IGBT Market and Technology Trends 2021 - Sample

From Technologies to Markets

© 2021

From Technologies to Markets

IGBT Market and Technology

Trends 2021

Market and Technology Report 2021

Courtesy of System Plus Consulting

Sample

2

Biographies & contacts

ABOUT THE AUTHORS

Dr. Milan ROSINA

Dr. Milan Rosina is Principal Analyst, Power Electronics & Batteries, at Yole Développement (Yole), within the Power & Wireless division. Milan has 20

years of scientific, industrial, and managerial experience in equipment and process development. He also has experience in due diligence, technology,

and market surveys in the fields of renewable energy, EV/HEV, energy storage, batteries, power electronics, thermal management, and innovative

materials and devices. Dr. Rosina received his Ph.D. degree from the National Polytechnic Institute (Grenoble, France). He previously worked for the

Institute of Electrical Engineering in Slovakia; Centrotherm in Germany; Fraunhofer IWS in Germany; CEA LETI in France; and at Direction of

Research and Innovation, ENGIE.

E-mail: [email protected]

Dr. Ana VILLAMOR

Dr. Ana Villamor is a Technology and Market Analyst for power electronics and compound semiconductors within the Power and Wireless division atYole Développement (Yole). She participates in many custom studies and reports focused on emerging power electronics technologies, includingdevice technology, and reliability analyses on MOSFETs, IGBTs, HEMTs, Power ICs, etc. She is also involved in various aspects of EV/HEV, and she hasacquired in-depth knowledge of the power electronics industry. Dr. Villamor previously worked for onsemi as a Device Development Engineer, whereshe obtained her Ph.D. in a collaboration with CNM-IMB-CSIC. Moreover, she holds an Electronics Engineering degree and a master’s degree in Microand Nano Electronics from Universitat Autonoma de Barcelona (SP). She has authored and co-authored several papers, as well as a patent.

E-mail: [email protected]

Abdoulaye LY

Abdoulaye LY is a Technology & Market Analyst specializing in Power Electronic Systems at Yole Développement. As part of the Power Electronics &

Wireless division atYole, Abdoulaye’s expertise is focused on power electronics system design.

Prior to Yole, Abdoulaye served as an electrical engineer and power electronics system engineer at Centum Adetel Transportation Solution for 3 years,

where he was in charge of converter design. He also performed simulations for catenary free tramways, tested qualifying auxiliary power supplies

(APS) for railway applications and managed a team developing a new battery cooling system.

Abdoulaye graduated with a technical degree in 2014 from Bethune University Institute of Technology and in 2017 and received an electrical

engineering degree from Grenoble Institute of Technology.

E-mail: [email protected] Market and Technology Trends 2021 | Sample | www.yole.fr | ©2021

http://www.yole.fr/

mailto:[email protected]


3

GLOSSARY

A, Amp: Ampere

AC: Alternating Current

AMB: Active Metal Brazed

ASP: Average Selling Price

BEV: Battery Electric Vehicle

BJT: Bipolar Junction Transistor

CAGR: Compound Annual Growth Rate

CSTBT: Carrier Storage Trench Bipolar Transistor

CZ: Czochralski

DBC: Direct Bond Copper

DFIG: Double-Fed Induction Generator

DC: Direct Current

DMOS: Diffused Metal Oxide Semiconductor

EV: Electric Vehicle, sometimes called BEV

FACTS: Flexible Alternating Current Transmission

System

FCV (FCEV): Fuel Cell Electric Vehicle

FET: Field Effect Transistor

FS: Field Stop

FZ: Float-Zone

GaN: Gallium Nitride

PFZ: Preferred Float Zone

PHEV: Plug-in electric vehicle

PT: Punch-Through

PV: Photovoltaics

QFN: Quad Flat pack No lead

SiC: Silicon Carbide

SJ MOSFET: Super Junction MOSFET

SPT: Soft Punch Through

SSV: Start & Stop Vehicle

SVC: Static Variant reactive power Compensator

TIM: Thermal Interface Material

TLPS: Transient Liquid Phase Soldering

UPS: Uninterrupted Power Supply

USD: American dollar

V: Volt

VA: Volt-Ampere

VSC: Voltage Source Converter

W: Watt

WBG: Wide Band Gap (e.g. Silicon Carbide and Gallium

Nitride materials)

GTO: Gate Turn-Off Thyristor

HEMT: High Electron Mobility Transistor

HEV: Hybrid Electric Vehicle

HVAC: Heating, Ventilation, and Air Conditioning

HVDC: High Voltage Direct Current

IC: Integrated circuit

IGBT: Insulated Gate Bipolar Transistor

IGCT: Integrated Gate Commutated Thyristor

IPM: Integrated Power Module

JFET: Junction Field Effect Transistor

JPY: Japanese Yen

LCC: Line Commutated Converters

LPT: Light-Punch-Through

MHEV: Mild Hybrid Electric Vehicle

MOSFET: Metal-Oxide Field Effect Transistor

NPC: Neutral Point Clamped

NPT: Non-Punch-Through

NTD: Neutron Transmuted Doping

PCB: Printed Circuit Board

PCM: Phase Change Material

PCS: Power Conversion System

PFC: Power Factor Correction

IGBT Market and Technology Trends 2021 | Sample | www.yole.fr | ©2021

http://www.yole.fr/

44

TABLE OF CONTENTS (1/2)

• Scope of the report 5

• Objectives of this report 6

• About the authors 7

• Companies cited in the report 8

• What we got right, what we missed 9

• Who should be interested in this report? 10

• Yole Group related reports 11

• Three-page summary 12

• Executive summary 16

• Definitions 49

• Methodology and definitions 59

• Market metrics and forecasts

• IGBT wafer market in MUnits

• IGBT market metrics and forecasts

• Discrete/modules/IPM

• Split by application

• Split by voltage range

• Application description and market trends by application 73

• Global market trends

• Market trends, split by application (EV/HEV, motor drives, railway,

electric vehicle DC chargers, photovoltaics, wind turbines,

stationary battery energy storage, UPS, home appliances, HVDC,

welding…)

• Market trends – Split by product

• COVID-19 crisis impact on silicon IGBT market 134

• IGBT supply chain and players analysis 138

• IGBT players business models

• Geographical locations of main IGBT players

• Geographical locations of main IGBT IDMs

• Benchmark of companies involved by voltage

• Where the demand on new device voltage classes comes

from?

• IGBT players ranking in 2020

• Market shares for discrete IGBTs manufacturers

• Market shares for IGBT power modules manufacturers

• Who supplies to whom – By application


http://www.yole.fr/

http://www.yole.fr/

55

TABLE OF CONTENTS (2/2)

• Announcements, M&A and partnerships

• 12-inch wafer

• Focus on IGBT companies in China

• Focus on IGBT industry in Russia

• IGBT technology analysis 196

• IGBT history and positioning

• Wafer trends

• Architectures of Si IGBT

• Technology evolution analysis

• IGBT power device packaging 232

• IGBT device packaging technology trends

• Focus: IGBT-SiC battle for EV 273

• Raw materials –A potential source of shortage 282

• Outlook 289

• Appendix – Main topologies 294

• Yole Développement presentation 303


http://www.yole.fr/

http://www.yole.fr/

66

The main purpose of Yole’s IGBT report is to provide a broad and exhaustive overview of the IGBT devices, applications and supply chainand associated trends.

This report fulfils the following objectives:

o Assess the market for wafers, IGBT discrete devices, power modules

o Explain the market dynamics for different IGBT applications

o Identify the key drivers that will shape the market’s future

o Provide an overview of the different IGBT components used in power electronics and their integration

o Deliver a concise overview of the different applications driving the IGBT business and related system topologies

o Present data rankings for the IGBT industry leaders, describing supply chain consolidation, the latest M&A activity, and future trends acrossthe player landscape

This report covers all IGBT types and related markets.This includes:

o IGBTs

• from 400V up to 6,500V.

o Applications such as:

• Automotive, including electric and hybrid electric vehicles

• Energy production (renewable energies such as photovoltaics, wind…) and energy transmission and distribution

• Industrial (motor drives, welding, UPS…)

• Consumer applications including home appliances

This report is both application and technology oriented:

o Each important application is targeted, with specific needs and evolutions analyzed, in order to determine challenges to be faced for IGBTtechnologies and their impact on the overall market

o Technology evolution and choices of the main IGBT manufacturers in the world are analyzed, and technology evolution is provided

Special focuses are also included in this report, based on current trends both for technology and supply chain organization:

o Chinese supply chain and market, manufacturers and technology

o Focus on EV/HEV technology choice

o Packaging trends and challenges to face, especially for power modules

SCOPE OF THE REPORT

Are your needs

outside of the scope

of this report?

Contact us for a custom

report:


http://www.yole.fr/

http://www.yole.fr/

7

OBJECTIVES OF THIS REPORT

• Analyze the main drivers for IGBT device

applications.

• Provide market metrics and forecasts for IGBT

discrete devices and power modules.

• Analyze the silicon IGBT competition: SiC

MOSFET and GaN HEMT

• Provide the overview of the IGBT supply chain,

with the main players and their market shares as

well as their product portfolio, with an additional

focus on Chinese market.

• Analyze how business models and supply-chains

evolve.

• Present main technological trends and ongoing

development of IGBT devices on wafer, die and

package levels.

Value proposition of IGBT power devices

Main drivers, applications and markets


http://www.yole.fr/

http://www.yole.fr/

8

ABB, Advanced Energy, Alstom, Alpha&Omega SC, Angstrem, ASMC, American Superconductor, APC, Bosch, BYD, CanSemi, CAS-IGBT, CR Microelectronics, CREE, CRRC, CSR, Daimler, Danfoss, DEC, Denso, Diodes Inc., Dynex, Eaton, Electrovipryamitel, Electrum, Emerson, Enercon, Energomodul, Fronius, Ford, Fuji Electric, General Electric, General Motors, Global Technologies Group, Goldwind, Green Charge, Hitachi, HHGrace, Infineon, Ingeteam, Ixys, IR Peri, KACO, Kawasaki, Keda Semiconductor,

Kremny, LG Energy Solution, LS Power Semitech, Littelfuse, Shenzhen Lytran Technology, Macmic, Magnachip, Microchip, MingyangWind Power, Mitsubishi, Mitsubishi Electric, onsemi, Panasonic, Proton-Electrotex, Renesas, Rohm, Samil Power, Sanrex, Schneider Electric, Schweizer, Semikron, Semiland, Shanghai Electric, Siemens, SiEn, Silan Microelectronic, Silvermicro, Sino-Microelectronics, Sinovel, SMA, Semiconductor Manufacturing International Corporation, STMicroelectronics, Starpower, Sungrow, Tesla Motors,

Toshiba, Toyota, United Power, Vestas, Vincotech, Vishay, Vitesco Technologies, WeEn, Wolfspeed, Volkswagen, Yaskawa, Zavod Iskra, Zhonghuan Semiconductor, and more.

COMPANIES CITED IN THE REPORT


http://www.yole.fr/

99

• IGBT device suppliers wishing to identify the most promising markets, new IGBT applications andbusiness strategy approaches to adopt in face of growing adoption of SiC-MOSFET devices.

• Device integrators looking for technology trends and IGBT suppliers.

• Investors and big companies evaluating investment into increasing IGBT manufacturing capacities.

• Wafer and equipment manufacturers seeking for understanding the quantitative evolution of thefuture demand for IGBT industry.

• R&D teams involved in developing new IGBT device designs and device packaging solutions.

WHO SHOULD BE INTERESTED IN THIS REPORT?


http://www.yole.fr/

http://www.yole.fr/

10

Market

segmentWind

turbinesUPS

Home

appliancesPhotovoltaics

Automotive and

EV/HEV

Industrial

motor driveRail

Charging

infrastructure

Stationary

battery

energy

storage

Grid

(HVDC)Others

Applications

Onshore

inverters

Data

centers

Washing

machines

PV inverter On-board

chargersLifts Trains DC chargers Inverters Inverter Welding

Offshore

invertersHospitals Refrigerators DC/DC HVAC Metro Medical

Industrial Air

conditioners

Main inverters

Boost converters

Pumps Subway

Avionics

and marine

propulsion

Inductive

heating

Gasoline vehicle

ignition systemsFans

High

speed

trains

Farming and

mining

vehicles

Cooking

heatersBrushless motors

Automation

robots

Test and

measurement

instruments

Garden tools CompressorsEnergy

storage

Vacuum

cleaners

Induction

heating

SILICON IGBT - KEY MARKETS


http://www.yole.fr/

1111

MARKET FORECASTS 2020-2026


http://www.yole.fr/

http://www.yole.fr/

12

IGBT MARKET DEVELOPMENT, PER APPLICATION

Market segment size and development comparison

The major contributing applications in IGBT market are Industrial motors and home appliances. In 2026, EV will be also a key market for IGBT.


http://www.yole.fr/

1313

SUPPLY CHAIN ANALYSIS (1/2)


http://www.yole.fr/

http://www.yole.fr/

1414

SUPPLY CHAIN ANALYSIS (2/2)


http://www.yole.fr/

http://www.yole.fr/

1515

300MM EXPANSION


http://www.yole.fr/

http://www.yole.fr/

1616

CHINESE IGBT SUPPLY CHAIN


http://www.yole.fr/

http://www.yole.fr/

1717

POWER DEVICE POSITIONING AS A FUNCTION OF POWER AND FREQUENCY

Power device technology positioning in 2021

103

102

101

100

Swit

chin

g pow

er

(kW

)

Planar

103

Si

Bipolar

Operating frequency (Hz)

104 106105

Si IGBT/IPMGaN

Si

Thyri

stor

SiC

MOSFET

GaN HEMTSi MOSFET

Grid

IGTC


http://www.yole.fr/

http://www.yole.fr/

http://www.yole.fr/

18

Evolution of IGBTs voltage with time

IGBTs are covering a wide range of voltage.

VCE (V)

6500

3300

2500

1700

1000

400

600

1990 2000 2010

IGBT HISTORY AND POSITIONING

IGBT devices progressively

entered all the voltage ranges

and are now available from

400V to 6.5kV.

There is still many developments

from major IGBT manufacturers

such as Hitachi or Fuji that keep

working on 6.5kV to enhance

performances and decrease cost

Below 400V, IGBTs are starting to lose their

advantages, and mainly MOSFETs are used.

2020

Device voltage class


http://www.yole.fr/

1919

TECHNOLOGY TRENDS: WAFER, DEVICE AND MODULE LEVEL


http://www.yole.fr/

http://www.yole.fr/

20

Contact our

Sales Team

for more

information

20

Contact our

Sales Team

for more

information

Status of the Power Module Packaging Industry 2020

Status of the Power Electronics Industry 2020

Power SiC: Materials, Devices and Applications 2020

YOLE GROUP OF COMPANIES RELATED REPORTS

Yole Développement


http://www.yole.fr/

http://www.yole.fr/

https://www.i-micronews.com/products/status-of-the-power-module-packaging-industry-2020/?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_IGBT_August2021

https://www.i-micronews.com/products/status-of-the-power-electronic-industry-2020/?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_IGBT_August2021

https://www.i-micronews.com/products/power-sic-materials-devices-and-applications-2020/?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_IGBT_August2021

https://www.i-micronews.com/products/status-of-the-power-electronic-industry-2020/?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_IGBT_August2021

https://www.i-micronews.com/products/status-of-the-power-module-packaging-industry-2020/?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_IGBT_August2021

https://www.i-micronews.com/products/power-sic-materials-devices-and-applications-2020/?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_IGBT_August2021

21

Contact our

Sales Team

for more

information

21

Contact our

Sales Team

for more

information

Vitesco Technologies Power Module in Jaguar I-PACE Inverter

Silicon IGBT Comparison2021

YOLE GROUP OF COMPANIES RELATED REPORTS

System Plus Consulting


http://www.yole.fr/

http://www.yole.fr/

https://www.i-micronews.com/products/vitesco-technologies-power-module-in-jaguar-i-pace-inverter/?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_IGBT_August2021

https://www.i-micronews.com/products/si-igbt-comparison-2021/?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_IGBT_August2021

https://www.i-micronews.com/products/si-igbt-comparison-2021/?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_IGBT_August2021

https://www.i-micronews.com/products/vitesco-technologies-power-module-in-jaguar-i-pace-inverter/?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_IGBT_August2021

2222

Yole Group of Companies, including Yole Développement,

System Plus Consulting and PISEO, are pleased to provide

you a glimpse of our accumulated knowledge.

We invite you to share our data with your own network,

within your presentations, press releases, dedicated

articles and more, but you first need approval from Yole

Public Relations department.

If you are interested, feel free to contact us right now!

We will also be more than happy to give you updated data

and appropriate formats.

Your contact: Sandrine Leroy, Dir. Public Relations

Email: [email protected]

HOW TO USE OUR DATA?


http://www.yole.fr/

http://www.yole.fr/

mailto:[email protected]?subject=I%20want%20to%20use%20webcast%20data

23About Yole Développement | www.yole.fr | ©2020

CONTACTS

Western US & Canada

Steve Laferriere - [email protected]

+ 1 310 600 8267

Eastern US & Canada

Chris Youman - [email protected]

+1 919 607 9839

Europe and RoW

Lizzie Levenez - [email protected]

+49 15 123 544 182

Benelux, UK & Spain

Marine Wybranietz - [email protected]

+49 69 96 21 76 78

DACH (North Germany, Austria, Switzerland)

Neha CHAUDHURY - [email protected]

+49 172 97 47 248

South Germany & France

Martine Komono - [email protected]

+49 173 69 43 31

India and RoA

Takashi Onozawa - [email protected]

+81 80 4371 4887

Greater China

Mavis Wang - [email protected]

+886 979 336 809 +86 136 6156 6824

Korea

Peter Ok - [email protected]

+82 10 4089 0233

Japan

Miho Ohtake - [email protected]

+81 34 4059 204

Japan and Singapore

Itsuyo Oshiba - [email protected]

+81 80 3577 3042

Japan

Toru Hosaka – [email protected]

+81 90 1775 3866

FINANCIAL SERVICES

› Jean-Christophe Eloy - [email protected]

+33 4 72 83 01 80

› Ivan Donaldson - [email protected]

+1 208 850 3914

CUSTOM PROJECT SERVICES

› Jérome Azémar, Yole Développement -

[email protected] - +33 6 27 68 69 33

› Julie Coulon, System Plus Consulting -

[email protected] - +33 2 72 17 89 85

GENERAL

› Jean-Christophe Eloy, Marketing & Communication

[email protected] - +33 472 83 01 01

› Sandrine Leroy, Public Relations

[email protected] - +33 4 72 83 01 89

› General inquiries: [email protected] - +33 4 72 83 01 80

Follow us on

REPORTS, MONITORS & TRACKS


http://www.yole.fr/




















https://twitter.com/yole_dev

https://www.linkedin.com/company/yole-d-veloppement

https://fr.slideshare.net/Yole_Developpement

https://www.facebook.com/pages/category/Consulting-Agency/Yole-D%C3%A9veloppement-532261576952457/

Documents

IGBT Market and Technology Trends 2021 - Sample