Recently, the chip’s independent R&D capability has become a hot topic of discussion.
One old post published in 2010 was turned over again by netizens. The article stated that a low-end MOS chip with a unit price of only two yuan that is widely used in the production of electric bicycles in China "has been monopolized by international giants for a long time, and domestic similar products have no competitiveness."
â–² a MOS chip (1688 network screenshot)
In the past 8 years, did MOS chips for electric bicycles still rely on imports?
Recently, the reporter found out that the high-end products of the international giants still occupy the mainstream of the market and the prices have risen. At the same time, domestic manufacturers have achieved mass production, but the industry is still accustomed to using imported goods.
International brands still dominate the mainstream
MOS, the Chinese name for the insulated gate field effect tube, the main manufacturers concentrated in Europe and the United States, Japan and South Korea. MOS chips are indispensable components for the production of electric bicycle controllers. Usually, one electric vehicle controller uses 6-12 MOS chips.
In 1688 Alibaba wholesale online, the reporter searched for "MOS tube electric car" as a keyword, a total of 858 related products were found. These products are represented by international brands such as STMicroelectronics, Infineon, Universal, Fairchild, Feihong and Texas Instruments.
After the reporter searched for the “domestic MOS tube electric car†as the keyword, only 22 products were screened, but many of them were branded products. In the search results, the reporter found only "Xi'an Houyi" a regular domestic branded product.
According to public information, Xi'an Houyi Semiconductor Technology Co., Ltd. (hereinafter referred to as Xi'an Houyi) is a company with MOS chips and power management ICs and other power devices and analog integrated circuit design and research and development capabilities.
After searching on the website of the State Intellectual Property Office, the reporter discovered that Xi'an Houyi has held a number of patents in the field of electronic components and semiconductors. The reporter then called Xi'an and expressed his refusal after expressing his wish to understand the sales of his products. However, the customer service agent of Shenzhen Platinum Platinum Semiconductor Co., Ltd. told reporters that Houyi's products have been widely used in the industry.
Wuxi City Bull Technology Co., Ltd. 1688 network customer service personnel said that they have used the domestic brands in Xi'an in some products after the MOS chip. But the reporter saw that more manufacturers like to emphasize "the use of imported MOS products."
Suzhou Xin Zeyi explained in detail in his 1688 display page the specific models of his international products that his products can replace.
â–² a domestic MOS chip (1688 network screenshot)
The reporter contacted the customer service personnel as a customer and proposed to purchase a product that could replace ST's "ST75N75" model. According to reporters in the direction, their self-produced MOS chips are very close to the imported original, and many electric bike manufacturers are their customers.
Disassemble parts only sell 5 hairs
The reporter observed that after the Xi'an Xi'an MOS products quoted at 1.5 yuan, other domestic MOS products offer concentrated at 0.5 yuan -0.8 yuan. The reporter found out after contact with some traders as a buyer that the original ST65N75 model of the ST brand had been out of stock, and the original unit price of 2 yuan had risen to more than 5 yuan today.
However, the high prices of foreign brands have also caused some businesses to move up their “brains.†Dismantling parts removed from scrapped electrical circuit boards are being sold by some businesses at a very cheap price.
The business name “Shenzhen Tejia Te Technology Co., Ltd.†was registered on the 1688 website. The “ST75N75†chip they sold was imported, but it was packaged in China and it was not the original product.
“But if you don’t ask for it, you can basically replace the original... Now many of them are original, and you don’t have to look at the shell.â€
The above-mentioned merchant customer service introduction said: "If there is real concern and batch, I can let the factory not to print ST's trademark." A 1688 registered name is "Shenzhen Baoan District Fuyong Xin Hangfa Electronic Commerce" traders also have ST75N75 product sales, and quote only 1 yuan. In the communication with the reporter, the customer's customer service called the product a disassembled part, but it was "absolutely original." He also said, "In general, if we provide hundreds of thousands of yuan a month... Yangzhou, Kunshan, etc. As long as someone is doing the controller, it is using disassembled parts."
Imitation and dismantling parts are mostly from Shenzhen, so they can be sold at a very low price. As long as the ST75N75 disassembles parts for 5 cents, the price is lower than that of a regular domestic brand. The highest quality unit price for homemade imitation products is 1.42 yuan, and quality is only 9 cents.
Domestic MOS chips still need to be upgraded
The reporter contacted a related researcher currently engaged in circuit research and development in colleges and universities. The other party stated that the domestic MOS chip is cheap, so it was only used in the testing and testing of easily-losing products, and the main procurement products still came from international manufacturers.
The customer service staff of the Wuxi Bull Technology Co., Ltd. who previously stated that they have used Xi'an in controllers also further explained that they currently only use domestic MOS products in low-power controller products to adapt the control of high-power motors. The products used in the products are still MOS chips produced in South Korea.
According to the data of the Ministry of Industry and Information Technology, China's total annual production of electric bicycles in 2017 was 31.113 million units, a cumulative increase of 2.3% year-on-year. The main business income of electric bicycles was 101.03 billion yuan, and the total profit was 4.80 billion yuan. According to the estimation of the use of five MOS chips per battery car and a unit price of two yuan, China’s expenditure on small MOS chips will reach 300 million yuan in 2017.
China Merchants Securities electronic industry analyst Fang Jing told reporters that the MOS chip for electric bicycles is a low-end product, and hardly involves complex patent barriers, domestic manufacturers can already manufacture. However, with the rapid development of new energy electric vehicles in recent years, the field of electric vehicle-level MOS chips will usher in more fierce competition. The technical requirements for electric vehicles are higher, domestic MOS cannot meet commercial requirements, and related industries are still importing a large number of electric vehicle-level MOS chips.
Ring And Fork Type Insulated Terminals
Ring And Fork Type Insulated Terminals,High quality insulated terminal,copper tube terminal
Taixing Longyi Terminals Co.,Ltd. , https://www.longyicopperlugs.com