China Analysis: BYD Semiconductor’s Revenue Growth and Capacity Ramp-Up Outlook
2 Min Read September 19, 2025
BYD Semiconductor's rapid growth in power semiconductors sees revenue increase 5x since 2021, boosting its IGBT and SiC capabilities by 2026.
BYD Semiconductor has rapidly scaled its power semiconductor business, with revenue growing more than 5x since 2021 and wafer fab capacity set to expand from 5,000 wpm to nearly 60,000 wpm by 2026. This ramp-up, including new 200mm fabs and the strategic 300mm facility in Chengdu, strengthens BYD’s position as China’s leading automotive IGBT supplier while accelerating its shift into SiC devices.
