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Super Junction MOSFET Business Update
Feb.2013

superjunctionmosfetmarketforecast
5 990 €

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Description

Yole SJMOS PE 2013A $1B market by 2018, forecast at 10.3% growth per year. Already eight new players in the last three years!

SJ MOSFET is jumping from consumer power supplies to the renewable energy and industry segments

It’s no secret: Consumer is SJ MOSFET’s main application segment, representing 2/3 of its total market. And while some applications are stagnant, i.e. Desktop PC and game console power supplies, most applications are still growing. The biggest growth area will be power supplies for tablets, with an expected 32% increase in CAGR from 2013 to 2018. However, the main products where SJ MOSFETs are used are PC (Desktop and laptop) power supplies and TV sets, which total half of the SJ MOSFET market as presented in this report.

The driver for using SJ MOSFET in these applications is, first and foremost, size reduction. SJ MOSFET allows for a much smaller size than planar MOSFET, since they generate less heat.

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.

This report clarifies the situation of SJ MOSFET in EV/HEV markets, and shows how SJ MOSFET will be used in DC/DC converters and chargers and how it provides accurate market metrics.
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.

In summary, SJ MOSFET is currently employed mostly for high-end solutions.

SuperJunctionMoSFETmarketforecast
 
Deep trench/multi-Epi: Deep trench technology is improving, but is still too expensive

The technology used for Super Junction MOSFET is of two types. The first one, developed by Infineon, uses a series of epitaxies and doping to create a locally doped “island” in the epi-layer. The doped region then diffuses and creates an N-doped pillar. The second technology uses deep reactive ion etching to dig a trench. This trench is then filled with an N-doped material to create the super junction structure. Players exploiting this particular technology are Toshiba, Fairchild Semiconductor and IceMOS Technology.

Technology evolution is accelerating and the opposition between multiple epitaxy and deep trench is growing stronger. Toshiba released its 4th generation of its DTMOS, a deep trench power MOSFET with a smaller pitch size. It means a smaller die size and an improved RdsON. It’s still more expensive to produce than a CoolMOS (Infineon’s brand name), but it’s becoming more and more competitive.

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?

In 2012, Power Electronics was in crisis. IGBT fell 20 - 25% in sales. Meanwhile, Super Junction MOSFET grew at 8.3%, a trend we expect will continue until 2018, when it tops the $1B limit. This forecast demonstrates how much the technology is needed. In 2011, production capacity was too small to handle the high demand. This shortage situation helped the SJ MOSFET market weather the 2012 crisis. For manufacturers, this demand was used as a buffer, and we believe that in 2013 the market will return to its normal supply status.


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.

OriginandhistoryofSJMOSFET
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, we expect market share to shift. Several small players will eat a few percent and cause the leaders’ share to shrink.

EvolutionofpackagingsolutionsforSJMOSFET

Table of contents

INTRODUCTION 2
> How is this report built?

EXECUTIVE SUMMARY 9
POWER ELECTRONICS MARKET 28
SUPER JUNCTION MOSFET MARKET 35
APPLICATIONS FOR SUPER JUNCTION MOSFETS 55
> Synthesis on Super Junction MOS applications
- Super Junction MOS drivers by segment
- Split by application as of 2012
- Super Junction MOS market forecast to 2008
> Super Junction MOS in PV inverter 
> Super Junction MOS in Uninterruptible Power Supplies (UPS) 
> Super Junction MOS in LCD TV 
> Super Junction MOS in lighting
applications 
> Super Junction MOS in desktop power
supplies 
> Super Junction MOS in servers 
> Super Junction MOS in SMPS for consumer applications 
> Super Junction MOS in EV/HEV & EV/HEV supply equipment
> Super Junction MOS in other power
supplies

SUPER JUNCTION MOSFET TECHNOLOGIES 131
> History
> Two technologies:
- Multiple epitaxy technology
- Deep trench technology
> Cost analysis
> Performances history at R&D
> Who does what?
SJ MOSFET PACKAGING 145
> History
> PowerFLAT and ThinPAK
> Power Modules

TRENDS IN THE SUPER JUNCTION MOSFET MARKET 153
> Towards higher voltage
> The competing technologies against Super
Junction MOSFET

ADDED VALUE OF SUPER JUNCTION MOS 163
> Conventional power MOSFET
> The Super Junction principle
> Features and benefits
> Si, Super Junction MOS and SiC - characteristics comparison
> Super Junction MOSFET position in voltage and frequency

PLAYER PROFILES 172
> Recall on market share by player
> Players profile analysis
> Focus on new players

CONCLUSION 189
YOLE DÉVELOPPEMENT CONTACTS
APPENDIX
REVERSE ENGINEERING ON SUPER JUNCTION MOS
> Structure Comparison – Multi-epi
> Structure Comparison – Pictures
> Structure Comparison – Dimensions

 

Companies Cited

350 green
ABB
Aker Wade
Alpha Omega Semiconductor
ASMC
Better Place
Clippercreek
Continental
Danfoss
Dawin Electronics
DBT
Delta
Denso
Efacec
Eltek Valere
Enphase
EPC Corp.
Fairchild
Flextronics
Foxconn
Freescale
Fuji Electric
Fujitsu
GaN Systems
Grace Semiconductor
Hager
Hua-Hong NEC
IceMOS Technology
Infineon
International Rectifier
Involar
Ixys
LAAS CNRS
Legrand
Leviton
LG
Magna
Magnachip
Maplesemi
microGaN
Microsemi
NCE Power
Nichicon
NXP
Omron
ON Semiconductor
Powersem
Qualcomm Halo
Renesas
Rohm
Schneider Electric
Semipower
Shindengen
Siemens
Silan
SMIC
STMicroelectronics
Toshiba
Towerjazz
Toyota
Transphorm
Valeo
Vincotech
Vishay

KEY FEATURES OF THE REPORT

  • Market metrics split by players, applications and technologies
  • Market forecast out to 2018 (in $, units and wafers)
  • Analysis of existing players and market share, plus new players
  • An exhaustive supply-chain analysis
  • Details on packaging solutions
  • A presentation of available and competing technologies
  • Focus on Electric & Hybrid Vehicles