Ngowama-2023, ishishini leemoto liza kubalelwa kwi-70 ukuya kwi-80 ekhulwini yemarike yezixhobo zeSiC. Njengoko umthamo usanda, izixhobo zeSiC ziya kusetyenziswa ngokulula kwizicelo zoshishino ezifana neetshaja zezithuthi zombane kunye nezixhobo zamandla, kunye nezicelo zamandla aluhlaza ezifana ne-photovoltaic kunye namandla omoya.
Ngokutsho kweYole Intelligence, eqikelela ukuba amandla ezixhobo zeSiC kwihlabathi liphela aphindwe kathathu ngo-2027, iinkampani ezintlanu eziphambili zezi: STMicroelectronics(stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), kunye neROHM (ROM).
Bakholelwa ukuba imakethi yezixhobo zeSiC iya kuba nexabiso leedola ezi-6 zeerandi kwiminyaka emihlanu ezayo kwaye inokufikelela kwi-10 yeebhiliyoni zeerandi ekuqaleni kweminyaka yoo-2030.
Umthengisi ophambili weSiC wezixhobo kunye neewafers ngo-2022
Ubukhulu bemveliso ye-intshi ezi-8
Ngenxa yezinto zayo ezidumileyo eNew York, eMelika, iWolfspeed yeyona nkampani ikuphela kwayo ehlabathini ekwaziyo ukuvelisa ii-wafers zeSiC ezizii-intshi ezi-8 ngobuninzi. Olu lawulo luza kuqhubeka kwiminyaka emibini ukuya kwemithathu ezayo de iinkampani ezininzi ziqale ukwakha amandla - eyokuqala yimveliso yeSiC ezizii-intshi ezi-8 eza kuvulwa yi-stmicroelectronics e-Itali ngo-2024-5.
I-United States ikhokela phambili kwii-SiC wafers, kunye neWolfspeed ejoyina iCoherent (II-VI), i-onsemi, kunye ne-SK Siltron css, okwangoku eyandisa indawo yayo yokuvelisa ii-SiC wafer eMichigan. Kwelinye icala, iYurophu ikhokela phambili kwizixhobo zeSiC.
Ubungakanani be-wafer enkulu buyinzuzo ecacileyo, njengoko indawo enkulu yomphezulu inyusa inani lezixhobo ezinokwenziwa kwi-wafer enye, ngaloo ndlela kunciphisa iindleko kwinqanaba lesixhobo.
Ukususela ngo-2023, sibone abathengisi abaninzi beSiC bebonisa ii-wafers ze-intshi ezi-8 ukuze zenziwe kwixesha elizayo.
Iiwafers eziziisentimitha ezi-6 zisabalulekile
"Abanye abathengisi abakhulu beSiC bagqibe ekubeni bayeke ukugxila kuphela kwiiwafers ze-intshi ezi-8 kwaye bagxile ngobuchule kwiiwafers ze-intshi ezi-6. Nangona ukufudukela kwi-intshi ezi-8 kuseluhlwini lweenkampani ezininzi zezixhobo zeSiC, ukwanda okulindelekileyo kwimveliso yee-substrates ezivuthiweyo ze-intshi ezi-6 - kunye nokwanda okulandelayo kokhuphiswano lweendleko, okunokunciphisa inzuzo yeendleko ze-intshi ezi-8 - kukhokelele iSiC ukuba igxile kubadlali bobukhulu bobabini kwixesha elizayo. Umzekelo, iinkampani ezifana ne-Infineon Technologies azithathi nyathelo ngoko nangoko lokwandisa umthamo wazo we-intshi ezi-8, nto leyo echasene kakhulu necebo likaWolfspeed." Utshilo uGqr. Ezgi Dogmus.
Nangona kunjalo, iWolfspeed yahlukile kwezinye iinkampani ezibandakanyeka kwiSiC kuba igxile kuphela kwizinto ezisetyenziswayo. Umzekelo, i-Infineon Technologies, i-Anson & Company kunye ne-stmicroelectronics - ezikhokelayo kushishino lwe-elektroniki yamandla - nazo zinamashishini aphumelelayo kwiimarike ze-silicon kunye ne-gallium nitride.
Le nto ikwachaphazela icebo likaWolfspeed lokuthelekisa nabanye abathengisi abakhulu beSiC.
Vula ezinye izicelo
I-Yole Intelligence ikholelwa ukuba ishishini leemoto liza kubalelwa kwi-70 ukuya kwi-80 ekhulwini yemarike yezixhobo ze-SiC ngo-2023. Njengoko umthamo usanda, izixhobo ze-SiC ziya kusetyenziswa ngokulula kwizicelo zoshishino ezifana neetshaja zezithuthi zombane kunye nezixhobo zamandla, kunye nezicelo zamandla aluhlaza ezifana namandla e-photovoltaic kunye nomoya.
Nangona kunjalo, abahlalutyi kwiYole Intelligence baqikelela ukuba iimoto ziya kuhlala zingumqhubi oyintloko, kwaye isabelo sazo semarike asilindelwanga ukuba sitshintshe kwiminyaka eli-10 ezayo. Oku kuyinyani ngakumbi xa imimandla ingenisa iinjongo zezithuthi zombane ukuze kuhlangatyezwane neenjongo zemozulu zangoku nezexesha elizayo.
Ezinye izinto ezifana ne-silicon IGBT kunye ne-silicon based GaN nazo zinokuba lukhetho lwe-Oems kwimarike yeemoto. Iinkampani ezifana ne-Infineon Technologies kunye ne-STMicroelectronics zihlola ezi substrates, ingakumbi kuba zikhuphisana ngexabiso kwaye azidingi zinto zikhethekileyo. I-Yole Intelligence ibisoloko ijonga ezi zinto kwiminyaka embalwa edlulileyo kwaye izibona njengabantu abanokuba ngabaphikisi be-SiC kwixesha elizayo.
Ukufudukela kukaWolfspeed eYurophu enomthamo wemveliso oziisentimitha ezi-8 ngokuqinisekileyo kuya kujolisa kwimarike yezixhobo zeSiC, okwangoku elawulwa yiYurophu.
Ixesha lokuthumela: Matshi-30-2023