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© 2014
SiC 2014SiC propagates over all industrial segments.
Contagion has begun…
Dow corning
II-VI AIST DensoCREE
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Alstom
Mitsubishi
© 2014 • 2
Projection of SiC Power Device Market SizeSplit by application
Executive Summary
Source: Yole Développement
© 2014 • 3
Power Modules
Where Are SiC Chips Used Over the Entire
Power Industry Value Chain
Capacitors
Laminated Busbar
Cooling Systems Power Inverter
Drivers
Power Stack
Assembly
Other Passives
Protection Connectors
Semiconductor Devices
SiC Chips
SiC vs. Si Market
© 2014 • 4
Dual 600V SBD
Jan. 2014
650V/12A SBD
April 2013
Commercial SiC Diode ProductsDate introduced to the marketplace
PFC Market
2011 20132010 2012 201520142009 2016 2017
3rd gen. SBD
Feb 09
600V SBD
Feb 09
1.7kV SBD
April 2010
SBD
May 2010
1.2kV SBD
Feb 09
1.2 – 2.4kV SBD
Dec 2010
> 2018
600V JBS
July 2009
600V SBD
Jan 2012
SBD Gen 2
July 2012
5th gen. SBD 650V
Sept. 2012
Based on thin-wafer
1.2kV SBD
Sept. 2012
1.2kV SBD
Nov. 2012
1.2kV/15&30A SBD
Mar 2013
600V & 1.2kV SBD
Sept 2013
8kV SBD
Nov 2013
1.7kV / 50A SBD
March 2014
5th gen. SBD 1,200V
July 2014
© 2014 • 5
PV Inverters Commercial Products with SiCHybrid Si/SiC products. Source: SystemPlus Consulting
– Power One (US): Aurora Micro-inverter 205W (Micro-0.25-I-OUTD-230)
• 2 CREE SiC diodes 1200V/5A (TO263) + 2 CREE diodes 600V/4A (TO252)
Courtesy of System+ Consulting
PV Inverter
© 2014 • 6
Market Size of Motor AC Drives by
Application and Type
• Over a total of ~$xxb in 2013
• White-goods are not implemented here as it uses mostly IPM, not power modules.
Motor Drive Market
Yole Développement © May 2013
© 2014 • 7
Roadmap for SiC implementation in rail
traction, by main players
There are two possible strategies for SiC in rail traction:
– Integrate SiC diodes (hybrid modules) and then Full-SiC Mitsubishi
– Work on Full SiC from scratch, and skip Si/SiC hybrid step Alstom, bombardier• It save additional design developments and R&D investments
Hybrid Si/SiC Full SiC. 1.7kV
Full SiCSi IGBT/Diode
Si IGBT/Diode
Si IGBT/Diode
Si IGBT/Diode
Si IGBT/Diode
2012 2015
Waiting for device availability to start R&D
No information
No information
Waiting for device availability to start R&D
Prototype full-SiC with Rohm& Danfoss. 1.7kV
2013 2014
Current
Prototype
Market
Full SiC Full SiC
© 2014 • 8
China Wide Band-gap Power
Semiconductor Industry Alliance (2/2)
Wafer Epi wafer Device Module and system
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