In 2022, the problem of core shortage has not been alleviated, and the prices of various raw materials will remain at high levels. The Russian-Ukrainian conflict that broke out in February has disrupted the world’s energy structure and severely impacted all aspects of the industrial chain, further aggravating the supply chain. mismatch. The normalized epidemic prevention and control in China also affects the operation of the industrial chain to a certain extent and impacts the demand on the consumer side.
After the outbreak of the Russia-Ukraine conflict, it further intensified the tension in the supply chain, disrupted the world energy pattern, and pushed up the prices of various raw materials. But from another point of view, this has also exacerbated the concerns of various countries about the energy crisis and promoted the determination of countries to promote new energy-related industries. According to the statistics and analysis of the China Association of Automobile Manufacturers, in May 2022, the performance of new energy vehicles is still outstanding, with production and sales exceeding 400,000 units, returning to rapid growth year-on-year. From January to May, the production and sales of new energy vehicles both exceeded 2 million.
Monthly sales of new energy vehicles from January to May 2022, data source: China Automobile Association
Crisis coexist, how to ensure supply chain security
For the electronics manufacturing industry chain, in 2022, it will face many challenges such as the shrinking consumer market, the impact of normalized epidemic prevention and control, and high raw material prices, and the entire environment will become increasingly complex. New energy vehicles, photovoltaics, etc. In the current popular application market, what new solutions do upstream suppliers such as chips and components have? How should terminal enterprises select high-quality suppliers to ensure the continuity and stability of the supply chain?
On August 5, 2022, the 2nd China Electronic Hotspot Solutions Innovation Summit (CESIS) in 2022 was held in Shenzhen, China to新电源 智能域 赋能“芯”生态As the theme, it is fully suitable for today’s popular terminal market applications.
The outbreak of the new energy industry, the new power technology came into being
new energy vehicles. Under the “double carbon” wave, and under the influence of the national and local new energy vehicle subsidy policies and the energy crisis, the new energy vehicle industry has ushered in explosive growth. , The 800V voltage platform has brought a lot of development opportunities to the related industries represented. Although the track prospects are endless, under the premise that various new technologies are emerging one after another, whether the upstream supply side can provide a matching solution has become the biggest challenge in front of us. This summit has set up a special technical seminar on BMS and supercharger for new energy vehicles. Focusing on the core topics of new energy vehicles, BMS manufacturers, vehicle power supply manufacturers (AC-DC/DC-DC/OBC), charging pile manufacturers and vehicle manufacturers are invited. The head representatives jointly discussed the technical solutions for the three-electricity and supercharging of new energy vehicles.
Optical storage fills the blue ocean market. Under the energy crisis, green electricity represented by photovoltaics has also achieved explosive growth. The supply of silicon materials will be tight in 2022. According to the production plans of leading silicon materials companies such as Tongwei, Daqo, Xinte, Yasil and GCL, the nominal production capacity of silicon materials will reach about 1 million tons by the end of the year. It takes 4-6 months to climb the slope. It is estimated that the total global silicon material production will reach 850,000 tons, which is converted into about 290GW of modules; in addition, in terms of wind power, according to data from securities securities such as Soochow and Guojin, the annual installed capacity is expected to be 50%. About -60GW, according to the “Guidelines for Energy Work in 2022” issued by the National Energy Administration, it is estimated that the annual installed capacity is about 140GW, and the total installed capacity of photovoltaic, wind power and hydropower exceeds 480GW. As the cost of electricity continues to decline, performance continues to improve, and the application of new technologies continues to increase, the integrated application of optical storage and charging is born. Can the upstream power devices and magnetic components be matched? This summit set up a special technical innovation seminar for optical storage and charging to jointly explore the technical difficulties and business models of the blue ocean market of optical storage and charging.
Third-generation semiconductor technology. After talking about the new energy industry, we have to mention the third-generation semiconductor technology. New energy vehicles have become the largest application market for SiC. With the continuous development of its technology, the 800V platform has gradually become the hottest topic of new energy vehicles. One of them, and is expected to help bring a qualitative leap in the performance of new energy vehicles. In addition, the photovoltaic field has also begun to gradually introduce the application of GaN to meet the development needs of higher power, higher frequency and lower loss. This summit set up a special seminar on GaN and SiC technology to discuss the application status and future development trend of the third-generation semiconductor technology, and show the latest supporting solutions and product development progress of upstream suppliers for power supply companies.
The portable power market is emerging. The ongoing epidemic has restricted people’s travel, making more and more people interested in outdoor self-guided tours. As an emerging market, batteries are still the biggest technical difficulty affecting the development of portable energy storage power sources. How to improve battery energy density technology, optimize battery system design, and improve battery life and stability are the current upstream and downstream enterprises need to work together to solve Pain points. This summit has set up a special technical innovation seminar for portable lithium battery BMS, so that BMS manufacturers (48V), lithium battery manufacturers, and lithium battery application manufacturers can fully understand the current technical difficulties and latest technical solutions of portable energy storage power sources.
Smart fast charging is the largest testing ground for new power technology. After Apple canceled the standard charger, it completely broke the original pattern. Some pessimistic manufacturers predict that the fast charging market may shrink by more than 50% in the short term. How to improve the charging efficiency and retain consumers has become the most urgent task. Smart fast charging has almost become a wrestling field for all parties. With the application of GaN technology, the current mainstream fast charging power on the market has exceeded 60W, and some manufacturers have announced 240W fast charging products. Smart fast charging has become the biggest beneficiary of GaN. This summit set up a special technical seminar on intelligent fast charging and Type-C, and discussed the solutions and future development trends of intelligent fast charging under high power with the majority of PD power supply/charging head, mobile power supply, smart socket, and smart portable device manufacturers.
Accelerated advancement of digitalization and continuous enrichment of intelligent application scenarios
In February of this year, the country began to vigorously promote the construction of new data centers to provide infrastructure guarantees for the next digitization. This is precisely because digitization has gradually penetrated into all walks of life, and is about to usher in the explosion of massive data and applications.
The business model of smart light poles needs to be clearly defined. The construction of 5G base stations is still progressing steadily, but the problems of high power consumption and high laying density have not been completely solved, and smart light poles provide a feasible idea for solving the above problems, which can not only alleviate the shortage of urban land , it can also integrate original functions, provide smart cities with information touchpoints all over the city, and even give birth to a new business model. This summit set up a special technical seminar on 5G base station power supply and smart light poles, and explored the feasibility and related solutions of this model with base station power supply module, base station lithium battery, UPS and energy storage power supply manufacturers.
New trends in smart home and smart lighting. If the smart light pole is the warp of the smart city and spreads across every household in the city, it can form the weft of the smart city, and together weave a digital network to provide a complete closed loop of information for the smart city. With the shrinking demand for traditional consumer electronics, the original home appliance and lighting manufacturers also urgently need to explore new models to become smart city information portals. This summit set up two special sessions: AIoT & Smart Lighting and High-Power Drive Technology Seminar, AIoT and Smart Home Technology Seminar, and together with leading companies in home appliances, lighting, home furnishing, drive power, and control modules to explore the intelligent under the digital wave More possibilities for home and smart lighting.
Eight Reasons Why CESIS Summit Can’t Be Rejected
1 theme + 2 major core directions
With the theme of new power supply, intelligent domain, and enabling the “core” ecology, around the two core issues of new power supply and intelligence, it fully fits the current technology development trend of popular application markets.
8 hot topics of the year
A total of 8 sub-forums will be set up to cover the current hot market, show one-stop technical solutions for terminal enterprises, and provide convenience for terminal enterprise engineers to form groups to participate in the conference.
20+知名专家
The summit will invite 20+ authoritative experts and well-known enterprises in the industry, including Tsinghua University, South China University of Technology, Fuzhou University, Taiyuan University of Technology, Guangdong Power Grid Electric Power Research Institute, ZTE, GAC Group, Innosecco, Qinshang Optoelectronics, etc. New energy vehicles, superchargers, optical storage and charging, 5G base stations, third-generation semiconductors, portable power supplies, intelligent fast charging, intelligent lighting and a series of high-standard and high-level subject directions.
40+知名方案商
The summit will also invite 40+ well-known solution providers in the upstream and downstream of the industrial chain, such as Infineon, Roma Semiconductor, PI, Silicon Labs, China Resources Micro, Silan Micro, Jingfeng Mingyuan, Tuya Smart, Antai Technology, and Magnetics to give speeches in turn. , to fully display the industry’s solutions for the current hot market for the engineers of the whole machine.
80+ showcase companies
Even under the influence of the epidemic, it still received support from nearly 80 exhibiting companies, covering well-known companies in all aspects of the industrial chain such as integrated circuits, power devices, passive components, magnetic components, connectors, magnetic materials, and production and testing equipment.
The choice of 1000+ complete machine engineers
The first summit in 2021 attracted Huawei, BYD, Xpeng Motors, Lenovo Design Institute, Midea, Huizhou TCL, Great Wall Technology, Xinbao Electric, Wanhe Electric, Huntkey Chiyuan, Megmeet, Topbond, Kstar , Lianbao, Kelu Electronics, Overclocking III, Tianyin Electronics, Haon Intelligent, Pintai Electronics, Dianbang New Energy, Rishang Optoelectronics, Ruide Intelligent, Unilumin Technology, Leifford, Jiawei New Energy and other well-known More than 1,400 people from the whole machine company attended the conference.
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