Mu 2023, inganda z’imodoka zizaba zifite 70 kugeza kuri 80% by’isoko ry’ibikoresho bya SiC. Uko ubushobozi bwabyo bugenda bwiyongera, ibikoresho bya SiC bizaba byoroshye gukoreshwa mu nganda nko gushyushya imodoka zikoresha amashanyarazi n’amashanyarazi, ndetse no gukoresha ingufu zitagira impanuka nka photovoltaic na wind power.
Nk’uko Yole Intelligence ibivuga, iteganya ko ubushobozi bw’ibikoresho bya SiC ku isi buzikuba gatatu mu 2027, ibigo bitanu bya mbere ni: STMicroelectronics (stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), na ROHM (ROM).
Bemeza ko isoko ry’ibikoresho bya SiC rizaba rifite agaciro ka miliyari 6 z’amadolari mu myaka itanu iri imbere kandi ko rishobora kugera kuri miliyari 10 z’amadolari mu ntangiriro za 2030.
Umucuruzi ukomeye wa SiC ku bikoresho na wafers muri 2022
Ubuhanga bwo gukora bwa santimetero 8
Binyuze mu ruganda rwayo rugezweho ruri i New York, muri Amerika, Wolfspeed ni yo sosiyete yonyine ku isi ishobora gukora ku bwinshi utwuma twa SiC twa santimetero 20. Uku kwiganza kuzakomeza mu myaka ibiri cyangwa itatu iri imbere kugeza igihe andi masosiyete atangiye kubaka ubushobozi - icya mbere ni uruganda rwa SiC rwa santimetero 20 ruzafungurwa mu Butaliyani mu 2024-2025.
Leta Zunze Ubumwe za Amerika ni zo ziza imbere mu gukora SiC wafers, aho Wolfspeed iza imbere muri Coherent (II-VI), onsemi, na SK Siltron css, ubu irimo kwagura ikigo cyayo cyo gukora SiC wafers muri Michigan. Ku rundi ruhande, Uburayi ni bwo buyoboye mu gukora SiC wafers.
Ingano nini ya wafer ni inyungu igaragara, kuko ubuso bunini byongera umubare w'ibikoresho bishobora gukorwa kuri wafer imwe, bityo bigabanura ikiguzi ku rwego rw'igikoresho.
Guhera mu 2023, twabonye abacuruzi benshi ba SiC bagaragaza utugati twa santimetero 2.8 two gukora mu gihe kizaza.
Udupaki twa santimetero 6 turacyari ingenzi
"Abandi bacuruzi bakomeye ba SiC bafashe icyemezo cyo kuva ku kwibanda gusa ku ma-wafer ya santimetero 8 ahubwo bakibanda ku buryo bufatika ku ma-wafer ya santimetero 6. Nubwo kwimukira kuri santimetero 8 biri mu ntego z'ibigo byinshi bya SiC, kwiyongera kwitezwe mu musaruro w'ama-substrate ashaje ya santimetero 6 - ndetse no kwiyongera kw'ibiciro, bishobora kugabanya inyungu y'ibiciro ya santimetero 8 - byatumye SiC yibanda ku bakinnyi b'ingano zombi mu gihe kizaza. Urugero, ibigo nka Infineon Technologies ntabwo bihita bifata ingamba zo kongera ubushobozi bwabyo bwa santimetero 8, ibi bikaba bitandukanye cyane n'ingamba za Wolfspeed." Dr. Ezgi Dogmus yagize ati.
Ariko, Wolfspeed itandukanye n'andi masosiyete akora muri SiC kuko yibanda gusa ku bikoresho. Urugero, Infineon Technologies, Anson & Company na stmicroelectronics - ari zo ziyoboye mu nganda z'amashanyarazi - nazo zifite ubucuruzi bugezweho mu masoko ya silicon na gallium nitride.
Iki kintu kinagira ingaruka ku ngamba za Wolfspeed zo kugereranya n'abandi bacuruzi bakomeye ba SiC.
Fungura izindi porogaramu
Yole Intelligence yizera ko inganda z’imodoka zizaba zifite 70 kugeza kuri 80% by’isoko ry’ibikoresho bya SiC mu 2023. Uko ubushobozi bwabyo bwiyongera, ibikoresho bya SiC bizarushaho gukoreshwa mu nganda nko gushyushya amashanyarazi n’amashanyarazi, ndetse no mu ngufu zitangiza ibidukikije nka photovoltaic na wind power.
Ariko, abasesenguzi bo muri Yole Intelligence bateganya ko imodoka zizakomeza kuba zo zitwara imizigo, isoko ryazo ritazahinduka mu myaka 10 iri imbere. Ibi bibaho cyane cyane iyo uturere dushyizeho intego z'imodoka zikoresha amashanyarazi kugira ngo zigere ku ntego z'ikirere ziriho ubu n'iza vuba aha.
Ibindi bikoresho nka silicon IGBT na silicon GaN nabyo bishobora kuba amahitamo ya Oems ku isoko ry'imodoka. Ibigo nka Infineon Technologies na STMicroelectronics birimo gushakisha ibi bikoresho, cyane cyane ko bihendutse kandi bidasaba ibintu byihariye. Yole Intelligence yakomeje gukurikirana ibi bikoresho mu myaka mike ishize kandi ibibona nk'abashobora guhatanira SiC mu gihe kizaza.
Kwimukira kwa Wolfspeed mu Burayi bifite ubushobozi bwo gukora santimetero 2.8 nta gushidikanya ko bizareba isoko ry’ibikoresho bya SiC, ubu biganjemo Uburayi.
Igihe cyo kohereza: Werurwe-30-2023