I-silicon carbide (SiC) iiseramikhi, ezidume ngamandla azo akhethekileyo, ubulukhuni, ukuxhathisa ubushushu obuphezulu, nokomelela kokuhlwa, zikulungele ukuguqula imizi-mveliso ukusuka kumandla ukuya kwi-aerospace. Ngaphandle kweenzuzo zabo eziphathekayo eziphathekayo, ukuvela komhlaba wetekhnoloji, umgaqo-nkqubo, kunye nozinzo kuqhuba amathuba okukhula angazange abonwe ngaphambili kwii-ceramics ze-SiC. Eli nqaku liphonononga amathemba ophuhliso loguqulo lwe-SiC ceramics, lujolise kuguquguquko lwemarike, iintsingiselo ezintsha, kunye nokutshintsha kweshishini lehlabathi elahlula ikamva labo kwizicelo eziqhelekileyo.
1. Ukwandiswa kweeMarike eziQhubuzelayo Okuqhutywa yiMfuno ye-Cross-Industry Demand
Imakethi yehlabathi yeeseramikhi ze-SiC kulindeleke ukuba ikhule kwi-CAGR ye-9.2% ukusuka ngo-2024 ukuya kowama-2030, ikhuthazwa yindima yayo engenakubuyiselwa kubuchwephesha besizukulwana esilandelayo:
(1) I-Semiconductor Dominance: Njengomqolo we-electronics yamandla kwi-EVs kunye neenkqubo zamandla avuselelekayo, ii-substrates ze-ceramic ze-SiC zibaluleke kakhulu kwi-high-voltage, izixhobo eziphezulu ze-frequency. Icandelo le-EV kuphela kulindeleke ukuba liqhube i-30% yemfuno ye-SiC ngo-2030.
(2) UQoqosho lweNdawo: Ngaphezulu kwe-15,000 yeesathelayithi ezimiselwe ukusungulwa kweli shumi leminyaka, iiseramikhi ze-SiC zibalulekile kubunzima, izinto ezikwaziyo ukumelana nemitha kwi-satellite thrusters kunye nezikhuselo ezishushu.
(3) I-Hydrogen Revolution: Ii-electrolyzers ze-oksidi eziqinileyo (SOEC) zemveliso ye-hydrogen eluhlaza zithembele kuzinzo lwe-SiC kwiimeko ezigqithisileyo ze-redox, ukulungelelaniswa neethagethi ze-decarbonization zehlabathi.
2. Global Policy Tailwinds Reshaping Supply Chains
Oorhulumente babeka phambili iiseramikhi zeSiC kwizicwangciso zeqhinga lesizwe:
(1) UMthetho we-US CHIPS: Ukwabela i-52 yeebhiliyoni zeedola ukomeleza amakhonkco obonelelo nge-semiconductor, kunye nemveliso ye-SiC wafer ifumana inkxaso-mali ekujoliswe kuyo.
(2) Isicwangciso saseTshayina se-14 seminyaka emihlanu: Ichonga iiseramikhi eziphambili “njengesixhobo esitsha esingundoqo,” esijolise kuma-70% ukuzimela ngokwasekhaya kumacandelo e-SiC ngo-2025.
(3) Umthetho we-EU Critical Raw Materials Act: Ibandakanya i-silicon carbide kuluhlu lwayo lwezixhobo ezicwangcisiweyo, ukukhuthaza imveliso yendawo yokunciphisa ukuthembela ekungenisweni kwe-Asia.
3. UkuLeapfrogging yeTekhnoloji kwiMveliso
Ukuphumelela kwi-synthesis kunye nokucubungula kuyoyisa imiqobo yembali:
(1) Imveliso eyoNgezelelweyo: Ukuprintwa kwe-3D esekwe kwi-Laser ngoku kwenza amacandelo e-SiC anzima, akufutshane-netha-shape ene-<20 μm echanekileyo, ukunciphisa inkunkuma yezinto nge-40%.
(2) UPhuculo lweNkqubo eqhutywa yi-AI: Ii-algorithms zokufunda zoomatshini zisika amaxesha e-sintering nge-35% ngelixa kuqinisa ukuqina kokwaphuka ukuya kuthi ga kwi-25%.
(3) I-Quantum Leap in Purity: I-Plasma-enhanced chemical vapor deposition (PE-CVD) ifezekisa i-99.9995% yeengubo ezicocekileyo ze-SiC, ukuvula izicelo ze-biomedical kwiindawo ezidibeneyo kunye nokufakelwa kwamazinyo.
4. Uzinzo njengeNgxaki yokuKhula
Iiseramikhi ze-SiC ziba ngundoqo kwiinkqubo zoshishino ezijikelezayo:
(1) I-Carbon Neutrality Enabler: I-reactors ene-SiC-lined iphucula ukusebenza kakuhle kwe-catalytic kwiinkqubo zokubamba i-carbon nge-18%, ixhasa ngokuthe ngqo iinjongo ze-net-zero.
(2) Ukuphakama koMjikelo woBomi: Xa kuthelekiswa nezinyithi zemveli, amacandelo e-SiC kwiziko loshishino anciphisa ukusetyenziswa kwamandla ngama-22% ngaphezu kweminyaka eyi-10+ yokuphila kwawo.
(3) Ukubuyisela kwakhona i-Innovation: Iinkqubo ezintsha ze-hydrometallurgical zibuyisela i-95% ye-SiC kwiindawo zokuphela kobomi, ukuguqula inkunkuma kwi-feedstock ephezulu.
5. Umda oMtsha woKhuphiswano: i-Ecosystem Collaboration
Njengoko ukhuphiswano lwemarike lusiba luqilima, impumelelo ixhomekeke kubuhlakani obucwangcisiweyo:
(1) Ukudityaniswa okuthe nkqo: Iinkokeli ezifana ne-CoorsTek kunye ne-KYOCERA zifumana imigodi ye-silicon carbide feedstock ukukhusela ikhonkco lokubonelela.
（2）Ii-Cross-Industry Alliances: I-Automotive giants (umzekelo, i-Tesla) isebenzisana nokuphuhlisa iidiski ze-ceramic brake ze-SiC kunye nababoneleli bezinto eziphathekayo, ezijolise kwi-50% yokunciphisa ubunzima ngokuchasene nentsimbi.
(3) IiPlatifomu zokuVula i-Innovation: I-Global SiC Consortium, eyasungulwa ngo-2023, idibanisa izixhobo ze-R&D ezivela kwimibutho engama-50+ ukulungelelanisa iiprothokholi zovavanyo kunye nokukhawulezisa iinkqubo zokuqinisekisa.
6. IiMarike ezisakhulayo zichaza ngokutsha iJografi yeMfuno
Ngelixa iimarike zemveli zikhula, ii-epicenter ezintsha zokukhula ziyavela:
(1) I-Asia-mpuma ye-Asiya: Iimpahla ze-semiconductor eMalaysia naseVietnam ziya kuqhuba i-1.2 yeebhiliyoni zeedola kwimfuno ye-ceramic yengingqi ngo-2027.
(2) Afrika: Iiprojekthi zokuphucula imigodi kwingingqi yeCopperbelt zifuna iindawo zokunxiba ezisekwe kwi-SiC, zenza i-300 yezigidi zeerandi zentengiso ye-niche.
(3) I-Arctic Infrastructure: Njengoko iindlela ze-polar zivulekile, ii-ceramics ze-SiC zibalulekile kwi-ice-resistant sensors kunye neeseli ze-fuel ezinobushushu obuphantsi kwii-hubs ze-Arctic logistics.
Isiphelo: Ukuhamba ngeSiC Ceramics Renaissance
Umzi-mveliso we-silicon carbide ceramics ume kwindawo ye-inflection, apho amabhongo etekhnoloji adibana nokungxamiseka kwe-geopolitical kunye nokusingqongileyo. Ngexabiso lemarike eliqikelelwayo elidlula i-12 yeebhiliyoni zeerandi ngo-2030, ukukhula kwayo akuyi kubunjwa kungekuphela nje ziipropati eziphathekayo, kodwa ngendlela abachaphazelekayo abanokuthi ngayo:
- Ukusebenzisa iindlela zenkxaso-mali kurhulumente namashishini abucala
- Ukuvala umsantsa wetalente ngeenkqubo zobunjineli ezikhethekileyo zeceramic
-Phuhlisa amakhonkco obonelelo agudileyo, anemigangatho emininzi
- Ukulungelelanisa iimephu zendlela zemveliso kunye neNjongo zoPhuhliso oluZinzileyo ze-UN
Kumashishini acinga phambili, i-silicon carbide ceramics imele ngaphezu kwezinto eziphezulu zokusebenza-ziyi-asethi yesicwangciso-qhinga kugqatso lwehlabathi lolawulo lwetekhnoloji kunye noshishino oluzinzileyo. Umbuzo awusekho ukuba ii-ceramics ze-SiC ziya kuguqula amashishini, kodwa ukuba imibutho inokukhawuleza kangakanani ukuziqhelanisa nokusebenzisa amandla abo apheleleyo.
Ixesha lokuposa: Mar-19-2025