China Resources Micro: Chongqing 12-inch production capacity increased, Shenzhen 12-inch production line will be completed by the end of next year
China Resources Micro's latest investor relations activity table information shows that in terms of wafer manufacturing, the production capacity of China Resources Micro's 6-inch production line has reached 230,000/month, the production capacity of 8-inch production line is 140,000 pieces/month, and the production capacity of 12-inch is at In the stage of rapid volume increase, it is expected to be 20,000-25,000 pieces/month by the end of the year.
In terms of the layout of the 12-inch production line, CR Micro said that the Chongqing 12-inch production line focuses on power devices, and the products are mainly MOSFETs and IGBTs. Among them, MOSFETs focus on the layout of medium and low-voltage advanced trench MOS and high-voltage super-junction MOS. The current product verification speed and The ramp-up progress of the product is going on as planned, and it is expected to reach 20,000 pieces by the end of the year, and strive to reach 25,000 pieces. The production capacity is expected to reach 30,000 pieces next year, and strive to reach 35,000 pieces. The Shenzhen 12-inch line is expected to be completed by the end of 2024, focusing on 40-90nm characteristic analog power IC products. Key products, one is related to power supply, including power drive, battery protection, etc., and the other is microcontroller, including MCU, etc.
Regarding the layout of the third-generation semiconductors, CR Micro said that the third-generation wide-bandgap semiconductors silicon carbide and gallium nitride have both scaled up. In the first half of this year, the sales revenue of silicon carbide and gallium nitride products increased by about 3.6 times year-on-year. The growth rate in the second half of the year will continue to increase.
In terms of downstream applications, silicon carbide products are mainly used in automotive electronics, charging piles, industrial power supplies, photovoltaics, energy storage, etc. SiC diodes, SiC MOSFETs, and SiC module products have entered automotive electronics applications. Gallium Nitride products are mainly used in PC power supply, motor drive, lighting power supply, and mobile phone fast charging. In the fields of communication, industrial control, lighting, and fast charging, we work closely with leading customers in the industry, and the products have entered the stage of mass supply.
