Hangzhou Silan Microelectronics director Chen Xiangdong stated at the 2024 third quarter performance briefing held today that currently the price of IGBT is basically at the bottom. Compared to its highest price, the unit price of IGBT has dropped by 25%-35%. It is expected that IGBT, SiC, and other power semiconductor businesses will have very good growth prospects in the next two years; Inertial sensors are a key project for the company, with significant growth expected in the coming years. It is reported that the proportion of sales revenue from top customers of the company has been continuously increasing every year, currently exceeding 50%, but there has been no breakthrough in cooperation with Tesla. (Financial Link journalist Wang Bin)
士兰微:IGBT价格基本到底 未来两年有成长空间
Hangzhou Silan Microelectronics: The price of IGBT is basically at the bottom, with growth space in the next two years.
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