{"id":67745,"date":"2024-04-16T09:41:16","date_gmt":"2024-04-16T01:41:16","guid":{"rendered":"https:\/\/www.cnledw.com\/?p=67745"},"modified":"2024-04-16T09:41:16","modified_gmt":"2024-04-16T01:41:16","slug":"12%e5%ae%b6sic%e7%9b%b8%e5%85%b3%e5%a4%a7%e5%8e%82%e4%b8%9a%e7%bb%a9pk%ef%bc%8c%e8%b0%81%e6%9c%80%e8%b5%9a%e9%92%b1%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/www.cnledw.com\/info\/newsdetail-67745.html","title":{"rendered":"12\u5bb6SiC\u76f8\u5173\u5927\u5382\u4e1a\u7ee9PK\uff0c\u8c01\u6700\u8d5a\u94b1\uff1f"},"content":{"rendered":"

2023\u5e74\uff0c\u5168\u7403SiC\u4ea7\u4e1a\u5ef6\u7eed\u4e86\u706b\u70ed\u52bf\u5934\uff0c\u4f34\u968f\u7740\u589e\u8d44\u6269\u4ea7\u3001\u91cf\u4ea7\u51fa\u8d27\u3001\u7b7e\u7ea6\u5408\u4f5c\u7b49\u4e00\u7cfb\u5217\u52a8\u4f5c\uff0c\u5404\u5927\u5382\u5546\u7eb7\u7eb7\u5bfb\u6c42\u4e3a\u4e1a\u7ee9\u589e\u957f\u6dfb\u7816\u52a0\u74e6\uff0c\u56f4\u7ed5SiC\u4ea7\u4e1a\u94fe\u5404\u4e2a\u73af\u8282\uff0c\u76f8\u5173\u4f01\u4e1a\u6301\u7eed\u52a0\u56fa\u62a4\u57ce\u6cb3\uff0c\u610f\u56fe\u5148\u7a33\u4f4f\u57fa\u672c\u76d8\uff0c\u518d\u4f3a\u673a\u5ef6\u4f38\u89e6\u89d2\u3002<\/p>\n

2023\u5e74\uff0c\u65b0\u80fd\u6e90\u6c7d\u8f66\u5e02\u573a\u9ad8\u901f\u589e\u957f\u5e26\u52a8SiC\u529f\u7387\u5668\u4ef6\u52a0\u901f\u201c\u4e0a\u8f66\u201d\uff0c\u82f1\u98de\u51cc\u3001\u610f\u6cd5\u534a\u5bfc\u4f53\u3001\u535a\u4e16\u7b49\u5668\u4ef6\u5382\u5546\u76f4\u63a5\u53d7\u76ca\uff0c\u4ece\u800c\u5b9e\u73b0\u8425\u6536\u51c0\u5229\u53cc\u53cc\u589e\u957f\uff0c\u5c55\u73b0\u51fa\u5f3a\u5927\u7684\u76c8\u5229\u80fd\u529b\uff1b\u5668\u4ef6\u9700\u6c42\u6301\u7eed\u8d70\u9ad8\u523a\u6fc0Wolfspeed\u3001Coherent\u7b49\u886c\u5e95\u5382\u5546\u589e\u8d44\u6269\u4ea7\uff0c\u8d44\u672c\u652f\u51fa\u52a0\u5927\u5bfc\u81f4\u4e1a\u7ee9\u627f\u538b\uff0c\u9762\u4e34\u7684\u9996\u8981\u4efb\u52a1\u662f\u5b9e\u73b0\u626d\u4e8f\u4e3a\u76c8\u3002<\/p>\n

\u56fd\u9645SiC\u5382\u5546\u4e1a\u7ee9\u4e00\u89c8<\/strong><\/p>\n

\u5728\u96c6\u90a6\u5316\u5408\u7269\u534a\u5bfc\u4f53\u672c\u6b21\u7edf\u8ba1\u768412\u5bb6\u5382\u5546\u5f53\u4e2d\uff0cX-fab\u3001\u535a\u4e16\u3001\u7231\u601d\u5f3a\u3001Axcelis\u3001\u610f\u6cd5\u534a\u5bfc\u4f53\u3001\u82f1\u98de\u51cc\u3001\u4e09\u83f1\u7535\u673a\u57282023\u5e74\u90fd\u5904\u4e8e\u76c8\u5229\u72b6\u6001\uff0c\u4e14\u8425\u6536\u548c\u51c0\u5229\u6da6\u90fd\u5b9e\u73b0\u4e86\u4e00\u5b9a\u7a0b\u5ea6\u7684\u589e\u957f\u3002<\/p>\n

\"\"
<\/figcaption><\/figure>\n

\u5176\u4e2d\uff0cX-fab\u53bb\u5e74\u5168\u5e74\u8425\u65369.068\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f23%\uff1bEBITDA\u5229\u6da6\u4e3a2.456\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f82%\u30022023\u5e74\uff0cSiC\u4e1a\u52a1\u4e3aX-fab\u8d21\u732e\u4e860.73\u4ebf\u7f8e\u5143\u6536\u5165\u3002<\/p>\n

\u535a\u4e162023\u5e74\u8425\u6536916\u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f4%\uff1b\u96c6\u56e2\u5168\u5e74EBIT\u5229\u6da646\u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f24.32%\u30022023\u5e74\uff0c\u535a\u4e16\u6c7d\u8f66\u4e8b\u4e1a\u90e8\u5728\u4f20\u7edf\u71c3\u6cb9\u6280\u672f\u4ee5\u53ca\u65b0\u80fd\u6e90\u6c7d\u8f66\u9886\u57df\u8868\u73b0\u4eae\u773c\uff0c\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f7%\uff0c\u8fbe563\u4ebf\u6b27\u5143\uff1b\u5de5\u4e1a\u4e8b\u4e1a\u90e8\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f8%\uff0c\u81f375\u4ebf\u6b27\u5143\uff1b\u80fd\u6e90\u4e0e\u5efa\u7b51\u6280\u672f\u4e8b\u4e1a\u90e8\u9500\u552e\u989d\u589e\u957f9%\uff0c\u81f376\u4ebf\u6b27\u5143\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u5168\u7403\u5e02\u573a\u5bf9\u53ef\u518d\u751f\u5236\u70ed\u4ee5\u53ca\u9ad8\u80fd\u6548\u6280\u672f\u7684\u5f3a\u52b2\u9700\u6c42\u3002<\/p>\n

2023\u5e74\u5168\u5e74\uff0c\u5f97\u76ca\u4e8eSiC\u53caGaN\u529f\u7387\u5668\u4ef6\u5e02\u573a\u9700\u6c42\u63a8\u52a8\uff0c\u7231\u601d\u5f3a\u8425\u6536\u7ea6\u4e3a6.3\u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f36%\uff1b\u51c0\u5229\u6da6\u4e3a1.45\u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f45%\u3002\u5176\u4e2d\uff0cSiC\/GaN\u8bbe\u5907\u6536\u5165\u5206\u522b\u5360\u51762023\u5e74\u8bbe\u5907\u603b\u6536\u5165\u768475%\u3001\u5168\u5e74\u603b\u6536\u5165\u768463%\uff0c\u7ea6\u4e3a3.97\u4ebf\u6b27\u5143\u3002<\/p>\n

Axcelis\uff08\u4e9a\u820d\u7acb\uff092023\u5e74\u8425\u653611.3\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f23%\uff0c\u51c0\u5229\u6da6\u4e3a2.463\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f35%\u30022023\u5e74\u4e2d\u56fd\u5e02\u573a\u8d21\u732e\u4e86Axcelis 40%\u523060%\u7684\u6536\u5165\uff0c\u5176\u4e2dSiC\u8ba2\u5355\u8868\u73b0\u7a81\u51fa\uff0c\u6210\u4e3aAxcelis\u4e3b\u8981\u5e02\u573a\u4e4b\u4e00\u3002<\/p>\n

\u610f\u6cd5\u534a\u5bfc\u4f532023\u5e74\u8425\u6536172.9\u4ebf\u7f8e\u5143\uff0c\u589e\u901f7.2%\uff1b\u51c0\u5229\u6da642.1\u4ebf\u7f8e\u5143\uff0c\u589e\u901f6.3%\u30022023\u5e74\uff0c\u610f\u6cd5\u534a\u5bfc\u4f53\u6c7d\u8f66\u4ea7\u54c1\u548c\u529f\u7387\u5206\u7acb\u5668\u4ef6\u8425\u6536\u53cc\u53cc\u589e\u957f\uff0c\u8425\u4e1a\u5229\u6da66.57\u4ebf\u7f8e\u5143\uff0c\u589e\u957f39.7%\uff0c\u8425\u4e1a\u5229\u6da6\u7387\u4e3a31.9%\uff0c\u800c2022\u5e74\u540c\u671f\u4e3a27.7%\u3002<\/p>\n

\u82f1\u98de\u51cc2023\u5e74\u8425\u6536160.59\u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f6.99%\uff1b\u51c0\u5229\u6da640.22\u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f9.40%\u30022023\u5e74\uff0c\u82f1\u98de\u51cc\u5728\u7535\u52a8\u6c7d\u8f66\u3001\u53ef\u518d\u751f\u80fd\u6e90\u53d1\u7535\u548c\u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u65b9\u9762\u7684\u4e1a\u52a1\u589e\u957f\u5f3a\u52b2\u3002<\/p>\n

\u5b89\u68ee\u7f8e2023\u5e74\u8425\u653682.53\u4ebf\u7f8e\u5143\uff0c\u4e0e2022\u5e74\u76f8\u6bd4\u57fa\u672c\u6301\u5e73\uff1b\u51c0\u5229\u6da621.84\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f14.8%\u30022023\u5e74\uff0c\u5b89\u68ee\u7f8e\u6c7d\u8f66\u4e1a\u52a1\u6536\u5165\u521b\u7eaa\u5f55\uff0c\u8fbe43\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f29%\uff0cSiC\u4e1a\u52a1\u6536\u5165\u540c\u6bd4\u589e\u957f4\u500d\u3002<\/p>\n

2023\u5e74\uff0c\u7f57\u59c6\u3001\u7eb3\u5fae\u534a\u5bfc\u4f53\u3001Wolfspeed\u3001Coherent\u56db\u5bb6\u5382\u5546\u4e1a\u7ee9\u8868\u73b0\u4e0d\u5c3d\u4eba\u610f\u3002\u5176\u4e2d\uff0c\u7f57\u59c6\u8425\u6536\u51c0\u5229\u53cc\u53cc\u4e0b\u6ed1\uff0c\u7eb3\u5fae\u534a\u5bfc\u4f53\u3001Wolfspeed\u3001Coherent\u5219\u5904\u4e8e\u4e8f\u635f\u72b6\u6001\u3002<\/p>\n

\u8fd1\u5e74\u6765\uff0c\u7f57\u59c6\u6b63\u5728\u52a0\u5feb\u5b9e\u65bdSiC\u6295\u8d44\u8ba1\u5212\uff0c\u8ba1\u5212\u57282021-2025\u5e74\u4e3aSiC\u4e1a\u52a1\u6295\u51651700\u4ebf-2200\u4ebf\u65e5\u5143\u3002\u5e9e\u5927\u7684\u6295\u8d44\u8ba1\u5212\uff0c\u6216\u5bf9\u7f57\u59c62023\u5e74\u4e1a\u7ee9\u9020\u6210\u4e86\u4e00\u5b9a\u7684\u8d1f\u9762\u5f71\u54cd\u3002<\/p>\n

\u76c8\u4e8f\u80cc\u540e\u7684SiC\u4ea7\u4e1a\u73b0\u72b6<\/strong><\/p>\n

2023\u5e74\uff0cSiC\u4ea7\u4e1a\u90e8\u5206\u56fd\u9645\u5de8\u5934\u8d5a\u5f97\u76d8\u6ee1\u94b5\u6ee1\uff0c\u8fd8\u6709\u90e8\u5206\u5382\u5546\u53ea\u80fd\u65e0\u5948\u541e\u4e0b\u589e\u6536\u4e0d\u589e\u5229\u751a\u81f3\u662f\u4e8f\u635f\u7684\u82e6\u679c\u3002\u7b80\u5355\u68b3\u7406\u4e00\u4e0b\uff0c\u4e0d\u96be\u53d1\u73b0\uff0c\u4eceSiC\u4ea7\u4e1a\u94fe\u5404\u73af\u8282\u6765\u770b\uff0c\u6218\u7ee9\u8f83\u4f73\u4f01\u4e1a\u5927\u591a\u4e3aSiC\u8bbe\u5907\u3001\u5668\u4ef6\/\u6a21\u5757\u76f8\u5173\u5382\u5546\u3002<\/p>\n

\u5176\u4e2d\uff0c\u7231\u601d\u5f3a\u548cAxcelis\u4e24\u5bb6SiC\u8bbe\u5907\u5382\u55462023\u5e74\u8425\u6536\u51c0\u5229\u5747\u5b9e\u73b0\u4e86\u4e24\u4f4d\u6570\u589e\u957f\uff0c\u589e\u901f\u8f83\u5feb\u3002\u5177\u4f53\u6765\u770b\uff0c\u7231\u601d\u5f3aG10-SiC\u53ef\u652f\u6301\u5ba2\u6237\u54118\u82f1\u5bf8\u6676\u5706\u8fc7\u6e21\uff0c\u53bb\u5e74\u8be5\u4ea7\u54c1\u8d21\u732e\u4e86\u8bbe\u5907\u603b\u6536\u5165\u7684\u7ea6\u4e09\u5206\u4e4b\u4e00\uff0c\u63a8\u52a8\u7231\u601d\u5f3a\u5728SiC\u9886\u57df\u7684\u5e02\u573a\u4efd\u989d\u8fbe50-60%\u30022023\u5e74\uff0cSiC\u8bbe\u5907\u4e1a\u52a1\u8425\u6536\u5360Axcelis\u603b\u8425\u6536\u768434%\uff0c\u6210\u4e3a\u5176\u4e1a\u7ee9\u91cd\u8981\u7ec4\u6210\u90e8\u5206\u548c\u589e\u957f\u52a8\u529b\u3002<\/p>\n

SiC\u4f5c\u4e3a\u5f53\u4e0b\u5341\u5206\u706b\u70ed\u7684\u8d5b\u9053\u4e4b\u4e00\uff0c\u5e02\u573a\u89c4\u6a21\u6b63\u5728\u6301\u7eed\u589e\u957f\uff0c\u636eTrendForce\u96c6\u90a6\u54a8\u8be2\u300a2023\u5168\u7403SiC\u529f\u7387\u534a\u5bfc\u4f53\u5e02\u573a\u5206\u6790\u62a5\u544a\u300b\u6570\u636e\uff0c2022\u5e74\u5168\u7403SiC\u529f\u7387\u5668\u4ef6\u5e02\u573a\u89c4\u6a21\u7ea616.1\u4ebf\u7f8e\u5143\uff0c\u81f32026\u5e74\u53ef\u8fbe\u523053.3\u4ebf\u7f8e\u5143\uff0cCAGR\u8fbe35%\u3002SiC\u4ea7\u4e1a\u6b63\u5728\u9ad8\u901f\u53d1\u5c55\uff0c\u8bbe\u5907\u4f5c\u4e3aSiC\u4ea7\u4e1a\u94fe\u4e2d\u7684\u91cd\u8981\u4e00\u73af\uff0c\u5e02\u573a\u9700\u6c42\u968f\u4e4b\u5feb\u901f\u4e0a\u884c\u3002<\/p>\n

\u4f46\u7531\u4e8eSiC\u6750\u6599\u5177\u5907\u9ad8\u786c\u5ea6\u3001\u9ad8\u7194\u70b9\u3001\u9ad8\u5bc6\u5ea6\u7b49\u7279\u6027\uff0c\u5bfc\u81f4\u886c\u5e95\u5207\u78e8\u629b\u52a0\u5de5\u8fc7\u7a0b\u975e\u5e38\u7f13\u6162\uff0c\u5916\u5ef6\u751f\u957f\u6240\u9700\u6e29\u5ea6\u6781\u9ad8\u4e14\u5de5\u827a\u7a97\u53e3\u5f88\u5c0f\uff0c\u82af\u7247\u5236\u7a0b\u5de5\u827a\u4e5f\u9700\u8981\u9ad8\u6e29\u9ad8\u80fd\u8bbe\u5907\u5236\u5907\u7b49\uff0c\u8fd9\u4e9b\u4e0d\u5229\u56e0\u7d20\u9020\u6210SiC\u8bbe\u5907\u5177\u6709\u4e00\u5b9a\u7684\u6280\u672f\u95e8\u69db\u3002<\/p>\n

\u800cSiC\u5668\u4ef6\u4ece\u6750\u6599\u5230\u5c01\u88c5\uff0c\u6d89\u53ca\u591a\u4e2a\u73af\u8282\uff0c\u6240\u9700\u8bbe\u5907\u4f17\u591a\uff0c\u5382\u5546\u5982\u679c\u9488\u5bf9\u886c\u5e95\u5236\u5907\u3001\u5916\u5ef6\u751f\u957f\u3001\u82af\u7247\u5c01\u88c5\u7b49\u4efb\u4e00\u73af\u8282\u7814\u53d1\u51fa\u5951\u5408\u7528\u6237\u9700\u6c42\u7684\u5173\u952e\u8bbe\u5907\uff0c\u5c31\u6709\u671b\u6536\u83b7\u53ef\u89c2\u7684\u9500\u552e\u4e1a\u7ee9\uff0c\u8fdb\u800c\u4fc3\u8fdb\u6574\u4f53\u8425\u6536\u589e\u957f\u3002<\/p>\n

\u76ee\u524d\uff0c\u56fd\u5185SiC\u4ea7\u4e1a\u5728\u6750\u6599\u751f\u957f\u3001\u5207\u78e8\u629b\u88c5\u5907\u548c\u8868\u5f81\u8bbe\u5907\u7b49\u65b9\u9762\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u4ecd\u7136\u9700\u8981\u4f9d\u8d56\u8fdb\u53e3\uff0c\u8fd9\u662f\u7531\u4e8e\u56fd\u5185\u5728\u5173\u952e\u88c5\u5907\u65b9\u9762\u4e0e\u56fd\u5916\u5148\u8fdb\u6c34\u5e73\u4ecd\u5b58\u5728\u6280\u672f\u5dee\u8ddd\u3002\u4f34\u968f\u7740\u56fd\u5185SiC\u4ea7\u4e1a\u5feb\u901f\u53d1\u5c55\uff0c\u88c5\u5907\u56fd\u4ea7\u5316\u52bf\u5728\u5fc5\u884c\uff0c\u5728\u6b64\u4e4b\u524d\uff0c\u56fd\u9645SiC\u8bbe\u5907\u5382\u5546\u5f97\u4ee5\u5728\u4e2d\u56fd\u5e02\u573a\u6301\u7eed\u62d3\u5c55\u4e1a\u52a1\uff0c\u800c\u4e2d\u56fd\u5e02\u573a\u8d21\u732e\u4e86Axcelis \u8fd1\u534a\u6536\u5165\u3001\u6210\u4e3aAxcelis\u4e3b\u8981\u5e02\u573a\u4e4b\u4e00\uff0c\u5c31\u662f\u4e00\u4e2a\u5b9e\u4f8b\u3002<\/p>\n

\u4e0e\u6b64\u540c\u65f6\uff0c\u5728\u6c7d\u8f66\u7535\u52a8\u5316\u8d8b\u52bf\u4e0b\uff0c\u56fd\u5185\u65b0\u80fd\u6e90\u6c7d\u8f66\u5e02\u573a\u5bf9\u4e8eSiC\u5668\u4ef6\/\u6a21\u5757\u9700\u6c42\u6301\u7eed\u52a0\u5927\uff0c\u4e5f\u5bf9\u56fd\u9645\u534a\u5bfc\u4f53\u5de8\u5934\u4eec\u76842023\u5e74\u4e1a\u7ee9\u6709\u4e00\u5b9a\u7684\u62c9\u52a8\u4f5c\u7528\uff0c\u5176\u4e2d\u5305\u62ec\u535a\u4e16\u3001\u610f\u6cd5\u534a\u5bfc\u4f53\u3001\u82f1\u98de\u51cc\u3001\u5b89\u68ee\u7f8e\u7b49\u5382\u5546\u3002<\/p>\n

\u57282023\u5e74\u5e95\u4eae\u76f8\uff0c\u5e76\u57282024\u5e743\u670828\u65e5\u6b63\u5f0f\u53d1\u5e03\u7684\u5c0f\u7c73\u6c7d\u8f66SU7\uff0c\u4e00\u7ecf\u53d1\u5e03\u5c31\u5f15\u53d1\u4e86\u5e7f\u6cdb\u5173\u6ce8\uff0c\u5728SiC\u7535\u63a7\u90e8\u5206\uff0c\u5c0f\u7c73SU7\u5355\u7535\u673a\u7248\uff08400V\u7535\u538b\u5e73\u53f0\uff09\u7535\u9a71\u4fbf\u642d\u8f7d\u4e86\u6765\u81ea\u535a\u4e16\u7684SiC\u82af\u7247\u30022023\u5e74\uff0c\u82f1\u98de\u51cc\u4e0e\u6df1\u5733\u82f1\u98de\u6e90\uff08Infypower\uff09\u5408\u4f5c\uff0c\u4e3a\u540e\u8005\u63d0\u4f9bSiC\u529f\u7387\u5668\u4ef6\uff0c\u4ee5\u63d0\u9ad8\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u7ad9\u6548\u7387\u3002\u5b89\u68ee\u7f8e\u4e0e\u7406\u60f3\u6c7d\u8f66\u7b7e\u7f72\u4f9b\u8d27\u534f\u8bae\uff0c\u52a0\u901fSiC\u5668\u4ef6\u4e0a\u8f66\u3002\u610f\u6cd5\u534a\u5bfc\u4f53\u5219\u57282023\u5e74\u4e0e\u6df1\u5733\u6b23\u9510\u79d1\u6280\u8fbe\u6210\u6218\u7565\u5408\u4f5c\uff0c\u5171\u540c\u5f00\u53d1\u8f66\u8f7d\u5145\u7535\u673aOBC\u7cfb\u7edf\u89e3\u51b3\u5e73\u53f0\u65b9\u6848\u3002<\/p>\n

2023\u5e74\uff0c\u90e8\u5206\u56fd\u9645\u534a\u5bfc\u4f53\u5de8\u5934\u7684SiC\u5668\u4ef6\/\u6a21\u5757\u4e1a\u52a1\u6293\u4f4f\u4e86\u4e2d\u56fd\u5e02\u573a\u53d1\u5c55\u673a\u9047\uff0c\u83b7\u5f97\u4e86\u4e30\u539a\u56de\u62a5\uff0c\u5e76\u5728\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u6210\u957f\u4e3a\u6574\u4f53\u4e1a\u7ee9\u7684\u589e\u957f\u5f15\u64ce\u4e4b\u4e00\u3002<\/p>\n

\u7f57\u59c6\u4f5c\u4e3aSiC\u5668\u4ef6\/\u6a21\u5757\u56fd\u9645\u4e3b\u6d41\u5382\u5546\u4e4b\u4e00\uff0c\u672c\u5e94\u8be5\u548c\u535a\u4e16\u3001\u610f\u6cd5\u534a\u5bfc\u4f53\u3001\u82f1\u98de\u51cc\u7b49\u5927\u5382\u540c\u6837\u53d6\u5f97\u4e1a\u7ee9\u589e\u957f\uff0c\u4f46\u4e8b\u5b9e\u5e76\u975e\u5982\u6b64\uff0c\u5927\u89c4\u6a21\u6295\u5165\u6216\u9020\u6210\u7f57\u59c6\u4e1a\u7ee9\u6b20\u4f73\u30022023\u5e747\u6708\uff0c\u7f57\u59c6\u5ba3\u5e03\u5176\u5bab\u5d0e\u7b2c\u4e8c\u5de5\u5382\u6b63\u5728\u6253\u90208\u82f1\u5bf8SiC\u4ea7\u7ebf\uff0c\u603b\u6295\u8d44\u8d85\u5343\u4ebf\u65e5\u5143\u3002<\/p>\n

\u6b64\u5916\uff0cWolfspeed\u3001Coherent\u4e24\u5927SiC\u886c\u5e95\u5de8\u59342023\u5e74\u5747\u4e8f\u635f\u8f83\u5927\uff0c\u4e0e\u4e8c\u8005\u6301\u7eed\u8fdb\u884c\u4ea7\u80fd\u6269\u5f20\u6709\u5173\u3002\u5728SiC\u5668\u4ef6\u9700\u6c42\u6301\u7eed\u4e0a\u6da8\u8d8b\u52bf\u4e0b\uff0c\u5168\u7403SiC\u4ea7\u4e1a\u6380\u8d77\u4e86\u4e00\u80a1\u589e\u8d44\u6269\u4ea7\u70ed\u6f6e\uff0c\u4f17\u591a\u886c\u5e95\u5382\u5546\u66f4\u662f\u4e00\u9a6c\u5f53\u5148\u3002<\/p>\n

\u4eca\u5e743\u6708\uff0cWolfspeed\u4f4d\u4e8e\u7f8e\u56fd\u5317\u5361\u7f57\u6765\u7eb3\u5dde\u67e5\u5854\u59c6\u53bf\u7684\u201cJohn Palmour\u78b3\u5316\u7845\u5236\u9020\u4e2d\u5fc3\u201d\u5c01\u9876\uff0c\u8be5\u4e2d\u5fc3\u603b\u6295\u8d44\u9ad8\u8fbe50\u4ebf\u7f8e\u5143\uff0c\u4e00\u671f\u5efa\u8bbe\u9884\u8ba1\u5c06\u4e8e2024\u5e74\u5e95\u7ae3\u5de5\uff0c\u5c06\u5236\u90208\u82f1\u5bf8SiC\u6676\u5706\u3002\u5c3d\u7ba1\u8be5\u9879\u76ee\u5c06\u663e\u8457\u6269\u5927Wolfspeed\u6750\u6599\u4ea7\u80fd\uff0c\u4f46\u8f83\u9ad8\u7684\u6295\u8d44\u989d\u4f7f\u5f97Wolfspeed\u77ed\u671f\u4e1a\u7ee9\u627f\u538b\uff0c\u8be5\u9879\u76ee\u8fd8\u4ec5\u4ec5\u53ea\u662fWolfspeed\u8fd1\u671f\u6269\u4ea7\u9879\u76ee\u4e4b\u4e00\u3002<\/p>\n

Coherent\u5219\u57282022\u5e743\u6708\u5ba3\u5e03\u5c06\u5728\u7f8e\u56fd\u4f0a\u65af\u987f\u5927\u89c4\u6a21\u5efa\u8bbe\u8fd130\u4e07\u5e73\u65b9\u82f1\u5c3a\u7684\u5de5\u5382\uff0c\u4ee5\u6269\u59276\u82f1\u5bf8\u548c8\u82f1\u5bf8SiC\u886c\u5e95\u548c\u5916\u5ef6\u7247\u7684\u751f\u4ea7\u30022023\u5e74\uff0cCoherent\u53c8\u5ba3\u5e03\u6269\u5927\u51768\u82f1\u5bf8\u886c\u5e95\u548c\u5916\u5ef6\u7247\u751f\u4ea7\u7684\u8ba1\u5212\uff0c\u7f8e\u56fd\u548c\u745e\u5178\u7684\u5927\u89c4\u6a21\u6269\u5efa\u9879\u76ee\u6b63\u5728\u8fdb\u884c\u4e2d\u3002\u4f34\u968f\u6269\u4ea7\u9879\u76ee\u8fdb\u884c\u7684\u662fCoherent\u6e90\u6e90\u4e0d\u65ad\u7684\u8d44\u672c\u652f\u51fa\uff0c\u672a\u80fd\u5b9e\u73b0\u76c8\u5229\u4e5f\u5728\u60c5\u7406\u4e4b\u4e2d\u3002<\/p>\n

SiC\u5e94\u7528\u8d8b\u52bf\u5e26\u52a8\u5382\u5546\u4e1a\u7ee9\u589e\u957f<\/strong><\/p>\n

\u672a\u6765\u4e00\u6bb5\u65f6\u95f4\u5185\uff0c\u4f34\u968f\u7740SiC\u6750\u6599\u3001\u5668\u4ef6\u4ea7\u80fd\u63d0\u5347\uff0c\u76f8\u5173\u8bbe\u5907\u5382\u5546\u4e1a\u7ee9\u6709\u671b\u518d\u4e0a\u4e00\u4e2a\u53f0\u9636\u3002\u5176\u4e2d\uff0c\u7231\u601d\u5f3a2023\u5e74\u8bbe\u5907\u8ba2\u5355\u79ef\u538b\u91cf\u5df2\u9ad8\u8fbe3.537\u4ebf\u6b27\u5143\uff0c\u663e\u793a\u4e86\u8f83\u5f3a\u7684\u5e02\u573a\u5f71\u54cd\u529b\uff0c\u6709\u671b\u57282024\u5e74\u8fdb\u4e00\u6b65\u6536\u83b7\u5ba2\u6237\u8ba2\u5355\u3002<\/p>\n

2023\u5e74\uff0cAxcelis\u4e0e\u591a\u4e2a\u5730\u533a\u7684\u5ba2\u6237\u5f00\u5c553\u9879Purion H200 SiC\u7cfb\u7edf\u6d4b\u8bd5\uff0c\u5176\u4e2d2\u4e2a\u7cfb\u7edf\u4e3a6\u82f1\u5bf8\uff0c\u53e6\u4e00\u4e2a\u7cfb\u7edf\u4e3a8\u82f1\u5bf8\u3002Axcelis\u603b\u88c1\u517c\u9996\u5e2d\u6267\u884c\u5b98Russell Low\u9884\u8ba1\u57282024\u5e74\uff0cSiC\u5c06\u5360Axcelis\u7cfb\u7edf\u603b\u6536\u5165\u768450%\u3002<\/p>\n

2024\u5e74\uff0c\u4ee5\u65b0\u80fd\u6e90\u6c7d\u8f66\u4e3a\u4ee3\u8868\u7684SiC\u70ed\u95e8\u5e94\u7528\u573a\u666f\u6709\u671b\u6301\u7eed\u9ad8\u4f4d\u8fd0\u884c\uff0c\u5404\u5927\u5de8\u5934\u76f8\u5173\u5e03\u5c40\u5e26\u6765\u7684\u4ef7\u503c\u5c06\u6301\u7eed\u91ca\u653e\u3002\u5176\u4e2d\uff0c\u610f\u6cd5\u534a\u5bfc\u4f53\u57282023\u5e74\u5e95\u548c2024\u5e743\u6708\u5206\u522b\u4e0e\u7406\u60f3\u6c7d\u8f66\u548c\u957f\u57ce\u6c7d\u8f66\u4e24\u5927\u56fd\u5185\u65b0\u80fd\u6e90\u6c7d\u8f66\u5934\u90e8\u5382\u5546\u643a\u624b\u5408\u4f5c\uff0c\u4e3a\u5176SiC\u5668\u4ef6\/\u6a21\u5757\u987a\u5229\u62ff\u4e0b\u5927\u5355\uff0c\u5e76\u6709\u671b\u4ee5\u65e2\u6709\u5408\u4f5c\u4e3a\u57fa\u7840\uff0c\u8fdb\u4e00\u6b65\u5728\u56fd\u5185\u5e02\u573a\u5438\u5f15\u5408\u4f5c\u673a\u4f1a\u3002\u5b89\u68ee\u7f8e\u5219\u5728\u4eca\u5e741\u6708\u7eed\u7b7e\u4e86\u4e0e\u7406\u60f3\u6c7d\u8f66\u7684\u957f\u671f\u4f9b\u8d27\u534f\u8bae\u3002<\/p>\n

\u4ece2024\u5e74\u521d\u7684\u4e00\u6ce2SiC\u5408\u4f5c\u52a8\u6001\u6765\u770b\uff0c\u56fd\u9645SiC\u5668\u4ef6\u5934\u90e8\u73a9\u5bb6\u4eec\u57fa\u672c\u90fd\u6b63\u5728\u7d27\u76ef\u4e2d\u56fd\u5e02\u573a\uff0c\u800c\u5728SiC\u52a0\u901f\u4e0a\u8f66\u8d8b\u52bf\u4e0b\uff0c\u56fd\u9645\u5de8\u5934\u9009\u62e9\u4e0e\u56fd\u5185\u65b0\u80fd\u6e90\u6c7d\u8f66\u77e5\u540d\u5382\u5546\u5408\u4f5c\uff0c\u5c06\u66f4\u597d\u5730\u62d3\u5c55\u4e1a\u52a1\uff0c\u6536\u83b7\u66f4\u5927\u7684\u4e1a\u7ee9\u589e\u91cf\u3002\u5176\u4e2d\uff0c\u5b89\u68ee\u7f8e\u9884\u8ba1\uff0c\u52302027\u5e74\uff0c\u5176\u9500\u552e\u989d\u5c06\u6269\u5927\u5230139\u4ebf\u7f8e\u5143\uff0c\u5c4a\u65f6\u5176\u5c06\u5360\u636eSiC\u6c7d\u8f66\u82af\u7247\u5e02\u573a40%\u7684\u4efd\u989d\u3002<\/p>\n

\u672a\u6765\uff0c\u968f\u7740SiC\u5e94\u7528\u573a\u666f\u7531\u65b0\u80fd\u6e90\u6c7d\u8f66\u6301\u7eed\u5411\u66f4\u591a\u9886\u57df\u5ef6\u4f38\u3001\u6e17\u900f\uff0c\u5de8\u5934\u4eec\u4e5f\u5c06\u6709\u66f4\u591a\u7684\u53d1\u529b\u70b9\uff0c\u8fdb\u884c\u524d\u77bb\u6027\u5e03\u5c40\u7684\u73a9\u5bb6\u6709\u671b\u5360\u636e\u5148\u53d1\u4f18\u52bf\uff0c\u5e76\u5728\u4e1a\u7ee9\u65b9\u9762\u6709\u6240\u4f53\u73b0\u3002<\/p>\n

\u603b\u7ed3<\/strong><\/p>\n

\u76ee\u524d\uff0c\u5168\u7403SiC\u4ea7\u4e1a\u589e\u957f\u52bf\u5934\u559c\u4eba\uff0c\u5bf9\u4e8e\u4ea7\u4e1a\u94fe\u4e0a\u4e0b\u6e38\u5382\u5546\u800c\u8a00\uff0c\u90fd\u6709\u673a\u4f1a\u5206\u4e00\u676f\u7fb9\u3002\u540c\u65f6\uff0c\u4f34\u968f\u7740\u4ea7\u4e1a\u8d70\u5411\u6210\u719f\u3001\u7a33\u5b9a\uff0c\u7ade\u4e89\u5c06\u4f1a\u65e5\u8d8b\u6fc0\u70c8\uff0c\u5305\u62ec\u56fd\u9645\u5382\u5546\u5728\u5185\u7684\u4f17\u591aSiC\u73a9\u5bb6\u60f3\u8981\u5b9e\u73b0\u4e1a\u7ee9\u7a33\u5065\u589e\u957f\uff0c\u9700\u8981\u6301\u7eed\u8fdb\u884c\u6280\u672f\u548c\u4ea7\u54c1\u8fed\u4ee3\u5347\u7ea7\uff0c\u4fdd\u6301\u7ade\u4e89\u529b\u3002<\/p>\n

\u56fd\u5185\u5382\u5546\u5728SiC\u886c\u5e95\u3001\u5916\u5ef6\u3001\u82af\u7247\u3001\u8bbe\u5907\u7b49\u65b9\u9762\u5df2\u8fdb\u884c\u5168\u9762\u5e03\u5c40\uff0c\u5b9e\u73b0\u56fd\u4ea7\u66ff\u4ee3\u7684\u82d7\u5934\u6b63\u5728\u663e\u73b0\uff0c\u56fd\u9645\u5de8\u5934\u9762\u4e34\u7684\u538b\u529b\u5c06\u4f1a\u8d8a\u6765\u8d8a\u5927\uff0c\u5e76\u53cd\u6620\u5230\u4e1a\u7ee9\u65b9\u9762\uff0c\u5982\u4f55\u5728\u8fd9\u4e00\u8d8b\u52bf\u4e0b\u5b9e\u73b0\u826f\u6027\u53d1\u5c55\uff0c\u5df2\u6210\u4e3a\u76f8\u5173\u4f01\u4e1a\u7684\u5fc5\u7b54\u9898\u3002<\/p>\n

2023\u5e74\u4e1a\u7ee9\u8868\u73b0\u826f\u597d\uff0c\u5e76\u4e0d\u4ee3\u8868\u6ca1\u6709\u9690\u5fe7\uff0c\u535a\u4e16\u3001\u610f\u6cd5\u534a\u5bfc\u4f53\u3001\u82f1\u98de\u51cc\u7b49\u5382\u5546\u4ecd\u7136\u9700\u8981\u79ef\u6781\u5e94\u5bf9\u5e02\u573a\u8d8b\u52bf\u53d8\u5e7b\uff1b\u5bf9\u4e8e\u6b63\u5728\u5927\u624b\u7b14\u6295\u8d44\u6269\u4ea7\u7684Wolfspeed\u3001Coherent\u7b49\u5382\u5546\u800c\u8a00\uff0c\u4e1a\u7ee9\u4e0d\u4f73\u662f\u6682\u65f6\u7684\uff0c\u5982\u679c\u80fd\u591f\u79ef\u6781\u63a5\u6d3d\uff0c\u63d0\u524d\u9501\u5b9a\u7528\u6237\u4ea7\u80fd\u9700\u6c42\uff0c\u672a\u6765\u8fbe\u4ea7\u4e4b\u65e5\uff0c\u5c31\u662f\u4e1a\u7ee9\u53cd\u8f6c\u4e4b\u65f6\u3002\uff08\u6587\uff1a\u96c6\u90a6\u5316\u5408\u7269\u534a\u5bfc\u4f53Zac\uff09<\/p>\n

\u66f4\u591aSiC\u548cGaN\u7684\u5e02\u573a\u8d44\u8baf\uff0c\u8bf7\u5173\u6ce8\u5fae\u4fe1\u516c\u4f17\u8d26\u53f7\uff1a\u96c6\u90a6\u5316\u5408\u7269\u534a\u5bfc\u4f53\u3002<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

2023\u5e74\uff0c\u5168\u7403SiC\u4ea7\u4e1a\u5ef6\u7eed\u4e86\u706b\u70ed\u52bf\u5934\uff0c\u4f34\u968f\u7740\u589e\u8d44\u6269\u4ea7\u3001\u91cf\u4ea7\u51fa\u8d27\u3001\u7b7e\u7ea6\u5408\u4f5c\u7b49\u4e00\u7cfb\u5217\u52a8\u4f5c\uff0c\u5404\u5927\u5382\u5546\u7eb7\u7eb7\u5bfb\u6c42\u4e3a\u4e1a […]<\/p>\n","protected":false},"author":130,"featured_media":67063,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[30],"tags":[989,64,1199],"_links":{"self":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts\/67745"}],"collection":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/users\/130"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/comments?post=67745"}],"version-history":[{"count":1,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts\/67745\/revisions"}],"predecessor-version":[{"id":67747,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts\/67745\/revisions\/67747"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/media\/67063"}],"wp:attachment":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/media?parent=67745"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/categories?post=67745"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/tags?post=67745"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}