China Silicon Carbide Industry Report, 2018-2023
|出版日||ページ情報||英文 116 Pages
|中国の炭化ケイ素産業：2018年〜2023年 China Silicon Carbide Industry Report, 2018-2023|
|出版日: 2018年08月15日||ページ情報: 英文 116 Pages||
中国は、炭化ケイ素 (SiC) の世界最大の生産国かつ輸出国です。特に近年は、下流工程市場 (冶金、難燃剤ほか) での需要増加などを受けて、産業規模が急激に拡大しています。2023年の市場規模は14億米ドル以上と、2017年の4倍以上にまで拡大する、と予測されています。ただし、環境規制の強化が市場成長の妨げとなる可能性もあります。
当レポートでは、中国の炭化ケイ素 (シリコンカーバイド) の産業について調査分析し、産業の概要と発展、上流・下流部門の発展、主要企業プロファイルなど、体系的な情報を提供しています。
Silicon carbide (SiC) has a range of excellent properties such as high temperature stability, high thermal conductivity, acid and alkali corrosion resistance, low expansion coefficient and thermal shock resistance. It is widely applied in fields of metallurgy, refractories, grinding, ceramics, electronics, etc.
China is the largest producer and exporter of silicon carbide in the world. As the demand from downstream sectors like metallurgy and refractories picked up in 2017, China's output of silicon carbide soared by 38.5% to more than 1 million tons on the previous year. But by product, black silicon carbide and green silicon carbide polarize: output of the former had a 53.9% jump while that of the latter slumped by 65.2%. Steep fall in output of green silicon carbide (often used for cutting solar wafers) is largely due to the fact that it is massively replaced by diamond wire saws over the past two years, and the environmental inspection becomes increasingly stringent, causing some companies to reduce production or even stop production. It is predicted that Chinese silicon carbide market will sustain growth in 2018 but likely at a lower rate due to stricter environment protection requirements.
Silicon carbide is made from quartz sand and petroleum coke. Black silicon carbide price has been on the rise since 2017, climbing to over RMB8,000 per ton in January 2018, because of stricter oversight on environment protection and robust upstream and downstream demand. Green silicon carbide price otherwise went down compared with previous years with the slump in demand.
As technological progress is made, silicon carbide, a kind of new-generation wide band gap semiconductor, has been commercialized and aroused a tide of research and development and production globally. Semiconductor vendors like Cree, Infineon and Rohm have launched more advanced SiC based semiconductor devices and modules since 2016, broadening application of SiC semiconductors.
China follows behind closely and has been one of very few players engaged in both silicon carbide substrates and epitaxial materials. The country is marching towards a global leading role in semiconductor device design and manufacturing technologies. It as yet has built a relatively complete silicon carbide industry chain system.
In the future, silicon carbide semiconductor will find its way into power supply and photovoltaic industries, especially new energy vehicle field where it will be used more and promoted. The global silicon carbide power device market is estimated to be worth $1.4 billion in 2023, nearly four times larger than that in 2017.
Global and China Silicon Carbide Industry Report, 2018-2023 highlights the following:
Global silicon carbide industry (smelting and processing, power semiconductors) (market size, key companies, etc.);
China silicon carbide industry (policy environment, industry status and development trend);
China silicon carbide smelting and processing market (supply and demand, import and export, key companies and price trend);
China silicon carbide semiconductor industry (market size, industry chain (substrates, epitaxies, devices, etc.), key companies, etc.);
15 Chinese silicon carbide smelting and processing companies and 10 silicon carbide semiconductor vendors (operation, revenue structure, silicon carbide business, etc.).