中国の炭化ケイ素 (シリコンカーバイド) 産業の分析：2019～2025年

中国の炭化ケイ素 (SiC) 業界は世界最大の生産規模を誇りますが、過剰生産 (稼働率の低さ) や公害対策といった課題にも直面しています。ただし、将来的には5G整備に伴うパワー半導体需要に支えられて、急速な成長を遂げると期待されています。

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・市場について調査分析し、市場の基本構造や最新情勢、市場規模の動向見通し (今後7年間分)、分野別の詳細動向、上流・下流部門の動静、主要企業のプロファイル (企業構造・業績・事業展開ほか)、といった情報を取りまとめてお届けいたします。

第1章 概要

• 定義と分類
• 特性と用途
• 産業連関構造

第2章 世界の炭化ケイ素産業の動向

• 炭化ケイ素の製錬・加工
  • 市場概況
  • 主要企業
• SiCパワー半導体
  • 概要
  • 市場の状況
  • SiC基板
  • SiCエピウエハー (エピタキシャルウエハー)
  • SiCパワー半導体
  • 主要企業

第3章 中国の炭化ケイ素産業の動向

• 政策
• 現状
• 発展動向

第4章 中国の炭化ケイ素製錬・加工市場

• 需給動向
  • 供給量
  • 需要量
  • ブレード級炭化ケイ素
• 輸出入動向
  • 輸出額
  • 輸入額
• 価格動向
• 企業間競争の動き

第5章 中国の炭化ケイ素 (SiC) 半導体市場

• 市場の現状
• SiC基板
  • 市場の現状
  • 主要企業
• SiCエピウエハー
• SiCデバイス
• 用途

第6章 中国の炭化ケイ素産業の上流・下流部門

• 上流工程
  • 珪砂
  • 無煙炭
  • 石油コークス
• 下流工程
  • 研磨剤
  • 難燃剤
  • 鋼鉄
  • 特殊セラミック
  • LED (発光ダイオード)
  • PV (太陽電池)
  • 新エネルギー車
  • マイクロ波装置
  • 5G通信基地局

第7章 中国の主要な炭化ケイ素製錬・加工企業

• Henan Yicheng New Energy Co., Ltd.
• Ningxia Orient Tantalum Industry Co., Ltd.
• JiangSu HaoBo New Materials Co., Ltd.
• Pingluo Binhe Sic Co., Ltd.
• Lanzhou Heqiao Resource Co., Ltd.
• NingXia Tianjing Long Ding Silicon Carbide Co., Ltd.
• Tianzhu Zhengyu Silicon Carbide Co., Ltd.
• Ningxia Jinjing Metallurgicals & Minerals Industrial Co., Ltd.
• Tonghua Hongxin Abrasive Co., Ltd.
• Linshu Zhengyu Silicon Carbide Factory
• Jiangsu Leyuan New Materials Group Co., Ltd.
• Hanjiang Hongyuan Xiangyang Silicon Carbide Special Ceramics Co., Ltd.
• Yili Master Carborundum Products Co., Ltd.
• Xinjiang Longhai Silicon Industry Development Co., Ltd.
• Shandong Jinmeng New Material Co., Ltd.

第8章 中国の主要なSiC半導体ベンダー

• Beijing TanKeBlue Semiconductor Co., Ltd.
• SICC Science & Technology Co., Ltd.
• Hebei Synlight Crystal Co., Ltd.
• Beijing Century Goldray Semiconductor Co., Ltd.
• Yangzhou Yangjie Electronic Technology Co., Ltd.
• Global Power Technology (Beijing) Co., Ltd.
• EpiWorld International Co., Ltd.
• Semiconductor Business Unit of Zhuzhou CRRC Times Electric Co., Ltd.
• Dongguan Tianyu Semiconductor Technology Co., Ltd.
• Xiamen Xinguangrunze Technology Co., Ltd.
• Roshow Technology CO., Ltd.
• CISRI-Zhongke Energy Conservation and Technology Co., Ltd.

Selected Charts

• SiC Industry Chain
• Global Silicon Carbide Capacity, 2012-2019E
• Structure of Downstream Demand for Silicon Carbide Worldwide, 2009-2019
• Major SiC Smelting and Processing Enterprises Worldwide
• Advantages of Third-generation SiC Semiconductor
• Main Applications of SiC Power Devices
• Policies on Supporting the Development of SiC Materials in Some Countries
• Global SiC Power Semiconductor Market Size, 2015-2025E
• Application Structure of Global SiC Semiconductor, 2016-2022E
• Global SiC n-type Substrate Shipment and Output Value, 2016
• Global SiC Epi-house & Epi-Service Suppliers
• Classification of SiC Power Devices
• Global Power Device Manufacturers
• Major Companies in Global SiC Semiconductor Industry Chain
• SiC MOSFET Roadmap of ST
• Policies on Silicon Carbide Industry in China, 2011-2018
• China's SiC Capacity (by Product), 2015-2019E
• China's SiC Semiconductor Industry Chain
• China's Silicon Carbide Output by Type, 2011-2019E
• China's Silicon Carbide Output by Region, 2019
• China's SiC Apparent Consumption, 2013-2025E
• China's SiC Demand Structure (by Product), 2019
• Comparison between Mortar Line Cutting and Diamond Wire Cutting
• Penetration Rate of Diamond Wire Cutting in Photovoltaic Industry
• Market Share of Major Electroplated Diamond Wire Manufacturers in China, 2016
• China's Export Volume and Value of Silicon Carbide, 2013-2019
• China's Import Volume and Value of Silicon Carbide, 2013-2019
• China's SiC Ex-factory Price (tax included), 2016-2019
• Black SiC Price Trend in Ningxia, 2017-2019
• Capacity of Major SiC Smelting and Processing Companies in China, 2019
• Major Companies in Chinese SiC Industry Chain
• China's SiC Semiconductor Output Value (by Industrial Chain Link), 2019
• International SiC Monocrystal Substrate Size and Share in Power Electronics, 2005-2020E
• Competitive Landscape of Global SiC Wafer Market (including R&D Institutions), 2019
• Development History of SiC Epitaxy
• China's Import Value and Export Value of Silica Sand and Quartz Sand, 2014-2019
• Anthracite Price Trend in North China, 2016-2019
• China's Petroleum Coke Output, 2010-2019
• Operating Rate of Petroleum Coke in China, 2017-2019
• Price Trend of Petroleum Coke in China, 2016-2019
• China's Petroleum Coke Import Structure (by Country), 2019
• Diagram of Silicon Wafer Cutting
• China's Output of Refractory Materials, 2010-2025E
• China's Output of Refractory Materials (by Type), 2010-2019
• Application of SiC in Steel Industry
• China's Output of Crude Steel, 2010-2025E
• China's Output of Electric Furnace Steel and Proportion, 2013-2025
• Top 10 Enterprises by Crude Steel Output in China, 2019
• Ceramic Matrix Composite Industry Chain
• Comparison between Three LED Chip Substrate Materials
• SiC Substrate LED Chip
• China's LED Output Value (by Production Process), 2011-2025E
• Market Share of LED Chip Vendors in Mainland China, 2016-2019
• Cost Structure of LED Chip
• China's Cumulative PV Installed Capacity, 2009-2025E
• China's Output and Sales of NEVs (by Type), 2013-2019
• Electric Vehicle Charging Pile Ownership and Pile-to-vehicle Ratio in China, 2015-2025E
• Revenue and Net Income of Yicheng New Energy, 2011-2019
• Revenue Breakdown of Yicheng New Energy by Business, 2016-2019
• Revenue Breakdown of Yicheng New Energy by Region,2011-2019
• Gross Margin of Yicheng New Energy,2011-2019
• R&D Expenditure of Yicheng New Energy and % of Total Revenue, 2012-2019
• Yicheng New Energy's Procurement from Top5 Suppliers, 2015-2019
• Yicheng New Energy's Sales from Top5 Customers, 2015-2019
• Output, Sales, and Inventory of Yicheng New Energy (by Product), 2013-2019
• SiC Revenue and Gross Margin of Yicheng New Energy, 2013-2019
• Revenue and Net Income of Yicheng New Energy's Silicon Carbide-related Subsidiaries, 2019
• Revenue and Net Income of Yicheng New Energy, 2017-2025E
• Revenue and Net Income of Ningxia Orient Tantalum Industry,2011-2019
• Revenue Breakdown of Ningxia Orient Tantalum Industry (by Business), 2012-2019
• Revenue Breakdown of Ningxia Orient Tantalum Industry (by Region),2012-2019
• Gross Margin of Ningxia Orient Tantalum Industry, 2012-2019
• Revenue from and Gross Margin of Silicon Carbide Business of Ningxia Orient Tantalum Industry, 2012-2019
• Specifications of Ningxia Orient Tantalum Industry's Silicon Carbide Products
• Development History of Haobo New Materials
• Revenue and Net Income of Haobo New Materials, 2013-2019
• Revenue Breakdown of Haobo New Materials (by Business), 2013-2019
• Gross Margin of Haobo New Materials, 2013-2019
• Development History of Lanzhou Heqiao Resource
• Shareholding Structure of Lanzhou Heqiao Resource
• Specifications of Lanzhou Heqiao Resource's Black SiC Grit
• Specifications of Lanzhou Heqiao Resource's Black SiC Powder
• Specifications of Lanzhou Heqiao Resource's High-density Large-crystal Black Silicon Carbide
• Lanzhou Heqiao Resource's High-density Large-crystal Black Silicon Carbide
• Specifications of Lanzhou Heqiao Resource's Black SiC Sand
• Major Economic Indices of NingXia Tianjing Long Ding, 2017-2019
• Specifications of Ningxia Jinjing Metallurgicals & Minerals Industrial's Black Silicon Carbide
• Shareholding Structure of TonghuaHongxin Abrasive
• Main Products of Jiangsu Leyuan New Materials Group
• Revenue and Net Income of TankeBlue Semiconductor, 2014-2019
• Revenue Breakdown of TankeBlue Semiconductor by Product, 2014-2019
• Revenue Breakdown of TankeBlue Semiconductor (by Region), 2014-2019
• Gross Margin of TankeBlue Semiconductor, 2014-2019
• TankeBlue Semiconductor's Sales from Top5 Customers, 2014-2019
• TankeBlue Semiconductor's Procurement from Top5 Suppliers, 2014-2019
• TankeBlue Semiconductor's R&D Expenditure, 2014-2016
• TankeBlue Semiconductor's 6-inch Conductive SiC Crystal
• TankeBlue Semiconductor's 2 to 4-inch Conductive SiC Wafers
• TankeBlue Semiconductor's X-inch Semi-insulating SiC Crystal
• TankeBlue Semiconductor's 2 to 4-inch Semi-insulating SiC Wafers
• TankeBlue Semiconductor's 2-inch SiC Wafer Standards
• TankeBlue Semiconductor's 3-inch SiC Wafer Standards
• TankeBlue Semiconductor's 4-inch SiC Wafer Standards
• TankeBlue Semiconductor's 6-inch SiC Wafer Standards
• TankeBlue Semiconductor's Dummy Grade SiC Wafer Standards
• Shareholding Structure of SICC Materials
• Foreign Sales Network of SICC Materials
• Domestic Sales Network of SICC Materials
• Specifications of SICC Materials' N-type 2-inch Substrate
• Specifications of SICC Materials' N-type 3-inch Substrate
• Specifications of SICC Materials' N-type 4-inch Substrate
• 4-inch SiC Products and Performance of Hebei Synlight Crystal
• 6-inch SiC Products and Performance of Hebei Synlight Crystal
• Development History of Beijing Century Goldray Semiconductor
• SiC-related Products and Applications of Beijing Century Goldray Semiconductor
• Development History of Yangzhou Yangjie Electronic Technology
• Revenue of Yangzhou Yangjie Electronic Technology (by Product), 2013-2019
• Development History of Xiamen XinGuangRunZe Technology
• Products of Xiamen XinGuangRunZe Technology

Silicon carbide (SiC) is the most mature and the most widely used among third-generation wide band gap semiconductor materials. Over the past two years, global SiC market capacity, however, hovered around 3 million tons due to producers' unwillingness to expand production, a result of high technical barriers (unstable quality of the raw material crystal column). China's SiC market remains in large size despite a late start, with its capacity sharing roughly 70% of global total in 2018.

Although China boasts a large SiC capacity, most of Chinese companies make little use of their capacity, stopping production or just producing sometime on account of environmental campaigns. In 2018, China's SiC output reached 910,000 tons (with capacity utilization close to 40%), an annualized slump of 15.7%. In the country, SiC products fall into black and green types, of which black SiC prevails in the market. In 2018, China produced 850,000 tons of black SiC (or 93.4% of the country's total SiC output), 15% less than in the previous year; its green SiC output plunged by 25% to 60,000 tons. The ever wider use of diamond in solar wafer cutting was another big reason why SiC output took a nosedive.

In China, demand from SiC power devices will be a stimulus to SiC market growth, and traditional applied industries like refractories and abrasives will need less. It can be seen from the trends of the international market that foreign automotive semiconductor vendors have set about seeking for long-term partnerships with SiC wafer suppliers; in the Chinese market, the collaborations between the Institute of Electrical Engineering (IEE) of Chinese Academy of Sciences (CAS), Tsinghua University and Belgium's CISSOID in 2019, are a boon for massive application of SiC devices to new energy vehicles. Additionally, SiC devices are extensively used in 5G base stations. In 2019, Xidian University succeeded in trial production of a 5G communication chip by using new-generation gallium nitride (GaN) material based on SiC substrate, breaking the overseas monopoly and paving the way for SiC being applied to domestic 5G market.

The burgeoning sectors like new energy vehicle and 5G will push up global SiC power semiconductor market size to a staggering $1.6 billion in 2025, compared with less than $400 million in 2018. The figure is expected to surge to virtually $5.0 billion in 2030, at an AAGR of at least 20%.

A combination of factors such as technological advances, favorable polices and growing demand will prop the Chinese SiC industry to soar.

‘China Silicon Carbide Industry Report, 2019-2025’ 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 12 silicon carbide semiconductor vendors (operation, revenue structure, silicon carbide business, etc.).

Table of Contents

1. Overview

• 1.1. Definition and Classification
• 1.2. Properties and Applications
• 1.3. Industry Chain

2. Development of Global Silicon Carbide Industry

• 2.1. Silicon Carbide Smelting and Processing
  • 2.1.1. Market Situation
• 2.1. 2. Key Companies
• 2.2. Silicon Carbide Power Semiconductor
  • 2.2.1. Overview
  • 2.2.2. Market Situation
  • 2.2.3. Silicon Carbide Substrate
  • 2.2.4. Silicon Carbide Epitaxial Wafer
  • 2.2.5. SiC Power Devices
  • 2.2.6. Key Companies

3. Development of China Silicon Carbide Industry

• 3.1. Policies
• 3.2. Status Quo
• 3.3. Development Trend

4. China Silicon Carbide Smelting and Processing Market

• 4.1. Supply and Demand
  • 4.1.1. Supply
  • 4.1.2. Demand
  • 4.1.3. Blade Grade Silicon Carbide
• 4.2. Import and Export
  • 4.2.1. Export
  • 4.2.2. Import
• 4.3. Price Trend
• 4.4. Corporate Competition

5. China Silicon Carbide Semiconductor Market

• 5.1. Market Situation
• 5.2. SiC Substrate
  • 5.2.1. Status Quo
  • 5.2.2. Key Companies
• 5.3. Silicon Carbide Epitaxial Wafer
• 5.4. Silicon Carbide Device
• 5.5. Application

6. Upstream and Downstream Sectors of China Silicon Carbide Industry

• 6.1. Upstream Sectors
  • 6.1.1. Quartz Sand
  • 6.1.2. Anthracite
  • 6.1.3. Petroleum coke
• 6.2. Downstream Sectors
  • 6.2.1. Abrasives
  • 6.2.2. Refractories
  • 6.2.3. Iron & Steel
  • 6.2.4. Special Ceramics
  • 6.2.5. LED
  • 6.2.6. PV
  • 6.2.7. New Energy Vehicles
  • 6.2.8. Microwave Device
  • 6.2.9. 5G Communication Base Station

7. Key Chinese Silicon Carbide Smelting and Processing Companies

• 7.1. Henan Yicheng New Energy Co., Ltd.
  • 7.1.1. Profile
  • 7.1.2. Operation
  • 7.1.3. Revenue Structure
  • 7.1.4. Gross Margin
  • 7.1.5. R&D and Investment
  • 7.1.6. Clients and Suppliers
  • 7.1.7. Silicon Carbide Business
  • 7.1.8. Prediction and Outlook
• 7.2. Ningxia Orient Tantalum Industry Co., Ltd.
  • 7.2.1. Profile
  • 7.2.2. Operation
  • 7.2.3. Revenue Structure
  • 7.2.4. Gross Margin
  • 7.2.5. Silicon Carbide Business
  • 7.2.6. Development Strategy
• 7.3. JiangSu HaoBo New Materials Co., Ltd.
  • 7.3.1. Profile
  • 7.3.2. Operation
  • 7.3.3. Revenue Structure
  • 7.3.4. Gross Margin
  • 7.3.5. Silicon Carbide Business
• 7.4. Pingluo Binhe Sic Co., Ltd.
  • 7.4.1. Profile
  • 7.4.2. Silicon Carbide Business
• 7.5. Lanzhou Heqiao Resource Co., Ltd.
  • 7.5.1. Profile
  • 7.5.2. Silicon Carbide Business
• 7.6. NingXia Tianjing Long Ding Silicon Carbide Co., Ltd.
  • 7.6.1. Profile
  • 7.6.2. Silicon Carbide Business
• 7.7. Tianzhu Zhengyu Silicon Carbide Co., Ltd.
  • 7.7.1. Profile
  • 7.7.2. Silicon Carbide Business
• 7.8. Ningxia Jinjing Metallurgicals & Minerals Industrial Co., Ltd.
  • 7.8.1. Profile
  • 7.8.2. Silicon Carbide Business
• 7.9. Tonghua Hongxin Abrasive Co., Ltd.
  • 7.9.1. Profile
  • 7.9.2. Silicon Carbide Business
• 7.10. Linshu Zhengyu Silicon Carbide Factory
  • 7.10.1. Profile
  • 7.10.2. Silicon Carbide Business
• 7.11. Jiangsu Leyuan New Materials Group Co., Ltd.
  • 7.11.1. Profile
  • 7.11.2. Silicon Carbide Business
• 7.12. Hanjiang Hongyuan Xiangyang Silicon Carbide Special Ceramics Co., Ltd.
  • 7.12.1. Profile
  • 7.12.2. Silicon Carbide Business
  • 7.12.3. Development Advantages
• 7.13. Yili Master Carborundum Products Co., Ltd.
  • 7.13.1. Profile
  • 7.13.2. Silicon Carbide Business
• 7.14. Xinjiang Longhai Silicon Industry Development Co., Ltd.
  • 7.14.1. Profile
  • 7.14.2. Silicon Carbide Business
• 7.15. Shandong Jinmeng New Material Co., Ltd.
  • 7.15.1. Profile
  • 7.15.2. Silicon Carbide Business

8. Key Chinese Silicon Carbide Semiconductor Vendors

• 8.1. Beijing TanKeBlue Semiconductor Co., Ltd.
  • 8.1.1. Profile
  • 8.1.2. Operation
  • 8.1.3. Revenue Structure
  • 8.1.4. Gross Margin
  • 8.1.5. Clients and Suppliers
  • 8.1.6. R&D and Investment
  • 8.1.7. Silicon Carbide Business
  • 8.1.8. Development Strategy
• 8.2. SICC Science & Technology Co., Ltd.
  • 8.2.1. Profile
  • 8.2.2. Silicon Carbide Business
• 8.3. Hebei Synlight Crystal Co., Ltd.
  • 8.3.1. Profile
  • 8.3.2. Silicon Carbide Business
• 8.4. Beijing Century Goldray Semiconductor Co., Ltd.
  • 8.4.1. Profile
  • 8.4.2. Silicon Carbide Business
• 8.5. Yangzhou Yangjie Electronic Technology Co., Ltd.
  • 8.5.1. Profile
  • 8.5.2. Operation
  • 8.5.3. Silicon Carbide Business
• 8.6. Global Power Technology (Beijing) Co., Ltd.
  • 8.6.1. Profile
  • 8.6.2. Silicon Carbide Business
• 8.7. EpiWorld International Co., Ltd.
  • 8.7.1. Profile
  • 8.7.2. Silicon Carbide Business
• 8.8. Semiconductor Business Unit of Zhuzhou CRRC Times Electric Co., Ltd.
  • 8.8.1. Profile
  • 8.8.2. Silicon Carbide Business
• 8.9. Dongguan Tianyu Semiconductor Technology Co., Ltd.
  • 8.9.1. Profile
  • 8.9.2. Silicon Carbide Business
• 8.10. Xiamen Xinguangrunze Technology Co., Ltd.
  • 8.10.1. Profile
  • 8.10.2. Silicon Carbide Business
• 8.11. Roshow Technology CO., Ltd.
  • 8.11.1. Profile
  • 8.11.2. Silicon Carbide Business
• 8.12. CISRI-Zhongke Energy Conservation and Technology Co., Ltd.
  • 8.12.1. Profile
  • 8.12.2. Silicon Carbide Business