| From: slacker711 | 2/22/2019 8:16:44 AM | | | | | | The performance of Cree's lighting division looks particularly good considering both tariffs and excess capacity in the industry.
digitimes.com
China LED chip makers see high inventory
Siu Han, Taipei; Adam Hwang, DIGITIMES Friday 22 February 2019 0 Toggle Dropdown
China-based LED chip makers saw inventory pile up to CNY6 billion (US$882 million) at the end of 2018 due to oversupply, according to industry sources.
With local government subsidies, many China-based LED chip makers expanded production capacities in 2018, but demand fell far short of expectation, resulting in continual price drops and increasing oversupply, the sources noted.
During the first three quarters of 2018, prices for entry-level and mid-range white-light LED chips dropped 30-40% and those for high-end models fell 10-20%, the sources indicated. Some China makers had to lower capacity utilization to below 50% at the end of 2018, the sources said.
Huaian Aucksun Optoelectronics Technology, one of China's top-3 LED chip makers, saw about CNY89 million in profts from LED sales in 2018 but expects chip prices to further fall in 2019 resulting in operating loss, the company said. Aucksun has monthly production capacity of one million LED epitaxial wafers, with the largest China-based LED packaging service provider MLS being a major client and a shareholder.
Sanan Optoelectronics, the largest China-based LED chip maker, and HC SemiTek, despite continued oversupply, are sticking to their production capacity expansion schedules, which is expected to worsen the oversupply, the sources indicated. |
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| To: slacker711 who wrote (9939) | 2/26/2019 12:17:48 PM | | From: slacker711 | | | | The webinar was less technical than I expected and provides a good overview of SiC and its impact on various markets. They said that there will be 5 more webinars and it sounds like they will go into more technical detail.
Slacker |
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| To: slacker711 who wrote (9937) | 3/3/2019 6:27:10 PM | | From: slacker711 | | | | 350kW chargers becoming standard. Infineon indicated $3500 worth of SiC based semi content for this power level.
Also, Tesla will be announcing the Model Y on March 14th.
theverge.com
Version 3 of Tesla’s Supercharger is supposed to be able to charge cars at a rate of 350kW or more, according to previous tweets from Musk. That would help the company keep pace with some budding competition in the space. Porsche has said it will build 350kW chargers for its much-anticipated lineup of electric sports cars, and Volkswagen has already begun building a network of charging stations under the Electrify America brand that can charge between 150kW and 350kW. Tesla’s current Superchargers have a max rate of 145kW, and its cars can only accept up to 120kW. |
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| To: Lou Weed who wrote (9947) | 3/10/2019 10:30:48 AM | | From: slacker711 | | | | If you have some time, I think the entire presentation from the Power Solutions Group is interesting.
Starts from slide 77.
wsw.com
At some point during the day, they mentioned that they are growing silicon carbide boules with the long-term idea of creating their own SiC wafers. They are vertically integrated on the silicon side and would like to get to that point on the SiC side. Sounded like a very long-term plan.
One major issue right now is the shortage of SiC capacity across the industry. Cree needs to ramp capacity even faster or they are leaving dollars on the table, and worse, leaving a vacuum for competitors to fill.
Slacker |
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| To: slacker711 who wrote (9948) | 3/10/2019 11:51:20 AM | | From: Lou Weed | | | | Good points Slacker. The capex required for them to get into the materials game would be extremely big - it's an entirely different animal than Si as you know.
Slides 77 and on are definitely intriguing. I notice they mention SiC FETs all over the presentation yet when I visit their website they only have diodes in their product line. Wonder where they are with FET development? They're many years behind right now by not having the FET - that's where the real SiC "value-add" lies in the EV market.
BB |
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