For many domestic enterprises in the power semiconductor industry, perhaps there has never been a moment like 2022 when they can deeply feel the deep driving force brought by the "dual carbon" policy on the industry.

Recently, in order to deeply implement the relevant deployments of the Party Central Committee and the State Council, and do a good job in supporting carbon peaking and carbon neutrality in science and technology, the Ministry of Science and Technology and nine other departments jointly issued the "Implementation Plan for Carbon Peaking and Carbon Neutrality in Science and Technology Support (2022-2030)" (hereinafter referred to as the "Implementation Plan").

The Ministry of Science and Technology has provided a comprehensive and profound interpretation to the industry on the positioning, compilation principles, key tasks, and implementation of the Implementation Plan.

The positioning and compilation principles of the Implementation Plan include three major overall plans - coordinating the current and long-term, coordinating scientific and technological innovation and policy innovation, and coordinating the work of scientific and technological departments and related aspects. To ensure the implementation of the Implementation Plan, the text also lists ten specific tasks for key tasks. The job responsibilities are closely related to the development vision of power semiconductor and new energy technology enterprises, and a series of top-level designs have systematically planned the R&D direction and market expansion blueprint of these enterprises.

Key Tasks and Key Data of the Implementation Plan

In the Implementation Plan, we can extract the time nodes in the sense of "2030" and "2060" milestones. Coordinate and propose scientific and technological innovation actions and guarantee measures to support the achievement of carbon peak goals by 2030, and prepare technology research and development reserves for achieving carbon neutrality goals by 2060, providing guidance for the national scientific and technological community, as well as relevant industries, fields, local governments, and enterprises to carry out carbon peak carbon neutrality technology innovation work.

At the same time, the Outline of the Implementation Plan - its programmatic key data deserves high attention from the industry, that is, to achieve a major breakthrough in low-carbon key technologies in key industries and fields by 2025, supporting an 18% decrease in carbon dioxide emissions per unit of gross domestic product (GDP) compared to 2020, and a 13.5% decrease in energy consumption per unit of GDP compared to 2020. It is particularly noteworthy that the original text specifically mentions the need to "further research and break through a number of cutting-edge and disruptive technologies in carbon neutrality" by 2030.

The ten specific actions in the Implementation Plan closely integrate many application scenarios and sub areas of "cutting-edge and disruptive technologies", highlighting smart grids, new energy generation (including but not limited to high-efficiency silicon-based photovoltaic cells, high-efficiency stable perovskite batteries), energy conservation and consumption reduction in data centers, and the development of new energy vehicles.

The above application scenarios are without exception, and they are all complementary to the actions taken to enhance the capabilities of greenhouse gas emission reduction technologies in the Implementation Plan. We can select three application scenarios where power semiconductors excel, namely household appliances, data centers, and new energy vehicles, for a point-to-point analysis.

The lighting fixtures are close to daily life, and the public's awareness of energy conservation is relatively deep. Taking a leading global power semiconductor manufacturer as an example, the nuclear free transformer solution used by the factory to match T5 lamps integrates intelligent control of electronic ballasts on lamps. Practice has shown that it can make T5 lamps consume only 30% of the power of T12 lamps.

Some domestic power semiconductor companies have also achieved remarkable results in the field of lighting energy conservation, among which Shenzhen Shangyangtong Technology Co., Ltd. is a representative company. After its first generation super junction product was launched, it forcefully seized more than 50% of the national LED market share, helping partners achieve energy conservation of 300 million kilowatt hours per year, providing a classic model for achieving the "dual carbon" goal of technology empowerment. Currently, 21% of the world's electricity is used for lighting, and advanced power semiconductor devices can solve 4% of human energy consumption.

In addition, the electrification of light vehicles requires a complete set of combination fists to promote deep collaboration and integrated innovation across disciplines and fields. In response to the focus on energy and emission intensity, as well as the impact of various factors in the life cycle of new energy vehicles, the Argonne National Laboratory in the United States has produced a "GREET model" for the field of new energy vehicles. The model data shows that under the condition of meeting a driving range of 200000 kilometers in the reference year, the carbon dioxide emissions of pure electric cars can be reduced by 33% and 18% compared to gasoline cars and hybrid electric cars, respectively. In the future, electric vehicles can achieve higher energy conservation and emission reduction benefits due to the improvement of battery research and development. For example, the carbon dioxide emissions of pure electric vehicles can be further reduced to 126g/km by 2030, expanding the emission reduction compared to traditional energy vehicles to 40%.

The "Implementation Plan" mentions "photovoltaic" eight times, indicating the important role of the upstream and downstream industries in the implementation of the "dual carbon" policy. The favorable policies of the national "dual carbon" policy and the upgrading demand of consumers have spurred the rise of a number of new industries such as new energy, photovoltaic, and energy storage. The development of integrated optical storage and charging has promoted the improvement of power semiconductor device performance and the continuous introduction of new application scenarios, coupled with multiple factors such as the large-scale application of third-generation semiconductor materials, making the photovoltaic industry the most typical demonstration industry in the Implementation Plan.

Responding to the national "dual carbon plan" from all directions and perspectives

Established in 2014, Shenzhen Shangyangtong Technology Co., Ltd. (hereinafter referred to as "Shangyangtong") has grown into a leader in high-end power devices in China, and is also a positive response to the spirit of the times under the "dual carbon" policy.

At present, after years of technological research and development and market accumulation, the power device product series has achieved performance iteration. In response to the deepening development of the national and government's "dual carbon" policy, Shangyangtong has been committed to optimizing various performance indicators of the product to meet the market's requirements for high current density and high reliability of power devices under the new situation.

As mentioned earlier, developing energy conservation and consumption reduction technologies in data centers and promoting data center optimization and upgrading are important components of the "green and low-carbon energy transformation support technology". Improving the efficiency of electricity utilization is the key to energy conservation in data centers. In response, Shangyangtong's super junction MOS technology and SGTMOS technology meet the two basic high requirements of large data centers, namely continuous power supply and optimization of transient power cycle. Moreover, Shangyangtong's SiC SBD design inherits the advantage of dynamic no reverse recovery while reducing high-temperature VF characteristics, which can further improve power efficiency. From customer feedback, Shangyangtong's power devices in data center servers, Effectively reducing energy loss in the power supply chain from the power grid to the server power supply and backend, and ultimately to the CPU, showcasing a feasible path choice for energy conservation, emission reduction, and efficiency enhancement solutions in data centers.

The power components of new energy vehicles are also one of the key tracks for Shangyangtong to focus on. Power devices undertake the task of controlling the power system in the process of automotive electrification, and their key performance largely determines the future layout of new energy vehicles. Due to the special working environment of "in car", the requirements for power devices are also more stringent. In the field of new energy vehicle on-board OBC, Shangyangtong adopts a solution where the front-end PFC uses a 650V IGBT of 60 amperes and 100 amperes, meeting the increasing efficiency and power density requirements of the market for on-board chargers, and helping to increase the market penetration rate of new energy vehicles in urban and rural areas.

In the field of photovoltaic inverter and related household energy storage, there is also a complete product series that can provide IGBT single tubes and modules, medium and low voltage SGT MOS and SiC SBD, meeting the product needs of customers of various powers. Moreover, the IGBT high-performance series products have lower Vcesat and VF, meeting the requirements of different active and reactive working conditions. It is particularly commendable that Shangyangtong has adopted advanced CS Trench IGBT technology in energy photovoltaic application scenarios, The perfect balance between saturation voltage drop and switching loss provides necessary technical support for the construction of large-scale and efficient photovoltaic demonstration projects.