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Power SiC 2016: Materials, Devices, Modules, and Applications
Jun.2016

sic_device_market
6 490 €

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Description

couv flyer SiC juin2016 2

More confident and more prepared, power SiC is progressing at a 2015 - 2021 CAGR of 19%!

SiC power is diffusing into multiple application segments

When the first SiC diode was launched in 2001, the industry questioned the future of the SiC power business: Will it grow? Is this a real business? 15 years later, in 2016, people don’t ask these questions anymore. The SiC power business is concrete and real, with a promising outlook. The SiC power market (diode and transistor included) is estimated to be more than $200M in 2015 and forecasted to be more than $550M in 2021, with a 2015 - 2021 CAGR of 19%. Not surprisingly, the power factor correction (PFC) power supply market is still the leading application, consuming a large volume of diodes.

Photovoltaics (PV) inverters are close behind. SiC diodes and MOSFETs are now used by various PV inverter manufacturers in their products. It has been confirmed that SiC implementation provides several performance benefits: increased efficiency, reduced size and weight. In addition, it allows to low cost at the system level in certain power range. Yole Développement has received increasingly positive feedback from the market, and we expect other manufacturers to follow in the footsteps of the early adopters, leading to a rapid expansion of the PV segment in the coming years.

The benefits enabled by SiC, the continuous performance improvement, and the cost erosion of SiC power devices will fuel the implementation of SiC in different applications. This report conveys Yole Développement’s understanding of SiC implementation in different segments, and offers a comprehensive summary of SiC power device market data (split by application), including PFC/power supply, PV, EV/HEV, uninterruptible power supplies (UPS), motor drives, wind, and rail.

Commercially available SiC diodes 

SiC devices manufacturers must support the system makers in order to facilitate adoption.

Designers are well aware of SiC’s advantages, but they also know the challenges they face: a new product with SiC devices means R&D investments, higher device cost, differences between Si devices they’re already familiar with, and lack of field data. All of these factors present barriers to using SiC.

To accelerate SiC’s adoption, it is necessary to continue to educate end-users about the benefits at system level; and more importantly, to support them in using these new devices. Yole Développement is happy to see that device manufacturers have gradually learned from their experiences and are moving in a good direction. For example, facing questioning about reliability, SiC device suppliers are offering more and more reliability data, supported by internal and third-party testing. Understanding that the reliability standards for silicon do not completely suit SiC devices, a consortium to establish new standards has been formed by different SiC power device makers.

Also, the announcement of a new module is frequently associated with the release of a driving solution, assisting the designer in surmounting the difficulties linked to the driver. Similarly, Wolfspeed proposes a new SiC-dedicated online design simulation tool to simplify the designer’s task. Moreover, additional integrated solutions like power stack (also called “power assembly” or “power block”) are appearing on the market. For example, GE has proposed a power block designed to be a kind of “plug-and-play” solution, with the objective to avoid integration difficulties that designers may encounter.

This report includes a detailed description of the diode, transistor, and module product landscape.

Coming SiC product examples 

SiC power is creating many opportunities for many different types of suppliers.

Attracted by the market’s potential, more and more players are entering at different levels of the value chain:

  • At the module packaging level, Starpower just showed their SiC module in May 2016.
  • A the device level, after investing in Monolith Semiconductors in 2015, Littlefuse released its SiC diode products in May this year, with the intention to develop a full product range. We’ve also identified other newcomers: Brückewell, YangJie Technology, Gengol, each with different backgrounds and different business models.
  • On the materials side, Aymont, the SiC growth furnace supplier, has started to supply SiC wafers

Furthermore, existing players will expand their products. For example, Infineon just released its 1200V SiC MOSFET and plans to go into mass production in 2017. Also, Fuji’s full SiC module will be available. As more and more products reach the market, Yole Développement expects an acceleration of SiC. This growing market is generating plenty of opportunities for different types of suppliers: passive components, materials suppliers, test equipment suppliers, and more.

This report provides an overview of the SiC power industry playground, covering the value chain from material to epi to module, and outlines Yole Développement’s understanding of the market’s current dynamics and future evolution.

SiC device market 

Objectives of the Report

This report’s objectives are to:

  • Review the SiC power industry landscape
  • Provide market volume and revenue forecast to 2021
  • Detail SiC's penetration in different applications (PFC/power supply, PV, EV/HEV, UPS, motor drive, wind, rail etc.)
  • Showcase state-of-the-art SiC-based devices, modules, and power stacks
  • Reveal the SiC power market roadmap

what's new compared to previous edition

  • Products chart for SiC diode, transistor, and module
  • Protection -a new application for SiC JFETs
  • Updating different players’ 2014 market share
  • Splits for discrete, hybrid, and full SiC module
  • Discussion about SiC power market dynamics
  • SiC power market road map

 

Table of contents

Executive summary  7


> WBG market segmentation as a function of voltage range
> Primary driver of using sic in different applications
> Roadmap of drivers for SiC power industry
> SiC VS Si
> Projection of SiC power device market
> Evolution of market share of different applications
> Projection of SiC transistor market
> SiC device market share
> SiC device market
> Estimate of market share of SiC device makers in 2015
> Noteworthy news
> Comparison with Yole Développement’s previous forecast

 

Why using SiC for power electronic applications?  25


> Power device technology life–cycle
> Why SiC power?
> Power density enhancement from 1980 to 2021
> WBG market segmentation as a function of voltage range

 

PFC/Power supply market 30


> Power supply
> Power supply: trend in the industry
> Power supply: regulation evolution  
> PFC/power supply market segmentation
> Power supply market (Munits)
> PFC applications
> PFC: mode of operation
> SiC penetration in PFC
> SiC device market for PFC (in M$)

 

PV inverters  40


> Photovoltaics
> Photovoltaic inverters
> SiC positioning
> power electronics challenges in photovoltaics
> Commercial PV string inverter weight vs output power
> SiC presence in PV string inverter
> SiC in central PV inverter (R&D)
> SiC in micro-inverter
> SiC implementation as function of PV classification (as of 2016)
> SIC device markets in PV
> SiC for solar power: conclusions

 

EV/HEV market 52


> What has contributed to market grow in the last years?
> Power electronics and automotive application
> Different types of electrified vehicles: definition
> Different types of electrified vehicles
> Converters & inverters in EV/HEV
> Known SiC activities in EV/HEV
> Yole’s vision of WBG penetration in EV/HEV before 2021
> SiC component evaluation by Toyota
> SiC devices’ add value in EV/HEV applications
> Is the automotive industry ready to embrasse the SIC technology?
> Typical phases of evolution in automotive
> SIC device markets in EV/HEV
> EV/HEV market: conclusions

 

Uninterruptible Power Supplies (UPS) 67


> UPS market: definition & architecture
> SiC penetration in UPS sector
> Can SiC help to save money for UPS applications? (1/2)
> Can SiC help to save money for UPS applications? (2/2)
> WBG penetration in UPS sector
> SiC device market for UPS inverter to 2020 (in M$)

 

Industrial motor drive market 74


> Motor drive applications
> Motor drive applications
> SiC’s opportunity in motor drives
> Challenge for SIC integration in motor drives
> SiC implementation in motor drives
> SiC device market for Motor drives to 2021 (in M$)

 

Power converters for wind turbines 81


> Wind turbines market
> Architecture
> DFIG vs Full-Converter
> Power devices used in wind application and SiC target
> Si Power devices currently used in wind applications
> Is SiC devices ready for wind power?  
> SiC device market for wind turbines to 2021 (in M$)


 

Rail traction market 89


> Segmentation
> Power devices in different types of trains
> SiC implementation in rail traction
> Full SiC inverter for rail traction
> Full SiC inverter for rail traction
> Full SiC inverter for rail traction
> Hybrid SiC inverter for rail traction
> Hybrid SiC inverter for rail traction
> On track testing of SiC hybrid inverter
> SiC for auxiliary power in trains
> Hybrid Vs full SiC solution in traction
> SiC device market in trains to 2021 (in M$)

 

Other applications for SiC 102


> Battery charger
> SIC for induction heating generators
> Possible applications of SiC in aeronautics
> SIC for military applications

 

Beyond power conversion: SiC JFET for protection applications 108


> Protection overview
> Possible ways of using SiC transistors for protection
> Identified projects using SiC devices for protection applications
> SiC JFETs for protection applications
> SiC JFET for current limiting applications: examples

 

SiC devices, module and stack 114


> Main difference between Si and SiC in process
> SiC power devices
> SiC MOSFET
> Main challenge of SiC MOSFET
> SiC based MOSFET wafer cost structure (1/2)
> SiC module products
> Full SIC module packaging design
> Commercially available IPM example
> Solutions to reduce parasitic inductance
> Adopt Si module design for SIC (1/2)
> Adopt Si module design for SIC (2/2)
> Full SIC module design (1/2)
> SiC module packaging (2/2)
> Evolution of junction temperature inside power modules
> Innovative packaging for SIC in R&D
> SiC power stack
> Commercially available SiC diode
> Known SiC MOSFET (including sampling, underdevelopment )
> Wolfspeed’s customer power services
> Commercially available SiC transistor discretes
> Commercially available  SiC based modules

 

SiC substrate and epi market 138


> SiC wafer supplier status
> Mapping of SiC players
> Surge of China in SiC wafer production capacity
> Whether Chinese SiC wafer players will reshape the market? (1/2)
> Whether Chinese SiC wafer players will reshape the market? (2/2)
> Tentative estimation of market share of n-type SiC substrate players
> SiC epi-house and epi-service offers
> Defect density vs yield vs reliability
> SiC substrate/epi quality & its impact
> State-of-the-art of defects in SiC substrates and epiwafers
> SiC wafer market volume vs production capacity
> SiC n-type substrate market volume projection up to 2021
> SiC n-type substrate average price estimation
> SiC n-type substrate market size (M$) projection up to 2021
> SiC epi market Size (M$) projection up to 2021
> SiC epiwafer open market size estimation up to 2021

 

SiC power industry landscape 155


> SiC power device timeline
> Origin of involvement of SiC power device manufacturers (2016)
> From prototype to mass-production
> Tentative estimate of market share of SiC device makers in 2014
> Estimate of market share of SiC device makers in 2015
> Special focus on China
> Special focus in China

 

Discussion and perspectives 169


> Challenges in SiC power manufacturing  
> Is the ecosystem ready for SiC power?
> Main challenges of SiC power industry  
> What is happening to deal with the challenges?
> Opportunities for the industry
> Power device price: Si vs SIC
> Which cost we are talking about?
> Business models in SiC power industry (1/2)
> Business models in SiC power industry (2/2)
> Life cycle of sic transistor and sic diode
> Description of SiC diode status
> Description of SiC transistor status
> How we see SiC power device industry today? (As of 2016)
> Some insights
> Primary driver of using sic in different applications
> SiC in the hype cycle
> Roadmap of drivers for SiC power industry

 

Conclusions 181


 

Companies cited

ABB
Alstom
APEI
AT&S
Ascatron
Aymont
Bombardier
Brückewell
Caly Technologies
Cissoid
Cree
Danfoss
Delphi
DENSO
Episil
Fairchild
Ford
Fraunhofer IISB
Fuji Electric
GE
GeneSiC
Global Power Device
Global Power Technology
Heibei Tongguang
Hestia Power
Hitachi
IBS
Infineon
Littlefuse
MicroSemi

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mitsubishi
Monolith Semiconductor
Northrop Grumman
NXP
ON Semiconductor
Panasonic
Philips
Powerex
Power Integration
Raytheon
RENESAS
ROHM
Sanrex
Semikron
Shindengen
Siemens
SMA
StarPower
STMicroelectronics
Sumitomo SEI
Sungrow
Toshiba
Toyota
Transphorm
United Silicon Carbide
Wolfspeed
Xfab
Yangjie Technology
and more

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

KEY FEATURES OF THE REPORT

  • Yole Développement’s deep understanding of SiC penetration in different applications (PFC/power supply, PV, EV/HEV, UPS, motor drive, wind, rail, etc.)
  • State-of-the-art SiC-based devices, modules, and power stacks, including product charts for each
  • Description of the SiC power industrial landscape from materials to system, and discussion about SiC power market dynamics
  • Market projection (transistor/diode split, application split) for SiC power devices through 2021 (in $)
  • Market projection for the SiC substrate and epi market through 2021 (in $ and units)