Yongguang (1711-TW) The layout of the silicon carbide polishing liquid is reported to be successful, and it is reported that it has recently supplied the domestic silicon wafer giant Universal Crystal (6488-TW) and China’s Sanan Optoelectronics, among which Sanan’s shipments have increased significantly. The overall shipments in the first half of the year have doubled. As major manufacturers speed up their deployment, Yongguang’s shipments will also usher in a strong growth period.
Yongguang said that it is unable to comment on specific customers, but the silicon carbide polishing liquid continues to be shipped to Taiwan and Chinese manufacturers. The shipment volume was low last year. With the active deployment of international manufacturers and even Taiwan, China and other manufacturers, Yongguang’s shipment momentum accelerate.
The silicon carbide industry is in a period of contention among a hundred schools of thought in the early stage. In addition to the international IDM manufacturers Wolfspeed, II-VI, Roma Semiconductor, etc., which have the technological advantages to speed up their development, Taiwanese factories are also actively deploying and striving to build an independent supply chain, including Universal Crystal, Shengxin, etc. Materials, Jiajing and Hanlei.
As for the Chinese industry players are not absent, Shandong Tianyue also investedRMBBillions of billions of yuan have been used for silicon carbide substrate technology, and other Tianke Heda, China Electronics Technology, Zhongke Steel Research, Roshow Technology, etc. have started mass production of silicon carbide substrates; Sanan Optoelectronics, Tony Electronics, Dongguan Tiancheng, etc. Mass production of silicon carbide substrates will take place in 2023-2024.
In terms of production capacity, Yongguang pointed out that it can currently meet the demand. If the demand continues to increase in the future, it will not rule out the expansion of production. At present, the company has experience in adjusting equipment and parameters. When expansion is required, mass production will be launched soon.
Yongguang SiC polishing liquid has been continuously verified with customers in the past, and the progress has been good in the past six months. Customers are also actively developing SiC substrate process.
Sanan Integrated, a subsidiary of Sanan Optoelectronics, will build a silicon carbide MOSFET mass production platform in 2020. The 2021 annual report shows that silicon carbide samples are delivered to more than 500 customers and shipped to more than 200 customers. Customers protect Sungrow, Growatt, GoodWe, Top 20 companies in China, including KSTAR.
