Cov khoom siv silicon carbide (SiC) ceramics, uas paub txog lawv lub zog tshwj xeeb, qhov nyuaj, kev tiv taus kub siab, thiab kev tiv taus xeb, tau npaj siab los hloov pauv kev lag luam xws li lub zog mus rau aerospace. Tshaj li lawv cov txiaj ntsig ntawm cov khoom siv, qhov kev hloov pauv ntawm thev naus laus zis, txoj cai, thiab kev ruaj khov yog tsav tsheb txoj hauv kev loj hlob tsis tau muaj dua rau SiC ceramics. Tsab xov xwm no tshawb nrhiav cov kev cia siab ntawm kev hloov pauv ntawm SiC ceramics, tsom mus rau kev ua lag luam, kev hloov pauv tshiab, thiab kev hloov pauv thoob ntiaj teb uas sib txawv nws txoj kev mus tom ntej los ntawm cov ntawv thov ib txwm muaj.
1. Kev Nthuav Dav ntawm Kev Lag Luam Uas Muaj Kev Xav Tau Ntau Yam Hauv Kev Lag Luam
Kev lag luam thoob ntiaj teb SiC ceramics kwv yees tias yuav loj hlob ntawm CAGR ntawm 9.2% txij li xyoo 2024 txog 2030, vim nws lub luag haujlwm tseem ceeb hauv cov thev naus laus zis tom ntej:
(1) Kev Tswj Xyuas Semiconductor: Raws li lub hauv paus ntawm cov khoom siv hluav taws xob hauv EVs thiab cov tshuab hluav taws xob rov ua dua tshiab, SiC ceramic substrates yog qhov tseem ceeb rau cov khoom siv hluav taws xob siab, zaus siab. Lub EV sector ib leeg yuav tsav 30% ntawm SiC qhov kev thov los ntawm 2030.
(2) Kev Lag Luam Hauv Chaw: Nrog ntau dua 15,000 lub satellites teem sijhawm rau kev tshaj tawm xyoo caum no, SiC ceramics yog qhov tseem ceeb rau cov khoom sib dua, tiv taus hluav taws xob hauv cov satellite thrusters thiab thermal shields.
(3) Kev Hloov Pauv Hydrogen: Cov khoom siv hluav taws xob oxide electrolyzers (SOEC) rau kev tsim cov hydrogen ntsuab vam khom SiC qhov ruaj khov hauv cov chaw redox hnyav, ua raws li cov hom phiaj decarbonization thoob ntiaj teb.
2. Txoj Cai Thoob Ntiaj Teb Hloov Kho Cov Khoom Siv
Tsoom fwv tab tom muab SiC ceramics tso ua ntej hauv cov phiaj xwm tseem ceeb hauv tebchaws:
(1) Txoj Cai CHIPS ntawm Tebchaws Meskas: Muab $ 52 billion los txhawb cov saw hlau semiconductor, nrog rau kev tsim khoom SiC wafer tau txais kev pab nyiaj tshwj xeeb.
(2) Tuam Tshoj Txoj Kev Npaj Tsib Xyoo Thib 14: Xaiv cov khoom siv av nplaum siab heev ua "cov khoom siv tshiab tseem ceeb," lub hom phiaj rau 70% kev txaus siab rau tus kheej hauv tsev hauv cov khoom SiC los ntawm xyoo 2025.
(3) Txoj Cai Lij Choj Txog Cov Khoom Siv Raw Tseem Ceeb ntawm EU: suav nrog silicon carbide hauv nws daim ntawv teev cov khoom siv tseem ceeb, txhawb kom muaj kev tsim khoom hauv zos kom txo tau kev vam khom rau cov khoom xa tuaj ntawm Es Xias.
3. Kev Dhia Dhia Hauv Kev Tsim Khoom
Cov kev hloov pauv tshiab hauv kev sib xyaw thiab kev ua tiav tau kov yeej cov teeb meem keeb kwm:
(1) Kev Tsim Khoom Ntxiv: Kev luam ntawv 3D siv laser tam sim no ua rau cov khoom SiC nyuaj, ze-net-puab nrog qhov tseeb <20 μm, txo cov khoom pov tseg los ntawm 40%.
(2) Kev Txhim Kho Txheej Txheem AI: Cov txheej txheem kawm tshuab txiav lub sijhawm sintering los ntawm 35% thaum txhim kho qhov tawg tawv los ntawm txog li 25%.
(3) Quantum Leap hauv Purity: Plasma-enhanced chemical vapor deposition (PE-CVD) ua tiav 99.9995% pure SiC coatings, qhib cov ntawv thov biomedical hauv kev hloov pob qij txha thiab kev cog hniav.
4. Kev ruaj khov ua tus pab txhawb kev loj hlob
SiC ceramics tab tom dhau los ua qhov tseem ceeb ntawm cov txheej txheem kev lag luam ncig:
(1) Cov Khoom Siv Ua Kom Tsis Muaj Pa roj Carbon: Cov reactors uas muaj SiC ua kom cov catalytic efficiency hauv cov tshuab ntes pa roj carbon los ntawm 18%, txhawb nqa ncaj qha rau cov hom phiaj net-zero.
(2) Lub Neej Zoo Tshaj Plaws: Piv rau cov hlau ib txwm muaj, cov khoom SiC hauv cov cub tawg kev lag luam txo kev siv hluav taws xob los ntawm 22% dhau lawv lub neej 10+ xyoo.
(3) Kev Tsim Kho Dua Tshiab: Cov txheej txheem hydrometallurgical tshiab rov qab tau 95% ntawm SiC los ntawm cov khoom siv thaum kawg ntawm lub neej, hloov cov khib nyiab mus rau hauv cov khoom noj khoom haus huv siab.
5. Txoj Kev Sib Tw Tshiab: Kev Koom Tes Hauv Ecosystem
Thaum kev sib tw ua lag luam nce ntxiv, kev vam meej nyob ntawm kev koom tes ua lag luam:
(1) Kev Sib Koom Ua Ke Ntsug: Cov thawj coj zoo li CoorsTek thiab KYOCERA tab tom yuav cov chaw tsim khoom noj silicon carbide los ua kom muaj kev ruaj ntseg ntawm cov saw hlau.
(2) Kev Koom Tes Thoob Plaws Kev Lag Luam: Cov tuam txhab loj hauv tsheb (piv txwv li, Tesla) tab tom koom tes tsim cov khoom siv nres SiC ceramic nrog cov neeg muab khoom siv, tsom mus rau 50% txo qhov hnyav piv rau cov hlau cam khwb cia.
(3) Cov Platforms Tshiab Qhib: Lub Koom Haum Thoob Ntiaj Teb SiC, uas tau tsim tawm xyoo 2023, muab cov peev txheej R&D los ntawm 50+ lub koom haum los ua kom cov txheej txheem kuaj mob zoo thiab ua kom cov txheej txheem ntawv pov thawj sai dua.
6. Cov Lag Luam Tshiab uas Rov Txhais Dua Qhov Xav Tau Hauv Cheeb Tsam
Thaum cov lag luam ib txwm loj hlob tuaj, cov chaw tshiab ntawm kev loj hlob tab tom tshwm sim:
(1) Cov teb chaws Es Xias Qab Teb: Cov chaw tsim khoom siv semiconductor hauv Malaysia thiab Nyab Laj yuav tsav $ 1.2 billion hauv kev thov khoom siv SiC hauv cheeb tsam los ntawm xyoo 2027.
(2) Tebchaws Africa: Cov haujlwm tsim kho tshiab hauv thaj av Copperbelt xav tau cov khoom siv hnav SiC, tsim kom muaj kev lag luam me me $ 300 lab.
(3) Kev Tsim Kho Arctic: Thaum cov kev hla polar qhib, SiC ceramics yog qhov tseem ceeb rau cov sensors tiv taus dej khov thiab cov roj teeb kub qis hauv Arctic logistics hubs.
Xaus Lus: Kev Taw Qhia Txog SiC Ceramics Renaissance
Kev lag luam ceramics silicon carbide sawv ntawm qhov chaw hloov pauv, qhov twg lub hom phiaj thev naus laus zis ntsib qhov kev kub ntxhov ntawm geopolitical thiab ib puag ncig. Nrog rau tus nqi lag luam kwv yees tshaj $ 12 billion los ntawm 2030, nws txoj kev loj hlob yuav raug tsim tsis yog los ntawm cov khoom siv xwb, tab sis los ntawm seb cov neeg koom nrog tuaj yeem ua tau zoo li cas:
- Siv cov txheej txheem nyiaj txiag ntawm pej xeem thiab ntiag tug
- Txuas qhov sib txawv ntawm cov txuj ci los ntawm cov kev kawm tshwj xeeb txog kev tsim kho av nplaum
- Tsim cov saw hlau uas yooj ywm thiab muaj ntau theem
- Ua kom cov phiaj xwm khoom lag luam sib haum nrog UN Sustainable Development Goals
Rau cov lag luam uas xav txog yav tom ntej, silicon carbide ceramics sawv cev ntau dua li cov khoom siv ua tau zoo - lawv yog cov khoom muaj nqis hauv kev sib tw thoob ntiaj teb rau kev tswj hwm thev naus laus zis thiab kev lag luam ruaj khov. Lo lus nug tsis yog tias SiC ceramics yuav hloov pauv kev lag luam, tab sis cov koom haum tuaj yeem hloov kho sai npaum li cas los siv lawv lub peev xwm tag nrho.
Lub sijhawm tshaj tawm: Lub Peb Hlis-19-2025