Nan da 2023, masana'antar kera motoci za su yi lissafin kashi 70 zuwa 80 na kasuwar kayan aikin SiC. Yayin da ƙarfin ƙarfin ya karu, na'urorin SiC za su kasance da sauƙin amfani da su a cikin aikace-aikacen masana'antu irin su caja na motocin lantarki da wutar lantarki, da kuma aikace-aikacen makamashi na kore irin su photovoltaic da wutar lantarki.
Dangane da Yole Intelligence, wanda ke hasashen ƙarfin na'urar SiC ta duniya zuwa sau uku nan da 2027, manyan kamfanoni biyar sune: STMMicroelectronics(stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), da ROHM (ROM).
Sun yi imanin cewa kasuwar na'urar ta SiC za ta kai dala biliyan 6 a cikin shekaru biyar masu zuwa kuma tana iya kaiwa dala biliyan 10 nan da farkon 2030s.
Babban mai siyar da SiC don na'urori da wafers a cikin 2022
8 inch samar da fifiko
Ta hanyar fasahar da yake da ita a New York, Amurka, Wolfspeed shine kamfani daya tilo a duniya wanda zai iya samar da wafers SiC mai inci 8. Wannan rinjayen zai ci gaba a cikin shekaru biyu zuwa uku masu zuwa har sai ƙarin kamfanoni sun fara haɓaka ƙarfin aiki - na farko shine masana'antar SiC mai inci 8 wanda stmicroelectronics zai buɗe a Italiya a cikin 2024-5.
{Asar Amirka ce ke kan gaba a SiC wafers, tare da Wolfspeed shiga Coherent (II-VI), onsemi, da SK Siltron css, wanda a halin yanzu yana fadada kayan aikin SiC wafer a Michigan. Turai, a gefe guda, tana kan gaba a cikin na'urorin SiC.
Girman wafer mafi girma shine fa'ida bayyananne, yayin da babban yanki yana ƙara yawan na'urorin da za'a iya samarwa akan wafer guda ɗaya, don haka rage farashin a matakin na'urar.
Tun daga 2023, mun ga dillalan SiC da yawa suna nuna wafers 8-inch don samarwa na gaba.
Wafers 6-inch har yanzu suna da mahimmanci
"Sauran manyan dillalai na SiC sun yanke shawarar matsawa daga mayar da hankali kawai akan wafers 8-inch kuma suna mai da hankali kan dabarun kan wafers 6-inch. Yayin da motsi zuwa 8 inch yana kan ajanda na kamfanonin na'urorin SiC da yawa, haɓakar da ake tsammanin haɓakar samar da ƙarin balagagge 6 inch substrates - da ƙari na gaba a cikin gasa mai tsada, wanda zai iya haifar da fa'ida ga ƙimar ƙimar C ga duka biyun. a nan gaba, alal misali, kamfanoni kamar Infineon Technologies ba sa ɗaukar matakin gaggawa don ƙara ƙarfin 8-inch, wanda ya bambanta da dabarun Wolfspeed." Dr. Ezgi Dogmus ya ce.
Koyaya, Wolfspeed ya bambanta da sauran kamfanonin da ke cikin SiC saboda an mai da hankali ne kawai akan kayan. Misali, Infineon Technologies, Anson & Kamfani da stmicroelectronics - waɗanda su ne jagorori a masana'antar lantarki - suma suna da kasuwanci mai nasara a kasuwannin silicon da gallium nitride.
Wannan lamarin kuma yana shafar dabarun kwatankwacin Wolfspeed tare da sauran manyan dillalai na SiC.
Buɗe ƙarin aikace-aikace
Yole Intelligence ya yi imanin cewa masana'antar kera motoci za su lissafta kashi 70 zuwa 80 na kasuwar na'urar SiC ta 2023. Yayin da ƙarfin haɓaka ya karu, na'urorin SiC za su fi sauƙi a yi amfani da su a cikin aikace-aikacen masana'antu kamar caja motocin lantarki da samar da wutar lantarki, da kuma aikace-aikacen makamashi na kore kamar photovoltaic da wutar lantarki.
Sai dai manazarta a Yole Intelligence sun yi hasashen cewa motoci za su ci gaba da zama babban direba, inda ba a sa ran kasuwar ta za ta canja cikin shekaru 10 masu zuwa. Wannan gaskiya ne musamman lokacin da yankuna suka gabatar da maƙasudin abin hawa na lantarki don cimma burin yanayi na yanzu da na kusa.
Sauran kayan kamar silicon IGBT da silicon tushen GaN na iya zama zaɓi na Oems a cikin kasuwar kera motoci. Kamfanoni irin su Infineon Technologies da STMicroelectonics suna binciken waɗannan kayan aikin, musamman saboda suna da tsada-tsari kuma ba sa buƙatar keɓaɓɓun fabs. Yole Intelligence yana sa ido sosai kan waɗannan kayan a cikin ƴan shekarun da suka gabata kuma yana ganin su a matsayin masu fafutuka na SiC a nan gaba.
Yunkurin Wolfspeed zuwa Turai tare da ikon samar da inci 8 ba shakka ba zai kai hari kan kasuwar na'urar SiC, wacce a halin yanzu Turai ke mamaye da ita.
Lokacin aikawa: Maris-30-2023