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© 2007 Copyrights © Yole Développement SARL. All rights reserved. SiC’ 08 The power electronics next generation 45 rue Sainte Geneviève, F-69006 Lyon, France Tel : +33 472 83 01 80 - Fax : +33 472 83 01 83 Web: http://www.yole.fr Norstel AB Dow corning II-VI Infineon CREE Toyota

SiC Market Analysis 2006 edition - Institute of Physicsdownload.iop.org/microsites/C000016435/SiC_silicon...Industry Motor Drives Energy Transport. Grid, Rail traction Main devices

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© 2007

Copyrights © Yole Développement SARL. All rights reserved.

SiC’ 08The power electronics next generation

45 rue Sainte Geneviève, F-69006 Lyon, FranceTel : +33 472 83 01 80 - Fax : +33 472 83 01 83

Web: http://www.yole.fr

Norstel AB

Dow corning

II-VI Infineon CREE Toyota

© 2007• 2Copyrights © Yole Développement SARL. All rights reserved.

Main applications accessible to SiCSpecs / market data of today silicon devices

Power supplies /

PFCUPS HEV Solar

panelWind

turbineIndustry

Motor Drives

EnergyTransport.Grid, Rail traction

Main devices MOSFETDiodes

MOSFETIGBT

Diodes

MOSFETIGBT

Diodes

IGBTDiodes

IGBTDiodes

IGBTDiodes

GTO, Thyristor,

IGBTPiN diode

BreakdownVoltage (V) 600 V 600 / 1200 V 600 V -> 1200 V

-> 2kV600 V (90%)1200 V (10%)

Today 690 VTrend: 3-4 kV

600 V to 1200 V > 5 kV

Peek current (A)(for a single chip) 0.5 – 10 A 2 – 100 A 200 A 75 A 150 A 3 – 100 A 10 – 50 A

2006 volume (Munits) MOS: X,XXXDiode: Y,YYY

IGBT: XXXDiode: TTT

IGBT: Y.YDiode: Y.Y

IGBT: XXDiode: XX

IGBT: X.XDiode: X.X

IGBT: XXDiode: XX

Wide range of specs / price

2006 ASP for a discrete device

Trans: $Y- $XDiode: $0.X

Trans: $X.XDiode: $0.X

Trans: $XXDiode: $XX

IGBT: $XDiode: $X

IGBT: $XXDiode: $X

IGBT: $XDiode: $X

2006 Si devices market ($M)(Discrete)

X,XXX X,XXX ~ XXX < XXX < X ~ XXX ~ XX

SiC vs. Si market

© 2007• 3Copyrights © Yole Développement SARL. All rights reserved.

Estimated accessible markets, growth rate, and time to market for SiC based power electronics

CAGR (%)

Power supplyPFC

0

XX

XX

HEV

Solarpanelinvert.

2008 20122006

Diameter corresponds to accessible Silicon devices

market size as it was in 2006

Time to marketfor SiC 2010

Estimated accessible markets, growth rate, and time to market for SiC based power electronics

SiC vs. Si market

UPS

Indust.MotorDrives

XX

Windturbines

EnergyGridRail

© 2008• 1Copyrights © Yole Développement SARL. All rights reserved.

Main SiC labs in Europe

Kista, Sweden

Budapest Tech. Univ.Budapest, HungaryAmpere-Lab

Lyon, France

Chalmers Univ.Goteborg, Sweden

Barcelona, Spain

CNR – IMMCatania, Italy

St Petersburg, Russia

KTH Univ.Stockholm, Sweden

Linkoping Univ.Sweden Univ. of Erlangen

Germany

Institute of Electronic Materials Technology

Warsaw, Poland

SiC Industry Outlook

Catania, Italy

© 2007• 5Copyrights © Yole Développement SARL. All rights reserved.

PFC market main metrics

• Market size:– PFC overall market was $X.X B in 2006 at module level.

• Market volume:– X.X billion units in 2006, growing to over X.X billion units by 2012, and a CAGR of ~XX%

• Typical PFC module manufacturing cost:– 300 Watts: $XX (e.g. Desktop PC)– 1 kW: $XX

PFC Market

• Main suppliers of diodes for PFC:− Vishay− Shindengen− STMicroelectronics− International Rectifier − Toshiba− OnSemi

• Typical diode requirements:− 4 to 8 Amp @ 600 V

© 2007• 6Copyrights © Yole Développement SARL. All rights reserved. PFC Market

From SiC epi-ready wafers to marketed devices2006 n-type SBD added-value analysis (lot > 100 substrates)

Epi-ready wafers

Epitaxy Front-endProcess

3” : $XXX

SiC epi-wafers

3” SBD: $X,XXX 6µm thick epilayer

x F.F

SBD dies

x F

Discretedevices

Packaging& tests

3” SBD: $X,XXX

~ TTT x 6A SBD yielded: $x,xxx

Marketeddevices

Marketing

Margin

~ TTT x 6A SBD : $x,xxx

xF.FF

x F.F

Available on the market place.Market price

Not available on the market place.Internal cost

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Roadmap for Schottky ASP2002 - 2012

March’06: Infineon Technologies has launched its second-generation Schottky diodes.

Diodes are available from 4 to 8 Amp @ 600V. Modules of 2 diodes can reach 16 Amp.

4A single diode is proposed at $x.x for 10,000 units

Transition from 3” to 4” in 2007

Nominal: 3” production

Target ASP

PFC Market

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Projection of market shares of EV, HEV & FCV over ICE to 2020

Market share for new cars sold every year. Based on 42M units sold in 2005

HEV market

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Roadmap for operation voltage in HEV

There is a clear trend to increase operation voltage from native battery pack xxxV to XkV through the use of boosters

New generations of HEV cars are planed to integrate boosters

According to Toyota the upper limit will reach XkV. We forecast this value to be set 2010 and beyond.

New Toyota RX400h is now running xxxV operation voltage

SiC is already proposing xxxxVdevices (Schottky diodes)

Honda electric engine

HEV market

© 2007• 10Copyrights © Yole Développement SARL. All rights reserved.

Global UPS market: Market value, main uses and worldwide consumption

UPS market

Main uses of UPS systems

UPS systems overall market value: $ X.X billion in 2006

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UPS products segments

Off line : in case of power cuts

(97 % efficiency)

On line :for continuoussecured power

(85 % efficiency)

UPS market

• Low power– 0 – 1 kVA and 1 – 5 kVA :

PC, work stations, servers

• Medium power– 5 to 20 kVA and 21 – 100 kVA :

Data centers, telecom

• High power– 100 – 1000 KVA :

Industrial, tertiary, telecom

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AC drives market generalities

• AC drives (called also frequency converters, inverters, variable speed AC drives,variable frequency drives - VFD) are power controls units used to steplesslycontrol the speed of an AC motors (called also squirrel cage motors). AC drivesare integrated on AC motors or sold separately.

• The global AC drives market is estimated at X.XX billion US dollar in 2006.• Current prices for AC drives :

– $xxx for 10 kW– $x,xxx for 100 kW

• Power module account for XX % of the total cost

2006 AC drives market size over a total of $X.XXB

Motor drives market

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Variable speed wind turbine inverters

2006 Copyrights © Yole Développement SARL. All rights reserved.

• Generator and inverter design :– Double fed induction generator (DFIG) :

• The generator stator is connected to the grid directly. Only the rotor of thegenerator is connected to the grid by an electronic inverter. Advantage :only a part of the power production is fed through the inverter (about 30 %)=> the nominal power of the inverter systems can be less than the nominalpower of the WT.

• Low cost inverter ( $ xx,xxx for a 2 MW with about 700 kW converters).• This is the most widespread design (80 % of the turbines).

Wind Power market

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Cost breakdown of a solar installation and inverter cost in $/kW

• Solar module: $X,XXX/kW ~ YY% • Inverter: ~$XXX/kW ~ Z% • Installation, cables and other materials: $X,XXX/kW ~ DD%

Solar Power market

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2006 SiC substrate vendors market shares

Company 2006 sales($M)

Cree(merchant supplier) XX.X

II-VI X.XNorstel X.XDow Corning X.XSixon X.XNippon Steel X.XSiCrystal X.XOthers X.XCree internal LED XXX

Total XXX

SiC substrates sales breakdown over the $XXM open market

SiC substrates market

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Wafers diameter evolution in productionfor HB-LED

SiC substrates market