天岳先进:碳化硅衬底市场供需格局正在持续改善

智通财经
Sep 11
【天岳先进:碳化硅衬底市场供需格局正在持续改善】在9月11日的半年度业绩会上,关于碳化硅衬底价格趋势,天岳先进董事长、总经理宗艳民分析,行业正从此前的价格快速调整阶段,逐步转向“价格趋稳、需求扩容”的新阶段。从公司切身感受来看,年初以来产品价格已基本企稳,市场供需格局正在持续改善。宗艳民介绍,目前,公司碳化硅衬底产品销量实现显著增长,市场需求呈现积极释放态势,产销衔接效率有效提升,销量增速高于生产量增速,反映出下游应用场景的持续拓展与渗透率提升。现阶段公司产能供给已较为紧张,随着下游新能源汽车、绿色能源光储充、AI数据中心等新兴应用领域的持续拓展,预计下半年产能将更加紧张。

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