The global madness to reduce carbon and boost the demand for electric vehicles (EVs) has also caused various Electronic parts factories in Japan to increase the production of EV parts to seize EV business opportunities. Amplify to 5 times current.

Nikkei reported on the 15th that various electronic parts factories in Japan have accelerated their investment in EV-related parts production. Among them, Rohm plans to invest 60 billion yen in the next five years, which will increase the production capacity of SiC power semiconductors for EVs to five times the current level. .

Fuji Electric will invest about 120 billion yen to expand the production capacity of factories in Japan and abroad and increase the production of power semiconductors; Toshiba plans to invest about 80 billion yen by the end of 2023 to increase power semiconductor production capacity by 30%; Nippon Electric Nidec will spend 200 billion yen to build a new plant for EV drive motors in Europe.

The report pointed out that Rohm leads the research and development of silicon carbide (SiC) power semiconductors, holds a 20% market share in the global SiC power semiconductor market, and ranks with Infineon and STMicroelectronics as one of the world’s major suppliers. After its production capacity is expanded to 5 times, the global market share is expected to increase to 30%. The semiconductor materials produced by Rohm are also used in Tesla’s EV inverters in the form of an auto parts factory.

According to reports, the increase in the production of EV-related parts by Japanese factories is mainly due to the introduction of carbon reduction policies in various countries around the world, which has boosted EV demand. According to a trial calculation by Boston Consulting Group (BCG), the proportion of electrified vehicles such as EVs in global new vehicle sales is expected to rise from 10% in 2020 to 31% in 2025.

According to a survey report released by the Japanese market research agency Fuji Keizai on June 5, 2020, the global power semiconductor market is expected to expand to 4,265.2 billion yen in 2030, which will be higher than that in 2019 (2,914.1 billion yen). ) surged 46.4%.

Among them, the global market size of silicon carbide (SiC) power semiconductors is expected to expand to 200.9 billion yen in 2030, which will be 4.6 times that of 2019 (43.6 billion yen); the market size of gallium nitride (GaN) products is estimated to be 23.2 billion yen, which will be 12.2 times that of 2019 (1.9 billion yen).