Home NewsStock Market News SiC business opportunities detonate the card position of the big factory, SK Siltron’s 6-inch production capacity tripled in the second half of the year | Anue Juheng

SiC business opportunities detonate the card position of the big factory, SK Siltron’s 6-inch production capacity tripled in the second half of the year | Anue Juheng

by WOOWinvest
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SiC business opportunities detonate the card position of the big factory, SK Siltron’s 6-inch production capacity tripled in the second half of the year | Anue Juheng


According to a report by South Korean media The Elec today (22), the wafer factory SK Siltron is actively expanding its silicon carbide (SiC) wafer production capacity. 3 times, and continue to seize the SiC substrate market.

According to reports, industry insiders pointed out that SK Siltron’s new 6-inch plant in Bay City, Michigan, USA will be completed in September, which will greatly increase the production capacity of SiC substrates. SK Siltron will spend US$450 million to acquire DuPont’s SiC wafer business in 2020, and set up a subsidiary Siltron CSS in Bay City, responsible for building a second crystal growth plant there.

Considering the production capacity of SK Siltron’s Gumi plant in South Korea and the new plant in Michigan, the annual production capacity of 6 inches in the second half of the year will be 120,000 pieces, which is three times the original size. Currently, the second phase of expansion plan is continuing, and the annual production capacity is expected to be completed in 2025. will jump to 500,000.

According to the report, SK Siltron’s 6-inch silicon carbide substrate is currently in the stage of sample delivery and certification. It is expected to start shipping to major customers in November and contribute revenue. SK Siltron has also continued to promote the 8-inch substrate plan, aiming to start mass production by the end of next year.

Wolfspeed is currently the global leader in SiC substrates, with a market share of 62%. The 8-inch factory has completed trial production and is expected to start shipping in the first half of next year. The market share of II-IV is 14%, and the market share of SiCrystal, a subsidiary of ROHM Semiconductor, is 14%. 13%, SK Siltron 5%, China Tianke up to about 4%.

Domestic players are also actively expanding production capacity. The monthly production capacity of Hanlei (3707-TW) SiC substrates will triple this year to 3,000 pieces, and will be expanded to 5,000 pieces within 3 years. They also stated that they will not be absent from the 8-inch SiC process. It is expected that 8-inch SiC Substrate cost will be greatly reduced by 2-3%.

Jiajing (3016-TW) SiC epitaxial production capacity is 600 pieces per month, and GaN is about 2000 pieces. It is expected to invest 40-50 million US dollars to expand production in the next 2-3 years. By then, SiC production capacity will increase by 7-8 times, and GaN will grow by 2 -2.5 times.

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