Production capacity of major foreign 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 world's major silicon carbide manufacturers have also accelerated their expansion pace. The following is an overview of the current production capacity layout and planning of the major manufacturers.

1. Wolfspeed

Wolfspeed, as a leading global silicon carbide manufacturer, currently has production bases in North Carolina and Massachusetts in the United States, with an annual production capacity of 1.07 million pieces per year by 2023. The company plans to invest $6.5 billion in capacity expansion and expects to increase its annual production capacity to 1.6 million pieces by 2024, while building a production line with a capacity of $24 billion to meet future market demand.

2. ROHM

Japanese semiconductor giant ROHM has production bases in Fukuoka and the Philippines, with an annual production capacity of 400000 pieces. ROHM plans to increase its annual production capacity to 700000 pieces by 2027, while investing $3.5 billion to achieve the goal of doubling production capacity by 2030. In addition, its subsidiary Lapis completed the acquisition of the Jiamusi factory in 2021, further enhancing its industrial layout.

3. Coherent

Coherent currently operates in Pennsylvania, USA and Stockholm, Sweden, with an annual production capacity of 180000 pieces per year. According to its plan, its annual production capacity is expected to reach 1 million pieces by 2027, demonstrating its ambition in the field of silicon carbide.

4. SKSiltron

SKSilkron from South Korea currently has a factory in Michigan, USA with an annual production capacity of 180000 pieces. The company plans to invest 700 billion Korean won in the field of silicon carbide by 2025, with the goal of meeting the rapidly growing demand for electric vehicles and new energy. It is expected that by 2025, its market share will further increase, and the revenue related to silicon carbide may exceed 1.1 trillion Korean won.

5. onsemi

Onsemi's production layout covers Pennsylvania, New York, and the mountains of South Korea, with an annual production capacity of 288000 pieces by 2023. The company continues to expand its production capacity through a series of acquisitions and expansion projects, including the acquisition of Bucheon and Hudson factories. It is expected that by the end of 2024, its factory in Gunsan, South Korea will be fully operational, with an annual production capacity increasing to 800000 pieces. In addition, the company also plans to achieve the goal of doubling its annual production capacity by 2027.

6. Infineon

Infineon has production bases in Germany, Austria, and Malaysia. Its current production capacity data is not yet publicly available, but the company plans to invest 2 billion euros in the Kulim factory to expand production capacity. It is expected that by 2027, the production capacity of this factory will have a significant impact on the global market.

7. STMicroelectronics

STMicroelectronics (ST) has factories in Catania, Italy and Singapore. The company is upgrading the production capacity of its Catania factory to meet the demand of the silicon carbide market. At the same time, it plans to expand its industrial chain layout with partners and achieve large-scale production of silicon carbide substrates by 2025.

8. Bosch

Bosch's production capacity layout in Germany and Italy focuses on supporting the future demand for new energy vehicles in the market. In the future, it will expand its TSI business in its Italian factory and plan to build a second silicon carbide wafer production line in Germany by 2026 to further enhance global supply capacity.

Production capacity of major domestic silicon carbide substrate manufacturers

1. Advanced Tianyue

Tianyue Advanced currently has production bases in Jinan and Jining, Shandong, with an annual production capacity of approximately 250000 pieces in 2023, mainly consisting of 6-inch lines. These production capacities have an important share in the domestic silicon carbide market, contributing to the rapid development of third-generation semiconductor materials in China.

Tianyue's advanced Jinan factory currently focuses on the production of high-purity silicon carbide substrates and has successfully adjusted its production route from semi insulating to conductive products, marking a further upgrade in the company's technology and product applications. At the same time, Tianyue Advanced will focus on conductive silicon carbide substrates in its expansion plan, and is expected to further expand its market share through continuous investment in production line optimization and process improvement.

In addition, Tianyue Advanced also plans to invest in a new round of capacity ramp up at its Shanghai Lingang factory. According to the plan, the annual production capacity target for the first phase is 300000 pieces, which is expected to be achieved before 2026. This will significantly enhance Tianyue Advanced's competitiveness in the domestic silicon carbide field.

2. Wuxi Pioneer

Wuxi Pioneer has established production bases in Changzhi, Shanxi and Shanghai, with an annual production capacity of 250000 pieces. The company focuses on the deep integration of the silicon carbide industry chain, and its Shanxi factory mainly produces high-purity silicon carbide particles to meet the market's demand for high-performance products.

3. Tianke Heda

Tianke Heda has production bases in Haidian, Beijing, Xuzhou, Jiangsu, Yiyang, Hunan and other places, with an annual production capacity of 290000 pieces per year and a total of 6-inch production lines. The company plans to expand its annual production capacity to 450000 pieces by 2024 and further enhance the automation level of the production line to optimize production efficiency.

4. Jingsheng Electromechanical

Jingsheng Electromechanical is expanding its presence in Ningxia and Inner Mongolia, with an annual production capacity of 50000 pieces. At present, the company is focusing on technological breakthroughs in silicon carbide equipment and crystal materials. It is expected to complete the expansion of the new factory by 2025, with an annual production capacity target of 150000 pieces.

5. Sanan Optoelectronics

The production bases of Sanan Optoelectronics are located in Changsha, Hunan and Chongqing, with an annual production capacity of 120000 pieces. As a leading domestic manufacturer of silicon carbide substrates, the company occupies an important position in the field of high-power chips and plans to double its annual production capacity by 2026 through the addition of new factory layouts, further meeting the needs of domestic and foreign customers.

6. New Clean Energy

Xinjieneng has a production base in Leling, Shandong with an annual capacity of 300000 pieces and plans to add 250000 pieces per year. The company will achieve higher product yield and production capacity by introducing advanced production equipment and optimizing process flow.

7. Xinsheng Technology

The production base of Xinsheng Technology is located in Bengbu, Anhui Province, with a planned annual production capacity of 40000 pieces and a 6-inch production line. The company focuses on the growth technology of silicon carbide crystals and expects to accelerate the improvement of production capacity in the future to meet the rapidly growing demand of the market.

8. Tony Electronics

Tony Electronics operates its production line in Huzhou, Zhejiang with an annual capacity of 130000 pieces. The company plans to expand its annual production capacity to 300000 pieces by 2025 and continuously optimize the size and quality of its substrates to expand its influence in domestic and international markets.

9. Same light crystal

Tongguang Crystal has a production base in Zhangjiakou, Hebei with an annual production capacity of 60000 pieces. The company is currently focused on the research and production of 6-inch silicon carbide wafers, and plans to transform research and development achievements into market advantages in the future to further expand market share.