I-Silicon carbide (SiC) i-ceramics, ezidume ngamandla azo angavamile, ubulukhuni, ukumelana nezinga lokushisa eliphezulu, nokukhuthazelela ukugqwala, zikulungele ukushintsha izimboni kusukela kwezamandla kuye emkhathini. Ngaphandle kwezinzuzo zabo ezibonakalayo zangaphakathi, isimo sezwe esiguqukayo sobuchwepheshe, inqubomgomo, nokusimama kuqhuba amathuba okukhula angakaze abonwe ezinto zobumba ze-SiC. Lesi sihloko sihlola amathemba entuthuko yenguquko ye-SiC Ceramics, egxile ekuguquguqukeni kwezimakethe, amathrendi emisha, namashifu ezimboni zomhlaba wonke ahlukanisa umkhondo wawo wesikhathi esizayo ezinhlelweni ezivamile.
1. Ukwanda Kwemakethe Eqhumayo Kuqhutshwa Isidingo Se-Cross-Industry
Imakethe ye-ceramics ye-SiC yomhlaba wonke kulindeleke ukuthi ikhule ku-CAGR ka-9.2% ukusuka ngo-2024 kuya ku-2030, igqugquzelwa indima yayo engenakushintshwa kubuchwepheshe besizukulwane esilandelayo:
(1) I-Semiconductor Dominance: Njengomgogodla wama-electronics wamandla kuma-EVs nezinhlelo zamandla avuselelekayo, ama-substrates e-ceramic e-SiC abalulekile kumadivayisi ane-voltage ephezulu, amafrikhwensi aphezulu. Umkhakha we-EV uwodwa kulindeleke ukuthi uqhube ama-30% esidingo se-SiC ngo-2030.
(2) Umnotho Wendawo: Ngamasathelayithi angaphezu kuka-15,000 ahlelelwe ukwethulwa kuleli shumi leminyaka, izitsha zobumba ze-SiC zibalulekile ezintweni ezingasindi, ezimelana nemisebe kuma-thruster asathelayithi nezihlangu ezishisayo.
(3) I-Hydrogen Revolution: Ama-Electrolyzer e-Solid oxide (SOEC) yokukhiqiza i-hydrogen eluhlaza ancike ekuzinzeni kwe-SiC ezindaweni ezidlulele ze-redox, ziqondaniswe nokuhlosiwe kwe-decarbonization yomhlaba wonke.
2. I-Global Policy Tailwinds Reshaping Supply Chains
Ohulumeni babeka phambili izinto zobumba ze-SiC ezinhlelweni zamasu kazwelonke:
(1) Umthetho we-US CHIPS Act: Inikeza u-$52 webhiliyoni ukuze kuqiniswe amaketanga okunikezela nge-semiconductor, ngokukhiqizwa kwe-SiC wafer kuthola uxhaso oluqondisiwe.
(2) Uhlelo lweminyaka eyi-14 lwase-China lweminyaka emihlanu: Iqoka izitsha zobumba ezithuthukisiwe “njengezinto ezintsha ezibalulekile,” okuhloswe ngazo ukuzimela kwasekhaya okungama-70% ezingxenyeni ze-SiC ngo-2025.
(3) I-EU Critical Raw Materials Act: Ifaka i-silicon carbide ohlwini lwayo lwezinto ezisetshenziswayo, ekhuthaza ukukhiqizwa kwendawo ukuze kuncishiswe ukuthembela ekuthengisweni kwe-Asia.
3. I-Leapfrogging Yezobuchwepheshe Kwezokukhiqiza
Impumelelo ekuhlanganiseni nasekucutshungulweni inqoba izithiyo zomlando:
(1) Ukukhiqiza Okungeziwe: Ukuphrinta kwe-3D okusekelwe ku-laser manje kunika amandla izingxenye ze-SiC eziyinkimbinkimbi, ezinomumo oseduze nenetha ngokunemba okungu-<20 μm, kunciphisa udoti wempahla ngo-40%.
(2) Ukuthuthukiswa Kwenqubo Eqhutshwa yi-AI: Ama-algorithms okufunda komshini anciphisa izikhathi zokucwilisa ngo-35% kuyilapho ethuthukisa ukuqina kokuphuka kufika ku-25%.
(3) I-Quantum Leap in Purity: I-Plasma-enhanced chemical vapor deposition (PE-CVD) ifinyelela i-99.9995% yezingubo ze-SiC ehlanzekile, ivula izinhlelo zokusebenza ze-biomedical ekufakweni okuhlangene nokufakwa kwamazinyo.
4. Ukusimama Njengesisheshi Sokukhula
I-ceramics ye-SiC isiba i-linchpin yezinhlelo zezimboni eziyindilinga:
(1)Isiphakeli Sokungathathi hlangothi Kwekhabhoni: Ama-reactor ane-SiC-lined athuthukisa ukusebenza kahle kwe-catalytic kumasistimu wokuthwebula i-carbon ngo-18%, asekela ngokuqondile imigomo ye-net-zero.
(2) Ukuphakama Komjikelezo Wempilo: Uma kuqhathaniswa nezinsimbi zomdabu, izingxenye ze-SiC ezithandweni zezimboni zinciphisa ukusetshenziswa kwamandla ngo-22% ngaphezu kweminyaka yazo engu-10+ yokuphila.
(3) I-Recycling Innovation: Izinqubo ezintsha ze-hydrometallurgical zithola i-95% ye-SiC kusukela ezingxenyeni zokuphela kwempilo, ukuguqula imfucuza ibe yi-feedstock ehlanzekile kakhulu.
5. I-New Competitive Frontier: I-Ecosystem Collaboration
Njengoba ukuncintisana kwezimakethe kukhula, impumelelo incike ekubambisaneni kwamasu:
(1) Ukuhlanganiswa Okuqondile: Abaholi abafana ne-CoorsTek ne-KYOCERA bathola izimayini ze-silicon carbide feedstock ukuze bavikele amaketanga okunikezela.
(2) Ukusebenzisana Kwemboni Ehlukahlukene: Iziqhwaga zezimoto (isb, i-Tesla) zakha ngokuhlanganyela amadiski e-ceramic brake e-SiC nabahlinzeki bezinto ezibonakalayo, aqondise ukwehlisa isisindo ngo-50% ngokumelene nensimbi ekhonjiwe.
(3) I-Open Innovation Platforms: I-Global SiC Consortium, eyethulwe ngo-2023, ihlanganisa izinsiza ze-R&D ezivela ezinhlanganweni ezingu-50+ ukuze kumiswe izivumelwano zokuhlola nokusheshisa izinqubo zokunikeza izitifiketi.
6. Izimakethe Ezisafufusa Zichaza Kabusha Izidingo Zezwe
Ngenkathi izimakethe zendabuko zivuthwa, izisekelo ezintsha zokukhula ziyavela:
(1) INingizimu-mpumalanga ye-Asia: Indwangu ye-semiconductor e-Malaysia nase-Vietnam izoshayela ama-dollar ayizigidi eziyizinkulungwane ezingu-1.2 ngesidingo sesifunda se-SiC sobumba ngo-2027.
(2) I-Afrika: Amaphrojekthi wokuthuthukisa izimayini endaweni yase-Copperbelt adinga izingxenye zokugqokwa ezisekelwe ku-SiC, nokudala imakethe ye-niche eyizigidi ezingu-$300.
(3) Ingqalasizinda ye-Arctic: Njengoba imizila ye-polar ivuleka, izinto zobumba ze-SiC zibalulekile kuzinzwa ezimelana neqhwa namaseli kaphethiloli wezinga eliphansi lokushisa eliphansi kumahabhu wezinto ze-Arctic.
Isiphetho: Ukuzulazula ku-SiC Ceramics Renaissance
Imboni ye-silicon carbide ceramics imi endaweni yokushintshashintsha, lapho isifiso sobuchwepheshe sihlangabezana nokuphuthuma kwe-geopolitical kanye nemvelo. Ngenani lemakethe elicatshangelwayo elingaphezu kwezigidigidi eziyi-12 zamaRandi ngo-2030, ukukhula kwayo ngeke kulolongelwe izakhiwo ezibonakalayo kuphela, kodwa ngendlela ababambiqhaza abangakwazi ngayo:
- Sebenzisa izindlela zokuxhasa ngezimali izinkampani ezizimele
- Ukuvala igebe lamathalenta ngezinhlelo ezikhethekile zobunjiniyela be-ceramic
- Thuthukisa amaketanga okuhlinzeka ashesha, anezigaba eziningi
- Qondanisa imigwaqo yomkhiqizo ne-UN Sustainable Development Goals
Emabhizinisini acabanga phambili, izinto zobumba ze-silicon carbide zimelela okungaphezu kwezinto ezisebenza kahle kakhulu—ziyimpahla yamasu emncintiswaneni womhlaba wonke wobukhosi bezobuchwepheshe kanye nezimboni ezisimeme. Umbuzo awusekho ukuthi i-Ceramics ye-SiC izoguqula izimboni, kodwa izinhlangano zingashesha kangakanani ukuzivumelanisa nokusebenzisa amandla azo aphelele.
Isikhathi sokuthumela: Mar-19-2025