Analysis of Production Capacity of Major Global Silicon Carbide Substrate Manufacturers

Silicon carbide (SiC) substrate, as the core of third-generation semiconductor materials, has received widespread attention in recent years. Its widespread application in the fields of electric vehicles, new energy, and high-power electronics has led to a sustained increase in demand for silicon carbide substrates in the market. The overall global production capacity of silicon carbide substrates in 2023 is approximately 2.118 million pieces per year. With the active expansion of major manufacturers, it is expected that this number will significantly increase by 2027. As a key material in the field of new energy, the production capacity competition of silicon carbide has become an important factor determining the market pattern. Major global silicon carbide manufacturers have also accelerated their expansion pace. The following is an overview of the current production capacity layout and planning of major global manufacturers.

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