Silicon Carbide market update: From discrete devices to modules

Transcription

1 PCIM EUROPE th 22nd May 2014 Nuremberg Silicon Carbide market update: From discrete devices to modules Dr. Kamel Madjour, Technology & Market Analyst, Yole Développement May 21th 20141

2 Who is Yole Developpement? Market, technology and strategy consulting company, founded in Research performed by our in-house analysts 30 full time analysts with technical and marketing degrees Primary research including over 3,500 interviews per year Yole helps you to bring your technologies to market PCIM 2014 Yole Presentation

3 Our Global Presence & Activity 30 % of our activity Offices in NY & LA 40 % of our activity Offices in Lyon (HQ), Nantes, Nice & Paris SystemPlus Yole Korea Yole Inc. KnowMade Yole Japan Offices in Korea & Japan 30 % of our activity PCIM 2014 Yole Presentation

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5 Overall power electronics industry outlook

6 Power electronics market metrics overall PE market size, split by family Source: Yole Développement (2014) It includes: Power discretes: MOSFET, rectifier, IGBT, Bipolar. Power modules: IGBT, diode or MOSFET modules, IPM Power IC: power management IC: mainly voltage regulators (POL) and drivers PCIM 2014 Power Market

7 power electronics foreseen evolution (1/2) Source: Yole Développement (2014) Source: Power GaN 2014 Report PCIM 2014 Power Market

8 power electronics foreseen evolution (2/2) Significant increase of Automotive sector following EV and HEV ramp-up that will boost the 650, 900 and 1.2 kv segments Renewable energies and smart-grid implementation will drive industry sector ramp-up with a positive impact on the 1.2 kv+ device market size Rail traction will stay very dynamic as well. Along with electricity grid momentum, it should boost the > 3.3 kv segment by more than 100% from 2013 to Steady erosion of Consumer-related 600V segments market share due to pressure on price (However, volumes (units) will keep on increasing). PCIM 2014 Power Market

9 Unipolar Field Effect Transistors Bipolar Life Cycle of Power Device Technologies A new generation every ~20 years Diode Thyristor GTO IGCT BJT SiC BJT IGBT Gen. 2 Max. 600V Gen. 6 Max. 6500V MOSFET Yole Développement (2014) SJ MOSFET SiC diode SiC JFET SiC MOSFET GaN HEMT Silicon SiC GaN Thyristor & MOSFET era Si IGBT era SiC era? >2020 PCIM 2014 Power Market

10 Vo l t a g e SiC Value Proposition As Fast as MOSFET, as Powerful as Thyristor Applications: Grid / Very high voltage 10kV 8kV Applications: Motor control, PV, Wind, Grid, rail traction High to very high voltage 6kV 4kV 2kV Applications: All type of inverter Range kw to MW Yole Développement (2014) 100kHz 1kHz 100Hz 200A 1kA 2kA 2.2 ka New capabilities offered by SiC: several kv, several ka, several 100 s khz +1MHz PCIM 2014 Power Market

11 SiC industry outlook

12 SiC Devices Possible applications in silicon power electronics SiC can displace Silicon in: IT & Consumer Automotive Industry Power distribution PFC / Power supplies Converter / Inverter DC/AC Inverter DC/DC Converter Inverter Rail transport. Electronic appliances & Computing UPS Hybrid automotive P.V. Motor control UPS Wind turbines 100kW < 500 W 1 5 kw kw 5 50kW 5 100kW > 1MW 1MW SiC & GaN possible competition SiC only Source: Yole Développement (2014) PCIM 2014 SiC Industry

13 Power electronics SiC device manufacturing Current business model in the SiC world Size (2013 sales) Large Source: Yole Développement (2014) $5M Medium $1M Small SiC Foundry service / contract manufacturer Device maker - IDMs System manufacturer with SiC capability Source: SiC 2014 Report PCIM 2014 SiC Industry

14 Today Time to market for SiC Implementation of SiC Materials in Power Electronics SiC diode only SiC diode & transistor SiC in HEV/EV SiC in Wind Turbines Source: Yole Développement (2014)? SiC in AC motor drives SiC in UPS SiC in Rail Traction SiC in Solar Inverters SiC Schottky diodes in Power Factor Correctors < > 2020 Source: SiC 2014 Report PCIM 2014 SiC Industry

15 Projection of SiC Power Device Market Size Split by application: Nominal scenario Source: Yole Développement (2014) Source: SiC 2014 Report PCIM 2014 SiC Industry

16 shares of SiC revenues evolution by company headquarter location Source: SiC 2014 Report PCIM 2014 SiC Industry

17 Conclusions SiC is now implemented in several power systems and is gaining momentum and credibility. We stay convinced that the most pertinent market for SiC lands in high and very high voltage (> 1.2kV), where applications are less cost-driven and where few incumbent technologies can t compete in performance. This transition is on its way as several device/module makers have already planned such products at short term. Thus, even though EV/HEV skips SiC, industry could expand among other apps. Now, the only question remains: Is there enough business to make so many contenders live decently? Probably yes as green-techs are also expanding fast, strongly requesting SiC. But, any new comers should carefully manage its strategy and properly size its capex according to the market size PCIM 2014 Conclusions

18 For More Information Take a look at our websites & Online free registration to YOLE publications PCIM 2014 Information

19 PCIM EUROPE th 22nd May 2014 Nuremberg Thank You! Dr. Kamel Madjour, Technology & Market Analyst, Yole Développement May 21th