The elimination competition of silicon carbide industry: challenges and coping strategies

Since the beginning of this year, the silicon carbide industry has faced difficult challenges, and industry competition has entered the stage of "elimination", with some companies declaring bankruptcy. It is expected that next year, there will continue to be more unsupported enterprises in the fields of silicon carbide manufacturing and substrates. This field is the most rapidly expanding track in semiconductor manufacturing, and adjustments are imperative. So, how should the third-generation semiconductor industry respond to this upcoming elimination competition?

Zinc bromine flow battery wins the Technology Innovation Award for New Energy Storage Products from

On December 26-27, in order to implement the relevant deployment of the Guiding Opinions on Promoting the Development of Energy Electronics Industry and promote the high-quality development of the energy electronics industry, the second Energy Electronics Industry Innovation Competition - New Energy Storage Product Track and the final of the third Advanced Energy Storage Technology Innovation Challenge, hosted by the Industrial Development Promotion Center of the Ministry of Industry and Information Technology, was held in Liyang. Huadian Science and Technology Industry Energy Storage Branch, together with Huadian (Haixi) New Energy Co., Ltd. and Jiangsu Heng'an Energy Storage Technology Co., Ltd., participated in the competition and won the Innovation Product Track Technology Innovation Award with its 5kW/25kWh zinc bromide flow battery energy storage module.

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.