Byd Company Limited(002594) , Geely, Hyundai, GAC and Xiaopeng have all released models equipped with 800V high-voltage platform, and even some car enterprises have set the mass production time point in 2022. Wolfspeed, II-VI and other global silicon carbide material manufacturing enterprises have arranged large-scale capacity expansion plans and are moving towards 8 inches. However, at present, silicon carbide materials are still in short supply. Due to the impact of core shortage, China also has a situation of silicon carbide substrate capacity in short supply.
Silicon carbide (SIC) is a wide band gap compound semiconductor material composed of carbon and silicon. It has the characteristics of large band gap, high thermal conductivity, high critical breakdown field strength and high electron saturation drift rate. It is widely used in new energy vehicles, photovoltaic, industrial control and other fields to realize efficient management of electric energy in power electronic equipment. With the increasing demand for fast charging, electric vehicles gradually transition to 800V architecture, and the penetration of silicon carbide accelerates.
According to the theme database of financial Associated Press, among the relevant listed companies:
Roshow Technoiogy Co.Ltd(002617) silicon carbide substrate can be applied in both vehicle enterprises and photovoltaic field. A strategic cooperation agreement was signed with Dongguan Tianyu to reserve at least 150000 silicon carbide substrate production capacity for 2022, 2023 and 2024, binding the company’s production capacity in the next three years.
Sanan Optoelectronics Co.Ltd(600703) two silicon carbide diodes have passed the on-board certification and sent samples to industry benchmark customers. They are in the stage of small batch production. The industrial grade silicon carbide MOSFET products have been sent to customers for verification, and the vehicle specification grade products are cooperating with a number of vehicle enterprises to do film design and testing.
(Financial Associated Press)
