The product has been verified by international mainstream customers and occupies a major market share. Tianyue Advanced: By 2024, the production capacity of 8-inch substrates will reach 460000 pieces per year, and the total production capacity target will be increased to 600000 pieces per year by 2025. Its Shanghai Lingang factory has achieved an annual production capacity of 300000 conductive substrates ahead of schedule by mid-2024, and is currently advancing the second phase of expansion, in collaboration with Jinan and Jining bases for supply. Tianke Heda: Achieve large-scale production of 8-inch substrates by 2024, with a planned total substrate production capacity of 500000 to 800000 pieces (including 8-inch) and an epitaxial wafer production capacity of 250000 pieces by 2025. Beijing and Xuzhou are the core bases, and the Shenzhen joint venture company has invested heavily in Tianke to further strengthen the production capacity of 6-8 inch substrates and epitaxy. The 8-inch products have been verified by mainstream device manufacturers at home and abroad and have signed long-term agreement orders for many years. Sanan Optoelectronics: By the first half of 2025, the production capacity of 8-inch substrates in Hunan base will reach 1000 pieces/month, and the epitaxial production capacity will be 2000 pieces/month; The Chongqing base and STMicroelectronics have established a joint venture layout, with a planned annual production capacity of 480000 8-inch substrates. The production line has been put into operation and samples have been delivered for verification since February 2025. The second tier includes Shuoke Crystal, Nansha Wafer, Jingsheng Electromechanical (subsidiary Zhejiang Jingrui), etc., which have achieved small-scale or large-scale production, with an annual production capacity ranging from 50000 to 100000 pieces. Shuoke Crystal: After the second phase of the project is put into operation in October 2024, the annual production capacity of 6-8 inch substrates will increase by 200000 pieces, and the total production capacity of 4-8 inches will jump to the top three in the world. The Taiyuan base is the main production base. Nansha Wafer: The 8-inch project of Jinan North Base will be officially put into operation in 2024, with a production capacity of 50000 pieces per year that year. The plan is to increase it to 500000 pieces per year by 2025, forming a layout in Guangzhou, Zhongshan, and Jinan. Jingsheng Electromechanical: By the end of 2024, the production capacity of 8-inch substrates will reach 3000 pieces per month (approximately 36000 pieces per year), with plans to increase it to 60000 pieces per year by 2025; The Ningxia Chuangsheng annual production of 600000 pieces of 8-inch substrate supporting project will start construction in July 2025, and the first phase of the Penang base in Malaysia also plans to have an annual production capacity of 240000 pieces of 8-inch substrates, with coordinated promotion of domestic and foreign production capacity. The third tier companies such as Keyou Semiconductor and Tiancheng Semiconductor enter the stage of small-scale trial production or sample delivery after completing technical research and development, with an annual production capacity of less than 50000 pieces. Keyou Semiconductor: By 2025, the 8-inch production capacity will be 5000 pieces per year, and the second phase plan will expand to tens of thousands of pieces per year; In 2023, it has passed the stage acceptance of the "8-inch silicon carbide substrate material equipment development and industrialization process research" project and has the ability to produce in bulk. Tiancheng Semiconductor: Achieve 8-inch mass production in the first quarter of 2025, with a planned annual production capacity of 50000 pieces (including 6/8 inches) in the first phase. The Taiyuan base independently develops 8-inch processing technology, and the product quality reaches the leading level in China.