Sekureva kweshumo rakaburitswa neTrendForce Consulting, sezvo Anson, Infineon uye mamwe mapurojekiti ekubatana ane mota nevagadziri vemagetsi ari pachena, iyo SiC yemagetsi chikamu musika ichasimudzirwa kusvika 2.28 bhiriyoni US madhora muna 2023 (IT yekumba chinyorwa: ingangoita 15.869 bhiriyoni yuan ), yakakwira 41.4% gore-pa-gore.
Sekureva kwemushumo, chizvarwa chechitatu semiconductors chinosanganisira silicon carbide (SiC) uye gallium nitride (GaN), uye SiC inoverengera makumi masere muzana ehuwandu hwekubuda kukosha. SiC yakakodzera kune yakakwira voltage uye yakakwira ikozvino mashandisirwo emamiriro ezvinhu, ayo anogona kuwedzera kuvandudza kushanda kwemotokari dzemagetsi uye inovandudza simba remidziyo system.
Sekureva kweTrendForce, zvikumbiro zviviri zvepamusoro zveSiC masimba emagetsi imotokari dzemagetsi uye simba rinogoneka, iro rasvika madhora bhiriyoni 1.09 uye $210 miriyoni zvakateerana muna 2022 (ikozvino inosvika RMB7.586 bhiriyoni). Inoverengera 67.4% uye 13.1% yeiyo yakazara SiC simba chikamu musika.
Sekureva kweTrendForce Consulting, iyo SiC magetsi chikamu musika inotarisirwa kusvika pamadhora mazana mashanu nemakumi matatu nemakumi matatu emadhora panosvika 2026 (ikozvino ingangoita mabhiriyoni makumi matatu nemakumi matatu nenomwe eyuan). Zvikumbiro zvemazuva ose zvichiri kuvimba nemotokari dzemagetsi uye simba rinovandudzwa, nehuwandu hwekubuda kwemotokari yemagetsi inosvika $ 3.98 bhiriyoni (ikozvino inenge 27.701 bhiriyoni yuan), CAGR (yakasanganiswa gore negore kukura) kweinenge 38%; Simba rinovandudzwa rakasvika 410 miriyoni emadhora emadhora (anenge 2.854 bhiriyoni yuan parizvino), CAGR ingangoita 19%.
Tesla haana kutadzisa SiC vanoshanda
Kukura kwemusika wesilicon carbide (SiC) mumakore mashanu apfuura kwainyanya kutsamira paTesla, wekutanga kugadzira michina yekushandisa zvinhu mumotokari dzemagetsi, uye mutengi mukuru nhasi. Saka apo ichangobva kuzivisa kuti yakanga yawana nzira yekuderedza huwandu hweSiC hunoshandiswa mune ramangwana simba modules ne75 muzana, iyo indasitiri yakakandwa mukutya, uye zvinyorwa zvevatambi vakuru vakatambura.
Kuchekwa kwe75 muzana kunonzwika kutyisa, kunyanya pasina mamiriro mazhinji, asi pane akati wandei angangoitika kuseri kwechiziviso - hapana chimwe chinoratidza kuderedzwa kunoshamisa kwekudiwa kwezvinhu kana musika wese.
Mamiriro ekutanga: Zvishandiso zvishoma
Iyo 48-chip inverter muTesla Model 3 yakavakirwa pane yakasarudzika tekinoroji iripo panguva yekusimudzira (2017). Nekudaro, sezvo iyo SiC ecosystem inokura, pane mukana wekuwedzera mashandiro eSiC substrates kuburikidza neakanyanya dhizaini masisitimu ane mubatanidzwa wepamusoro. Kunyange zvisingaite kuti tekinoroji imwe chete ichaderedza SiC ne75%, kufambira mberi kwakasiyana-siyana mukurongedza, kutonhora (kureva, maviri-mativi uye mvura-yakatonhodzwa), uye chiteshi chedhizaini yekuvaka inogona kutungamira kune yakawanda compact, mashandiro ari nani. Tesla pasina mubvunzo achaongorora mukana wakadaro, uye nhamba ye75% inogona kureva yakanyatsobatanidzwa inverter dhizaini iyo inoderedza nhamba yevakafa iyo inoshandisa kubva ku48 kusvika ku12. Zvisinei, kana izvi zviri izvo, hazvina kuenzana neakadaro. kuderedzwa kwakanaka kwezvinhu zveSiC sezvakatsanangurwa.
Zvichakadaro, mamwe maOem anotanga mota dze800V muna 2023-24 acharamba achivimba neSiC, inova ndiyo yakanakisa mumiriri wesimba repamusoro uye yakakwira voltage rated zvishandiso muchikamu ichi. Nekuda kweizvozvo, maOems anogona kusaona kukanganisa kwenguva pfupi pakupinda kweSiC.
Mamiriro ezvinhu aya anoratidza shanduko mumusika wemotokari weSiC wekutarisa kubva kune zvigadzirwa kuenda kumidziyo uye kubatanidzwa kwehurongwa. Power modules ikozvino yava kuita basa rakakosha mukuvandudza mutengo wakazara uye kuita, uye vatambi vese vakuru muSiC space vane mabhizinesi emodule yemagetsi ane yavo yemukati yekurongedza kugona - kusanganisira onsemi, STMicroelectronics uye Infineon. Wolfspeed ikozvino iri kuwedzera kupfuura zvigadzirwa kune zvishandiso.
Scenario 2: Mota diki dzine simba rakaderera zvinodiwa
Tesla anga achishanda pamota nyowani yekupinda-level kuita kuti mota dzayo dzive nyore kushandisa. Iyo Model 2 kana iyo Model Q ichave yakachipa uye yakawanda compact kupfuura mota dzadzo dzazvino, uye mota diki dzine mashoma maficha hadzizoda yakawanda SiC yemukati kuti dzigone simba. Nekudaro, mamodheru ayo aripo anogona kuchengetedza dhizaini imwechete uye achiri kuda huwandu hukuru hweSiC yakazara.
Nezvese kunaka kwayo, SiC chinhu chinodhura, uye maOem mazhinji akataura chishuwo chekudzikisa mitengo. Iye zvino kuti Tesla, iyo huru OEM munzvimbo, yakataura pamusoro pemitengo, izvi zvinogona kuisa kumanikidziro kune maIDM kuderedza mari. Kuzivisa kwaTesla kungave zano rekutyaira akawanda-anokwikwidza mhinduro? Zvichave zvinonakidza kuona kuti iyo indasitiri inoita sei mumavhiki / mwedzi iri kuuya…
MaIdms ari kushandisa nzira dzakasiyana dzekudzikisa mutengo, senge nekutsvaga substrate kubva kune vakasiyana vatengesi, kuwedzera kugadzirwa nekuwedzera huwandu uye kuchinjira kune yakakura dhayamita wafers (6 "uye 8"). Iyo yakawedzera dzvinyiriro ingango mhanyisa iyo yekudzidza curve yevatambi padanho rekupa munzvimbo ino. Pamusoro pezvo, kukwira kwemitengo kunogona kuita kuti SiC idhure kwete kune mamwe maautomaker chete asiwo kune mamwe maapplication, ayo anogona kuenderera mberi nekutorwa kwayo.
Mamiriro echitatu: Tsiva SIC nezvimwe zvinhu
Vanoongorora kuYole Intelligence vari kuramba vakatarisa kune mamwe matekinoroji anogona kukwikwidza neSiC mumotokari dzemagetsi. Semuenzaniso, grooved SiC inopa yakakwirira simba density - tichaiona ichitsiva flat SiC mune ramangwana?
Pakazosvika 2023, Si IGBTs ichashandiswa muEV inverters uye yakanyatsomira mukati meindasitiri maererano nehukuru uye mutengo. Vagadziri vachiri kuvandudza mashandiro, uye iyi substrate inogona kuratidza kugona kweiyo yakaderera-simba modhi inotaurwa muchiitiko chechipiri, izvo zvinoita kuti zvive nyore kukwira muhuwandu hwakawanda. Pamwe SiC ichachengeterwa Tesla mota dzepamberi, dzine simba.
GaN-on-Si inoratidza kugona kukuru mumusika wemotokari, asi vaongorori vanoona izvi sekufunga kwenguva refu (kupfuura makore mashanu mune inverters munyika yechinyakare). Kunyange pave paine nhaurirano muindasitiri yakatenderedza GaN, kudiwa kwaTesla kwekudzikisa mutengo uye kuwanda-kukwira kunoita kuti zvisaite kuti ichaenda kune chinhu chitsva uye chisina kukura kupfuura SiC mune ramangwana. Asi Tesla anogona here kutora nhanho yakashinga yekutora ichi chitsva chinyorwa kutanga? Nguva chete ndiyo ichataura.
Kutumirwa kweWafer kwakakanganisa zvishoma, asi panogona kunge paine misika mitsva
Nepo kusundidzira kwekubatanidzwa kukuru kuchange kuine zvishoma pamusika wemidziyo, inogona kuve nekukanganisa kutumirwa kwewafer. Kunyangwe zvisingashamisi sezvaifungwa nevakawanda pakutanga, mamiriro ega ega anofanotaura kuderera kwekuda kweSiC, izvo zvinogona kukanganisa makambani esemiconductor.
Nekudaro, inogona kuwedzera kupihwa kwezvinhu kune mamwe misika akakura pamwe nemusika wemotokari mumakore mashanu apfuura. Auto inotarisira kuti maindasitiri ese akure zvakanyanya mumakore anotevera - angangoita nekuda kwemitengo yakaderera uye nekuwedzera kuwana kwezvinhu.
Chiziviso chaTesla chakatumira kuvhunduka kuburikidza neindasitiri, asi nekuwedzera kufungisisa, maonero eSiC anoramba akanaka. Tesla anoenda kupi inotevera - uye iyo indasitiri ichaita sei uye igadzirise? Zvakakodzera kuti titarise.
Nguva yekutumira: Mar-27-2023