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Jan 30th, 2013
A $1B SJ MOSFET market by 2018, forecast at 10.3% growth per year, announces Yole Développement
Yole Développement announces its Super Junction MOSFET - Business Update report.
Yole Développement’s report provides an exhaustive analysis of high-voltage (+400V) Super Junction MOSFET markets (metrics and forecasts), technologies (deep trench vs multi-epi) and players.
Super Junction MOSFET is jumping from consumer power supplies to the renewable energy and industry segments
The hybrid and electric car markets should not be ignored. True, they are less than $5M today, but they will represent more than $100M by 2018.
Industrial applications are less interested in SJ MOSFET use, since these applications do not require a high frequency of switching when operating in an H-bridge. SJ MOSFET is interesting only for specific topologies such as multi-level, or for cheap, low-power solutions (small UPS, residential PV) - but even in these applications, planar MOSFET or IGBTs remain better solutions since they are cheaper and meet all requirements.
Deep trench / multi-epi: deep trench technology is improving, but is still too expensive
Compound semiconductor remains a threat to SJ MOSFET. SiC will be positioned at higher voltage and will target high-end solutions as well. Silicon will still be present in 2015. IGBT is the best cost vs. switching efficiency trade-off, and International Rectifier is working on high-speed IGBTs that are competing directly with Super Junction MOSFET. In the end, SJ MOSFET is positioned in-between, and depending on the voltage, application and frequency of switching, it could compete with SiC, Fast IGBT, IGBT or GaN.
This report also presents evolutions in packaging, which has become a part of the game. In 2010, STMicroelectronics and Infineon maintained their leadership role by providing a common package type of very small size. It fits perfectly with consumer applications, where size reduction is a strong driver.
Eight new players entered the game in the last three years. How will they capture market share from STMicroelectronics and Infineon?
Another sign of SJ MOSFET being very attractive is the numbers of players that have entered/may enter the market. As explained in this report, the last 36 months have seen eight new players throw their hats in the ring; among them, the Chinese foundries and their fabless counterparts appear to pose the biggest threat to the historical leaders’ market share.
Since the technology is widely used and widely produced, we will see more players join, such as Magnachip and ON Semiconductor. The availability of the technology in Chinese foundries makes things even simpler. 2010 market share was split between the historical leaders, with Infineon having a clear advantage since they were first to commercialize the technology. However, recent announcements and partnerships will probably lead to a more level playing field. Additionally, the feedback from integrators is that they don’t really worry about the manufacturer’s name or brand; instead, they focus on the specifications they need and the devices that fit. With Chinese, Taiwanese and Japanese foundries and device makers entering the market, the analyst expects market share to shift. Several small players will eat a few percent and cause the leaders’ share to shrink.
More information on the report here.
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