Core Joint Integration: 90%SIC Is The Main Driver Application, And More New Car Companies/Tier1 Orders Are Added

On August 30, the core joint integration released the performance report in the first half of 2024.According to reports, Xinlian's semi-annual operating income was 2.880 billion yuan, an increase of 14.27%year-on-year, and the net profit attributable to the mother was -471 million yuan. Compared with the same period of the previous year, the loss was 638 million yuan, a year-on-year loss of 57.53%.

It is worth noting that the performance of silicon carbide and vehicle power modules integrated in core joints has outstanding performance, becoming the main driving force for revenue growth:

● Silicon carbide: In the first half of 2024, the SIC MOSFET business increased by 300%year -on -year. By continuously expanding OEM and Tier1 customers at home and abroad, the annual silicon carbide business revenue will reach 1 billion yuan;

● Vehicle power module: In the first half of this year, the vehicle power module products integrated by the core joint have been purchased by well -known European car companies, and the batch imports of many well -known overseas Tier1.At present, the installation volume of the core connection power module has exceeded 590,000 units, the growth rate exceeds 5 times year -on -year, and the market share is close to 10%.

The financial report revealed that the integrated integration of core revenue and net profit has been greatly improved, which is not only due to the recovery of the downstream demand in the industry, but also due to their active layout of production capacity and driving the industrial chain coordinated cooperation.

For the progress and layout of core joint integration in the field of silicon carbide,Experts said that the three -generation and a half combing found that their plane SIC MOSFET has been on the car on a large scale, and successfully entered the main drive level application.

● SIC MOS shipments ranks first in Asia, groove grids are expected to mass production next year

It is reported that the core joint integration is the first to achieve in ChinaSIC MOSFET products use the effective combination of chip and packaging technology through the effective combination of chips and packaging technology in the main drive inverter. With the help of a wide range of IGBT customer groups, the SIC products integrated by core joint integration have been rapidly advanced.

sinceSince 2023, since SIC MOSFET, the SIC MOSFET is used, the SIC products have integrated 90%of SIC products in the new energy vehicle owner drive inverter, and SIC MOSFET shipments have ranked first in Asia.

At present, the core joint integration is launched for the main drive inverting750V 400A-1000A, 1200V 500A-900A silicon carbide power module, the power range covers 150kW-300 KW.In addition, the latest plane grid SIC MOSFETThe efficiency of the chip is improved99%, a number of plastic seals and glue module products have been mass -produced.

In summary, the core joint integration can continue to open up the new energy vehicle owner's drive market, mainly due to itsSIC products and technology have a leading competitive advantage: one is far beyond the high yield and low temperature drift of the peers; the other is the full SIC product series, which covers the needs of customer needs; the third is that the development of SIC MOSFET in the groove has entered the verification stage. It is expected to be 2025 2025.Realizing batch production in the year, these new progress will promote the optimization of SIC device costs, greatly improving their market competitionforce.

● 8 -inch SIC wafers are mass -produced next year, driving the industrial chain to reduce efficiency

according toExperts said that the three and a half generations previously reported that in April this year, the core joint integration of the first 8 -inch SIC MOSFET production line in China has begun to vote, and the project approval will be offline, and next year will enter the mass production stage.

In recent years, many head manufacturers have been announced at home and abroadThe progress of 8 -inch silicon carbide production is gradually released with 8 -inch silicon carbide production capacity, which helps to reduce the cost of silicon carbide single device or unit current density to 2.5 times the silicon -based device, which will then become a large -scale commercialization application of silicon carbide carbon carbide.The turning point.

At present, Xinlian integrates the first domestic oneThe main purpose of the 8 -inch carbonized silicon wafer production line is to make the cost more advantageous. Secondly, the overall domestic silicon carbide 8 -inch industrial chain also requires device merchants to be traction, from the substrate to the extension, to the device, the entire industry, the entire industryThe chain needs to mature under the pull of head manufacturers.

It is worth noting that, in, inAt the 2024 PCIM ASIA exhibition site, in addition to displaying IGBT wafers, 8 -inch carbonized silicon wafer samples and new energy vehicle products, there are also high -efficiency modules covering many end markets such as optical storage, wind power, work control, and home appliances.

It is understood that the core joint integration has the most abundant new energy vehicle owner to drive inverter power modules in the industry, with power coverage50-300kW, as well as the setting of a string-type optical storage popular power segment solution and the 2.3kV high-power wind power module, as well as high power for industrial control and home appliancesDensity, cost -effective intelligent power module.

With rich product layout and outstanding technical advantages, the core joint integration is integratedA number of market development achieved in 2024:

steamIn terms of cars, the fixed -point point of the core integrated project increases compared with the same period last yearThree times, a total of more than 30 projects introduced and cooperative opportunities, customers have covered 90%of domesticMainstream new energy vehicle hosting factory.Next, they will increase the investment resources to expand overseas customers, with a number of overseas OEMs andTier1 reaches project import cooperation.

In terms of industry, in the new energy and traditional industrial control tracks, the core collection Chengdu has obtained the high recognition of head customers, and has launched all aspects of in -depth strategic cooperation.At the same time, the product is fully layout in various packaging, and the leaders can use the leadingIGBT and SIC chip technical advantages can respond and meet the latest market demand.

In terms of home appliances, China Union Integration has now obtained development qualifications with domestic first and second -tier home appliance companies, and some projects have entered a state of mass production.In the next three years, they will develop vigorouslyIPM intelligent power module products are home appliances business.

It is expected that with the joint assistance of multiple growth curves, the core joint integrationIn 2026, operating income will reach 10 billion.