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SiC收入破10亿!芯联集成等企业披露业绩
行家说三代半· 2025-04-29 09:59
插播: 5月15日,"电动交通&数字能源SiC技术应用及供应链升级大会"活动将在上海举办, 三菱电机、意法半导体、Wolfspeed、三安半导 体、天科合达、元山电子、大族半导体、香港大学、长飞先进、宏微科技、利普思、昕感科技、国扬电子、国基南方、芯长征、合盛新材料、国 瓷功能材料等将出席本次会议,点击文章底部"阅读原文"即可报名参会。 近期,芯联集成、 斯达半导体及快克智能公布了最新业绩,同时披露了其碳化硅业务进展,详情如下: 芯联集成: 2024年,实现营收65.09亿,同比增长22.25%,归母净利润大幅减亏超50%。 值得关注的是,碳化硅业务收入为 10.16亿元 ,同比增长100%以上,占总营收的15.6%。 4月28日晚,芯联集成发布2024年全年及2025年第一季度业绩公告。报告期内,业绩实现持续增长: 快克智能:2024年营收超9.45亿,银烧结设备与英飞凌、博世、比亚迪等展开合作。 芯联集成: SiC收入达10.16亿 碳化硅业务收入为10.16亿元,同比增长100%以上。 斯达半导体: IGBT单管、SiC 模块等其他产品的收入约为2.7亿元, 自主车规级芯片批量装车。 已在多家国内外 O ...
电动车“马力渴望”之下,国产车规级“烧结银”扩充朋友圈
Core Viewpoint - The recent launch of the new L6 model by Zhiji Automotive, a subsidiary of SAIC Group, highlights a significant breakthrough in the new energy vehicle (NEV) industry, particularly through the use of conductive silver paste from Dike Co., Ltd. for its key feature, the "instant intelligent control" sunshade [1] Group 1: Industry Developments - The introduction of Dike's silver paste for automotive applications marks the beginning of a potential growth phase for automotive-grade products, especially in the silver material electronic business [1] - The demand for silicon carbide (SiC) power semiconductor modules is increasing, with projections indicating that SiC will become a major selling point for domestic NEVs by 2025 [1][3] - The penetration rate of SiC in domestic NEVs is expected to exceed 26% by the first half of 2024, with both international and domestic companies experiencing significant growth in shipments [3] Group 2: Material Insights - Silver materials are gaining traction in high-power electronic modules due to their superior electrical and thermal conductivity compared to copper, leading to a rapid increase in their usage [3] - The high operating temperatures and switching frequencies of SiC chips necessitate advanced packaging materials, with sintered silver providing excellent thermal and electrical conductivity [4] - The global market for sintered silver is currently dominated by foreign companies, with significant reliance on imports for high-cost automotive electronic raw materials [2][4] Group 3: Company Performance - Dike Co., Ltd. has recently achieved IATF 16949 certification, which is expected to accelerate the adoption of its sintered silver and other materials in NEV applications [5] - Financial data indicates that Dike is projected to achieve a revenue of 15.351 billion yuan in 2024, representing a year-on-year increase of 59.85%, while net profit attributable to the parent company is expected to decline slightly by 6.6% [6] - The company has successfully transitioned from the photovoltaic sector to automotive power electronics, leveraging its expertise in micro-nano silver powder technology [6][7] Group 4: Future Outlook - Dike's strategy includes reducing silver content in its products to lower costs, with plans to produce copper-based solutions that maintain compatibility with existing technologies [8][9] - The anticipated mass application of high-copper paste in TOPCon batteries by the second half of 2025 could further enhance Dike's profitability and market position [9]
烁科晶体:与广纳四维等达成AR眼镜合作
行家说三代半· 2025-04-24 03:57
三菱电机、Wolfspeed、三安半导体、天科合达、元山电子、大族半导体、香港大学、 长飞先进、宏微科技、利普思、国基南方、芯长征、合盛新材料等将出席本次会议,点击文章底 部 "阅读原文" 即可报名参会。 今日,广纳四维在官微宣布,他们已与 烁科晶体 、国家纳米智造产业创新中心 正式签署战略合作协议, 共同推动碳化硅刻蚀衍射光波导产品的研发与量产 。 此次合作,三方将 围绕碳化硅基底刻蚀制备衍射光波导镜片的核心技术攻关与量产落地展开深度协同 , 共同推动 AR 眼镜产业链关键环节的国产化进程,加速消费级 AR 产品普及。 插播: 5月15日,"电动交通&数字能源SiC技术应用及供应链升级大会"活动将在上海举办, 具体来看,碳化硅的价值链贯穿此次战略合作的全流程,三方的紧密合作分工明确、优势互补: 未来,烁科晶体、广纳四维和国纳智造产业链之间的深度合作与协同,将加速技术转化,有望令碳化硅AR 眼镜在轻量化、高清显示与成本控制等多方面实现质的飞跃,加速开启消费级AR的"千元时代"。 加入碳化硅大佬群,请加微信:hangjiashuo999 烁科晶体:作为高品质碳化硅基底等原材料的供应商, 在国内率先实现碳化硅材料 ...
格力电器:SiC装机量突破100万台
行家说三代半· 2025-04-23 10:23
插播: 英 诺 赛 科 、 能 华 半 导 体 、 致 能 半 导 体 、 京 东 方 华 灿 光 电 、 镓 奥 科 技 等 已 确 认 参 编 《 2024-2025 氮 化 镓 ( GaN ) 产 业 调 研 白 皮 书 》 , 参 编 咨 询 请 联 系 许 若 冰 (hangjiashuo999)。 4月22日,据" 第一财经"消息, 格力电器 2025年第一次临时股东大会 首次在其 珠海 碳化硅 芯片工厂举 行。据称,由该工厂生产的 碳化硅 功率芯片在家用空调中的装机量已经 突破100万台 。 当前, "碳化硅+白色家电"组合已成趋势, "行家说三代半"梳理发现,近年来已有不少家电企业在碳化硅 领域进行布局,赢得先机: 早在 2024年11月,格力电器就对外 透露,公司正在积极导入 碳化硅芯片 等技术,推动旗下全系列产品 节能升级—— 时任格力电器党委书记、董事的张伟(据22日公告,张伟已被聘任为格力电器总裁)表示,"我们通过第 三代半导体碳化硅芯片研发,推动格力全系列产品节能升级。目前芯片已经 大批量 应 用 在空调产品 中,使得芯片的工作温度降低10℃,运作效率提升超0.5%,电流参数提升10 ...
3家SiC企业透露进展:芯片工厂投产、8英寸出货量增加
行家说三代半· 2025-04-21 09:53
插播: 5月15日,"电动交通&数字能源SiC技术应用及供应链升级大会"活动将在上海举办, 三菱电机、Wolfspeed、三安半导体、天科合达、元山电子、大族半导体、香港大学、长飞先进、宏微科技、利普思、国基南方、芯长 征、合盛新材料等将出席本次会议,点击文章底部 "阅读原文" 即可报名参会。 近日,"行家说三代半"发现,士兰微、扬杰科技、晶盛机电皆公布了2024年财务报告,在碳化硅业务方面透露了诸多信息: | 士兰微: | | --- | | IGBT+SiC收入超22亿 | 4 月19日,士兰微公布了 2024年年度报告,其中透露: 报告期内,士兰微实现营业总收入112.21亿元,同比增长20.14%;归母净利润2.2亿元, 比 2023 年增加2.56亿元。 士兰微 自主研发的Ⅱ代 SiC-MOSFET 芯片生产的电动汽车主电机驱动模块在4家国内汽车厂家出货量累计达 5 万只,客户端反映良好,随着 6 吋 SiC 芯片 生产线产能释放,已实现大批量生产和交付。 碳化硅业务方面,士兰微主要透露以下进展: ● 2024年应用于汽车、光伏的 IGBT 和 SiC(模块、器件)的营业收入达到22.61亿元,较去 ...
超亿元!该SiC企业斩获新订单
行家说三代半· 2025-04-18 10:07
插播:5月15日, "电动交通&数字能源SiC技术应用及供应链升级大会"活 动将在上海举办,演讲或摊位 咨询请联系许若冰(hangjiashuo999)。 据 致瞻科技 官方消息, 4月17日,他们与欧洲行业头部企业正式签署长期保障供货协议,成为其超充领域的核心供应商 未来数年,致瞻科技将以确定性产能锁定方式,持续供应价值 数亿元 致瞻科技还 的碳化硅液冷超充模块 。 。 据悉,此次合作不仅是致瞻科技在欧洲市场的新突破,更标志着其自主研发的碳化硅全液冷超充解 决方案将大规模应用于欧洲充电基础设施网络,加速当地新能源产业升级。 此外, 推出的新一代全液冷超充模块,依托自研碳化硅模块与高性能电源技术,具备 >97% 的系统效率 、超低热阻设计及长寿命优势,并已通过严苛的EMC Class B认证,可满足欧洲市场对高性能、高 可靠性的需求。 致瞻科技在积极拓展国际市场的同时,在国内市场持续发力,斩获颇丰 据 "行家说三代半"了解,岚图的5C超充技术也采用了致瞻科技提供的大功率液冷超充SiC电源模组。 截至目前,致瞻科技已推出了多款全球领先的SiCTeX™系列碳化硅先进电驱系统和ZiPACK™高性 能碳化硅功率模块, ...
全球最大碳化硅晶片企业IPO,投资者担心受贸易摩擦影响
阿尔法工场研究院· 2025-04-09 14:13
Core Viewpoint - The company, Hantian Tiancheng Electronic Technology (Xiamen) Co., Ltd., is preparing for an IPO on the Hong Kong Stock Exchange, aiming to leverage capital market opportunities for further development in the silicon carbide epitaxy industry [2][4]. Group 1: Company Overview - Hantian Tiancheng specializes in the research, production, and sales of silicon carbide epitaxial wafers, with a business model that includes both wafer sales and foundry services [2]. - The company is positioned as a global leader in the silicon carbide epitaxy industry, projected to hold over 30% market share by 2024, and has established itself as the largest supplier by sales volume since 2023 [3]. Group 2: Financial Performance - Revenue projections for the company from 2022 to 2024 are RMB 441 million, RMB 1.143 billion, and RMB 974 million, respectively, with net profits of RMB 143 million, RMB 122 million, and RMB 166 million during the same period, indicating a profitable growth trend [3]. - Research and development expenditures are expected to be RMB 44 million, RMB 102 million, and RMB 80 million from 2022 to 2024, reflecting the company's commitment to innovation and maintaining technological advantages [5]. Group 3: Market Position and Customer Base - The company has a strong customer base, with four out of the top five global silicon carbide power device manufacturers and seven out of the top ten being its clients, showcasing the quality and reliability of its products [6]. - The growing demand for silicon carbide epitaxial wafers is anticipated due to the rapid development of sectors like electric vehicles and energy storage, positioning the company to benefit from industry growth [6]. Group 4: Risks and Challenges - The company faces increasing competition in the silicon carbide epitaxy industry, which may pressure its market share if it fails to innovate continuously [4]. - There is a high dependency on a few major clients, raising concerns about potential impacts on performance if these key customers were to leave [7]. - Investors are also concerned about the company's strategies to navigate international trade tensions and geopolitical risks, particularly regarding export controls and economic sanctions [8].
这只美芯片股,突然“腰斩”!啥情况?
证券时报· 2025-03-29 12:37
Core Viewpoint - Wolfspeed, a silicon carbide chip manufacturer, experienced a significant stock price drop of 51.86%, reducing its market capitalization to $400 million, down from a peak of over $16.4 billion in November 2021 [1][3][5]. Group 1: Stock Performance - On a recent trading day, Wolfspeed's stock opened at $3.34, reached a high of $3.52, and a low of $2.54, ultimately closing at $2.59, marking a 51.86% decline [4]. - The stock's trading volume was 176 million shares, with a turnover rate of 113.44% [4]. - Year-to-date, Wolfspeed's stock has fallen over 61%, with the latest price at $2.59 per share [8]. Group 2: Company Challenges - Wolfspeed announced a leadership change, appointing Robert Feurle as CEO, effective May 1, to address operational inefficiencies criticized by analysts [5]. - The company reported a continuous yield below 30% at its North Carolina 8-inch wafer plant, significantly lower than the industry benchmark of 70% [5]. - Customer losses have been severe, with Tesla shifting to ON Semiconductor, resulting in a $900 million contract loss, and Volkswagen pausing an order that accounted for 15% of revenue [5]. Group 3: Market and Legislative Context - Wolfspeed is awaiting approximately $750 million in federal funding under the CHIPS and Science Act, which is crucial for its expansion in silicon carbide semiconductor manufacturing [7][8]. - The company faces uncertainty regarding the CHIPS Act funding, especially with political changes that may affect the allocation of these funds [8]. - The CEO emphasized the importance of not overly relying on government subsidies while managing the company, indicating ongoing constructive communication with the government [7]. Group 4: Financial Health and Debt Concerns - Wolfspeed is under pressure with $2.3 billion in convertible debt maturing in 2026, with cash reserves sufficient for only five quarters of operation [5]. - The company's market share in silicon carbide has dropped from 32% to 19%, raising concerns about its competitive position [5]. - There is a high short interest in the stock, with approximately 32.5% of the float being shorted, indicating market expectations of further declines [9].
研报 | 中国供应链重塑全球牵引逆变器产业版图,华为跻身前五大供应商
TrendForce集邦· 2025-03-04 09:18
TrendForce集邦咨询表示,2024年全球牵引逆变器市场装机量达2,721万台 , 其中,SiC(碳化硅)逆变 器受惠于Tesla(特斯拉)及中国车厂的采用,渗透率于第四季达16%,为当年度最高,对于竞争激烈的功率半 导体产业是正面讯号。 从逆变器供应端分析,比亚迪于2024年第三季已超越日厂Denso(电装),并于第四季持续稳居 全球市占率最高位置。而第四季最大亮点在于华为受益于新能源车 问界系列的热销,首度成为全球 前五大供应商。目前,中国企业已在前五名席次中占据三席,打破过往欧洲、美国及日本供应商主导的市 场格局。 TrendForce集邦咨询指出,短期内牵引逆变器市场成长仍将依靠中国及欧洲带动,特别是BEV对于牵引 逆变器的需求较其他动力模式更高,突显中国市场的表现将更为关键。尽管2025年可能面临美国"弃电从 油"的潜在风险,但受惠于中国整车市场延续汰旧换新的补贴政策,以及在海外市场的大力布局, 预计牵 引逆变器装机市场仍将维持14%的年增长率 。 备注: [1] 电动车包括油电混合车(HEV)、纯电动车(BEV)、插电混合式电动车(PHEV)、燃料电池车(FCV) Mar. 4, 2025 ...
【电子】充分受益AI数据中心及AR眼镜等行业增长,天岳先进进入业绩快速增长期——碳化硅行业跟踪报告之一(刘凯/于文龙)
光大证券研究· 2025-02-27 13:48
Core Viewpoint - Silicon carbide (SiC) is a compound material composed of carbon and silicon, known for its high hardness and excellent physical and chemical properties, making it a key material for cost reduction and efficiency improvement across various industries [2] Group 1: Characteristics and Advantages of Silicon Carbide - SiC materials possess characteristics such as high pressure resistance, high frequency tolerance, high thermal conductivity, high temperature stability, and high refractive index, which are crucial for transforming the semiconductor industry and supplementing silicon-based technologies [2] - Compared to silicon-based semiconductors, wide bandgap semiconductors represented by SiC and gallium nitride (GaN) exhibit significant performance advantages from material to device level, including high frequency, high efficiency, high power, high pressure resistance, and high temperature tolerance [2] Group 2: Market Potential and Applications - SiC materials have vast market application potential in power semiconductor devices, radio frequency semiconductor devices, and emerging application fields, with significant usage in xEV, photovoltaics, energy storage systems, power grids, rail transportation, communication, AI glasses, smartphones, and semiconductor lasers [3] - The global penetration rate of SiC power semiconductor devices in the overall power semiconductor market increased from 1.1% in 2019 to 5.8% in 2023, with expectations to reach 22.6% by 2030 [4] Group 3: Growth Trends and Projections - From 2019 to 2023, the compound annual growth rate (CAGR) of global revenue from SiC power semiconductor devices in the xEV sector reached 66.7%, with a projected CAGR of 36.1% from 2024 to 2030, indicating continued leadership in market growth [4] - The photovoltaic storage, power grid, and rail transportation sectors also show strong growth momentum, with projected CAGRs of 27.2%, 24.5%, and 25.3% respectively during the forecast period [4]