Ngo-2023, imboni yezimoto izoba ngamaphesenti angama-70 kuye kwangama-80 emakethe yemishini ye-SiC. Njengoba umthamo ukhula, amadivaysi e-SiC azosetshenziswa kalula ezimbonini ezinjengamashaja emoto kagesi nezinto zikagesi, kanye nezicelo zamandla aluhlaza njengamandla e-photovoltaic namandla omoya.
Ngokusho kwe-Yole Intelligence, ebikezela umthamo wedivayisi ye-SiC yomhlaba wonke ukuthi izophindeka kathathu ngo-2027, izinkampani ezinhlanu eziphezulu yilezi: STMicroelectronics(stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), kanye ne-ROHM (ROM).
Bakholelwa ukuthi imakethe yemishini ye-SiC izobiza ama-dollar ayizigidi eziyizinkulungwane ezingu-6 eminyakeni emihlanu ezayo futhi ingafinyelela ku-$ 10 billion ekuqaleni kwawo-2030.
Umthengisi we-SiC ohamba phambili wamadivayisi nama-wafers ngo-2022
8 intshi ukukhiqizwa okuphezulu
Ngendwangu yayo ekhona eNew York, e-USA, iWolfspeed ukuphela kwenkampani emhlabeni engakhiqiza ngobuningi amawafa e-SiC angama-intshi angu-8. Lokhu kubusa kuzoqhubeka eminyakeni emibili kuya kwemithathu ezayo kuze kube yilapho izinkampani eziningi ziqala ukwakha amandla - eyokuqala isitshalo se-SiC esingu-8-intshi esizovulwa yi-stmicroelectronics e-Italy ngo-2024-5.
I-United States ihamba phambili kuma-wafers e-SiC, neWolfspeed ejoyina i-Coherent (II-VI), i-onsemi, ne-SK Siltron css, okumanje inweba indawo yayo yokukhiqiza i-SiC wafer eMichigan. I-Europe, ngakolunye uhlangothi, ihamba phambili kumadivayisi we-SiC.
Usayizi we-wafer omkhulu uyinzuzo ecacile, njengoba indawo enkulu engaphezulu inyusa inani lamadivayisi angakhiqizwa ngewafa eyodwa, ngaleyo ndlela yehlise izindleko kuleveli yedivayisi.
Kusukela ngo-2023, sibone abathengisi be-SiC abaningi bebonisa ama-wafers angu-8-intshi ukuze akhiqize esikhathini esizayo.
Amawafa angama-intshi angu-6 asabalulekile
"Abanye abathengisi abakhulu be-SiC banqume ukuqhela ekugxileni kuphela kuma-wafers angama-intshi angu-8 futhi bagxile kakhulu kuma-wafers angama-intshi angu-6. Nakuba ukuthuthela ku-intshi angu-8 ku-ajenda yezinkampani eziningi ze-SiC device, ukwanda okulindelekile ekukhiqizeni okuningi. ama-substrates avuthiwe angama-intshi angu-6 - kanye nokwenyuka okulandelayo emqhudelwaneni wezindleko, okungase kunciphise inzuzo yezindleko zamasentimitha angu-8 - kuholele ekutheni i-SiC igxile kubadlali babo bobabili osayizi. esikhathini esizayo, isibonelo, izinkampani ezifana ne-Infineon Technologies azithathi izinyathelo ezisheshayo zokwandisa umthamo wazo wamayintshi angu-8, okuphambene kakhulu nesu le-Wolfspeed." UDkt Ezgi Dogmus uthe.
Kodwa-ke, i-Wolfspeed ihlukile kwezinye izinkampani ezihilelekile ku-SiC ngoba igxile kuphela ezintweni ezibonakalayo. Isibonelo, i-Infineon Technologies, Anson & Company kanye ne-stmicroelectronics - okungabaholi embonini ye-power electronics - nabo banamabhizinisi aphumelelayo ezimakethe ze-silicon ne-gallium nitride.
Lesi sici siphinde sithinte isu lokuqhathanisa le-Wolfspeed nabanye abathengisi abakhulu be-SiC.
Vula izinhlelo zokusebenza eziningi
I-Yole Intelligence ikholelwa ukuthi imboni yezimoto izobalelwa ku-70 kuya kumaphesenti angu-80 emakethe yedivayisi ye-SiC ngo-2023. Njengoba umthamo ukhula, amadivaysi e-SiC azosetshenziswa kalula ekusetshenzisweni kwezimboni njengamashaja ezimoto zikagesi kanye nezinto zikagesi, kanye nezicelo zamandla aluhlaza. njengamandla e-photovoltaic namandla omoya.
Kodwa-ke, abahlaziyi be-Yole Intelligence babikezela ukuthi izimoto zizohlala zihamba phambili, kanti isabelo sayo semakethe akulindelekile ukuthi sishintshe eminyakeni engu-10 ezayo. Lokhu kuyiqiniso ikakhulukazi lapho izifunda zethula okuqondiwe kwezimoto zikagesi ukuze kuhlangatshezwane nezinjongo zesimo sezulu zamanje nezesikhathi esizayo.
Ezinye izinto ezifana ne-silicon IGBT kanye ne-silicon based GaN zingase zibe inketho ye-Oems emakethe yezimoto. Izinkampani ezifana ne-Infineon Technologies kanye ne-STMicroelectonics zihlola lawa ma-substrates, ikakhulukazi ngoba ayabiza futhi awadingi izindwangu ezizinikele. I-Yole Intelligence ibilokhu ibhekisisa lezi zinto eminyakeni embalwa edlule futhi izibona njengabangase bangenele i-SiC esikhathini esizayo.
Ukuthuthela kweWolfspeed eYurophu ngomthamo wokukhiqiza ongu-8-intshi ngokungangabazeki kuzoqondisa imakethe yemishini ye-SiC, ephethwe yi-Europe njengamanje.
Isikhathi sokuthumela: Mar-30-2023