Sekureva kwemushumo wakaburitswa neTrendForce Consulting, sezvo mapurojekiti ekushandira pamwe chete neAnson, Infineon nemamwe mapurojekiti ekushanda pamwe chete nevagadziri vemotokari nemagetsi ari pachena, musika weSiC wemagetsi uchasimudzirwa kusvika mabhiriyoni maviri nemakumi maviri nemasere emadhora ekuAmerica muna 2023 (ruzivo rwekutanga rweIT: angangoita mabhiriyoni gumi nemashanu nemakumi matanhatu nemapfumbamwe eyuan), zvichikwira ne41.4% gore rega rega.
Sekureva kwemushumo, ma semiconductor echizvarwa chechitatu anosanganisira silicon carbide (SiC) uye gallium nitride (GaN), uye SiC inoita 80% yehuwandu hwese hwemagetsi anobuda. SiC yakakodzera kushandiswa kwemagetsi akawanda uye magetsi akawandisa, izvo zvinogona kuwedzera kushanda zvakanaka kwemotokari dzemagetsi uye masisitimu emagetsi anodzokororwa.
Sekureva kweTrendForce, zvinhu zviviri zvinonyanya kushandiswa pakugadzira zvikamu zveSiC power imota dzemagetsi nesimba rinogona kushandiswazve, izvo zvasvika pamadhora mabhiriyoni 1.09 uye mamiriyoni 210 muna 2022 (pari zvino inosvika mabhiriyoni 7.586 emadhora). Inoumba 67.4% uye 13.1% yemusika wese wezvikamu zveSiC power component.
Sekureva kweTrendForce Consulting, musika weSiC power component unotarisirwa kusvika $5.33 bhiriyoni panosvika 2026 (pari zvino inosvika 37.097 bhiriyoni yuan). Mashandisirwo makuru achiri kushandisa mota dzemagetsi nesimba rinodzokororwa, ukoshi hwemotokari dzemagetsi hunosvika $3.98 bhiriyoni (pari zvino inosvika 27.701 bhiriyoni yuan), CAGR (huwandu hwekukura kwegore negore) hweinenge 38%; Simba rinodzokororwa rasvika 410 mamiriyoni emadhora ekuAmerica (inenge 2.854 bhiriyoni yuan parizvino), CAGR yeinenge 19%.
Tesla haina kumisa vashandi veSiC
Kukura kwemusika wesilicon carbide (SiC) mumakore mashanu apfuura kwave kuchitsamira zvakanyanya paTesla, mugadziri wekutanga wemidziyo yekutanga kushandisa zvinhu izvi mumotokari dzemagetsi, uye mutengi mukuru nhasi. Saka payakazivisa munguva pfupi yapfuura kuti yawana nzira yekuderedza huwandu hweSiC hunoshandiswa mumamodule ayo emagetsi emangwana ne75 muzana, indasitiri iyi yakavhunduka, uye zvinhu zvevatambi vakuru zvakakanganiswa.
Kuderedzwa kwe75 muzana kunonzwika kunotyisa, kunyanya pasina zvakawanda zviri kuitika, asi kune zvimwe zvingangoitika mushure mekuziviswa uku - hapana kana chimwe chazvo chinoratidza kudzikira kukuru kwekudiwa kwezvinhu kana musika wese.
Muenzaniso 1: Midziyo mishoma
Iyo inverter ine machipisi makumi mana nemasere muTesla Model 3 yakavakirwa patekinoroji itsva iripo panguva yekugadzirwa (2017). Zvisinei, sezvo SiC ecosystem ichikura, pane mukana wekuwedzera mashandiro eSiC substrates kuburikidza nemagadzirirwo esystem epamusoro ane kubatanidzwa kwepamusoro. Kunyange zvazvo zvisingaite kuti tekinoroji imwe chete ideredze SiC ne75%, kufambira mberi kwakasiyana-siyana mukurongedza, kutonhora (kureva, ine mativi maviri uye yakatonhodzwa nemvura), uye dhizaini yemidziyo ine channeled kunogona kutungamira kumidziyo midiki, inoshanda zviri nani. Tesla pasina mubvunzo ichaongorora mukana wakadaro, uye nhamba ye75% ingangoreva dhizaini yeinverter yakabatanidzwa zvakanyanya inoderedza huwandu hwemadhiya ainoshandisa kubva pa48 kusvika ku12. Zvisinei, kana zvakadaro, hazvina kufanana nekudzikiswa kwakanaka kwezvinhu zveSiC sezvakambotaurwa.
Zvichakadaro, mamwe maOem ari kutanga mota dze800V muna 2023-24 acharamba achivimba neSiC, iyo iriyo nzira yakanakisisa yekushandisa michina ine simba rakawanda uye ine voltage yakakwira muchikamu chino. Nekuda kweizvozvo, maOem angasaone kukanganisa kwenguva pfupi pakupinda kweSiC.
Mamiriro ezvinhu aya anoratidza kuchinja kuri kuita musika wemotokari weSiC kubva pakugadzira zvinhu zvitsva kuenda pakubatanidza michina nemasisitimu. MaPower modules ikozvino anoita basa rakakosha mukuvandudza mutengo nekushanda kwese, uye vese vatambi vakuru munzvimbo yeSiC vane mabhizinesi emagetsi ane kugona kwavo kurongedza mukati - kusanganisira onsemi, STMicroelectronics neInfineon. Wolfspeed ikozvino iri kuwedzera kupfuura zvigadzirwa zvitsva kuenda kumidziyo.
Muenzaniso wechipiri: Mota diki dzine simba shoma
Tesla yanga ichishanda pakugadzira mota itsva yekutanga kuti mota dzayo dzive nyore kushandisa. Mota dzeModel 2 kana kuti Model Q dzichava dzakachipa uye dzakapfava kupfuura mota dzavari kushandisa pari zvino, uye mota diki dzine zvinhu zvishoma hadzizodi SiC yakawanda kuti dzishande. Zvisinei, mhando dzayo dziripo dzinogona kuramba dzakafanana uye dzichiri kuda SiC yakawanda.
Pasinei nezvakanaka zvayo, SiC chinhu chinodhura, uye maOem mazhinji akaratidza chishuwo chekuderedza mitengo. Zvino sezvo Tesla, iyo OEM hombe pane dzese munzvimbo iyi, yataura nezvemitengo, izvi zvinogona kumanikidza maIDM kuti aderedze mitengo. Kuziviswa kwaTesla kungave nzira yekufambisa mhinduro dzinokwikwidzana nemitengo here? Zvichave zvinonakidza kuona kuti indasitiri iyi ichaita sei mumavhiki/mwedzi iri kuuya…
Idms dziri kushandisa nzira dzakasiyana dzekuderedza mitengo, dzakadai sekutsvaga substrate kubva kuvatengesi vakasiyana, kuwedzera kugadzirwa nekuwedzera kugona uye kuchinja kune mawafers akakura (6 “ne8″). Kumanikidzwa kwakawedzerwa kunogona kukurumidzisa kudzidza kwevatambi vari muchikamu chekutengesa munzvimbo iyi. Pamusoro pezvo, kukwira kwemitengo kunogona kuita kuti SiC ive yakachipa kwete kune vamwe vagadziri vemotokari chete asiwo kune mamwe maapplication, izvo zvinogona kuwedzera kukurudzira kushandiswa kwayo.
Muenzaniso wechitatu: Tsiva SIC nezvimwe zvinhu
Vaongorori veYole Intelligence vari kutarisa zvakanyanya mamwe matekinoroji anogona kukwikwidzana neSiC mumotokari dzemagetsi. Semuenzaniso, SiC ine grooved inopa simba rakawanda - tichaiona ichitsiva SiC yakatsetseka mune ramangwana here?
Panosvika gore ra2023, maSi IGBTs achashandiswa mumaEV inverters uye anenge akamira zvakanaka muindasitiri maererano nekugona uye mutengo. Vagadziri vachiri kuvandudza mashandiro, uye substrate iyi inogona kuratidza kugona kwemodhi ine simba shoma yakataurwa muchiitiko chechipiri, izvo zvinoita kuti zvive nyore kuwedzera muhuwandu hwakawanda. Pamwe SiC ichachengeterwa mota dzeTesla dzakanyanya kukwira uye dzine simba.
GaN-on-Si inoratidza mukana mukuru mumusika wemotokari, asi vaongorori vanoona izvi sepfungwa yenguva refu (makore anopfuura mashanu mumagetsi emagetsi munyika yechinyakare). Kunyange hazvo paine hurukuro muindasitiri yakapoteredza GaN, kuda kwaTesla kuderedza mitengo uye kuwedzera huwandu hwemotokari kunoita kuti zvisaite sekuti ichaenda kune zvinhu zvitsva uye zvisina kukura zvakanyanya kupfuura SiC mune ramangwana. Asi Tesla inogona kutora danho rakasimba rekushandisa zvinhu zvitsva izvi kutanga here? Nguva chete ndiyo ichataura.
Kutumirwa kweWafer kwakanganiswa zvishoma, asi panogona kunge paine misika mitsva
Kunyange hazvo kurudziro yekubatanidzwa kukuru kusingazokanganisi zvakanyanya musika wemidziyo, zvinogona kukanganisa kutumirwa kwewafer. Kunyangwe zvisiri zvakanyanya sezvaifungwa nevakawanda pakutanga, mamiriro ese ezvinhu anofanotaura kudzikira kwekudiwa kweSiC, izvo zvinogona kukanganisa makambani e semiconductor.
Zvisinei, zvinogona kuwedzera kuwanikwa kwezvinhu kune mamwe misika yakakura pamwe chete nemusika wemotokari mumakore mashanu apfuura. Auto inotarisira kuti maindasitiri ese achakura zvakanyanya mumakore anotevera - nekuda kwemitengo yakaderera uye kuwedzera kwekuwana zvinhu.
Kuziviswa kwaTesla kwakashamisa indasitiri iyi, asi kana tichifungisisa, tarisiro yeSiC inoramba yakanaka kwazvo. Tesla ichaenda kupi - uye indasitiri iyi ichaita sei uye ichachinja sei? Zvakakodzera kuti tizvitarise.
Nguva yekutumira: Kurume-27-2023