民德電子(300656.SZ):短期一兩年之內不會去做碳化硅MOS管
格隆匯5月23日丨民德電子(300656.SZ)公佈,2023年5月19日,相關機構及人員到浙江廣芯微電子有限公司(“廣芯微電子”)和浙江芯微泰克半導體有限公司(“芯微泰克”)現場進行了參觀調研,上午舉行了芯微泰克項目主體廠房封頂儀式暨廣芯微電子項目通線儀式,下午參觀廣芯微電子生產廠房,隨後各方就項目情況進行了交流。
問答交流環節中,就“之前碳化硅600片的產能,之前一直沒有披露具體的產品,有沒有規劃?從技術角度做碳化硅MOS管的時間節點?”,公司回覆稱,碳化硅MOS管跟碳化硅二極管產品相比技術難度高、前期投入大。晶圓廠一定是二極管等基礎產品銷售量起來,量產了再做MOS管,不可能説新建一座晶圓廠,上來就幹一個極度高難度的事情。因此短期一兩年之內我們不會去做碳化硅MOS管,MOS管投資肯定要比現在這個更大的,在銷售沒有上量的情況下,不會冒然去投資,它涉及到一些柵級氧化爐、高壓氧化爐,這個暫時不會去做。
國外英飛凌在2000年初官宣量產第一款碳化硅晶體管產品到現在,人家佈局了多少年,我們國內落後了不知道多少代。比如怎麼解決可靠性問題?在電動汽車或類似應用領域,在啟動時會有高電壓大電流的應力強加在碳化硅晶體管上,導致柵極性能退化,針對這個問題再去解決;所以國外是在應用過程中發現問題,再不斷去優化,特別是對MOS管柵極結構進行一代一代的優化,才有現在的產品。站在巨人的肩膀上,中國科研單位和企業現在是有可能實現彎道超車的,但我們應該更加關注基礎的材料物理、材料化學,搞清機理,凝鍊科學問題,解決科學問題,再到解決工程問題,這個過程是逾越不過去的。
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