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威邁斯(688612.SH):公司應用碳化硅的產品已經有一定的規模
格隆匯 11-06 09:28

格隆匯11月6日丨威邁斯(688612.SH)接受特定對象調研時表示,第三代半導體中的碳化硅功率器件,在導通電阻、阻斷電壓和結電容方面,顯著優於傳統硅功率器件,具備更高的耐壓性能。在車載電源和電驅系統產品領域,碳化硅功率器件取代傳統硅基功率器件已成為行業發展趨勢。

碳化硅應用在高壓環境下、高功率產品中的性價比較高,公司的11kW產品及800V產品中會應用碳化硅材料。11kW產品主要以出口為主,公司2023年1-9月直接出口的境外收入佔比為12.69%,均應用了碳化硅材料。此外,通過境內整車客户間接出口的產品也會應用碳化硅材料。因此,公司應用碳化硅的產品已經有一定的規模。

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