Ka 2023, indasteri ea likoloi e tla ikarabella bakeng sa liperesente tse 70 ho isa ho tse 80 tsa 'maraka oa lisebelisoa tsa SiC. Ha bokhoni bo ntse bo eketseha, lisebelisoa tsa SiC li tla sebelisoa habonolo lits'ebetsong tsa indasteri tse kang lisebelisoa tsa likoloi tsa motlakase le lisebelisoa tsa motlakase, hammoho le lisebelisoa tsa matla a tala tse kang photovoltaic le matla a moea.
Ho latela Yole Intelligence, e bolelang esale pele bokhoni ba lisebelisoa tsa SiC lefatšeng ka bophara ho imena hararo ka 2027, lik'hamphani tse hlano tse holimo ke: STMicroelectronics(stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), le ROHM (ROM).
Ba lumela hore 'maraka oa lisebelisoa tsa SiC o tla lekana le liranta tse limilione tse likete tse 6 lilemong tse hlano tse tlang' me o ka fihla ho $ 10 limilione tse likete mathoasong a 2030.
Morekisi ea etelletseng pele oa SiC bakeng sa lisebelisoa le li-wafers ka 2022
Boholo ba tlhahiso ea 8 inch
Ka thepa ea eona e teng New York, USA, Wolfspeed ke eona feela k'hamphani lefatšeng e khonang ho hlahisa liphaephe tsa SiC tsa 8-inch. Taolo ena e tla tsoelapele lilemong tse peli ho isa ho tse tharo tse tlang ho fihlela lik'hamphani tse ling li qala ho aha bokhoni - ea pele e le semela sa 8-inch SiC seo stmicroelectronics e tla bula Italy ka 2024-5.
United States e etelletse pele ho li-wafers tsa SiC, ha Wolfspeed e ikopanya le Coherent (II-VI), onsemi, le SK Siltron css, eo hajoale e ntseng e holisa setsi sa eona sa tlhahiso ea SiC wafer e Michigan. Europe, ka lehlakoreng le leng, e etella pele ka lisebelisoa tsa SiC.
Sekhahla se seholoanyane se na le molemo o hlakileng, kaha sebaka se seholoanyane se eketsa palo ea lisebelisoa tse ka hlahisoang ka sephaphatha se le seng, kahoo se fokotsa litšenyehelo boemong ba lisebelisoa.
Ho tloha ka 2023, re bone barekisi ba bangata ba SiC ba bonts'a li-wafers tse 8-inch bakeng sa tlhahiso ea nako e tlang.
Li-wafers tse 6-inch li ntse li le bohlokoa
"Barekisi ba bang ba ka sehloohong ba SiC ba entse qeto ea ho tloha ho tsepamisa maikutlo ho li-wafers tsa 8-inch feela 'me ba tsepamise maikutlo ka mokhoa o hlophisitsoeng ho li-wafers tse 6-inch. Le hoja ho fallela ho 8 inch ho le lenaneong la lik'hamphani tse ngata tsa lisebelisoa tsa SiC, keketseho e lebelletsoeng ea tlhahiso ea tse ling. li-substrates tse holileng tsa 6 inch - le keketseho e latelang ea tlholisano ea litšenyehelo, e ka fokotsang molemo oa litšenyehelo tsa 8 inch - e entse hore SiC e tsepamise maikutlo ho libapali tsa boholo ka bobeli nakong e tlang, mohlala, lik'hamphani tse kang Infineon Technologies ha li nke khato hanghang ho eketseha matla a bona a 8-inch, e leng se fapaneng haholo le leano la Wolfspeed. " Dr. Ezgi Dogmus o boletse.
Leha ho le joalo, Wolfspeed e fapane le lik'hamphani tse ling tse amehang ho SiC hobane e tsepamisitse maikutlo feela boitsebisong. Mohlala, Infineon Technologies, Anson & Company le stmicroelectronics - bao e leng baetapele ba indasteri ea motlakase oa motlakase - le bona ba na le likhoebo tse atlehileng 'marakeng oa silicon le gallium nitride.
Ntlha ena e boetse e ama leano la papiso la Wolfspeed le barekisi ba bang ba ka sehloohong ba SiC.
Bula lisebelisoa tse ling
Yole Intelligence e lumela hore indasteri ea likoloi e tla ikarabella bakeng sa 70 ho karolo ea 80 lekholong ea 'maraka oa lisebelisoa tsa SiC ka 2023. Ha matla a ntse a eketseha, lisebelisoa tsa SiC li tla sebelisoa habonolo lits'ebetsong tsa indasteri tse kang lisebelisoa tsa likoloi tsa motlakase le lisebelisoa tsa motlakase, hammoho le lisebelisoa tsa matla a tala. joalo ka photovoltaic le matla a moea.
Leha ho le joalo, bahlahlobisisi ba Yole Intelligence ba bolela esale pele hore likoloi li tla lula e le mokhanni ea ka sehloohong, 'me karolo ea eona ea mmaraka e sa lebelloa ho fetoha lilemong tse 10 tse tlang. Sena ke 'nete haholo-holo ha libaka li hlahisa lipehelo tsa likoloi tsa motlakase ho finyella lipakane tsa boemo ba leholimo tsa hona joale le tsa nakong e tlang.
Lisebelisoa tse ling tse kang silicon IGBT le silicon e thehiloeng GaN le tsona e ka ba khetho bakeng sa Oems 'marakeng oa likoloi. Likhamphani tse kang Infineon Technologies le STMicroelectonics li ntse li hlahloba likaroloana tsena, haholo hobane li na le tlholisano ea litšenyehelo ebile ha li hloke masela a inehetseng. Yole Intelligence esale e shebile lisebelisoa tsena ka hloko lilemong tse 'maloa tse fetileng mme e li bona e le bahanyetsi ba ka bang teng bakeng sa SiC nakong e tlang.
Ho fallela ha Wolfspeed ho ea Europe ka matla a tlhahiso ea 8-inch ha ho pelaelo hore ho tla lebisa 'maraka oa lisebelisoa tsa SiC, oo hajoale o busoang ke Europe.
Nako ea poso: Mar-30-2023