IiMpawu zokuBhankisha zeWolfspeed Undoqo woTshintsho kuShishino lwe-SiC Semiconductor
UWolfspeed, inkokeli ekudala ikho kwitekhnoloji ye-silicon carbide (SiC), efakwe kwi-bankruptcy kule veki, iphawula utshintsho olubalulekileyo kumhlaba we-SiC semiconductor wehlabathi.
Ukuwa kwenkampani kubonisa imiceli mngeni enzulu kwishishini-imfuno yemoto yombane ecothayo (EV), ukhuphiswano olukhulu lwamaxabiso oluvela kubaboneleli baseTshayina, kunye nemingcipheko ehambelana nokwandiswa okunamandla.
Ukungabinamali kunye nohlengahlengiso
Njengovulindlela kwitekhnoloji ye-SiC, iWolfspeed iqalise isivumelwano senkxaso sohlengahlengiso esijolise ekunciphiseni malunga ne-70% yetyala layo eliseleyo kunye nokucutha iintlawulo zenzala yemali yonyaka malunga ne-60%.
Ngaphambili, inkampani ibijongene noxinzelelo olukhulayo ngenxa yenkcitho enkulu yemali kumaziko amatsha kunye nokwanda kokhuphiswano oluvela kubanikezeli beSiC baseTshayina. UWolfspeed uthe eli nyathelo lisebenzayo liya kubeka inkampani ngcono kwimpumelelo yexesha elide kwaye incede ukugcina ubunkokeli bayo kwicandelo le-SiC.
"Ekuphononongeni iinketho zokuqinisa ibhalansi yethu kunye nokulungelelanisa ubume bethu benkunzi, sikhethe eli nyathelo lobuchule kuba sikholelwa ukuba lelona nqanaba lihle kakhulu iWolfspeed kwixesha elizayo," utshilo umphathiswa uRobert Feurle kwingxelo.
UWolfspeed ugxininise ukuba iya kuqhubeka nemisebenzi eqhelekileyo ngexesha lenkqubo yokubhanga, ukugcina ukuhanjiswa kwabathengi, kunye nokuhlawula ababoneleli ngempahla kunye neenkonzo njengenxalenye yeenkqubo zoshishino eziqhelekileyo.
Utyalo-mali olugqithisileyo kunye neentloko zeMarike
Ukongeza ekukhuleni kokhuphiswano lwaseTshayina, iWolfspeed inokuba ityale imali eninzi kumthamo we-SiC, ibhanki inzima kakhulu ekukhuleni kweemarike ze-EV.
Ngelixa ukwamkelwa kwe-EV kusaqhubeka kwihlabathi jikelele, isantya siye sacotha kwimimandla emininzi emikhulu. Oku kucotha kunokuba negalelo ekungakwazini kweWolfspeed ukuvelisa ingeniso eyaneleyo yokuhlangabezana namatyala kunye nezibophelelo zenzala.
Naphezu kokuphazamiseka kwangoku, ukujonga kwexesha elide leteknoloji ye-SiC ihlala ilungile, iqhutywe kukunyuka kweemfuno kwii-EVs, iziseko zombane ezivuselelekayo, kunye namaziko edatha ye-AI.
Ukunyuka kweTshayina kunye neMfazwe yeXabiso
Ngoku kaNikkei Asia, Iinkampani zaseTshayina ziye zanda ngokukrakra kwicandelo le-SiC, zityhalela amaxabiso ezantsi embali. Ii-wafers ze-SiC ze-Wolfspeed ze-6-intshi ezithengiswa nge-1,500 yeedola; Iintshatsheli zaseTshayina ngoku zibonelela ngeemveliso ezifanayo ngeedola ezingama-500 okanye nangaphantsi.
Inkampani yophando lwemarike iTrendForce inika ingxelo yokuba iWolfspeed ibambe esona sabelo sikhulu semarike ngo-2024 kwi-33.7%. Nangona kunjalo, i-China ye-TanKeBlue kunye ne-SICC zibamba ngokukhawuleza, kunye nezabelo zemarike ze-17.3% kunye ne-17.1%, ngokulandelanayo.
URenesas Uyaphuma kwiMarike ye-SiC EV
Ukutshona kweWolfspeed kuye kwachaphazela amaqabane ayo. Umenzi wetshiphu waseJapan uRenesas Electronics usayine isivumelwano sobonelelo ngebhiliyoni e-2.1 yeebhiliyoni zeerandi kunye neWolfspeed ukunyusa imveliso yayo ye-SiC ye-semiconductor yamandla.
Nangona kunjalo, ngenxa yokuncipha kwemfuno ye-EV kunye nokukhula kwemveliso yaseTshayina, uRenesas ubhengeze izicwangciso zokuphuma kwimakethi yesixhobo samandla se-SiC EV. Inkampani ilindele ukuthatha ilahleko malunga ne-1.7 yeebhiliyoni zeedola kwisiqingatha sokuqala se-2025 kwaye iye yahlengahlengisa isivumelwano ngokuguqula idiphozithi yayo ibe ngamanqaku aguqulwayo akhutshwe yiWolfspeed, isitokhwe esiqhelekileyo, kunye neziqinisekiso.
Infineon, CHIPS Act Complications
U-Infineon, omnye umthengi omkhulu weWolfspeed, naye ujongene nokungaqiniseki. Yayisayine isivumelwano seminyaka emininzi sogcino lwamandla kunye neWolfspeed ukukhusela unikezelo lweSiC. Nokuba esi sivumelwano sihlala sisebenza na phakathi kweenkqubo zokubhanga akukacaci, nangona uWolfspeed ethembise ngokuqhubeka nokufezekisa iiodolo zabathengi.
Ukongeza, iWolfspeed ayiphumelelanga ukufumana inkxaso-mali phantsi kwe-US CHIPS kunye noMthetho weSayensi ngoMatshi. Oku kuxelwe ukuba lolona ncedo lukhatywayo lukhulu ukuza kuthi ga ngoku. Kuhlala kungaqiniseki ukuba isicelo sesibonelelo siphantsi kovavanyo.
Ngubani omele ukuNgenelwa?
Ngokutsho kweTrendForce, abaphuhlisi baseTshayina banokuqhubeka nokukhula-ingakumbi xa benikwa igunya laseTshayina kwimakethi ye-EV yehlabathi. Nangona kunjalo, ababoneleli abangengabo abase-US abanje nge-STMicroelectronics, i-Infineon, i-ROHM, kunye ne-Bosch nabo banokufumana umhlaba ngokunikezela ngetyathanga lobonelelo ngolunye kunye nokusebenzisana nabenzi beemoto ukucela umngeni kwizicwangciso zase-China zokwenziwa kwasekhaya.
Ixesha lokuposa: Jul-03-2025