【中信证券:建议关注已经落地主驱级别SiC产品的器件领军厂商】 中信证券认为,受益上车节奏加速及AR眼镜领域的应用探索,SiC行业的需求侧有望提速增长:在头部车企引领下,SiC上车进程加快,看好行业渗透率从当前10%~20%提升至50%以上;2)在AR眼镜领域,SiC材料凭借高折射率特性有望成为光波导的优势方案,头部厂商正积极探索相关应用,测算远期眼镜领域的SiC需求有望超过车载领域。建议关注已经落地主驱级别SiC产品的器件领军厂商,以及衬底环节的本土龙头。

金融界
18 Mar
中信证券认为,受益上车节奏加速及AR眼镜领域的应用探索,SiC行业的需求侧有望提速增长:在头部车企引领下,SiC上车进程加快,看好行业渗透率从当前10%~20%提升至50%以上;2)在AR眼镜领域,SiC材料凭借高折射率特性有望成为光波导的优势方案,头部厂商正积极探索相关应用,测算远期眼镜领域的SiC需求有望超过车载领域。建议关注已经落地主驱级别SiC产品的器件领军厂商,以及衬底环节的本土龙头。

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