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.
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 Number | Specification | Manufacturer | Reference Price (CNY) per piece |
|---|---|---|---|
| C3M0030090K | 900V/23A, TO-247 | Wolfspeed | ¥80-120 |
| C3M0120090K | 900V/45A, TO-247 | Wolfspeed | ¥100-150 |
| IMZA120R030M1 | 1200V/30mΩ, TO-247 | Infineon CoolSiC | ¥60-90 |
| IMBG120R030M1 | 1200V/30mΩ, D2PAK | Infineon CoolSiC | ¥55-85 |
| STW45N120 | 1200V/45A, HiP247 | STMicroelectronics | ¥50-80 |
| SCT30N120 | 1200V/30A, H2PAK | STMicroelectronics | ¥45-70 |
| BD45H120 | 1200V/45A, TO-247 | BYD Semiconductor | ¥40-65 |
| LSIC1MO120E0080 | 1200V/80A, TO-247 | ROHM 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.
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:
| Application | Module Type / Source | SiC Die Count | Reference Price (CNY) per module |
|---|---|---|---|
| 800V main-drive inverter | BYD e-Platform 3.0 | 6-8 dies | ¥200-400 |
| 800V main-drive inverter | Zeekr/Geely platforms | 6 dies | ¥250-400 |
| On-board charger (OBC) | 22kW SiC solution | 4 dies | ¥80-150 |
| DC-DC converter | 500W SiC solution | 2-4 dies | ¥40-80 |
| Charging-pile module | 30kW SiC charging module | 8-12 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 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 Number | Application | Manufacturer | Reference Price (CNY) per piece |
|---|---|---|---|
| NV6135/NV6127 | 65-100W fast charging | Navitas | ¥5-15 |
| TPN1300 | 140W fast charging | Innoscience | ¥8-18 |
| EPC2032/EPC2059 | 48V DC-DC | EPC | ¥3-10 |
| TP65H300G4LSG | 5G base-station PA | Transphorm | ¥15-30 |
| RF GaN HEMT | 5G macro-site RF | Qorvo/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.
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:
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.
| Category | Per-Unit Residual Value | Technical Barrier | 2026 Supply | Margin |
|---|---|---|---|---|
| SiC MOSFET (1200V) | CNY 50-150 | Medium (dynamic testing) | Growing | 30%-45% |
| SiC power module (automotive) | CNY 200-400 | Low (module-level) | Rapid volume ramp | 35%-50% |
| GaN fast-charging devices | CNY 5-18 | Low | Very large | 15%-25% |
| GaN RF devices | CNY 50-100 | Medium (RF testing) | Moderate | 25%-40% |
| Silicon IGBT (1200V) | CNY 10-20 | Low | Very large | 10%-20% |
| Silicon MOSFET | CNY 2-8 | Low | Very large | 8%-15% |
SiC volumes may trail silicon, but per-unit profit margins are 2-3 times higher — a classic high-added-value recycling category.
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.