Since 2019, with the continuous improvement of the profitability of the main business, Luxiao Technology has seized the opportunity of transformation and upgrading, and the silicon carbide industry layout has made substantial progress.
On the evening of December 12, Luxiao Technology announced that as of December 12, the company had successfully delivered 2 sets of silicon carbide crystal growth equipment to Guohong Zhongyu, and the equipment had been put into use and it was in good condition. According to the previously signed contract, Lucius Sapphire, a wholly-owned subsidiary of Lucius Technology, will provide Guohong Zhongyu with 80 sets of silicon carbide crystal growth furnace equipment, with a total contract value of 126 million yuan.
"The company has accumulated experience, technology and talent reserves for many years of research and development of sapphire crystal furnaces, and has provided sufficient support for the research and development and production of silicon carbide crystals." Currently, Laugh Sapphire has received deposits and prepayments of RMB 30 million from Guohong Zhongyu and its industrialized company for the growth of crystals. The remaining crystals will be delivered in batches after March 2020.
Cooperation with other companies,Create an industry leader
On the evening of November 26th, Liaoxiao Technology announced that it had officially signed a strategic cooperation agreement on silicon carbide projects with China Steel Research Institute and Guohong Zhongyu. The term of the agreement is 2 years. The parties will work closely to create a world-class Leading company in three generations of semiconductor materials.
The agreement states that Zhongke Steel Research will lead the process technology and equipment research and development work, Guohong Zhongyu will lead the industrialization project construction, operation and marketing work, and Lu Xiao Technology will lead the equipment manufacturing, project investment and financing work and participate in the entire process Items.
“Zhongke Steel Research and Guohong Zhongyu have made remarkable achievements in the development of silicon carbide crystal material process technology. Luxiao Technology has advanced technology and rich experience in crystal growth equipment design and equipment manufacturing, with complementary advantages. We will jointly develop It is suitable for 4 inch, 6 inch, 8 inch and even larger size silicon carbide crystal growth equipment required by Zhongke Steel Research Institute. "Li Chentao told reporters.
In addition, according to the recent development plan of Guohong Zhongyu's silicon carbide industrialization project, Luxiao Technology and its holding companies will customize about 200 silicon carbide crystal growth furnaces for them by 2020, with a total equipment purchase amount of about 300 million yuan.
Data show that in the first three quarters of this year, Luxiao Technology achieved a net profit of 222 million yuan, an increase of 71.43% year-on-year, and a significant increase in performance. Among them, the third quarter net profit was 70.715 million yuan, an increase of 125.28% year-on-year, which is more profitable than the second quarter. Significant improvement.
It is reported that, in order to adapt to the rapid growth of the demand for high-performance, high-frequency HEMT devices in the 5G communication market, China Steel Research Institute and Guohong Zhongyu have launched research and development of high-purity semi-insulating silicon carbide materials and made positive progress. Li Chentao mentioned that the company's close cooperation with China Steel Research Institute and Guohong Zhongyu will accelerate the company's entry into the core key material supply field of the 5G communications industry and realize the industrial transformation and transformation.
Silicon carbide material industry deployment
Seize the initiative in the era of 5G communications
Some experts in the industry point out that silicon carbide (SiC) devices have characteristics such as wide band gaps, high electron mobility, and high temperature resistance. The research on materials and devices is of great significance for 5G communications and is a core technology that needs further development.
"The company has been researching new material technologies and equipment, and two years ago, it turned its attention to the field of silicon carbide materials, which is currently receiving much attention." Li Chentao told a reporter of Securities Daily. "Silicon carbide devices have been widely used in 5G communications, new energy vehicles, high-speed rail transit and other fields."
Public information shows that Huawei has also joined the third-generation semiconductor materials team, and through its Hubble investment, it has invested in the development of silicon carbide-based semiconductor materials company Shandong Tianyue Advanced Materials Technology Co., Ltd.
The reporter learned that the SiC production process is divided into three major steps: SiC single crystal growth, epitaxial layer growth, and device manufacturing. The corresponding industrial chain links are substrates, epitaxy, devices, and modules. In fact, Cree has been in the monopoly position of SiC crystal materials and devices and the entire SiC semiconductor industry in the world. As early as 2012, Cree has begun to launch 6-inch SiC substrate products. In 2016, Cree An 8-inch N-type SiC substrate is available.
It is worth mentioning that this time, Liaoxiao Technology and strategic partners will jointly build a silicon carbide substrate processing center and apply the latest generation of silicon carbide substrate processing technology, mainly to meet the rapid growth of domestic and foreign sizes of 6 inches and above. The demand for silicon carbide substrate wafer processing is constantly improving the substrate wafer quality and yield level.
In addition, the three parties including Luxiao Technology will also carry out in-depth cooperation in high-purity semi-insulating silicon carbide crystal growth furnaces, high-purity semi-insulating silicon carbide substrate wafer manufacturing and other aspects, so as to become the main supplier of core key materials for the 5G communication industry as soon as possible Cargo enterprises.