After several years of delays and questionings' phase, silicon carbide (SiC) technology confirmed its added-value, compared to existing silicon (Si) technologies. Yole Développement announces in its latest report GaN and SiC Devices for Power Electronics Applications (July 2015 edition) the penetration of silicon carbide (SiC), from low to high voltage (600 to 3300 V), in the following market segments: Power Factor Correction (PFC), photovoltaics, diodes with electric and hybrid electric vehicles (EV/HEV), wind, Uninterruptible Power Supplies (UPS) and motor drives. Under this new technology and market analysis, Yole's analysts point out the emergence of SiC dynamic, especially within the EV/HEV market: SiC technology becomes a reality.
GaN & SiC Devices for Power Electronics Applications report proposes a comprehensive analysis of WBG materials benefits for power electronics applications. Under this report, the More than Moore market research and strategy consulting company, Yole, presents its vision of the SiC technology, its penetration and state of the art at the devices level. Yole's analysts describe the WBG power device landscape with the related players and their strategy.
In 2014, the SiC chip business was worth more than US$ 133 million. As in previous years, power factor correction (PFC) and photovoltaics (PV) are still the leading applications. And Dr Hong Lin, Technology & Market Analyst at Yole, details:
- Today SiC diodes represent more than 80% of the global market. And in 2020, diodes will remain the main contributor across various applications, including electric and hybrid electric vehicles (EV/HEV), PV, PFC, wind, Uninterruptible Power Supplies (UPS) and motor drives.
- In parallel, Yole's analysis highlights the SiC transistors growth, driven by PV inverters. Challenges must be overcome prior to the adoption of pure SiC solutions for EV power train inverters, which is nevertheless expected by 2020.
"Including the growth in both diodes and transistors, at Yole, we expect the total SiC market to more than treble by 2020, reaching US$ 436 million," confirms Dr Lin. The electric and hybrid electric vehicle (EV/HEV) market is the most promising SiC market segment. Indeed, Yole's report expects a rapid growth, especially from 2016. Yole's analysts highlight the huge R&D investments made by the automotive companies within the WBG area. "Such strategies will clearly make innovations easier and trigger more and more business opportunities", analyzes Pierric Gueguen, Business Unit Manager at Yole. "In the automotive area, numerous R&D departments are currently working on the development of new solutions. At Yole, we stay convinced that such strategies will allow an important breakthrough in this sector, in a near future", he adds. In parallel several SiC devices makers are now offering or are going to offer automotive-qualified devices. This step underlines their willingness to enter the automotive industry and answer to the specific needs of automotive players.
In the past, some car makers complained about the lack of large volume SiC devices suppliers: "This situation may also evolve quickly, especially if more and more SiC players achieve their automotive certification", asserts Pierric Gueguen. And he adds: "At Yole, we expect such large volume strategies could lead the SiC technology price erosion."
At Yole, analysts are daily working with the leaders of the WBG industry to learn more about the latest technical innovations and understand the strategy of each player. Under this new report, the consulting company points out the latest industry news and analyzes them. During the first semester of 2015, Yole identified:
- Introduction of a 900V MOSFET platform by the US-based company Cree, targeting EV/HEV charging systems.
- A road test of SiC in Camry, hybrid prototype and a fuel cell bus, announced by Toyota.
- An automotive-qualified SiC MOSFET released by GE.
- Raytheon, STMicroelectronics, APEI, Rohm …all companies are strongly involved in the SiC technology development and make SiC devices a solid and reliable reality for the integrators.