材料汇·2025-11-19 12:56Core Viewpoint - The article discusses the silicon carbide (SiC) industry, highlighting its performance advantages, application areas, new growth drivers, market potential, domestic substitution, and related companies, emphasizing the increasing demand driven by the renewable energy sector and emerging industries like AI and electric vehicles [2][3]. Group 1: Overview of Silicon Carbide - Silicon carbide (SiC) is a wide bandgap semiconductor material known for its high voltage resistance, thermal conductivity, and low switching losses, making it suitable for applications in renewable energy, AI server power supplies, and aerospace [2][4][16]. - The evolution of semiconductor materials is categorized into three generations, with SiC being part of the third generation, which meets the growing demands for high power, high voltage, and high frequency electronic devices [12][16]. Group 2: Application Areas of Silicon Carbide - SiC is primarily used in electric vehicle inverters, which are critical for energy conversion and efficiency optimization, with increasing voltage requirements from 650V to over 1200V to enhance vehicle performance [23][26]. - The thermal conductivity of SiC is significantly higher than that of silicon, allowing devices to operate at higher temperatures and improving their lifespan, which is crucial for the demanding conditions in electric vehicles [26][29]. Group 3: New Growth Drivers for Silicon Carbide - The demand for SiC is expected to grow in chip packaging due to the increasing power requirements of AI GPUs, with Nvidia's GPU power rising from 700W to 1400W, necessitating better thermal management solutions [73][74]. - SiC is anticipated to play a vital role in data centers, addressing challenges related to power density and energy consumption, as the market for data centers is projected to grow significantly from $31.95 billion in 2024 to $98.76 billion by 2035 [87][88]. Group 4: Market Potential of Silicon Carbide - The market for SiC is expanding rapidly, with the number of new SiC vehicle models in China increasing from 45 in 2023 to 47 in 2024, indicating a trend towards broader adoption across various vehicle price segments [34][35]. - The penetration of SiC in the electric vehicle market is expected to rise significantly, with projections suggesting it could exceed 20% by 2025 as the technology becomes more mainstream [38]. Group 5: Domestic Substitution of Silicon Carbide - The article highlights the ongoing efforts in China to develop domestic SiC production capabilities, which are crucial for reducing reliance on foreign suppliers and enhancing the competitiveness of local companies in the semiconductor market [2][5]. Group 6: Related Companies - Several companies are actively involved in the SiC market, focusing on various applications such as electric vehicles, data centers, and renewable energy systems, with significant investments being made to enhance production capabilities and technological advancements [2][3].