Silicon Carbide Industry Annual Report 2021

Contents

1. Definition, Type, Distribution, Application 4
1.1 Definition 4
1.2 Type 4
1.2.1 By grade 4
1.2.2 By color 4
1.2.3 By size 4
1.3 Distribution 4
1.3.1 Distribution of black silicon carbide 4
1.3.2 Distribution of green silicon carbide 4
1.4 Application 5
1.4.1 By grade 5
1.4.2 By color 5
1.4.3 By size 5
2. Economy and Policy 5
2.1 Chinese economy and policy 5
2.1.1 China's new regulation on pollutant discharge permits to take effect on Mar 1 5
2.1.2 Tangshan requires production suspension and curtailment of blast furnaces in iron and steel industry 5
2.1.3 MEE: one-size-fit-all policy prohibited in autumn-winter air pollution prevention and control 5
2.1.Asian Metal Copyright5 Yichuanye to put silicon carbide process lines into production 16 4.Asian Metal Copyright4 China's central bank to cut reserve requirement ratio by 0.5 basis points from Dec 15 5
2.1.5 China announces start of latest round of central environmental protection supervision 5
3. Market Movements 5
3.1 Domestic market 5
3.1.1 Black silicon carbide 88%min 0-10mm EXW China 5
3.1.2 Black silicon carbide 98%min 10-30mm EXW China 6
3.1.3 Black silicon carbide 98%min F16-60 EXW China 7
3.1.Asian Metal Copyright92% YoY 19 5.Asian Metal Copyright4 Green silicon carbide 98.5%min 10-30mm EXW China 8
3.1.5 Green silicon carbide 98%min F240 EXW China 9
3.1.6 Green silicon carbide 98%min JIS2000 EXW China 10
3.2 Chinese export market 11
3.2.1 Black silicon carbide 88%min 0-10mm FOB China 11
3.2.2 Black silicon carbide 98%min F16-60 FOB China 12
3.2.3 Green silicon carbide 98%min F240 FOB China 12
3.2.4 Green silicon carbide 98%min JIS2000 FOB China 13
3.3 International market 14
3.3.1 Black silicon carbide 88%min 0-10mm CIF Europe 14
4. Company News 15
4.1 Yichuanye to start commercial production of silicon carbide 15
4.2 Xinjiang Yinet to suspend production of green silicon carbide 15
4.3 Ningxia Longding resumes production of black silicon carbide 15
4.4 Ningxia Binhe increases production of black silicon carbide 16
4.5 Yichuanye to put silicon carbide process lines into production 16
4.6 Vietnam New He Qiao reduces output of black silicon carbide 16
4.7 Star Semiconductor to raise funding to increase layout of silicon carbide power chips 16
4.8 Zehua Electronics to finish capping work for silicon carbide project 16
4.9 EpiWorld Silicon Carbide Industrial Park (Phase Two) finishes capping work 16
4.10 First Chinese silicon carbide vertically integrated production line put into operation 16
4.11 Guohong Zhongneng's silicon carbide substrates project put into production 16
4.12 Yitoa prepares to build a six inch silicon carbide production line 16
4.13 Cengol's silicon carbide chip project signed in Jinhua 16
4.14 Longtenghaitai to resume green silicon carbide production 16
4.15 Wingtech Technology: First batch of wafers and samples of silicon carbide products delivered 17
4.16 Longtenghaitai to halt green silicon carbide production 17
5. Producers Statistics 17
5.1 Chinese black silicon carbide producers' statistics 17
5.1.Asian Metal Copyright2 Black silicon carbide 98%min 10-30mm EXW China 6 3.Asian Metal Copyright1 Statistics on Chinese black silicon carbide producers' total number up by 2.56% YoY 17
5.1.Asian Metal Copyright89% YoY 19 5.Asian Metal Copyright2 Chinese black silicon carbide producers' production capacity up by 7.10% YoY 17
5.1.Asian Metal Copyright2.Asian Metal Copyright3 Chinese black silicon carbide producers' average operating rate up by 5.95% YoY 17
5.1.Asian Metal Copyright2 By color 4 1.Asian Metal Copyright4 Chinese black silicon carbide producers' output up by 13.47% YoY 18
5.1.Asian Metal Copyright1 By grade 5 1.Asian Metal Copyright5 Chinese black silicon carbide producers' inventory to production ratio down by 51.14% YoY 18
5.2 Statistics on Chinese green silicon carbide producers 19
5.2.1 Chinese green silicon carbide producers' total number unchanged YoY 19
5.2.2 Chinese green silicon carbide producers' production capacity unchanged YoY 19
5.2.Asian Metal Copyright Market Movements 5 3.Asian Metal Copyright3 Chinese green silicon carbide producers' average operating rate down by 11.89% YoY 19
5.2.Asian Metal Copyright4 Chinese green silicon carbide producers' output down by 11.Asian Metal Copyright4 Chinese green silicon carbide producers' output down by 11.92% YoY 19
5.2.Asian Metal Copyright Company News 15 4.Asian Metal Copyright5 Chinese green silicon carbide producers' inventory to production ratio up by 5.99 times YoY 20
6. Customs Statistics 20
6.1 China's silicon carbide exports in 2020 20
7. Supply and Demand Outlook 21
7.1 Black silicon carbide 21
7.2 Green silicon carbide 21
.Asian Metal Copyright5 Green silicon carbide 98%min F240 EXW China 9 3Asian Metal Copyright