Marka la gaaro 2023, warshadaha baabuurta ayaa ka koobnaan doona 70 ilaa 80 boqolkiiba suuqa qalabka SiC. Marka awoodda kororto, aaladaha SiC waxaa si fudud loogu isticmaali doonaa codsiyada warshadaha sida dallacayaasha baabuurta korontada ku shaqeeya iyo sahayda korontada, iyo sidoo kale codsiyada tamarta cagaaran sida korontada iftiinka iyo dabaysha.
Sida laga soo xigtay Yole Intelligence, oo saadaalisay in awoodda qalabka SiC ee adduunka ay saddex jibaarmi doonto marka la gaaro 2027, shanta shirkadood ee ugu sarreeya waa: STMicroelectronics (stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), iyo ROHM (ROM).
Waxay aaminsan yihiin in suuqa qalabka SiC uu noqon doono $6 bilyan shanta sano ee soo socota isla markaana uu gaari karo $10 bilyan horraanta 2030-yada.
Iibiyaha ugu horreeya ee SiC ee aaladaha iyo buskudka sanadka 2022
8 inji oo ah heerka ugu sarreeya ee wax soo saarka
Iyada oo loo marayo warshadeeda hadda jirta ee New York, USA, Wolfspeed waa shirkadda kaliya ee adduunka ka jirta ee soo saari karta wafer SiC ah oo 8-inji ah. Awooddani waxay sii socon doontaa labada ilaa saddexda sano ee soo socota ilaa shirkado badan ay bilaabaan dhisidda awoodda - tan ugu horreysa waa warshadda SiC ee 8-inji ah oo stmicroelectronics ay ka furi doonto Talyaaniga 2024-5.
Mareykanka ayaa hogaaminaya shirkadaha SiC, iyadoo Wolfspeed uu ku biiray Coherent (II-VI), onsemi, iyo SK Siltron css, oo hadda ballaarinaya xarunteeda wax soo saarka SiC wafer ee Michigan. Dhanka kale, Yurub ayaa hormuud ka ah aaladaha SiC.
Cabbirka waferka weyn waa faa'iido cad, maadaama baaxadda dusha sare ee weyn ay kordhiso tirada aaladaha lagu soo saari karo hal wafer, taasoo yareyneysa kharashka heerka qalabka.
Laga bilaabo 2023, waxaan aragnay iibiyayaal badan oo SiC ah oo muujinaya wafer 8-inji ah oo loogu talagalay wax soo saarka mustaqbalka.
Wafers-ka 6-inji ah ayaa weli muhiim ah
"Iibiyaasha kale ee waaweyn ee SiC waxay go'aansadeen inay ka fogaadaan diiradda saarista oo keliya 8-inji wafers oo ay si istaraatiiji ah diiradda u saaraan 6-inji wafers. In kasta oo u guurista 8-inji ay ku jirto ajandaha shirkado badan oo qalabka SiC ah, kororka la filayo ee soo saarista substrate-yada 6-inji ee bislaaday - iyo kororka xiga ee tartanka kharashka, kaas oo ka bixi kara faa'iidada kharashka 8-inji - ayaa horseeday in SiC ay diiradda saarto ciyaartoyda labada cabbir mustaqbalka. Tusaale ahaan, shirkadaha sida Infineon Technologies ma qaadayaan tallaabo degdeg ah si ay u kordhiyaan awooddooda 8-inji, taas oo si weyn uga soo horjeedda istaraatiijiyadda Wolfspeed." Dr. Ezgi Dogmus ayaa yiri.
Si kastaba ha ahaatee, Wolfspeed wuu ka duwan yahay shirkadaha kale ee ku lug leh SiC sababtoo ah waxay diiradda saartaa oo keliya agabka. Tusaale ahaan, Infineon Technologies, Anson & Company iyo stmicroelectronics - kuwaas oo ah hoggaamiyeyaasha warshadaha korontada korontada - sidoo kale waxay leeyihiin ganacsiyo guuleysta oo ku yaal suuqyada silicon iyo gallium nitride.
Arrintani waxay sidoo kale saameyn ku leedahay istaraatiijiyadda isbarbardhigga ee Wolfspeed iyo iibiyeyaasha kale ee waaweyn ee SiC.
Fur codsiyo badan
Sirdoonka Yole wuxuu aaminsan yahay in warshadaha baabuurta ay ku xisaabtami doonaan 70 ilaa 80 boqolkiiba suuqa qalabka SiC marka la gaaro 2023. Marka awoodda kororto, aaladaha SiC waxaa si fudud loogu isticmaali doonaa codsiyada warshadaha sida dallacayaasha baabuurta korontada ku shaqeeya iyo sahayda korontada, iyo sidoo kale codsiyada tamarta cagaaran sida korontada iyo korontada dabaysha.
Si kastaba ha ahaatee, falanqeeyayaasha Yole Intelligence waxay saadaalinayaan in baabuurtu ay sii ahaan doonaan darawalka ugu weyn, iyadoo saamiga suuqeedu uusan la fileynin inuu isbeddelo 10ka sano ee soo socda. Tani waxay si gaar ah run u tahay marka gobolladu ay soo bandhigaan bartilmaameedyada baabuurta korontada ku shaqeeya si ay u gaaraan yoolalka cimilada ee hadda jira iyo kuwa mustaqbalka dhow.
Agabyada kale sida silicon IGBT iyo GaN oo ku salaysan silicon ayaa sidoo kale noqon kara ikhtiyaar loogu talagalay OEMs suuqa baabuurta. Shirkadaha sida Infineon Technologies iyo STMicroelectonics ayaa sahaminaya substrates-kan, gaar ahaan sababtoo ah waa kuwo tartan badan leh oo aan u baahnayn farsamooyin gaar ah. Yole Intelligence waxay si dhow ula socotay agabkan sannadihii la soo dhaafay waxayna u aragtaa inay yihiin tartamayaal mustaqbalka u tartami kara SiC.
U guurista Wolfspeed ee Yurub oo leh awood wax soo saar oo 8 inji ah shaki la'aan waxay bartilmaameedsan doontaa suuqa qalabka SiC, oo hadda ay ku badan tahay Yurub.
Waqtiga boostada: Maarso-30-2023