude to large-scale construction of a smart grid. At the beginning, the State Grid Corporation of China proposed only seven pilot substations for intelligent substations. However, provincial network companies all competed for construction. In the end, 74 intelligent substations may be built, which is a sign of the booming smart grid market. Nowadays, Shanghai, Jiangsu, Shandong, Hebei, Zhejiang and other places have launched smart grid development plans and pilot projects have been launched in various places. From the investment point of view, the total investment is expected to exceed RMB 4 trillion in 10 years.
The demand for related semiconductors will reach 100 billion yuan
It is expected that the demand for smart grid-related semiconductors will reach 100 billion yuan by 2020.
The State Grid Corporation of China has identified six major areas for smart grid investment in the future: power generation, transmission, substation, power distribution, electricity use, and power grid dispatch. Six major areas will be fully promoted, which has created tremendous opportunities for the IC industry. Experts believe that from the power station to the grid, to the substation, and then to the user, the smart grid will form a complete value chain.
First of all, smart grids are the core of smart grids. It is expected that global shipments will grow from just millions in 2008 to about 50 million in 2014, with a compound annual growth rate of 48%, while China expects 3 to 5 in the future. During the year, 170 million smart meters will be deployed, which will provide semiconductor and component manufacturers with new market opportunities, from front-end signal acquisition, analog-to-digital conversion, to MCU and DSP control and signal processing, to back-end power lines, and Ethernet. Communication modules such as GPRS, Zigbee, and so on are IC's "world." From the perspective of technology trends, the future will be to two-way real-time communications, open platform / modular services and system integration development. Smart meters will also tend to adopt advanced metering systems (AMIs) and become part of the future home area network.
Second, smart grids must allow distributed alternative energy sources to enter the grid, and distributed energy sources must rely on ICs for metering into the grid. At the same time, solar power generation and wind power generation systems must also use frequency converters as important components. Although solar power generates DC power, it can be converted to AC power at a fixed frequency to provide power.
Finally, in the future, all kinds of power estimations will be merged into the same power grid. At this time, it is necessary to use power routers capable of adequate transmission management. This process requires the use of power semiconductors.
Taking these factors into consideration, this requires many electronic components, including power factor controllers, AC-DC and DC-DC controllers, voltage regulators, MOSFETs, power line carrier modems, and filters. With regard to input/output (I/O) and data protection, and high-power IGBTs, it is expected that the demand for smart grid-related semiconductors will reach 100 billion yuan by 2020.
Chinese IC Design Industry Needs Fast Follow-up
IC will shoulder the heavy responsibility of low power consumption, high energy efficiency, high reliability, high intelligence, and small size.
The transformer substation officially put into operation in Wuxi is the first 220 kV substation of the State Grid Corporation of China. At present, its construction actually does not meet the core requirements for the construction of intelligent substations. It is only business monitoring. The real smart substation, the core technology has three aspects: First, advanced sensors. The second is a high-speed, reliable communications network. If there is a problem with the grid, the grid can respond within 7 milliseconds. The third is analysis software for backbone networks. Although the standards for smart grids have been for 10 years, China still has to break through core technologies such as ICs in the implementation phase.
In the advancement of smart grids, ICs will shoulder the heavy burden of low power consumption, high energy efficiency, high reliability, high intelligence, and small size. There are many opportunities for domestic chip companies to deepen their potential. Breakthroughs have been made, but most of them are still in the “support role†position. For example, most of the main control chips selected by domestic smart meter companies come from foreign chip suppliers such as ST, ADI, Freescale, NXP, and NS. IC design companies in China need to speed up the layout in the smart grid market, and the application market with a scale of 100 billion yuan in investment does not allow us to have zero.
At the same time, the application of power devices in smart grids has become increasingly widespread, and tends to be intelligent and integrated. The foundry and packaging of power devices is a “short board†that restricts their development and requires the joint operation of the industrial chain.
The demand for related semiconductors will reach 100 billion yuan
It is expected that the demand for smart grid-related semiconductors will reach 100 billion yuan by 2020.
The State Grid Corporation of China has identified six major areas for smart grid investment in the future: power generation, transmission, substation, power distribution, electricity use, and power grid dispatch. Six major areas will be fully promoted, which has created tremendous opportunities for the IC industry. Experts believe that from the power station to the grid, to the substation, and then to the user, the smart grid will form a complete value chain.
First of all, smart grids are the core of smart grids. It is expected that global shipments will grow from just millions in 2008 to about 50 million in 2014, with a compound annual growth rate of 48%, while China expects 3 to 5 in the future. During the year, 170 million smart meters will be deployed, which will provide semiconductor and component manufacturers with new market opportunities, from front-end signal acquisition, analog-to-digital conversion, to MCU and DSP control and signal processing, to back-end power lines, and Ethernet. Communication modules such as GPRS, Zigbee, and so on are IC's "world." From the perspective of technology trends, the future will be to two-way real-time communications, open platform / modular services and system integration development. Smart meters will also tend to adopt advanced metering systems (AMIs) and become part of the future home area network.
Second, smart grids must allow distributed alternative energy sources to enter the grid, and distributed energy sources must rely on ICs for metering into the grid. At the same time, solar power generation and wind power generation systems must also use frequency converters as important components. Although solar power generates DC power, it can be converted to AC power at a fixed frequency to provide power.
Finally, in the future, all kinds of power estimations will be merged into the same power grid. At this time, it is necessary to use power routers capable of adequate transmission management. This process requires the use of power semiconductors.
Taking these factors into consideration, this requires many electronic components, including power factor controllers, AC-DC and DC-DC controllers, voltage regulators, MOSFETs, power line carrier modems, and filters. With regard to input/output (I/O) and data protection, and high-power IGBTs, it is expected that the demand for smart grid-related semiconductors will reach 100 billion yuan by 2020.
Chinese IC Design Industry Needs Fast Follow-up
IC will shoulder the heavy responsibility of low power consumption, high energy efficiency, high reliability, high intelligence, and small size.
The transformer substation officially put into operation in Wuxi is the first 220 kV substation of the State Grid Corporation of China. At present, its construction actually does not meet the core requirements for the construction of intelligent substations. It is only business monitoring. The real smart substation, the core technology has three aspects: First, advanced sensors. The second is a high-speed, reliable communications network. If there is a problem with the grid, the grid can respond within 7 milliseconds. The third is analysis software for backbone networks. Although the standards for smart grids have been for 10 years, China still has to break through core technologies such as ICs in the implementation phase.
In the advancement of smart grids, ICs will shoulder the heavy burden of low power consumption, high energy efficiency, high reliability, high intelligence, and small size. There are many opportunities for domestic chip companies to deepen their potential. Breakthroughs have been made, but most of them are still in the “support role†position. For example, most of the main control chips selected by domestic smart meter companies come from foreign chip suppliers such as ST, ADI, Freescale, NXP, and NS. IC design companies in China need to speed up the layout in the smart grid market, and the application market with a scale of 100 billion yuan in investment does not allow us to have zero.
At the same time, the application of power devices in smart grids has become increasingly widespread, and tends to be intelligent and integrated. The foundry and packaging of power devices is a “short board†that restricts their development and requires the joint operation of the industrial chain.
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