PCIM EUROPE 2014
20th – 22nd May 2014
Nuremberg
Silicon Carbide market update:
From discrete devices to modules…
Dr. Kamel Madjour,
Technology & Market Analyst, Yole Développement
May 21th
©2014 | www.yole.fr
20141
Who is Yole Developpement ?
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PCIM 2014| Yole Presentation | ©2014 | www.yole.fr
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Our Global Presence & Activity
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& LA
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activity
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(HQ), Nantes, Nice
& Paris
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Offices in Korea &
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activity
PCIM 2014| Yole Presentation | ©2014 | www.yole.fr
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Yole Group Activities
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PCIM 2014| Yole Presentation | ©2014 | www.yole.fr
4
Overall power electronics
industry outlook
Power electronics market metrics
2006 - 2020 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 | ©2014 | www.yole.fr
6
2013 - 2020 power electronics foreseen evolution (1/2)
Source: Yole Développement (2014)
Source: “Power GaN 2014” Report
PCIM 2014| Power Market | ©2014 | www.yole.fr
7
2013 - 2020 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 2020.
• 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 | ©2014 | www.yole.fr
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Life–Cycle of Power Device Technologies
A new generation every ~20 years…
Bipolar
Diode
Thyristor
GTO
IGCT
BJT
SiC BJT
Field Effect Transistors
Unipolar
IGBT
Silicon
SiC
GaN
Gen. 2
Max. 600V
…
Gen. 6
Max. 6500V
MOSFET
SJ
MOSFET
SiC JFET
SiC MOSFET
SiC diode
Yole Développement (2014)
GaN HEMT
Thyristor & MOSFET era
1970
Si IGBT era
1990
SiC era ?
2010
2014
>2020
PCIM 2014| Power Market | ©2014 | www.yole.fr
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SiC Value Proposition
Vo l t a g e
As Fast as MOSFET, as Powerful as Thyristor
Applications: Grid / Very high voltage
Applications:
Motor control, PV, Wind,
Grid, rail traction
High to very high voltage
10kV
8kV
6kV
Applications:
All type of inverter
Range kW to MW
4kV
100Hz
1kHz
Yole Développement (2014)
2kV
100kHz
200A
1kA
2kA
2.2 kA
+1MHz
New capabilities offered by SiC: several
kV, several kA, several 100’s kHz
PCIM 2014| Power Market | ©2014 | www.yole.fr
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SiC industry outlook
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
< 500 W
UPS
1 – 5 kW
Hybrid automotive
30 – 350 kW
SiC & GaN possible competition
P.V.
5 – 50kW
Motor control
5 – 100kW
UPS
Wind turbines
100kW
1MW
> 1MW
SiC only
Source: Yole Développement (2014)
PCIM 2014| SiC Industry | ©2014 | www.yole.fr
12
Power electronics SiC device manufacturing
Current business model in the SiC world
Size
(2013 sales)
Source: Yole Développement (2014)
Large
$5M
Medium
$1M
Small
SiC Foundry service /
contract manufacturer
Source: “SiC 2014” Report
Device maker - IDMs
System manufacturer with
SiC capability
PCIM 2014| SiC Industry | ©2014 | www.yole.fr
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Time to market for SiC
Implementation of SiC Materials in Power Electronics
SiC diode only
SiC diode & transistor
Today
SiC in HEV/EV
Source: Yole Développement (2014)
SiC in Wind Turbines
?
SiC in AC motor drives
SiC in UPS
SiC in Rail Traction
SiC in Solar Inverters
SiC Schottky diodes in Power Factor Correctors
< 2006
Source: “SiC 2014” Report
2008
2010
2012
2014
2016
2018
> 2020
PCIM 2014| SiC Industry | ©2014 | www.yole.fr
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Projection of SiC Power Device Market Size
Split by application: Nominal scenario
Source: Yole Développement (2014)
Source: “SiC 2014” Report
PCIM 2014| SiC Industry | ©2014 | www.yole.fr
15
2002 – 2020 shares of SiC revenues evolution by
company headquarter location
Source: “SiC 2014” Report
PCIM 2014| SiC Industry | ©2014 | www.yole.fr
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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 | ©2014 | www.yole.fr
17
For More Information …
Take a look at our websites
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&
www.i-micronews.com
Online free registration to YOLE publications
PCIM 2014| Information | ©2014 | www.yole.fr
18
PCIM EUROPE 2014
20th – 22nd May 2014
Nuremberg
Thank You !
Dr. Kamel Madjour,
Technology & Market Analyst, Yole Développement
May 21th
©2014 | www.yole.fr
2014
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