SICC CO.(SH:688234)2023-12-11 01:02Company Overview - Shandong Tianyue Advanced Technology Co., Ltd. is a leading player in the silicon carbide semiconductor materials industry, with a focus on R&D and production capabilities [1]. - The company has achieved significant milestones in the development of 8-inch silicon carbide substrates, with plans to increase production capacity [2]. R&D and Technological Advancements - The company emphasizes continuous R&D investment, particularly in 8-inch conductive products and advanced technologies such as liquid-phase methods [2]. - It has established a strong technological barrier in the silicon carbide substrate preparation, with only a few companies globally capable of large-scale supply [1]. Strategic Partnerships - The collaboration with Infineon is progressing well, with plans to supply high-quality 6-inch silicon carbide substrates, expected to meet a double-digit percentage of Infineon's long-term demand [2]. - Partnerships with renowned companies in the power electronics and automotive sectors, such as Bosch, are enhancing the application of silicon carbide materials [3]. Market Opportunities - The demand for silicon carbide substrates is expected to grow significantly due to the rise of 800V platforms in electric vehicles, which offer higher efficiency compared to traditional 400V systems [2]. - The company’s Shanghai Lingang factory has already begun product deliveries, with an annual capacity of 300,000 conductive substrates anticipated to be achieved ahead of schedule [3]. Production and Quality Control - The company has achieved domestic production of key equipment, including crystal growth furnaces, ensuring control over quality and consistency [2]. - Continuous efforts are being made to enhance product quality and yield, establishing a solid foundation for long-term growth [3].