Ka selemo sa 2023, indasteri ea likoloi e tla ikarabella bakeng sa karolo ea 70 ho isa ho 80 lekholong ea 'maraka oa lisebelisoa tsa SiC. Ha bokhoni bo ntse bo eketseha, lisebelisoa tsa SiC li tla sebelisoa habonolo lits'ebetsong tsa indasteri tse kang litjhaja tsa likoloi tsa motlakase le phepelo ea motlakase, hammoho le lits'ebetsong tsa matla a tala joalo ka matla a photovoltaic le a moea.
Ho ya ka Yole Intelligence, e bolelang esale pele bokgoni ba disebediswa tsa SiC lefatsheng ka bophara bo tla imena hararo ka 2027, dikhamphani tse hlano tse hodimo ke: STMicroelectronics(stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), le ROHM (ROM).
Ba lumela hore 'maraka oa lisebelisoa tsa SiC o tla ba le boleng ba $6 bilione lilemong tse hlano tse tlang 'me o ka fihla ho $10 bilione mathoasong a lilemo tsa bo-2030.
Morekisi ea ka sehloohong oa SiC bakeng sa lisebelisoa le li-wafer ka 2022
Bophahamo ba tlhahiso ea lisenthimithara tse 8
Ka thepa ea eona e ntle e teng New York, USA, Wolfspeed ke eona feela k'hamphani lefatšeng e ka hlahisang li-wafer tsa SiC tsa lisenthimithara tse 8 ka bongata. Bokhoni bona bo tla tsoela pele lilemong tse peli ho isa ho tse tharo tse tlang ho fihlela lik'hamphani tse ling li qala ho aha bokhoni - ea pele ka ho fetisisa ke fektheri ea SiC ea lisenthimithara tse 8 eo stmicroelectronics e tla e bula Italy ka 2024-5.
United States e etella pele ka di-wafer tsa SiC, ka Wolfspeed e ikopanya le Coherent (II-VI), onsemi, le SK Siltron css, eo hajoale e ntseng e atolosa setsi sa yona sa tlhahiso ya di-wafer tsa SiC Michigan. Ka lehlakoreng le leng, Yuropa e etella pele ka disebediswa tsa SiC.
Boholo ba wafer e kholoanyane ke molemo o hlakileng, kaha sebaka se seholo sa bokaholimo se eketsa palo ea lisebelisoa tse ka hlahisoang ka wafer e le 'ngoe, ka hona ho fokotsa litšenyehelo boemong ba sesebelisoa.
Ho tloha ka 2023, re bone barekisi ba bangata ba SiC ba bonts'a li-wafer tsa lisenthimithara tse 8 bakeng sa tlhahiso ea nakong e tlang.
Li-wafer tsa lisenthimithara tse 6 li ntse li le bohlokoa
"Barekisi ba bang ba ka sehloohong ba SiC ba nkile qeto ea ho tloha ho tsepamiseng maikutlo feela ho li-wafer tsa lisenthimithara tse 8 'me ba tsepamise maikutlo ka mokhoa o bohlale ho li-wafer tsa lisenthimithara tse 6. Leha ho fallela ho li-inch tse 8 ho le lenaneong la lik'hamphani tse ngata tsa lisebelisoa tsa SiC, keketseho e lebelletsoeng tlhahisong ea li-substrate tse hōlileng tsebong tsa lisenthimithara tse 6 - le keketseho e latelang ea tlholisano ea litšenyehelo, e ka fokotsang monyetla oa litšenyehelo tsa lisenthimithara tse 8 - e entse hore SiC e tsepamise maikutlo ho libapali tsa boholo bona ka bobeli nakong e tlang. Mohlala, lik'hamphani tse kang Infineon Technologies ha li nke khato hang-hang ho eketsa bokhoni ba tsona ba lisenthimithara tse 8, e leng se fapaneng haholo le leano la Wolfspeed." Ngaka Ezgi Dogmus o boletse joalo.
Leha ho le jwalo, Wolfspeed e fapane le dikhamphani tse ding tse amehang ho SiC hobane e shebane feela le thepa. Mohlala, Infineon Technologies, Anson & Company le stmicroelectronics - e leng baetapele indastering ya motlakase wa elektroniki - le tsona di na le dikgwebo tse atlehileng mebarakeng ya silicon le gallium nitride.
Ntlha ena e boetse e ama leano la Wolfspeed la ho bapisa le barekisi ba bang ba ka sehloohong ba SiC.
Bula lits'ebetso tse ling
Yole Intelligence e lumela hore indasteri ea likoloi e tla ikarabella bakeng sa karolo ea 70 ho isa ho 80 lekholong ea 'maraka oa lisebelisoa tsa SiC ka 2023. Ha bokhoni bo ntse bo eketseha, lisebelisoa tsa SiC li tla sebelisoa habonolo lits'ebetsong tsa indasteri tse kang litjhaja tsa likoloi tsa motlakase le phepelo ea motlakase, hammoho le lits'ebetsong tsa matla a tala joalo ka matla a photovoltaic le a moea.
Leha ho le jwalo, bahlahlobisisi ba Yole Intelligence ba bolela esale pele hore dikoloi di tla dula e le tsona tse ka sehloohong tse di kgannang, mme karolo ya tsona ya mmaraka e sa lebellwa ho fetoha dilemong tse 10 tse tlang. Sena ke nnete haholoholo ha dibaka di hlahisa dipheo tsa dikoloi tsa motlakase ho fihlela dipheo tsa tlelaemete tsa hajwale le tse haufi le nako e tlang.
Lisebelisoa tse ling tse kang silicon IGBT le GaN e thehiloeng ho silicon le tsona e ka ba khetho bakeng sa Oems 'marakeng oa likoloi. Likhamphani tse kang Infineon Technologies le STMicroelectronics li ntse li hlahloba likarolo tsena, haholo-holo hobane li qothisana lehlokoa ka litšenyehelo 'me ha li hloke lintho tse khethehileng. Yole Intelligence e ntse e shebile lisebelisoa tsena haufi-ufi lilemong tse 'maloa tse fetileng' me e li bona e le tse ka bang bahlolisani ba SiC nakong e tlang.
Ho fallela ha Wolfspeed Europe ka bokgoni ba tlhahiso ba lisenthimithara tse 8 ntle ho pelaelo ho tla shebana le mmaraka wa disebediswa tsa SiC, oo hajwale o laolwang ke Yuropa.
Nako ea poso: Hlakubele-30-2023