SiC market is now a real industry, not a niche anymore...

SiC INDUSTRY CONSOLIDATION AND RESHAPING HAS STARTED

SiC device makers now offer the 2 most expected devices in the power electronics industry: the diode and the transistor. 2011 is the year of the first SiC MOSFET introduction with simultaneous offers from Rohm and CREE.

These devices are used in real systems (air conditioners, motor drives, PV inverters) and significant effort is being directed toward the packaging side to capture all the added-value of the SiC (High T, high frequency.)

Thus, the open SiC device market has exceeded $50M in 2010 (excluding defense-related and R&D contracts) with an unexpectedly high penetration in the PV inverter segment where SiC Schottky diodes are now implemented in numerous systems, taking about 15% of the SiC device sales. PFC systems are still the top SiC device sales. The pending question remains the same: will SiC be implemented in EV/HEV and when? Here several scenarios may be envisioned. In our optimistic scenario, the automotive-related business will start by 2014 with a fast ramp-up and will capture more than 65% of the SiC device business in 2020. On the other hand, in our pessimistic scenario SiC could be skipped by auto makers who may prefer GaN or incumbent Silicon technology.

The investment level in the SiC industry has never been so huge: Over $100M has been invested in M&A, R&D programs, private and public funding over 2010 and early 2011.

Very recently the SiC industry has also started to consolidate through M&A, large investments or license agreements. Over the last 18 months, the most significant were:

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Key Topics Covered:

Glossary

Methodology, Limitations and Yole Proprietary Tools

Executive Summary

What we saw, what we missed, what has moved

Noteworthy News - The New Entrants and the exits since 2009 - Recent Known Funding for SiC Development From Silicon to SiC: Total Accessible Market Analysis

Reality of silicon & expectations of SiC

Market size, split by type SiC Industry Outlook

Low-Voltage Applications

Power Factor Corrector Market

Medium-Voltage Applications

EV/HEV Market

Toyota HEV Power Module Overview PV inverters UPS (Uninterrupted Power Supply) Market Industrial Motor AC Drive Market Air conditioner High-Voltage Applications

Wind turbines Rail Traction

Typical voltage range Smart Power Grid Ship and Vessel Propulsion Conclusions for High-Voltage Applications SiC Technology Discrete device & Power Module SiC Substrate and Epi Market Appendix

Companies Mentioned: To view the full list of companies that feature in this extensive report, click the link below

http://www.researchandmarkets.com/research/54fdde/sic_market_201020