Ma ka makahiki 2023, e helu ana ka ʻoihana kaʻa no 70 a 80 pakeneka o ka mākeke hāmeʻa SiC. Ke piʻi aʻe ka mana, e maʻalahi ka hoʻohana ʻana i nā mea SiC i nā noi ʻoihana e like me nā mea hoʻoili kaʻa uila a me nā lako mana, a me nā noi ikehu ʻōmaʻomaʻo e like me ka photovoltaic a me ka mana makani.
Wahi a Yole Intelligence, e wānana ana i ka hiki ʻana o ka polokalamu SiC honua i ʻekolu i ka makahiki 2027, ʻo nā hui ʻelima kiʻekiʻe: STMicroelectronics (stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), a me ROHM (ROM).
Manaʻo lākou he $6 biliona ke kumukūʻai o ka mākeke SiC i nā makahiki ʻelima e hiki mai ana a hiki ke hōʻea i $ 10 biliona e ka 2030s mua.
Ke alakaʻi nei i ka mea kūʻai aku ʻo SiC no nā polokalamu a me nā wafers i 2022
8 iniha hana kiʻekiʻe
Ma o kāna mea hana ma New York, USA, ʻo Wolfspeed wale nō ka hui ma ka honua e hiki ke hana nui i nā wafers SiC 8 iniha. E hoʻomau ʻia kēia mana i nā makahiki ʻelua a ʻekolu a hiki i ka hoʻomaka ʻana o nā ʻoihana e kūkulu i ka hiki - ʻo ka mea mua loa ka 8-inch SiC mea kanu e wehe ʻia ka stmicroelectronics ma Italia i 2024-5.
Ke alakaʻi nei ʻo ʻAmelika i ke ala ma SiC wafers, me Wolfspeed e hui pū ana me Coherent (II-VI), onsemi, a me SK Siltron css, ke hoʻonui nei i kāna hale hana wafer SiC ma Michigan. ʻO ʻEulopa, ma kekahi ʻaoʻao, ke alakaʻi nei i ke ala i nā polokalamu SiC.
ʻO ka nui o ka wafer nui kahi pōmaikaʻi maopopo, ʻoiai ʻo ka nui o ka ʻili i hoʻonui i ka nui o nā mea hana i hiki ke hana ʻia ma ka wafer hoʻokahi, a laila e hōʻemi ana i ke kumukūʻai ma ka pae o ka mīkini.
Ma ka makahiki 2023, ua ʻike mākou i nā mea kūʻai aku ʻo SiC e hōʻike ana i nā wafers 8-inch no ka hana e hiki mai ana.
He mea nui ka wafer 6-inihi
"Ua hoʻoholo nā mea kūʻai nui ʻē aʻe SiC e neʻe aku mai ka nānā wale ʻana i nā wafers 8-inch a nānā pono i nā wafers 6-inch. ʻO nā substrates oʻo 6 iniha - a me ka piʻi ʻana o ka hoʻokūkū kumukūʻai, hiki ke hoʻopau i ka pono kumu kūʻai 8 iniha - ua alakaʻi iā SiC e nānā i nā mea pāʻani o nā nui ʻelua i ka ʻO ka laʻana, ʻaʻole e hana koke nā hui e like me Infineon Technologies e hoʻonui i ko lākou kaha 8-inch, he ʻokoʻa loa ia i ka hoʻolālā ʻana o Wolfspeed. Wahi a Kauka Ezgi Dogmus.
Eia nō naʻe, ʻokoʻa ʻo Wolfspeed mai nā hui ʻē aʻe i komo i loko o SiC no ka mea ua kālele wale ʻia i ka mea. No ka laʻana, ʻo Infineon Technologies, Anson & Company a me stmicroelectronics - he mau alakaʻi i ka ʻoihana uila uila - loaʻa pū kekahi mau ʻoihana kūleʻa i ka mākeke silika a me ka gallium nitride.
Hoʻopili kēia mea i ka hoʻolālā hoʻohālikelike a Wolfspeed me nā mea kūʻai aku SiC nui.
E wehe i nā noi hou aku
Manaʻo ʻo Yole Intelligence e helu ka ʻoihana kaʻa i ka 70 a i ka 80 pakeneka o ka mākeke mīkini SiC e 2023. I ka piʻi ʻana o ka hiki, e maʻalahi ka hoʻohana ʻana o nā mea SiC i nā noi ʻoihana e like me nā mea hoʻoili kaʻa uila a me nā lako mana, a me nā noi uila ʻōmaʻomaʻo. e like me ka photovoltaic a me ka mana makani.
Eia naʻe, wānana ka poʻe loiloi ma Yole Intelligence e noho mau nā kaʻa i ka mea hoʻokele nui, me kāna māhele mākeke ʻaʻole i manaʻo ʻia e loli i nā makahiki he 10 e hiki mai ana. He ʻoiaʻiʻo loa kēia i ka wā e hoʻolauna ai nā wahi i nā pahuhopu kaʻa uila e hoʻokō i nā pahuhopu aniau a kokoke i ka wā e hiki mai ana.
ʻO nā mea ʻē aʻe e like me ka silicon IGBT a me ka silicon based GaN hiki ke lilo i koho no Oems i ka mākeke automotive. Ke ʻimi nei nā ʻoihana e like me Infineon Technologies a me STMicroelectonics i kēia mau substrates, ʻoi aku hoʻi no ka mea he kumu kūʻai lākou a ʻaʻole koi i nā mea hoʻolaʻa. Ke nānā pono nei ʻo Yole Intelligence i kēia mau mea i nā makahiki i hala aku nei a ʻike iā lākou he mau mea hakakā no SiC i ka wā e hiki mai ana.
ʻO ka neʻe ʻana o Wolfspeed i ʻEulopa me ka mana hana 8-inch ʻaʻole ia e kanalua i ka mākeke hāmeʻa SiC, ka mea i hoʻomalu ʻia e ʻEulopa.
Ka manawa hoʻouna: Mar-30-2023