FOR IMMEDIATE RELEASE
SiC power business is a reality
Power SiC 2016: Materials, Devices, Modules, and Applications
report – June 2016
LYON, France – June 27, 2016: Today, SiC1 benefits are not a secret
anymore and progressively lot of industries are considering the development
of new products including SiC technologies.
”The SiC power business is concrete and real, with a promising outlook”,
announces Yole Développement (Yole) in its latest compound semiconductor
report, Power SiC 2016: Materials, Devices, Modules & Applications.
The SiC power market, diode and transistor included is estimated to be more
than US$200 million in 2015 and forecasted to be more than US$550
million in 2021, with a 2015 - 2021 CAGR of 19%. SiC diodes still dominate
the overall SiC market with 85% market share. According to Yole, this leading
position will not change for several years. In parallel, SiC transistors are more
and more present and should reach 27% market share in 2021.
SiC solutions are diffusing step by step into multiple application segments:
“We are at the opening stage of the SiC industry for power electronics
applications”, confirm Yole’s analysts.
This SiC technology & market
analysis is not the first edition
for Yole. Therefore, the
“More than Moore” market
research
and
strategy
consulting company has been
working for fifteen years on
SiC technologies, associated
markets and more globally
within the WBG2 area. This
year, this report is probably
the
most
successful
achievement with a global
comprehension of the market
needs and technology challenges.
Yole’s analysis details a relevant description of the SiC power industry
landscape and lists the key related market data. It also proposes a
detailed review per market segment, a full analysis of the SiC supply
chain including new entrants, mergers and acquisitions and a
technology roadmap. A special section has been also performed by
1
2
SiC : Silicon Carbide
WBG : Wide Band Gap
Yole Développement Le Quartz
75 cours Emile Zola – 69100 Lyon-Villeurbanne – France
www.yole.fr – www.i-micronews.com
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YOLE DEVELOPPEMENT
Yole’s analysts to understand the current issues in China and identify
business opportunities.
With this 2016 edition, Yole confirms its leadership within the analysis
of the WBG industry, its technologies and market trends.
Not surprisingly, the PFC3 power supply market is still the leading
application with almost 50% market share (in revenue), consuming a
large volume of diodes in 2015. However this market share is expected
to decrease little by little after 2016… So far behind, PV4 inverters are
close behind. Indeed 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 including
increased efficiency, reduced size and weight. In addition, it allows to
low cost at the system level in certain power range. “At Yole, we have
received increasingly positive feedback from the market”, asserts Dr Hong
Ling, Technology & Market Analyst at Yole. “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.”
Other SiC applications include UPS5, motor drive, wind, EV/HEV6 and
rail, all with different levels of adoption. Within the rail sector, SiC
penetration continues. For EV/HEV applications, OEMs7 and Ter1 are
testing SiC devices but qualification time is long…
The benefits enabled by SiC, the continuous performance
improvement, and the cost erosion of SiC power devices will clearly
fuel the implementation of SiC in different applications. “Under this new
SiC edition, we propose a deep understanding of SiC implementation in
different segments”, comments Dr Ling at Yole. Indeed this analysis
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.
SiC power is creating many opportunities for many different types of
suppliers. Indeed, 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.
 At 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. Yole
has also identified other newcomers including Brückewell,
3 PFC : power factor correction
4
PV : Photovoltaics
5
UPS : Uninterruptible Power Supply
6
EV/HEV: Electric Vehicle/Hybrid Electric Vehicle
7
OEM : Original Equipment Manufacturers
2
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YOLE DEVELOPPEMENT
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 Technologies 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 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.
A detailed description of this analysis is available on i-micronews.com,
compound semi. reports section.
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YOLE DEVELOPPEMENT
About Power SiC 2016: Materials, Devices, Modules & Applications
report
More confident and more prepared, power SiC is progressing at a 2015 - 2021 CAGR
of 19%!
For more information about the report, please contact David Jourdan - Phone:
+33 472 83 01 90
 About the author:
Dr. Hong Lin works at Yole Développement, the "More than Moore" market research and strategy consulting
company, as a technology and market analyst since 2013. She is specialized in compound semiconductors and
provides technical and economic analysis. Before joining Yole Développement, she worked as R&D engineer at
Newstep Technologies. She was in charge of the development of cold cathodes by PECVD for visible and UV
lamp applications based on nanotechnologies. She holds a Ph.D in Physics and Chemistry of materials.
 Companies cited in the report:
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... ….
About Yole Développement – www.yole.fr
Founded in 1998, Yole Développement has grown to become a group of companies providing marketing,
technology and strategy consulting, media and corporate finance services. With a strong focus on emerging
applications using silicon and/or micro manufacturing, the Yole Développement group has expanded to include
more than 50 collaborators worldwide covering MEMS, Compound Semiconductors, LED, Image Sensors,
Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics
and Batteries & Energy Management.
The “More than Moore” company Yole and its partners System Plus Consulting, Blumorpho and KnowMade
support industrial companies, investors and R&D organizations worldwide to help them understand markets and
follow technology trends to develop their business.
 Consulting & Financial Services: Jean-Christophe Eloy (eloy@yole.fr)
 Reports business: David Jourdan (jourdan@yole.fr)
 Press relations & Corporate communication: Sandrine Leroy (leroy@yole.fr)
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