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市場調查報告書

中國的碳化矽產業:2015年∼2019年

China Silicon Carbide Industry Report, 2015-2019

出版商 ResearchInChina 商品編碼 351295
出版日期 內容資訊 英文 86 Pages
商品交期: 最快1-2個工作天內
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中國的碳化矽產業:2015年∼2019年 China Silicon Carbide Industry Report, 2015-2019
出版日期: 2016年01月27日 內容資訊: 英文 86 Pages
簡介

中國,是全球最大的碳化矽 (SiC) 的生產國與出口國。其生產能力達到220萬噸,佔全球整體的80%以上。中國的整體產量,2014年達到約103萬噸,2015年為120萬噸。

本報告提供中國的碳化矽產業調查分析,產業概要與發展,上游、下游部門的發展,主要企業簡介等系統性資訊。

第1章 概要

  • 定義與分類
  • 特性與用途
  • 市場特徵

第2章 全球碳化矽產業的發展

  • SiC的原料
  • SiC的晶圓

第3章 中國的碳化矽產業的發展

  • 現狀
  • 相關政策
  • 需求與供給
  • 競爭情形
  • 進出口
  • 價格趨勢
  • 發展趨勢

第4章 中國的碳化矽產業的上游、下游部門的發展

  • 上游部門
  • 下游部門

第5章 主要企業

  • Henan Yicheng New Energy Co., Ltd.
  • Ningxia Orient Tantalum Industry Co., Ltd.
  • Xinjiang Tianfu Energy Co., Ltd.
  • Lanzhou Heqiao Resource Co., Ltd.
  • Ningxia Jinjing Metallurgicals and Minerals Industrial Co., Ltd
  • Linshu Zhengyu Silicon Carbide Factory
  • Tonghua Hongxin Abrasive Co., Ltd.
  • Jiangsu Leyuan Material Co., Ltd.
  • Hanjiang Hongyuan Xiangyang Silicon Carbide Special Ceramics Co., Ltd.
  • YILI MASTER Carborundum Products Co., Ltd.
  • 其他企業

圖表

目錄
Product Code: ZLC029

China is the largest producer and exporter of silicon carbide in the world, with the capacity reaching 2.2 million tons, accounting for more than 80% of the global total. In 2014, the total silicon carbide output in China approximated 1.03 million tons, including 670,000 tons of black silicon carbide and 360,000 tons of green silicon carbide, with a very low capacity utilization rate. It is projected that the total output in 2015 would reach 1.2 million tons.

As China's silicon carbide export quota was abolished in 2013, China's silicon carbide exports have, to a greater or lesser degree, expanded in recent years. But this was not true in 2015, which saw a low-speed growth rate. In Jan.-Nov. 2015, China's silicon carbide exports came to 291,100 tons, up 0.4% from the same period of last year; and the average export price fell from USD1.1/kg in 2013 to USD0.97/kg.

There are about 200 SiC raw materials manufacturers in China, including Yicheng New Energy, Xinjiang Longhai Silicon, Lanzhou Heqiao, and Ningxia Jinjing, etc. Among them, Yicheng New Energy constitutes China's largest silicon carbide blade material production and recycling company, with its annual silicon carbide capacity totaling 210,000 tons and its annual wafer cutting mortar recycling capacity more than 60,000 tons.

With overcapacity of SiC raw materials and ongoing falling prices in China, the corporate profits were severely squeezed. Hence, it becomes an inevitable trend to aggressively develop high value-added SiC wafer products so as to raise SiC value. Despite the fact that SiC wafer production technologies were previously in the hands of Cree, a US company, China has now broken the monopoly and achieved mass production of SiC wafer of certain size.

At present, the enterprises that mass produce SiC wafer include TanKeBlue Semiconductor, SICC Materials, EpiWorld International, and Dongguan Tianyu Semiconductor; the sole enterprise that can produce SiC devices is Global Power Technology.

TanKeBlue Semiconductor, a wholly-owned subsidiary of Xinjiang Tianfu Energy, is the first and largest supplier of SiC mono-crystal products in China. Currently, the company has developed 2-inch, 3-inch, 4-inch and 6-inch SiC wafers, with its annual capacity of 70,000 pieces.

Global Power Technology, a leader in China in industrialization of SiC power devices, has China's only SiC device production line. In 2014, the company succeeded in mass producing SiC Schottky Barrier Diode, but the scale was still at the starting stage, with the current capacity of only 4,000 pieces/a.

The report mainly deals with the followings:

  • Development of global silicon carbide industry, including the status quo of SiC raw materials and SiC wafer, etc.
  • Development of China silicon carbide industry, including status quo, supply and demand, competition landscape, import & export, price trend, and development trends, etc.;
  • Development of upstream and downstream sectors of silicon carbide industry;
  • Operation and silicon carbide business of 18 silicon carbide manufacturers in China.

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Table of Contents

1 Overview

  • 1.1 Definition and Classification
  • 1.2 Properties and Applications
  • 1.3 Market Features

2 Development of Global Silicon Carbide Industry

  • 2.1 SiC Raw Materials
  • 2.2 SiC Wafer

3 Development of China Silicon Carbide Industry

  • 3.1 Status Quo
  • 3.2 Related Policies
  • 3.3 Supply and Demand
  • 3.4 Competitive Landscape
    • 3.4.1 Raw Materials Manufacturers
    • 3.4.2 Wafer-related Enterprises
  • 3.5 Import and Export
    • 3.5.1 Import
    • 3.5.2 Export
    • 3.5.3 Average Price Comparison
  • 3.6 Price Trend
    • 3.6.1 Black Silicon Carbide
    • 3.6.2 Green Silicon Carbide
  • 3.7 Development Trend
    • 3.7.1 Industrial Integration Helps Boost Industrial Concentration
    • 3.7.2 Growth in Demand from Downstream Sectors Promote the Development of the Industry
    • 3.7.3 Product Quality Gets Improved
    • 3.7.4 Gradual Popularization of Silicon Carbide Semiconductor Devices

4 Development of Upstream and Downstream Sectors of China Silicon Carbide Industry

  • 4.1 Upstream Sectors
    • 4.1.1 Quartz Sand
    • 4.1.2 Anthracite
    • 4.1.3 Petroleum Coke
  • 4.2 Downstream Sectors
    • 4.2.1 Abrasives
    • 4.2.2 Refractories
    • 4.2.3 Iron & Steel
    • 4.2.4 Ceramics
    • 4.2.5 Electronics

5 Key Enterprises

  • 5.1 Henan Yicheng New Energy Co., Ltd.
    • 5.1.1 Profile
    • 5.1.2 Operation
    • 5.1.3 Revenue Structure
    • 5.1.4 Gross Margin
    • 5.1.5 R&D and Investment
    • 5.1.6 Silicon Carbide Business
    • 5.1.7 Anticipation and Outlook
  • 5.2 Ningxia Orient Tantalum Industry Co., Ltd.
    • 5.2.1 Profile
    • 5.2.2 Operation
    • 5.2.3 Revenue Structure
    • 5.2.4 Gross Margin
    • 5.2.5 R & D and Investment
    • 5.2.6 Silicon Carbide Business
    • 5.2.7 Anticipation and Outlook
  • 5.3 Xinjiang Tianfu Energy Co., Ltd.
    • 5.3.1 Profile
    • 5.3.2 Operation
    • 5.3.3 Revenue Structure
    • 5.3.4 Gross Margin
    • 5.3.5 Silicon Carbide Business
  • 5.4 Lanzhou Heqiao Resource Co., Ltd.
    • 5.4.1 Profile
    • 5.4.2 Operation
  • 5.5 Ningxia Jinjing Metallurgicals and Minerals Industrial Co., Ltd
    • 5.5.1 Profile
    • 5.5.2 Silicon Carbide Business
  • 5.6 Linshu Zhengyu Silicon Carbide Factory
    • 5.6.1 Profile
    • 5.6.2 Development Advantages
  • 5.7 Tonghua Hongxin Abrasive Co., Ltd.
    • 5.7.1 Profile
    • 5.7.2 Silicon Carbide Business
  • 5.8 Jiangsu Leyuan Material Co., Ltd.
    • 5.8.1 Profile
    • 5.8.2 Silicon Carbide Business
  • 5.9 Hanjiang Hongyuan Xiangyang Silicon Carbide Special Ceramics Co., Ltd.
    • 5.9.1 Profile
    • 5.9.2 Silicon Carbide Business
    • 5.9.3 Development Advantages
  • 5.10 YILI MASTER Carborundum Products Co., Ltd.
    • 5.10.1 Profile
    • 5.10.2 Silicon Carbide Business
  • 5.11 Other Enterprises
    • 5.11.1 Xinjiang Longhai Silicon Co., Ltd.
    • 5.11.2 Weifang Liuhe Sic Micro Powder Co., Ltd.
    • 5.11.3 Shandong Jinmeng New Materials Co., Ltd.
    • 5.11.4 SICC Materials Co., Ltd
    • 5.11.5 EpiWorld International Co., Ltd
    • 5.11.6 Dongguan Tianyu Semiconductor Technology Co., Ltd.
    • 5.11.7 Global Power Technology (Beijing) Co. Ltd.
    • 5.11.8 Gansu Jiangang Silicon Carbide Co. Ltd.

Selected Charts

  • Global Silicon Carbide Capacity (by Region), 2015
  • Major Global Silicon Carbide Manufacturers and Their Capacity
  • Structure (%) of Downstream Demand for Silicon Carbide Worldwide, 2009-2015
  • Performance Comparison of SiC Chips
  • Classification of Silicon Carbide Wafer Power Devices
  • Global Silicon Carbide Device Companies
  • Policies on Silicon Carbide Industry in China, 2005-2015
  • Capacity of Major Silicon Carbide Manufacturers in China, 2015
  • SiC Device Enterprises in China
  • China's Silicon Carbide Import Volume and Value, 2009-2015
  • China's Top 10 Silicon Carbide Import Origins by Import Volume, 2015
  • China's Top 10 Provinces by Import Volume of Silicon Carbide, 2015
  • China's Silicon Carbide Export Volume and Value, 2009-2015
  • China's Top 10 Silicon Carbide Export Destinations by Export Volume, 2015
  • China's Top 10 Provinces by Export Volume of Silicon Carbide, 2015
  • Average Import and Export Price Comparison of Silicon Carbide in China, 2009-2015
  • Price Trend for Black SiC Lump in China, 2015
  • Price Trend for Black SiC Sand in China, 2015
  • Price Trend for Black SiC Various Grit Sand in Gansu, 2015
  • Price Trend for Black SiC Powder in Gansu, 2015
  • Price Trend for Green SiC Lump in China, 2015
  • Price Trend for Green SiC Powder (European Standard) in China, 2015
  • Price Trend for Green SiC Powder (Japanese Standard) in China, 2015
  • Distribution of Quartz Sand Reserves in China
  • China's Anthracite Output, 2009-2015
  • China's Petroleum Coke Output, 2009-2015
  • China's Petroleum Coke Output, 2014-2015
  • Photovoltaic Installed Capacity and YoY Growth in China, 2009-2015
  • Output Structure (%) of Global Refractory Materials by Region, 2015
  • Output of Refractory Materials in China by Type, 2012-2015
  • Output of Refractory Raw Materials and Products in China, 2009-2015
  • Output of Crude Steel in China, 2009-2015
  • Output of Ceramic Tiles in China, 2009-2015
  • Number of Special Ceramics Enterprises above Designated Size in China and Their Operating Revenue, 2009-2015
  • Regional Distribution of LED Industry in China
  • Output Value of China LED Industry, 2009-2015
  • Output Value of China LED Industry (by Type), 2009-2015
  • China's MOCVD Ownership, 2009-2015
  • China's Output of Electronic Components, 2009-2015
  • Revenue and Net Income of Yicheng New Energy, 2011-2015
  • Revenue Breakdown of Yicheng New Energy by Product, 2011-2015
  • Revenue Structure of Yicheng New Energy by Product, 2011-2015
  • Revenue Breakdown of Yicheng New Energy by Region, 2011-2015
  • Revenue Structure of Yicheng New Energy by Region, 2011-2015
  • Gross Margin of Yicheng New Energy, 2011-2015
  • Gross Margin of Yicheng New Energy by Product, 2011-2015
  • Gross Margin of Yicheng New Energy by Region, 2011-2015
  • R&D Costs and % of Total Revenue of Yicheng New Energy, 2012-2015
  • Output, Sales Volume, and Inventory of Yicheng New Energy, 2013-2014
  • Silicon Wafer Cutting Edge Material Revenue of Yicheng New Energy, 2011-2015
  • Revenue and Net Income of Yicheng New Energy, 2014-2019E
  • Revenue and Net Income of Ningxia Orient Tantalum Industry, 2011-2015
  • Revenue Breakdown of Ningxia Orient Tantalum Industry by Product, 2012-2015
  • Revenue Structure of Ningxia Orient Tantalum Industry by Product, 2012-2015
  • Revenue Breakdown of Ningxia Orient Tantalum Industry by Region, 2012-2015
  • Revenue Structure of Ningxia Orient Tantalum Industry by Region, 2012-2015
  • Gross Margin of Ningxia Orient Tantalum Industry, 2011-2015
  • Gross Margin of Ningxia Orient Tantalum Industry by Product, 2012-2015
  • R&D Costs and % of Total Revenue of Ningxia Orient Tantalum Industry, 2012-2015
  • Silicon Carbide Revenue of Ningxia Orient Tantalum Industry, 2012-2015
  • Revenue and Net Income of Ningxia Orient Tantalum Industry, 2014-2019E
  • Revenue and Net Income of Xinjiang Tianfu Energy, 2011-2015
  • Revenue Breakdown of Xinjiang Tianfu Energy by Product, 2012-2015
  • Gross Margin of Xinjiang Tianfu Energy by Product, 2012-2015
  • Equity Structure of TanKeBlue Semiconductor, 2015
  • Key Technologies of TanKeBlue Semiconductor
  • Corporate Structure of TanKeBlue Semiconductor
  • Revenue and Net Income of TanKeBlue Semiconductor, 2011-2015
  • TankeBlue's Semiconductor 2-inch SiC Wafer Standards
  • TankeBlue's Semiconductor 3-inch SiC Wafer Standards
  • TankeBlue's Semiconductor 4-inch SiC Wafer Standards
  • TankeBlue's D-grade Silicon Carbide Crystal Standards
  • Main Performance Indicators of Large Crystalline Black SiC of Hanjiang Hongyuan,
  • Product Specification, Application, and Capacity of Weifang Liuhe
  • Parameters of SICC Materials N 2-inch Substrates
  • Parameters of SICC Materials N 3-inch Substrates
  • Parameters of SICC Materials N 4-inch Substrates
  • Parameters of Dongguan Tianyu Semiconductor's 6-inch SiC Epitaxial Wafer
  • Parameters of Dongguan Tianyu Semiconductor's 4-inch SiC Epitaxial Wafer

Related Companies

  • Henan Xindaxin Materials Co., Ltd.(300080.SZ)
  • Ningxia Orient Tantalum Industry Co.,Ltd.(000962.SZ)
  • Xinjiang Tianfu Thermoelectric Co.,Ltd.(600509.SH)
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