Global and China Automotive IGBT and SiC Industry Report 2022 Featuring 10 Global Companies and 8 Chinese Companies - ResearchAndMarkets.com

DUBLIN--(BUSINESS WIRE)--Oct 28, 2022--

The "Global and China Automotive IGBT and SiC Research Report, 2022" report has been added to ResearchAndMarkets.com's offering.

800V high-voltage platforms will favor increasing demand for silicon carbide.

In 2018, Tesla first installed 24 SiC power modules (provided by STMicroelectronics) in the main inverter of Model 3, with supported voltage of 350-400V. The SiC power modules used in Model 3 can bring a 5-8% increase in the efficiency of the inverter compared with the IGBT modules in Model S, that is, the inverter efficiency gets improved from 82% to 90%, enabling a much longer cruising range. After Tesla Model 3 used SiC modules, other automakers including Toyota, BYD, NIO, GM, Volkswagen and Renault-Nissan-Mitsubishi have followed suit.

As OEMs head for 800V high-voltage platforms, silicon carbide becomes more in demand, and the pace of using it in vehicles quickens. From 2021 to 2022, foreign models such as Hyundai IONIQ5, Audi e-tron GT and Porsche Taycan, and Chinese models like Great Wall Saloon Mecha Dragon, BAIC ARCFOX ?S Huawei Inside (HI) Edition and ZEEKR 001 have been the first ones to pack 800V high-voltage platforms. 800V and SiC become the best partners.

More new energy vehicles based on 800V architectures will be production-ready beyond 2023. To answer the needs for high current and high voltage, the main drive inverter of motor controllers will be bound to replace Si-based IGBTs with SiC-MOS. According to Infineon's forecast, by 2025, over 20% of power devices for automotive electronics will use SiC technology.

Foreign suppliers are making layout of 6 to 8-inch substrates, and Chinese companies 4 to 6-inch.

SiC suppliers are the busiest players in the run-up to a boom in demand.

Foreign companies:

STMicroelectronics: since 2018, the demand from Tesla has facilitated a surge in orders for STMicroelectronics' 650V SiC MOSFETs. In June 2022, the vendor invested USD244 million to build a new SiC production line in Morocco for exclusive supply to Tesla.

Bosch: from October 2021 to July 2022, Bosch invested a total of EUR800 million to expand its semiconductor capacity and SiC clean rooms, hoping to become the world's leading supplier of SiC chips for electric mobility.

ON Semiconductor: since 2021, ON Semiconductor has provided inverter SiC modules for a Mercedes-Benz EQ fleet. It will also provide SiC products for Mercedes-Benz VISION EQXX concept car (SOP in 2024). Based on its optimistic estimates of the market, ON Semiconductor established a new research center and a wafer fabrication plant in Bucheon, Gyeonggi-do, Japan in July 2022. The vendor predicts that its SiC products will contribute revenues of USD1 billion in 2023 and USD2.6 billion in 2024.

Chinese companies:

BYD Semiconductor: in June 2022, BYD Semiconductor introduced a 1200V 1040A SiC power module, delivering nearly 30% higher power without changing the original package dimensions. According to BYD's plan, by 2023 all EVs under it will use SiC power semiconductors instead of Si-based IGBTs.

San'an Optoelectronics: in June 2021, its semiconductor base in Hunan became operational, providing silicon carbide used in on-board chargers for BYD. In addition, in February 2022, San'an Optoelectronics and Li Auto established a joint venture to research silicon carbide technologies and expand the silicon carbide market.

Synlight Semiconductor: on December 29, 2021, Synlight Semiconductor and Great Wall Motor signed a strategic investment agreement, under which Synlight Semiconductor will provide SiC products for Mecha Dragon models of Great Wall Motor. The subsequent range of models will largely use SiC products as well.

Through the lens of layout of suppliers, there are still big differences between Chinese companies and their foreign peers:

Foreign companies have achieved mass production of 6-inch substrates and are deploying 8-inch products; Chinese companies are in the 4 to 6-inch phase.

The foreign industry chain is more complete. For example, Wolfspeed, ON Semiconductor, STMicroelectronics and the like have built a vertical supply system of "SiC substrate-epitaxial wafer-device-module", while Chinese players still stay at one link in the industry chain.

In the future, to meet market demand and gain more competitive edges, Chinese suppliers need to solve issues like industry chain expansion, R&D of automotive-grade SiC MOSFETs, batch manufacturing capacity, and yield improvement in addition to construction of production lines.

Key Topics Covered:

1 Overview and Development History of Automotive Semiconductor Power Devices

1.1 Overview of IGBT

1.1.1 Overview of Power Semiconductor

1.1.2 Definition of IGBT

1.1.3 Structure, Working Principle and Electrical Properties of IGBT

1.2 IGBT Chip Technology

1.2.1 IGBT Chip Iteration

1.2.2 Development Trends of IGBT Chip Technology

1.3 IGBT Module Technology

1.3.1 IGBT Module Packaging Process

1.3.2 Structure and Upgrade Trends of IGBT Module

1.4 Application of IGBT in New Energy Vehicles

1.4.1 Application Fields of IGBT

1.4.2 Application of IGBT in New Energy Vehicles

1.5 Overview of 3rd-generation Semiconductor Materials SiC and GaN

1.5.1 Overview of SiC and GaN

1.6 Application Scenarios of SiC and GaN

1.6.1 Application Scenarios of SiC and GaN

1.6.2 Application Trends of SiC in Automotive Field

1.7 Policies and Trends for 3rd-generation Semiconductor Materials

1.7.1 Policies for SiC and GaN

1.7.2 Power Semiconductor Development Trend 1: High Power, Low Thermal Energy, and Low Cost

1.7.3 Power Semiconductor Development Trend 2: SiC Is in the Early Stage of Boom

1.7.4 Power Semiconductor Development Trend 3: SiC MOSFETs Will Replace Si-Based IGBTs

2 Global and Chinese New Energy Vehicle IGBT Markets

2.1 IGBT Industry Chain

2.1.1 IGBT Industry Chain and Business Model

2.2 Global IGBT Market

2.2.1 Global IGBT Supply and Demand

2.2.2 Global IGBT Industry Chain Layout and Planning

2.2.3 Competitive Landscape of Global IGBT Market

2.2.4 IGBT Delivery Time and Prices of Global Mainstream Companies

2.3 Chinese IGBT Market

2.3.1 Chinese IGBT Supply and Demand

2.3.2 IGBT Industry Chain Layout and Trends in China

2.4 Chinese New Energy Vehicle IGBT Market

2.4.1 IGBT Value per New Energy Vehicle

2.4.2 China's New Energy Vehicle IGBT Market Size

2.4.3 Competitive Landscape of China's New Energy Vehicle IGBT Market

2.4.4 The Latest Developments of Chinese Automotive IGBT Companies

2.4.5 China's New Energy Vehicle IGBT Standards

2.5 Summary of IGBT Companies

3 Global and Chinese New Energy Vehicle SiC Markets

3.1 SiC Industry Chain

3.1.1 SiC Industry Chain

3.1.2 SiC Substrate

3.2 Global SiC Market

3.2.1 Global SiC Industrialization Pattern

3.2.2 Global New Energy Vehicle SiC Market Size

3.3 Chinese SiC Market

3.3.1 China's New Energy Vehicle Market Size

3.3.2 China's New Energy Vehicle SiC Market Size

3.4 SiC Layout of Companies

3.4.1 SiC Layout of Suppliers

3.4.2 SiC Layout of Automakers

3.5 Summary of SiC Companies

3.5.1 Summary of Global SiC Companies

3.5.2 8-inch Wafer R&D of Global SiC Companies

3.5.3 3rd-generation Semiconductor Companies in China

4 Global Companies

4.1 Infineon

4.1.1 Profile

4.1.2 Operation in 2021

4.1.3 Business Layout

4.1.4 Product System of Automotive Electronics

4.1.5 History of IGBT Technology

4.1.6 IGBT Product System

4.1.7 Automotive IGBT Products

4.1.8 New Energy Vehicle IGBT Customers in China

4.1.9 CoolSiC Products

4.1.10 Application and Customers of SiC Products

4.1.11 GaN Products

4.1.12 Main Products and Technology Planning in 2022

4.1.13 Customers in Automotive Fields

4.1.14 Industry Dynamics

4.2 Semikron

4.3 Fuji Electric

4.4 Mitsubishi Electric

4.5 ON Semiconductor

4.6 Denso

4.7 ROHM

4.8 Hitachi Power Semiconductor Device

4.9 STMicroelectronics

4.10 Renesas

5 Chinese Companies

5.1 BYD Semiconductor

5.1.1 Profile

5.1.2 Development History

5.1.3 Products and Application

5.1.4 IGBT Products

5.1.5 New Energy Vehicle IGBT Products

5.1.6 SiC Module Products

5.1.7 New Energy Vehicle SiC Modules

5.1.8 Revenue and Net Income

5.1.9 Unit Price and Cost of Products

5.1.10 Capacity, Output and Sales

5.1.11 Top Five Customers

5.1.12 Procurements and Suppliers

5.1.13 Industry Dynamics

5.2 StarPower Semiconductor

5.3 CRRC Times Electric

5.4 MacMic

5.5 CAS-IGBT Technology

5.6 Sino-Microelectronics

5.7 Hua Hong Semiconductor

5.8 Silan Microelectronics

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