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SiC’ 08 Silicon Carbide Market: from material to systems

Published by: Yole Developpement

Published: Dec. 1, 2007 - 248 Pages


Table of Contents



Glossary

Executive summary

Market projection for SiC devices in various applications 2005-2015

2007 noteworthy news

2006 noteworthy news

Who¡¯s new on the market place since 2005 ?

SiC market segmentation and opportunities in the Silicon world

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.

2004-2009 estimation of the 60+ volts silicon MOSFET market size: the SiC diode T.A.M.

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¡Æ 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

AC drives market shares

Less than 10 % of electric motors in the world are fitted with an AC drive.

AC drives Total Accessible Market Volumes

Table of contents

Industrial motor AC drives market (ctn¡¯d)

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 $/mm©÷ 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

$/mm©÷ 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/mm©÷

Current density (A/mm©÷) 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 $/mm©÷ 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; 7.15m§Ùcm©÷ 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

Abstract

The release of an SiC switch will launch this market and drive new developments in the automotive, industrial and IT fields. A $800M device market is thus forecasted by 2015.

It is now clear that the relative stagnation of the SiC power device market is partially due to a lack of reliable transistor technology. PFC business is the only one driving SiC device sales and the perspective for higher market penetration is mainly linked to decreasing device cost. Others applications are requesting a complete SiC switching cell (diode and transistor).

MOSFET has been investigated by major SiC R&D teams, but it seems more and more certain that JFET or BJT technologies may be released first on the market. With an expected SiC switch introduction by 2010, we forecast that SiC electronics can easily generate $800M revenues by 2015.

With the recent introduction of 4” diameter SiC material coupled with the ZMP® (Zero MicroPipe) technology acquired from IntrinSiC, US based Cree is now marketing a product able to fit with the power device makers main requirements. However, few of them have already entered in the production phase, and with the exception of Cree, Infineon and newcomer STMicroelectronics, no other player is commercially active in this segment.

SiC material cost and low diameter has always been mentioned as a restraint to justify low interest from the big names of this industry. So, now that these 2 parameters are getting solved, the truth is out there and certainly not so far away from the switch…

SiC device business is not yet the most exciting money-maker activity. We estimate the SiC-based power electronic devices 2006 sales should have generated something around $15 million revenues. The only product commercially available is Schottky diode (SBD), now reaching 1200V and 20A range. This component is targeting numerous possible applications but is mostly used in high-end PFC (Power Factor Corrector) systems where it brings some impressive addedadded value like better power oscillation avoidance and removal of numerous passive discrete components.

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