Sample - Yole Développement

SiC 2014
SiC propagates over all industrial segments.
Contagion has begun…
Alstom
II-VI
AIST
Denso
CREE
Mitsubishi
Dow corning
© 2014
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Projection of SiC Power Device Market Size
Split by application
Source: Yole Développement
© 2014 •
2
Executive Summary
Where Are SiC Chips Used Over the Entire
Power Industry Value Chain
Power Stack
Other Passives
Laminated Busbar
Capacitors
Protection
Connectors
Assembly
Drivers
Power
Modules
Power Inverter
Cooling Systems
SiC Chips
Semiconductor Devices
© 2014 •
3
SiC vs. Si Market
Commercial SiC Diode Products
Date introduced to the marketplace
600V JBS
July 2009
1.7kV SBD
April 2010
600V SBD
Jan 2012
8kV SBD
Nov 2013
5th gen. SBD 650V
Sept. 2012
Based on thin-wafer
Dual 600V SBD
Jan. 2014
1.2kV SBD
Feb 09
SBD
May 2010
1.2kV/15&30A SBD
Mar 2013
SBD Gen 2
July 2012
1.7kV / 50A SBD
March 2014
600V SBD
Feb 09
650V/12A SBD
April 2013
1.2 – 2.4kV SBD
Dec 2010
1.2kV SBD
Sept. 2012
3rd gen. SBD
Feb 09
2009
© 2014 •
2010
4
600V & 1.2kV SBD
Sept 2013
5th gen. SBD 1,200V
July 2014
1.2kV SBD
Nov. 2012
2011
2012
2013
2014
PFC Market
2015
2016
2017
> 2018
PV Inverters Commercial Products with SiC
Hybrid Si/SiC products. Source: SystemPlus Consulting
– Power One (US): Aurora Micro-inverter 205W (Micro-0.25-I-OUTD-230)
• 2 CREE SiC diodes 1200V/5A (TO263) + 2 CREE diodes 600V/4A (TO252)
Courtesy of System+
Consulting
© 2014 •
5
PV Inverter
Market Size of Motor AC Drives by
Application and Type
Yole Développement © May 2013
•
•
Over a total of ~$xxb in 2013
White-goods are not implemented here as it uses mostly IPM, not power modules.
© 2014 •
6
Motor Drive Market
Roadmap for SiC implementation in rail
traction, by main players
2012
Si IGBT/Diode
Si IGBT/Diode
2013
2014
Prototype full-SiC with
Rohm& Danfoss. 1.7kV
Si IGBT/Diode
Full SiC. 1.7kV
Waiting for device
availability to start R&D
Si IGBT/Diode
No information
Si IGBT/Diode
No information
Full SiC
Full SiC
There are two possible strategies for SiC in rail traction:
– Integrate SiC diodes (hybrid modules) and then Full-SiC  Mitsubishi
– Work on Full SiC from scratch, and skip Si/SiC hybrid step  Alstom, bombardier
© 2014 •
7
•
It save additional design developments and R&D investments
Prototype
Market
2015
Full SiC
Waiting for device
availability to start R&D
Hybrid Si/SiC
Current
China Wide Band-gap Power
Semiconductor Industry Alliance (2/2)
Wafer
© 2014 •
8
Epi wafer
Device
Module and system
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