Silan(SH:600460) 半导体芯闻·2025-04-08 10:33Core Viewpoint - The company is accelerating the development and mass production of SiC chip technology, focusing on enhancing production capacity and expanding into high-end markets such as electric vehicles and renewable energy [1][2]. Group 1: SiC Chip Production Progress - The company has established a monthly production capacity of 9,000 pieces of 6-inch SiC MOS chips as part of the "Shilan Minggan 6-inch SiC power device chip production line" project [1]. - The company has successfully shipped 50,000 units of electric vehicle main motor drive modules based on its self-developed second-generation SiC-MOSFET chips, receiving positive feedback from customers [1]. - The development of the fourth-generation planar gate SiC-MOSFET technology has been completed, with performance indicators nearing those of trench gate SiC devices [1]. Group 2: Future Production Plans - The "Shilan Jihong 8-inch SiC power device chip production line" project is also progressing, with the 8-inch mini line achieving successful trial production of second-generation SiC chips, showing higher yield rates compared to the 6-inch products [2]. - The main plant and other buildings for the 8-inch line have been fully capped, with purification renovations underway, aiming for full production by Q4 2025 to meet the growing automotive SiC market by 2026 [2]. Group 3: Strategic Initiatives - The company plans to implement an "integrated" strategy, increasing investments in analog circuits, power semiconductors, MEMS sensors, and third-generation compound semiconductors like SiC and GaN [2]. - The company aims to enhance product value and brand strength while expanding into mid-to-high-end markets such as automotive, renewable energy, industrial, communications, large home appliances, and power electronics [2].