In response to the shortage of chips, domestic manufacturers such as BYD semiconductor have increased the layout of silicon carbide
Recently, in the context of the lack of chips for new energy vehicles, domestic related companies have also started to expand the production capacity of power devices. Yang Qinyao, product director of BYD Semiconductor, said that BYD’s automotive-grade IGBTs have reached the fifth generation, silicon carbide MOSFETs have reached the third generation, and the fourth generation is under development. At present, it is planning to build its own production line, and it is expected to have its own production line by next year. In fact, in addition to BYD’s self-built SiC production line, other domestic power device manufacturers are also increasing their layout in the SiC field.
Korean media: DB HiTek wafer foundry price increase by 20%, SK Hynix and Samsung are also planning
According to TheElec, South Korean chip foundry DB HiTek has decided to increase foundry prices by 20%. The company decided to raise prices due to global demand for foundry services, according to people familiar with the matter. DB HiTek has also gained several new customers because of this trend, and the factory is currently operating at full capacity. DB HiTek informed its customers that it will increase contract prices by at least 10% and a maximum of 20% in 2021. Although some customers refused to accept it for the first time, they had no choice but to compromise. DB HiTek has signed all production contracts for next year. The DB HiTek factory has been at full capacity and cannot process all orders.
Dongshan Precision’s net profit in 2020 exceeded 1.4 billion yuan, a year-on-year increase of over 99%
Dongshan Precision announced the 2020 annual performance forecast. The company expects that the net profit attributable to shareholders of the listed company will be 1.4 billion to 1.6 billion yuan, an increase of 99.24%-127.71% over the same period of the previous year. Dongshan Precision estimates that the net profit attributable to shareholders of listed companies in 2020 will be 1.4-1.6 billion yuan. The operating conditions and impacts of the main business segments are as follows: The downstream demand for the company’s core product printed circuit board business is strong, and the operating income and profit scale have achieved a relatively large scale. Affected by the appreciation of the RMB, the company’s exchange loss of financial expenses due to exchange rate fluctuations from January to November 2020 was about 180 million yuan.
Wolong Electric Drive will provide new energy vehicle motors for German Vitesco Technology, with an estimated sales amount of 2.1 billion yuan
Wolong Electric Drive announced that it has recently signed a letter of appointment with German Vitesco Technology Co., Ltd. (“Vitesco Technology”), and Wolong Electric Drive will provide Vitesco Technology with new energy vehicle motors. The estimated sales amount of the products corresponding to this fixed-point letter in its life cycle is 2.111 billion yuan, and the project implementation period is expected to be from 2021 to 2028. Wolong Electric Drive stated that the signing of the contract has little impact on the company’s current operating performance, and will have a positive impact on Wolong Electric Drive’s future operating performance.
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