SiC/GaN Third-Generation Semiconductor Recycling: In-Depth Residual Value Analysis of Silicon Carbide MOSFETs and GaN Devices

📅 2026-08-02Power Devices

Third-Generation Semiconductors: the Next Value Frontier in Chip Recycling

If first-generation silicon-based recycling is a volume game, then third-generation semiconductors — SiC (silicon carbide) and GaN (gallium nitride) — run on a "high unit price, high entry barrier, high growth" premium model. In 2026, the spread of 800V EV platforms, the standardization of PD3.1 fast charging, and 5G macro-site refresh cycles are driving rapid growth in SiC/GaN device retirements, with residual values far above conventional silicon power devices.

SiC MOSFET: the "Golden Device" of 800V Platforms

Compared with silicon-based IGBTs, SiC MOSFETs cut switching losses by 70% and triple the voltage withstand rating — the core device of 800V high-voltage platforms. Models such as the BYD e-Platform 3.0, Zeekr 001 and Li Auto MEGA all use SiC-based main-drive inverters. Current reference recycling prices for mainstream SiC MOSFETs (Reference Price (CNY)):

Part NumberSpecificationManufacturerReference Price (CNY) per piece
C3M0030090K900V/23A, TO-247Wolfspeed¥80-120
C3M0120090K900V/45A, TO-247Wolfspeed¥100-150
IMZA120R030M11200V/30mΩ, TO-247Infineon CoolSiC¥60-90
IMBG120R030M11200V/30mΩ, D2PAKInfineon CoolSiC¥55-85
STW45N1201200V/45A, HiP247STMicroelectronics¥50-80
SCT30N1201200V/30A, H2PAKSTMicroelectronics¥45-70
BD45H1201200V/45A, TO-247BYD Semiconductor¥40-65
LSIC1MO120E00801200V/80A, TO-247ROHM Semiconductor¥55-85

As the table shows, the per-unit recycling price of a SiC MOSFET is 3-8 times that of a silicon-based IGBT with the same ratings (roughly CNY 10-20). The Wolfspeed C3M series commands the highest premium thanks to the strongest market demand and scarce spare-part channels.

Automotive-Grade SiC Modules: the "Hard Currency" of Whole-Module Recycling

Beyond discrete devices, automotive-grade SiC power modules are where the real recycling value lies. The SiC modules used in EV main-drive inverters are highly integrated packages, and whole-module recycling is far more efficient than desoldering piece by piece:

ApplicationModule Type / SourceSiC Die CountReference Price (CNY) per module
800V main-drive inverterBYD e-Platform 3.06-8 dies¥200-400
800V main-drive inverterZeekr/Geely platforms6 dies¥250-400
On-board charger (OBC)22kW SiC solution4 dies¥80-150
DC-DC converter500W SiC solution2-4 dies¥40-80
Charging-pile module30kW SiC charging module8-12 dies¥150-300

Supply of automotive SiC modules comes mainly from teardowns of accident-damaged vehicles and production-line rejects. After a total-loss accident, OBC and inverter modules often remain intact — the largest supply source for SiC module recycling. Auto-parts hubs in Shenzhen and Dongguan have already formed a grey-market chain around accident-car SiC modules, but it lacks proper data wiping and quality certification, carrying refurbishment risk.

GaN: the Low-Price, High-Volume Workhorse

GaN device unit prices are far below SiC, but usage volumes are enormous — bulk recycling still holds commercial value. Current reference recycling prices for GaN devices (Reference Price (CNY)):

Part NumberApplicationManufacturerReference Price (CNY) per piece
NV6135/NV612765-100W fast chargingNavitas¥5-15
TPN1300140W fast chargingInnoscience¥8-18
EPC2032/EPC205948V DC-DCEPC¥3-10
TP65H300G4LSG5G base-station PATransphorm¥15-30
RF GaN HEMT5G macro-site RFQorvo/MACOM¥50-100

GaN recycling splits into two tracks: consumer-grade GaN is a volume play (fast chargers, small appliances, CNY 5-15 per piece, won on volume), while RF-grade GaN is a premium play (5G base-station PAs, radar, CNY 50-100 per piece, won on unit price). RF-grade GaN-on-SiC devices command 5-10 times the recycling price of consumer GaN thanks to the valuable SiC substrate.

SiC Substrate Recovery: the Overlooked "Hidden Gold Mine"

The biggest hidden value in SiC device recycling lies in the substrate. The SiC single-crystal substrate accounts for 40%-50% of total device cost — a 6-inch SiC substrate sells for roughly CNY 800-1,500 per wafer, and an 8-inch wafer CNY 1,500-3,000. Substrates from retired SiC devices cannot be reused directly, but after surface repair and CMP polishing they can serve downgraded applications or R&D testing:

The Chinese SiC/GaN Recycling Ecosystem

China's third-generation semiconductor supply chain is rising fast, and Chinese-made devices are taking a growing share of the recycling market:

By 2027, Chinese-made SiC devices are expected to rise from roughly 15% today to over 30% of the recycling market. Recyclers should build part-number identification and testing capabilities for Chinese SiC/GaN devices in advance.

Third-Generation Semiconductors vs. Conventional Power Devices: Value Comparison

CategoryPer-Unit Residual ValueTechnical Barrier2026 SupplyMargin
SiC MOSFET (1200V)CNY 50-150Medium (dynamic testing)Growing30%-45%
SiC power module (automotive)CNY 200-400Low (module-level)Rapid volume ramp35%-50%
GaN fast-charging devicesCNY 5-18LowVery large15%-25%
GaN RF devicesCNY 50-100Medium (RF testing)Moderate25%-40%
Silicon IGBT (1200V)CNY 10-20LowVery large10%-20%
Silicon MOSFETCNY 2-8LowVery large8%-15%

SiC volumes may trail silicon, but per-unit profit margins are 2-3 times higher — a classic high-added-value recycling category.

Advice for Recyclers and Asset Disposers

ChipReclaim has established professional recycling and dynamic-testing capabilities for SiC/GaN third-generation semiconductors, covering all mainstream part numbers from Wolfspeed, Infineon, STMicroelectronics, Sanan and BYD. For EV makers, charging-pile operators and power-module asset disposers, we offer free assessments and top-market buyback prices — maximizing the residual value of your third-generation semiconductor devices.