Calaamadaha Kicinta Wolfspeed ee Meesha ugu weyn ee Warshadaha Semiconductor ee SiC
Wolfspeed, hogaamiyaha muddada dheer ee tignoolajiyada silikoon carbide (SiC), ayaa loo gudbiyay kicitaan usbuucan, taasoo calaamad u ah isbeddel weyn oo ku yimid muuqaalka guud ee SiC semiconductor.
Hoos u dhaca shirkadu wuxuu muujinayaa caqabado qoto dheer oo dhanka warshadaha ah - baahida baabuurta korantada (EV) oo gaabis ah, tartan qiimo leh oo ka imanaya alaab-qeybiyeyaasha Shiinaha, iyo khataraha la xidhiidha fidinta gardarada ah.
Kicinta iyo Dib-u-habaynta
Hormoodka tignoolajiyada SiC, Wolfspeed waxa ay bilawday heshiis taageero oo dib u habayn ah oo looga golleeyahay in lagu dhimo ku dhawaad 70% daynteeda taagan iyo in la dhimo lacagaha ribada caddaanka ah ee sanadlaha ah ilaa 60%.
Markii hore, shirkaddu waxay la kulantay cadaadis isa soo taraya sababtuna tahay kharashyada raasumaalka ee culus ee xarumaha cusub iyo tartanka sii kordhaya ee alaab-qeybiyeyaasha Shiinaha SiC. Wolfspeed wuxuu sheegay in cabbirkan firfircooni uu si wanagsan u meelayn doono shirkadda si ay u gaadho guul mustaqbalka fog oo ay gacan ka geysato sii wadista hoggaankeeda qaybta SiC.
"Markaan qiimeyneyno fursadaha lagu xoojinayo dheelitirka dheelitirka iyo dib-u-habeynta qaab dhismeedka raasamaalka, waxaan dooranay tallaabadan istaraatiijiyadeed sababtoo ah waxaan aaminsanahay inay tahay boosaska ugu wanaagsan Wolfspeed mustaqbalka," ayuu yiri madaxa fulinta Robert Feurle.
Wolfspeed waxa ay carabka ku dhufatay in ay sii wadi doonto hawlaha caadiga ah inta lagu guda jiro geedi socodka musalifnimada, sii wadi doonto keenista macaamiisha, iyo bixinta alaab-qeybiyeyaasha alaabta iyo adeegyada iyada oo qayb ka ah hababka ganacsiga caadiga ah.
Maalgashiga xad dhaafka ah iyo dabaylaha madaxa ee suuqa
Marka laga soo tago tartanka Shiinaha ee sii kordhaya, Wolfspeed waxaa laga yaabaa in uu si xad dhaaf ah u maalgeliyay awoodda SiC, isaga oo si aad ah u bangiyeeyay kobaca suuqa EV ee joogtada ah.
Iyadoo korsashada EV ay sii socoto caalamka, xawliga ayaa hoos u dhacay dhowr gobol oo waaweyn. Hoos u dhacan ayaa laga yaabaa inuu gacan ka gaystay awood la'aanta Wolfspeed inuu soo saaro dakhli ku filan si uu u daboolo waajibaadka deynta iyo dulsaarka.
In kasta oo ay jiraan dib u dhacyo hadda jira, rajada mustaqbalka fog ee tignoolajiyada SiC ayaa weli ah mid wanaagsan, oo ay ku sii shiday baahida kor u kaca ee EVs, kaabayaasha tamarta dib loo cusboonaysiin karo, iyo xarumaha xogta ku shaqeeya AI.
Sare u kaca Shiinaha iyo Dagaalka Qiimaha
Sida laga soo xigtayNikkei Aasiya, Shirkadaha Shiinaha ayaa si ba'an u ballaariyay qaybta SiC, iyaga oo ku riixaya qiimaha hoos u dhaca taariikhiga ah. Wolfspeed's 6-inch wafers SiC mar lagu iibiyay $1,500; xafiiltanka Shiinaha ayaa hadda bixiya alaabo la mid ah wax ka yar $500-ama xitaa ka yar.
Shirkadda cilmi baarista suuqa ee TrendForce ayaa soo warisay in Wolfspeed ay haysato saamiga ugu weyn suuqa sanadka 2024 33.7%. Si kastaba ha ahaatee, Shiinaha ee TanKeBlue iyo SICC ayaa si degdeg ah u qabsanaya, iyada oo saamiyada suuqa ee 17.3% iyo 17.1%, siday u kala horreeyaan.
Renesas Ka Baxa Suuqa SiC EV
Kicinta Wolfspeed ayaa sidoo kale saamaysay la-hawlgalayaasheeda. Chipmaker Japanese Renesas Electronics ayaa la saxeexday heshiis sahayda wafer ah oo dhan $2.1 bilyan Wolfspeed si kor loogu qaado wax soo saarkeeda koronto ee SiC.
Si kastaba ha noqotee, iyadoo ay ugu wacan tahay daciifinta baahida EV iyo soosaarka Shiinaha ee sii kordhaya, Renesas waxay ku dhawaaqday qorshayaal ay uga baxayso suuqa aaladda korantada ee SiC EV. Shirkaddu waxay filaysaa inay lumiso ku dhawaad $1.7 bilyan qaybta hore ee 2025 waxayna dib-u-habayn ku samaysay heshiiska iyadoo u beddelaysa deebaajigeeda qoraalo la beddeli karo oo Wolfspeed soo saaray, kayd guud, iyo waaranno.
Infineon, Dhibaatooyinka Sharciga CHIPS
Infineon, macmiil kale oo weyn oo Wolfspeed ah, ayaa sidoo kale wajahaya hubaal la'aan. Waxay la saxeexatay heshiis boos celin awood sanado badan ah Wolfspeed si loo sugo sahayda SiC. In heshiiskani uu sii ahaado mid ansax ah iyada oo ay socoto dacwadaha musalsalka ma cadda, in kasta oo Wolfspeed uu ballan qaaday inuu sii wadi doono fulinta amarada macmiilka.
Intaa waxaa dheer, Wolfspeed waxay ku guul darreysatay inay hesho maalgelinta hoos timaada US CHIPS iyo Sharciga Sayniska bishii Maarso. Tani ayaa lagu soo waramayaa inay ahayd tii ugu waynayd ee hal maaliyad la diido ilaa maanta. Ma hubo in codsiga deeqda uu wali dib u eegis ku socdo iyo in kale.
Yaa U Taagan Faa'iidada?
Sida laga soo xigtay TrendForce, horumarinta Shiinaha waxay u badan tahay inay sii wadaan koritaanka - gaar ahaan marka la eego awoodda Shiinaha ee suuqa caalamiga ah ee EV. Si kastaba ha ahaatee, alaab-qeybiyeyaasha aan Maraykanka ahayn sida SMicroelectronics, Infineon, ROHM, iyo Bosch ayaa sidoo kale laga yaabaa inay helaan dhul iyagoo siinaya silsilado sahayda kale iyo la shaqaynta baabuurta si ay uga hortagaan xeeladaha deegaanaynta Shiinaha.
Waqtiga boostada: Jul-03-2025