晶盛机电 20250914 碳化硅衬底片有哪些核心应用？ 摘要 晶盛机电掌握 8-12 寸碳化硅衬底核心工艺，上虞年产 30 万片产能，银 川 60 万片产能已动工，并计划将上虞产能逐步转移至银川以降低成本， 同时在马来西亚布局切磨抛等工艺。 碳化硅衬底片主要应用于功率型应用（新能源车、储能、数据中心）， 光学型应用和先进封装。预计 2026 年末或 2027 年初，功率型碳化硅 衬底片将从 6 寸向 8 寸转移，晶盛机电已掌握 8 寸长晶技术。 晶盛机电通过掌握大尺寸碳化硅衬底片技术，在行业竞争中占据优势， 已成功生产 12 寸产品。与 Xreal 签订战略合作协议，为其供应 8 寸和 后续 12 寸碳化硅衬底片，用于 AI 眼镜验证和产品设计。 碳化硅衬底片市场空间广阔，功率型应用市场规模约为 100 亿元。AI 眼 镜应用需求可能是功率型应用的两倍，先进封装市场规模也较大，晶盛 机电凭借技术和成本优势将在这些领域占据重要位置。 晶盛机电半导体设备新接订单增长显著，中报披露在手订单超过 30 亿 元。公司不仅生产设备，还代工设备零部件，预计今年及明年在半导体 设备业务方面将有不错的增长。 Q&A 晶盛机电 ...

Group 1 - Nvidia plans to replace silicon with silicon carbide (SiC) for the intermediate substrate material in the advanced packaging process of its next-generation Rubin processor [1] - TSMC and compound semiconductor manufacturers are involved in the development of 12-inch single crystal silicon carbide thermal substrates [1] Group 2 - Ruina Intelligent is actively advancing the sampling and verification of 8-inch silicon carbide substrates [2] - Chervit has a series of short-channel silicon carbide MOSFET devices and manufacturing technology [2] - Yuhuan CNC is progressing in the sampling and sales of silicon carbide equipment for material processing [2] - Pairui Co., Ltd. includes silicon carbide devices in its IPO fundraising projects [2] - Wenzhou Hongfeng is in the research phase of high-purity silicon carbide powder and related projects [2] - Xinrui Technology has launched bidirectional charging technology based on third-generation silicon carbide technology [2] - Galaxy Microelectronics produces power devices including silicon carbide MOSFETs for automotive applications [2] Group 3 - Mind Electronics is strategically laying out in both silicon-based and silicon carbide devices [3] - Libang Co., Ltd. has invested in Zhanxin Electronics, which provides power conversion solutions centered on SiC power driver chips and modules [3] - Delong Laser's products are applied in the cutting of silicon carbide and other third-generation semiconductors [3] - Blue Ocean Card Screen is involved in the development of silicon carbide semiconductor IGBT modules for BYD [3] - Derun Electronics is a pioneer in mass-producing 22kW 800V high-power devices using third-generation semiconductor technology [3] Group 4 - Dongni Electronics aims to achieve an annual production of 120,000 silicon carbide semiconductor materials by 2023 [4] - Jinbo Co., Ltd. provides high-performance thermal field materials for silicon-based and silicon carbide semiconductor fields [4] - Zhongtian Rocket's silicon carbide products are used in aerospace composite materials and semiconductor coatings [4] - Kema Technology specializes in ultra-high purity silicon carbide products with a purity of 99.99% [4] Group 5 - Yunnan Mingye focuses on research in dislocation density and silicon carbide single crystal materials [6] - National Science Microelectronics has a subsidiary that specializes in the sales of silicon carbide power devices [6] - Jiejie Microelectronics holds patents related to silicon carbide and is involved in the packaging of silicon carbide devices [6] - Zhenhua Technology's semiconductor power devices and silicon carbide products are applied in high-power electric drive systems [6] Group 6 - Jing Sheng Machine Electric is a leader in crystal growth equipment and has developed silicon carbide crystal growth equipment [7] - Silan Microelectronics has a production line for 6-inch silicon carbide power devices with a capacity of 3,000 pieces per month [7] - Tongfu Microelectronics has the capability to package third-generation silicon carbide semiconductors [7] - Sanan Optoelectronics is a leader in the silicon carbide full industry chain [7] - Northern Huachuang is a leading domestic semiconductor equipment manufacturer with a significant market share in silicon carbide [7]

Group 1 - The company, Luxshare Technology, is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - In 2024, Luxshare Technology reported a revenue of 3.717 billion yuan, a year-on-year increase of 34.07%, and a net profit of 258 million yuan, a year-on-year increase of 97.03% [1] - The main business segments include lifting machines, photovoltaic power generation, enameled wire, and silicon carbide, with enameled wire contributing 50.25% of total revenue [1] Group 2 - The company's overseas sales revenue reached 120 million yuan in 2024, a year-on-year increase of 140.33%, accounting for 3.24% of total revenue [2] - The global lifting machine market is experiencing significant growth, with a market size exceeding 15 billion USD, and Luxshare's high-altitude equipment business revenue increased by 241.65% in 2024 [2] - The company is actively adjusting its development strategy by enhancing cooperation with upstream and downstream enterprises and expanding into overseas markets [2] Group 3 - Luxshare Technology has established a subsidiary in Hefei for the research and production of silicon carbide substrates, focusing on a project to produce 240,000 pieces of 6-inch silicon carbide substrates annually [3] - The silicon carbide market is facing intensified competition due to technological breakthroughs and price declines, but companies with technological advantages and strong financial capabilities are expected to dominate [3] - The company aims to address cost and supply bottlenecks in the short term while increasing R&D investment and moving towards larger 8-inch substrates in the long term [3]

Core Viewpoint - Jiangsu ChaoXin Semiconductor Co., Ltd. won the gold medal at the 50th Geneva International Invention Exhibition for its self-developed silicon carbide (SiC) crystal growth technology, marking it as the first company in the SiC industry to achieve this honor [1][2]. Company Summary - ChaoXin Semiconductor is recognized as one of the only three companies globally and the only one in China to master the HTCVD innovative technology, capable of mass-producing silicon carbide substrate wafers [3]. - The company has developed a complete set of proprietary processes covering equipment, powder materials, crystal growth, wafer processing, and testing, overcoming several key technical challenges in the SiC long crystal technology field [2][3]. - The founder and CEO, Liu Xinyu, emphasizes the importance of independent innovation and the establishment of a robust industrial ecosystem in Nanjing, which is recognized as a national innovation highland for third-generation semiconductors [4]. Industry Summary - The third-generation semiconductor materials, represented by silicon carbide, are considered the cornerstone of future electronic industries, offering significant advantages over previous generations, such as high temperature and voltage resistance, and the ability to handle large currents [1]. - The global semiconductor industry is undergoing a critical upgrade, with wide applications in sectors like electric vehicles, photovoltaics, rail transportation, and smart grids [1]. - Nanjing's Jiangbei New District is developing a comprehensive industrial ecosystem that covers the entire supply chain from substrate to application, positioning itself as a significant player in the third-generation semiconductor industry [3][4].