Core Viewpoint - Huawei's subsidiary, HiSilicon, has officially entered the silicon carbide (SiC) power device market by launching two 1200V SiC MOSFET products aimed at high-temperature and high-voltage industrial applications [1][3]. Group 1: Product Launch - HiSilicon has introduced two 1200V SiC MOSFETs, ASO1K2H035M1T4 and ASO1K2H020M1T4, designed for industrial high-temperature and high-voltage scenarios [1]. - Both products utilize TO-247-4 packaging and exhibit excellent conduction and fast switching characteristics, maintaining stable performance in high-temperature and high-voltage environments [3]. - The ASO1K2H035M1T4 has a conduction resistance of 35mΩ at 25°C and 57mΩ at 175°C, while the ASO1K2H020M1T4 has a conduction resistance of 20mΩ at 25°C and 30mΩ at 175°C [3]. Group 2: Strategic Investments - Huawei's entry into the SiC device market is part of a broader strategic investment in the SiC industry, initiated with the establishment of Hubble Technology Investment Co., Ltd. in April 2019 [3][4]. - Since August 2019, Hubble Technology has been actively investing across various segments of the SiC supply chain, including SiC substrates and epitaxial wafers [4][5]. - Huawei has invested in leading domestic companies such as Shandong Tianyue Advanced Materials and Beijing TankeBlue Semiconductor, which hold significant market shares in the global conductive SiC substrate market [4]. Group 3: Financial Performance - Shandong Tianyue reported a revenue of 410 million RMB in Q1 2025, with a slight year-on-year decline, but a continuous increase in product shipment volume [4]. - Dongguan Tianyu Semiconductor Technology Company reported a revenue of 257 million RMB in the first five months of 2025, with a net profit of 9.515 million RMB [5]. - The company projected a total revenue of 520 million RMB for 2024, despite a net loss of 50 million RMB [5]. Group 4: Application in Core Business - Huawei's investments in SiC technology have shown significant results in its core business, particularly in the digital energy and electric vehicle (EV) sectors [7]. - The DriveONE electric drive platform has successfully integrated high-performance SiC devices with intelligent thermal control algorithms, achieving an efficiency breakthrough of 99.5% in the motor control unit (MCU) [7]. - By the end of 2024, Huawei's ultra-efficient high-voltage SiC powertrain has been commercially deployed with multiple automotive manufacturers, with cumulative shipments exceeding 1.3 million units [8].