Author: Asif Anwar


Publication Date: 7月 17 2019


Pages: 58


Report Type: Forecast and Outlook



 高级半导体

HEV-EV Semiconductor Technology Outlook: What Role will SiC and GaN Play?




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Report Summary:

The power electronics market for wideband semiconductors is at an early stage and offers significant upside potential for companies that are able to leverage the growing opportunity
from the HEV/EV sector. Silicon-based IGBTs, MOSFETs and SBDs will continue to dominate the power electronics landscape, but SiC and GaN are starting to make inroads.


Table of Contents

Contents
1. Executive Summary 5
2. Introduction 6
3. HEV/EV Market Outlook 7
3.1 HEV/EV Production Trends 7
4. Anatomy of a HEV-EV Powertrain 9
4.1 AC/DC Charger (On-board) 10
4.2 DC/DC Converter 12
4.3 Inverters 13
5. HEV/EV Semiconductor Market Forecast 16
5.1 HEV/EV Semiconductor Demand 16
6. Current and Future Enabling Technologies 18
6.1 The Power Semiconductor Technology Landscape 18
7. Power Electronic Semiconductor Vendor Landscape 22
7.1 Denso, Japan 23
7.2 EPC, USA 24
7.3 Exagan, France 25
7.4 Flosfia, Japan 25
7.5 Fuji Electric, Japan 27
7.6 GaN Systems, Canada 28
7.7 Hitachi Power Semiconductor Device, Ltd., Japan 30
7.8 Infineon, Germany 31
7.9 Microchip, USA 33
7.10 Mitsubishi Electric, Japan 34
7.11 Nexperia, Netherlands 35
7.12 NXP, Netherlands 35
7.13 ON Semiconductor, USA 36
7.14 Panasonic, Japan 37
7.15 Renesas, Japan 38
7.16 Rohm, Japan 38
7.17 STMicroelectronics, Switzerland 40
7.18 Toshiba Electronic Devices & Storage Corporation, Japan 43
7.19 Toyoda Gosei, Japan 44
7.20 Toyota, Japan 45
7.21 Transphorm, US 46
7.22 VisIC, Israel 47
7.23 Wolfspeed, a Cree Company, USA 48
7.24 Other Companies 49
8. HEV/EV Semiconductor Technologies Outlook 50
8.1 HEV/EV Power Electronic Semiconductor Outlook by Technology 50
8.2 SiC and GaN Penetration by System 51
8.2.1 Traction Inverter 51
8.2.2 On-board Charger 52
8.2.3 DC-DC Converter 52
8.2.4 Auxiliary Inverter 53
8.3 Final Thoughts 54
9. Implications and Conclusions 55
10. How Can We Help You? 58

Exhibits
Exhibit 3-1 Global HEV/EV Production 2017-2026 7
Exhibit 3-2 Mild Hybrid Segmentation 8
Exhibit 4-1 HEV/EV Powertrain Systems 9
Exhibit 4-2 AC/DC Charger (On-Board) - Infineon 10
Exhibit 4-3 AC/DC Charger (On-Board) - ST 11
Exhibit 4-4 Auxiliary HV/LV DC/DC System Diagram 12
Exhibit 4-5 48V to 12V DC-DC Converter 13
Exhibit 4-6 HEV/EV Main Inverter System Diagram 14
Exhibit 4-7 HEV/EV Main Inverter 15
Exhibit 5-1 HEV/EV Semiconductor Demand by HEV/EV Type 16
Exhibit 5-2 Semiconductor Demand by HEV/BEV System Type 17
Exhibit 6-1 HEV-EV Semiconductor Characteristics 18
Exhibit 6-2 Comparison of Si vs SiC and Si/SiC Hybrid 21
Exhibit 7-1 Inverter Supply Integration Trends 22
Exhibit 7-2 Denso Device Wafer Quality Comparison 23
Exhibit 7-3 α-Ga2O3 MOSFET Device 26
Exhibit 7-4 GaN Systems Island Technology and GaNPX Packaging 29
Exhibit 7-5 Infineon Cold Split Technology Process Outline 32
Exhibit 7-6 Rohm’s SiC Power Module for Venturi Formula e Inverter 40
Exhibit 8-1 HEV/EV Power Electronic Semiconductor Outlook 50
Exhibit 8-2 Power Electronic Semiconductor Technology Penetration: Traction Inverter 51
Exhibit 8-3 Power Electronic Semiconductor Technology Penetration: OBC 52
Exhibit 8-4 Power Electronic Semiconductor Technology Penetration: DC-DC Converter 53
Exhibit 8-5 Power Electronic Semiconductor Technology Penetration: Auxiliary Inverter 53

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