Cov cuab yeej siv hluav taws xob yog cov khoom siv tseem ceeb ntawm lub zog hluav taws xob tsheb tshiab semiconductors, thiab yog txoj hauv kev tseem ceeb rau kev txhim kho tus nqi. Nrog kev txhim kho cov tsheb tshiab lub zog, qhov kev thov rau cov cuab yeej siv hluav taws xob tau nce ntxiv, uas tau dhau los ua qhov chaw loj hlob tshiab rau cov cuab yeej siv hluav taws xob semiconductor. Cov khoom siv hluav taws xob nrov tshaj plaws yog IGBT, SiC thiab GaN, tshwj xeeb tshaj yog cov khoom siv hluav taws xob thib peb. Los ntawm kev pib ua haujlwm, txhawb nyiaj txiag thiab tsim kev tsim vaj tsev rau kev qhia khoom thiab tsim khoom, txhua kauj ruam ntawm cov cuab yeej siv hluav taws xob me me tau nthuav dav los ntawm kev lag luam. Nws txaus los qhia tias cov pej xeem muaj kev cia siab txog kev txhim kho kev cia siab ntawm cov cuab yeej siv hluav taws xob, nrog rau kev cia siab rau cov tuam txhab tsim khoom siv hluav taws xob hauv tsev. Hmoov zoo, ntau tus neeg tsim khoom hauv IGBT, SiC, thiab GaN tau los tom qab nrog cov xov xwm zoo ntawm&"commissioning &";, yog li ntawd peb nyob deb ntawm lub ntiaj teb' , thiab peb tuaj yeem cia siab tias yuav nyob hauv nthwv dej ntawm lub zog tsheb tshiab. Caij tsheb npav.
Cov tuam txhab tsim khoom siv hluav taws xob hauv tsev tau los rau theem tshiab ntawm" commissioning"
Thaum Lub Rau Hli 5th, Innosec' 8-nti silicon-based GaN Suzhou Phase I project tau raug muab tso rau hauv kev tsim khoom. Txoj haujlwm no yuav tsum nqis peev 8 billion yuan. Kev tsim vaj tsev thiab khoom siv txav mus los yuav ua tiav hauv xyoo 2020, thiab kev tsim khoom ntau yuav pib hnub no, dhau los ua lub ntiaj teb Thawj lub tuam txhab ua tiav cov khoom loj ntawm 8-nti silicon-based gallium nitride. Lub peev xwm ntau lawm yuav maj nce tom qab tsim khoom. Txog thaum kawg ntawm 2021, lub peev xwm tsim khoom yuav ncav cuag 6,000 wafers/hli. Tom qab txoj haujlwm tau ua tiav qhov kawg ntawm xyoo 2022, Suzhou cog yuav ua tiav txhua xyoo muaj peev xwm ntawm 780,000 8-nti silicon-based gallium nitride wafers, nrog kwv yees kwv yees txhua xyoo tus nqi ntawm 15 billion yuan.
Innosec (Zhuhai) Technology Co., Ltd. tau tsim nyob rau lub Kaum Ob Hlis 12, 2015. Thaum lub Kaum Ib Hlis 2017, kev cog lus ua haujlwm ntawm nws&"; 8-nti silicon-based gallium nitride cov kab ntau lawm &"; tau muaj nyob hauv Zhuhai. Thaum Lub Rau Hli 2018, lub tuam txhab tso tawm ntiaj teb' thawj 8-nti silicon-based gallium nitride WLCSP cov khoom lag luam. Thaum Lub Rau Hli 2018, kev tsim kho tshiab ntawm Suzhou Wide Bandgap Semiconductor Base tau muaj nyob hauv Fenhu High-tech Zone, Wujiang City.
Thaum sawv ntxov ntawm Lub Rau Hli 23, Sanan Semiconductor hauv Changsha, Hunan tau teeb tsa lub teeb pom kev zoo thiab muab tso rau hauv kev tsim khoom. Qhov tseem ceeb tshaj plaws ntawm lub hauv paus no yog tias nws yog thawj lub tsev thiab thib peb hauv ntiaj teb silicon carbide ntsug kev sib koom ua lag luam suav nrog cov khoom siv hauv av, kev loj hlob epitaxial, kev tsim khoom wafer thiab ntim thiab kuaj. Hunan San' ib txoj haujlwm Semiconductor SiC muaj peev txheej tag nrho ntawm 16 billion yuan. Txij li thaum pib thaum lub Xya Hli 2020, lub tsev tsim khoom loj nrog cov khoom tsim tawm txhua hli ntawm 30,000 6-nti silicon carbide wafers tau ua tiav thiab muab tso rau hauv kev tsim khoom. Cov kauj ruam tom ntej hauv kev tsim khoom yog kom debug thiab kaw cov txheej txheem. Tom qab ua tiav, Hunan San'an Semiconductor Base tau cia siab tias yuav ua tiav kev muag khoom txhua xyoo ntawm 12 billion yuan.
Xiamen Sanan Kev Sib Koom tau tsim nyob rau lub Tsib Hlis 2014, thiab tau pib nthuav mus rau high-end compound semiconductors hauv 2015. Thaum kawg ntawm xyoo 2018, Sanan Kev Sib Koom tau tso tawm SiC txheej txheem platform, dhau los ua thawj lub tsev lag luam 6-inch compound semiconductor integrated circuit nkag mus. loj ntau lawm ntau lawm. Kev tsim khoom platform.
Txog tam sim no, Sanan Integrated tau tshaj tawm cov txheej txheem thev naus laus zis rau RF daim ntawv thov xws li GaAs HBT thiab pHEMT hauv thaj chaw microwave thiab xov tooj cua ntau zaus, thiab tau tsim cov kws tshaj lij thiab loj-loj 4-nti, 6-teev sib xyaw wafer tsim kab. Hauv thaj tsam ntawm cov khoom siv hluav taws xob, SiC lub zog diodes thiab silicon-based gallium nitride cov cuab yeej siv hluav taws xob uas muaj kev ntseeg siab thiab muaj zog ceev tau qhia.
Thaum tav su ntawm Lub Rau Hli 23, kev ua tiav thiab ua haujlwm ntawm Sun.King Asia Pacific Semiconductor IGBT cov kab tsim khoom, koom nrog ntawm Sun.King Technology, tau ua tiav ntawm Sun.King IGBT cov hauv paus tsim khoom, cim tias nws IGBT cov kab tsim khoom tau nkag mus rau theem tsim khoom sim. Sunjing Technology' s IGBT txoj haujlwm npaj tsim 2 IGBT nti rov qab txheej txheem cov kab tsim khoom thiab 5 IGBT module ntim khoom thiab kuaj kab ntau lawm. Tom qab ua tiav, lub peev xwm tsim khoom txhua xyoo yuav mus txog 2 lab IGBT cov khoom lag luam.
Nws nkag siab tias Sunjing Technology tau tshaj tawm nws tus kheej txoj haujlwm IGBT thev naus laus zis thaum Lub Peb Hlis 2019. Tom qab ntawd, thaum Lub Xya Hli 2019, Sun.King IGBT project tau raug kos npe thiab teeb tsa hauv Jiashan. Thaum Lub Rau Hli 2020, kev tsim kho ntawm Sun.King IGBT kev tsim khoom pib tau pib. Thaum lub Cuaj Hlis ntawm tib lub xyoo, Sun.King' thawj IGBT nti thiab cov khoom lag luam tau tsim tawm. Lub tuam txhab' s IGBT cov khoom lag luam thov yuav npog thaj chaw qis thiab nruab nrab qhov hluav taws xob los ntawm 600V txog 1700V, thiab tsom mus rau kev lag luam ntawm cov tsheb hluav taws xob, hluav taws xob cua tshuab hluav taws xob, thiab kev hloov pauv zaus.
Thaum ntxov Lub Peb Hlis xyoo no, Zhang Penggang, tus lwm thawj coj ntawm kev muag khoom thoob ntiaj teb ntawm Nexperia Semiconductor, tau hais hauv kev xam phaj tshwj xeeb nrog CCTV tias Wingtech Nexperia' 12-inch wafer fab hauv Lingang, Shanghai tau tawg hauv av. thaum Lub Ib Hlis xyoo no thiab yuav pib xyoo 2022. Nws tau muab tso rau hauv kev tsim khoom thaum Lub Xya Hli 2007, thiab lub peev xwm tsim khoom yuav tsum nce mus txog 400,000 wafers hauv ib xyoos. Nexperia tsom mus rau kev tsim khoom, tsim qauv thiab muag khoom ntawm cov cuab yeej tsis sib xws, cov cuab yeej siv logic thiab MOSFET cov cuab yeej.
IGBT lub hwj chim nti nkag mus rau 12 ntiv tes
Tam sim no, IGBTs muaj tus nqi ua tau zoo dua qub thiab kev loj hlob nyob rau hauv feem ntau qhov kev thov muaj zog, thiab peb tsis tuaj yeem ua yam tsis muaj IGBTs ib pliag. Ntxiv mus, IGBT cov cuab yeej siv hluav taws xob kuj tseem tau pib ua tiav rau hauv cov qib tsheb. Raws li Lub Hnub Qub Semiconductor' daim ntawv qhia nyiaj txiag, xyoo 2020, tsheb-qib IGBT cov qauv tsim los siv Star Semiconductor' tus kheej cov chips yuav txhawb nqa ntau dua 200,000 lub tsheb hauv ntiaj teb kev lag luam. Raws li Kev Tshawb Nrhiav Stratview' qhov kev kwv yees ntawm IGBT kev ua lag luam, nws kwv yees tias IGBT kev lag luam yuav muaj kev noj qab haus huv zoo txhua xyoo kev loj hlob ntawm 4.5% txij xyoo 2020 txog 2025.
Hauv tsab xov xwm dhau los" IGBT Hauv Tsev, lub zog yog dab tsi?", tus sau kuj tau qhia txog qhov muaj zog ntawm IGBT hauv tsev. Ntawm lawv, nws tsim nyog hais tias IGBT yog lub tuam txhab uas muaj kev vam khom rau cov ntsiab lus ntawm kab ntau lawm. Siv Infineon tus kheej daim ntawv tshaj tawm ua piv txwv, tsim tib yam, kev ua tau zoo ntawm cov khoom tsim tawm ntawm 6-nti thiab 8-nti wafer cov kab ntau lawm Qhov sib txawv yog loj heev, thiab kev ua haujlwm ntawm cov khoom tsim tawm ntawm tib ob 8-nti wafer cov kab ntau lawm. kuj txawv heev. Qhov no txhais tau tias lub tuam txhab tsim qauv tsis tuaj yeem sawv ib leeg dhau qhov kev txhawb nqa ntawm lub hauv paus.
Thiab Lub Hnub Qub Semiconductor, tus thawj coj IGBT tuam txhab, tseem tau ua haujlwm ze nrog Hua Hong ntawm kev tsim IGBT chips. Thaum Lub Rau Hli 24, Hua Hong Semiconductor koom tes nrog Star Semiconductor los tsim cov khoom lag luam qib IGBT chips thiab 12-nti IGBTs kom ua tiav ntau lawm. Qhov IGBT nti no tau dhau qhov pov thawj khoom ntawm cov tuam txhab tsheb dav hlau thiab tau nkag mus rau hauv kev lag luam tsheb thov xws li cov khoom siv hluav taws xob. Cov khoom xa tuaj ntawm IGBTs ntawm ob tog tau tshaj 250,000 sib npaug 8-nti wafers.
Xyoo 2020, Hua Hong Semiconductor qhia txog 8-nti IGBT thev naus laus zis rau 12-nti kab tsim khoom. Tom qab tsawg dua ib xyoos ntawm kev tshawb fawb thiab kev txhim kho, nws ua tiav tsim IGBT wafer cov txheej txheem tsim khoom ntawm 12-nti cov kab ntau lawm. Lub tuam txhab tsim khoom lag luam wafer dawb huv uas tsim cov khoom lag luam zoo tshaj qhov qhib qhov rooj nres (FS, Nres Nres) IGBTs nrog 12-nti kab ntau lawm.
Thiab qhov nce ntawm nws cov Wuxi cog' lub peev xwm tsim khoom tau nrawm dua. Hua Hong' s Wuxi 12-inch lub Hoobkas yuav pab nyiaj US $ 54.6 lab hauv kev muag khoom tau nyiaj hauv Q1 ntawm 2020, suav txog 17.9% ntawm tag nrho cov nyiaj tau los, nce ntawm 53.1% los ntawm lub hlis dhau los. Tam sim no, 12-nti cog hauv Wuxi muaj peev xwm tsim khoom txhua hli ntau dua 40,000 daim, ntawm uas 18,000 daim yog cov cuab yeej siv hluav taws xob, 10,000 daim ib qho rau siv Flash thiab CIS, thiab lwm yam khoom me me. Lub tuam txhab tau pib ua kom nrawm txoj phiaj xwm nthuav dav ntawm nws 12-nti cog hauv Wuxi txij li xyoo tas los. Nws tau kwv yees tias lub peev xwm tsim khoom txhua hli yuav mus txog 65,000 daim los ntawm qhov kawg ntawm lub xyoo no, thiab nws xav tias yuav ntau dua 80,000 daim los ntawm ib nrab xyoo 2022.
Tam sim no, cov kab tsim khoom sib tw tshaj plaws rau IGBT cov khoom yog 8-nti thiab 12-nti, thiab cov chaw tsim khoom lag luam yog Infineon. Feem coob ntawm cov neeg tsim khoom wafer hauv tsev tseem nyob rau theem ntawm 6-nti khoom. Tam sim no, BYD, Zhuzhou CRRC Times, Shanghai Advanced, Huahong Grace, Silan Micro, thiab lwm yam. Muab tso rau hauv ntau lawm.
Tuam Tshoj Cov Khoom Siv Hluav Taws Xob tseem tab tom nthuav dav nws 12-nti kab ntau lawm. Thaum Lub Rau Hli 7, 2020, lub tuam txhab tshaj tawm tias lub tuam txhab thiab theem ob ntawm Big Fund thiab Chongqing Xiyong yuav nqis peev 9.5, 1.65, thiab 2.4 billion yuan feem los tsim Runxi Microelectronics. Txoj haujlwm no Nrog kev nqis peev ntawm kwv yees li 7.55 billion yuan, nws yuav tsim 12-nti 30,000/hli high-end fais fab semiconductor wafer cov peev txheej tsim khoom tom qab ua tiav, thiab txhawb 12-nti epitaxial thiab nyias-zaj duab xis ua peev txheej. Cov kab tsim khoom yuav lees txais 90nm txheej txheem thiab feem ntau tsim cov khoom siv hluav taws xob hluav taws xob xws li MOSFETs, IGBTs, thiab kev tswj hwm lub zog hluav taws xob, hauv kev npaj rau kev nkag mus rau thaj tsam ntawm kev lag luam kev tswj hwm thiab tsheb hluav taws xob.
Nws tuaj yeem pom tias cov tuam txhab IGBT hauv tsev tau maj mam nce mus txog 12 ntiv tes. Qhov tseeb tau ua pov thawj tias IGBT cov tuam txhab tsim khoom hauv tsev tsuas yog xav ua haujlwm hnyav txhawm rau txhim kho kev ua tau zoo thiab ua tau zoo, thiab yav tom ntej tuaj yeem xav tau.
SiC nrog ntau qhov zoo, peb tseem yuav tsum tau ntsib cov teeb meem kom caum cuag
Ntxiv rau qhov tau siv dav hauv photovoltaic inverters, cov khoom siv hluav taws xob muaj zog thiab them nqi kev lag luam, SiC cov cuab yeej siv hluav taws xob tseem ceeb tshaj plaws tau txhawb los ntawm kev qhia sai sai ntawm cov tuam txhab tsim tsheb tshiab. Cov yam ntxwv ntawm kev hloov pauv qis, kev hloov pauv ntau zaus thiab qhov kub tsis kam ua rau SiC txaus siab Qhov zoo tshaj plaws rau cov tsheb hluav taws xob xav tau. SiC tau nce qhov ua tau zoo ntawm cov cuab yeej siv hluav taws xob ntau dua 2%, thiab SiC-based cov cuab yeej siv hluav taws xob tau txo qhov hnyav los ntawm 6 kg, thiab tuaj yeem ua kom nce 30% ntawm kev siv tsheb.
Daim ntawv tshaj tawm Yole tau hais tias los ntawm 2024, kev lag luam thoob ntiaj teb rau kev siv tsheb-qib SiC cov cuab yeej siv hluav taws xob yuav tsum nce mus txog 1.93 nphom Asmeskas daus las, sib npaug rau kev nce kev loj hlob ntawm 29% hauv 2018-2024. Kev loj hlob sib xyaw ntawm SiC cov cuab yeej siv hluav taws xob txij xyoo 2017 txog 2023 yog 27%, ntawm qhov kev sib koom ua ke ntawm kev siv hluav taws xob thiab cov tsheb sib txuas yog 81%, thiab kev sib koom ua ke kev loj hlob ntawm them nqi/them chaw nres tsheb yog 58%.
Tab sis qhov laj thawj tseem ceeb vim li cas SiC tsis tau tawg tiag tiag yog tus nqi siab. Piv nrog Si cov cuab yeej, tus nqi ntawm SiC feem ntau ntau zaus ntau dua. Txawm hais tias feem ntau them nqi, hloov pauv, DC-DC hloov pauv thiab cov tsheb hluav taws xob tam sim no siv cov roj silicon, feem ntau cov chaw muag khoom lag luam tau pom hloov kev xav tau los ntawm OEMs thiab thawj thiab theem nrab cov khoom lag luam hauv kev lag luam tsheb. Cov neeg muag khoom lag luam xws li Infineon thev naus laus zis, ST thiab NXP tab tom twv hnyav rau SiC lub zog hluav taws xob ib nrab rau cov tsheb lag luam. Ntau lub tuam txhab SiC tseem tau kos npe cog lus cog lus ntau xyoo nrog cov khoom lag luam wafer Cree/Wolfspeed thiab SiCrystal.
SiC muaj ntau yam ntxwv zoo heev, kev ua lag luam yog dej hiav txwv xiav. Txawm li cas los xij, raws li kws tshaj lij kev lag luam, tseem tshuav ntau qhov sib txawv ntawm Tuam Tshoj' s SiC kev lag luam thiab cov khoom lag luam txawv teb chaws hais txog cov txheej txheem, epitaxy, thiab khoom siv:
Los ntawm kev xav ntawm cov khoom siv hauv tsev, 4-nti silicon carbide substrates yog ze rau qib txawv teb chaws hauv qhov zoo, thiab tau pib siv rau hauv cov khoom siv hauv qee cov khoom siv hauv tsev. 6-txheej txheej tau raug tsim tawm txawv teb chaws, thiab nws tseem nyob rau theem pib ntawm kev txheeb xyuas tseeb hauv Suav teb. Lub 8-nti substrate tej zaum yuav tau tsim nyob hauv Suav teb, thiab cov khoom lag luam txawv teb chaws xws li Cree tau cia siab tias yuav ua tiav cov khoom loj los ntawm 2023. Feem ntau hais lus, muaj qhov sib txawv loj ntawm cov teb chaws thiab txawv teb chaws nyob rau theem ntawm cov khoom siv raw.
Los rau ntawm qhov xwm txheej epitaxial, qhov nyuaj tag nrho ntawm kev tsim khoom epitaxial thiab cov tseev kom muaj rau kev tswj tsis xws yog siab dua li ntawm cov substrate. Cov neeg nyob hauv tsev 4-nti epitaxial wafers twb tau muaj qee daim ntawv thov loj. Hauv ob xyoos dhau los, qhov ua tau zoo ntawm 4-nti epitaxial wafers tau txhim kho ntxiv nrog kev txheeb xyuas cov lus pom los ntawm daim ntawv thov kev lag luam. Daim ntawv 6-inch substrate tau nyuam qhuav nkag mus rau theem theem, thiab cov kws tshaj lij kev lag luam tau taw qhia tias cov peev txheej ntau yuav tsum tau nqis peev txhawm rau txhawm rau nqaim qhov sib txawv nrog txawv teb chaws.
Hais txog cov cuab yeej, cov khoom lag luam txawv teb chaws suav rau feem ntau ntawm tag nrho cov khoom lag luam silicon carbide, tshwj xeeb tshaj yog nyob rau thaj tsam tseem ceeb xws li cov khoom siv hluav taws xob nyob rau hauv servers thiab cov khoom siv sib txuas lus. Raws li qhov dav dav ntawm kev hloov pauv hauv tsev, cov npe hauv nroog tau pib nkag mus rau qee thaj chaw uas muaj kev ntseeg siab siab xav tau, tshwj xeeb tshaj yog rau cov khoom lag luam uas muaj qhov sib txawv me me xws li silicon carbide diodes, uas cia siab tias yuav nce lawv cov kev lag luam hauv lub sijhawm luv. Kev siv silicon carbide MOSFETs yuav tsum tau txhim kho ntxiv nyob rau hauv cov ntsiab lus ntawm thev naus laus zis thiab kev ntseeg tau kom ua tiav cov khoom loj.
Txawm hais tias peb tab tom ntsib qee qhov sib txawv, nyob rau hauv kev cuam tshuam ntawm kev thov kev lag luam kev loj hlob, kev txhim kho thev naus laus zis, kev txhawb nqa txoj cai, lub ntiaj teb tseem ceeb tsis txaus thiab lwm yam, cov tuam txhab ua lag luam silicon carbide tam sim no tab tom txhim kho sai, maj mam nce kev lag luam, thiab nqaim qhov sib txawv nrog cov khoom lag luam txawv teb chaws. . Tus naj npawb ntawm cov tuam txhab hauv tsev, suav nrog Tianke Heda, Basic Semiconductor, Shandong Tianyue, Shanxi Shuoke thiab Hantian Tiancheng, tseem tab tom cog qoob loo hauv daim teb no thiab nrhiav kev kov yeej.
Kev ua lag luam GaN ob npaug hauv xyoo 2020, thiab cov tuam txhab GaN hauv tsev tau tsim kho sai
Raws li Yole, lub zog GaN kev lag luam tau nce ob npaug hauv xyoo 2020, qhia txog kev loj hlob zoo ntawm lub xov tooj ntawm tes nrawm thiab ua rau kev lag luam sib txuas lus thiab tsheb loj. Xyoo 2020, GaN cov cuab yeej ua lag luam muaj 46 lab nyiaj daus las hauv Asmeskas, ntawm cov khoom siv hluav taws xob suav nrog 28.7 lab nyiaj daus las hauv Asmeskas, thiab kev lag luam kev sib txuas lus thiab xov tooj ntawm tes suav rau qhov thib ob daim ntawv thov loj tshaj nrog 9.1 lab daus las Asmeskas las. Yole kwv yees tias kev suav txhua xyoo kev loj hlob ntawm GaN los ntawm 2020 txog 2026 yuav nce li kwv yees li 70%, thiab nws cia siab tias yuav yog $ 1.1 nphom los ntawm 2026. Kev suav txhua xyoo kev loj hlob ntawm cov khoom siv hluav taws xob yog 69%, nce mus txog 672 lab daus las Asmeskas las ; qhov kev loj hlob txhua xyoo ntawm kev sib txuas lus thiab kev lag luam mobile yog 71%, mus txog 223 lab nyiaj daus las hauv Asmeskas; nws tsim nyog hais txog tias kev sib koom ua ke txhua xyoo kev loj hlob ntawm kev lag luam tsheb yuav nce mus txog 185%, Muaj kev lag luam ntawm 155 lab nyiaj daus las.