Liserame tsa silicon carbide (SiC), tse tsebahalang ka matla a tsona a ikhethang, ho thatafala, ho hanyetsa mocheso o phahameng, le ho mamella mafome, li ikemiselitse ho fetola liindasteri ho tloha ho eneji ho ea ho sefofane. Ntle le melemo ea tsona ea mantlha ea thepa, sebaka se fetohang sa theknoloji, leano le botsitso se khanna menyetla ea kholo e e-so ka e bonoa bakeng sa liserami tsa SiC. Sengoloa sena se hlahloba litebello tsa nts'etsopele ea phetoho ea liserami tsa SiC, se shebane le matla a 'maraka, mekhoa ea boqapi le liphetoho tsa indasteri ea lefats'e tse khethollang tsela ea eona ea bokamoso ho tsoa lits'ebetsong tse tloaelehileng.
1. Katoloso e potlakileng ea 'Maraka e khannoang ke tlhoko ea indasteri e fapaneng
Mmaraka oa lefats'e oa SiC ceramics o lebelletsoe ho hola ho CAGR ea 9.2% ho tloha ka 2024 ho isa ho 2030, o matlafalitsoe ke karolo ea ona e ke keng ea nkeloa sebaka mahlaleng a moloko o latelang:
（1）Taolo ea Semiconductor: E le mokokotlo oa lisebelisoa tsa motlakase tsa motlakase ho li-EV le litsamaiso tsa matla a nchafatsoang, li-substrate tsa ceramic tsa SiC li bohlokoa bakeng sa lisebelisoa tse nang le motlakase o phahameng le maqhubu a phahameng. Lekala la EV feela le lebelletsoe ho khanna 30% ea tlhoko ea SiC ka 2030.
（2）Moruo oa Sebaka: Ka li-satellite tse fetang 15,000 tse reretsoeng ho qala lilemong tsena tse leshome, li-ceramic tsa SiC li bohlokoa bakeng sa likarolo tse bobebe, tse hanelang mahlaseli a kotsi ho li-thruster tsa sathelaete le lithebe tsa mocheso.
（3）Phetohelo ea Hydrogen: Li-electrolyzer tsa oxide e tiileng (SOEC) bakeng sa tlhahiso ea haedrojene e tala li itšetlehile ka botsitso ba SiC libakeng tse feteletseng tsa redox, li lumellana le lipheo tsa lefats'e tsa ho tlosa khabone.
2. Leano la Lefatše la Tailwinds le Bopang Bocha Liketane tsa Phepelo
Mebuso e beha pele liserame tsa SiC mererong ea maano a naha:
（1）Molao oa US CHIPS: O aba $52 bilione ho matlafatsa liketane tsa phepelo ea li-semiconductor, 'me tlhahiso ea SiC wafer e fumana lithuso tse reriloeng.
（2）Morero oa Lilemo tse Hlano oa Chaena oa bo-14: O khetholla li-ceramic tse tsoetseng pele e le "thepa e ncha ea bohlokoa," e ikemiselitseng ho ikemela ka hare ho 70% ea likarolo tsa SiC ka 2025.
（3）Molao oa Lihlahisoa tse Tala tsa Bohlokoa tsa EU: O kenyelletsa silicon carbide lethathamong la thepa ea maano, o khothaletsa tlhahiso ea lehae ho fokotsa ho itšetleha ka thepa e tsoang linaheng tse ling tsa Asia.
3. Ho Tlola Tekanyo ea Theknoloji Tlhahisong
Menyetla e meholo ea ho kopanya le ho sebetsana le eona e hlola mathata a nalane:
（1）Tlhahiso ea Tlatsetso: Khatiso ea 3D e thehiloeng ho laser joale e nolofalletsa likarolo tse rarahaneng tsa SiC tse nang le sebopeho se batlang se le haufi le nete tse nang le ho nepahala ho tlase ho 20 μm, e leng se fokotsang litšila tsa thepa ka 40%.
（2）Ntlafatso ea Ts'ebetso e Tsamaiswang ke AI: Li-algorithms tsa ho ithuta mochini li fokotsa linako tsa ho sinter ka 35% ha ka nako e ts'oanang li eketsa ho tiea ha ho robeha ka ho fihlela ho 25%.
（3）Ho Tlola ha Quantum ho Hloekileng: Ho beoa ha mouoane oa lik'hemik'hale tse ntlafalitsoeng ke plasma (PE-CVD) ho fihlella 99.9995% ea lipente tsa SiC tse hloekileng, ho notlolla lits'ebetso tsa bongaka ho li-replacement tsa manonyeletso le li-implant tsa meno.
4. Ho tsitsa e le Se potlakisang Kgolo
Liserame tsa SiC li fetoha motheo oa litsamaiso tsa indasteri tse chitja:
（1）Mothusi oa ho se nke lehlakore ha khabone: Li-reactor tse nang le SiC li ntlafatsa katleho ea li-catalytic litsamaisong tsa ho hapa khabone ka 18%, li tšehetsa ka kotloloho lipheo tsa net-zero.
（2）Bophahamo ba Potoloho ea Bophelo: Ha ho bapisoa le litšepe tsa setso, likarolo tsa SiC tse ka har'a lionto tsa indasteri li fokotsa tšebeliso ea matla ka 22% nakong ea bophelo ba tsona ba lilemo tse 10+.
（3）Boqapi ba ho Sebelisa Hape: Mekhoa e mecha ea hydrometallurgical e khutlisa 95% ea SiC ho tsoa likarolong tsa ho qetela tsa bophelo, e fetola litšila hore e be phepelo e hloekileng haholo.
5. Moeli o Mocha oa Tlholisano: Tšebelisano-'moho ea Tikoloho
Ha tlholisano ea 'maraka e ntse e eketseha, katleho e itšetlehile ka likamano tsa maano:
（1）Kopanyo e otlolohileng: Baetapele ba kang CoorsTek le KYOCERA ba fumana merafo ea silicon carbide feedstock ho sireletsa liketane tsa phepelo.
（2）Mekhatlo e Kopantseng Indasteri: Liqhobane tsa likoloi (mohlala, Tesla) li sebelisana 'moho ho nts'etsapele li-disk tsa brake tsa ceramic tsa SiC le bafani ba thepa, tse shebaneng le phokotso ea boima ba 50% khahlanong le tšepe e entsoeng ka tšepe.
（3）Li-platform tsa Boqapi bo Bulehileng: Mokhatlo oa Lefatše oa SiC, o qalileng ka 2023, o kopanya mehloli ea R&D ho tsoa mekhatlong e fetang 50 ho etsa hore liprothokholo tsa liteko li be maemong a tloaelehileng le ho potlakisa lits'ebetso tsa setifikeiti.
6. Mebaraka e Hlahang e Hlalosa Botjha Sebaka sa Tlhokeho
Ha mebaraka ya setso e ntse e hola, ho hlaha dihloho tse ntjha tsa kgolo:
（1）Asia Boroa-bochabela: Lihlahisoa tsa semiconductor Malaysia le Vietnam li tla eketsa tlhoko ea SiC ceramic ea libaka ka $1.2 bilione ka 2027.
(2) Afrika: Merero ea ntlafatso ea merafo sebakeng sa Copperbelt e hloka likarolo tsa ho tsofala tse thehiloeng ho SiC, e leng se etsang hore ho be le 'maraka o ikhethileng oa $300 milione.
（3）Meralo ea Motheo ea Arctic: Ha litsela tsa polar li buleha, liserami tsa SiC lia hlokahala bakeng sa li-sensor tse hanelang leqhoa le lisele tsa mafura tse mocheso o tlase libakeng tsa Arctic logistics.
Qetello: Ho Tsamaea Tsosolosong ea SiC Ceramics
Indasteri ea li-ceramic tsa silicon carbide e eme sebakeng sa ho phahama ha maemo, moo takatso ea theknoloji e kopanang le ho potlaka ha lipolotiki le tikoloho. Ka boleng ba 'maraka bo lebelletsoeng bo fetang $12 bilione ka 2030, kholo ea eona e ke ke ea bōptjoa ke thepa ea thepa feela, empa le ke hore na bankakarolo ba ka etsa joang ka katleho:
- Sebelisa mekhoa ea lichelete tsa sechaba le tsa poraefete
- Tlosa lekhalo la talenta ka mananeo a khethehileng a boenjiniere ba letsopa
- Hlahisa liketane tsa phepelo tse potlakileng, tse nang le maemo a mangata
- Hokela dipehelo tsa dihlahiswa le Dipakane tsa Ntshetso-pele e Tswelang Pele ya UN
Bakeng sa dikgwebo tse nahanang ka bokamoso, diserame tsa silicon carbide di emela ho feta thepa e sebetsang hantle feela—ke letlotlo la mawa peisong ya lefatshe ya boipuso ba theknoloji le indasteri e tsitsitseng. Potso ha e sa le hore na diserame tsa SiC di tla fetola diindasteri, empa ke hore na mekgatlo e ka ikamahanya le maemo kapele hakae ho sebedisa bokgoni ba yona bo felletseng.
Nako ea poso: Hlakubele-19-2025