投資が沸騰するパワー半導体市場は東芝が掻っ攫う！
Hello. I'm Manufacturing man from Manufacturing man Channel . Today's topic is semiconductor. This time it is a collaboration with Toshiba Corporation. Toshiba Corporation is the creator of Kioxia Corporation.
Toshiba Corporation is known for its NAND flash memory. In relation to Mr.Fujio Masuoka, I have compiled videos in the past, and Toshiba Corporation is a company that is highly related to semiconductor. Toshiba Corporation also makes power semiconductor.
This is a huge growth industry and Toshiba Corporation has entered this market. It was titled, "Leave power semiconductor to Toshiba Corporation." Finally, this time it's Toshiba Corporation. Toshiba Corporation is one of the eight major electronics companies.
SHARP CORPORATION is the only company that hasn't received any work requests. Thank you very much. I am grateful and pressuring SHARP CORPORATION to make an offer.
I made a video about Toshiba Corporation in the past. At that time, I was a semiconductor amateur. Even now, I'm no expert. However, at that time, I mistakenly called DRAM as a drum. However, the video got a lot of views.
That is a video about the ups and downs of Toshiba Corporation. That's why it's a great feeling for me to get a job from Toshiba Corporation this time. This Toshiba Corporation collaboration will be my first video collaboration as a YouTuber. The opponent is ICHIKEN. I think everyone knows ICHIKEN.
His videos are very easy to understand. And although his narration is detached, it is full of humor. Besides, he has a Ph.D. He is known to everyone for his very easy-to-understand videos. That was last year's SEMICON Japan.
I acted as an ambassador for SEMICON Japan. And I had a dialogue with Toshiba Corporation. Three days before that, ICHIKEN had collaborated with Infineon Technologies. "You guys are taking the ICHIKEN collaboration first," I said to Toshiba Corporation. This time, ICHIKEN and I were summoned by Toshiba Corporation . This is your chance.
I visited Toshiba Corporation with ICHIKEN . A video of ICHIKEN is released at the same time. Everyone, please see that too. Toshiba Corporation is located in Ishikawa prefecture.
That's how we make power semiconductor. KAGA Toshiba Corporation is a major manufacturing base for power semiconductor. When I visited, they were expanding the KAGA factory just like this. They are building a new FAB. Demand for power semiconductor is high. The automobile industry is telling Toshiba Corporation to "make a lot of semiconductor ."
I visited Kumamoto the other day. Japan Advanced Semiconductor Manufacturing Co., Ltd was under construction in Kumamoto because Taiwan Semiconductor Manufacturing Company was coming. Japan Advanced Semiconductor Manufacturing Co., Ltd is a joint venture of Taiwan Semiconductor Manufacturing Company, Sony Corporation and DENSO CORPORATION. In addition, Taiwan Semiconductor Manufacturing Company will also build a second factory in Japan. They will come to Kumamoto again. I went to Kumamoto to train at the cutting business factory next to Taiwan Semiconductor Manufacturing Company, which is currently under construction.
Traffic was the worst. What should have been a 20-25 minute drive in the morning took over an hour. This traffic jam will be a big problem. In Japan, huge FABs are being built one after another. What is the difference between power semiconductor and other semiconductor? I'll show you the difference. I think the semiconductor that you think of are the ones that are installed in iPhone and Mac studios.
They cut chip out of such wafer like this. And it is packaged and implemented like this. When you open this package, you will see a fine circuit like this. The number of transistors contained in just one chip is astonishing. There are 16 billion transistor circuits drawn there.
16 billion instead of 160 is amazing. This is about 160 times as many calculations as the population of Japan. So, semiconductor like this that you might think of are semiconductor that perform operations.
On the other hand, power semiconductor are installed in automobile motors such as the E-AXLE. It is discrete, i.e. one chip. And there is also a module like this. There are also IPMs with gate circuits, or safety circuits. Their role is to turn direct current into alternating current. Or it is the role of changing the alternating current to direct current, which is responsible for controlling the electricity.
Power semiconductor are responsible for these functions. Power semiconductor are semiconductor that switch on and off. The usage of semiconductor for computing systems is completely different. Besides Toshiba Corporation, a lot of money is now gathering in power semiconductor. If you search the Internet for power semiconductor investment, you will find a surprising number of investment articles.
There are various types of investment. REUITERS introduces Renesas Electronics Corporation as the world's No. 1 share in microcontrollers. Renesas Electronics Corporation, the top microcomputer company, also manufactures power semiconductor.
In addition, there are many other news about increasing production of SIC power semiconductor. This is an article from FUJI ELECTRIC CO., LTD.. FUJI ELECTRIC CO., LTD. will enhance SIC and increase production by 50 times. This is something I haven't done much of before. However, SIC power semiconductor are currently attracting more and more attention. It seems that many companies are aiming for this.
Mitsubishi Electric Corporation, with whom I often collaborate, will also build a new factory in Kumamoto. Kumamoto will have Taiwan Semiconductor Manufacturing Company and Sony Corporation factories. We will also build a Mitsubishi Electric Corporation power semiconductor factory. Congestion gets worse. Mitsubishi Electric Corporation's initial investment was 130 billion yen.
However, MITSUBISHI MOTORS CORPORATION later doubled its capital to 260 billion yen. They boldly invest like using KAIOUKEN, like double or triple. The power semiconductor market is literally booming.
Among them, Toshiba Corporation's investment amount stands out. MITSUBISHI MOTORS CORPORATION's investment of 2600 billion yen is quite amazing. However, Toshiba Corporation will invest an outstanding investment amount of over 500 billion yen. This is a figure that can compete with global competition.
For example, in the case of manufacturing equipment, capital investment includes cleaning equipment, coater/developer equipment, and hard disk drives. However, it will probably be mainly semiconductor. I can feel their enthusiasm for the investment amount of 260 billion yen. While responding to the increased production of 200mm with that capital investment, they will newly establish a 300mm line, as shown in the photo above. They have facilities for SIC/GAN semiconductor development, which is growing rapidly. If you don't know about SICs and GANs, see my previous videos on types of power semiconductor.
Please check them out. Not only that, but they also do research and development at the same time. The investment amount is 310 billion yen, which is an eye-popping amount. They develop highly efficient packages. Back-end process is becoming more important.
They also develop high-voltage SICs. They have booked a total investment of 570 billion yen. I actually visited Toshiba Corporation. I felt that the amount of investment would rise further. I got the impression that their investment will be much more than 570 billion yen. This is the know-how they have cultivated in a wide range of sectors, and the power of money.
I said frankly money, but in other words, Toshiba Corporation drives mass production with know-how and money. Toshiba Corporation's investment amount is a prominent amount in Japan. If it's global, let's take a bird's eye view of the competition. Infineon Technologies is one of the biggest competitors in terms of scale.
They are leading the top share of power semiconductor. Infineon Technologies will make the largest investment in Infineon Technologies history, exceeding Toshiba Corporation investment of 700 billion yen. Germany also recently budgeted 1.5 trillion yen for Intel Corporation. These are numbers I don't really understand. It seems that the country will support about 140 billion yen, about 20%.
Europe is serious about the semiconductor business. Also, Wolfspeed, Inc. in the US has an investment of $3 billion. They will carry out investments that are comparable to Toshiba Corporation's 450 billion yen. The production of power semiconductor is a competition for wafer. Therefore, onsemi will increase the production capacity of SIC, which is growing rapidly, by 16 times. I haven't heard a lot of big numbers like 16x, but they say they do.
"How to secure wafer is one of the battles among companies that manufacture power semiconductor." There was such a statement. Each semiconductor manufacturer is desperate to secure wafer . SIC is growing at a CAGR of 15.3% annually.
In Japan, SUMCO CORPORATION and Shin-Etsu Chemical Co., Ltd. are strong in wafer material that can be used in SIC or SI, which is an ordinary computing system. However, these are stronger overseas. Therefore, Japanese power semiconductor manufacturers will have to secure this. Resonac Corporation., which I introduced in a past video, is making power semiconductor SIC wafer. That's why Resonac Corporation. is getting a lot of attention right now. In any case, foreign countries are also making large investments.
Toshiba Corporation's investment amount is outstanding, but Infineon Technologies's investment amount is no less. So I talk about Infineon Technologies's breakthrough. If you look at their homepage, you can see their bullish attitude from there. This is the actual home page of Infineon Technologies.
This has been translated into Japanese. Sales figures include power semiconductor. Between 2022 and 2023, their sales have increased by 10 million euros. Their sales grew by more than 20% year-on-year.
Moreover, this is a number only for 1Q. This is a chart showing what happens in each quarter. Since building this 300mm wafer line, they have steadily increased production. Their sales are getting higher by the day. They've been steadily increasing their sales lately.
They have been investing since around 2017 and are now enjoying the results. The Europeans were quite generous with their investments, even though they took considerable risks. Even in Japan, where there is a lot of competition, engineers have strengthened their responsiveness from the past. It was also featured on NHK SPECIAL. They decided not only to make power semiconductor, but to "take them with the system."
If you ask me what is "taken by the system", it means that circuit design is also done together. Car designers can entrust their work to Infineon Technologies, which makes it very easy for them to ask for work. Now let's pay attention to what Infineon Technologies's president said. What did CEO JOCHEN HANEBECK say? "Infineon Technologies is doing very well."
I have never heard such a statement at a general meeting of shareholders. “And businesses related to renewable energy generation and infrastructure are growing strongly.” "Although PCs and smartphone have not improved, I am still confident about Infineon Technologies's future." they are doing great. The results of their risk-taking investment were just as predictable.
Now, Infineon Technologies's growth momentum is gaining momentum. Now that I have seen Infineon Technologies, I would like to talk about my position with respect to Japanese companies and Toshiba Corporation. In fact, there are five Japanese companies in the top 10 of the world sales ranking. However, it is no exaggeration to say that Infineon Technologies is leading the way.
As you can see, there are many Japanese flags in the ranking, but please pay attention to the numbers. Even if the second and third places in terms of sales are combined, they cannot reach the first place, Infineon Technologies. For example, Japanese companies No. 4 MITSUBISHI MOTORS CORPORATION, No. 5 FUJI ELECTRIC CO., LTD., and No. 6 Toshiba Corporation have combined sales of $3.645 billion. But Infineon Technologies's sales are even higher. You can imagine how big Infineon Technologies is.
This includes sales of semiconductor other than power semiconductor , but Infineon Technologies is still huge. Now let's talk about Toshiba Corporation's position. How about Toshiba Corporation with which I collaborate? If calculated only with power MOSFETs, Toshiba Corporation is actually closing in on its competitors. This A is probably Infineon Technologies.
Infineon Technologies is still strong. However, Toshiba Corporation is in a good position. Toshiba Corporation is now in a position to aim for third place. In short, the current Toshiba Corporation is at a game time. Otherwise, Toshiba Corporation has no future where they enjoy a monopoly like Infineon Technologies does today. On the other hand, it seems that the Japanese government is also aiming for support and consolidation.
It appears in the newswitch published by the NIKKAN KOGYO SHIMBUN,LTD. . There is the Ministry of Economy, Trade and Industry, Trade and Industry's semiconductor digital industry strategy. WAKABAYASHI, whom I spoke with before, is also participating as an expert. He's definitely an adviser. Here it is written like this.
"The market for power semiconductor is expected to expand significantly." "We believe that Japan needs to maintain its international competitiveness in the future, especially SIC power semiconductor ." "For a considerable investment, we will provide intensive support while considering the content of efforts to procure important parts and materials." And this is the words of another page.
"While the demand for compound semiconductor such as power semiconductor SIC will expand significantly in the future, Japanese companies will probably share the market share among multiple companies." "Let's work together and reorganize within Japan to win out in the intensifying international competition, and improve the competitiveness of power semiconductor in Japan as a whole." The market share in Japan as a whole is over 20%, but individual sales are less than 10%. I was able to see the Ministry of Economy, Trade and Industry's desire to develop companies that can compete globally.
The condition for the subsidy is an investment of 200 billion yen or more. In other words, the Ministry of Economy, Trade and Industry says, "Please make a huge investment now." They go on to say, "However, no single company will be subsidized for its enormous investment." "Companies should work together to create synergies and invest."
This means that the Ministry of Economy, Trade and Industry wants to encourage companies to reorganize. This statement is very likely to be a catalyst for consolidation. I believe that the Japanese government is also aiming to focus on semiconductor. One thing I would like to say here is that the Japanese government is turning its attention to semiconductor.
This is a very happy situation. Currently, many companies and countries invest a lot. By the way, I wonder if it's okay for us to have an investment war. I quote the EETIMES article.
The power semiconductor market will grow to 13,430.2 billion yen in 2035. Since the current semiconductor market is on the scale of 70 trillion yen, it will be quite large. Compared to 2022, the market in 2035 is expected to be five times the current size. The automotive electronics field will lead the way.
By 2030, it is expected to grow into a 10 trillion yen market. Silicon will increase 3.2 times. This is amazing, but the core of next-generation SIC will increase by a whopping 31.1 times. FUJI ELECTRIC CO., LTD.'s increase in production by 50 times is also a convincing number. For non-professional viewers, I will explain what makes SIC semiconductor different from other semiconductor.
SIC semiconductor are colored like this. This is made by Resonac Corporation., ROHM Co., Ltd., etc. So what makes this SIC different from SI? SIC has much less power semiconductor loss than SI. Power semiconductor convert electricity. It becomes heat during conversion, causing a loss of electricity.
However, SIC can greatly reduce the loss. SIC is a harder material than SI. Knoop hardness indicates how hard it is. The number one hardness on the Knoop scale is diamond, which is very hard. And the hardness of SIC is the 4th highest among materials in the world. In short, SIC cannot be cut at all.
It is difficult to process. I will explain what happens when processing is difficult. For example, in processing, such a fixed abrasive is used to flatten or grind the surface. The accuracy of this flatness is 1 μm.
Can you see this flatness? Suppose we have a wafer here. You should be able to see the wafer now. Its flatness is 1 μm.
In short, it requires a tilt of about 1/1000th of a millimeter. There are also other requirements such as a surface roughness of 2 nm. they are like that. In other words, SIC requires severe processing in other processes as well.
For example, there is an ingot from which SIC is pulled, and it is hard. It is of course hard to chip when dicing. Also, for example, the process for producing other semiconductor circuit is difficult. In other words, etching is very difficult. The manufacturing process is the same as SI.
However, SIC manufacturing is forced to use another FAB. This means that another investment will be required. Here, he writes, "Automotive electronics field will drive this." Will the automotive field drive power semiconductor? I mention in-vehicle possibilities. This is PASSO.
Since this is a gasoline car, about 50 power semiconductor are installed. On the other hand, such PHEVs and Electric Vehicle have more than double the number of power semiconductor, and at most 150 are installed. As the performance of automobiles improves, the amount of power semiconductor installed is expected to triple at maximum. I checked the information on the Internet to find out where this power semiconductor is used.
For example, it's a mirror. A motor is used when you fold the mirror. Five power semiconductor are used to control the motor. Brakes are hydraulically operated.
Hydraulic pressure is pushed by a pump, which requires a motor. In other words, 5 power semiconductor are required. Also headlights. You may think that headlights only shine light. Certainly PASSO may be so.
However, luxury cars such as audi have moving headlights. In that case, since it is driven by a motor, 5 power semiconductor are required. Then there is POWER STEERING. POWER STEERING turns the handle. Since the motor assists the power, 5 power semiconductor are required.
In addition, luxury cars are equipped with a spare POWER STEERING when the POWER STEERING is broken. Then you need 5 additional power semiconductor. Next, Electric Vehicle and hybrid vehicles require on-board batteries and large motors. They require precise control.
Each module increases the number of power semiconductor by 30. Power semiconductor are also needed not only for vehicles, but also for stations that supply electricity to Electric Vehicle . Electricity comes from that supply station, so we have to transform it. Since electrical control is required, power semiconductor are required. Power semiconductor are always used in pairs with motors.
And as the shift to Electric Vehicle progresses in the future, the amount of power semiconductor used will continue to increase. I will delve deeper into the problems facing Japan. Some of you may have ordered a car but haven't received it yet. There is a problem that there is a shortage of semiconductor and automobiles cannot be made. I believe that if we can strengthen the supply of semiconductor, the automobile industry will become stronger. I think the Ministry of Economy, Trade and Industry is also thinking about this.
For this diagram, this is the supply chain (SC). This left is the finished car. Japan has about 20% of the market share. This is a module like E-AXLE. Japan also has a share of the market.
Furthermore, regarding inverters, Japan is strong in inverters. Japan also supplies other automakers. The power semiconductor that are used in it are the key. After all, if the supply of power semiconductor is weak, it will cause a decrease in production numbers, and companies will not be able to produce products. Therefore, companies must secure semiconductor.
Companies will need more power semiconductor as vehicles become more electrified and more sophisticated. In other words, the number of completed automobiles changes greatly depending on the number of semiconductor secured. This is true even if we look at past figures. This is the reason why we aim to complete the supply chain in Japan. This is because the Japanese automobile industry has a bitter experience after the corona shock.
There was a gap between the planned production and the planned production due to a shortage of materials. This is a number quoted from SHUKAN DIAMOND. For example, TOYOTA MOTOR CORPORATION. The difference between the planned production volume and the two-year production volume is 379,000 units. Even TOYOTA MOTOR CORPORATION did, I thought.
HONDA MOTOR CO.,LTD. and Nissan Motor Co., Ltd. were terrible. In two years, there was a gap of more than 1 million units from the plan. That means that the two companies could not make about 3 million cars in total. The inability of parts manufacturers to supply parts meant that automakers were unable to move their sites.
Companies cannot make money as long as they keep hiring people. they can be destitute. SUBARU CORPORATION had a gap of 23.5%.
Compared to these, I would like to say TOYOTA MOTOR CORPORATION's procurement power, but several million Japanese-made cars have disappeared in two years. I'm not anti Infineon Technologies . This is what SHUKAN DIAMOND said, not me.
European semiconductor suppliers such as Infineon Technologies gave priority to European companies and did not supply semiconductor to Japanese OEM manufacturers. As a result, there are cases where Japanese companies have been at a disadvantage. Therefore, the importance of a well-developed supply chain for power semiconductor in Japan became clear. Of course, power semiconductor will be driven not only in automotive but also in other markets.
Any place that requires current conversion, such as server demand or green power, is a business opportunity. For example, do servers need power semiconductor? Servers actually consume a lot of electricity. The server has grown tremendously. The reason it's growing is because the information traffic is increasing. For example, the World Cup.
That was distributed in real time on the net, in other words, the information processed by the server was provided to everyone's smartphone. The server market is also growing at a CAGR of 7%. Server runs on DC. In other words, power semiconductor are required to convert from AC to DC. In this way, power semiconductor are actually mounted. This is an image I found on the net.
Electricity usage in 2018 is 476TWh for servers only. This is an obscure number. And this is increasing by 10% every year. We need power semiconductor. There are Sun power generation and wind power generation as green power.
When I went to Germany, there were many windmills. According to information from New Energy and Industrial Technology Development Organization, the European Union will increase green energy more in the future. As this market expands, electricity will be generated by installing wind power generators everywhere, whereas until now a single nuclear power plant was used to generate electricity.
So the energy conversion takes place there. Therefore, more power semiconductor will be required. semiconductor that reduce conversion loss are needed. A HEV has a motor like this, which feeds the battery. Since it performs AC conversion, a semiconductor is required.
Then put it back in the engine motor again. As long as there are motors and power supplies, there will definitely be a market for power semiconductor. This is an indicator of how much market there is for such motors, including power conversion.
Even if we focus only on the motor, about half of the energy is used by the motor. The daily production of motors is about 6 million pieces. Currently, about 10 million motors are produced every day. This means that the same number of power semiconductor will be required. Power semiconductor can increase this efficiency and reduce loss. In short, power semiconductor are semiconductor that control energy.
So what does controlling energy mean, and where is Toshiba Corporation's technology? From the operation of the electric motor, I will explain it. I think it's hard to understand just by saying that power semiconductor are used where there are motors. I will explain along with the movement of the motor. Induction motors run at these frequencies.
In this frequency band, eddy currents are generated like this, and a magnetic field is generated. It's like this for T1, like this for T2, like this for T3, and so on. Passing electricity creates a magnetic field, which in turn creates eddy currents that turn the shaft of the motor.
This is how the motor rotates. This will cycle on and off. The motor turns on and off repeatedly. Power semiconductor perform that control.
If it repeats on and off, it needs switching. There are these power losses when off and when on. Even when it is on, electricity cannot be transmitted seamlessly, and there is a loss of electricity.
There are switching losses when switching on and off. As the motor spins, it cycles on and off very quickly. For example, when you ride a hybrid car, you will hear a high-pitched sound. That's because it goes on and off a lot. That means that a loss occurs when it is turned on and off.
For example, if you want to control this precisely and at high speed. Switching on and off increases switching losses. Control is more precise, but switching losses are doubled. The ideal is a kotatsu switch.
Turn the kotatsu switch on and off repeatedly. The kotatsu conducts electricity seamlessly when it is on. On the other hand, when the kotatsu is off, the resistance is maximized so that it does not conduct electricity. Almost no loss.
The kotatsu switch is ideal. Almost no resistance when on, but maximum resistance when off. One element does it. That seems difficult.
The goal of power semiconductor is to make them as close to kotatsu switches as possible. And about Toshiba Corporation's innovation. Toshiba Corporation is improving the performance of power semiconductor. The eighth generation is a field plate structure and they have revised the structure.
Furthermore, the ninth generation is the current mainstay, but it has become EPI LOW RESISTANCE. This is miniaturized. The 10th generation is miniaturization of cell pitch. And the 11th generation is narrow pitch capacitance reduction.
Such losses are reduced by structure and miniaturization. We cut the ON resistance by 40% in just ten years. Behind the technological innovation lies miniaturization technology.
Please take a look at my past videos about power semiconductor. You can learn why 2nm is difficult and what is good about shrinking. The performance of power semiconductor can actually be improved by miniaturization. As with semiconductor for calculation, the performance of power semiconductor increases with miniaturization. Then why is the performance improved? This can be explained by the number of cash registers.
Ladies and gentlemen, we may go shopping today. Imagine when you go shopping and stand in line at the cash register. Suppose we have a semiconductor like this.
That's how you wait for the cash register to open. However, if there is only one cash register, it will be very crowded. If you only have one cash register, you're stuck. In other words, when the tail is clogged, the resistance increases and the loss increases. However, by miniaturizing this, I make a lot of transistors.
Even if someone is waiting for the cash register, there are plenty of cash registers so you won't be stuck behind. It will flow a lot better. We tend to think that the more resistance we add, the higher the resistance. But consider it easier to handle. Miniaturization means that a very low resistance value can be achieved by making the same structure.
If the on-resistance is lowered, the on-resistance can be lowered. This is the trend of miniaturization. If the number of cells is increased for the same chip size, the switching loss will increase as well. Power semiconductor will make it smaller. This relationship is a trade-off relationship. For example, optimization of structures, shallow trenches and loss of conduction, that is, trade-offs between switching losses are improved using such techniques.
This is Toshiba Corporation's know-how, and I have signed an NDA, so I can't explain in detail. Toshiba Corporation controls the specifications according to product requirements. For example, for specifications with less switching, increase the number of cells. If the specification has many switches, we try to keep the miniaturization moderate. By the way, is it difficult to process power semiconductor? As with chip for computing, power semiconductor are difficult to process. Toshiba Corporation is now building a new 300mm wafer factory.
Most power semiconductor are manufactured on 200mm wafer. A 300mm wafer can get a lot of chip. It's all about the benefits. The area ratio is 2.25 times.
When it comes to chip numbers, they will get more. For example, increasing the number of chip makes it easier to understand. Where a 200mm wafer can take one chip, a 300mm wafer will give them four times as many chip.
The size of the actual chip is much smaller, so it's not the same as this analogy. One of the difficult points in processing is, for example, parallelism. Thus, the larger the value, the more the slope. For large wafer, processing difficulty increases even with the same tilt distortion. However, semiconductor are very thin. It's thickness is measured in microns.
Since it is very thin, it is necessary to position the semiconductor during processing such as chucks. Furthermore, after processing, it is necessary to transport by an automated machine. semiconductor manufacturing equipment will write more and more wafer.
It becomes difficult to transport. The semiconductor manufacturing process has hundreds of steps. Among them are not only positioning and transportation, but also processes where the temperature reaches several hundred degrees.
Higher temperatures cause the wafer to warp even more, making it more difficult to process. As the size increases, wafer cracks and chips are more likely to occur. The risk of breakage of the wafer itself is high.
This control is done by Toshiba Corporation unique production technology capabilities. Of course, miniaturization makes this even more severe. However, Toshiba Corporation has given us a glimpse of the confidence to go with it. Another good thing about Toshiba Corporation is that it has a firm eye on the growing market for power semiconductor. There was a clear strategy to target it.
Toshiba Corporation expressed it with a bubble chart. It's a pretty good framework, so I cite it. The vertical axis is the growth potential of the market. The horizontal axis is the sales match that Toshiba Corporation is aiming for. In short, they passed through the axis to aim here. The nice thing about this document is that you can see the types.
For example, XEV IGBTs like those used in PHEVs are here. Automotive like LV-MOS is here. Here is what is used in non-vehicle power tools. I believe they are also used in vacuum cleaners.
There is also a HV-MOS power supply here. As you can see on the horizontal axis, the market has high growth potential. Diodes, on the other hand, are a technology that even China semiconductor manufacturers can make. It's a big market, but it's already mature and we can't expect further growth.
Pink is new territory. For example, SIC is famous for being used by Tesla, Inc.. It is a highly efficient power semiconductor.
After that, you may have it, but it is an AC adapter like ANKER. There is also a semiconductor called GAN here. CAGR is 67%, so this is growing very much. There are such semiconductor. First of all, they will do well in this new area.
They will develop and expand high-performance markets such as in-vehicle and servers. They have budgeted more than 310 billion yen for research and development. They are serious about this business.
Next, I would like to talk about MOSFETs and IGBTs, which are growing rapidly for automotive and non-automotive applications. Toshiba Corporation positions this market as the most focused market. The market here is large and the growth rate is high at 5 to 10%.
In addition, they will build a new FAB for 300mm wafer . They want to take the market share here uprooted. Toshiba Corporation is confident in the production capacity of the new 300mm wafer fab. This is the production capacity of Toshiba Corporation's existing chemical plants. This is the first line. They are actually expanding the 300mm wafer fab next to the existing building.
It's not automated here. However, new production will be automated with a transport device. It seems that their production capacity will more than double at once, more than 2.5 times. Construction of the new building is Toshiba Corporation's trump card. Based on increased production, they intend to seize the market. They plan to increase their respective market share by 2-3%.
The good thing about Toshiba Corporation is that it has a bird's-eye view of the market. they were very cool. about their business. I cannot touch the bottom on this point. The good point of Toshiba Corporation is in each information of the Internet.
It may be inconvenient for FUJI ELECTRIC CO., LTD., MITSUBISHI MOTORS CORPORATION, and I to mention those company names. I looked at the homepages of various power semiconductor manufacturers in Japan. However, Toshiba Corporation has released an auxiliary one, an evaluation board, and the content is very fulfilling. They support not only schematics but also layouts and gerbers on the net. You can't say that in a video.
However, because Toshiba Corporation does this kind of thing, other companies seem to imitate it. Toshiba Corporation has a stance of pioneering the market as the leader of the cutting team. Of course, they also provide individual support where appropriate. I looked at the websites of Japanese competitors, but Toshiba Corporation is the most abundant and they are focusing on it. In summary, Toshiba Corporation has internal synergies and trains as a department. We made our own SIC semiconductor and installed them in the train.
In other words, they have the know-how and technical capabilities. And they will continue to cultivate them through research and development. In the field of high-performance semiconductor, they will compete evenly with global competitors. And they calmly analyzed the market with bubble charts. As a result of their analysis, they intend to increase their share of sales in the market by selecting and concentrating on areas where they can grow.
In addition, they have made some of the best factory investments in the country. It's a 300mm wafer. Being the first in Japan, they will seize the market with their supply capacity to meet future demand. Bottom line, Toshiba Corporation is ready. This is how they invest and prepare.
This is Toshiba Corporation's semiconductor business, which supports infrastructure and lifestyles. Toshiba Corporation is currently recruiting engineers. It seems that they don't mind if the engineer is from a different field. they are very generous. And Toshiba Corporation doesn't care about the work history of engineers in mass production factories. Even if you were an engineer in a completely different field, please come to Toshiba Corporation.
They say that even people outside of their field should feel comfortable applying. I have a message from HR. By all means, please apply from the summary column.
Furthermore, Toshiba Corporation has a training system in place, as I touched on in past videos. They put so much effort into their training that they even created a dedicated web page. And they have many training programs. As a small business owner, I am very envious. "You can take over 100 courses for free, and we'll help you learn your skills, too."
"Please appeal this point." "We are second to none." they said yes. they are in the mood Why don't you all go to a growing industry? SIC is 31 times the market.
"We will succeed in this." "We are the biggest investor in Japan, so please come to Toshiba Corporation." "Please leave power semiconductor to Toshiba Corporation."
That's all for the explanation. Thank you for watching, everyone. One thing I think about Toshiba Corporation is that they want one VC strategy that stands out. Their business is also working hard. And the person in charge is also confident and seconded to the America.
They seem to be working hard in the America as well. That is also important. However, I wanted to hear the details of the sales strategy.
Also, I would have liked an explanation as to whether or not they would choose to do the circuits separately. Of course, they are calmly analyzing the market. I have visited various companies, but there is no bubble chart that far.
There are almost no companies that rely on frameworks like that. Maybe they have good consulting behind them. They were pretty calm. The moment I saw that PowerPoint, I was quite impressed.
Their power was quite high. I want this VC strategy. Even without that, I was very impressed with the confidence of each person in charge at Toshiba Corporation. They are pretty confident in the semiconductor they sell. I think it's a sign of that. They take pride in saying, "We make good things."
They really think so. And technical ability. In terms of ON resistance, they can compete evenly with overseas competitors. They are self-proclaimed. Really, I think it would perform better. So, this time it was about power semiconductor.
How have you all been? In addition to semiconductor, this channel deals with machine tools and FA. And I also deal with automotive related information. I think I will be the SEMICON Japan ambassador again this year. I would like to meet people who can come to SEMICON Japan there.
Nice to meet you. If you work in the manufacturing industry, please subscribe to the channel and support this channel. If you think Toshiba Corporation, one of Japan's eight major electronics companies, can do its best, please give it a like.
So, before the next video introduction, please take a look at the sponsor video. Manufacturing man Channel is still looking for sponsors. The banner can be displayed for 300,000 yen once. I told my client about it yesterday as well.
"Can you afford 300,000 yen?" "Please say that quickly." I was told them "Even a newspaper headline like this costs about 300,000 yen, but it was more effective than that." A lot of customers came and some people talked like that. Ladies and gentlemen, please consider it.
So, I am looking for sponsors. If you are interested, please contact us from the summary column or email us. We are waiting for you, so please take care of us. The next time is undecided. Probably Panasonic Corporation's feature.
I'm wrapping up Panasonic Corporation right now. I love Kounosuuke Matsushita. Also, I'm from Panasonic Corporation. I compare Panasonic Corporation with 8 major electronics companies, that is, 7 other companies. I think this will be a good video. Everyone, please look forward to it.
It's been a long road, but thank you all for joining us. See you in the next video. See ya.
A word from YOSHIKAWA. Everyone, thank you for watching the video until the end today. Toshiba Corporation is currently recruiting engineers. If you are interested, please check the summary column. See you all in the next video.
see you.
2023-07-05 04:06
