In recent years, the Guoxin Energy The market size of the charging pile industry has maintained a growth trend, and the market size has increased from 7.2 billion yuan in 2017 to 41.87 billion yuan in 2021, with a compound annual growth rate of 42.2%. With the unexpected growth of new energy vehicles, the charging pile industry chain is expected to usher in the wind. According to the data of the charging alliance, it is estimated that the market size of charging piles in China will exceed 100 billion yuan in 2023.
Up to now, the mainstream DC charging pile in China is still the 400V standard. According to the forecast of the China Charging Alliance, the number of domestic DC charging piles is expected to increase from 470,000 in 2021 to 2.19 million in 2025. Considering the gradual application of high-voltage DC fast charging in the industrial end, we expect that the number of 800V DC charging piles will increase from 3,000 in 2021 to 80,000 in 2025, and the number of 400V DC charging piles will increase from 46.7 in 2021. million units to 2.11 million units in 2025. The power of 400V DC charging piles is mostly 60KW, and the proportion of DC charging piles of 120KW and above is still small. At the same time, the current mainstream charging modules are 20kW and 30kW, of which 20kW modules occupy most of the market capacity.
(1) Assume that the power of all current 400V DC charging piles is 60kW, and the power of 800V DC charging piles is 120kW. (2) Assume that all 400V charging posts use Wolfspeed's 20kW charging module model CGD15HB62LP, which uses a 1200V/62m third-generation SiC MOSFET (C3M0065100K) and driver. According to the technical specification of this module, each module needs to use 10 SiC MOSFETs. Since this SiC MOSFET product adopts a single-chip structure, each SiC MOSFET contains only 1 SiC chip. (3) Assuming that all 800V charging piles use Wolfspeed’s 30kW charging module model C3M0075120K, this model uses 1200V/75m third-generation SiC MOSFETs, requires about 12 SiC MOSFETs, and it uses a multi-chip structure, each The chip size is 3.3mmx3.3mm. According to Wolfspeed data, each MOSFET consists of 96 SiC chips connected in parallel. (4) Assume that one 6-inch wafer corresponds to about 600 SiC chips. We estimate that by 2025, the number of SiC wafers required for domestic charging piles will reach 329,000.