DKEM(SZ:300842) 半导体行业观察·2025-06-13 00:46Core Viewpoint - The article emphasizes the revolutionary impact of silicon carbide (SiC) and sintered silver technology in enhancing the performance of power semiconductors, particularly in electric vehicles (EVs) and renewable energy applications. The combination of these technologies is crucial for overcoming key challenges such as range and fast charging in EVs, thereby accelerating their market adoption [1][10]. Group 1: Sintered Silver Technology Overview - Sintered silver technology is a new lead-free chip interconnection method that utilizes micron-sized silver particles sintered below 300°C to achieve high-temperature resistance and thermal conductivity [4]. - The technology has evolved since the late 1980s, transitioning from laboratory research to widespread industrial application, driven by advancements in process optimization and material performance [5]. - The core mechanism of sintered silver technology is atomic diffusion, which allows for strong connections at relatively low temperatures, ensuring good electrical and thermal conductivity while maintaining mechanical strength [6]. Group 2: Advantages of Sintered Silver in Power Semiconductors - Sintered silver technology supports high operating temperatures, making it suitable for high-frequency, high-voltage, and high-temperature power modules, effectively transferring heat and maintaining stability in harsh environments [8]. - It offers significantly higher thermal conductivity (over 200 W/m·K) compared to traditional lead-based solders (30-50 W/m·K), enhancing power density in compact applications [8]. - The high melting point of silver (961°C) prevents common fatigue effects seen in solder connections, thus improving reliability in demanding applications such as aerospace and automotive electronics [8]. Group 3: Application in Electric Vehicles - Sintered silver is primarily used in main drive inverters of electric vehicles, with three packaging types: TPAK, HPD, and DCM [11]. - The application of sintered silver technology can enhance overall system efficiency by 8%-12%, allowing vehicles to travel further on the same amount of energy or consume less energy over the same distance [13]. - It significantly improves the reliability and stability of components under extreme conditions, reducing the likelihood of failures in critical systems like battery management and motor controllers [13]. Group 4: Market Potential and Industry Dynamics - The global market for sintered silver in electric vehicles is projected to reach approximately 20 billion yuan by 2030, with the value per vehicle estimated between 300 to 1000 yuan [22]. - Currently, the sintered silver market is dominated by foreign companies, highlighting a gap in domestic production capabilities that could hinder the development of SiC and other power semiconductors [22]. - Wuxi Dike Electronic Materials Co., Ltd. (DKEM®) is positioned as a leading supplier of high-performance electronic pastes, focusing on the development of automotive-grade sintered silver products to meet diverse application needs [22][43].