In 2023, silicon carbide manufacturers will be very busy.
Infineon, which has no "sense of security" , has made great strides in silicon carbide: its expansion is vigorous, and even this move is expected to disturb the pattern, and the industrial chain is therefore intensively united. Clearly, SiC has a headwind in this process.
With the rapid growth of downstream demand, semiconductor manufacturer Infineon has extended the silicon carbide supply agreement with Resonac (formerly known as Showa Denko), and the scope of cooperation between the two major manufacturers has also expanded.
Infineon's heavy deployment of silicon carbide this time is to achieve the goal of ten times the production capacity. It is reported that the brand has begun to increase material procurement. Resonac will also provide Infineon with SiC materials for the production of power semiconductors. It is reported that Infineon Technologies was officially established in Munich, Germany on April 1, 1999. It is one of the world's leading semiconductor companies; and Resonac has been established since 1939. The group has 139 affiliated companies and more than 11,200 employees around the world. , Carry out personalized careers around the world.
According to the trend analysis of the silicon carbide industry in 2023, it can be seen that the supply will be in short supply in the next five to ten years.
In fact, as early as 2018, Infineon signed a long-term supply agreement for silicon carbide wafers with another major manufacturer, Cree.
As we all know, Infineon's silicon carbide downstream covers energy storage + photovoltaic + new energy vehicles, and the company's plan to build a car-grade full silicon carbide power module production line is also expected. In addition, last year, Infineon announced that it would supply silicon carbide chips to Stellantis, with an agreement value of over US$1 billion ; at the same time, Infineon and Fingerprints jointly simplified the production of biometric payment cards and improved security.
Last year, Infineon planned to invest 5 billion euros to build a new plant in Dresden, the largest single investment in the company's history.
On the other hand, Infineon also cooperates with NuCurrent to deploy smart door lock and energy harvesting technology, and cooperates with Green Hills Software to provide a complete automotive security solution based on the TRAVEO T2G series microcontroller.
WDA Pinjia Group also launched a smart door lock solution based on Infineon products. Today, Infineon has launched PQFN package, double-sided heat dissipation, 25-150V OptiMOS™ source bottom power MOSFET, and announced the sale of part of the DC-DC converter business.
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