- Output jumps amid push to localize key auto chips
- Company expands capacity and moves into new applications
Geener Microelectronics (晶能微电子), a power semiconductor unit backed by Geely Holding Group, reported first-quarter output growth of more than 300% from a year earlier, highlighting rising demand for domestically produced chips used in electric vehicles.
Power semiconductors, often described as the “control units” of electric drivetrains, regulate energy conversion and distribution in vehicles.
The technology has long been dominated by suppliers such as Infineon Technologies and onsemi, with local suppliers historically accounting for less than 20% of the market.
Founded in 2022 and majority-backed (43%) by Geely’s technology arm, Geener has benefited from close integration with the automaker’s vehicle platforms, as China’s electric vehicle boom drives demand for localized supply chains.
The company focuses on a combined design-and-manufacturing approach, developing silicon carbide (SiC) modules tailored to Geely’s motor systems while building automated production lines to address yield challenges associated with advanced materials.
Geener said deliveries of its insulated gate bipolar transistors (IGBT) and SiC modules exceeded 100,000 units each in 2025, and it is targeting annual SiC module capacity of 600,000 units, supported by three manufacturing bases in Hangzhou, Jiaxing and Wenzhou.
IGBTs and SiC MOSFETs are both types of power semiconductors, with IGBTs dominating in high-voltage, medium-frequency applications like electric vehicle traction inverters, while SiC (silicon carbide) devices are a newer, more efficient wide-bandgap technology that enables higher switching frequencies and thermal performance.
Beyond automotive applications, the firm is exploring use of its semiconductor technologies in areas such as robotics and low-altitude aviation, as competition intensifies among domestic chipmakers seeking to reduce reliance on overseas suppliers.
