Affected by the release of 6-inch wafer production capacity and the slowdown in demand for electric vehicles, the silicon carbide market will start a price war

According to news from this site on May 31, TrendForce released a blog post today, stating that a price war in the silicon carbide (SiC) market is about to begin. The agency investigated a number of manufacturers in the supply chain and generally believes that the price of silicon carbide wafers is on a downward trend.

Xu Xiulan, chairman and CEO of GlobalWafers, said that the decline in silicon carbide (SiC) prices is mainly due to two factors. One is the release of global 6-inch SiC wafer production capacity, and the other is the temporary slowdown in demand for electric vehicles. He pointed out that with the further improvement of the global 6-inch SiC wafer industry chain, production capacity has continued to expand and supply has gradually increased. At the same time, industry competition has gradually intensified, which has led to a reduction in silicon carbide prices. In addition, the growth of electric vehicle market demand

Shandong Tianyue Advanced Technology (SICC) emphasized two internal reasons for price decline in its investor relations report: technological progress and scale effects reduce costs.

In terms of technology, in addition to international companies, including SemiSiC, JSG, SICC, GZSC, Synlight Crystal, Tankeblue, KY Semiconductor, Hunan San'an Semiconductor, Hypersics, Taisic Materials, Heligenius, Cengol Semi and GlobalWafers More than a dozen domestic companies have entered the sample delivery and small batch production stage of 8-inch SiC silicon wafers.

In terms of scale effect, although the early investment projects of SiC wafer manufacturers have now entered the investment return stage, there are not a few wafer companies that have shifted their production focus to 8-inch wafers.

It is an inevitable trend to reduce the price of silicon carbide wafers, and most companies have a positive attitude towards this. Nanjing Jingsheng Equipment (CGEE) said that the expansion of market space and improvement in yield levels will inevitably cause price adjustments in competition, which will put pressure on related companies in the short term.

For the entire supply chain, the benefits of increased production and lower prices outweigh the disadvantages. This means that cost reduction will promote more downstream applications, allowing the entire industry to maintain good growth momentum.

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• A Price War in SiC Wafer Sector seems to Start

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