民德电子：广芯微电子月产能提升至4万片

Core Insights - The core focus of the news is on the capacity progress, product structure, and market competitiveness of Guangxin Microelectronics, a subsidiary of Mindray Electronics, which has attracted institutional attention [1]. Group 1: Capacity Progress - Guangxin Microelectronics has a planned capacity of 100,000 pieces per month for 6-inch silicon-based power devices, currently in a healthy expansion phase [3]. - Production is expected to increase from 6,000 pieces per month at the beginning of 2025 to 40,000 pieces per month by the end of 2025, representing a nearly sixfold growth within one year, exceeding market expectations [3]. Group 2: Product Structure - The main products that have already entered mass production include: - MOS Field Effect Transistors (MFER, 45V-200V) with a monthly output of approximately 12,000 pieces [3]. - Vertical Double Diffused MOSFETs (VDMOS, 60V-2,000V) with a monthly output of about 26,000 pieces, focusing on high-voltage products in the range of 900V-1,700V and high-reliability low-voltage products between 60-200V [3]. - The company has a rich reserve of new products, including: - Transient Voltage Suppressor Diodes (TVS) and high-value 1,200V ultra-high voltage SmartMOS, which are in small batch production [3]. - Significant progress has been made on the 700V high-voltage BCD products, expected to release capacity in 2026 [3]. - Collaboration with Chip Microtech on the 1,200V back-side laser annealed ultra-thin IGBT products is ongoing, with engineering sample testing in progress [3].