Pofika chaka cha 2023, makampani opanga magalimoto adzakhala ndi 70 mpaka 80 peresenti ya msika wa zida za SiC. Pamene mphamvu ikukwera, zida za SiC zidzagwiritsidwa ntchito mosavuta m'mafakitale monga ma charger amagetsi ndi magetsi, komanso kugwiritsa ntchito mphamvu zobiriwira monga photovoltaic ndi mphamvu ya mphepo.
Malinga ndi Yole Intelligence, yomwe ikuneneratu kuti mphamvu ya zipangizo za SiC padziko lonse lapansi idzakwera katatu pofika chaka cha 2027, makampani asanu apamwamba ndi awa: STMicroelectronics(stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), ndi ROHM (ROM).
Akukhulupirira kuti msika wa zida za SiC udzakhala wofunika $6 biliyoni m'zaka zisanu zikubwerazi ndipo ukhoza kufika $10 biliyoni pofika kumayambiriro kwa zaka za m'ma 2030.
Wogulitsa wamkulu wa SiC wa zipangizo ndi ma wafer mu 2022
Mphamvu yopanga mainchesi 8
Kudzera mu kampani yake yodziwika bwino ku New York, USA, Wolfspeed ndiye kampani yokhayo padziko lonse lapansi yomwe ingathe kupanga ma wafer a SiC a mainchesi 8. Kulamulira kumeneku kudzapitirira m'zaka ziwiri kapena zitatu zikubwerazi mpaka makampani ambiri atayamba kupanga mphamvu - yoyamba kukhala fakitale ya SiC ya mainchesi 8 yomwe stmicroelectronics idzatsegula ku Italy mu 2024-5.
United States ikutsogolera mu ma wafer a SiC, pomwe Wolfspeed ikugwirizana ndi Coherent (II-VI), onsemi, ndi SK Siltron css, yomwe pakadali pano ikukulitsa malo ake opangira ma wafer a SiC ku Michigan. Kumbali ina, Europe ikutsogolera mu zipangizo za SiC.
Kukula kwakukulu kwa wafer ndi phindu loonekeratu, chifukwa malo akuluakulu amawonjezera chiwerengero cha zipangizo zomwe zingapangidwe pa wafer imodzi, motero kuchepetsa mtengo pamlingo wa chipangizocho.
Pofika mu 2023, tawona ogulitsa ambiri a SiC akuwonetsa ma wafer a mainchesi 8 kuti apange mtsogolo.
Ma wafer a mainchesi 6 akadali ofunikira
"Ogulitsa ena akuluakulu a SiC asankha kusiya kuyang'ana kwambiri pa ma wafer a mainchesi 8 okha ndikuyang'ana kwambiri ma wafer a mainchesi 6. Ngakhale kuti kusintha kwa ma inchesi 8 kuli pagulu la makampani ambiri a zipangizo za SiC, kuwonjezeka komwe kukuyembekezeka pakupanga ma substrates akuluakulu a mainchesi 6 - komanso kuwonjezeka kwa mpikisano wamtengo, komwe kungachepetse phindu la mtengo wa mainchesi 8 - kwapangitsa SiC kuyang'ana kwambiri osewera amitundu yonse mtsogolo. Mwachitsanzo, makampani monga Infineon Technologies sakuchitapo kanthu mwachangu kuti awonjezere mphamvu zawo za mainchesi 8, zomwe zikusiyana kwambiri ndi njira ya Wolfspeed." Dr. Ezgi Dogmus adatero.
Komabe, Wolfspeed ndi yosiyana ndi makampani ena omwe amagwira ntchito mu SiC chifukwa imayang'ana kwambiri pa zinthuzo. Mwachitsanzo, Infineon Technologies, Anson & Company ndi stmicroelectronics - omwe ndi atsogoleri mumakampani opanga zamagetsi - nawonso ali ndi mabizinesi opambana m'misika ya silicon ndi gallium nitride.
Izi zimakhudzanso njira yofananizira ya Wolfspeed ndi ogulitsa ena akuluakulu a SiC.
Tsegulani mapulogalamu ena
Yole Intelligence ikukhulupirira kuti makampani opanga magalimoto adzakhala ndi gawo la 70 mpaka 80 peresenti ya msika wa zida za SiC pofika chaka cha 2023. Pamene mphamvu ikukwera, zida za SiC zidzagwiritsidwa ntchito mosavuta m'mafakitale monga ma charger amagetsi ndi magetsi, komanso kugwiritsa ntchito mphamvu zobiriwira monga photovoltaic ndi mphamvu ya mphepo.
Komabe, akatswiri a ku Yole Intelligence akulosera kuti magalimoto adzakhalabe oyendetsa magalimoto akuluakulu, ndipo gawo lawo pamsika silikuyembekezeka kusintha m'zaka 10 zikubwerazi. Izi zimachitika makamaka pamene madera akhazikitsa zolinga zamagalimoto zamagetsi kuti akwaniritse zolinga za nyengo zomwe zilipo komanso zamtsogolo.
Zipangizo zina monga silicon IGBT ndi silicon based GaN zitha kukhalanso njira yabwino kwa Oems pamsika wamagalimoto. Makampani monga Infineon Technologies ndi STMicroelectronics akufufuza zinthuzi, makamaka chifukwa zimapikisana pamtengo wotsika ndipo sizifuna zinthu zapadera. Yole Intelligence yakhala ikuyang'anitsitsa zinthuzi m'zaka zingapo zapitazi ndipo ikuziona ngati zomwe zingapikisane ndi SiC mtsogolomu.
Kusamukira kwa Wolfspeed ku Ulaya komwe kuli ndi mphamvu yopangira mainchesi 8 mosakayikira kudzayang'ana msika wa zida za SiC, womwe pakadali pano ukulamulidwa ndi Europe.
Nthawi yotumizira: Marichi-30-2023