晶盛机电12英寸SiC中试线通线

Core Insights - Jing Sheng Mechanical's subsidiary, Zhejiang Jing Rui SuperSiC, has successfully launched its first 12-inch silicon carbide (SiC) substrate pilot line, achieving full self-research and 100% localization of equipment from crystal growth to processing and testing [1][3] - This development marks a significant advancement for the company, transitioning from a "follower" to a "leader" in global SiC substrate technology, entering a new phase of efficient intelligent manufacturing [1][3] Industry Overview - SiC is recognized as a core representative of third-generation semiconductor materials, characterized by high voltage resistance, high frequency, and high efficiency, with applications in new energy vehicles, smart grids, and 5G communications, as well as emerging applications in AR devices and advanced packaging [3] - The production capacity of 12-inch SiC substrates is approximately 2.5 times greater than that of 8-inch products, significantly reducing unit costs in crystal growth, processing, and polishing, which is seen as a crucial pathway for cost reduction and efficiency improvement in downstream applications [3] Company Developments - The newly established pilot line encompasses the entire process from crystal processing, cutting, thinning, chamfering, grinding, polishing, cleaning, to testing, utilizing domestically produced equipment and self-developed technology [3] - Key equipment such as high-precision thinning machines, chamfering machines, and double-sided precision grinding machines have been developed by the company over many years, achieving industry-leading performance metrics [3] - With this development, the company has established a complete closed loop for 12-inch SiC substrates, effectively addressing the critical equipment bottleneck risk and providing new cost and efficiency benchmarks for the downstream industry [3]