Iherezo ryigihe? Impyisi Yihuta Guhindura Imiterere ya SiC

Wolfspeed Ihomba Ibimenyetso Byingenzi Guhindura Inganda za SiC Semiconductor

Wolfspeed, umuyobozi umaze igihe kinini mu ikoranabuhanga rya silicon karbide (SiC), yatanze ikirego mu gihombo muri iki cyumweru, ibyo bikaba byerekana ko hari ihinduka rikomeye ry’imiterere y’imyororokere ya SiC ku isi.

Ihungabana ry’isosiyete ryerekana ibibazo byugarije inganda zose - kugabanya umuvuduko w’imodoka zikoresha amashanyarazi (EV), irushanwa rikomeye ry’ibiciro by’abatanga ibicuruzwa mu Bushinwa, hamwe n’ingaruka ziterwa no kwaguka gukabije.

Guhomba no kuvugurura

Nkumupayiniya mu ikoranabuhanga rya SiC, Wolfspeed yatangije amasezerano yo gushyigikira ivugurura agamije kugabanya hafi 70% y’umwenda udasanzwe no kugabanya inyungu z’amafaranga buri mwaka hafi 60%.

Mbere, isosiyete yari yahuye n’igitutu cyinshi kubera amafaranga menshi yakoreshejwe mu nyubako nshya no kongera amarushanwa yatanzwe n’abatanga ibicuruzwa mu Bushinwa SiC. Wolfspeed yavuze ko iki cyemezo gifatika kizafasha isosiyete ikora neza mu gihe kirekire kandi ikanafasha gukomeza kuyobora mu murenge wa SiC.

Mu ijambo rye, Umuyobozi mukuru, Robert Feurle yagize ati: "Mu gusuzuma uburyo bwo gushimangira impapuro zacu no guhindura imiterere shingiro yacu, twahisemo iyi ntambwe kuko twizera ko ari imyanya myiza Wolfspeed ejo hazaza."

Wolfspeed yashimangiye ko bizakomeza ibikorwa bisanzwe mu gihe cyo guhomba, gukomeza kugemura abakiriya, no kwishyura abatanga ibicuruzwa na serivisi mu rwego rw’ubucuruzi busanzwe.

Ishoramari ryinshi hamwe nisoko ryisoko

Usibye amarushanwa yo mu Bushinwa yiyongera, Wolfspeed ishobora kuba yararenze cyane mu bushobozi bwa SiC, amabanki cyane ku kuzamuka kw'isoko rirambye rya EV.

Mugihe iyakirwa rya EV rikomeje kwisi yose, umuvuduko wagabanutse mubice byinshi byingenzi. Uku gutinda gushobora kuba kwaragize uruhare mu kuba Wolfspeed idashobora kwinjiza amafaranga ahagije kugirango yishyure umwenda ninshingano zinyungu.

Nubwo muri iki gihe hasubiye inyuma, icyerekezo kirekire cy’ikoranabuhanga rya SiC gikomeje kuba cyiza, giterwa n’ubwiyongere bukenewe muri za EV, ibikorwa remezo by’ingufu zishobora kongera ingufu, hamwe n’ibigo bikoresha ingufu za AI.

Ubushinwa bwazamutse n'intambara y'ibiciro

UkurikijeNikkei Aziya, Amasosiyete y'Abashinwa yaguye cyane mu murenge wa SiC, bituma ibiciro bigabanuka. Wafers ya Wolfspeed ya santimetero 6 ya SiC yigeze kugurishwa $ 1.500; Abashinwa bahanganye ubu batanga ibicuruzwa bisa nk $ 500 - cyangwa birenze.

Ikigo cy’ubushakashatsi ku isoko TrendForce kivuga ko Wolfspeed yagize imigabane myinshi ku isoko muri 2024 kuri 33.7%. Nyamara, Ubushinwa TanKeBlue na SICC burimo gufata vuba, imigabane yisoko ikaba 17.3% na 17.1%.

Renesas Yasohoye Isoko rya SiC EV

Guhomba kwa Wolfspeed byagize ingaruka no ku bafatanyabikorwa bayo. Uruganda rukora chipi rw’Ubuyapani Renesas Electronics rwasinyanye na Wolfspeed amasezerano yo gutanga wafer miliyari 2.1 y’amadolari kugira ngo yongere umusaruro w’amashanyarazi ya SiC.

Icyakora, kubera intege nke za EV no kongera umusaruro w’Ubushinwa, Renesas yatangaje gahunda yo kuva ku isoko ry’ibikoresho by’amashanyarazi bya SiC EV. Isosiyete iteganya gufata igihombo kingana na miliyari 1.7 z'amadolari mu gice cya mbere cy'umwaka wa 2025 kandi yavuguruye ayo masezerano mu guhindura amafaranga yabikijwe mu mpapuro zahinduwe na Wolfspeed, impapuro zisanzwe, hamwe na warrants.

Infineon, CHIPS Itegeko Rigoye

Infineon, undi mukiriya ukomeye wa Wolfspeed, nawe ahura nikibazo. Yari yarasinyanye amasezerano yimyaka myinshi yo kubika ubushobozi na Wolfspeed kugirango itange isoko rya SiC. Niba aya masezerano akomeje kugira agaciro mu gihe cyo guhomba ntikiramenyekana, nubwo Wolfspeed yiyemeje gukomeza kuzuza ibyo abakiriya batumije.

Byongeye kandi, Wolfspeed yananiwe kubona inkunga hakurikijwe amategeko ya CHIPS yo muri Amerika muri Werurwe. Bivugwa ko aribwo buryo bunini bwo kwangwa inkunga kugeza ubu. Kugeza ubu ntiharamenyekana niba inkunga yatanzwe iracyasuzumwa.

Ninde uhagaze ku nyungu?

Nk’uko TrendForce ibitangaza, abashoramari b'Abashinwa bashobora gukomeza kwiyongera - cyane cyane bitewe n'Ubushinwa bwiganje ku isoko rya EV ku isi. Nyamara, abatanga ibicuruzwa muri Amerika nka STMicroelectronics, Infineon, ROHM, na Bosch nabo barashobora kubona umwanya mugutanga ubundi buryo bwo gutanga amasoko no gufatanya nabakora amamodoka kugirango bahangane ningamba z’ubushinwa.