Los ntawm 2023, kev lag luam tsheb yuav suav txog 70 txog 80 feem pua ntawm SiC khoom lag luam. Raws li lub peev xwm nce, SiC cov cuab yeej yuav siv tau yooj yim dua hauv kev lag luam xws li hluav taws xob tsheb chargers thiab cov khoom siv hluav taws xob, nrog rau kev siv hluav taws xob ntsuab xws li photovoltaic thiab cua zog.
Raws li Yole Intelligence, uas kwv yees thoob ntiaj teb SiC cov cuab yeej muaj peev xwm nce mus txog peb npaug los ntawm 2027, tsib lub tuam txhab saum toj kawg nkaus yog: STMicroelectronics (stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), thiab ROHM (ROM).
Lawv ntseeg tias SiC cov khoom lag luam yuav muaj nqis txog $ 6 nphom hauv tsib xyoos tom ntej thiab tuaj yeem ncav cuag $ 10 nphom los ntawm thaum ntxov 2030s.
Ua SiC tus neeg muag khoom rau cov khoom siv thiab wafers hauv 2022
8 nti ntau lawm supremacy
Los ntawm nws cov fab uas twb muaj lawm hauv New York, Tebchaws Asmeskas, Wolfspeed yog tib lub tuam txhab hauv ntiaj teb uas tuaj yeem tsim khoom loj 8-nti SiC wafers. Qhov kev tswj hwm no yuav txuas ntxiv mus rau ob mus rau peb xyoos tom ntej kom txog thaum ntau lub tuam txhab pib tsim lub peev xwm - qhov ntxov tshaj plaws yog 8-nti SiC cog uas stmicroelectronics yuav qhib hauv Ltalis hauv 2024-5.
Tebchaws Asmeskas ua txoj hauv kev hauv SiC wafers, nrog Wolfspeed koom nrog Coherent (II-VI), onsemi, thiab SK Siltron css, uas tam sim no nthuav dav nws cov khoom siv SiC wafer hauv Michigan. Tebchaws Europe, ntawm qhov tod tes, yog tus thawj coj hauv SiC cov khoom siv.
Qhov loj wafer loj yog ib qho txiaj ntsig zoo, raws li thaj chaw loj dua tuaj yeem ua rau cov khoom siv uas tuaj yeem ua rau ntawm ib qho wafer, yog li txo tus nqi ntawm cov khoom siv.
Raws li xyoo 2023, peb tau pom ntau tus neeg muag khoom SiC ua qauv qhia 8-nti wafers rau yav tom ntej.
6-nti wafers tseem tseem ceeb
"Lwm cov neeg muag khoom loj SiC tau txiav txim siab txav deb ntawm kev tsom mus rau 8-nti wafers thiab tsom mus rau 6-nti wafers. Thaum qhov kev txav mus rau 8-inch yog nyob rau hauv cov txheej txheem ntawm ntau lub tuam txhab SiC, qhov kev cia siab ntawm kev tsim khoom ntau dua. paub tab 6 nti substrates - thiab qhov kev nce ntxiv hauv cov nqi sib tw, uas tuaj yeem cuam tshuam tus nqi 8 ntiv tes kom zoo dua - tau coj SiC tsom rau cov players ntawm ob qho tib si. Piv txwv li, cov tuam txhab xws li Infineon Technologies tsis ua tam sim ntawd kom lawv lub peev xwm 8-nti, uas yog qhov tsis sib xws rau Wolfspeed lub tswv yim. Dr. Ezgi Dogmus hais.
Txawm li cas los xij, Wolfspeed txawv ntawm lwm lub tuam txhab koom nrog SiC vim tias nws tau tsom mus rau cov khoom siv nkaus xwb. Piv txwv li, Infineon Technologies, Anson & Company thiab stmicroelectronics - uas yog cov thawj coj hauv kev lag luam hluav taws xob hluav taws xob - kuj muaj kev lag luam zoo hauv kev lag luam silicon thiab gallium nitride.
Qhov no tseem cuam tshuam rau Wolfspeed qhov kev sib piv nrog rau lwm tus neeg muag khoom loj SiC.
Qhib ntau daim ntawv thov
Yole Intelligence ntseeg tias kev lag luam tsheb yuav suav txog 70 mus rau 80 feem pua ntawm SiC cov cuab yeej ua lag luam los ntawm 2023. Raws li lub peev xwm nce, SiC cov cuab yeej yuav siv tau yooj yim dua hauv kev lag luam xws li hluav taws xob tsheb chargers thiab cov khoom siv hluav taws xob, nrog rau kev siv hluav taws xob ntsuab. xws li photovoltaic thiab cua zog.
Txawm li cas los xij, cov kws tshuaj ntsuam xyuas ntawm Yole Intelligence kwv yees tias cov tsheb yuav tseem yog tus tsav tsheb tseem ceeb, nrog rau nws txoj kev lag luam tsis xav tias yuav hloov pauv hauv 10 xyoo tom ntej. Qhov no yog qhov tseeb tshwj xeeb tshaj yog thaum cov cheeb tsam qhia lub hom phiaj tsheb hluav taws xob kom tau raws li cov hom phiaj kev nyab xeeb tam sim no thiab ze rau yav tom ntej.
Lwm cov ntaub ntawv xws li silicon IGBT thiab silicon raws li GaN kuj tuaj yeem dhau los ua kev xaiv rau Oems hauv kev lag luam tsheb. Cov tuam txhab xws li Infineon Technologies thiab STMicroelectonics tab tom tshawb nrhiav cov substrates, tshwj xeeb tshaj yog vim lawv muaj nqi sib tw thiab tsis tas yuav muaj kev mob siab rau fab. Yole Intelligence tau ua tib zoo saib xyuas cov ntaub ntawv no nyob rau ob peb xyoos dhau los thiab pom lawv yog cov muaj peev xwm sib tw rau SiC yav tom ntej.
Wolfspeed txoj kev txav mus rau Tebchaws Europe nrog lub peev xwm tsim tau 8-nti yuav tsis muaj kev ntseeg siab rau SiC cov khoom lag luam, uas tam sim no yog cov teb chaws Europe.
Post lub sij hawm: Mar-30-2023