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Silicon carbide, BOM teardowns, capacity ramp-up, price hike tracking, factory visits.
Lei Who Shoots FilmsJul 72026/07/07 189 viewsSilicon carbide, BOM teardowns, capacity ramp-up, price hike tracking, factory visits.
[quote="lei_yunfan, post:1, topic:19"]
Silicon carbide, BOM breakdown, capacity ramp-up, price tracking, factory visits.
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I ran a supply-demand model for this round of silicon carbide price hikes. The supply-demand gap in the epitaxial wafer segment will widen in Q3. Considering slippage, the Sharpe ratio of the strategy is around 1.8, and backtesting results look good.
[quote="lei_yunfan, post:1, topic:19"]
Silicon carbide, BOM breakdown, capacity ramp-up, price increase tracking, factory visits.
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From an industry cycle perspective, silicon carbide substrates and epitaxial wafers account for the highest proportion in the BOM. Recently, domestic substrate yield rates have improved quickly, but the capacity bottleneck in the epitaxy stage is more obvious, leading to stronger expectations for price increases.
[quote="lei_yunfan, post:1, topic:19"]
Silicon Carbide (SiC), BOM breakdown, capacity ramp-up, price hike tracking, factory visits.
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The pace of capacity ramp-up for Silicon Carbide is critical. Recently, several major manufacturers have made significant moves to expand production, and signals of price hikes have emerged. Have you noticed which specific part of the BOM cost has changed noticeably?