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研报掘金丨中邮证券:维持芯联集成“买入”评级,SiC MOSFET装车量突破百万台
Ge Long Hui A P P· 2025-12-11 06:17
Core Viewpoint - The report from Zhongyou Securities highlights that ChipLink's SiC MOSFET shipment has surpassed one million units, with the latest generation of products achieving global leading performance [1] Group 1: Product Performance and Development - ChipLink's SiC MOSFET chips and modules now cover a wide range of 650-3300V silicon carbide process platforms [1] - The company has added over 10 new projects for 6-inch SiC MOSFETs in the first half of the year, with 5 new automotive customers entering mass production [1] - The first domestic 8-inch SiC production line has achieved mass production [1] Group 2: Market Impact and Solutions - A total of over 1 million vehicles have been equipped with SiC MOSFETs this year, with the latest generation of products reaching global leading performance [1] - The company offers a one-stop chip system foundry solution, enhancing the efficiency of end-to-end power supply systems in data centers [1] - Laser radar and MEMS are also entering mass production to meet downstream demand [1] Group 3: Investment Rating - The report maintains a "Buy" rating for the company [1]