According to the latest statistics from the internationally renowned media Fuji Economy in Japan, the global market share of Tianyue Advanced will soar to 22.8% in 2024, a significant increase from the global market share of 12% in 2023, and it will remain in the top tier internationally.
1、 Tianyue's advanced technological breakthrough: global debut of 12 inch silicon carbide substrate
Tianyue Advanced has successfully released the world's first 12 inch full range silicon carbide substrate, including:
12 inch high-purity semi insulating silicon carbide substrate
12 inch conductive P-type and N-type silicon carbide substrates
This release marks the official entry of the silicon carbide substrate industry into the "12 inch era", and Tianyue's advanced product matrix covers 6 inches, 8 inches, and 12 inches. The launch of 12 inch products not only enhances production capacity, but also effectively reduces unit costs, indicating that the industry's technology is gradually moving towards large-sized products. This trend will also become an inevitable development of the industry.
2、 Industrial Value: Promoting the Development of Green and Low Carbon Industries
Technical compatibility:
The 12 inch gallium oxide substrate is compatible with the 8-inch manufacturing system of the existing silicon-based semiconductor industry, which can accelerate technology conversion and production process upgrades, and reduce the cost of enterprise technology upgrades.
Economic efficiency:
The expansion of substrate size has increased the chip output of a single wafer by 2.5 times, which will significantly improve material utilization and reduce production costs.
Strategic significance of the industry:
Through the global debut of a 12 inch substrate, Tianyue Advanced has made technological breakthroughs in the field of ultra wide bandgap semiconductors, occupying a more advantageous position for China's semiconductor industry in global competition and forming an industrial competition moat.
3、 Market Breakthrough: Dual Drivers of Globalization Strategy and Capacity Expansion
Tianyue Advanced has achieved breakthrough growth in the global market through strong capacity expansion and quality assurance.
According to a report by the internationally renowned media Fuji Economy in Japan, Tianyue Advanced's global market share will soar to 22.8% in 2024, firmly ranking in the top tier internationally.
The conductive substrate of Shanghai Lingang Base has the ability to be delivered on a large scale, with stable product yield and high praise from top international customers.
4、 Application area: Assisting in multiple high-voltage application scenarios
Tianyue's advanced silicon carbide products will promote the vigorous development of new energy vehicles, photovoltaic energy storage, smart grids, 5G base stations, and other fields, while also driving the rise of emerging industries such as AR glasses, satellite communication, and low altitude economy. Especially Meta mentioned at academic conferences that silicon carbide materials will play a key role in the production of their AR glasses, further promoting the expansion of silicon carbide applications.
5、 Future outlook: Trillion level blue ocean market
Tianyue's advanced technological breakthroughs not only redefine the value chain of the silicon carbide industry, but also provide key material support for energy transformation and digital economy. With the global debut of 12 inch products, Tianyue Advanced is leveraging its ultra large size technology to tap into the trillion dollar silicon carbide market and promote carbon neutrality goals and the construction of an intelligent society.