Marka la gaaro 2023, warshadaha gawaarida waxay xisaabin doonaan 70 ilaa 80 boqolkiiba suuqa aaladaha SiC. Marka ay kordho awoodda, aaladaha SiC ayaa si fudud loogu isticmaali doonaa codsiyada warshadaha sida xajiyeyaasha baabuurta korontada iyo sahayda korantada, iyo sidoo kale codsiyada tamarta cagaarka ah sida korantada sawirka iyo dabaysha.
Marka loo eego Yole Intelligence, oo saadaalisay awoodda aaladda caalamiga ah ee SiC inay saddex jibaarto 2027, shanta shirkadood ee ugu sarreeya waa: STMicroelectronics(stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), iyo ROHM (ROM).
Waxay aaminsan yihiin in suuqa qalabka SiC uu noqon doono $6 bilyan shanta sano ee soo socota oo uu gaari karo $10 bilyan horraanta 2030-yada.
Iibiyaha ugu horreeya ee SiC ee aaladaha iyo waferrada 2022
8 inch sareynta wax soo saarka
Iyada oo loo marayo warshadeeda ka jirta New York, USA, Wolfspeed waa shirkadda kaliya ee adduunka ee soo saari karta 8-inch wafers SiC. Awoodani waxay sii socon doontaa labada ilaa seddexda sano ee soo socota ilaa shirkado badan ay bilaabayaan dhisidda awoodda - ugu horrayn waa 8-inch warshad SiC ah oo stmicroelectronics laga furi doono Talyaaniga 2024-5.
Mareykanka ayaa hogaaminaya waferrada SiC, iyadoo Wolfspeed uu ku biirayo Coherent (II-VI), onsemi, iyo SK Siltron css, kaasoo hadda ballaarinaya xaruntiisa wax soo saarka wafer ee SiC ee Michigan. Yurub, dhanka kale, ayaa hogaamineysa habka aaladaha SiC.
Cabbirka waferka weyni waa faa'iido cad, maaddaama aagga weyn ee dusha sare uu kordhinayo tirada qalabka lagu soo saari karo hal mar, taas oo hoos u dhigaysa qiimaha heerka qalabka.
Laga bilaabo 2023, waxaan aragnay iibiyeyaal badan oo SiC ah oo muujinaya wafers 8-inch ah wax soo saarka mustaqbalka.
Wafers 6-inch ah ayaa weli muhiim ah
"Iibiyeyaasha kale ee waaweyn ee SiC waxay go'aansadeen inay ka fogaadaan inay diiradda saaraan oo keliya 8-inch wafers oo ay si xeeladaysan diiradda u saaraan 6-inch wafers. Iyadoo u dhaqaaqista 8 inch ay ku jirto ajandaha shirkado badan oo SiC ah, korodhka la filayo ee wax soo saarka wax ka badan. baaluq 6 inch substrates - iyo kororka xiga ee tartanka qiimaha, kaas oo ka saari kara faa'iidada qiimaha 8 inch - ayaa keentay SiC inay diirada saarto ciyaartoyda labada cabbir ee Tusaale ahaan, shirkadaha sida Infineon Technologies ma qaadayaan tallaabo degdeg ah si ay u kordhiyaan awooddooda 8-inch, taas oo si weyn uga soo horjeedda istiraatiijiyadda Wolfspeed." Dr. Ezgi Dogmus ayaa yiri.
Si kastaba ha ahaatee, Wolfspeed way ka duwan tahay shirkadaha kale ee ku lug leh SiC sababtoo ah waxay diiradda saaraysaa kaliya walxaha. Tusaale ahaan, Infineon Technologies, Anson & Company iyo stmicroelectronics - kuwaas oo ah hoggaamiyeyaasha warshadaha korantada elektiroonigga ah - sidoo kale waxay leeyihiin ganacsiyo guul leh suuqyada silikon iyo gallium nitride.
Qodobkani waxa kale oo uu saameeyaa isbarbardhigga Wolfspeed ee iibiyeyaasha kale ee SiC.
Fur codsiyo badan
Yole Intelligence waxay aaminsan tahay in warshadaha baabuurtu ay ku xisaabtami doonaan 70 ilaa 80 boqolkiiba suuqa qalabka SiC marka la gaaro 2023. Marka la kordhiyo awoodda, qalabka SiC ayaa si fudud loogu isticmaali doonaa codsiyada warshadaha sida xajiyeyaasha gawaarida korontada iyo sahayda korantada, iyo sidoo kale codsiyada tamarta cagaaran sida korontada iyo dabaysha.
Si kastaba ha ahaatee, falanqeeyayaasha Yole Intelligence ayaa saadaaliyay in baabuurtu ay ahaan doonaan darawalka ugu weyn, iyada oo saamigeeda suuqa aan la fileynin in ay isbedesho 10-ka sano ee soo socda. Tani waxay si gaar ah run u tahay marka gobolladu soo bandhigaan bartilmaameedyada gaadiidka korontada si ay u gaadhaan yoolalka cimilada hadda iyo mustaqbalka dhow.
Agabka kale sida silicon IGBT iyo silikoon ku salaysan GaN waxa kale oo laga yaabaa inay u noqdaan ikhtiyaarka Oems ee suuqa baabuurta. Shirkadaha sida Infineon Technologies iyo STMicroelectonics ayaa sahaminaya substrate-kan, gaar ahaan sababtoo ah waa kuwo tartan badan oo aan u baahnayn dhar-gashiyo gaar ah. Sirdoonka Yole waxa ay il gaar ah ku haysay agabkan dhawrkii sano ee la soo dhaafay oo ay u aragta kuwo u tartami kara SiC mustaqbalka.
U guuritaanka Wolfspeed ee Yurub oo leh awood wax soo saar 8-inch ah ayaa shaki la'aan bartilmaameedsan doonta suuqa aaladaha SiC, kaas oo ay hadda maamusho Yurub.
Waqtiga boostada: Mar-30-2023