China-made chips surge powerfully, Silan Micro's profits skyrocket

2025-12-02 18:13:46 840

In 2025, China's domestic semiconductor industry entered a period of explosive growth. Silan Micro, as a leading enterprise in power semiconductors, delivered a report card that shocked the industry: In the first three quarters, its net profit attributable to shareholders reached 349 million yuan, soaring 1108.74% year-on-year. Revenue for the first half of the year increased by over 20% year-on-year, driven primarily by the sustained hot sales of its multiple popular and in-shortage part numbers. Under the dual waves of new energy and domestic substitution, Silan Micro's SiC and IGBT series products have become highly sought-after items in the market.

Silan Micro's second-generation SiC-MOSFET chips and modules are currently one of the most in-shortage part numbers. This core component, compatible with the 800V high-voltage platforms of new energy vehicles, saw cumulative shipments exceed 20,000 units in the first half of the year. As automakers like BYD and XPeng accelerate their deployment of high-voltage platforms, demand for this part number is growing exponentially. With its excellent performance featuring a 1200V voltage rating and 20mΩ on-resistance, it can increase motor controller efficiency to over 98%, reducing losses by 30% compared to traditional devices, making it the preferred choice for automakers to replace imported products from Infineon.

The fifth-generation IGBT chips and supporting FRD devices are also in short supply. As core components for new energy vehicle main drives and photovoltaic inverters, the related production lines have been operating at full capacity for multiple consecutive quarters. After Silan Micro's self-developed fifth-generation IGBT chip passed automotive qualification certification, it quickly entered the supply chain for BYD's Dynasty series, with monthly shipments of discrete devices breaking the million-unit mark. In the photovoltaic field, the IGBT modules paired with LONGi Green Energy's 1500V inverters, boasting a 15% cost advantage over similar overseas products, have increased their market share from 5% to 8%.

The volume production of these in-shortage part numbers relies on production capacity support. Silan Micro's 6-inch SiC production line has reached a monthly capacity of ten thousand wafers. The 8-inch SiC production line is scheduled to commence operation in the fourth quarter, and the 12-inch IGBT production line is also undergoing technical upgrades and capacity expansion. The capacity assurance brought by this IDM model has allowed it to gain a head start during the chip shortage. The fourth-generation SiC chip has already been sent to customers for testing and is expected to ramp up volume in the second half of the year, further consolidating its market position.

Supportive policies are further boosting growth. The implementation of the Automotive Chip Certification System 2.0 has paved the way for the rapid adoption of Silan Micro's products in vehicles; support from the National Integrated Circuit Industry Investment Fund has accelerated its technological breakthroughs. Against the market backdrop of new energy vehicle penetration reaching 35% and photovoltaic installed capacity aiming for 120GW, Silan Micro's in-shortage part numbers are continuously filling the gap in domestic substitution.

From being a technological follower to now leading in some areas, Silan Micro's profit surge demonstrates the breakthrough path of domestic chips. As more in-shortage part numbers see capacity released, this semiconductor leader is poised to write a new chapter of even stronger growth in the wave of domestic substitution.

Tags:#Hot Product Recommendations#Industry Hot Topics#Memory Chip#Replacement#Chinese chips

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