Table of Contents
Glossary
Executive summary
- Our vision of SiC market in the next 10 years. Conditions of success...
- SiC-based device revenues and related 2008 company market shares
- 10-years projection of SiC power device market size split by applications
- Relative market shares of SiC power applications to 2019
- Market projection for SiC substrates in various applications 2008-2019 in
units and $, split by diameter
- Comparison with 2008 report: what we saw, what we missed, what has moved...
- 2009 noteworthy news
- 2008 noteworthy news
- The new entrants since 2005
- Recent known funding for SiC development
- Main manufacturing steps of the SiC device processing
- From Silicon to SiC: Total Accessible Market analysis p17
- Positioning of the SiC devices in the Silicon world
- Silicon vs. SiC device characteristics
- “Reality of silicon & expectations of SiC”
- Possible applications for SiC devices in Silicon power electronics
- Market segmentation of SiC applications as a function of voltage range
- SiC device market shares in %, split by voltage range to 2019
- SiC device applications roadmap
- Time to market
- Main applications accessible to SiC
- Specs / market data of today silicon device market
- Estimated accessible markets, growth rate, and time to market for
SiC-based power electronics
- % of SiC device market over the total Silicon discrete power device
market to 2019
- 2008 Top-15 power electronics company revenues (based on overall
revenues in the Silicon power electronics)
- Conclusion
SiC industry outlook
- Main SiC fabs in Europe
- Main SiC fabs in the US
- Main SiC fabs in Japan
- Main SiC fabs in Asia (Apart of Japan)
- Positioning of the main companies over the SiC value-chain
- Some recent strategies and choices for next-gen power devices technology
- Research Programs. France: G2REC
- Research Programs. Europe: MANSiC
- Research Programs. Japan:
Low-Voltage Applications
- Power Factor Corrector Market
- PFC market main metrics
- SiC or GaN main added-value in PFC circuits
- PFC efficiency comparison as a function of junction T° and Schottky
diode type (Si, SiC and GaN)
- TOP 15 OEM power supply manufacturers and related involvement in SiC &
GaN
- SiC or GaN device main market requirements for PFC applications
- Comparison of Si, SiC or GaN diode cost in a PFC module
- 2008 SBD cost breakdown model projection From SiC 4” wafer to 6A
packaged dies
- 2005-2019 SiC Schottky diodes market forecasts in units and revenues for
PFC
- 2005-2019 SiC Schottky diodes wafers consumption for PFC business
- 2005-2019 substrate market value for SiC Schottky diodes in PFC business
- Discrete SiC SBD available on the market as off Q3 2009
- Conclusion and perspectives
Medium-Voltage Applications
- EV/HEV market
- EV/HEV types and availability: Micro, Mild, Full and plug in Hybrid
- HEV/EV principles and functionalities:
- Projection of market shares of EV, HEV & FCV over ICE to 2019
- Sales projection for EV/HEV to 2019 in million units
- Why SiC in cars ?
- Current device technologies in use
- 2 key power modules: DC-DC boost converter and DC-AC inverter
- Expected improvements of SiC introduction in HEV
- The TOP 5 key requirements for power transistors in HEV (according to
Toyota)
- Roadmap for operation voltage in HEV
- Industrial supply-chain and typical market prices from modules to power
train
- Added value analysis of SiC electronics for HEV: fuel consumption and
money savings
- Overview of Toyota HEV power module
- HEV inverter module cost breakdown
- Silicon vs. SiC HEV inverter cost breakdown
- Sales projection for Silicon and SiC devices in EV/HEV inverters to 2019
- 4” and 6” SiC substrate volume projection for SiC devices in
HEV to 2019
- SiC device suppliers - car manufacturers relationships
- Conclusion: perspective for SiC devices in the HEV
- Inverters for solar panels
- Electric parameter of solar cells
- Solar market segmentation
- Installed base and annual demand of PV in MW to 2019
- Inverter module key parameters
- Cost breakdown of a solar installation and inverter cost in $/kW
- Typical cost breakdown of a single string inverter for residential
application
- Trends in PV voltage
- First SiC inverter demonstrators: Fraunhofer ISE (D)
- First SiC inverter demonstrators: Kassel Institute (D)
- Electronic devices in PV inverters
- TOP-5 solar inverter main manufacturers
- SiC for solar power
- Volume and market of PV inverters split by type 2008-2019
- Device market for PV inverters. % of SiC market penetration and related
size
- Market volume for SiC wafers for PV inverters
- UPS (Uninterrupted Power Supply) market
- Global UPS market: Market value, main uses and worldwide sales
- UPS products segments
- Projection of world UPS market to 2019, split by power range
- UPS vendors market shares
- UPS architectures examples
- 2007-2019 Silicon and SiC device market forecasts in UPS applications
- 2006-2019 SiC substrate market forecasts in USP applications
- Conclusion: SiC success chances in the UPS segment
- Industrial motor AC drives market
- AC drives applications
- Motor drives history
- AC drives market generalities
- 2008-2019 projection for AC drives market as a function of power range
- Less than 10 % of electric motors in the world are fitted with an AC
drive.
- AC drives Total Accessible Market Volumes
- AC drives market shares
- AC Drives Supply-Chain
- AC drives electronic architecture
- SiC in AC drives: Results from Rockwell Automation
- SiC in AC drives: Others initiatives
- Total Accessible Market for SiC in AC Drives
- 2008-2018 Silicon and SiC device market value in AC drive applications
- SiC substrates market in units and $ for Motor AC drive applications
- Conclusion: Success chances for SiC in drives applications
High-Voltage Applications
- Rail traction
- From grid to IGBT: Typical voltage range
- Estimation of the world market share of train rolling stock manufacturers
- Main voltage ranges implemented by major train manufacturers
- Main parameters for the calculations and definitions. 2007 starting point
- World market volume for IGBT modules used in rail transportation, split
by voltage
- Tentative roadmap for SiC introduction in rail transportation. Device
(chip) market
- SiC substrate market size for Rail Traction
- Smart Power Grid :
- Electrical grid management trends
- Growing need for electricity : will double from 2004 to 2030
- Transition from today architecture to tomorrow distributed network and
smart grid management
- Architectures of Smart Power Distribution Sytems: HVDC & FACTS
- HVDC and FACTS use
- HVDC and FACTS main advantage
- HVDC and FACTS market data
- HVDC standard and HVDC light from ABB
- Voltage Source Converters - HVDC light
- Typical IGBT setup in an HVDC light system
- Estimated worldwide HVDC installed capacity in MW
- FACTS (Flexible AC transmission systems) technologies
- FACTS technologies
- Example of supply-chain in power grids
- Estimation of market size for Silicon and SiC devices (chips) in both
HVDC & FACTS applications
- SiC substrate market size for both HVDC & FACTS applications
- Ships and vessels propulsion
- Market segments
- Ships definition
- Example of propulsion setup
- Market outlook. Annual demand in units
- Current Silicon IGBT use and hypothesis
- IGBT module shipments in units
- Market for power devices in ships & vessels propulsion
- SiC substrate market in Units and $ for Ships and Vessels propulsion
- Wind Power Market: Power converters for wind turbines
- Installed base and annual demand in GW and units
- Annual installed capacity geographical breakdown
- Wind turbine architecture
- Wind turbine generators and power converters
- Variable speed wind power electrical characteristics
- Variable speed wind turbine inverters
- Industrial supply-chain
- Wind turbines market trends
- Typical architecture of a 2MW Double Fed Induction Generator (DFIG): 80%
of the market
- 6-pack Silicon IGBT module and diode market for wind turbine
- Transistor + diode market for wind turbines in Silicon and SiC market
penetration
- SiC substrate market in Units and $ for Wind Turbines
- Conclusions
SiC substrates market
- What has changed in 08?
- State-of-art in SiC crystal growth
- SiC material: from polytype to devices
- From powder to SiC epi-ready wafers Sublimation (PVT) technique
- SiC crystal growth techniques comparison table
- Main SiC material manufacturing site locations Bulk and/or epi-foundry
- 2009 estimated SiC substrates monthly production
- Material polytypes, doping & orientation commercially available
- 2006, 2007 & 2008 SiC substrate vendor revenues & related market shares
(n-type and S.I.)
- Key accounts of main SiC material vendors 2008 status
- SiC epi-house and epi-service offers
- Wafers diameter evolution in production for Power Electronics
- Wafers diameter evolution in production for GaN/SiC LED
- Wafers diameter evolution in production for GaN/SiC RF devices
- 2005-2019 SiC row substrates price evolution split by type (S.I. / n-type)
and diameter (2”, 3”, 4” and 6”)
- Volume dependency of SiC n-type pricing as a function of the lot size.
Example for 3” and 4”
- Comparison SiC/Si for cost of raw substrate for a 1 Amp device
- Impact of the off-cut on the ingot yield
- SiC epitaxy: typical process time
- Overview of SiC epi-reactors installed-base (non-exhaustive list)
- Market projection for SiC substrates in various applications 2008-2019
- Conclusion
SiC Technology: Discrete device & Power Module
- $/mm2 for SiC row substrate and processed device in 2009 and 2015
- SiC power devices: chips size and power density
- Current density SiC material price pushes for high A/mm2
- Current density (A/mm2) roadmap for SiC devices in production
- SiC transistor: who is active?
- SiC device voltage range covered by main companies (Prod. or R&D)
- 2010 MOSFET cost breakdown model projection From 4” wafer to
1200V/100A packaged dies
- SiC MOSFET: state-of-the-art
- SiC diodes: state-of-the-art
- SiC JFET state-of-the-art
- SiC BJT: state-of-the-art
- SiC Thyristor: state-of-the-art
- Main power module products implementing SiC devices
- AIST 300kVA SiC inverter
- Mitsubishi Electric 3.7kW SiC inverter
- Mitsubishi Electric 11kW SiC inverter
- CREE / Kansai Electric 100 kVA SiC Inverter
- Peregrine Power
- APEI Inc.
- SatCon Power Systems
General conclusion. Perspectives of the SiC industry
- Appendix
- Sumitomo Metal Industries Liquid Phase Epitaxy process
- SiC epi-reactor LPE-EPI (Milano, italy)
- SiC epi-reactor Epigress (Aixtron Group)
- CREE company profile
- 2008 fiscal year results (Ended June 29th, 2008)
- Distribution of 2007-2008 revenues
- re-building of CREE-OSRAM business relations
- 2005 to 2008 analysis: breakdown by main customers
- Location & Size
- Facilities Equipmen
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