Ma ka makahiki 2023, e lilo ka ʻoihana kaʻa i 70 a 80 pakeneka o ka mākeke hāmeʻa SiC. I ka piʻi ʻana o ka mana, e maʻalahi ka hoʻohana ʻana i nā hāmeʻa SiC i nā noi ʻoihana e like me nā mea hoʻoili kaʻa uila a me nā lako mana, a me nā noi ikehu ʻōmaʻomaʻo e like me ka photovoltaic a me ka mana makani.
Wahi a Yole Intelligence, ka mea e wānana ana i ka hiki o nā hāmeʻa SiC honua e hoʻonui ʻekolu ʻia ma ka makahiki 2027, ʻo nā ʻoihana ʻelima kiʻekiʻe loa: STMicroelectronics (stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), a me ROHM (ROM).
Manaʻo lākou e waiwai ana ka mākeke hāmeʻa SiC i $6 biliona i nā makahiki ʻelima e hiki mai ana a hiki ke hōʻea i $10 biliona i ka hoʻomaka ʻana o nā makahiki 2030.
ʻO ke alakaʻi mea kūʻai aku SiC no nā polokalamu a me nā wafers i ka makahiki 2022
ʻO ka mana hana 8 ʻīniha
Ma o kāna hale hana i kū nei ma New York, USA, ʻo Wolfspeed wale nō ka hui ma ka honua e hiki ke hana nui i nā wafers SiC 8-'īniha. E hoʻomau kēia mana i nā makahiki ʻelua a ʻekolu e hiki mai ana a hiki i ka hoʻomaka ʻana o nā hui hou aku e kūkulu i ka mana - ʻo ka mea mua loa ʻo ia ka hale hana SiC 8-'īniha a stmicroelectronics e wehe ai ma Italia i ka makahiki 2024-5.
ʻO ʻAmelika Hui Pū ʻIa ke alakaʻi nei i ke ala ma nā wafers SiC, me Wolfspeed e hui pū ana me Coherent (II-VI), onsemi, a me SK Siltron css, ka mea e hoʻonui nei i kāna hale hana wafer SiC ma Michigan. Ma ka ʻaoʻao ʻē aʻe, ke alakaʻi nei ʻo ʻEulopa i ke ala ma nā mea hana SiC.
He pōmaikaʻi maopopo ka nui o ka wafer, ʻoiai ʻo ka ʻili nui aʻe e hoʻonui i ka nui o nā mea hana e hiki ke hana ʻia ma kahi wafer hoʻokahi, a laila e hoʻemi ana i ke kumukūʻai ma ka pae hāmeʻa.
I ka makahiki 2023, ua ʻike mākou i nā mea kūʻai aku SiC he nui e hōʻike ana i nā wafers 8-'īniha no ka hana e hiki mai ana.
He mea nui nō hoʻi nā wafers 6-'īniha
"Ua hoʻoholo nā mea kūʻai aku SiC nui ʻē aʻe e neʻe aku mai ka nānā wale ʻana i nā wafers 8-'īniha a kālele koʻikoʻi i nā wafers 6-'īniha. ʻOiai ʻo ka neʻe ʻana i 8 'īniha ma ka papahana o nā ʻoihana hāmeʻa SiC he nui, ʻo ka hoʻonui ʻia ʻana o ka hana ʻana o nā substrates 6 'īniha makua - a me ka hoʻonui ʻia ʻana o ka hoʻokūkū kumukūʻai ma hope, kahi e hiki ai ke hoʻopau i ka pono kumukūʻai 8 'īniha - ua alakaʻi iā SiC e kālele i nā mea pāʻani o nā nui ʻelua i ka wā e hiki mai ana. No ka laʻana, ʻaʻole hana koke nā ʻoihana e like me Infineon Technologies e hoʻonui i ko lākou hiki 8-'īniha, he ʻokoʻa loa ia i ka hoʻolālā a Wolfspeed." wahi a Kauka Ezgi Dogmus.
Eia nō naʻe, ʻokoʻa ʻo Wolfspeed mai nā ʻoihana ʻē aʻe i komo i ka SiC no ka mea ke kālele wale nei ia ma luna o ka mea. No ka laʻana, ʻo Infineon Technologies, Anson & Company a me stmicroelectronics - ʻo ia nā alakaʻi i ka ʻoihana uila mana - he mau ʻoihana kūleʻa hoʻi ma nā mākeke silicon a me gallium nitride.
Hoʻopilikia pū kēia mea i ka hoʻolālā hoʻohālikelike o Wolfspeed me nā mea kūʻai aku SiC nui ʻē aʻe.
E wehe i nā polokalamu hou aku
Manaʻo ʻo Yole Intelligence e helu ka ʻoihana kaʻa no 70 a 80 pakeneka o ka mākeke hāmeʻa SiC ma ka makahiki 2023. I ka piʻi ʻana o ka mana, e maʻalahi ka hoʻohana ʻana i nā hāmeʻa SiC i nā noi ʻoihana e like me nā mea hoʻoili kaʻa uila a me nā lako mana, a me nā noi ikehu ʻōmaʻomaʻo e like me ka photovoltaic a me ka mana makani.
Eia nō naʻe, ua wānana nā loiloi ma Yole Intelligence e mau ana nā kaʻa i mea hoʻokele nui, ʻaʻole i manaʻo ʻia e loli kāna māhele mākeke i nā makahiki he 10 e hiki mai ana. He ʻoiaʻiʻo loa kēia i ka wā e hoʻolauna ai nā wahi i nā pahuhopu kaʻa uila e hoʻokō ai i nā pahuhopu aniau o kēia manawa a me ka wā e hiki mai ana.
ʻO nā mea ʻē aʻe e like me ka silicon IGBT a me ka GaN e pili ana i ka silicon e lilo paha i koho no nā Oems ma ka mākeke kaʻa. Ke ʻimi nei nā ʻoihana e like me Infineon Technologies lāua ʻo STMicroelectonics i kēia mau substrates, ʻoiai no ka mea he hoʻokūkū kumukūʻai lākou a ʻaʻole pono nā fabs i hoʻolaʻa ʻia. Ua nānā pono ʻo Yole Intelligence i kēia mau mea i nā makahiki i hala iho nei a ʻike iā lākou he mau mea hoʻokūkū kūpono no SiC i ka wā e hiki mai ana.
ʻO ka neʻe ʻana o Wolfspeed i ʻEulopa me ka mana hana 8-ʻīniha e kuhikuhi ana i ka mākeke hāmeʻa SiC, ka mea i hoʻomalu ʻia e ʻEulopa i kēia manawa.
Ka manawa hoʻouna: Malaki-30-2023