Los ntawm xyoo 2023, kev lag luam tsheb yuav suav txog 70 txog 80 feem pua ntawm kev ua lag luam SiC. Thaum muaj peev xwm nce ntxiv, cov khoom siv SiC yuav yooj yim siv dua hauv kev siv hauv kev lag luam xws li cov chaw them hluav taws xob thiab cov khoom siv fais fab, nrog rau kev siv zog ntsuab xws li photovoltaic thiab cua zog.
Raws li Yole Intelligence, uas kwv yees tias lub peev xwm thoob ntiaj teb SiC yuav nce peb npaug los ntawm xyoo 2027, tsib lub tuam txhab saum toj kawg nkaus yog: STMicroelectronics (stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), thiab ROHM (ROM).
Lawv ntseeg tias kev ua lag luam SiC yuav muaj nqis $ 6 billion hauv tsib xyoos tom ntej thiab tuaj yeem ncav cuag $ 10 billion thaum ntxov xyoo 2030s.
Tus thawj coj muag khoom SiC rau cov khoom siv thiab cov wafer hauv xyoo 2022
8 nti kev tsim khoom zoo tshaj plaws
Los ntawm nws lub Hoobkas uas twb muaj lawm hauv New York, Tebchaws Meskas, Wolfspeed yog tib lub tuam txhab hauv ntiaj teb uas tuaj yeem tsim cov wafers SiC 8-nti. Qhov kev tswj hwm no yuav txuas ntxiv mus rau ob mus rau peb xyoos tom ntej kom txog thaum ntau lub tuam txhab pib tsim peev xwm - qhov ntxov tshaj plaws yog lub Hoobkas SiC 8-nti uas stmicroelectronics yuav qhib hauv Ltalis hauv xyoo 2024-5.
Tebchaws Meskas yog tus thawj coj hauv kev tsim cov SiC wafers, nrog rau Wolfspeed koom nrog Coherent (II-VI), onsemi, thiab SK Siltron css, uas tam sim no tab tom nthuav dav nws lub chaw tsim khoom SiC wafer hauv Michigan. Tebchaws Europe, ntawm qhov tod tes, yog tus thawj coj hauv kev tsim cov khoom siv SiC.
Qhov loj ntawm wafer loj dua yog qhov txiaj ntsig meej, vim tias thaj chaw loj dua ua rau muaj ntau yam khoom siv uas tuaj yeem tsim tau ntawm ib qho wafer, yog li txo tus nqi ntawm qib khoom siv.
Txij li xyoo 2023, peb tau pom ntau tus neeg muag khoom SiC ua qauv qhia txog 8-nti wafers rau kev tsim khoom yav tom ntej.
Cov wafers 6-nti tseem ceeb heev
"Lwm cov neeg muag khoom SiC loj tau txiav txim siab tsiv tawm ntawm kev tsom mus rau 8-nti wafers xwb thiab tsom mus rau 6-nti wafers zoo. Txawm hais tias kev hloov mus rau 8 nti yog nyob rau hauv cov txheej txheem ntawm ntau lub tuam txhab khoom siv SiC, qhov kev cia siab tias yuav nce ntxiv ntawm kev tsim khoom ntawm 6 nti substrates laus dua - thiab tom qab ntawd nce ntxiv ntawm kev sib tw nqi, uas tuaj yeem them rov qab 8 nti tus nqi kom zoo dua - tau ua rau SiC tsom mus rau cov neeg ua si ntawm ob qhov loj me yav tom ntej. Piv txwv li, cov tuam txhab zoo li Infineon Technologies tsis tau ua tam sim ntawd los nce lawv lub peev xwm 8-nti, uas yog qhov sib txawv ntawm Wolfspeed txoj kev npaj." Dr. Ezgi Dogmus hais.
Txawm li cas los xij, Wolfspeed txawv ntawm lwm lub tuam txhab koom nrog hauv SiC vim nws tsuas yog tsom mus rau cov khoom siv xwb. Piv txwv li, Infineon Technologies, Anson & Company thiab stmicroelectronics - uas yog cov thawj coj hauv kev lag luam hluav taws xob - kuj muaj cov lag luam ua tiav hauv kev lag luam silicon thiab gallium nitride.
Qhov no kuj tseem cuam tshuam rau Wolfspeed txoj kev sib piv nrog lwm tus neeg muag khoom SiC loj.
Qhib ntau daim ntawv thov
Yole Intelligence ntseeg tias kev lag luam tsheb yuav suav txog 70 txog 80 feem pua ntawm kev lag luam SiC los ntawm xyoo 2023. Thaum muaj peev xwm nce ntxiv, cov khoom siv SiC yuav yooj yim siv rau hauv kev siv hauv kev lag luam xws li cov chaw them hluav taws xob thiab cov khoom siv fais fab, nrog rau cov ntawv thov zog ntsuab xws li photovoltaic thiab cua zog.
Txawm li cas los xij, cov kws tshuaj ntsuam ntawm Yole Intelligence kwv yees tias cov tsheb yuav tseem yog tus tsav tsheb tseem ceeb, nrog rau nws cov feem ntawm kev ua lag luam tsis xav tias yuav hloov pauv hauv 10 xyoo tom ntej. Qhov no yog qhov tseeb tshwj xeeb thaum cov cheeb tsam qhia cov hom phiaj tsheb fais fab kom ua tiav cov hom phiaj huab cua tam sim no thiab yav tom ntej.
Lwm cov ntaub ntawv xws li silicon IGBT thiab silicon raws li GaN kuj tseem yuav dhau los ua ib qho kev xaiv rau Oems hauv kev lag luam tsheb. Cov tuam txhab xws li Infineon Technologies thiab STMicroelectonics tab tom tshawb nrhiav cov substrates no, tshwj xeeb tshaj yog vim lawv sib tw nqi thiab tsis xav tau cov fabs tshwj xeeb. Yole Intelligence tau saib xyuas cov ntaub ntawv no ze rau ob peb xyoos dhau los thiab pom lawv ua cov neeg sib tw rau SiC yav tom ntej.
Wolfspeed txoj kev txav mus rau Tebchaws Europe nrog lub peev xwm tsim khoom 8-nti yuav tsis muaj qhov tsis ntseeg tsom mus rau kev lag luam SiC, uas tam sim no tswj hwm los ntawm Tebchaws Europe.
Lub sijhawm tshaj tawm: Lub Peb Hlis-30-2023