天嶽先進(688234.SH):碳化硅技術和方案正在推動電力電子器件的升級
格隆匯9月21日丨天嶽先進(688234.SH)接受特定對象調研時表示,根據IHS數據,受新能源汽車行業龐大的需求驅動,以及光伏風電和充電樁等領域對於效率和功耗要求提升的影響,預計到2027年碳化硅功率器件的市場規模將超過100億美元,2018-2027年的複合增速接近40%。
根據YOLE報吿預測,未來碳化硅在功率半導體的市佔率將穩步增加,至2028年將達到約25%的市場佔有率,屬於具有明確發展前景的新興領域。
碳化硅材料因為本身優異的物理性能,能夠超越硅材料的物理極限,因此在下游應用領域的不斷深入。從長期上看,碳化硅半導體正隨着下游電動汽車、光伏新能源、儲能等應用領域的蓬勃發展而保持高增長景氣度。國際上知名半導體企業,包括英飛凌、安森美、博世等紛紛加大在碳化硅領域的投資,碳化硅技術和方案正在推動電力電子器件的升級,代表了全球未來電氣化、低碳化的可持續發展方向。
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