Automotive electronics drive demand for special silicon wafers; the quarterly increase in the price of heavily doped phosphorus wafers exceeds 15%

　　The demand for specialized silicon wafers in the automotive electronics drive sector is increasing, a trend primarily driven by the rapid development of new energy vehicles. As the demand for high-performance, long-range, and fast-charging capabilities of electric vehicles continues to rise, traditional silicon (Si) materials are becoming insufficient to meet these high-performance requirements. Consequently, specialized silicon wafers such as silicon carbide (SiC) are gradually becoming critical materials for automotive electronic drive systems.

　　SiC power components have characteristics such as extremely low conduction loss, high operating frequency, and high operating voltage, making them very suitable for core components such as on-board chargers, battery inverters, and motor drive systems in electric vehicles. These characteristics enable SiC to effectively improve the energy efficiency and range of electric vehicles while reducing battery costs. Therefore, the demand for specialized silicon wafers such as SiC in the automotive electronics drive sector is rapidly increasing.

　　As for heavily doped phosphorus wafers, their prices are affected by various factors, including market demand, production capacity, and raw material costs. In some quarters, due to a surge in demand for high-performance silicon wafers from downstream automotive electronic drive sectors, while the supply-side capacity has not kept up in time, the price of heavily doped phosphorus wafers may experience a significant increase. It has been reported that the increase in some quarters has even exceeded 15%.

　　However, price fluctuations are also constrained by various factors such as market competition, technological advancements, and industry chain integration. In the long term, with the continuous maturity of SiC and other specialized silicon wafer technologies and the gradual release of production capacity, the demand for high-performance silicon wafers in the automotive electronics drive sector will be better met.