2017/08/21 Yole: SiC adoption is going to accelerate with a tipping point in 2019

OUTLINES:

• Multiple positive signals reveal that market adoption of SiC power devices is going to accelerate.

• An established but evolving SiC power device supply chain.

• Sic modules are coming.

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LYON, France – August 2, 2017: SiC power business is concrete and real, with a promising outlook... That is what Yole Développement’s analysts said in 2016. The trend has not changed in 2017 and even more, the SiC industry is going further. Therefore, end users are trying SiC and building prototypes for concrete and promising projects. “SiC technology’s added value is today widely understood and accepted by the power electronics community”, comments Dr Hong Lin, Technology & Market Analyst at Yole Développement (Yole).“We are gradually going from the customer awareness and education stage to the customer trial and adoption stage. And this is especially true for SiC transistors.”
In addition, other positive signals enable the SiC accession: the status of the power electronics industry is promising. Yole’s analysts announce a 6% CAGR between 2016 and 2022 . Moreover, new applications are driving the adoption of SiC solutions (1).
Under this context, the “More than Moore” market research and strategy consulting company, Yole releases this week the third edition of its SiC technology & market analysis: Power SiC 2017 report. Its analysts are daily following the SiC industry as well as each market segments and WBG technologies evolution to identify the technology breakthrough and understand the market needs.
Power SiC report describes the industrial landscape from materials to systems, per market segment and proposes valuable market value projections up to 2022. Yole’s analysis also highlights the state-of-the-art SiC-based devices, modules, and power stacks…
2019 will see SiC adoption reach a tipping point, announces Yole in its latest SiC report. PFC, PV and xEV applications enable the adoption of SiC technologies.

“The total SiC device market will be worth more than US$1 billion in 2022”, says Dr. Hong Lin from Yole. “Indeed the market growth is going to accelerate after 2020, with a 40% CAGR from 2020 to 2022.”
Applications like PFC /power supplies and photovoltaic inverters are driving the SiC market growth today. In the future, xEV related applications, rail and others will also contribute to the market evolution.  

PFC/power supply market segment is still the leading SiC application. However, its market share is expected to decrease gradually because of the penetration of new applications within the SiC industry. 

PV applications seem to accept widely SiC products. Indeed SiC solutions propose a better performance/cost ratio at the system level for string PV inverters. At Yole, analysts already identified players that are using SiC MOSFETs and diodes. 

In parallel, for xEV applications, leading Chinese xEV supplier BYD has confirmed that they are using SiC on their on board charger. SiC is on the road, but not only for the trial. On-board charger is embracing SiC technology and SiC devices’ pre-2020 market volume in automotive applications will mainly be for on-board chargers.
On the other hand, the situation remains the same as 2016 for main inverters: almost all the OEMs and Tier-1s are testing SiC devices. Some pioneers like Toyota, Nissan, and Honda will probably release SiC-based solutions around 2020. After 2020, due to the high power rating of main inverter, even low adoption rate will contribute to important revenue after 2020. 

Together with the development of xEV market, charging infrastructure is emerging as an interesting market for SiC. Globaly, charging infrastructure are deployed fast in EU, US and Japan. However, the development is especially impressive in China.

A detailed description of SiC technology & market analysis from Yole is available on i-micronews.com, compound semiconductor reports section.

Yole’s analysts are part of an impressive agenda during the second part of 2017. SEMICON Taiwan, Power Fortronic and SEMICON Europa invited the consulting company to present its analyses, highlight the latest technical and market trends. Discover below the next dates: 

   •  SEMICON Taiwan (Sep. 13-15 – Taipei, Taiwan) Dr. Pierric Gueguen, Business Unit Manager at Yolewill present on September 14 at 4:25 PM: "From Technology to Market, how will Compound Semiconductor reshape RF and Power Electronics applications?" – Yole’s booth: #828

   •  Power Fortronic (Sep. 20-21 – Reggio Emilia, Italy) “Status of the Power Electronics Industry" will be presented by Dr. Milan Rosina, Senior Technology & Market Analyst, Energy Conversion & Emerging Materials, from Yole, on September 20 at 4:00 PM

   •  SEMICON Europa (Nov. 11-14 – Munich, Germany) Yole’s presentation is titled: “How technology development will shape the power electronics market in the next 5 years?". It will take place on November 11 at 11:40 AM, within the Power Electronics Conference. Yole’s speaker is Dr. Milan Rosina, Senior Analyst, Energy Conversion and Emerging Materials. Yole’s booth at SEMICON Europa is B1-1434. 

For more information about this program, please contact: Camille Veyrier (veyrier@yole.fr). 

Acronyms:
SiC : Silicon Carbide
PFC: Power Factor Correction

(1) Source: Status of the Power Electronics Industry report, Yole Développement, 2017 

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