Hei te tau 2023, ka eke te umanga motuka ki te 70 ki te 80 ōrau o te mākete taputapu SiC. I te pikinga ake o te kaha, ka māmā ake te whakamahi i ngā taputapu SiC i roto i ngā tono ahumahi pēnei i ngā rihi waka hiko me ngā pūtake hiko, tae atu ki ngā tono pūngao matomato pēnei i te photovoltaic me te hau.
E ai ki a Yole Intelligence, e matapaetia ana ka toru te pikinga o te kaha o ngā taputapu SiC o te ao i te tau 2027, ko ngā kamupene matua e rima ko: STMicroelectronics (stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), me ROHM (ROM).
E whakapono ana rātou ka eke te uara o te mākete taputapu SiC ki te $6 piriona i roto i ngā tau e rima e whai ake nei, ā, ka eke pea ki te $10 piriona i te tīmatanga o te tekau tau atu i 2030.
Kaihoko SiC matua mō ngā taputapu me ngā wafers i te tau 2022
Te mana whakaputa 8 inihi
Mā roto i tana whare hanga kei Niu Ioka, USA, ko Wolfspeed anake te kamupene o te ao ka taea te hanga papatipu i ngā wafer SiC 8-inihi. Ka mau tonu tēnei mana i roto i ngā tau e rua ki te toru e whai ake nei tae noa ki te tīmatanga o te hanga kaha o ētahi atu kamupene - ko te mea tuatahi ko te tipu SiC 8-inihi ka whakatuwheratia e stmicroelectronics ki Itari i te tau 2024-5.
Ko te Hononga o Amerika te kaiārahi mō ngā wafer SiC, me Wolfspeed e hono atu ana ki a Coherent (II-VI), onsemi, me SK Siltron css, e whakawhānui ana i tana whare hanga wafer SiC i Michigan. Engari, ko Ūropi, kei te kaiārahi i te huarahi mō ngā taputapu SiC.
He painga nui te rahi o te angaanga, nā te mea ka nui ake te horahanga o te mata ka nui ake te maha o ngā taputapu ka taea te hanga i runga i te angaanga kotahi, ā, ka whakaitihia te utu i te taumata taputapu.
Mai i te tau 2023, kua kite tātou i ngā kaihoko SiC maha e whakaatu ana i ngā anga 8-inihi mō te hanga ā muri ake nei.
He mea nui tonu ngā papa 6-inihi
"Kua whakatau ētahi atu kaihoko SiC nui ki te neke atu i te arotahi ki ngā wafer 8-inihi anake, engari ki te arotahi rautaki ki ngā wafer 6-inihi. Ahakoa kei roto i te kaupapa matua o te maha o ngā kamupene taputapu SiC te nekehanga ki te 8 inihi, ko te pikinga e tumanakohia ana mō te hanga o ngā papa 6 inihi kua pakeke ake - me te pikinga o te whakataetae utu i muri mai, ka taea te whakakore i te painga utu 8 inihi - kua arahina a SiC ki te arotahi ki ngā kaitākaro o ngā rahi e rua i te heke mai. Hei tauira, kāore ngā kamupene pēnei i a Infineon Technologies e mahi tonu ana ki te whakanui ake i tō rātou kaha 8-inihi, he rerekē rawa tēnei ki te rautaki a Wolfspeed." te kī a Tākuta Ezgi Dogmus.
Heoi, he rerekē a Wolfspeed i ētahi atu kamupene e uru ana ki te SiC nā te mea e arotahi ana ki te rauemi anake. Hei tauira, ko Infineon Technologies, Anson & Company me stmicroelectronics - he kaiārahi i roto i te umanga hikohiko mana - he pakihi angitu anō hoki ā rātou i roto i ngā mākete silicon me te gallium nitride.
Ka pā anō hoki tēnei āhuatanga ki te rautaki whakatairite a Wolfspeed ki ētahi atu kaihoko SiC nui.
Whakatuwheratia ētahi atu taupānga
E whakapono ana a Yole Intelligence ka eke te umanga motuka ki te 70 ki te 80 ōrau o te mākete taputapu SiC i te tau 2023. I te pikinga ake o te kaha, ka māmā ake te whakamahi i ngā taputapu SiC i roto i ngā tono ahumahi pēnei i ngā rihi waka hiko me ngā puna hiko, tae atu ki ngā tono pūngao matomato pēnei i te photovoltaic me te hau.
Heoi, e matapaetia ana e ngā kaitātari i Yole Intelligence ka noho tonu ngā motuka hei taraiwa matua, ā, kāore e tumanakohia kia rerekē tōna wāhi mākete i roto i ngā tau 10 e whai ake nei. He pono rawa tēnei ina whakauruhia e ngā rohe ngā whāinga waka hiko hei whakatutuki i ngā whāinga āhuarangi o nāianei me ngā whāinga āhuarangi kei te heke mai.
Tērā pea ka waiho ētahi atu rauemi pēnei i te silicon IGBT me te GaN e hangai ana ki te silicon hei kōwhiringa mō ngā Oem i te mākete motuka. Kei te tūhuratia ēnei papa e ngā kamupene pēnei i a Infineon Technologies me STMicroelectonics, nā te mea he utu whakataetae, ā, kāore e hiahiatia he papanga motuhake. Kua aro nui a Yole Intelligence ki ēnei rauemi i ngā tau kua pahure ake nei, ā, e kite ana rātou he kaitono pea mō te SiC a meake nei.
Ko te nekehanga a Wolfspeed ki Ūropi me te kaha whakaputa 8-inihi, kāore e kore ka aro atu ki te mākete taputapu SiC, e whakahaerehia ana e Ūropi i tēnei wā.
Wā tuku: Maehe-30-2023