Tshuab Tshaj Tawm & Kev Tsim Kho
Ntshai kev sib xyaw ua ke:
Cov tuam txhab zoo li Wolfspeed thiab Stm tau txais yuav"Fab-Lite" qauv, tswj cov substrates, epiousaxy, thiab ntaus ntawv raug.
Module nce qib:
High-power-power Sic Modules (piv txwv li, 1200v + Mosfets) tab tom hloov IGBTS hauv evs thiab kev tsav tsheb.
Them Nyiaj Rau Kev Them Nyiaj:
Txhim kho Crystal Kev Loj Hlob Txuj Ci (piv txwv li PVT PVT) thiab kev lag luam ntawm nplai ua kom txo cov khoom sic los ntawm30-50% los ntawm 2030.
Kev Lag Luam Hauv Kev Lag Luam Hauv Cheeb Tsam Kev Lag Luam
North America & Europe:
Ua rau R & D thiab aws alient (piv txwv li, tesla's sic inverters, EU lub zog loj tshaj tawm).
Asia-Pacific:
Dominates kev tsim khoom, nrog Tuam Tshoj hom phiaj70% tus kheej kom txaus hauv sic substrates los ntawm 2027nyob rau hauv nws "14th tsib-xyoo phiaj xwm".
Tsoomfwv txoj kev txhawb nqa:
Kev them nqi rau SIC ntau lawm (piv txwv li, US CHIPS ACTIONS, Tuam Tshoj Suasiconductor Cov Cai) Roj Muaj Peev Xwm Expansion.
Cov kev sib tw & txaus ntshai
Tus nqi siab pib:
Sic cuab yeej nyob twj ywm2-3 × kim kim duadua li silicon sib npaug, txawm hais tias TCO favors sic nyob rau hauv high-zog apps.
Txwv cov khoom siv:
GaN competes in high-frequency markets, while SiC leads in high-voltage (>900v) Kev thov.
Geopolitical yam:
Cov chaw tswj xa tawm ntawm PRESSE SEMATHNATCHOR Tech (piv txwv li, US-Tuam Tshoj cov kev nro) tuaj yeem cuam tshuam cov hlua khi.
Tom ntej Outlook (2025-2030)
Automotive yuav dominate:
Everor rau tus account rau~ 60% ntawm cov nyiaj tau los ntawm siclos ntawm 2030 (YOTE).
Nqe Lus Cim nrog silicon:
Cov mos txwv niam mos uas yuav ncav cuag tus nqi-kev sib tw hauv 650V-1200V sib tw los ntawm 2027-2030.
Cov Ntawv Thov Tawm Tshiab:
Nuclear Fusion, Ultra-ceev them (350kW +), thiab Chaw Tech tuaj yeem tsim cov neeg thov tshiab vectors
Cim npe nrov: Kev zwm cia ntawm silicon carbide, Tuam Tshoj perpicon carbide cov chaw tsim khoom, cov chaw muag khoom, Hoobkas