CIOE 2025: Ta yaya Mai Tsabtace SiC na Yuanan ke ba da iko ga Semiconductors na ƙarni na uku da shugabannin masana'antu

Gabatarwa - Semiconductors na ƙarni na uku: Boom, Bottlenecks, da Matsayin CIOE

2025 shekara ce ta tarihi don masana'antu na ci gaba na duniya, tare da Semiconductors na ƙarni na uku waɗanda ke fitowa a matsayin ƙashin bayan sabbin motocin makamashi (NEVs), abubuwan more rayuwa na 5G, da adana grid. Silicon carbide (SiC) - ainihin kayan na'urorin Wutar Lantarki na SiC - ya jagoranci wannan juyin juya hali, tare da duniya N-type SiC substrate kasuwar da aka saita zuwa buga dala biliyan 2. Amma duk da haka wani mawuyacin hali ya ci gaba: manyan sinadarai masu ɗorewa don sarrafa SiC ta fuskar samar da wutar lantarki a duk duniya, suna cin karo da karuwar buƙatu na amintaccen mafita, masu yarda.

Wannan alakar dabi'a ta 'dama da kalubale' ya sanya bikin baje koli na kasa da kasa karo na 26 na kasar Sin (CIOE 2025) ya zama muhimmin lamari. An gudanar da shi a ranar 10 ga Satumba a Shenzhen, bikin baje kolin 300,000㎡ ya karɓi tsarin haɗin gwiwa na ''optoelectronics-semiconductor'', wanda ya haɗu da kamfanoni sama da 3,800 don baje kolin nasarorin Semiconductor na ƙarni na uku- wanda ya fara daga 8-inch model na wutar lantarki.

A matsayin mai ba da mafita na tsabtace masana'antu na ƙarshe, ƙungiyar Shenzhen Yuanan Chemtech ta halarci don yanke siginar masana'antu. Abin da muka gani a cikin manyan rumfunan abokan ciniki sun tabbatar: daidaito (don yawan amfanin ƙasa na SiC), juriya ga sarkar samar da kayayyaki (don samar da daidaito), da bin ESG (na kasuwannin duniya) ba za a iya sasantawa ba. Wannan labarin ya bincika yadda mu SiC Substrate Micro-particle Cleaner (wanda aka keɓance don Semiconductors na Gen na Uku) da sauran mafita sun yi daidai da shugabanni kamar TanKeBlue, SICC, Luxshare ICT, da BYD-yayin da ke ba da fa'ida mai dacewa ga masu ruwa da tsaki na masana'antu.

1. CIOE 2025 Mahimman Bayanan Abokin Ciniki - Bukatu, Magani, da Ƙimar Dabaru

A CIOE 2025, manyan abubuwan da masana'antun ke nunawa sun nuna alamun zafi a cikin masana'antu na ci gaba-musamman ga Semiconductor na ƙarni na uku . A ƙasa akwai ɓarna game da abubuwan da suka fi ba da fifiko, yadda hanyoyin magance Yuanan suka dace, da ƙimar gaske da aka bayar don samarwa na zahiri:

(1) TanKeBlue (Shugaban SiC) - Babban Tsabtace Tsabtace don 6 '/ 8' Wafers a cikin Semiconductor na Gen na Uku

TanKeBlue, babban mai siyar da kayan aikin SiC na duniya (17.3% na kasuwar SiC na duniya, 2024), ya mamaye rumfar semiconductor tare da 6-inch da 8-inch SiC epitaxial wafers (alama nau'in kristal 4H / 6H, kauri 100-150μm). Waɗannan wafers sune tushen na'urorin Wutar Lantarki na SiC a cikin masu juyawa na NEV - sama da dala biliyan 4.5 zuwa 2025 - kuma a tsakiyar 2025, TanKeBlue ya tattara kayan aikin 1M + zuwa ikon samfuran EV na duniya.

Matsala mai mahimmanci a cikin layin samarwa na TanKeBlue shine bayan-polishing 0.1μm-matakin ƙananan barbashi: har ma da ƙananan gurɓatacce suna haifar da lahani na epitaxial wanda ke yanke yawan amfanin ƙasa. Mu SiC Substrate Micro-Barbashi Cleaning Agent  yana warware wannan tare da 99.9% ingantaccen cire barbashi da kwanciyar hankali na thermal, kawar da ragowar ƙananan micron ba tare da lalata ko lalata saman wafer ba- kai tsaye yana haɓaka ƙimar Sarrafa SiC Wafer . Wannan madaidaicin yana da ma'ana kamar yadda TanKeBlue ya ƙaddamar da samar da SiC 8-inch (wanda aka goyi baya ta hanyar jimlar ƙarfinsa na 2025 na kusa da kayan masarufi miliyan 1) don saduwa da buƙatun duniya: mai tsabtace mu ba tare da lahani ya dace da 6 '/ 8' masu girman wafer ba tare da asarar aiki ba, yana tallafawa haɓaka kasuwa. Kuma tare da TanKeBlue yana samar da kayan aikin 75K + kowane wata, ƙarfin mu na 50,000+ na shekara-shekara (wanda ke goyan bayan haɗin gwiwar dabaru na duniya) yana tabbatar da isar da buƙatun da ke guje wa haɓaka samarwa.

(2) SICC – Tsare-tsare Taimako don 8'/12' SiC Substrates (Scalability Semiconductor Semiconductor)

Yayin da SICC ba ta nuna ba a CIOE 2025, rawar da take takawa wajen haɓaka samar da Semiconductor na ƙarni na uku a duniya ba za a iya maye gurbinsa ba. A matsayin babban kamfani na SiC wanda aka jera a bainar jama'a akan musayar hannayen jari na Shanghai da Hong Kong da kuma masana'antar kera mafi girma ta uku a duniya (kaso 17.1% na duniya, 2024), tana jagorantar samar da yawan jama'a na SiC na inci 8 tare da haɓaka haɓaka inch 12-maɓalli don rage farashin na'urar wutar lantarki ta SiC ga abokan ciniki na duniya kamar Infineon da Bosch.

Yunkurin SICC don girman wafer masu girma yana kawo ƙalubalen tsaftacewa na musamman: 12-inch substrates sun fi fuskantar lalacewa da rashin daidaituwar mannewa yayin aiki. Ƙarƙashin kumfa mai tsaftar mu, dabarar alkaline mai laushi yana daidaita ƙayyadaddun gurɓataccen gurɓataccen abu tare da dacewa da kayan aiki, yana mai da shi manufa don 8 '/12' wafer workflows. Don manufar SICC na gina sarkar samar da kayayyaki ta duniya, shekaru 18+ na ƙwarewar ƙira na musamman sun sanya mu a matsayin amintaccen abokin tarayya wanda ya dace da Semiconductor na ƙarni na uku a duk duniya. ƙa'idodin ingancin Daidaiton samarwa yana da mahimmanci daidai: muna kula da wuraren ƙirƙira ƙira kuma muna ba da martanin gaggawa na sa'o'i 72 don batches na al'ada, tabbatar da wadatar 5-10 ton kowane wata da ake buƙata don ci gaba da gudanar da layukan sa na duniya.

(3) Luxshare ICT & Luxvisions Innovation - Wafer Tsaftace don Tsarin Halitta na Zamani na Farko na Uku

Luxshare ICT da reshen sa na Luxvisions Innovation sun nuna na'urorin gani na wafer-matakin gani a CIOE-bangaren da ke sarrafa tashoshin tushe na 5G da tsarin firikwensin NEV, dukkansu sun haɗa da tsarin halittu na Semiconductor na ƙarni na uku . A matsayin masu samar da kayayyaki ga Apple da Huawei, suna aiwatar da kusan wafers 150K+ kowane wata a duk faɗin wuraren duniya, tare da rashin haƙuri ga inganci ko rushewar wadata.

Rarraban gurɓataccen abu akan wafer na gani haɗari ne na shiru don samar da su: ko da ƙananan ragowar suna haifar da tsangwama na sigina a cikin tsarin 5G, wanda ke haifar da sake yin aiki mai tsada. Mu Wafer Cleaner yana magance wannan tare da ƙididdige ƙananan ƙananan ƙwayoyin cuta (≤0.5 barbashi / cm²) da bushewa mai sauri (30s a 80 ℃), yana adana aikin module yayin da yake hanzarta aiki. Don manyan alƙawuran da suke da shi ga samfuran samfuran duniya, juriyar sarkar samar da kayayyaki ba abu bane mai yuwuwa - kuma tarihin mu na shekaru 2+ na jigilar kayayyaki na yanki (tare da rushewar sifili) yana ba da amincin. Yarda da wani akwati ne don bincika: mai tsabtace mu yana da cikakken RoHS/CE-dago, tare da takaddun MSDS a shirye don dubawa don saduwa da ƙa'idodin alamar duniya.

(4) BYD - ESG-Tsaftacewa don Batir NEV & Tsarin Halittar Halitta na Farko na Uku

BYD ya ƙaddamar da tsarin ajiyar makamashi na Chess Plus a CIOE, yana nuna ɓangarorin baturi mai jurewa da kuma sa ido kan amincin AI - ma'anar mayar da hankali kan aminci da dorewa ga kasuwannin duniya. Yayin da BYD ke haɗa Na'urorin Wutar Lantarki na SiC a cikin NEVs (ƙarfafa ingantaccen makamashi ta hanyar 15%) a duk sansanonin samarwa na duniya, haɗin gwiwarmu yana tallafawa masana'antar batir ɗin sa: muhimmiyar hanyar haɗi a cikin sarkar samar da NEV wacce ke ciyarwa cikin mafi girman yanayin halittu Semiconductor na ƙarni na uku .

Shararar tsaftace harsashi na baturi barazana ce mai ɓoye ga ingancin BYD: ragowar sinadarai suna haifar da lalata da ke rage tsawon rayuwar baturi. Mu Cleaner yana kawar da wannan haɗarin tare da aikin sifili-sauran aiki, yana wucewa na sa'o'i 500+ na gwajin gishiri don tabbatar da dorewar casing. Kamar yadda BYD ke faɗaɗa cikin kasuwannin EV na Turai da Amurka, yarda da ESG ya zama buƙatun shigarwa-kuma mai tsabtace mu yana rage fitar da VOC da kashi 30% idan aka kwatanta da matsakaicin masana'antu, yana daidaitawa da manufofinsa na tsaka tsaki na carbon. Don samar da batirin NEV na shekara-shekara na 2M+ a duk duniya, haɓaka haɓaka kuma yana da mahimmanci: ƙirar samar da mu mai sassauƙa (ciki har da fakitin ganga ton IBC da wuraren isar da saƙon yanki) ya dace da bukatun samarwa da aka rarraba.

(5) Goeroptics - Yankan Ruwa don Abubuwan Na'urorin gani a cikin Semiconductor na Farko na Uku na ƙasa

Goeroptics sun nuna masu kallon AR/VR masu nauyi masu nauyi (75g) a CIOE-na'urorin da suka dogara da ingantattun abubuwan gani (lens, prisms) waɗanda aka sarrafa daga kayan gaggautsa. Ana ƙara amfani da waɗannan kayan aikin don kula da masana'antar Semiconductor na ƙarni na uku da horarwa a duniya, inda bayyananniyar gani ke tasiri kai tsaye ga ingancin aiki.

Yanke kayan karko (misali, sapphire) yana haifar da ƙalubale na musamman: tarkace ƙera saman saman, lalata 50° FOV tare da tsaftar gefen-zuwa mai mahimmanci don amfanin AR/VR. Mu Yanke ruwa yana magance wannan ta hanyar haɓaka tarkacen tarwatsawa da kashi 50% ta hanyar tarwatsawar polymer na mallakar tajirai, zubar da lahani daga 5% zuwa ƙasa da 0.4% da kiyaye daidaitattun abubuwan. Ga Goeroptics, wannan madaidaicin gasa ce mai gasa a kasuwannin duniya-daidaitaccen aikin ruwan mu yana goyan bayan da'awarsa ta 'Sifili-aibi'. Kuma tare da babban haɗe-haɗe, samar da ƙananan ƙararraki a cikin yankuna, samar da sassauƙa shine mabuɗin: ​​muna ba da zaɓuɓɓukan marufi na 25L zuwa 1000L da farashin tushen girma, kiyaye ƙananan farashin sayayya a duk duniya.

Don taswirar ainihin ainihin abokan cinikinmu a sarari ga hanyoyin Yuanan da kuma haskaka ƙimar abubuwan da muke bayarwa, mun taƙaita mahimmin daidaitawa a ƙasa:

Abokin Hulɗa	Halin Samar da Mahimmanci	Mahimman Tsabtace Ciwo	Yuanan Solution	Core Value
TanKeBlue	6'/8' SiC epitaxial wafer samar	0.1μm barbashi yana haifar da lahani na epitaxial	SiC Substrate Micro-Barbashi Cleaner	99.9% cire barbashi, ya dace da ƙarni na uku na Semiconductor , yana haɓaka manyan wafers na Ikon Lalacewar SiC Wafer
SICC	8'/12' SiC substrate taro samar	Lalacewa & mannewar barbashi mara daidaituwa akan manyan wafers	SiC Substrate Micro-Barbashi Cleaner	Matsakaicin tsaka tsaki mai ƙarancin kumfa, yana goyan bayan rage farashin Na'urar Tushen Wutar Wuta , ton 5-10 na kowane wata tsayayye
Luxshare / Luxvisions	Wafer-matakin kayan aikin gani na gani	Ragowar da ke haifar da tsangwama na siginar 5G	Wafer Cleaner	≤0.5 barbashi/μm², RoHS-mai yarda, ya dace da Semiconductor na ƙarni na uku sarƙoƙin samar da yanayin halittu
BYD	Samfurin casin baturi NEV	Ragowar lalacewa & rashin yarda da fitar da VOC	Eco-Friendly Battery Cleaner	Ragowar sifili da raguwar 30% VOC, yana ba da damar bin ESG don Semiconductor na ƙarni na uku a ƙasa
Goeroptics	AR/VR na gani bangaren yankan	tarkace ya lalatar da tsaftar 38° FOV	Ruwan Yanke Maɗaukakin Madaidaici	50% rarrabuwar kawuna, yana goyan bayan 'abubuwan da ba su da lahani' don Semiconductor na ƙarni na uku kayan aikin

2. Ƙwararriyar Fasaha ta Yuanan - Wanda aka Keɓance don Semiconductors na ƙarni na Uku & Masana'antu na Duniya

Maganganun mu suna magance mahimman abubuwa guda uku na masana'antu na ci gaba: ma'auni, daidaito, da dorewa. Muna mai da hankali kan buƙatun Semiconductors na ƙarni na uku da buƙatun wadatar duniya. A ƙasa akwai tsararrun abubuwan iyawar mu:

Girman Fasaha	Mahimman Ƙarfi	Aikace-aikacen Target	Daidaita Kalma
SiC-Takamaiman Tsarin	Yana kawar da barbashi 0.1μm, kwanciyar hankali na thermal, masu dacewa da 6'/8'/12' wafers, babu etching	Na uku-Gen Semiconductor SiC substrate/epitaxy	SiC Substrate Micro-Barbashi Tsabtace, SiC Wafer Ikon Lalacewar
Resilience Supply na Duniya	50,000+ ton / shekara iya aiki (Dongguan shuka), kayan albarkatun ƙasa na wata 3, amsa al'ada na awa 72	Multi-yanki taro samar Enterprises	Semiconductors na ƙarni na uku, Ƙarfafa Sarkar Kaya
Yarda da Duniya	REACH/RoHS bokan, 30% ƙananan iskar VOC, 80% sake yin amfani da dabara (rage 20% sharar gida)	Madaidaitan fitarwa & masana'anta masu girma	ESG, SiC-Based Power Devices, Wet Electronic Chemicals

3. Maɓallin Maɓalli daga CIOE 2025 - Abubuwan Tafiya don Dabarun Tsabtace ku

Abubuwan nunin CIOE da taron ƙwararru (wanda ke nuna PhotonDelta, NSTIC) sun bayyana abubuwan da za su tsara buƙatun tsaftacewa don Semiconductor na ƙarni na uku da kuma bayan—tare da ɗaukar matakai:

(1) 8-inch SiC Ba Ne Tattaunawa ba - Masu Tsabtace Haɓakawa Yanzu

8-inch SiC substrates za su lissafta 20% na duniya samar (2025 hasashe), amma generic cleaners haifar da 30% mafi girma barbashi saura idan aka kwatanta da na musamman cleaners a kan manyan wafers. Aiki : Ba da fifiko ga masu tsaftacewa tare da matakan daidaita girman (kamar Yuanan's) don guje wa asarar yawan amfanin ƙasa.

(2) Jurewa Sarkar Kayayyakin Ya zama wajibi - Zabi Masu Kayayyakin Ƙwarewar Duniya

Masu jawabai na kasa da kasa sun jaddada 'juriya ga sarkar samar da kayayyaki' don rage kasadar yanayin siyasa da dabaru. Action : Abokin haɗin gwiwa tare da masu ba da kaya waɗanda ke haɗa ƙwararrun Semiconductor na ƙarni na ƙwararru tare da damar isar da saƙo na duniya (Shafin Yuanan 60+ ya rufe fasahar tsabtace SiC, goyon bayan cibiyoyin samar da kayayyaki na yanki).

(3) ESG = Samun Kasuwa - Masu Tsabtace Dole ne Su Kasance Green

Kamfanoni kamar BYD da Infineon yanzu suna buƙatar masu siyarwa don ba da rahoton hayaƙin VOC masu guba a duniya. Aiki : Ɗauki ƙananan VOC, masu tsaftacewa da za a sake amfani da su (Rage Yuanan rage VOCs da 30%) don riƙe abokan ciniki masu daraja.

Don haɗa abubuwan da ke faruwa zuwa matakan aiki don masana'antun, mun tsara mahimman abubuwan da ke ƙasa:

Trend masana'antu	Kalubalen Kasuwancin Core	Shawarwarin Ayyukan Ayyuka	Yuanan Adaptive Solution
8-inch SiC ya zama na al'ada (15% -20% na iyawar 2025)	Matsakaicin madaidaicin madaidaicin ƙimar lahani biyu akan manyan wafers	Ba da fifiko na musamman masu tsabta masu daidaita girman girman	SiC Substrate Micro-Barbashi Cleaner (6'/8'/12' mai jituwa)
Juriyar sarkar kaya yana da mahimmanci	Karancin sinadarai da aka shigo da shi / jinkirin bayarwa	Zaɓi masu ba da kayayyaki tare da garanti biyu 'fasaha da wadata'.	Ƙarfin gida da dabaru na duniya, amsa gaggawa ta sa'o'i 72
ESG = shiga kasuwar duniya	Waɗanda ba a yarda da su ba VOC suna toshe abokan ciniki na duniya	Ɗauki ƙananan-VOC, hanyoyin tsaftacewa da za a sake yin amfani da su	Masu tsabtace muhalli masu aminci (raguwar VOC 30%, ƙwararrun REACH)

Kammalawa - Yuanan: Abokin Hulɗar ku na Duniya a Nasarar Semiconductor na ƙarni na uku

CIOE 2025 ya bayyana a sarari: Semiconductor na ƙarni na uku za su ayyana shekaru goma masu zuwa na masana'antu na ci gaba na duniya-da kuma hanyoyin tsaftacewa sune jaruman da ba a ba da su ba na yawan amfanin ƙasa, haɓakawa, da yarda. Shenzhen Yuanan Chemtech's SiC Substrate Micro-particle Cleaner , masu tsabtace wafer, da yankan ruwa ana ƙera su don biyan waɗannan buƙatun duniya, tare da rikodin waƙa na tallafawa shugabannin kamar TanKeBlue, SICC, da BYD a duk hanyoyin sadarwar su.

Shirya don inganta sarrafa SiC ɗinku, tsabtace wafer, ko yanke kayan da ba su da ƙarfi—duk inda kayan aikinku suke?

→ Tuntube mu don Yuanan Sic Cleaner MSDS & Nemi Samfurin Kyauta

Tambayoyin da ake yawan yi (FAQ)

Q1 : Wane girman wafer SiC ne Yuanan's SiC Substrate Micro-particle Cleaner mai jituwa da?

A : Yana daidaitawa zuwa 6-inch, 8-inch, da 12-inch SiC substrates/epitaxial wafers da aka saba amfani da su a Semiconductor na ƙarni na uku. The dabara da aka gyara domin surface halaye na daban-daban-sized wafers, tabbatar da 99.9% barbashi cire yayin da guje wa karce lalacewa a kan manyan wafers. Ya yi daidai da yawan samar da buƙatun shugabanni kamar TanKeBlue da SICC.

Q2 : Shin masu tsabtace Yuanan za su iya biyan buƙatun amfanin na'urori masu ƙarfi na SiC?

A : Lallai. Matsakaicin matakin 0.1μm akan wafern SiC mai gogewa sune ɗayan mahimman dalilai na gazawar SiC Wafer Defect Control. Mai tsabtace Yuanan yana amfani da 'ƙananan tsarin tashin hankali na ƙasa + daidaitaccen fasahar kawar da ƙazanta' don rage ragowar barbashi zuwa ≤0.1 barbashi/μm², kai tsaye taimakon abokan ciniki suna haɓaka yawan amfanin ƙasa na epitaxial da 5% -8%. An inganta shi a cikin samar da yawan jama'a na TanKeBlue 1M+.

Q3 : Shin tsarin samar da kayayyaki na Yuanan zai iya tallafawa samar da yawan jama'a don kamfanonin Semiconductor na ƙarni na uku?

A : Muna ba da garantin ƙarshe zuwa ƙarshen. Tushen mu na Dongguan yana da damar 50,000+ ton / shekara da kayan albarkatun ƙasa na watanni 3 (haɗin kai kai tsaye tare da Dow da BASF). An keɓance keɓantaccen ƙira don manyan abokan ciniki kamar SICC, yana ba da damar jigilar sa'o'i 48 don oda na yau da kullun da amsawar sa'o'i 72 don ƙa'idodin al'ada' -cikakken biyan buƙatun masana'antun semiconductor' 'samun katsewa' bukatun.

Q4 : Shin masu tsabtace Yuanan sun bi ka'idodin ESG a kasuwannin Turai da Amurka?

A : Duk layin samfurin yana da REACH da RoHS dual-certified, tare da 30% ƙananan hayaƙin VOC fiye da matsakaicin masana'antu da 80% sake yin amfani da dabara (rage sharar gida da 20%). A halin yanzu muna tallafawa BYD da Goeroptics wajen yiwa abokan cinikin Turai da Amurka hidima, kuma muna iya samar da MSDS, rahotannin gwajin yarda, da sauran takaddun duba akan buƙata.

Q5 : Yadda za a tabbatar idan masu tsabtace Yuanan sun dace da tsarin samarwa na?

A : Kuna iya tabbatar da dacewa ta hanyar 'kimanin mataki 3': (1) Samar da ƙayyadaddun wafer (girman, nau'in crystal), mataki na aiki (bayan-polishing / pre-epitaxy), da kuma wuraren ciwo na yanzu; (2) Yuanan yana fitar da tsarin gwaji na musamman; (3) Mun samar da samfurori na kyauta na 5L don tabbatar da ƙananan ƙananan (tare da jagorancin fasaha na kan layi) don tabbatar da haɗin kai tare da kayan aiki da matakai na yanzu.