more on 3rd gen semiconductor materials.
Hebei Sinopack says its is supplying BYD & Gree Electric with SiC MOSFET for testing & introduction
Demand for SiC is just exploding right now
They announced plans for expanding SiC capacity last year
worked out to be 120k wafers per year of 6-inch wafers
1.2 million GaN modules for 4G/5G base stations
as well as 24k SiC power modules (that doesn't seem like a lot)
and 12 million SiC SBD/MOSFET tubes
CETC affiliated companies like Hebei Sinopack has quite the capacity now
They signed up FAW last year
and now reported in October that they'd produce SiC MOSFET for BYD & Gree
See the organization chart here. Got all the 5G base station heavyweights as well as their own substrate producers and such
1200V is the main demand, but they are also producing 1700V and they are working on 3300V also.
Good to see this, since that means CETC cost will continue to come down which will lead to lower cost for their PLA related stuff also