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2em;">2月26日，天岳先进披露了2023年的年度业绩快报，公司2023年度实现营业收入12.51亿元，与上年同期相比增加199.90%%。</span></p> <p>公告显示，2023年随着在下游新能源汽车、光伏发电、储能等应用领域的应用渗透，碳化硅半导体整体市场规模不断扩大。</p> <p>天岳先进经营战略取得阶段性良好成果，推动2023年营收增长。碳化硅衬底获得了国内外客户的认可，客户群体持续增加，并与下游电力电子、汽车电子领域的国内外知名企业开展了广泛合作。上海临港智慧工厂于2023年中开启产品交付，为公司长期的产能产量提升奠定基础。并且持续加大技术投入，加快大尺寸等新产品的规划布局。</p> <p>整体上，天岳先进2023年得益于导电型产品产能产量持续提升，产品交付能力增强，公司营业收入与上年同期相比增长，产品毛利率上升，归属于上市公司股东的净利润和扣除非经常性损益的净利润同比亏损大幅收窄。</p> <p>受益于碳化硅在下游新能源汽车、光伏发电、储能等应用领域的渗透应用，2023年碳化硅整体市场规模不断扩大，公司在车规级衬底、产能规模、客户合作上已经具备领先优势。</p> <p>值得一提的是，2月18日，日本权威行业调研机构富士经济公布《2024年版新一代功率器件&相关市场现状和展望》报告，围绕世界SiC/GaN的最新动向以及材料供不应求角度展开了分析和预测。据报告测算，2023年全球导电型碳化硅衬底材料市场占有率前三的公司有1家来自中国，天岳先进（SICC）超过高意（Coherent）跃居全球第二。</p> <p>报告指出，在电动汽车、电力设备以及能源领域驱动下，SiC功率器件市场需求整体坚挺，2030年SiC功率器件市场规模将达150亿美元，占到整体功率器件市场约24%，2035年则有望超过200亿美元，届时SiC器件市场规模将占到整体功率器件的40%以上。</p> <p>推荐阅读：全球视野下的突破：天岳先进引领中国SiC衬底技术与市场领先之路</p> <p>市场分析人士表示，天岳先进作为行业龙头，在市场需求推动和规模扩大的背景下，凭借领先的技术实力，公司的高品质碳化硅衬底获得了国内外客户的认可，与下游电力电子、汽车电子领域的国内外知名企业开展了广泛合作，订单保持高速增长。期待公司在世界半导体行业取得更加瞩目的成绩。</p> 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