Ngā Kāwai katoa
Company News

Te Aranga Ake o ngā Ārai Graphite Paninga Silicon carbide SiC i roto i te Epitaxy Matatau

2026-04-29

Ko ngā pūwero karāpiti kua pania ki te karāpiti silicon he mea pau i ngā haurua-haurua teitei, ā, he wāhanga matua i hangaia mā te whakatakoto i tētahi paninga SiC tino parakore ki runga i tētahi anga karāpiti tino parakore mā te whakamahi i ngā tukanga pēnei i te whakatakoto kohu matū (CVD). I roto i te umanga, e kiia ana ko ngā paepae karāpiti kua pania ki te SiC, ngā pereti tautoko karāpiti kua pania ki te SiC, ngā pūwero karāpiti kua pania ki te SiC rānei. Ehara i te mea ko tā rātou mahi matua ko te "ngā papa tautoko," engari kia tutuki ai ngā mahi maha i te wā kotahi, tae atu ki te whakakotahitanga o te papa wera, te pumau matū i roto i te rūma tauhohenga, te aukati i te poke o te matūriki, te ātete ki te waikura me te waikura, te roa o te ora ratonga, me te whakarite i te hua epitaxial. He whānuitia te whakamahinga o ēnei i roto i te MOCVD, te epitaxy silicon, te epitaxy SiC, me ētahi tono maimoatanga wera pāmahana teitei. I te mea kei te piki haere tonu ngā tono hanga semiconductor mō te parakore, te ōritetanga wera, te roa o te ora ratonga, me te ōritetanga, kua whanake ngā kaitautoko graphite kua pania ki te SiC mai i ngā wāhanga āwhina tuku iho ki ngā wāhanga rauemi nui e pā ana ki te wā mahi taputapu, te ōritetanga kiriata, me te hua whakamutunga.

Ārai Karāpiti Panipani Silicon carbide SiC

E ai ki te pūrongo a te umanga QYResearch, "Te Tūnga me te Rangahau Whakawhanake o te Mākete Ārai Karāpiti Panipani-Karāpiti Silicon o te Ao me Haina 2026-2032", ko te rahi o te mākete o te ao mō ngā ārai graphite pania ki te silicon carbide i tata ki te $338 miriona i te tau 2025, ā, e matapaetia ana ka tipu ki te $611 miriona i te tau 2032, e tohu ana i te tere tipu ā-tau (CAGR) tata ki te 9.1% mai i te tau 2026 ki te 2032. Kei te noho tonu te umanga i tētahi wāhanga o te tipu tere, me ngā taraiwa tipu matua e ahu mai ana i te whānui o te hanga semiconductor o te tuatoru o ngā whakatupuranga.-inā koa ko te epitaxy SiC-ngā whakapainga i roto i ngā tukanga epitaxy silicon, te tono tonu mō ngā taputapu MOCVD, me te whakatairanga i te whakakapinga ā-whare mō ngā wāhanga taputapu semiconductor. I te wā kotahi, kua neke te umanga mai i tētahi hanganga kotahi-arotahi i mua e aro ana ki te LED/MOCVD ki tētahi whenua tono maha-āhuatanga kei reira "MOCVD + epitaxy silicon + epitaxy SiC" te ahunga whakamua i te taha whakarara; Mai i te tirohanga waenga ki te roa, me te whanaketanga o te mekameka tuku SiC 8-inihi, te whakawhānui ake i te hanga taputapu hiko, me te tere ake o te whakamana ā-rohe mō ngā wāhanga pāmahana teitei, ātete-waikura, ka mau tonu te umanga i te turanga mō te whakawhānui tere waenga ki te tere teitei. Heoi, e matapaetia ana ka pumau te taumata utu whānui me te heke iti, i te mea ka piki haere te uara o ngā hua whakaritenga teitei me te roa o te ora.

Mō te āhua o te hua, ko te Pancake Susceptor tonu te wāhanga tino rongonui, neke atu i te 70% o te uara mākete i te tau 2025, ā, e mau tonu ana tēnei tūranga matua tae noa ki te tau 2032, e tohu ana i tōna tūnga tūāpapa pakari i roto i ngā tono epitaxy MOCVD me te maha-wafer. Ko ngā Barrel Susceptors te mea nui i hangaia mō ngā taiao epitaxial puranga hurihuri, tere-whakaputa. Ahakoa he nui ake ngā arai hangarau, he iti tonu te tere tipu whānui. I taua wā, ko te "He mea anō (kōrerohia mai he aha te horopaki)" kei roto i te kāwai ngā hanganga kotahi-wafer, ngā hanganga aorangi, me ngā hanganga tino whakarite. Ahakoa he iti ake te turanga mākete o tēnei wāhanga, he nui te kaha tipu, e whakaata ana i te pikinga o te hiahia mō ngā taputapu epitaxial motuhake, ngā tauhohenga rerekē, me te whakaritenga motuhake ki te kiritaki. I te nuinga, ko te whanaketanga o te umanga'Ehara i te mea ko te whakakapi i tētahi momo anake te hanganga hua o nāianei, engari he whenua whakakotahi e whakahaerehia ana e ngā hua momo panikeke paerewa, me te whanaketanga tonu o ngā hua momo oko me te tere o te urunga mai o ngā hua kore paerewa me ngā hua kua whakaritea.

Mō te hanganga tono, ko te MOCVD tonu te wāhanga tono nui rawa atu, e tata ana ki te 60% o te uara mākete i te tau 2025. Heoi, kei te whakaatu tōna wāhanga i tētahi ia heke haere, e tohu ana ko te umanga'Kei te neke haere te arotahi tipu o te kamupene mai i ngā tono epitaxial LED/GaN tuku iho ki ngā pūnaha epitaxial whānui ake. Ko ngā susceptors epitaxial silicon te tuarua o ngā wāhanga tono nui rawa atu, e neke atu ana i te 20% o te mākete i tēnei wā, ā, e matapaetia ana ka mau tonu te tipu tere i ngā tau e haere ake nei; ko ngā susceptors mō te epitaxy SiC, ahakoa he iti ake i te tauine tino nui i ērā mō te MOCVD me te epitaxy silicon, e whakaatu ana i te tere tipu tino whakamiharo. E matapaetia ana ka piki haere tonu tā rātou wahanga mākete i te tau 2032, ka waiho ko rātou te umanga.'te wāhanga tino whai hua o te tipu tere. Arā, ko te MOCVD te tautuhi i te umanga'Ko te turanga o tēnei kamupene, ko te epitaxy silicon te mea e whakapūmau ana i tōna pumau, ā, ko te epitaxy SiC te mea e whakatau ana i tōna pūmanawa tipu me ngā tūmanako aromatawai.

Ko te mākete o te ao mō ngā ārai graphite kua pania ki te silicon carbide kei te āhua tonu i tēnei wā, he whenua whakataetae kei reira "Ko ngā kaitākaro matua o tāwāhi te tino rangatira, i te mea kei te tere hopu atu ngā kaihanga Hainamana." Ko ngā kamupene o tāwāhi kei te taumata teitei ko Schunk Xycarb Technology, SGL Carbon, CoorsTek, Toyo Tanso, Bay Carbon, Tokai Carbon, me Mersen, me ētahi atu. I roto i ēnei, kei te whai mana nui tonu a Schunk Xycarb Technology me SGL Carbon i te mākete o te ao; i roto i ngā kamupene o Haina, ko ngā kamupene pēnei i a Zhejiang Liufang Semiconductor Technology Co., Ltd., kua tere te tipu o Shenzhen Zhicheng Semiconductor Materials Co., Ltd., me Hunan Dezhi New Materials Co., Ltd. i ngā tau tata nei, e whakaatu ana i te kaha motuhake i roto i ngā mara o ngā wāhanga taputapu epitaxial SiC, ngā wāhanga MOCVD, me ngā ratonga paninga e pā ana. I runga i ngā tatauranga moni whiwhi o te tau 2025, ko te umanga'Kua tata te CR5 ki te 70%, e tohu ana kei te teitei tonu te kukū o te mākete engari kāore anō kia tino pumau. Nā ngā whakapainga a ngā kamupene Haina i roto i te rahinga whakaputa, te whakamana kiritaki, me te whai huatanga o te mekameka tuku ā-rohe kua taea ai e rātou te whiwhi i te wāhanga mākete i roto i ngā wāhanga waenga-ki-te-teitei i te tere tere atu i ngā kaihanga tuku iho o tāwāhi. Ka aro nui ake ngā whakataetae ā muri ake nei ki te ōritetanga o te paninga, te pumau o te roa o te ora, te whakahaere i te horoi, te hototahi o ngā taputapu, me ngā āheinga tuku papatipu.

He maha ngā painga ahurei o te paninga Silicon Carbide

I te taha tuku, kei te aro tonu te hanga o te ao ki Amerika Te Raki, Haina, Ūropi, me Hapani. Heoi, ko Haina te rohe hanga tere rawa te tipu i ngā tau tata nei, me te pupuri tonu i te tipu rua-mati mai i te tau 2025 ki te 2032. I te tau 2032, e matapaetia ana ka eke a Haina ki te taumata rite ki Amerika Te Raki, ka noho rānei hei pokapū hanga nui ake. Kei te kaha tonu a Amerika Te Raki me Ūropi ki ngā hua papai me ngā turanga kiritaki kua whakapumautia, i te mea kei te mau tonu a Hapani i te aroaro pumau i roto i ētahi rauemi motuhake me ngā pūnaha karāti parakore teitei. Mai i te taha tono, ko te rohe o Āhia-Moananui-a-Kiwa te rohe matua o te kai. I te tau 2025, ka neke atu tana wahanga o te kai i te 70%, ā, ka haere tonu tana whānui i te tere tata ki te rua-mati i ngā tau e haere ake nei.-he nui ake te teitei i ngā rohe pēnei i a Ūropi, Amerika Latina, me te Waenganui Rawhiti me Āwherika ki te Raki. Ehara tēnei tipu i te mea nā te whenua kotahi i akiaki, engari nā te kaha o ngā mākete hoko nui i hangaia e ngā rōpū i roto i ngā mekameka tuku hiko epitaxial me te hiko, tae atu ki a Haina, Hapani, Kōrea ki te Tonga, me Taiwan, Haina. I te nuinga, e matapaetia ana ka whanake te whenua o te ao hei tauira ā-rohe e tohuhia ana e "Āhia-Kiwa hei pūtake tono matua, ko Haina'te kaha o te hopu i a ia, ā, kei te pupuri tonu a Ūropi me te US i ō rāua tūranga teitei."

Kua mārama te ariā tipu mō te umanga whakapūmau karāpeti kua pania ki te silicon carbide SiC: i te taha tono, e akiakihia ana e te whānui o te hanga epitaxial SiC, te whakapai ake i ngā tukanga epitaxial silicon, me te whakakapinga o ngā taputapu MOCVD o nāianei; i te taha tuku, e akiakihia ana e te whakakapinga ā-rohe, te tautoko kaupapa here, me te whakapakari i ngā āheinga ratonga ā-rohe; Heoi, ehara tēnei i te mākete iti-arai, nui-rahi. Ko ngā arai matua ki te whakaurunga e aro ana ki te kounga o ngā whakapūmau parakore-teitei, te ōritetanga o ngā paninga SiC, te ātete ki te pakaru me te wehewehe, te pumau o te roanga o te ratonga, te whakahaere horoi, me ngā huringa whakamana kiritaki. Ina koa i roto i te papamuri o ngā utu pumau, iti rānei te heke, ko ngā kamupene e kore e eke ki ngā putanga tonu i roto i te pumau mahi me ngā āheinga tuku ka uaua ki te pupuri i te wāhi roa o te mākete teitei mā te whakawhirinaki anake ki ngā painga utu.

I nga tau e haere ake nei, ko te te ārai graphite kua pania ki te silicon carbide Tērā pea ka mau tonu te tipu waenga-ki-teitei o te umanga, me te kounga tipu pai ake i te maha o ngā rāngai paunga semiconductor tuku iho. Ko ngā take matua ko: Tuatahi, kei te whānui haere te tono ahumahi mai i ngā tono MOCVD kotahi-whakamahinga ki ngā āhuatanga maha pēnei i te epitaxy silicon me te epitaxy SiC; tuarua, kei te neke ngā kaihanga Hainamana mai i te mea noa iho "te kaha ki te whakaputa" Tuhinga o mua "te whakaputa papatipu, te whakamana tonu, me te whakakapi i ngā hua kounga teitei"Tuatoru, ngā kiritaki' Ko te pikinga o te hiahia mō ngā hua he roa te ora, he iti te ihirangi matūriki, ā, he tino ōrite, ko te tikanga kāore te whakataetae ahumahi e pā ana ki te utu anake, engari e whakawhirinaki ana ki ngā āheinga whānui o ngā rauemi, ngā tukanga, me ngā pūnaha tuku. E matapaetia ana i te tau 2032 pea, ka whānui ake te rahi o te mākete o te ao, me te rohe o Āhia-Moana-nui-a-Kiwa hei mākete hoko matua, ā, kua rite a Haina ki te noho hei tetahi o ngā mākete o te ao.'Ko ngā pokapū tino nui o tēnei ahumahi mō te tuku tāpiri. Mai i te tirohanga haumi me te ahumahi, ko ngā kaupapa matua o tēnei ahumahi ehara i te mea ko te whakawhānui i te kaha anake, engari ko ngā āheinga paninga teitei, ngā āheinga whakaritenga kore-paerewa, ngā āheinga whakamana roa te ora, me te hohonutanga o te whakaurunga ki ngā taputapu o raro me ngā kiritaki epitaxy.

Nga waahanga wera