2026-02-04 14:21:50
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The deep integration of China's electrical component industry with the new energy industry is leveraging core devices such as power semiconductors, magnetic components, optocouplers, and thin-film capacitors as technological fulcrums, fully embedding them into key scenarios such as photovoltaic (PV) inverters, energy storage systems, electric vehicle (EV) electronic control, and charging piles. Driven by the '14th Five-Year Plan' and the 'Guiding Opinions on High-Quality Development of the Energy Electronics Industry' issued by the Ministry of Industry and Information Technology, the industry is accelerating its upgrade towards high reliability, intelligence, and greenification. By 2025, the market size of magnetic components for PV energy storage inverters is expected to reach RMB 11.4 billion, and the value of electronic components per new energy vehicle is expected to exceed RMB 1,000. Driving component enterprises such as Hongfa Shares, Farad Electronics, as well as CATL, BYD, and Huawei, have formed a stable supply chain. Third-generation semiconductor materials such as silicon carbide and gallium nitride are rapidly penetrating into electronic control systems, optocouplers are achieving high-voltage isolation and anti-interference control, and thin-film capacitors support high-efficiency energy conversion, building an integrated and collaborative ecosystem of 'devices-systems-scenarios'. The industry has shifted from single supporting components to system-level innovation, promoting the simultaneous improvement of new energy consumption capacity and grid resilience, becoming a key material foundation for achieving the 'dual carbon' goals.