At the 2023 annual and 2024 first quarter results and cash dividend briefing held on the afternoon of May 14, the general manager of the company said that the company's silicon carbide orders are currently in the state of customer delivery, and it is expected that the loading of silicon carbide main drive modules will exceed 8,000 in May and 20,000 in June. In April, the company's 6-inch and 8-inch capacity were basically in full production, and the capacity utilization rate of 5-inch and 12-inch was about 80%.
Hangzhou Silan Microelectronics Co., Ltd. was established in September 1997, focusing on the design, manufacture and packaging of silicon semiconductors and compound semiconductor products. In March 2003, the company's shares were listed on the Shanghai Stock Exchange, and the monthly production capacity of the advanced compound semiconductor manufacturing production line has reached 140,000 pieces.
According to the 2023 annual report released on the official website of Silan Micro on April 9, in 2023, the total operating income of Silan Micro will be 934,000 yuan, an increase of 12.77% over 2022.
Revenue of discrete device products
In 2023, the operating income of discrete device products will be 4.832 billion yuan, an increase of 8.18% over the previous year, and the revenue of SiC devices will grow rapidly. IGBT's operating income has reached 1.4 billion yuan, an increase of more than 140% over the same period last year.
The main motor drive module of electric vehicles based on the company's self-developed V-generation IGBT and FRD chips has been supplied in batches to many customers at home and abroad, such as BYD, Geely, Leap, GAC, Inovance, Dongfeng, Changan, etc.; The company's IGBT devices (single tube) and MOSFET devices (single tube) for automobiles have been shipped in large quantities, and the company's IGBT devices (finished products), inverter control modules, and SiC MOS devices for photovoltaics have also been shipped in batches. At the same time, the company's IGBT and FRD chips used in automotive main drive have been sold in batches in many module packaging factories at home and abroad, and are in the process of further expanding customers and continuing to increase volume.
图：士兰微40mΩ 1200V 碳化硅MOS功率管SCDP120R040NB2P4B
In 2023, the company will accelerate the construction of the "Silan Ming Gallium SiC Power Device Chip Production Line" project. Up to now, Silan Ming Gallium has formed a monthly production capacity of 6,000 pieces of 6-inch SiC MOS chips, and is expected to form a monthly production capacity of 12,000 pieces of 6-inch SiC MOS chips by the end of 2024.
The company has completed the development of the third generation planar gate SiC-MOSFET technology, and the performance indicators have reached the advanced level of similar device structures in the industry. The electric vehicle main motor drive module based on the company's self-developed II. generation SiC-MOSFET chip has passed some customer tests and has begun mass production and delivery in the first quarter of 2024, and the annual sales of silicon carbide PIM modules for automotive main drives are expected to reach 1 billion yuan.
图:士兰微1200V 13.5mΩ SiC MOSFET芯片3VC5141K2YH(平面型)
In 2023, the company launched a hybrid parallel drive solution for SiC and IGBTs, including an isolated gate drive circuit.
Silan Micro is accelerating the construction of automotive-grade IGBT chips, SiC-MOSFET chips and automotive-grade power modules (PIM) production capacity, and it is expected that the company's IGBT device finished products and chips, PIM modules (IGBT modules and SiC modules) and other products will grow rapidly in the future.
Figure: Silan Micro automotive-grade 600A/1200V IGBT module
On November 22, 2023, Silan Micro set an increase of 4.96 billion yuan, and the net amount of funds raised was about 4.913 billion yuan. The funds raised will be used for an annual output of 360,000 pieces of 12-inch chip production line project, SiC power device production line construction project, automotive semiconductor packaging project (phase I) and supplementary working capital. Later, it also increased its capital by 750 million yuan to Silan Ming Gallium for the "SiC power device production line construction project", and after the completion of the capital increase, the shareholding ratio was changed to 48.16%, becoming the largest shareholder and gaining control.
Source: Tianyancha
Outlook for 2024
In 2024, Silan Micro will accelerate the construction of fundraising and investment projects such as Silan Minggallium's "SiC Power Device Chip Production Line Project" and Chengdu Silan's "Automotive Semiconductor Packaging Project (Phase I)", and continue to accelerate the construction of Silan Jike's 12-inch power semiconductor chip manufacturing production line project. It is planned to build a new 8-inch SiC power device chip production line at Silan Minggallium, accelerate the research and development of GaN power device products in Hangzhou Silan Jixin, and continue to expand the production capacity of 8-inch line.
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Source: Aibang Semiconductor Network
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