中国の炭化ケイ素産業：2018年〜2023年

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。

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

• 炭化ケイ素の製錬・加工
• 炭化ケイ素 (SiC) パワー半導体
  • 概要
  • 市場の状況
  • 主要企業

第3章 中国の炭化ケイ素産業

• 政策
• 現状
• 発展動向

第4章 中国の炭化ケイ素製錬・加工産業

• 需給動向
  • 供給量
  • 需要量
  • ブレード級の炭化ケイ素
• 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

第7章 中国の主な炭化ケイ素製錬・加工企業

• Henan Yicheng New Energy Co., Ltd.
• Ningxia Orient Tantalum Industry Co., Ltd.
• Jiangsu Haobo New Materials Co., Ltd.
• Pingluo Binhe Silicon Carbide Products Co., Ltd.
• Lanzhou Heqiao Resource Co., Ltd.
• Ningxia Tianjing Longding Silicon Carbide Co., Ltd.
• Tianzhu Zhengyu Silicon Carbide Co., Ltd.
• Ningxia Jinjing New Materials 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 Materials Co., Ltd.

第8章 中国の主な炭化ケイ素半導体ベンダー

• TanKeBlue Semiconductor Co., Ltd.
• SICC Materials 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 Co., Ltd. (TYSiC)
• Xiamen Xinguangrunze Technology Co., Ltd.

Selected Charts

• SiC Industry Chain
• Global SiC Capacity, 2012-2018
• Structure of Downstream Demand for SiC Worldwide, 2009-2018
• Major SiC Smelting and Processing Enterprises Worldwide
• Advantages of Third-generation SiC Semiconductor
• Application of SiC Power Devices
• Policies for SiC in Some Countries and Regions
• Global SiC Power Semiconductor Market Size, 2015-2023E
• 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
• Policies on SiC in China, 2011-2018
• China's SiC Capacity (by Product), 2015-2018
• China's SiC Semiconductor Industry Chain
• China's SiC Output (by Product), 2011-2018
• China's SiC Output (by Region), 2017
• China's SiC Apparent Consumption, 2013-2018
• China's SiC Demand Structure (by Product), 2017
• 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 SiC Export, 2013-2018
• China's SiC Export Value (by Destination), 2017
• China's SiC Import, 2013-2018
• China's SiC Import Value (by Country of Origin), 2017
• China's SiC Ex-factory Price (tax included), 2016-2017
• Black SiC Price Trend in Ningxia, 2017-2018
• Capacity of Major SiC Smelting and Processing Companies in China, 2017
• Major Companies in Chinese SiC Industry Chain
• China's SiC Semiconductor Output Value (by Industrial Chain Link), 2017
• International SiC Monocrystal Substrate Size and Share in Power Electronics, 2005-2020E
• Competitive Landscape of Global SiC Wafer Market (including R&D Institutions), 2018
• Development History of SiC Epitaxy
• China's Import Value and Export Value of Silica Sand and Quartz Sand, 2014-2018
• Anthracite Price Trend in North China, 2016-2018
• China's Output of Petroleum Coke, 2010-2018
• Operating Rate of Petroleum Coke in China, 2017-2018
• Price Trend of Petroleum Coke in China, 2016-2018
• China's Petroleum Coke Import Structure (by Country), 2017
• Diagram of Silicon Wafer Cutting
• China's Output of Refractories and YoY Growth, 2010-2023E
• China's Output of Refractories (by Product), 2010-2017
• Application of SiC in Steel Industry
• China's Output of Crude Steel and YoY Growth, 2010-2023
• China's Output of Electric Furnace Steel and Proportion, 2013-2023
• Top 10 Enterprises by Crude Steel Output in China, 2017
• Ceramic Matrix Composite Industry Chain
• Comparison between Three LED Chip Substrate Materials
• SiC Substrate LED Chip
• China's LED Output Value (by Production Process), 2011-2023E
• Market Share of LED Chip Vendors in Mainland China, 2016-2018
• Cost Structure of LED Chip
• China's Cumulative PV Installed Capacity, 2009-2023E
• China's Output and Sales of New Energy Vehicle (by type), 2013-2018
• Electric Vehicle Charging Pile Ownership and Pile-to-vehicle Ratio in China, 2015-2023E
• Revenue and Net Income of Yicheng New Energy, 2011-2018
• Revenue Breakdown of Yicheng New Energy by Business, 2016-2017
• Revenue Breakdown of Yicheng New Energy by Region, 2011-2017
• Consolidated Gross Margin of Yicheng New Energy, 2011-2018
• R&D Costs of Yicheng New Energy and % of Total Revenue, 2012-2017
• Yicheng New Energy's Procurement from Top 5 Suppliers, 2015-2018
• Yicheng New Energy's Revenue from Top 5 Customers, 2015-2018
• SiC Output and Sales of Yicheng New Energy, 2013-2017
• SiC Revenue and Gross Margin of Yicheng New Energy, 2013-2017
• Revenue and Net Income of Yicheng New Energy's SiC-related Subsidiaries, 2017
• Revenue and Net Income of Yicheng New Energy, 2017-2023E
• Revenue and Net Income of Ningxia Orient Tantalum Industry, 2011-2018
• Revenue Breakdown of Ningxia Orient Tantalum Industry (by Business), 2012-2017
• Revenue Breakdown of Ningxia Orient Tantalum Industry (by Region), 2012-2017
• Consolidated Gross Margin of Ningxia Orient Tantalum Industry, 2012-2018
• SiC Revenue and Gross Margin of Ningxia Orient Tantalum Industry, 2012-2017
• Specifications of Ningxia Orient Tantalum Industry's SiC Products
• Development History of Jiangsu Haobo New Materials
• Revenue and Net Income of Jiangsu Haobo New Materials, 2013-2017
• Operating Revenue of Jiangsu Haobo New Materials (by Business), 2013-2017
• Gross Margin of Jiangsu Haobo New Materials, 2013-2017
• Development History of Lanzhou Heqiao Resource
• Equity 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
• Main Economic Indicators of Ningxia Tianjing Longding Silicon Carbide, 2017-2018
• Specifications of Ningxia Jinjing New Materials's Black SiC
• Equity Structure of Tonghua Hongxin Abrasive
• Main Products of Jiangsu Leyuan New Materials Group
• Key Performance Indicators of Large-crystal Black SiC of Hangjiang Hongyuan Xiangyang Silicon Carbide Special Ceramics
• Specifications and Models of SiC Industrial Pumps of Hangjiang Hongyuan Xiangyang Silicon Carbide Special Ceramics
• Revenue and Net Income of TankeBlue Semiconductor, 2014-2017
• Operating Revenue of TankeBlue Semiconductor (by Product), 2014-2017
• Operating Revenue of TankeBlue Semiconductor (by Region), 2014-2017
• Gross Margin of TankeBlue Semiconductor, 2014-2017
• TankeBlue Semiconductor's Revenue from Top 5 Customers, 2014-2017
• TankeBlue Semiconductor's Procurement from Top 5 Suppliers, 2014-2017
• R&D Expenditure of TankeBlue Semiconductor, 2014-2016
• 6-inch Conductive SiC Crystal of TankeBlue Semiconductor

2 to 4-inch Conductive SiC Wafers of TankeBlue Semiconductor

• X-inch Semi-insulating SiC Crystal of TankeBlue Semiconductor

2 to 4-inch Semi-insulating SiC Wafers of TankeBlue Semiconductor

• 2-inch SiC Wafer Standards of TankeBlue Semiconductor
• 3-inch SiC Wafer Standards of TankeBlue Semiconductor
• 4-inch SiC Wafer Standards of TankeBlue Semiconductor
• 6-inch SiC Wafer Standards of TankeBlue Semiconductor
• Test- level SiC Wafer Standards of TankeBlue Semiconductor
• Equity 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), 2013-2017
• Development History of Xiamen XinGuangRunZe Technology
• Products of Xiamen XinGuangRunZe Technology

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.).

Table of Contents

1 Overview

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

2 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 Silicon Carbide Device
  • 2.2.6 Key Companies

3 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 Silicon Carbide 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 of Silicon Carbide in China

• 6.1 Upstream
  • 6.1.1 Quartz Sand
  • 6.1.2 Anthracite
  • 6.1.3 Petroleum Coke
• 6.2 Downstream
  • 6.2.1 Abrasives
  • 6.2.2 Refractories
  • 6.2.3 Steel
  • 6.2.4 Special Ceramics
  • 6.2.5 LED
  • 6.2.6 PV
  • 6.2.7 New Energy Vehicle
  • 6.2.8 Microwave Device

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 Forecast 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 Silicon Carbide Products 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 Longding 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 New Materials 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 Materials Co., Ltd.
  • 7.15.1 Profile
  • 7.15.2 Silicon Carbide Business

8 Key Chinese Silicon Carbide Semiconductor Vendors

• 8.1 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 Materials 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 Co., Ltd. (TYSiC)
  • 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