SiC (Silicon Carbide) power devices can be applied in rapidly developing markets such as EV (Electric Vehicles), photovoltaics, wind power, and 5G RF (Radio Frequency), bringing enormous potential. China has also clearly identified the SiC industry as a key industry in its 14th Five Year Plan while several major players have invested heavily in SiC development. This report looks into the development and production capacity of major Chinese SiC substrate suppliers, epitaxial wafer manufacturers, and IDMs (Integrated Device Manufacturers) and examines their future development trends and strategies.
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Table of Contents
1. China's Continued Policy Support for SiC Industry Develompent
1.1 SiC and GaN Development Plans in China’s 14th Five-Year Plan
2. SiC to be Rapidly Adopted in EV, PV, and RF Communication Applications
2.1 Advantages of SiC Make It Perfect for Power and Communication Applications
2.2 SiC Power Devices Expected to Create Highest Shipment Value in EV Applications
3. Development of Chinese SIC Suppliers
3.1 Leading Substrate and Epitaxial Wafer Manufacturers Aggressively Raise Funds for Expansion of 6-inch Fabs
3.2 Major IDMs Focus on Automotive and PV Applications
3.3 EV Manufacturers Build SiC Power Device Production Capacity
4. Major Trends of Chinese SiC Suppliers
4.1 Major Suppliers Raise Funds to Expand 6-inch SiC Wafer Capacity and Secure Orders
4.2 IDMs Cooperate with Carmakers to Make Breakthroughs in Device Performance
5. Analyst's Perspective
Appendix
List of Companies
List of Tables
Table 1 China's SiC Policy in 2021 and 2022
Table 2 Production Capacity and Key Strategies of Major Chinese SiC Suppliers
Table 3 Research Institutes Working with Chinese SiC Suppliers
List of Figures
Figure 1 Infineon’s Applications of Si, SiC, and GaN Semiconductors and Their Characteristics
Figure 2 Use of SiC Power Devices in EVs and Adoption Timelines
Figure 3 Chinese SiC Supply Chain
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- BYD
- CATL
- CETC
- China Resources Microelectronics
- Coherent
- EpiWorld International
- GAC Group
- Global Power Technology
- GM
- GoodWe
- Growatt
- Hestia Power
- HiSilicon
- HiWafer
- Honor
- Huatian Technology
- Infineon Technologies
- IVCT
- JCET
- King Long
- Li Auto
- Midea Group
- Newport Wafer Fab
- NIO
- Norstel
- Rohm Semiconductor
- Roshow Technology
- SAIC
- Samsung
- Sanan Optoelectronics
- Shanxi Semicore Crystal
- SICC
- SiCrystal
- SK Hynix
- Soitec
- STMicroelectronics
- Sungrow Power
- Synlight Crystal
- TankeBlue
- Tesla
- TI
- Tianyu
- Transsion
- Tuspark
- TYSiC
- Vivo
- VMAX
- Wingtech
- Wolfspeed
- Xiaopeng Auto
- Yes Power Technix
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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