SiC 08: Materials, Devices & Applications

Table of Contents

Glossary

Executive summary

Market projection for SiC devices in various applications 2005-2015 p8

• 2007 noteworthy news
• 2006 noteworthy news
• Who' s new on the market place since 2005 ?

SiC market segmentation and opportunities in the Silicon world p12

• 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 power electronics
• SiC device applications roadmap
• Main applications accessible to SiC Specs / market data of today silicon devices
• Estimated accessible markets, growth rate, and time to market for SiC based power electronics
• Status of SiC-based devices in 2006
• 2006 Top-20 power electronics company revenues
• 2006 Top-20 company main products
• 2004-2009 estimation of the 600+ volts silicon IGBT market size: the SiC switch T.A.M. (1)
• 2004-2009 estimation of the 60+ volts silicon MOSFET market size: the SiC diode T.A.M. (2)
• 2006 silicon IGBT market shares per revenues
• 2004-2009 estimation of the 500+ volts silicon rectifiers (diode + Schottky) market size: the SiC diode T.A.M.
• Silicon rectifiers 2006 company market share per revenues
• Conclusion

SiC industry outlook

• Main SiC fabs in Europe
• Main SiC labs in Europe
• Main SiC fabs in the US
• Main SiC fabs in Japan
• Main SiC fabs in Asia (Apart of Japan)
• Some recent strategies and choices for power devices technology
• Research Programs. France: G2REC
• Research Programs. Europe: MANSiC
• Research Programs. Japan: Development of Inverter Systems for Power Electronics

Power Factor Corrector Market

• Introduction
• Power supply market analysis: The PFC T.A.M.
• PFC market main metrics
• SiC vs. Silicon diodes
• SiC main added-value in a PFC circuits
• PFC efficiency comparison as a function of junction T° and Schottky diodes type (Si, SiC and GaN)
• Comparison of Si, SiC or GaN diodes cost in a PFC module
• TOP 15 OEM power supply manufacturers and related involvement in SiC
• SiC device main market requirements for PFC applications
• SiC Schottky diodes 2006 market status
• SiC Schottky diodes manufacturing metrics
• 2006 SBD cost breakdown model From 3" wafer to 6A packaged dies
• From SiC epi-ready wafers to marketed devices 2006 n-type SBD added-value analysis (lot > 100 substrates)
• 2010 SBD cost breakdown model projection From 4" wafer to 6A packaged dies
• Roadmap for Schottky ASP 2002 - 2012
• SiC Schottky diodes Devices specs roadmap (R&D)
• 2005-2012 SiC Schottky diodes market forecasts in units and revenues for PFC
• 2003-2012 SiC Schottky diodes wafers consumption for PFC business
• 2003-2012 substrate market value for SiC Schottky diodes in PFC business
• Current SiC SBD available products
• Conclusion and perspectives

The HEV market

• Why SiC in cars ?
• Projection of market shares of EV, HEV & FCV over ICE to 2020
• Sales projection for HEV to 2015 in million units
• 2002-2012 Power semiconductors market size in passenger 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 food 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 current inverter module cost breakdown
• Silicon vs. SiC HEV inverter cost breakdown
• Sales volume projection for SiC diodes and transistors in automotive applications
• Sales revenues projection for SiC diodes and transistors in automotive applications
• 4" SiC substrate volume projection for SiC devices in HEV
• Conclusion: perspective for SiC devices in the HEV

UPS (Uninterrupted Power Supply) market

• Global UPS market: Market value, main uses and worldwide consumption
• UPS vendors market shares
• UPS products segments
• UPS architectures examples
• 2006-2015 SiC device market forecasts in UPS applications
• 2006-2015 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
• 2006-2012 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
• 2006-2015 SiC device market forecasts in AC drive applications
• 2006-2015 SiC substrates market forecasts in AC drive applications
• Conclusion: Success chances for SiC in drives applications

Wind Power Market. Converters for wind turbines

• Annual installed capacity forecast
• 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
• Variable speed wind turbine inverters
• Industrial food chain
• TOP-10 Wind turbine suppliers in 2006
• Wind turbines market trends
• AC-AC converter annual needs (units)
• Main market drivers for SiC in wind power field
• Industry involvement with SiC
• Conclusions

Inverters for solar panels

• Electric parameter of solar cells
• Solar market segmentation
• Annual production of solar cells in GW, breakdown by technology
• 2005-2015 solar installation price evolution in $/W
• Inverter module key parameters
• Cost breakdown of a solar installation and inverter cost in $/kW
• Solar inverter nominal power
• Electrical features
• Trends in PV voltage
• Electronic devices in PV inverters
• Solar inverter main manufacturers
• Conclusions

SiC substrates market

• State-of-art in SiC crystal growth
• SiC material type vs. applications
• From powder to SiC epi-ready wafers Sublimation (PVT) technique
• SiC crystal growth techniques comparison table
• Main SiC material manufacturing site locations Bulk or epi-foundry
• 2006 estimated SiC substrates monthly production (2" equ.)
• Material polytypes, doping & orientation commercially available
• 2006 SiC substrate vendors market shares
• SiC epi-house and epi-service offers
• Wafers diameter evolution in production for Power Electronics
• Wafers diameter evolution in production for HB-LED
• Wafers diameter evolution in production for GaN/SiC RF devices
• 2004-2012 SiC row substrates price evolution for various material types
• Average $/mm² price for SiC row substrates
• Examples of current SiC wafer price
• Estimation of the CREE captive SiC substrates market for LED
• Sublimation reactors yield
• SiC epitaxy: typical process time
• Overview of SiC epi-reactors installed-base (non-exhaustive list)
• 2005-2015 forecasts for SiC substrates market in power electronics
• Conclusion: Where and what to sell, epi or bulk?

SiC Device Technologies

• $/mm² process cost for SiC substrate, SBD and FET
• SiC component costs breakdown comparison: 2006 status
• SiC power devices:
  • chips size and power density (2006)
• Current density: SiC material price pushes for high A/mm²
• Current density (A/mm²) roadmap for SiC devices in production
• SiC switches: who is active?
• SiC MOSFET Transistors
• MOSFET Transistors Companies involvement
• 2010 MOSFET cost breakdown model projection
  • From 4" wafer to 1200V/100A packaged dies
• Tentative forecast for FET structure $/mm² evolution
• Silicon vs. Silicon Carbide MOSFET
• Silicon vs. Silicon Carbide MOSFET
• SiC MOSFET: state-of-the-art
• Example of product : Cree : 350V, 10A 4H-SiC Power MOSFET
• Example of product : Rohm : 900V; 7.15mΩcm² Power MOSFET
• Example of company roadmaps Renesas: 500V and beyond MOSFET
• SiC Bipolar diodes (PiN)
• SiC PiN diodes: state-of-the-art
• Exemple of device: Cree 8.6 kV, 4H-SiC PiN Diode
• SiC JFET state-of-the-art
• SiC BJT: state-of-the-art

General conclusion

Company profile: CREE

Annexes

• HEV market and inverter technology
• SiC power converter demonstrators
• GaAs Schottky diodes