Izimpawu zeWolfspeed Bankruptcy Inguqu Ephambili kwiShishini leSiC Semiconductor

UWolfspeed, inkokheli ekudala ikho kwitekhnoloji ye-silicon carbide (SiC), ufake isicelo sokungabhatalwa kule veki, nto leyo ephawula utshintsho olukhulu kwi-semiconductor ye-SiC yehlabathi.

Ukuwa kwenkampani kubonisa imingeni enzulu kushishino lonke—ukucotha kwemfuno yezithuthi zombane (ii-EV), ukhuphiswano olukhulu lwamaxabiso oluvela kubaboneleli baseTshayina, kunye neengozi ezinxulumene nokwanda ngamandla.

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Ukubhanga kunye noHlaziyo

Njengovulindlela kwitekhnoloji yeSiC, iWolfspeed iqalise isivumelwano sokuxhasa uhlengahlengiso olujolise ekunciphiseni malunga nama-70% etyala layo elingekahlawulwa kunye nokunciphisa iintlawulo zemali zonyaka malunga nama-60%.

Ngaphambili, inkampani yayijongene noxinzelelo olukhulu ngenxa yeendleko ezinkulu zemali kwizakhiwo ezintsha kunye nokhuphiswano olukhulayo oluvela kubaboneleli beSiC baseTshayina. UWolfspeed uthe eli nyathelo lokuthatha amanyathelo liza kuyibeka ngcono inkampani kwimpumelelo yexesha elide kwaye lincede ekugcineni ubunkokeli bayo kwicandelo leSiC.

“Ekuphononongeni iindlela zokuqinisa ibhalansi yethu kunye nokulungisa ulwakhiwo lwemali yethu, sikhethe eli nyathelo libalulekileyo kuba sikholelwa ukuba libeka iWolfspeed kwindawo engcono kwixesha elizayo,” utshilo umphathi wenkampani uRobert Feurle kwingxelo.

UWolfspeed ugxininise ukuba uza kuqhubeka nemisebenzi eqhelekileyo ngexesha lenkqubo yokubhanga, agcine ukuhanjiswa kwabathengi, aze ahlawule ababoneleli ngeempahla kunye neenkonzo njengenxalenye yeenkqubo zoshishino eziqhelekileyo.

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Utyalo-mali olugqithisileyo kunye neengxaki zeMarike

Ukongeza ekukhuleni kokhuphiswano lwaseTshayina, iWolfspeed isenokuba ityale imali eninzi kumandla eSiC, ixhomekeke kakhulu ekukhuleni kwemarike ye-EV okuqhubekayo.

Nangona ukwamkelwa kwe-EV kuqhubeka kwihlabathi liphela, isantya siye sehla kwiindawo ezininzi eziphambili. Oku kuhla kusenokwenzeka ukuba kube negalelo ekubeni uWolfspeed angakwazi ukuvelisa ingeniso eyaneleyo ukuhlangabezana namatyala kunye neembopheleleko zenzala.

Nangona kukho iingxaki ezikhoyo ngoku, ikamva letekhnoloji yeSiC lihlala lihle, likhuthazwa kukwanda kwemfuno kwii-EV, iziseko zamandla avuselelekayo, kunye namaziko edatha asebenzisa i-AI.

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Ukunyuka kweTshayina kunye neMfazwe yamaxabiso

Ngoku kaI-Nikkei Asia, iinkampani zaseTshayina ziye zanda ngamandla kwicandelo leSiC, zinyusa amaxabiso ziye kwinqanaba eliphantsi kwimbali. Iiwafer zeSiC zeWolfspeed eziyi-6-intshi zazikhe zathengiswa nge-$1,500; abakhuphisana nabo baseTshayina ngoku banikezela ngeemveliso ezifanayo ngexabiso eliphantsi njenge-$500—okanye ngaphantsi.

Inkampani yophando lwemarike iTrendForce ibika ukuba iWolfspeed yayinesabelo esikhulu semarike ngo-2024 kwi-33.7%. Nangona kunjalo, iTanKeBlue yaseTshayina kunye neSICC ziyafikelela ngokukhawuleza, ngezabelo zemarike ze-17.3% kunye ne-17.1%, ngokwahlukeneyo.

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URenesas Uyaphuma kwiMarike ye-SiC EV

Ukubhanga kweWolfspeed kukwachaphazele namaqabane ayo. Umenzi weetshiphusi waseJapan iRenesas Electronics utyikitye isivumelwano sokubonelela nge-wafer se-$2.1 yeebhiliyoni neWolfspeed ukuze kwandiswe imveliso yayo ye-SiC power semiconductor.

Nangona kunjalo, ngenxa yokudodobala kwemfuno ye-EV kunye nokukhula kwemveliso yaseTshayina, iRenesas ibhengeze izicwangciso zokuphuma kwimarike yezixhobo zamandla ze-SiC EV. Le nkampani ilindele ukulahlekelwa yi-$1.7 yeebhiliyoni kwisiqingatha sokuqala sowama-2025 kwaye ihlengahlengise isivumelwano ngokuguqula idiphozithi yayo ibe ziimali eziguqulwayo ezikhutshwe yiWolfspeed, isitokhwe esiqhelekileyo, kunye neewaranti.

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Iingxaki zoMthetho we-Infineon, CHIPS

I-Infineon, omnye umthengi omkhulu weWolfspeed, naye ujongene nokungaqiniseki. Yayisayine isivumelwano sokubhukisha amandla seminyaka emininzi neWolfspeed ukuze ifumane unikezelo lweSiC. Akucaci nokuba esi sivumelwano sisebenza na phakathi kweenkqubo zokubhanga, nangona iWolfspeed ithembise ukuqhubeka nokufezekisa ii-odolo zabathengi.

Ukongeza, iWolfspeed ayiphumelelanga ukufumana inkxaso-mali phantsi koMthetho we-US CHIPS and Science ngoMatshi. Kubikwa ukuba le yeyona mali inkulu eyaliwe ukuza kuthi ga ngoku. Akukacaci nokuba isicelo sesibonelelo sisajongwa na.

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Ngubani Oza Kuxhamla?

Ngokutsho kweTrendForce, abaphuhlisi baseTshayina kusenokwenzeka ukuba baqhubeke bekhula—ingakumbi xa sicinga ukuba iTshayina ilawula kakhulu kwimarike ye-EV yehlabathi. Nangona kunjalo, abathengisi abangengabo abaseMelika abafana ne-STMicroelectronics, i-Infineon, i-ROHM, kunye ne-Bosch nabo banokuzuza lukhulu ngokubonelela ngeendlela ezahlukeneyo zokubonelela kunye nokusebenzisana nabenzi beemoto ukujongana namaqhinga okuhlalisa iTshayina.