Izimpawu Zokubhubha Kwe-Wolfspeed Ziyiphuzu Elibalulekile Lokuguqula Imboni Ye-SiC Semiconductor

UWolfspeed, umholi osenesikhathi eside kwezobuchwepheshe be-silicon carbide (SiC), ufake isicelo sokuqothuka kuleli sonto, okubonisa ushintsho olukhulu esimweni se-semiconductor se-SiC emhlabeni jikelele.

Ukuwa kwenkampani kugqamisa izinselele ezijulile embonini yonke—ukunciphisa isidingo sezimoto zikagesi (i-EV), ukuncintisana okukhulu kwamanani okuvela kubahlinzeki baseShayina, kanye nezingozi ezihlobene nokwanda okunamandla.

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Ukuwa Nokuhlela Kabusha

Njengephayona kwezobuchwepheshe be-SiC, i-Wolfspeed iqalise isivumelwano sokusekela kabusha esihlose ukunciphisa cishe u-70% wezikweletu zayo ezisele kanye nokunciphisa izinkokhelo zenzalo yemali yonyaka cishe ngo-60%.

Ngaphambilini, inkampani yayibhekene nengcindezi enkulu ngenxa yezindleko ezinkulu zemali ezakhiweni ezintsha kanye nokuncintisana okwandayo okuvela kubahlinzeki be-SiC baseShayina. UWolfspeed uthe lesi sinyathelo sokuqapha sizobeka inkampani endaweni engcono yempumelelo yesikhathi eside futhi sisize ukugcina ubuholi bayo emkhakheni we-SiC.

“Ekuhloleni izinketho zokuqinisa ibhalansi yethu nokulungisa kabusha isakhiwo sethu sezimali, sikhethe lesi sinyathelo esibalulekile ngoba sikholelwa ukuthi sibeka iWolfspeed endaweni engcono kakhulu yesikhathi esizayo,” kusho i-CEO uRobert Feurle esitatimendeni.

UWolfspeed ugcizelele ukuthi uzoqhubeka nokusebenza okuvamile ngesikhathi senqubo yokuqothuka, alondoloze ukulethwa kwamakhasimende, futhi akhokhele abahlinzeki bezimpahla nezinsizakalo njengengxenye yezinqubo zebhizinisi ezijwayelekile.

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Ukutshalwa Kwezimali Okudlulele kanye Nezinkinga Zemakethe

Ngaphezu kokukhula komncintiswano waseShayina, iWolfspeed kungenzeka ukuthi itshale imali eningi kakhulu kumandla e-SiC, ithembele kakhulu ekukhuleni kwemakethe ye-EV okuqhubekayo.

Nakuba ukwamukelwa kwe-EV kuqhubeka emhlabeni jikelele, ijubane liye lehla ezifundeni eziningana ezinkulu. Lokhu kwehla kungenzeka ukuthi kube nomthelela ekungakwazini kukaWolfspeed ukukhiqiza imali engenayo eyanele ukuhlangabezana nezikweletu kanye nezibopho zenzalo.

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

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Ukunyuka KweShayina Nempi Yentengo

Ngokuvumelana neI-Nikkei Asia, izinkampani zaseShayina zande kakhulu emkhakheni we-SiC, zicindezela amanani afike ezingeni eliphansi kakhulu emlandweni. Ama-wafer e-SiC angu-6-intshi kaWolfspeed ake athengiswa ngo-$1,500; izimbangi zaseShayina manje zinikeza imikhiqizo efanayo ngemali encane njenge-$500—noma ngaphansi kwalokho.

Inkampani yocwaningo lwemakethe iTrendForce ibika ukuthi iWolfspeed yayinesabelo semakethe esikhulu kunazo zonke ngo-2024 ku-33.7%. Kodwa-ke, iTanKeBlue kanye ne-SICC yaseShayina ziyashesha ukuhlangana, ngamasheya emakethe angu-17.3% kanye no-17.1%, ngokulandelana.

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U-Renesas Uphuma Emakethe Ye-SiC EV

Ukuqothuka kweWolfspeed nakho kuthinte abalingani bayo. Umkhiqizi wama-chip waseJapan iRenesas Electronics usayine isivumelwano sokuhlinzeka nge-wafer esingu-$2.1 billion neWolfspeed ukuze kwandiswe ukukhiqizwa kwayo kwe-SiC power semiconductor.

Kodwa-ke, ngenxa yokuncipha kwesidingo se-EV kanye nokukhula komkhiqizo waseShayina, iRenesas imemezele izinhlelo zokuphuma emakethe yamadivayisi kagesi e-SiC EV. Le nkampani ilindele ukulahlekelwa cishe yi-$1.7 billion engxenyeni yokuqala ka-2025 futhi ihlele kabusha isivumelwano ngokuguqula idiphozithi yayo ibe amanothi aguquguqukayo akhishwe yiWolfspeed, isitoko esivamile, kanye namawaranti.

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Izinkinga Zomthetho we-Infineon, CHIPS

I-Infineon, elinye ikhasimende elikhulu le-Wolfspeed, nayo ibhekene nokungaqiniseki. Yayisayine isivumelwano sokubhukha amandla seminyaka eminingi ne-Wolfspeed ukuze ithole ukunikezwa kwe-SiC. Akucaci ukuthi lesi sivumelwano sisasebenza yini phakathi kwezinqubo zokuqothuka, yize i-Wolfspeed ithembise ukuqhubeka nokugcwalisa ama-oda amakhasimende.

Ngaphezu kwalokho, iWolfspeed yehlulekile ukuthola uxhaso ngaphansi koMthetho we-US CHIPS and Science ngoMashi. Kubikwa ukuthi lokhu kwaba ukwenqatshwa okukhulu kakhulu koxhaso kuze kube manje. Akukacaci ukuthi isicelo sesibonelelo sisabuyekezwa yini.

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Ubani Ongase Azuze?

Ngokusho kwe-TrendForce, abathuthukisi baseShayina kungenzeka baqhubeke nokukhula—ikakhulukazi uma ubheka ukuthi iShayina ibusa kangakanani emakethe ye-EV yomhlaba wonke. Kodwa-ke, abahlinzeki abangebona abase-US njenge-STMicroelectronics, i-Infineon, i-ROHM, ne-Bosch nabo bangase bathole ithuba ngokunikeza ezinye izindlela zokuhlinzeka kanye nokusebenzisana nabakhiqizi bezimoto ukuze baphonsele inselelo amasu okwakha iShayina.