LCD Display Inverter

Display Inverter / VGA Board / LCD Controller

BYD Semiconductor Yang Yun: Open the door to domestic car-level MCUs!

  

On the occasion of the 40th anniversary of the establishment of the Shenzhen Special Economic Zone, the first Munich South China Electronics Fair was held at the Shenzhen International Convention and Exhibition Center. During this period, Master Chips interviewed nearly 20 leading companies and leaders and executives of potential companies in the global electronics industry chain, and specially launched a special report on “Come to Shenzhen”, discussing global electronics industry trends, Chinese semiconductor industry trends with many industry insiders Hot focus topics such as development and technological innovation.

In recent years, the domestic MCU industry has developed by leaps and bounds. As a leading semiconductor company in China, BYD Semiconductor is mainly engaged in power semiconductors, intelligent control ICs, intelligent sensors, optoelectronic semiconductors, manufacturing and services. The application fields cover the induction, processing and control of optical, electrical, magnetic and other signals. The products are widely used. It has broad market prospects in the fields of automobile, energy, industry, communication and consumer electronics.

As early as 2007, BYD Semiconductor has entered the field of industrial MCU, with a cumulative shipment of over 2 billion units. In 2018, it successfully launched the first generation of 8-bit automotive-grade MCU chips, with over 5 million vehicles currently installed, achieving zero breakthrough in localization. So, what is the status of the domestic MCU market? How to break the monopoly of foreign manufacturers? Master Chip had the honor to interview Yang Yun, Product Director of BYD Semiconductor Co., Ltd., to discuss the opportunities and challenges currently faced by domestic automotive-grade MCUs.

Xinshiye’s exclusive interview with Yang Yun, Product Director of BYD Semiconductor Co., Ltd. Video source: Xinshiye

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

With more than 15 years of experience in the semiconductor industry, he is responsible for the research and development, sales and management of BYD Semiconductor Embedded Product Center. Led the team to successfully mass-produce 8-bit and 32-bit body control MCUs, with cumulative shipments exceeding 2 billion, breaking the monopoly of foreign manufacturers, filling the blank area of ​​the domestic integrated circuit industry, and becoming the first domestic manufacturer to stabilize mass production and supply ; The industrial-grade MCU products in charge of the company have ranked first in the shipments of brand home appliance customers for 6 consecutive years; fingerprint recognition products have the largest market share in embedded applications such as door locks, breaking the monopoly of foreign manufacturers in the core technology field and market situation.

Interview · Record

Master Core 1:

What is your initial impression of this year’s Munich South China Electronics Show?

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

This time I participated in the South China Electronics Fair in Munich, and I was particularly impressed. First of all, there are many companies in the semiconductor industry this year, reaching about 40%. Second, the products launched by various manufacturers are mostly aimed at high-end fields, such as automotive-grade products, 5G, AI, etc. This is a particularly good phenomenon, representing that our Chinese chip design industry is exploring the high-end. The third point is that there are a lot of visitors, which is very rare under the current economic environment and epidemic prevention and control. Visitors were in high spirits, paying particular attention to automotive products, industrial products, and 5G products. This means that my country’s technology industry has not been hit by the epidemic in the first half of the year, and after years of precipitation, my country’s technology industry is constantly climbing to the high end.

Master Core 2:

What latest products and technologies did BYD Semiconductor bring to this exhibition? What are the competitive advantages of these products or technologies?

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

BYD Semiconductor is positioned to be efficient, intelligent and integrated. In terms of high efficiency, it includes power devices such as IGBT and SiC (silicon carbide); intelligence refers to MCU, including automotive-grade MCU, industrial-grade MCU, etc.; integration is an important direction for the future development of BYD Semiconductor. Taking home appliances as an example, it will bring an integrated solution of “PFC+IPM+MCU+HV”.

Specifically, for the Electronic control system, we have brought advanced IGBT chip modules, such as the silicon carbide modules and car-grade MCUs on the BYD Han model, which is particularly popular this year. Therefore, BYD is becoming an integrated solution provider, which we believe will bring more complete solutions to the market.

(Image source: Master Core)

Master Core 3:

BYD Semiconductor has entered the field of industrial MCUs as early as 2007. After more than 10 years of development, it has become a leading manufacturer in the industry, especially in the field of automotive-grade MCUs. Best Domestic MCU Product Award”.

How did your company achieve breakthroughs in MCU products?

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

In fact, BYD Semiconductor has been polishing MCU products for 13 years from 2007 to 2020. At the beginning of the MCU product line, the positioning was relatively high, and we positioned ourselves in automotive-grade and industrial-grade products. Through 13 years of joint efforts, the BYD MCU team insists on providing customers with good products. I am very honored.

Master Core 4:

In recent decades, domestic MCUs are mostly concentrated in the consumer field, and the market share of automotive and industrial MCUs is still low. Vehicle-grade MCU technology is in the hands of international giants, monopolized by foreign manufacturers. Under the new trade situation, domestic auto manufacturers are actively seeking domestic alternatives to MCUs, and the demand for domestic alternatives to MCUs is large.

What do you think of the current situation of domestic MCU and the entire chip market?

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

I learned a set of data that domestic MCU sales will exceed 65 billion yuan in 2020, and it is expected that by 2025, the market size will reach 100 billion. From the perspective of the market distribution pattern, in 2025, the car-regulated MCU will account for 35% of the market. Although its market share is not the largest, its amount is relatively high and its requirements are relatively high. The market share of industrial-grade MCUs (measured by dimensions such as performance and reliability) accounts for about 40%. Therefore, automotive-grade and industrial-grade MCUs have a total market share of 70-75%.

However, there are currently more than 100 manufacturers engaged in MCU in China. It is a pity that about 100 MCU teams have only completed about 3 billion sales, accounting for only about 5% of the market size.

BYD Semiconductor is determined to take a long-term perspective and insist on starting with technically difficult vehicle-grade and industrial-grade products. We hope that domestic MCU manufacturers can work together to achieve higher goals.

Master Core 5:

With the entry and breakthrough of BYD Semiconductor, the door to domestic industrial control and automotive-grade MCUs has been gradually opened. However, the threshold for automotive-grade MCUs is relatively high, the industry cycle is long, and large-scale capital and technical investment are required.

In your opinion, how do domestic automotive MCUs need to achieve breakthroughs and break the monopoly of foreign manufacturers?

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

At this stage, the overall macro policy is favorable for the semiconductor industry, and the country has issued many policies to support the development of the semiconductor industry. Secondly, the capital support for the semiconductor industry is relatively large. On the third side, auto OEMs represented by BYD are actively promoting and using domestic automotive-grade chips.

From a micro perspective, as an enterprise, you must calm down and make every product well down-to-earth. BYD Semiconductor has spent more than ten years, coupled with a large amount of capital investment in technology research and development, talent acquisition, etc., and gradually accumulated precipitation.

(Image source: Master Core)

Master Core 6:

As the core of the internal calculation and processing of the automotive electronic system, MCU is the key to realize the intelligentization of the car. According to the iSuppli report, MCU chips account for about 30% of the semiconductor devices used in a car. This means that each car needs to use at least 70 MCU chips. As cars continue to evolve towards intelligence, the demand for MCUs will grow faster and faster.

So, what are the technical difficulties of automotive MCU? How does BYD Semiconductor meet the challenges?

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

There are two major standards for automotive-grade products. The first is reliability standards, such as AEC-Q100 Grade 1/Grade 0; the second is functional safety standards. Around these two requirements, BYD Semiconductor has foreseeably established a strong R&D team, quality control team, design team, functional safety team, etc. Establishing a series of quality control systems can be solved in the short term, but in the long run it requires a high standard of thinking. Especially for the design concept of R&D personnel, we will definitely emphasize the high standard requirements of vehicle-grade products. We have spent many years guiding and strengthening the team’s high-standard design concept, and continue to improve the requirements.

In addition, we continue to increase R&D expenses and focus on cooperating with domestic upstream and downstream industry chains. We have established a good cooperation system in every link from wafer, packaging, to testing.

Master Core 7:

At present, how many car MCU production lines does BYD Semiconductor have?

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

BYD Semiconductor has completed a vehicle-grade MCU production line, and we plan to expand a production line every year in the future. Up to now, BYD Semiconductor’s automotive-grade MCUs have exceeded 5 million units, which are mostly used in flagship models such as BYD Han and BYD Tang; it is expected to exceed the target of 10 million units next year. In addition, MCU products are also open to domestic vehicle manufacturers.

Master Core 8:

In the first half of this year, BYD Semiconductor completed the A round and A+ round of financing. In your opinion, what market environment does this round of financing reflect? Where will this financing company be used?

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

The chip industry is hot now, and we took advantage of this wind to complete the A round and A+ round of financing. The first round was led by Sequoia Capital, CICC Capital and SDIC Innovation, and many well-known domestic and foreign investment institutions such as Himalaya Capital participated in the subscription. The second round of strategic investors, including South Korea’s SK Group, Xiaomi Group, Lenovo Group, ARM China and many other A+ rounds of investment or through funds. This move will accelerate the development of BYD semiconductors and China’s automotive-grade semiconductors.

This financing will strengthen our existing products, and we will widen and deepen our existing product lines. At the same time, we still invest in core automotive-grade products, such as IGBT, SiC industry, automotive-grade and industrial-grade MCUs.

Master Core 9:

Will BYD Semiconductor continue to participate in the 2021 exhibition? What are your expectations for next year’s show?

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

Electronica Munich is a good platform for communication and an opportunity to showcase yourself. Many people don’t know BYD Semiconductor yet. From the establishment of a chip R&D team in 2002, it now has nearly 4,000 people. We need a Display window to make more customers believe in the domestic chip industry.

(Image source: Master Core)

Master Core 10:

What is BYD Semiconductor’s expectation for the future development of China’s electronics industry? What positive signal does your company want to send to the electronics industry through the Muzhan platform?

Yang Yun, Product Director of BYD Semiconductor Co., Ltd.:

Personally, I have been in the chip industry since 2001. During the past 20 years, I have deeply felt that making chips is not an easy task. In the past two years, the industrial environment has been getting better and better. We expect that end customers can boldly trust and use domestic chips. The upstream and downstream of the industry chain work together to make China’s semiconductor industry bigger and better.

This is also a good opportunity for our country to achieve industrial transformation, because chips are involved in all aspects of the country’s economy and security. Now, our upstream and downstream have formed an effective interaction and positive cycle. I believe that the chip industry will become stronger and faster in the future.

This article was originally created by Master Core, and the content represents the personal views of the interviewed guests for exchange and learning purposes. If you have any questions, please contact us at info@gsi24.com.

The Links:   LQ181E1LW31 QM100DY-H IGBTCOMPANY