SiC Modules, Devices and Substrates for Power Electronics Market PFC, PV INVERTER AND NOW RAIL APPLICATIONS ARE FUELING SiC SALES In 2013, SiC chip business has almost reached $100m due to already well-established PFC applications that still drive large volumes of diodes and PV systems that, despite a depressed market, are the beachhead for newly SiC-powered inverter or micro-inverter line-ups. Surprisingly, train traction has adopted SiC sooner than expected because of the availability of 1.7kV full and hybrid modules that have been demonstrated and installed by Mitsubishi Electric in Japan. Train could dynamically expand, exhibiting a >80% CAGR over 2015-2020, since we expect other rolling-stock manufacturers will quickly adopt SiC, first in metro and then in the high-speed trains. We also forecast PV inverters to keep on implementing SiC at an annual growth rate of almost 12%. Adoption of SiC in train applications is significant in showing how SiC could play an important role in the high and very high voltage ranges (>1.7kV). We stay convinced that these voltage (and related power) ranges are exactly the place where SiC can bring added-value despite a price positioning that differs from silicon. Here savings are made at the system level, where passives and other cooling can be dramatically reduced when moving to SiC. On the other hand, PFC will probably face more and more competition from GaN now that it is claimed to be able to compete in the 600V segment. Therefore we remain quite conservative regarding this application which may switch to Nitrides in the coming years. This report will display the full coverage of SiC device market data, split by application to 2020. More information on that report at http://www.i-micronews.com/reports/SiC-Market-2014/3/459/

1. © 2014
SiC 2014
SiC propagates over all industrial segments.
Contagion has begun…
Dow corning
II-VI AIST CREE Denso
75, cours Emile ZOLA, F-69100 Villeurbanne, France
Tel: +33 472 83 01 80 - Fax: +33 472 83 01 83
Web: http://www.yole.fr
Alstom
Mitsubishi

2. © 2014 •2
Projection of SiC Power Device Market SizeSplit by application
Executive Summary
Source: Yole Développement

3. © 2014 •3
Power Modules
Where Are SiCChips 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
SiCChips
SiC vs. Si Market

4. © 2014 •4
Dual 600V SBDJan. 2014
650V/12A SBDApril 2013
Commercial SiCDiode ProductsDate introduced to the marketplace
PFC Market
2011
2013
2010
2012
2015
2014
2009
2016
2017
3rdgen. SBDFeb 09
600V SBDFeb 09
1.7kV SBDApril 2010
SBDMay 2010
1.2kV SBDFeb 09
1.2 –2.4kV SBD Dec 2010
> 2018
600V JBSJuly 2009
600V SBD Jan 2012
SBD Gen 2July 2012
5thgen. SBD 650VSept. 2012Based on thin-wafer
1.2kV SBDSept. 2012
1.2kV SBDNov. 2012
1.2kV/15&30A SBDMar 2013
600V & 1.2kV SBDSept 2013
8kV SBD Nov 2013
1.7kV / 50A SBDMarch 2014
5thgen. SBD 1,200VJuly 2014

5. © 2014 • 5
PV Inverters Commercial Products with SiC
Hybrid 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

6. © 2014 •6
Market Size of Motor AC Drives by Application and Type
•Over a total of ~$xxbin 2013
•White-goods are not implemented here as it uses mostly IPM, not power modules.
Motor Drive Market
Yole Développement © May 2013

7. © 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 SiC
Si 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

8. © 2014 •8
China Wide Band-gap Power Semiconductor Industry Alliance (2/2)
Wafer
Epi wafer
Device
Moduleand system

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