"The rapid development of the semiconductor industry is leading to the new wave of the global scientific and technological revolution and industrial changes. The silicon carbide plays a vital role in the development of the global new energy industry. It is an important breakthrough in my country in the global semiconductor industry competition pattern The key. "Recently, Liu Sheng, an academician of the Chinese Academy of Sciences, professor of Wuhan University, and chief scientist of Archimedia, said at the 2024 silicon carbide power device manufacturing and application test conference. 

   It is understood that silicon carbide is mainly used in the four major application areas of functional ceramics, high -grade refractory materials, abrasives and metallurgical raw materials. Silicon carbide coarse materials can  be supplied in large quantities, and high -tech nano -grade silicon carbide powder is mainly used in the solar photovoltaic industry , Engineering processing materials for semiconductor industry and voltage crystal indus try. The main analysis of this article is the nano -grade silicon carbide powder and related power devices with high technical content.

   At present, the global semiconductor prosperity is gradually pushing back, and the storage chips, semiconductor eq  uipment, and third -generation semiconductor industries such as continuous industrial chain are constantly. As one of   the third -generation semiconductor representative products. In recent years, with its unique characteristics, it has become popular in applications such as new energy vehicles. Essence Recently, the hot spots of silicon carbide market have continued, among which there are no shortage of semiconductors, Yingfei Ling, San'an Optoelectronics, Rommpeed, Wolfspeed, etc.

Summarize the strategic industry in the middle of the year, and the market size continues to expand

  Semiconductor and silicon carbide have always been the high -tech industry that the state focuses on. Starting from the "Thirteenth Five -Year Plan", the development of advanced semiconductors has been clearly written into the plan. After the "Fourteen Five -Year Plan", a series of promotional policies were introduced around the new generation of semiconductor, silicon carbide and other materials. After 2020, various support policies have been introduced across the country, and the third -generation semiconductor industry headed by silicon carbide will be the strategic planning industry.

   In recent years, China's silicon carbide industry has developed rapidly, and the market size has continued to expand. At present, the silicon carbide industry chain mainly includes substrate, extension, device design, wafer manufacturing, module packaging, with the third -generation semiconductor material as the core, mainly used in new energy vehicles, photovoltaic and other fields. The upstream of the industrial chain is silicon carbide substrate and extension. The midstream is the design and manufacturing of silicon carbide devices and modules, and the downstream involves multiple high -end applications.

   According to IHS data, the main application scenarios in the silicon carbide include EV, Fast Charging Pile, UPS Power (Communication), Photovoltaic, Rail Transit, and Aerospace Military Industry.

  According to a report issued by the China Research Institute, the market size of China's silicon carbide extension equipment in 2023 was about 1.307 billion yuan, and it is expected to increase to 2.686 billion yuan by 2026.

  According to the data from Yole, the world -renowned market research company, the scale of global carbonized power device markets in 2018 was US $ 420 million, the scale increased to US $ 564 million in 2019, and in 2021 was $ 1 billion. In the future, with the development of electric vehicles, power batteries and power supply and solar energy, the silicon carbide device market will grow further and rapidly, especially the driver of electric vehicles and power batteries. It is estimated that in 2024, the global silicon carbide device market size will increase to US $ 2 billion, and the compound growth rate from 2018 to 2024 is close to 30%.

   Directly promoted by automotive applications, especially in terms of EV main inverters, the silicon carbide market has grown at a high speed.

   According to data disclosed by TrendForce, in 2023, the market size of global carbide carbon -based power devices was approximately US $ 3.04 billion. In the past two years, the market size of silicon carbide power devices has grown rapidly. According to TrendForce expectations, as of 2026, the market size of silicon carbide power elements is expected to reach US $ 5.33 billion, and its mainstream applications still rely on electric vehicles and renewable energy, of which electric vehicles can reach US $ 3.98 billion.

  "At present, after two to three years of development of silicon carbide, China's capacity release is very large. The demand for silicon carbide materials on the market and the supply of silicon carbide materials have already appeared. It has also gradually increased and gradually became the mainstrea

   With the growth of technological progress and market demand, the silicon carbide industry will usher in a broader development space. Cao Zhiping, Executive Vice President of the Semiconductor Semiconductor and President of China, said that the vigorous promotion and development of electric vehicles will greatly promote the application of silicon carbide devices in cars.

  At the end of last year, Yu Chengdong, the executive director of Huawei, said that the Zhijie S7 was equipped with the new Huawei "Giant Whale" 800V silicon high -pressure battery platform, which can achieve a 5 -minute battery life of 215km.

  It is foreseeable that in the future, as the penetration rate of silicon carbide devices increases, the market size is expected to continue to expand, and silicon carbide car on the car is the general trend.

“The semiconductor empowerment of renewable energy and the promotion of carbon neutralization will all become important applications for silicon carbide. With the development of electric vehicles, a large amount of charging piles need to be used, which also requires a large amount of silicon carbide and related power devices. At the same time, the development of renewable energy such as wind and solar energy has increased the demand for power devices such as photovoltaic inverters, energy storage inverters, and providing very good application scenarios for silicon carbide. In addition, power storage and ultra -high -voltage transmission of power supply will also become very good application scenarios for silicon carbide. "Cao Zhiping said.

The gap is large, and independent high -end products need to break through urgently

From the perspective of the global industrial structure, the three -footed brand of silicon carbide brand Mei, Europe, and Japan stands. The high -tech threshold has led to the monopoly of the third -generation semiconductor material market. Domestic silicon carbide products are mainly concentrated in the low -end market.

From the perspective of the global industrial structure, it is roughly the same as the global silicon carbide area. At present, the global leading brands of silicon carbide are distributed in the three major areas of the United States, Europe, and Japan. Among them, the United States is unique in the world, accounting for 70%-80%of global silicon carbide output, and US Wolfspeed's share of 60%in the carbide wafer market. Europe has a complete silicon substrate, extension, device, and application industry chain. It has a strong right to speak in the global power electronics market. Japan is an absolute leader in equipment and module development.

Although the global silicon carbide device market has begun to take shape, there are still many common problems in the field of silicon carbide power devices that need to be broken. High difficulty in process, immature technology of high -pressure silicon carbide device, and device packaging cannot meet the needs of high -frequency and high temperature applications. There is still a certain gap between global silicon carbide technology and industrial distance, and to a certain extent, the pace of expansion of the silicon carbide device market has been restricted.

The high -tech threshold has led the third -generation semiconductor material market to be occupied by Japan, the United States and Europe, and domestic enterprises are mainly 4 inches in silicon carbide substrate. In recent years, domestic companies have achieved mass production of 4 -inch substrates, and have developed 6 -inch conductive silicon carbide substrates and high -purity semi -insulated silicon carbide substrates. Shandong Tianyue, Tianke Heida, Hebei Tongguang, and Zhongke Energy Conservation have completed the development of the 6 -inch substrate. China Power Science and Technology has successfully developed a 6 -inch and a half -insulation substrate. Among them, Shandong Tianyue, Tianke Heida, and Hebei Tongguang form an independent technical system on silicon carbide single -crystal base.

From the perspective of products, domestic silicon carbide products are mainly concentrated in low -end markets. Production technology such as high -grade grinding and precision electronic components such as high -grade grinding powder, precision electronic components, etc., are also monopolized abroad. Lack of high -end technical products on silicon carbide deep processing products, the quality management of granularity sand and microfream products is not fine enough, the product quality is not enough, and the technical content is low. Compared with the advanced level of developed countries such as the United States, Japan, Europe, There is a large gap. Western developed countries are engaged in the early production and production of this product, rich experience, and product indicators ahead of our country. At the same time, due to the long product verification cycle and the difficulty of product technology barriers, it is difficult for domestic products to enter the international market. In the end, silicon carbide belongs to developing products and has large market demand, but its process is immature and the standards are in a low development state.

Silicon carbide devices have outstanding performance advantages, clear application scenarios, and active investment in top and downstream leading enterprises in the industrial chain. At present, the market penetration rate is still low. The reason is subject to the two major barriers of high manufacturing costs and low -tech maturity.

"In addition to packaging technology, silicon carbide manufacturing is still difficult. Silicon carbide manufacturing is far from mature production technology like silicon -based semiconductor. explain.

Chen Tong, chairman of Taico Tianrun, said that the hidden cost of silicon carbide is relatively high, which means that it is immature for a long time, which is also the pain point of current existence.

"But immature needs to be developed, tried and error, and need to solve problems." Chen Tong said, "To stabilize the device and solve the hidden cost of downstream customers, it is the biggest challenge."

Experts said that with the improvement of the technological level of domestic silicon carbide enterprises and the expansion of production capacity, domestic alternatives will become an important trend in the development of the industry. Domestic enterprises will gradually reduce their dependence on imported silicon carbide and increase their self -sufficiency rate. With the continuous efforts and innovation of domestic enterprises, the gap is gradually narrowing. At the same time, domestic enterprises also have certain advantages in terms of market size and production costs. In the future, with the further development of technology and the continuous expansion of the market, China's silicon carbide industry is expected to occupy a more important position in the international market.

One after another, layout of silicon carbide 8 inches

   New energy vehicles, 5G communications, data centers, and photovoltaic applications have driven demand, and the size of the silicon carbide market has begun to outbreak. Against this background, global silicon -related manufacturers are constantly seeking cooperation to ensure the supply chain system and expand production capacity to meet market demand.

   On July 2nd, San'an Optoelectronics stated on the interactive platform that the subsequent expansion of the Hunan San'an project will produce 8 -inch silicon carbide products. At present, the 8 -inch silicon carbide substrate has begun to produce production. The 8 -inch silicon carbide chip is expected to be in December Investment.

  "From January to the present this year, more and more practitioners know that silicon carbide is 6 inches to 8 inches. It is the largest thing in the entire silicon carbide industry chain in the next three years.

  According to industry forecasts, the next year's 6-inch products will decrease between 5%-8%each year, and 8-inch products will decrease larger, which can reach 10%. If the 8 -inch expansion is smooth, the price of silicon carbide will continue to decline in the future. At that time, cutting in will become an enterprise preferred. However, if the 8 -inch expansion is not smooth, it only rely on 6 inches, and the price may be maintained or rising. It is foreseeable that in the future, 8 inches will usher in a war.

"Whether it is 6 inches or 8 inches, it is a good strategy to choose suitable for enterprise development." Xia Yushan said.

  According to the statistics of global semiconductor observation, the Sicrystal of the Rom Group and the new semiconductor semiconductor signing agreement to expand the supply of silicon carbide substrate; Century Jinxin signed a silicon carbide lining order with Japanese customers; Signed a partner memo with Ying Fei Ling in the future, the latter will provide the former with power semiconductor devices such as silicon carbide; global semiconductor testing and aging equipment supplier AEHR's FOX-NPSICMOSFET polyo-wafer test and aging system Order; Axcelis delivered multiple batches of ion injection equipment ...

  Judging from the content of the signing, there are many orders locked 8 -inch capacity supply. In recent years, the silicon carbide industry has transformed from 6 -inch to 8 -inch. According to reports, the international 8 -inch wafer manufacturing has moved on the eve of the output. Domestic manufacturers have more manufacturers to have mass production capacity, and the industrial chain has further improved and mature maturity. 

   Internationally, the 8 -inch wafer production time of overseas companies such as Wolfspeed, Yingfei, Bosch, and onsemi concentrated in the second half of 2024 to 2026.

   In terms of domestic manufacturers, although there is still a certain time difference with international manufacturers in mass production time, the two large manufacturers of Tianyue Advanced and Tiankeda have successfully entered the top ten lists of global conductive carbon silicon base materials markets. Single, Sky Domain Semiconductor is in a leading position in silicon carbide extension.

  From the recent technological research and development dynamic point of view, a Keyou Semiconductor signed a strategic cooperation agreement with Russia's N company in March this year to carry out the project cooperation of "eight -inch silicon carbide perfect seed crystals", which will greatly reduce the microtubility of 8 -inch silicon crystals, Patients such as misunderstanding. Century Jinxin, Qinghe Sepye Cendang and other companies have also said that they have made breakthroughs in the development of key technology in 8 -inch silicon carbide.

  At the same time, in addition to the continuous occurrence of orders, silicon carbide related projects are in full swing. According to incomplete statistics, there are more than a total of more than a total of more than ten silicon carbide related projects ushered in construction, putting production, ceiling, etc., involving industrial chain links such as substrates, devices and modules Advanced, Hanmin Group, Mocaida, Han salary technology, Yifeng Technology, Dingli Technology, Aili Technology and other companies.

   From the perspective of investment amount, the San'an Semiconductor Semiconductor Project with a total investment of about 30 billion yuan and the Changfei Advanced Wuhan Base Project with a total investment of more than 20 billion yuan have attracted market attention.

Cooperate to help, build a benign industry ecology

With the development of the industry, silicon carbide companies will face more development opportunities. Through the upstream and downstream collaboration, merger and reorganization of the industrial chain, build a benign industrial ecology, optimize the allocation of resources, and improve the concentration of the industrial is an inevitable trend of future development.

Since last year, the silicon carbide industry has been hot and has serious domestic rolls, especially the device and other links under the background.

"I think 'Volume' is a very good thing, indicating that the industry is really industrialized. If one day the entire silicon carbide industry de -silicon -based silicon -based market capacity and volume "

"Breaking the new, 'volume' is a good, I care more about the new word. I think the so -called 'new' is innovation. A new height was rolled out on the process of silicon carbide characteristic process. "Li Shiqun said.

In Zhang Chunchun's opinion, enterprises need innovation, including technological innovation, system innovation, and industrial ecology innovation, which is reflected in how to cooperate between upstream and downstream enterprises.

Chen Tong pointed out that the biggest problem with silicon carbide is to replace another industrial chain with one industrial chain, that is, the entire industrial chain of the year of the year, the entire industrial chain, the entire industrial chain. This is an ecological development. Essence Chen Tong said: "Embracing new enterprises and new technologies, innovation and collaboration can the industry be more tough."

"We have done a lot of work that supports the localization of equipment, such as measuring equipment, such as extension equipment, etc., and do a lot of trial and error. Next The opportunity for trial and error, device factories and manufacturing plants will also give the material factory a chance to try and error.

In addition, one of the ways to rush out of the inside is "going to the sea".

Pan Yaobo believes that in the face of the competition of foreign heads when "going to sea", the core is his own products. Pan Yaobo said: "In 2022, we began to send samples to foreign countries. After several months of testing, our performance was better than foreign heads companies. At a percentage, foreign customers choose our main supplier, and it has continued to the present. "

Li Shiqun also said that from the perspective of domestic equipment manufacturers, going to sea is inevitable. The ceiling of integrated circuits in the Chinese market has been seen. Both equipment and enterprises will definitely go to sea.

“I understand two ways to go out to sea: on the one hand, we must dare to go to sea, use our domestic materials, domestic equipment, and domesticized enterprises to make qualified domestic chips. On the other hand, as the Chinese industrial chain is bigger and stronger, it really rely on its own products. China has enough industrial foundation and product environment to push my country's good products and good solutions overseas. This is an inevitable path. "Li Shiqun said.

Zhang Chunchun said that at a certain stage of enterprises, some differentiation and shuffling will inevitably occur, and the industry needs to be integrated at this stage.

“For example, mergers and integration, if it is a healthy enterprise ecology, also encourages mergers and integration between enterprises to form an industry leader. In addition, if the silicon carbide wants to go out to sea, we hope to form a win -win situation between a country and the country, and abandon the extreme thinking that I will win. "Zhang Chunchun said.

Most temptation, new energy vehicle opportunities

The high -speed development of new energy vehicles has strongly promoted the application of silicon carbide power devices, especially in the requirements of EV main inverters, so that the silicon carbide market increases at a high speed. Although the domestic silicon carbide chip "get on the car" has just started, there are many blocks and difficulties, but the difficulty of silicon -resistant silicon -resistant companies have "lift their feet" and "run sprint"。

It is understood that silicon carbide plays a key role in the power electronic system of electric vehicles and hybrid vehicles. Silicon carbide devices are mainly used in inverters, DC-DC converters, vehicle chargers and other components. They can work at higher voltages and temperatures, and they are more efficient and better. As the demand for electric vehicles and hybrid vehicles increases, the market demand for silicon carbide products is still increasing.

At present, silicon carbide is used in the field of optical storage. Domestic silicon carbide chips have just started in domestic car companies. There are bottlenecks in large -scale introduction of main drivers, and there are many blocks and difficulties in "getting on the car".

Zhang Chunchun pointed out that at present, the challenges faced by the miniaturization of carbonized devices mainly involve manufacturing processes, thermal management, and packaging technology.

From the perspective of Liu Guoyou, deputy director of the National Key Laboratory of Power Semiconductor and Integrated Technology, Liu Guoyou, Deputy Director of the National Key Laboratory of Power Semiconductor and Integrated Technology, and the Deputy Dean of the Microbi Academy of Microbiography of the Chinese Academy of Vehicle, in the view of the manufacturing of silicon carbide device process, people rarely pay attention to the control of defects. In fact, the improvement and stability of defect control in the power semiconductor are critical.

Pan Yunbin, CEO of Jingneng Microelectronics, believes that the blocking point is nothing more than two problems, quality and cost. "There is still a certain gap between the quality of domestic chips and imported devices, and the price may be more expensive than imported. But it must be used. Only during the use process can we continue to optimize the products and polish high -quality products." Pan Yunbin Binbin Binbin Binbin can be polished. "Pan Yunbin Binbin Binbin can be polished." explain.

"Geely has been introduced to domestic silicon carbide chips in large quantities since last month. This month, it has also increased, which has been able to see the dawn for domestic device manufacturers." Pan Yunbin revealed.

Yuan Feng, chairman of Xinlian Dynamics, said that there is still a long way to go to Chinese automotive semiconductor. At present, all international companies use China as an important expansion market. China also needs a silicon carbide enterprise as a bond to connect Chinese car companies, component companies and downstream application companies to use technological innovation and integratedization. To reduce costs and efficiency, it truly makes global competitiveness in the field of new energy vehicles.

“When it is not the most important import of domestic replacement, in another year or two, our technical level and production capacity can be completely used in the new energy car owner drive. At the same time, as the price continues to decline, the quality continues to improve, and the continuous expansion of production capacity, the domestic alternative of the main drive chip has begun, but the amount has not yet risen. In my opinion, silicon carbide industry is a good track in China, and it is likely to dominate the international supply chain and market. In this case, international enterprises and domestic enterprises need a strong combination to develop better. "Zhang Chunchun said.

“Because of the strong correlation between space and battery interaction, it will definitely bring a gradual replacement of silicon carbide. In my opinion, this replacement window period is from this year to next year, and will take off in the next year. "Wu Xun, chief marketing officer of Zhan Electronic.