I nā makahiki i hala iho nei, me ka hoʻomau mau ʻana o nā noi i lalo e like me nā kaʻa ikehu hou, ka hana mana photovoltaic, a me ka mālama ʻana i ka ikehu, ʻo SiC, ma ke ʻano he mea semiconductor hou, he hana koʻikoʻi i kēia mau kahua. Wahi a Yole Intelligence's Power SiC Market Report i hoʻokuʻu ʻia ma 2023, ua wānana ʻia e 2028, ka nui o ka mākeke honua o nā mana SiC e hōʻea i kahi kokoke i $ 9 biliona, e hōʻike ana i ka ulu ʻana ma kahi o 31% i hoʻohālikelike ʻia me 2022. ʻO ka nui o ka mākeke holoʻokoʻa o SiC Ke hōʻike nei nā semiconductor i kahi ʻano hoʻonui paʻa.
Ma waena o nā noi mākeke, ʻoi aku ka nui o nā kaʻa ikehu hou me ka māhele mākeke 70%. I kēia manawa, ua lilo ʻo Kina i mea hana nui loa o ka honua, mea kūʻai, a me ka mea hoʻopuka i nā kaʻa ikehu hou. Wahi a ka "Nikkei Asian Review," i ka makahiki 2023, i alakaʻi ʻia e nā kaʻa ikehu hou, ua ʻoi aku ka nui o nā kaʻa kaʻa o Kina ma mua o Iapana no ka manawa mua, e lilo ana ʻo Kina i mea kūʻai kaʻa nui loa ma ka honua.
Ke alo nei me ka ulu nui o ka mākeke, ke hoʻomaka nei ka ʻoihana SiC o Kina i kahi manawa hoʻomohala koʻikoʻi.
Mai ka hoʻokuʻu ʻia ʻana o ka "Hoʻolālā ʻumikūmākolu makahiki ʻelima" no ka National Science and Technology Innovation e ka ʻAha Mokuʻāina i Iulai 2016, ua loaʻa i ka hoʻomohala ʻana i nā ʻāpana semiconductor ʻekolu o ka hanauna i ka manaʻo nui mai ke aupuni a ua loaʻa i nā pane maikaʻi a me ke kākoʻo nui i loko. nā ʻāpana like ʻole. Ma ʻAukake 2021, ua hoʻokomo hou ka Ministry of Industry and Information Technology (MIIT) i ke kolu o ka hanauna semiconductors i ka "Fourteenth Five-Year Plan" no ka ʻepekema ʻenehana a me ka hoʻomohala ʻana i ka ʻenehana, e hoʻokomo hou i ka manawa i ka ulu ʻana o ka mākeke SiC home.
Ke alakaʻi ʻia nei e ka noi mākeke a me nā kulekele, ʻo nā papahana ʻoihana SiC kūloko e puka wikiwiki nei e like me nā halo ma hope o ka ua, e hōʻike ana i kahi kūlana o ka hoʻomohala ākea. Wahi a kā mākou helu helu piha ʻole, i kēia manawa, ua hoʻonohonoho ʻia nā papahana kūkulu e pili ana iā SiC ma nā kūlanakauhale he 17 aʻe. Ma waena o lākou, ua lilo ʻo Jiangsu, Shanghai, Shandong, Zhejiang, Guangdong, Hunan, Fujian, a me nā wahi ʻē aʻe i mau hub koʻikoʻi no ka hoʻomohala ʻana i ka ʻoihana SiC. ʻO ka mea nui, me ka papahana hou o ReTopTech i hoʻokomo ʻia i ka hana, e hoʻoikaika hou ia i ka pae holoʻokoʻa holoʻokoʻa ʻekolu o nā hanauna semiconductor ʻoihana, ʻoi aku ma Guangdong.
ʻO ka hoʻolālā aʻe no ReTopTech ʻo ia ka 8-inch SiC substrate. ʻOiai ʻo 6-inch SiC substrates i kēia manawa i ka mākeke, ke neʻe mālie nei ke ʻano o ka ulu ʻana o ka ʻoihana i nā substrates 8-inihi ma muli o ka noʻonoʻo ʻana i nā kumu kūʻai. Wahi a nā wānana a GTAT, manaʻo ʻia e hoʻemi ʻia ke kumukūʻai o nā substrates 8-inch e 20% a 35% i hoʻohālikelike ʻia me nā substrates 6-inch. I kēia manawa, ua hoʻomaka nā mea hana SiC kaulana e like me Wolfspeed, ST, Coherent, Soitec, Sanan, Taike Tianrun, a me Xilinx Integration, ka home a me ka honua, e hoʻololi mālie i nā substrates 8-inch.
Ma kēia pōʻaiapili, hoʻolālā ʻo ReTopTech e hoʻokumu i kahi Nui Crystal Growth a me Epitaxy Technology Research and Development Center i ka wā e hiki mai ana. E hui pū ka hui me nā keʻena hana koʻikoʻi kūloko e komo i ka launa pū ʻana i ka kaʻana like ʻana i nā mea kani a me nā lako a me ka noiʻi waiwai. Hoʻohui hou, hoʻolālā ʻo ReTopTech e hoʻoikaika i ka hana hou ʻana i ka ʻenehana hoʻoheheʻe kristal me nā mea hana mea hana nui a komo i ka hana hou ʻana me ke alakaʻi ʻana i nā ʻoihana i lalo i ka noiʻi a me ka hoʻomohala ʻana i nā ʻenehana automotive a me nā modules. Ke manaʻo nei kēia mau hana e hoʻonui i ka noiʻi a me ka hoʻomohala ʻana o Kina a me ka pae ʻenehana hana ʻenehana ma ke kahua o nā paepae substrate 8-inch.
ʻO ke kolu o nā hanauna semiconductor, me SiC kona ʻelele mua, ua ʻike ʻia ma ke ao holoʻokoʻa ʻo ia kekahi o nā subfields maikaʻi loa i loko o ka ʻoihana semiconductor holoʻokoʻa. Loaʻa iā Kina ka pono kaulahao ʻoihana piha i nā semiconductors ʻekolu o nā hanauna, e uhi ana i nā lako, nā lako, nā hana, a me nā noi, me ka hiki ke hoʻokumu i ka hoʻokūkū honua.
Ka manawa kau: Apr-08-2024