He tohu nui te pēkerapu a Wolfspeed mō te umanga hiko hiko SiC

I tukuna e Wolfspeed, he kaiārahi roa i roto i te hangarau silicon carbide (SiC), he tono pēkerapu i tēnei wiki, he tohu tēnei i tētahi panonitanga nui i roto i te whenua haurua-ā-ringa SiC o te ao.

Ko te hinganga o te kamupene e whakaatu ana i ngā wero hohonu ake o te ahumahi whānui—te puhoi o te tono mō ngā waka hiko (EV), te whakataetae utu nui mai i ngā kaiwhakarato Hainamana, me ngā mōrearea e pā ana ki te whakawhānui kaha.

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Te Pēkerapū me te Hanga Anō

Hei paionia i roto i te hangarau SiC, kua tīmata a Wolfspeed i tētahi whakaaetanga tautoko hanganga anō e aro ana ki te whakaiti i te tata ki te 70% o āna nama e toe ana, me te tapahi i ngā utu huamoni ā-tau mā te tata ki te 60%.

I mua, i pāngia te kamupene e te pēhanga e piki haere ana nā te nui o ngā whakapaunga whakapaipai mō ngā whakaurunga hou me te whakataetae e piki haere ana mai i ngā kaiwhakarato SiC Hainamana. I kī a Wolfspeed mā tēnei mahi matatau ka pai ake te tūnga o te kamupene mō te angitu mō te wā roa, ā, ka āwhina hoki ki te pupuri i tōna kaiārahi i roto i te rāngai SiC.

"I a mātou e arotake ana i ngā kōwhiringa hei whakapakari i tā mātou pepa toenga me te whakatikatika anō i tā mātou hanganga whakapaipai, i whiriwhiria e mātou tēnei taahiraa rautaki nā te mea e whakapono ana mātou koinei te huarahi pai rawa atu mō Wolfspeed mō ngā rā kei te heke mai," te kī a te Tumu Whakarae, a Robert Feurle, i roto i tētahi kōrero.

I whakanui a Wolfspeed ka haere tonu āna mahi o ia rā i te wā o te tukanga pēkerapu, ka pupuri tonu i ngā tukunga ki ngā kiritaki, ā, ka utua hoki ngā kaiwhakarato mō ngā taonga me ngā ratonga hei wāhanga o ngā tikanga pakihi paerewa.

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Te Whakangao Nui rawa me ngā Ārai o te Mākete

Haunga te tipu haere o te whakataetae i Haina, tera pea kua nui rawa te haumi a Wolfspeed ki te kaha SiC, me te whakawhirinaki nui ki te tipu tonu o te mākete EV.

Ahakoa kei te haere tonu te whakamahi i ngā waka hiko puta noa i te ao, kua puhoi haere te tere i roto i ētahi rohe nui. Tērā pea nā tēnei puhoi haere i kore ai a Wolfspeed e whakaputa moni whiwhi hei whakatutuki i ngā nama me ngā herenga huamoni.

Ahakoa ngā arai o nāianei, kei te pai tonu te tirohanga roa mō te hangarau SiC, nā te pikinga ake o te hiahia mō ngā EV, ngā hanganga pūngao whakahou, me ngā pokapū raraunga e whakamahia ana e te AI.

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Te Aranga Ake o Haina me te Pakanga Utu

E ai kiNikkei Āhia, kua kaha te whakawhānui atu a ngā kamupene Haina ki te rāngai SiC, ā, kua panaia ngā utu ki ngā taumata iti rawa o mua. I hokona ngā wafer SiC 6-inihi a Wolfspeed mō te $1,500 i mua; inaianei kei te tuku ngā hoa whakataetae Hainamana i ngā hua rite mō te $500 noa iho—he iti iho rānei.

E ai ki te kamupene rangahau mākete a TrendForce, ko Wolfspeed te kaipupuri i te wāhanga mākete nui rawa atu i te tau 2024, arā, ko te 33.7%. Heoi anō, kei te tere te hopu a TanKeBlue me SICC o Haina i a rātou, me ngā wāhanga mākete o te 17.3% me te 17.1%.

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Ka puta a Renesas i te maakete SiC EV

Kua pāngia hoki ōna hoa mahi e te pirau o Wolfspeed. Kua hainatia e te kaihanga maramara Hapanihi a Renesas Electronics he whakaaetanga tuku wafer $2.1 piriona me Wolfspeed hei whakanui ake i tana hanga semiconductor hiko SiC.

Heoi, nā te ngoikore o te tono mō ngā waka hiko me te tipu haere o te whakaputanga Hainamana, i pānuitia e Renesas ngā mahere ki te wehe atu i te mākete taputapu hiko SiC EV. E matapaetia ana e te kamupene ka ngaro pea i te $1.7 piriona i te haurua tuatahi o te tau 2025, ā, kua whakarerekētia te whakaaetanga mā te huri i tana moni tāpui ki ngā moni tāpui ka taea te whakawhiti, ngā hea noa, me ngā wārana i tukuna e Wolfspeed.

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Ngā raruraru o Infineon, CHIPS Act

Ko Infineon, tētahi atu kiritaki nui o Wolfspeed, kei te pāngia hoki e te koretake. Kua hainatia e rātou he whakaaetanga rahui kaha maha-tau me Wolfspeed hei pupuri i te tuku SiC. Kāore i te mārama mēnā ka mau tonu tēnei whakaaetanga i waenga i ngā tukanga pēke, ahakoa kua oati a Wolfspeed ki te haere tonu ki te whakatutuki i ngā ota a ngā kiritaki.

I tua atu, i rahua a Wolfspeed ki te whiwhi pūtea i raro i te US CHIPS and Science Act i te marama o Poutū-te-rangi. E ai ki ngā pūrongo koinei te whakakorenga pūtea kotahi nui rawa atu tae noa ki tēnei wā. Kāore anō kia tino mārama mēnā kei te arotakehia tonutia te tono pūtea.

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Ko wai ka whai hua?

E ai ki a TrendForce, tera pea ka tipu haere tonu ngā kaiwhakawhanake Hainamana—ina koa ko Haina te rangatira o te mākete EV o te ao. Heoi, tera pea ka whai hua ngā kaiwhakarato ehara i te US pēnei i a STMicroelectronics, Infineon, ROHM, me Bosch mā te tuku i ngā mekameka tuku rerekē me te mahi tahi me ngā kaihanga motuka hei wero i ngā rautaki rohe a Haina.