Ukuphela Kwenkathi? I-Wolfspeed Bankruptcy ilungisa kabusha i-SiC Landscape

I-Wolfspeed Bankruptcy Signals Iphuzu Lokushintsha Okukhulu Lomkhakha We-SiC Semiconductor

UWolfspeed, umholi osenesikhathi eside esebenza kubuchwepheshe be-silicon carbide (SiC), ufake isicelo sokuqothuka kuleli sonto, okuphawula ushintsho olukhulu esimweni somhlaba se-SiC semiconductor.

Ukwehla kwale nkampani kugqamisa izinselelo ezijulile embonini yonke—ukwehla kwesidingo semoto kagesi (i-EV), ukuncintisana kwamanani amakhulu kubahlinzeki baseShayina, kanye nezingozi ezihlobene nokwanda okunonya.

Ukuqothuka kanye Nokuhlelwa Kabusha

Njengengqalabutho kubuchwepheshe be-SiC, iWolfspeed iqale isivumelwano sokusekela sokuhlela kabusha okuhloswe ngaso ukunciphisa cishe u-70% wesikweletu sayo esisele kanye nokunciphisa izinkokhelo zenzuzo yemali yonyaka cishe ngama-60%.

Ngaphambilini, le nkampani ibibhekene nengcindezi ekhulayo ngenxa yezindleko ezinkulu zemali ezikhungweni ezintsha kanye nokuncintisana okwandayo kubahlinzeki beSiC baseShayina. UWolfspeed uthe lesi sinyathelo esisebenzayo sizobeka inkampani kangcono impumelelo yesikhathi eside futhi sisize ukugcina ubuholi bayo emkhakheni we-SiC.

"Ekuhloleni izinketho zokuqinisa ibhalansi yethu kanye nokuhlelwa kabusha kwesakhiwo sethu semali, sikhethe lesi sinyathelo samasu ngoba sikholelwa ukuthi sibeka iWolfspeed engcono kakhulu yekusasa," kusho i-CEO uRobert Feurle esitatimendeni.

UWolfspeed ugcizelele ukuthi izoqhubeka nokusebenza okujwayelekile ngesikhathi senqubo yokuqothuka, igcine ukulethwa kwamakhasimende, futhi ikhokhele abahlinzeki bezimpahla nezinsizakalo njengengxenye yezinqubo zebhizinisi ezijwayelekile.

Ukutshalwa kwezimali ngokweqile kanye nezinhloko zemakethe

Ngokungeziwe ekukhuleni kokuncintisana kwamaShayina, iWolfspeed kungenzeka ukuthi itshale ngokweqile kumthamo we-SiC, yasebhange kakhulu ekukhuleni kwemakethe ye-EV eqhubekayo.

Ngenkathi ukwamukelwa kwe-EV kuqhubeka emhlabeni jikelele, ijubane lehlile ezifundeni ezimbalwa ezinkulu. Lokhu kuncipha kungenzeka kube nomthelela ekutheni iWolfspeed ingakwazi ukukhiqiza imali eyanele ukuze ihlangabezane nezikweletu nezibopho zenzalo.

Naphezu kwezithiyo zamanje, umbono wesikhathi eside wobuchwepheshe be-SiC usalokhu umuhle, ugqugquzelwa ukwanda kwesidingo sama-EV, ingqalasizinda yamandla avuselelekayo, kanye nezikhungo zedatha ezine-AI.

Ukunyuka kweChina kanye neMpi Yamanani

Ngokuvumelana neNikkei Asia, izinkampani zaseShayina ziye zanda kakhulu emkhakheni we-SiC, zenza amanani entengo abe phansi okungokomlando. Ama-wafers we-SiC we-Wolfspeed angu-6-intshi ake athengiswa ngo-$1,500; Izimbangi zaseShayina manje zinikeza imikhiqizo efanayo ngenani eliphansi lama-$500—noma ngaphansi.

Inkampani yocwaningo lwemakethe iTrendForce ibika ukuthi iWolfspeed ibambe isabelo semakethe esikhulu kunazo zonke ngo-2024 kuma-33.7%. Kodwa-ke, i-TanKeBlue yaseChina kanye ne-SICC ziyakhula ngokushesha, ngamasheya emakethe angu-17.3% no-17.1% ngokulandelana.

U-Renesas Uphuma Emakethe Ye-SiC EV

Ukuqothuka kweWolfspeed nakho kube nomthelela kubalingani bayo. Umkhiqizi wama-chip waseJapan u-Renesas Electronics usayine isivumelwano sokuhlinzekwa kwe-wafer esiwu- $2.1 billion neWolfspeed ukuze kukhuliswe ukukhiqizwa kwayo kwe-SiC power semiconductor.

Kodwa-ke, ngenxa yokuncipha kwesidingo se-EV kanye nokukhula kokuphuma kwamaShayina, uRenesas umemezele izinhlelo zokuphuma emakethe yedivayisi yamandla ka-SiC EV. Le nkampani ilindele ukulahlekelwa cishe ngamaRandi ayizigidi eziyizinkulungwane ezingu-1.7 engxenyeni yokuqala ka-2025 futhi isihlele kabusha isivumelwano ngokuguqula idiphozithi yayo ibe amanothi aguqulwayo akhishwe yiWolfspeed, isitoko esivamile, namawaranti.

I-Infineon, I-CHIPS Act Izinkinga

U-Infineon, elinye ikhasimende elikhulu le-Wolfspeed, naye ubhekene nokungaqiniseki. Yayisayine isivumelwano sokugcina umthamo seminyaka eminingi neWolfspeed ukuze kuvikeleke ukuhlinzekwa kwe-SiC. Ukuthi lesi sivumelwano sihlala sisebenza yini phakathi nenqubo yokuqothuka akucaci, nakuba iWolfspeed ithembise ukuqhubeka nokugcwalisa imiyalo yamakhasimende.

Ukwengeza, iWolfspeed yehlulekile ukuthola uxhaso ngaphansi kwe-US CHIPS and Science Act ngoMashi. Lokhu kubikwa ukuthi kube ukwenqatshwa okukhulu kwezimali okukodwa kuze kube manje. Kuhlala kungaqiniseki ukuthi isicelo sesibonelelo sikahulumeni sisabuyekezwa yini.

Ubani Omele Ahlomule?

Ngokusho kwe-TrendForce, onjiniyela baseShayina kungenzeka baqhubeke nokukhula—ikakhulukazi uma kubhekwa ukubusa kweChina emakethe ye-EV yomhlaba. Kodwa-ke, abahlinzeki okungebona abase-US njenge-STMicroelectronics, i-Infineon, i-ROHM, ne-Bosch nabo bangase bathole isisekelo ngokunikeza amanye amaketanga okunikezela kanye nokusebenzisana nabakhiqizi bezimoto ukuze baphonsele inselelo amasu okwenziwa kwasendaweni e-China.