Ngo-2023, ishishini leemoto liza kubalelwa kwi-70 ukuya kwi-80 yeepesenti ye-SiC device market. Njengoko umthamo unyuka, izixhobo ze-SiC ziya kusetyenziswa ngokulula ngakumbi kwizicelo zemizi-mveliso ezifana neeshaja zezithuthi zombane kunye nezixhobo zombane, kunye nezicelo zamandla aluhlaza ezifana ne-photovoltaic kunye namandla omoya.
Ngokutsho kweYole Intelligence, eqikelela amandla esixhobo se-SiC kwihlabathi ukuba aphindwe kathathu ngo-2027, iinkampani ezintlanu eziphezulu zezi: STMicroelectronics(stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), kunye neROHM (ROM).
Bakholelwa ukuba imakethi yesixhobo se-SiC iya kuba nexabiso le-6 yeebhiliyoni zeedola kwiminyaka emihlanu ezayo kwaye inokufikelela kwi-10 yeebhiliyoni zeedola ekuqaleni koo-2030.
Umthengisi okhokelayo we-SiC wezixhobo kunye neewafers ngo-2022
8 intshi imveliso ukongama
Ngempahla yayo ekhoyo eNew York, e-USA, iWolfspeed kuphela kwenkampani ehlabathini enokuvelisa ngobuninzi ii-intshi ezisi-8 zeentshi zeSiC. Olu lawulo luza kuqhubeka kule minyaka mibini ukuya kwemithathu izayo de ezinye iinkampani ziqale ukwakha amandla - eyona nto iphambili yayiyi-8-intshi yeplanti ye-SiC eya kuvulwa yi-stmicroelectronics e-Itali ngo-2024-5.
I-United States inkqenkqeza phambili kwii-wafers ze-SiC, kunye ne-Wolfspeed ejoyina i-Coherent (II-VI), i-onsemi, kunye ne-SK Siltron css, ngoku eyandisa indawo yayo yokuvelisa i-SiC wafer eMichigan. IYurophu, kwelinye icala, ihamba phambili kwizixhobo zeSiC.
Ubungakanani obukhulu be-wafer buluncedo olucacileyo, njengoko indawo enkulu yomhlaba inyusa inani lezixhobo ezinokuveliswa kwi-wafer enye, ngaloo ndlela inciphisa iindleko kwinqanaba lesixhobo.
Ukusukela ngo-2023, sibone abathengisi be-SiC abaninzi bebonisa ii-wafers ezi-8-intshi zemveliso yexesha elizayo.
Ii-intshi ezi-6 zeewafer zisabalulekile
"Abanye abathengisi abakhulu be-SiC baye bagqiba ekubeni bahambe ekugxininiseni kuphela kwii-wafers ezi-8-intshi kwaye bagxininise ngokucwangcisekileyo kwii-wafers ze-intshi ezi-6. Ngelixa ukuya kwi-intshi ye-8 kwi-ajenda yeenkampani ezininzi ze-SiC device, ukunyuka okulindelekileyo kwimveliso engaphezulu. ezivuthiweyo 6 intshi substrates - kunye nokunyuka okulandelayo kukhuphiswano iindleko, nto leyo enokuphelisa 8 intshi iindleko inzuzo - kukhokelele SiC ukugxila abadlali zombini ubukhulu. Ngokomzekelo, iinkampani ezifana ne-Infineon Technologies azithathi nyathelo ngokukhawuleza ukunyusa umthamo wazo we-intshi ezi-8, ezihluke kakhulu kwisicwangciso seWolfspeed. UGqr Ezgi Dogmus uthe.
Nangona kunjalo, iWolfspeed ihluke kwezinye iinkampani ezibandakanyekayo kwi-SiC kuba igxile kuphela kwizinto eziphathekayo. Ngokomzekelo, i-Infineon Technologies, i-Anson & Inkampani kunye ne-stmicroelectronics - eziziinkokeli kumashishini ombane we-electronics - nazo zinamashishini aphumeleleyo kwiimarike ze-silicon kunye ne-gallium nitride.
Le nto ichaphazela isicwangciso sokuthelekisa iWolfspeed kunye nabanye abathengisi abakhulu beSiC.
Vula ezinye izicelo
I-Yole Intelligence ikholelwa ukuba i-automotive industry iya kuba ne-70 ukuya kwi-80 yeepesenti zemakethe yesixhobo se-SiC ngo-2023. Njengoko umthamo unyuka, izixhobo ze-SiC ziya kusetyenziswa ngokulula kwizicelo zoshishino ezifana neeshaja zezithuthi zombane kunye nombane, kunye nezicelo zamandla aluhlaza. njenge-photovoltaic kunye namandla omoya.
Nangona kunjalo, abahlalutyi beYole Intelligence baqikelela ukuba iimoto ziya kuhlala zingoyena mqhubi uphambili, kwaye isabelo sayo semarike akulindelekanga ukuba sitshintshe kule minyaka ili-10 izayo. Oku kuyinyani ngakumbi xa imimandla izisa iithagethi zemoto yombane ukuhlangabezana neenjongo zemozulu zangoku kunye neza kufutshane kwixesha elizayo.
Ezinye izinto ezinje ngesilicon IGBT kunye nesilicon esekwe kwiGaN inokuba lukhetho lwe-Oems kwimarike yeemoto. Iinkampani ezifana ne-Infineon Technologies kunye ne-STMicroelectonics zihlola ezi substrates, ngakumbi ngenxa yokuba zikhuphisana ngeendleko kwaye azifuni iifabs ezizinikeleyo. I-Yole Intelligence ibeke iliso elibukhali kwezi zixhobo kule minyaka imbalwa idlulileyo kwaye izibona njengabantu abanokuthi bakhuphisane ne-SiC kwixesha elizayo.
Ukufudukela kweWolfspeed eYurophu kunye nomthamo we-8-intshi wokuvelisa ngokuqinisekileyo kuya kujolisa kwimarike yesixhobo se-SiC, elawulwa yiYurophu ngoku.
Ixesha lokuposa: Mar-30-2023