〈漢磊投控法說〉化合物半導體應用Q4起 - 股票

By Daniel
at 2020-08-20T14:14
at 2020-08-20T14:14
Table of Contents
1.原文連結:
https://news.cnyes.com/news/id/4517279
2.原文內容:
〈漢磊投控法說〉化合物半導體應用Q4起放量 明年發酵
漢磊投控 (3707-TW) 今 (19) 日與旗下嘉晶 (3016-TW) 召開聯合法說會,漢磊投控董事
長徐建華表示,今年第 4 季起 SiC(碳化矽)、GaN(氮化鎵) 等化合物半導體應用,將陸
續放量,明年更將進一步拉升,帶動營運成長。
磊晶矽晶圓廠嘉晶 GaN on Si 已完成 650V 磊晶平台開發,並開發 GaN on SiC 及 GaN
on Si 磊晶應用於射頻 (RF) 的產品,GaN on SiC 預計年底驗證完成,GaN on Si 預計
明年驗證完成。
此外,嘉晶已開發完成 1700V 與 3300V SiC 磊晶平台,3300V SiC 磊晶平台已有日本客
戶在新幹線模組上,完成驗證。嘉晶預期,明年 SiC(碳化矽)、GaN(氮化鎵) 等化合物應
用將逐漸擴大,將帶動新一波營運成長動能。
晶圓代工廠漢磊科第 2 季則已通過歐規車用 VDA6.3 評鑑,有助後續歐系客戶工控及車
用產品放量,長期有利新品與技術平台推廣,漢磊科指出,在通過 VDA6.3 評鑑後,效益
逐漸顯現,目前已有 4 家客戶前來洽談。
漢磊科 SiC 6 吋產能已在試產中,客戶端以電動車需求最大,也有資料中心客戶,漢磊
科預期,下半年隨著驗證結果陸續出爐,明年對出貨量、營收的貢獻都將逐步墊高。
而漢磊科 48V GaN 也已取得 Tier 1 客戶認證,預計第 4 季會陸續放量,將是市場上新
的應用。有別於過去 GaN 主要著墨中低壓領域,未來將擴展至不同的電壓應用範圍,至
於 650V GaN 已有數個客戶在導入
3.心得/評論:
滿看好這技術的,但就是賺不到錢,是因為目前成本太高嗎?
--
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