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From Technologies to Markets
© 2021
From Technologies to Markets
Status of Power Electronics
Industry 2021
Market and Technology Report 2021
Sample
222Status of the Power Electronics Industry 2021 | Sample | www.yole.fr | ©2021
GLOSSARIESAMB Active Metal Brazed
A, Amp Ampere
ASP Average Selling Price
BEV Battery Electric Vehicle
BJT Bipolar Junction Transistor
BOM Bill Of Materials
BTS Base Transceiver Station
CAGR Compound Annual Growth Rate
CTE Coefficient of Thermal Expansion
CVD Chemical Vapor Deposition
DC Direct Current
DCB Direct Copper-Bonded
DD Dislocation Density
DFIG Double-Fed Induction Generator
DMOS Diffused Metal Oxide Semiconductor
EREV Extended Range Electric Vehicle
EMC ElectroMagnetic Compatibility
EMI ElectroMagnetic Interference
EVElectric Vehicle/Hybrid Electric
Vehicle
FCEV (FCV) Fuel Cell Vehicle
FET Field-Effect Transistor
GaN Gallium Nitride
GIT Gate Injection Transistor
GTO Gate Turn-Off
HEMT High Electron Mobility Transistor
HEV Hybrid Electric Vehicle
HVAC Heating, Ventilation, and Air Conditioning
HVDC High-Voltage Direct Current
JBS Junction Barrier Schottky
JFET Junction Field-Effect Transistor
IC Integrated Circuit
IGBT Isolated-Gate Bipolar Transistor
IGCT Integrated Gate-Commutated Thyristor
IPM Intelligent Power Module
MHEV Mild-Hybrid Electric Vehicle
MOSFET Metal-Oxide-Semiconductor FET
MOCVDMetal-Organic Chemical Vapor Deposition
NEV New Energy Vehicle (BEV, PHEV, FCEV)
Ron/Rdson On-State Resistance
LLC
A power converter that is a variant of a
series resonant converter, using two
inductors (Lmagnetizing and Lresonant)
and a capacitor (C)
LV-HV Low Voltage to High Voltage
OBC On-Board Charger
OEM Original Equipment Manufacturer
PEPDCPrimary Electrical Power Distribution Center
PCB Printed Circuit Board
PCS Power Conversion System
PCU Power Control Unit
PFC Power Factor Correction
PHEV Plug-in Hybrid Electric Vehicle
POL Point-Of-Load
PSU Power Supply Unit
PV Photovoltaic
PWM Pulse Width Modulation
RF Radio Frequency
SBD Schottky Barrier Diode
SD Surface Defect
Si Silicon
SI Semi-Insulating
SiC Silicon Carbide
SJ-MOSFET Super Junction MOSFET
SMD Surface-Mount Device
SMPS Switching-Mode Power Supply
TAM Total Available Market
T&DElectricity Transport and
Distribution
UPS Uninterruptible Power Supply
VSC Voltage Source Converter
WBG Wide Band Gap
333
• Glossary
• Table of contents
• Objectives of the report
• Scope of the report
• About the authors
• Methodology and definitions
• Companies cited in this report
• What we got right, what we got wrong
• Three page summary
• Executive summary
• Context
o Power electronic applications – Main drivers
o Driving applications - Historical perspective
o Key application markets for power devices
o Power device technologies
• Market forecasts
o Overall power electronics market
o Silicon, SiC and GaN market share
o Wafer forecast
o Global discrete forecast
o Global module forecast
o Inverter market
• Market trends
o Market trends, by segment
o EV, rail, charging infrastructure, PV, wind, UPS, computing, power
supply, motor drives, consumer, home appliances, telecom &
datacom, energy storage, HVDC, medical, automotive
TABLE OF CONTENTS
Part 1/2
• COVID-19 crisis’s impact on the power electronics industry
• Chip shortage
• Market share and supply chain
o Supply chain overview and business models
o Power electronics manufacturers, packaging players, Li-Ion battery
pack supply chain, passive landscape
o Market shares and company profiles of top 3 players
o IDM vs foundry business models
o Manufacturing capabilities for power electronics
o Power semiconductor industry worldwide
o Overview
o Focus on China, US, EU, Korea and Japan
o M&A and major news
• Technology trends
o Overview: challenges, main requirements, and innovation axes
o Automotive
o Fab 4.0
o Power device packaging
o Inverter trends
o Wide bandgap
o EV charging solutions
o Batteries
• Take-away and outlook
• Related reports
• Yole corporate presentation
Status of the Power Electronics Industry 2021 | Sample | www.yole.fr | ©2021
444
Yole Développement has released this report: Status of the Power Electronics Industry 2021 toprovide an overview and a short update for every power electronics market forecast and technologytrend, from wafer level to inverter level for each different segment.
This is an updated version of our report,Status of the Power Electronics Industry 2020.
The 2021 report’s main objectives are as follows:
• Closely examine the status of the entire power market
• Research the dynamics of each device type i.e. MOSFETs, IGBTs, wafers, power modules, etc.
• Explore the market shares of the different device types and materials
• Provide an overview of the main power applications
• Summarize the global power supply-chain i.e. for wafers, devices,modules, batteries, etc.
• Analyze the impact of the COVID-19 crisis on different market segments, including shortages
• Review the latest mergers and acquisitions and manufacturing capacity expansions
REPORT OBJECTIVES
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The main purpose of Yole’s SPEI report is to provide a broad andexhaustive overview of the power electronics industry.
This report fulfils the following objectives:
o Assess the market for wafers, devices,modules, and inverters
o Explain the market dynamics for the entire power electronics industry
o Identify the key drivers that will shape the market’s future
o Provide an overview of the different components used in power electronics
and their integration
o Furnish an understanding of the main technological challenges, and the
solutions developed
o Deliver a concise overview of the different applications driving the power
electronics business
o Present data rankings for the power electronics industry leaders, describing
supply chain consolidation, the latest M&A activity, and future trends across
the player landscape
SCOPE OF THE REPORT
Yours needs are
out of the report’
scope?
Contact us for a custom study:
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666
Dr. Ana Villamor, Team Lead Analyst, Power Electronics
Ana Villamor PhD. is Team Lead Analyst for power electronics activities, within the Power and Wireless division at Yole Intelligence (Yole).
She manages an international team and develops the technical expertise and market know-how of the team. She actively supports and assists in the development of
a dedicated collection of market & technology reports as well as custom consulting projects. Prior joining Yole, Ana was involved in a high added-value collaboration within the CNM research center and ON Semiconductor, a leading power electronics company. During that partnership and two years as a Silicon
Development Engineer, Dr. Villamor has acquired extensive technical expertise and in-depth knowledge of the power electronics industry.
Ana has authored and co-authored several papers, as well as a patent. She holds a PhD in electronics, an Electronics Engineering degree and a master’s degree in Micro and Nano Electronics, all from Universitat Autonoma de Barcelona (SP).
Contact: [email protected]
Dr. Milan Rosina, Principal Analyst, Power Electronics and Batteries
Dr. Milan Rosina is Principal Analyst for power electronics and batteries at Yole, within the Power and Wireless division. Milan has 20 years of scientific, industrial, and managerial experience in equipment and process development. He also has experience in due diligence, technology, and market surveys in the fields of renewable energy, EVs/HEVs, energy storage, batteries, power electronics, thermal management, and innovative materials and devices.
Dr. Rosina received his Ph.D. degree from the National Polytechnical Institute (Grenoble, France). He previously worked for the Institute of Electrical Engineering in Slovakia; Centrotherm in Germany; Fraunhofer IWS in Germany; CEA LETI in France; and French utility company ENGIE.
Contact: [email protected]
Biographies & Contacts
ABOUT THE AUTHORS
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ABB, Alpha and Omega Semiconductor (AOS), Alstom, Amkor, Analog Devices, ASE
Group, Bosch, BYD, Cree, CRRC, Danfoss, Denso, Dialog Semiconductor, Diodes
Incorporated, Diotec Semiconductor, Episil, EXAGAN, Fuji Electric, GaN Systems,
General Electric, Global Wafers, GTA Semiconductor, Hitachi, Honda, Huawei,
Infineon, Ingeteam, LEM, Littelfuse, MACMIC, Magnachip, Microchip, Mitsubishi Electric,
Monolithic Power Systems, Nexperia, NXP, Okmetic, ON Semiconductor, Panasonic,
Powerex, Power Integrations, Qualcomm, Renesas, Rohm, Sanken, Semikron,
Shindengen, ShinEtsu, Siemens, Silan Microelectronics, Siltronic, Sino-Microelectronics,
Soitec, STMicroelectronics, StarPower, Sumco, Sungrow, Tamura, TDK, Tesla Motors,
Texas Instruments, Toshiba, Toyota, Transphorm, UnitedSiC, UTAC, Valeo, Vishay,
Volkswagen, and more.
COMPANIES CITED IN THIS REPORT
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• Device suppliers wishing to identify the most promising markets, traditional and novel growingpower applications and business strategy approaches.
• Device integrators looking for technology trends and suppliers.
• Investors and big companies evaluating investment into increasing power electronics manufacturingcapacities.
• Wafer and equipment manufacturers seeking to understand the quantitative evolution of demand inthe power electronics device industry.
WHO SHOULD BE INTERESTED IN THIS REPORT
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9
Wind
energy
GridRail
Power electronics applications
104
103
102
10
10 102 103 104D
ie C
urr
ent
(A)
Device Blocking Voltage(V)
1
MOSFETAutomotive
MOSF
ETLighting
MOS
FET
Power
supply
Motor
drive
Power conversion applications
Electricity grid
Industrial
motor
drives
DEFINITIONS
EV/HEV
EV DC chargers
Stationary
battery energy
storage
UPS
Home appliances
Wind energy
Rail
Photovoltaics
MOSF
ET
Home
appliances
References to related Yole Développement and System Plus Consulting reports
are also shown in the chart – see www.yole.fr for more details
MOSFE
TConsumer
applications
Consumer applications
Smartphone and
notebook
chargers
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POWER DEVICE POSITIONING AS A FUNCTION OF POWER AND FREQUENCY
Power device technology positioning in 2021
103
102
101
100
Switch
ing
pow
er
(kW
)
Planar
103
Si
Bipolar
Operating frequency (Hz)
104 106105
Si IGBT/IPMGaN
Si
Thyri
stor
SiC
GaN HEMTSi MOSFET
Competition zone Si/SiC/GaN
Grid
References to related Yole Développement and
System Plus Consulting reports are also shown in the chart – see www.yole.fr for more details
Status of the Power Electronics Industry 2021 | Sample | www.yole.fr | ©2021
11
POWER ELECTRONICS SEGMENTS INCLUDED IN THIS REPORT
By device type
SiC Silicon GaN
• Diodes
• MOSFETs - discrete or module
• IGBTs - discrete or module
• Thyristors - discrete
• Bipolars - discrete or module
• Power management ICs
Power
• HEMTs• Diodes - discrete or
hybrid module
• MOSFETs - discrete or
module
Silicon waferSiC wafer
This report intends
to give an overview
of the power
electronics industry.
It includes the market
forecasts of silicon
wafers and devices.
However, we have
other reports where
other detailed market
forecasts can be
found:
• SiC and GaN
forecasts.
• Silicon MOSFET
and IGBT
• Power
management IC
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121212
DRIVING APPLICATIONS – HISTORICAL PERSPECTIVE
Even if there have been fluctuations in power electronics demand depending on the final segment, today all applications are demanding high volumes of power components.
Photovoltaic micro inverters
Time
1970 2000 2010 2020 2030…
Smartphones, laptops, etc. 5G, datacenters etc.
EV/HEV
Incentive mechanisms re-
boosting renewables
Renewables
Consumer
and
computing
Automotive
Automatization, electrification
Industrial
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POWER DEVICE FORECASTS 2020-2026
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141414
POWER DEVICE FORECASTS 2020-2026
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SYSTEM LEVEL MARKET AND TECHNOLOGY TRENDS
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161616
SUPPLY CHAIN
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171717
BUSINESS MODELS AND EXPANSIONS
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181818
WORLDWIDE OVERVIEW AND FOCUS ON CHINA, THE US, EUROPE, ETC.
Status of the Power Electronics Industry 2021 | Sample | www.yole.fr | ©2021
191919
TECHNOLOGY TRENDS
Status of the Power Electronics Industry 2021 | Sample | www.yole.fr | ©2021
20
Contact our
Sales Team
for more
information
20
Contact our
Sales Team
for more
information
20
Contact our
Sales Team
for more
information
DC Charging for Plug-In Electric Vehicles 2021
Silicon MOSFET Market and Technology Trends 2021
IGBT Market and Technology Trends 2021
Power Electronics for E-Mobility 2021
YOLE GROUP OF COMPANIES RELATED REPORTS
Yole Développement
Status of the Power Electronics Industry 2021 | Sample | www.yole.fr | ©2021
21
Contact our
Sales Team
for more
information
21
Contact our
Sales Team
for more
information
21
Contact our
Sales Team
for more
information
Discrete Power Device Packaging Comparison 2021
YOLE GROUPE OF COMPANIES RELATED REPORTS
System Plus Consulting
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2222
The Yole Group of Companies, including Yole Développement,
System Plus Consulting, and PISEO are pleased to provide you a
glimpse of our accumulated knowledge.
Feel free to share our data with your own network, within your
presentations, press releases, dedicated articles, and more. But
before doing so, contact our Public Relations department
to make sure you get up-to-date,licensed materials.
We will be more than happy to give you our latest results and
appropriate formats of our approved content.
Your contact: Sandrine Leroy, Dir. Public Relations
Email: [email protected]
HOW TO USE OUR DATA?
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23About Yole Développement | www.yole.fr | ©2020
CONTACTS
Western US & Canada
Hal Levy - [email protected]
+ 1 408 334-0554
Eastern US & Canada
Chris Youman - [email protected]
+1 919 607 9839
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Lizzie Levenez - [email protected]
+49 151 23 54 41 82
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Neha CHAUDHURY - [email protected]
+49 172 97 47 248
Benelux, UK & Scandinavia
Marine Wybranietz - [email protected]
+49 69 96 21 76 78
South Germany & France
Martine Komono - [email protected]
+49 173 69 43 31
India and RoA
Takashi Onozawa - [email protected]
+81 80 4371 4887
Greater China
Mavis Wang - [email protected]
+886 979 336 809 +86 136 6156 6824
Korea
Peter Ok - [email protected]
+82 10 4089 0233
Japan
Miho Ohtake - [email protected]
+81 34 4059 204
Toru Hosaka – [email protected]
+81 90 1775 3866
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Itsuyo Oshiba - [email protected]
+81 80 3577 3042
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+33 4 72 83 01 80
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+1 208 850 3914
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GENERAL
› Brice Le Gouic, Marketing & Sales
[email protected] - +81 80 8131 7837
› Sandrine Leroy, Public Relations
[email protected] - +33 4 72 83 01 89
› General inquiries: [email protected] - +33 4 72 83 01 80
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