晶升股份：让碳化硅告别“盲盒生长”｜沪市新质生产力巡礼

Core Viewpoint - The development of an 8-inch resistive silicon carbide (SiC) single crystal furnace by the company addresses the challenges of "blind box growth" in SiC crystal production, enhancing visibility and control over the growth process, which is crucial for reducing costs and improving yield [1][3][5]. Group 1: Technology and Innovation - The new 8-inch SiC single crystal furnace incorporates a visualization detection system, allowing real-time monitoring of the growth process, which helps in adjusting parameters like power and pressure to maintain control over crystal growth [1][3]. - The company has transitioned from a single heater to a multi-heater layout in the furnace design, improving the controllability of temperature gradients during the crystal growth process [2][3]. - The company has successfully reduced the minimum growth power from 30kW-40kW to below 25kW, balancing the challenges of high temperature and low pressure required for SiC growth [3]. Group 2: Market Potential and Demand - The global SiC device market is projected to grow to $8.906 billion by 2028, driven by increasing demand in sectors such as electric vehicles, photovoltaic inverters, rail transit, and 5G communications [1]. - The company’s 8-inch SiC single crystal furnace is expected to facilitate the commercial mass production of SiC substrates, which are critical for semiconductor devices, thereby reducing reliance on imported materials [5]. Group 3: Production and Capacity - The first batch of 8-inch SiC crystal growth equipment was delivered in July, marking the beginning of mass delivery processes [4]. - The company’s production capacity is expected to reach approximately 1,400 units annually after the completion of its new production and R&D center, which is set to be operational in the fourth quarter of this year [4]. Group 4: Industry Position and Strategy - The company has established itself as a key supplier for major domestic silicon wafer manufacturers and SiC substrate producers, leveraging its expertise in high-temperature, high-vacuum crystal growth equipment [5]. - The company aims to continue innovating and expanding its product line, including the development of SiC epitaxy and cutting equipment, to enhance its competitive position in the semiconductor materials equipment market [5].