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In response to increased competition from Chinese competitors, SiC substrate suppliers from Europe and the US have slightly lowered prices for Asian customers, according to industry sources.
It remains hard to judge when Chinese suppliers of silicon carbide (SiC) substrates and wafers will launch a price reduction campaign after some of them have secured long-term supply orders from international automotive IDMs and tier-1 suppliers, according to market observers.
Power semiconductor devices such as SiC MOSFETs, IGBT, and GaN are experiencing increasingly fierce competition in EV, charging pile, energy storage, and renewable energy applications, but their market presence will be determined by the positioning of terminal application markets in the short term and by price-performance ratios in the long term, according to industry sources.
PCB and IC substrate makers are bracing for a challenging 2023 but expect demand for AI servers to drive their sales growth later this year, according to industry sources.