On July 14, the Shanghai Stock Exchange officially accepted the listing application of BJTK Semiconductor Material Technology Group.
BJTK is China's leading third-generation semiconductor material-silicon carbide wafer manufacturer. The company is mainly engaged in the research and development, production and sales of related products in the field of silicon carbide. The main products include silicon carbide wafers, other silicon carbide products and silicon carbide single crystal growth furnaces, of which silicon carbide wafers are the company's core products.
The third generation of semiconductor materials represented by silicon carbide is one of the most promising semiconductor materials after silicon materials. Compared with silicon materials, semiconductor devices manufactured with silicon carbide wafers as substrates have high power, high voltage resistance, and high resistance. The advantages of high temperature, high frequency, low energy consumption and strong radiation resistance can be widely used in modern industrial fields such as new energy vehicles, 5G communications, photovoltaic power generation, rail transit, smart grids, aerospace and other industries. The third generation semiconductor industry is an important part of my country's "new infrastructure" strategy, and is expected to trigger technological changes and reshape the international semiconductor industry.
Since its establishment in 2006, BJTK has been focusing on the field of silicon carbide crystal growth and wafer production. It has successively developed 2 inch, 3 inch, and 4 inch silicon carbide substrates, and first developed 6 inch silicon carbide wafers in China in 2014. Large-scale production capacity has been formed, and the technological level is in a leading position in China.
According to YoleDevelopment statistics, the global market share of BJTK conductive wafers was 1.7% in 2018, ranking sixth in the world and first in China.
With the gradual maturity of downstream application scenarios such as new energy vehicles and 5G communications, the market's demand for silicon carbide wafers and related products has grown rapidly. The company continuously expands the production capacity of silicon carbide crystals and wafers according to market demand, and establishes Shenyang branch to specialize in the business of silicon carbide single crystal growth furnaces, and the product supply capacity is continuously improved.
With the explosive growth of silicon carbide devices and their downstream markets, the domestic supply of silicon carbide substrate materials has been unable to meet the needs of the downstream market. Based on the existing production capacity, the company intends to carry out the main business of silicon carbide substrate materials. Expansion. The fund-raising investment project of the third-generation semiconductor silicon carbide substrate industrialization base construction project mainly builds a production base including crystal growth, wafer processing and cleaning and testing. After the project is put into production, it will annually produce 120,000 6-inch silicon carbide wafers, including about 82,000 6-inch conductive silicon carbide wafers and about 38,000 6-inch semi-insulating silicon carbide wafers.
Regarding future development strategies, BJTK stated that since its establishment, the company has focused on the technical research, development and production of the third generation semiconductor silicon carbide materials. At present, China's silicon carbide market is still in the emerging stage. The country has positioned the R&D and production of third-generation semiconductor materials as key support industries. The company's development strategy will continue to focus on the development and production of silicon carbide materials. The development trend of the international third-generation semiconductor industry, through independent research and development, continue to enhance the company's technical strength, continue to break through the bottleneck of silicon carbide wafer technology, increase the localization rate of silicon carbide semiconductor materials, and promote the development of China's silicon carbide industry; Opportunities for the development of the device and 5G communications industry, continue to invest capital and human resources, expand the production capacity of silicon carbide wafers, continue to enhance the industrialized operation capabilities through the introduction of talents and strengthen internal management, further consolidate the company's core competitiveness, and enhance the company's products in the country The market share outside China has become the world's third-generation semiconductor material leader.