受益于新能源汽车、光伏储能、数据中心乃至于AR眼镜等终端行业的增长，近年来碳化硅市场急速扩 容。据了解，由于具有宽禁带、高热导率、高耐击穿场强、高电子饱和速率等突出优点，碳化硅能够在 广泛的温度范围内实现高效、高速且稳定的电力控制与处理，被视为是支撑多种电力系统利用电力 的"智能心脏"。数据显示，2024年全球碳化硅功率半导体器件行业的销售额为26亿美元，2020-2024年 间的复合年增长率高达45.4%；至2029年，市场容量有望进一步放大至136亿元。相对应的，全球碳化 硅功率半导体器件在全球功率半导体市场中的渗透率亦将同步从2024年的4.9%提升至2029年的17.1%。 整个产业链快速起量，中间环节的"含金量"自然也是水涨船高。就拿碳化硅外延晶片来说，作为连接创 新原材料与高性能器件的基石，碳化硅外延晶片的质量至关重要且外延层制造的价值约占整个碳化硅功 率器件价值链的25%。2024年，全球碳化硅外延晶片市场的销售额为12亿美元，预计至2029年将以 38.2%的复合年增长率增加至58亿美元。 乘上行业高速发展东风，全球碳化硅外延行业领导者瀚天天成电子科技（厦门）股份有限公司（以下简 称"瀚天天成 ...

Group 1: South Korea's Semiconductor Dominance - South Korea's semiconductor industry, led by SK Hynix and Samsung, holds a significant market share in DRAM and NAND, with a combined 70% share in DRAM and nearly half in NAND [1][3] - The country's semiconductor exports are projected to reach a record $142 billion in 2024, accounting for one-fifth of total exports [1] Group 2: AI Chip Development - The South Korean government announced a plan to invest 150 trillion KRW (approximately $108 billion) over the next five years to develop AI, semiconductors, biotechnology, defense, robotics, and green transportation [3] - Rebellions, a South Korean AI chip company, has raised $225 million since its inception in 2020 and is known for its energy-efficient AI computing chips [4] - Sapeon Korea, an AI chip startup under SK Telecom, became South Korea's first AI chip unicorn with a valuation of 1.3 trillion KRW (approximately $1 billion) [4] Group 3: SiC Semiconductor Focus - South Korea aims to increase its self-sufficiency in SiC (silicon carbide) power semiconductors from 10% to 20% by 2028, with a government investment of 902 billion KRW [9][10] - SK Siltron CSS holds a 6% share of the global SiC wafer market and has signed a long-term supply contract with Infineon Technologies [10] - The South Korean government is also focusing on developing core technologies for SiC chips and has plans to build demonstration infrastructure [10][11] Group 4: Industry Challenges and Opportunities - South Korea has approximately 160 fabless companies, significantly fewer than China's over 3,000, indicating a need for growth in this sector [16][17] - The local market's capacity to absorb semiconductor production remains a concern, especially in the context of geopolitical tensions affecting global supply chains [17]

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）。 近期，碳化硅功率半导体领域进展不断，三菱电机、 华润微电子、 方正微电子、 至信微电子、 派恩杰半导体、 纳微半导体纷纷推出创新产品。这些新品凭 借高效、节 能、可靠的性能优势，正加速推动各应用领域的技术升级与能效提升。 三菱电机： 发布家电用SiC模块 4月15日， 三菱电机集团宣布，将于4月22日开始供应两款新型空调及家电用SLIMDIP系列功率半导体模块样品——全SiC SLIMDIP（PSF15SG1G6）和混合 SiC SLIMDIP（PSH15SG1G6）。 作为该企业SLIMDIP系列中首款采用SiC技术的紧凑型端子优化模块，这两款产品在小型至大型电器应用中均能实现优异的输出性能与功耗降低，显著提升能 效表现。 此外，三菱电机新开发的SiC MOSFET芯片已集成至两款新型SLIMDIP封装中。与现行硅基逆导型绝缘栅双极晶体管（RC-IGBT）SLIMDIP模块相比，新型SiC 模块可为大容量家电提供更高 ...