BYD Semiconductor (IGBT & SiC Power Chips)
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BYD
Overview
In-house automotive power-semiconductor business supplying the IGBT modules and silicon-carbide (SiC) MOSFETs used in BYD's electric-drive inverters and onboard chargers, giving BYD's EVs a vertically integrated power-electronics stack that most rivals still buy from third parties (Infineon, STMicro, etc.). Also supplies chips externally to other automakers.
China's leading automotive IGBT supplier; revenue has grown more than 5x since 2021 as BYD ramps wafer-fab capacity toward roughly 60,000 wafers/month by 2026 across new 200mm lines and a strategic 300mm facility in Chengdu, while pushing further into SiC devices to close the technology gap with players like Infineon.