Global Trends in the Automotive SiC Power Semiconductor Industry (pre-order)

Table of Contents

1.Development of the Global Automotive SiC Power Semiconductor Market

• 1.1 Global Net-zero Carbon Emission Initiatives Drive the Development of Electric Vehicles
• 1.2 Significant Increases in Usage and Value of Power Components under xEv Development
• 1.3 The Emergence of SiC Compensates for Limitations of Traditional Si-based Semiconductor Materials
• 1.4 800V+SiC Specifications Becomes the Mainstream Trend in Electric Vehicle
• 1.5 The Expansion of Electric Vehicle Demand to Boost Global Market Demand for SiC Power Semiconductors

2.Development of the Global SiC Power Semiconductor Industry

• 2.1 Global SiC Power Semiconductor Industry Has High Market Concentration
• 2.2 Upstream Substrates and Epitaxy as Major Bottlenecks in the SiC Power Semiconductor Industry
• 2.3 Trends in the Development of the World’s Top Five SiC Device Suppliers
• 2.4 Large-scale Production, 8-inch Production, In-house Manufacturing, and Strategic Alliances are Key Industry Trends
  • 2.4.1 Large-scale Production: Expanding Production Capacity as the Primary Goal for Manufacturers amid Increased SiC Demand

2.4.2

• 8-inch Production: Leading Manufacturers Strive to Optimize Substrate Technology to Achieve Mass Production

2.4.3

• In-house Manufacturing: Vertical Integration Likely to Become the Mainstream Development Trend in the Global SiC Industry
• 2.4.4 Strategic Alliances: Carmakers' Influence in the SiC Industry Chain Increases
• 2.5 Government Policies are a Key Driver for the Development of the SiC Industry
  • 2.5.1 The US: Relies on the Military and Defense Sectors to Drive SiC Industry Development
  • 2.5.2 Europe: Leverages Demand from the Traditional Automotive Industry and Implements Regional Integration Projects
  • 2.5.3 China: Promoting National-level IDM Specialization at National Level through the Military-Civil Integration Policy

3.MIC Perspective

Appendix

• List of Companies

List of Tables

• Table 1: Physical Performance Differences between Traditional Si Semiconductors and Third-generation Semiconductors based on SiC
• Table 2: Main Reasons for Difficulties in SiC Substrate Production
• Table 3: Trends in the Development of Major SiC Power Semiconductor Manufacturers Worldwide
• Table 4: Strategic Alliances of Major SiC Device Suppliers

List of Figures

• Figure 1: Net-zero Carbon Emission Targets of Major Countries Worldwide
• Figure 2: Timeline of Carmakers Introducing SiC MOSFETs in their Vehicles
• Figure 3: Global SiC Power Device Market Forecast by Application, 2019 - 2025
• Figure 4: Global Market Share of SiC Substrates (Left) and SiC Power Devices (Right)
• Figure 3: SiC Wafer Manufacturing Process and Production Cost Breakdown
• Figure 4: Vertical Integration and Substrate Supply of Key SiC Manufacturers Worldwide

Companies covered

• Audi
• BorgWarner
• BYD Auto
• Coherent
• Denso
• Epiworld International
• Ford
• Foxconn
• Geely Auto
• Global Power Technology
• GM
• GT Advanced
• Hestia Power
• Hong Young Semiconductor
• Hyundai
• Infineon
• Jaguar Land Rover Auto
• Lucid Group
• Macronix
• Mercedes-Benz
• Mitsubishi
• NIO Inc.
• Nissan
• Norstel AB
• Onsemi
• Porsche
• Renault
• Resonac
• Sanan Opto
• Semikron
• Sicc Co.
• SiCrystal
• Siltectra
• SK Siltron
• Soitec
• Stellantis N.V.
• STMicroelectronics
• TanKeBlue Semiconductor
• Tesla
• Tianyu Semiconductor
• Toyota
• Vitesco Technologies
• Wolfspeed
• XPeng Auto
• ZF Group
• Zhanxin Electronic