Ngo-2023, imboni yezimoto izobalelwa kumaphesenti angama-70 kuya kwangu-80 emakethe yamadivayisi e-SiC. Njengoba umthamo ukhuphuka, amadivayisi e-SiC azosetshenziswa kalula ezisetshenziswayo zezimboni ezifana nokushaja izimoto zikagesi kanye nezinsiza zikagesi, kanye nezicelo zamandla aluhlaza njenge-photovoltaic kanye namandla omoya.
Ngokusho kwe-Yole Intelligence, ebikezela ukuthi amandla edivayisi ye-SiC emhlabeni wonke azokwenyuka kathathu ngo-2027, izinkampani ezinhlanu eziphezulu yilezi: i-STMicroelectronics(stmicroelectronics), i-Infineon Technologies (Infineon), i-Wolfspeed, i-onsemi (Anson), kanye ne-ROHM (ROM).
Bakholelwa ukuthi imakethe yamadivayisi e-SiC izoba yi-$6 billion eminyakeni emihlanu ezayo futhi ingafinyelela ku-$10 billion ekuqaleni kwawo-2030.
Umthengisi ohamba phambili we-SiC wamadivayisi nama-wafer ngo-2022
Ubukhulu bokukhiqiza obuyi-intshi eziyi-8
Ngenkampani yayo esezingeni eliphezulu ekhona eNew York, e-USA, iWolfspeed yiyona kuphela inkampani emhlabeni engakhiqiza ngobuningi ama-wafer e-SiC angu-8-intshi. Lokhu kubusa kuzoqhubeka eminyakeni emibili kuya kwemithathu ezayo kuze kube yilapho izinkampani eziningi ziqala ukwakha amandla - eyokuqala yisitshalo se-SiC esingu-8-intshi esizovulwa yi-stmicroelectronics e-Italy ngo-2024-5.
I-United States ihamba phambili ngama-wafer e-SiC, kanti i-Wolfspeed ijoyina i-Coherent (II-VI), i-onsemi, kanye ne-SK Siltron css, okwamanje eyandisa indawo yayo yokukhiqiza ama-wafer e-SiC eMichigan. Ngakolunye uhlangothi, iYurophu ihamba phambili kumadivayisi e-SiC.
Usayizi we-wafer omkhulu uyinzuzo ecacile, njengoba indawo enkulu yobuso yandisa inani lamadivayisi angakhiqizwa ku-wafer eyodwa, ngaleyo ndlela kunciphisa izindleko ezingeni ledivayisi.
Kusukela ngo-2023, sibone abathengisi abaningi be-SiC bebonisa ama-wafer angu-8-intshi ukuze akhiqizwe esikhathini esizayo.
Ama-wafer angu-6 intshi asabalulekile
"Abanye abathengisi abakhulu be-SiC banqume ukuyeka ukugxila kuphela kuma-wafer angu-8 intshi futhi bagxile ngokuhlelekile kuma-wafer angu-6 intshi. Ngenkathi ukuthuthela kuma-8 intshi kusezandleni zezinkampani eziningi zamadivayisi e-SiC, ukwanda okulindelekile ekukhiqizweni kwama-substrate ama-6 intshi avuthiwe - kanye nokwanda okulandelayo kokuncintisana ngezindleko, okungase kunciphise inzuzo yezindleko ezingu-8 intshi - kuholele i-SiC ukuthi igxile kubadlali bobukhulu bobabili esikhathini esizayo. Isibonelo, izinkampani ezifana ne-Infineon Technologies azithathi isinyathelo esisheshayo sokwandisa umthamo wazo ongu-8 intshi, okungafani kakhulu nesu likaWolfspeed." kusho uDkt. Ezgi Dogmus.
Kodwa-ke, iWolfspeed ihlukile kwezinye izinkampani ezihilelekile ku-SiC ngoba igxile kuphela ezintweni ezibonakalayo. Isibonelo, i-Infineon Technologies, i-Anson & Company kanye ne-stmicroelectronics - ezihola embonini yamandla kagesi - nazo zinamabhizinisi aphumelelayo emakethe ye-silicon kanye ne-gallium nitride.
Lesi sici sithinta futhi isu likaWolfspeed lokuqhathanisa nabanye abathengisi abakhulu be-SiC.
Vula izinhlelo zokusebenza ezengeziwe
I-Yole Intelligence ikholelwa ukuthi imboni yezimoto izobalelwa kumaphesenti angama-70 kuya kwangu-80 emakethe yamadivayisi e-SiC ngo-2023. Njengoba umthamo ukhuphuka, amadivayisi e-SiC azosetshenziswa kalula ezisetshenziswayo zezimboni ezifana nokushaja izimoto zikagesi kanye nezinsiza zikagesi, kanye nezinhlelo zokusebenza zamandla aluhlaza njenge-photovoltaic kanye namandla omoya.
Kodwa-ke, abahlaziyi be-Yole Intelligence babikezela ukuthi izimoto zizohlala ziyimbangela eyinhloko yokushayela, njengoba isabelo sazo semakethe singalindelekile ukuthi sishintshe eminyakeni eyi-10 ezayo. Lokhu kuyiqiniso ikakhulukazi lapho izifunda zethula imigomo yezimoto zikagesi ukuze kuhlangatshezwane nemigomo yesimo sezulu yamanje neseduze nesikhathi esizayo.
Ezinye izinto ezifana ne-silicon IGBT kanye ne-silicon based GaN nazo zingaba inketho yama-Oems emakethe yezimoto. Izinkampani ezifana ne-Infineon Technologies kanye ne-STMicroelectronics zihlola lezi zinhlobo, ikakhulukazi ngoba zincintisana ngezindleko futhi azidingi izinto ezizinikezele. I-Yole Intelligence ibilokhu iqapha lezi zinto eminyakeni embalwa edlule futhi izibona njengezimbangi ezingaba khona ze-SiC esikhathini esizayo.
Ukuthuthela kukaWolfspeed eYurophu ngomthamo wokukhiqiza ongu-8 intshi ngokungangabazeki kuzogxila emakethe yamadivayisi e-SiC, okwamanje ephethwe yiYurophu.
Isikhathi sokuthunyelwe: Mashi-30-2023