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Power Systems\u4e0eOdyssey Semiconductor\u76f8\u7ee7\u5ba3\u5e03\u5012\u95ed\u3001\u7834\u4ea7\u3002<\/p>\n<p>\u540c\u6837\u5730\uff0cGaN\u5934\u90e8\u5382\u5546\u4e5f\u9762\u4e34\u66f4\u8fdb\u4e00\u6b65\u53d1\u5c55\u4ee5\u53ca\u957f\u8fdc\u7acb\u8db3\u7684\u96be\u9898\uff0c\u4e8e\u662f\u6709\u4e86GaN Systems\u5e76\u5165\u529f\u7387\u534a\u5bfc\u4f53\u5927\u5382\u82f1\u98de\u51cc\uff08Infineon\uff09\uff0cTransphorm\u5e76\u5165\u5168\u7403\u534a\u5bfc\u4f53\u82af\u7247\u5927\u5382\u745e\u8428\u7535\u5b50\uff08Renesas\uff09\uff0cOdyssey Semiconductor\u5e76\u5165Power Integrations\uff08PI\uff09\u3002<\/p>\n<figure class=\"alignnone no-info-img\"><img decoding=\"async\" src=\"https:\/\/img.cnledw.com\/wp-content\/uploads\/2024\/08\/\u5e76\u8d2d.png\" alt=\u6c2e\u5316\u9553\u4ea7\u4e1a\u5e76\u8d2d\u6848\u4f8b\"\" \/><figcaption style=\"display: none;\"><\/figcaption><\/figure>\n<p>\u867d\u7136\u6ca1\u6709\u51fa\u73b0\u4ea7\u80fd\u8fc7\u5269\u6216\u6076\u6027\u4ef7\u683c\u6218\u7b49\u73b0\u8c61\uff0c\u4f46GaN\u529f\u7387\u534a\u5bfc\u4f53\u5e02\u573a\u663e\u7136\u4e5f\u8fdb\u5165\u4e86\u4e00\u8f6e\u6d17\u724c\u8c03\u6574\u671f\u3002\u4ece\u5e76\u8d2d\u3001\u5012\u95ed\u7834\u4ea7\u6848\u53ef\u89c1\uff0c\u672a\u6765\u80fd\u591f\u9a70\u9a8bGaN\u201c\u6c99\u573a\u201d\u7684\u5b9a\u662f\u5177\u5907\u8fc7\u786c\u7efc\u5408\u7ade\u4e89\u529b\u7684\u5382\u5546\uff0c\u8fd9\u5176\u5b9e\u5bf9\u4e8eGaN\u4ea7\u4e1a\u800c\u8a00\u5229\u5927\u4e8e\u5f0a\uff0c\u56e0\u4e3a\u4f18\u52bf\u8d44\u6e90\u7684\u4e0d\u65ad\u96c6\u4e2d\u6709\u5229\u4e8e\u63a8\u52a8\u6280\u672f\u52a0\u5feb\u4ea7\u4e1a\u5316\uff0c\u5b9e\u73b0\u91cf\u4ea7\u5e94\u7528\u3002<\/p>\n<p>\u5728\u4f9b\u5e94\u94fe\u8d44\u6e90\u5927\u6574\u5408\u4e4b\u9645\uff0c\u5382\u5546\u7684\u6280\u672f\u6c89\u6dc0\u4e0e\u9879\u76ee\u5f00\u53d1\u8fdb\u5c55\u4e5f\u5230\u4e86\u4e00\u4e2a\u65b0\u7684\u9636\u6bb5\uff0c\u968f\u4e4b\u800c\u6765\u7684\u4fbf\u662fGaN\u6280\u672f\u9010\u6b65\u4ece\u91cf\u5230\u8d28\u7684\u6539\u53d8\u3002<\/p>\n<p>\u636e\u96c6\u90a6\u5316\u5408\u7269\u534a\u5bfc\u4f53\u4e86\u89e3\uff0c\u7ecf\u8fc7\u51e0\u5e74\u7684\u6280\u672f\u50a8\u5907\uff0cGaN\u76f8\u5173\u5382\u5546\u76ee\u524d\u5728\u6d88\u8d39\u7535\u5b50\u589e\u91cf\u5e02\u573a\u3001\u7535\u52a8\u6c7d\u8f66\u3001\u5149\u50a8\u5145\u3001\u6570\u636e\u4e2d\u5fc3\u7b49\u5e02\u573a\u90fd\u53d6\u5f97\u4e86\u66f4\u591a\u5b9e\u8d28\u6027\u7684\u8fdb\u5c55\uff0c\u5e76\u9010\u6b65\u6536\u83b7\u6210\u679c\u3002<\/p>\n<figure class=\"alignnone no-info-img\"><img decoding=\"async\" src=\"https:\/\/img.cnledw.com\/wp-content\/uploads\/2024\/08\/\u6574\u4f53\u5e03\u5c40_\u526f\u672c-628x1024.png\" alt=\"\u6c2e\u5316\u9553\u5382\u5546\u5e02\u573a\u5e03\u5c40\" \/><figcaption style=\"display: none;\"><\/figcaption><\/figure>\n<p>\u4ee5\u6c7d\u8f66\u548c\u65b0\u80fd\u6e90\u5e94\u7528\u4e3a\u4f8b\uff0c\u7eb3\u5fae\u534a\u5bfc\u4f53\uff08Navitas\uff092023\u5e74\u9488\u5bf9\u8f66\u8f7dOBC\u53ca\u8def\u8fb9\u5145\u7535\u6869\u573a\u666f\u5f15\u5165\u65b0\u7684GaNSafe\u2122\u6280\u672f\uff08\u914d\u5408\u5176SiC\u6280\u672f\uff09\uff0c\u622a\u81f3\u4eca\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u7eb3\u5fae22kW\u8f66\u8f7d\u5145\u7535\u673a\uff08OBC\uff09\u65b9\u6848\u5df2\u670915\u4e2a\u5ba2\u6237\u9879\u76ee\u5728\u63a8\u8fdb\u81f3\u8bc4\u5ba1\u9636\u6bb5\uff0c\u5176\u9884\u8ba1\u7535\u52a8\u6c7d\u8f66\u9886\u57df\u5c06\u57282025\u5e74\u5e95\u83b7\u5f97\u9996\u6279\u7531GaN\u6280\u672f\u5e26\u6765\u7684\u6536\u5165\u3002<\/p>\n<p>\u5728\u592a\u9633\u80fd\/\u50a8\u80fd\u5e02\u573a\uff0c\u7eb3\u5fae\u6b64\u524d\u5df2\u6253\u5165\u7f8e\u56fd\u524d\u4e94\u5927\u592a\u9633\u80fd\u8bbe\u5907\u5236\u9020\u5546\u4e2d\u4e09\u5bb6\u7684\u4f9b\u5e94\u94fe\uff0c\u622a\u81f3\u4eca\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u7eb3\u5fae\u5df2\u67096\u4e2a\u76f8\u5173\u7684\u5ba2\u6237\u9879\u76ee\u63a8\u8fdb\u81f3\u8bc4\u5ba1\u9636\u6bb5\uff0c\u9884\u8ba1\u5c06\u4e8e\u660e\u5e74\u5728\u7f8e\u56fd\u5b9e\u73b0GaN\u57fa\u5fae\u578b\u9006\u53d8\u5668\u7684\u91cf\u4ea7\u3002<\/p>\n<p>\u56fd\u5185\u5382\u5546\u4e2d\uff0c\u9553\u672a\u6765\uff08GaNext\uff09\u5b9e\u73b0\u4e86\u56fd\u4ea7GaN\u7a81\u7834\u5149\u4f0f\u5fae\u9006\u5e02\u573a\uff0c\u5176\u96c6\u6210\u578bCascode 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Blackwell\u5e73\u53f0\u5c06\u4e8e2025\u5e74\u6b63\u5f0f\u653e\u91cf\uff0c\u53d6\u4ee3\u65e2\u6709\u7684Hopper\u5e73\u53f0\uff0c\u6210\u4e3aNVIDIA\u9ad8\u7aefGPU\uff08\u56fe\u5f62\u5904\u7406\u5668\uff09\u4e3b\u529b\u65b9\u6848\uff0c\u5360\u6574\u4f53\u9ad8\u7aef\u4ea7\u54c1\u8fd183%\u3002\u5728B200\u548cGB200\u7b49\u8ffd\u6c42\u9ad8\u6548\u80fd\u7684AI Server\u673a\u79cd\uff0c\u5355\u9897GPU\u529f\u8017\u53ef\u8fbe1,000W\u4ee5\u4e0a\u3002<\/p>\n<p>\u9762\u5bf9\u9ad8\u6da8\u7684\u529f\u7387\u9700\u6c42\uff0c\u6bcf\u4e2a\u6570\u636e\u4e2d\u5fc3\u673a\u67dc\u7684\u529f\u7387\u89c4\u683c\u5c06\u4ece30-40kW\u63a8\u9ad8\u81f3100kW\uff0c\u5bf9\u4e8e\u6570\u636e\u4e2d\u5fc3\u7535\u6e90\u7cfb\u7edf\u6765\u8bf4\u6311\u6218\u6781\u5927\uff0c\u800cGaN\u4e0e\u6db2\u51b7\u6280\u672f\u7684\u7ed3\u5408\uff0c\u5c06\u6210\u4e3a\u63d0\u5347AI \u6570\u636e\u4e2d\u5fc3\u80fd\u6548\u7684\u5173\u952e\u3002<\/p>\n<p>\u82af\u7247\u529f\u8017\u7684\u5927\u5e45\u4e0a\u5347\u9700\u8981\u670d\u52a1\u5668\u62e5\u6709\u66f4\u9ad8\u7684\u529f\u7387\u5bc6\u5ea6\u548c\u6548\u80fd\uff0cGaN\u80fd\u591f\u964d\u4f4e\u635f\u8017\u3001\u63d0\u9ad8\u529f\u7387\u5bc6\u5ea6\uff0c\u5df2\u88ab\u89c6\u4e3aAI\u6570\u636e\u4e2d\u5fc3\u4f18\u5316\u80fd\u6e90\u6548\u7387\u7684\u5173\u952e\u6280\u672f\u4e4b\u4e00\uff0c\u5438\u5f15\u4e86\u82f1\u98de\u51cc\u3001\u5fb7\u5dde\u4eea\u5668\uff08TI\uff09\u3001\u7eb3\u5fae\u3001\u82f1\u8bfa\u8d5b\u79d1\u3001Transphorm\u3001\u80fd\u534e\u5fae\u3001\u6c2e\u77fd\u79d1\u6280\u3001\u9553\u672a\u6765\u7b49\u5927\u6279GaN\u73a9\u5bb6\u52a0\u5165\u5e03\u5c40\u9635\u5217\u3002\u5176\u4e2d\uff0c\u7eb3\u5fae\u548c\u82f1\u98de\u51cc\u5747\u516c\u5e03\u4e86AI\u6570\u636e\u4e2d\u5fc3\u7535\u6e90\u6280\u672f\u8def\u7ebf\u56fe\uff0c\u8868\u660e\u62a2\u5360\u8be5\u5e02\u573a\u5236\u9ad8\u70b9\u7684\u51b3\u5fc3\u3002<\/p>\n<figure class=\"alignnone no-info-img\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/img.cnledw.com\/wp-content\/uploads\/2024\/08\/\u82f1\u98de\u51ccAI\u7535\u6e90\u8def\u7ebf\u56fe.png\" alt=\"\u82f1\u98de\u51ccAI\u6570\u636e\u4e2d\u5fc3\u7535\u6e90\u6280\u672f\u8def\u7ebf\u56fe\" \/><figcaption style=\"display: none;\"><\/figcaption><\/figure>\n<p style=\"text-align: center;\">\u82f1\u98de\u51ccAI\u6570\u636e\u4e2d\u5fc3\u7535\u6e90\u8def\u7ebf\u56fe<\/p>\n<p>\u82f1\u98de\u51cc\u878d\u5408Si\u3001SiC\u4ee5\u53caGaN\u7684\u72ec\u7279\u4f18\u52bf\uff0c\u5df2\u63a8\u51fa\u8f93\u51fa\u529f\u7387\u4e3a3 kW\u548c3.3 kW\u7684PSU\uff0c8 kW PSU\u9884\u8ba1\u5c06\u4e8e2025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e0a\u5e02\uff0c\u5168\u65b08 kW PSU\u652f\u6301\u6700\u9ad8\u8f93\u51fa\u529f\u7387\u8fbe300 kW\u6216\u4ee5\u4e0a\u7684AI\u673a\u67b6\u3002\u4e0e3 kW PSU\u768432 W\/in3 \u76f8\u6bd4\uff0c\u5176\u6548\u7387\u548c\u529f\u7387\u5bc6\u5ea6\u63d0\u5347\u81f3100 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Fast\u78b3\u5316\u7845\u6280\u672f\u4ee5\u53ca\u7eb3\u5fae\u4e13\u7528\u8bbe\u8ba1\u4e2d\u5fc3\u5df2\u8bbe\u8ba1\u5b8c\u62104.5kW CRPS\uff0c\u5b9e\u73b0\u4f20\u7edf\u7845\u89e3\u51b3\u65b9\u6848\u4e24\u500d\u4ee5\u4e0a\u529f\u7387\u5bc6\u5ea6\u3002\u5728\u6b64\u57fa\u7840\u4e0a\uff0c\u7eb3\u5fae7\u6708\u53d1\u5e03\u5168\u65b0\u7684CRPS185 4.5kW AI\u6570\u636e\u4e2d\u5fc3\u670d\u52a1\u5668\u7535\u6e90\u65b9\u6848\uff0c\u529f\u7387\u5bc6\u5ea6\u8fbe137W\/in3\uff0c\u6548\u7387\u8d8597%\u3002<\/p>\n<figure class=\"alignnone no-info-img\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter\" src=\"https:\/\/img.cnledw.com\/wp-content\/uploads\/2024\/08\/\u7eb3\u5faeAI\u7535\u6e90\u8def\u7ebf\u56fe.png\" alt=\"\u7eb3\u5faeAI\u7535\u6e90\u8def\u7ebf\u56fe\" width=\"503\" height=\"283\" \/><figcaption style=\"display: none;\"><\/figcaption><\/figure>\n<p style=\"text-align: center;\">\u7eb3\u5faeAI\u6570\u636e\u4e2d\u5fc3\u7535\u6e90\u8def\u7ebf\u56fe<\/p>\n<p>\u7eb3\u5fae\u900f\u9732\uff0c3.2kW\u548c4.5kW\u7535\u6e90\u65b9\u6848\u5df2\u6709\u8d85\u8fc760\u4e2a\u6570\u636e\u4e2d\u5fc3\u5ba2\u6237\u9879\u76ee\u6b63\u5728\u7814\u53d1\u4e2d\uff0c\u9884\u8ba1\u5c06\u57282024-2025\u5e74\u95f4\u4e3a\u7eb3\u5faeGaN\u548cSiC\u7684\u8425\u6536\u5e26\u6765\u6570\u767e\u4e07\u7f8e\u5143\u7684\u589e\u957f\u3002\u636e\u96c6\u90a6\u5316\u5408\u7269\u534a\u5bfc\u4f53\u8fdb\u4e00\u6b65\u4e86\u89e3\uff0c\u7eb3\u5fae\u9884\u8ba1\u7528\u4e8eAI\u6570\u636e\u4e2d\u5fc3\u7535\u6e90\u65b9\u6848\u6709\u671b\u4e8e\u5e74\u5e95\u5b9e\u73b0\u5c0f\u6279\u91cf\u751f\u4ea7\u3002<\/p>\n<p>\u9762\u5bf9AI\u670d\u52a1\u5668\u5174\u8d77\u521b\u9020\u7684\u5546\u673a\uff0cGaN\u5382\u5546\u663e\u7136\u52a0\u5feb\u4e86\u6b65\u4f10\u3002\u9664\u4e86\u82f1\u98de\u51cc\u548c\u7eb3\u5fae\u4e4b\u5916\uff0c\u5176\u4ed6\u5382\u5546\u4e5f\u5728\u901a\u8fc7\u5404\u81ea\u7684\u53d1\u5c55\u8def\u7ebf\u95f7\u58f0\u8c0b\u5927\u4e8b\uff0c\u5982TI\u3001EPC\uff08\u5b9c\u666e\u7535\u6e90\u8f6c\u6362\uff09\u3001\u80fd\u534e\u5fae\u3001\u9553\u672a\u6765\u3001\u6c2e\u77fd\u79d1\u6280\u7b49\u3002<\/p>\n<p>TI\u65e9\u57282021\u5e74\u4fbf\u4e0e\u5168\u7403\u6700\u5927\u7684\u670d\u52a1\u5668\u7535\u6e90\u4f9b\u5e94\u5546\u53f0\u8fbe\uff08\u5e02\u5360\u7387\u8fd15\u6210\uff09\u5c31\u6570\u636e\u4e2d\u5fc3\u670d\u52a1\u5668\u7535\u6e90\u8fbe\u6210\u5408\u4f5c\uff0c\u57fa\u4e8e\u5176GaN\u6280\u672f\u548cC2000\u2122 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GaN\u4ea7\u54c1\u4e5f\u5df2\u7ecf\u9001\u6837\u77e5\u540d\u670d\u52a1\u5668\u7535\u6e90\u5382\uff0c\u6b63\u5728\u8fdb\u884c\u53ef\u9760\u6027\u8bc4\u4f30\u3002<\/p>\n<figure class=\"alignnone no-info-img\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/img.cnledw.com\/wp-content\/uploads\/2024\/08\/AI\u670d\u52a1\u5668\u7535\u6e90\u5e03\u5c40_\u526f\u672c-570x1024.png\" alt=\"\u6c2e\u5316\u9553\u5382\u5546AI\u670d\u52a1\u5668\u7535\u6e90\u5e03\u5c40\" \/><figcaption style=\"display: none;\"><\/figcaption><\/figure>\n<p><strong>\u4eba\u5f62\u673a\u5668\u4eba<\/strong><\/p>\n<p>\u4e8b\u5b9e\u4e0a\uff0c\u4e0d\u6b62AI\u6570\u636e\u4e2d\u5fc3\u670d\u52a1\u5668\uff0c\u66f4\u591a\u65b0\u5174\u5e02\u573a\u6b63\u5728\u4e3aGaN\u4ea7\u4e1a\u6ce8\u5165\u6d3b\u529b\uff0c\u5982\u4eca\u5e74\u53d1\u5c55\u4e00\u6837\u5982\u706b\u5982\u837c\u7684\u4eba\u5f62\u673a\u5668\u4eba\u7b49\u7535\u673a\u9a71\u52a8\u4ea7\u4e1a\u3002<\/p>\n<p>\u4eba\u5f62\u673a\u5668\u4eba\u7684\u7cfb\u7edf\u4e3b\u8981\u7531\u4f20\u611f\u7cfb\u7edf\u3001\u63a7\u5236\u7cfb\u7edf\u3001\u7535\u673a\u7cfb\u7edf\u4ee5\u53ca\u7535\u6c60\u7cfb\u7edf\u56db\u90e8\u5206\u6784\u6210\uff0c\u800cGaN\u7684\u201c\u7528\u6b66\u4e4b\u5730\u201d\u5305\u62ec\u6fc0\u5149\u96f7\u8fbe\u7cfb\u7edf\u3001\u7535\u673a\u63a7\u5236\u5668\u3001DC-DC\u8f6c\u6362\u5668\u53ca\u7535\u6c60BMS\u3002\u5176\u4e2d\uff0c\u7535\u673a\u9a71\u52a8\u626e\u6f14\u5173\u952e\u89d2\u8272\u3002<\/p>\n<p>TrendForce\u96c6\u90a6\u54a8\u8be2\u7814\u7a76\u663e\u793a\uff0c\u7531\u4e8e\u81ea\u7531\u5ea6\u6025\u5267\u4e0a\u5347\uff0c\u4eba\u5f62\u673a\u5668\u4eba\u5bf9\u7535\u673a\u9a71\u52a8\u5668\u7684\u9700\u6c42\u91cf\u5927\u5e45\u589e\u52a0\uff0c\u4e3a\u4e86\u83b7\u5f97\u66f4\u9ad8\u7684\u7206\u53d1\u529b\uff0c\u9700\u8981\u914d\u7f6e\u9ad8\u529f\u7387\u5bc6\u5ea6\u3001\u9ad8\u6548\u7387\u3001\u9ad8\u54cd\u5e94\u7684\u7535\u673a\u9a71\u52a8\u5668\uff0c\u800cGaN\u80fd\u591f\u6ee1\u8db3\u8fd9\u4e9b\u9700\u6c42\uff0c\u8fd8\u53ef\u4ee5\u5728\u70ed\u7ba1\u7406\u3001\u7d27\u51d1\u8bbe\u8ba1\u7b49\u65b9\u9762\u63d0\u9ad8\u4eba\u5f62\u673a\u5668\u4eba\u7684\u6574\u4f53\u6027\u80fd\uff0c\u4f18\u5316\u6574\u4f53\u8bbe\u8ba1\u3002<\/p>\n<p>\u636e\u6089\uff0c\u897f\u95e8\u5b50\u3001\u5b89\u5ddd\u7535\u673a\u3001Elmo\u7b49\u5df2\u7ecf\u5728\u673a\u5668\u4eba\u7535\u673a\u4e2d\u5bfc\u5165\u4e86GaN\u6280\u672f\uff0c\u800cGaN\u4ea7\u4e1a\u94fe\u4e5f\u6b63\u6469\u62f3\u64e6\u638c\u3002\u636e\u96c6\u90a6\u5316\u5408\u7269\u534a\u5bfc\u4f53\u4e86\u89e3\uff0cTI\u3001EPC\u3001Transphorm\u3001\u82f1\u8bfa\u8d5b\u79d1\u3001\u7eb3\u5fae\u3001\u80fd\u534e\u5fae\u7b49\u6b63\u5728\u63a8\u52a8GaN\u4e8e\u7535\u673a\u9a71\u52a8\u9886\u57df\u7684\u5e94\u7528\u3002\u5176\u4e2d\uff0cTransphorm\u5df2\u4e3a\u5b89\u5ddd\u7535\u673a\u7684\u65b0\u578b\u4f3a\u670d\u7535\u673a\u63d0\u4f9b\u4e86GaN FET 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