Power SiC 2019 Materials, Devices, and Applications
Time:2020.08.25
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According to Memes Consulting, due to Tesla's use of SiC devices in its main inverters, the SiC power device market has attracted widespread attention from 2018 to 2019. Whether other automakers will follow up and apply SiC devices has become a hot topic this year. In recent years, the automotive industry has invested more than US$300 billion in the development of various electric vehicles (xEV), which has promoted the explosion of the xEV market. This is in sharp contrast to the traditional internal combustion engine vehicle market, which is experiencing an unprecedented slowdown in growth. The xEV market is the main market driving factor for silicon (Si) power devices. It is not surprising that it is the source of excitement in the SiC market.
However, as far as the SiC application market in the xEV field is concerned, industry manufacturers have different expectations, some are conservative and some are very optimistic. As for the market size in 2025, industry manufacturers' forecasts range from hundreds of millions of dollars to billions of dollars. According to STMicroelectronics, the market will grow to 3 billion dollars in 2025. Everyone agrees that EV is the most potential market, but there are different opinions on how it will develop and how SiC will penetrate the automotive market. These market forecasts are based on the data collected by each manufacturer and their interpretation of the data.
SiC power device development timeline
Through in-depth exchanges with industry vendors, Yole saw the booming SiC power device market. Yole predicts that by 2024, the SiC power semiconductor market will grow to $2 billion, and the compound annual growth rate (CAGR) during 2018-2024 will be as high as 29%. Among them, the automotive market is undoubtedly the most important driving factor, and its SiC power semiconductor market share is expected to reach 50% by 2024.
Power SiC product advantages
This report covers various SiC power device markets, including pure electric vehicles and hybrid electric vehicles (EV/HEV), charging infrastructure, photovoltaics (PV), power supply, railways, motor drives, uninterruptible power supplies (UPS) and wind power, It also includes Yole's analysis and insights on SiC applications.
2018~2024 SiC market development forecast in the automotive sector
In the silicon (Si) power field, power modules are often used in high-power rated applications (such as EV main inverters and railway applications), while discrete modules are often used in low-power rated applications. As shown in the figure below, some manufacturers such as Infineon have both discrete devices and modules, while other manufacturers such as Danfoss and Semikron are pure module packagers. There are also some discrete device packagers, including a number of outsourced semiconductor packaging and testing vendors (OSAT).
Discrete Power Devices vs. Power Modules: Overview of Package Manufacturers
SiC wafer supply development history
2018 Wolfspeed (Cree) SiC wafer market share estimation
Some companies involved in this report:Alstom, Ascatron, Aymont, Bombardier, Basic Semiconductor, Brückwell Technology, Caly Technology, Clas-SiC Wafer Fab, CREE, CRRC, Danfoss, Delphi, DENSO, Dow Corning, Epiworld, Episil, Fraunhofer IISB, Fuji Electric, GE, GeneSiC, Global Power Device, Global Power Technology, Hestia Power, Hitachi, IBS, II-VI, Infineon, MicroSemi, Mitsubishi Electric, Norstel, Northrop Grumman, NXP, ON Semiconductor, Panasonic, Philips, Powerex, Raytheon, RENESAS, ROHM, Sanrex, Schneider Electric, Semikron, Shindengen, SICC, Siemens, SMA, STMicroelectronics, Toshiba, Toyota, United Silicon Carbide, WeEn, Wolfspeed, X-Fab, Yaskawa…