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super junction mosfet report 2013 Report by Yole Developpement

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A $1B market by 2018, forecast at 10.3% growth per year. Already eight new players in the last three years! …

A $1B market by 2018, forecast at 10.3% growth per year. Already eight new players in the last three years!

SJ MOSFET is jumping from consumer power supplies to the renewable energy and industry segments
It’s no secret: Consumer is SJ MOSFET’s main application segment, representing 2/3 of its total market. And while some applications are stagnant, i.e. Desktop PC and game console power supplies, most applications are still growing. The biggest growth area will be power supplies for tablets, with an expected 32% increase in CAGR from 2013 to 2018. However, the main products where SJ MOSFETs are used are PC (Desktop and laptop) power supplies and TV sets, which total half of the SJ MOSFET market as presented in this report.

The driver for using SJ MOSFET in these applications is, first and foremost, size reduction. SJ MOSFET allows for a much smaller size than planar MOSFET, since they generate less heat.

The Hybrid and Electric car markets should not be ignored. True, they are less than $5M today, but they will represent more than $100M by 2018.

This report clarifies the situation of SJ MOSFET in EV/HEV markets, and shows how SJ MOSFET will be used in DC/DC converters and chargers and how it provides accurate market metrics.
Industrial applications are less interested in SJ MOSFET use, since these applications do not require a high frequency of switching when operating in an H-bridge. SJ MOSFET is interesting only for specific topologies such as multi-level, or for cheap, low-power solutions (small UPS, residential PV) - but even in these applications, planar MOSFET or IGBTs remain better solutions since they are cheaper and meet all requirements.

In summary, SJ MOSFET is currently employed mostly for high-end solutions.

More information on that report at http://www.i-micronews.com/reports/Super-Junction-MOSFET-Business-Update/12/344/

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  • 1. Super Junction MOSFET Business update Market & technology report on advanced Silicon HV MOSFET Report sample© 2013 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 2. Table of Contents• Introduction:p.2 – How is this report built?• Executive summary:p.9 • SJ MOSFET packaging:p.145• Power electronics market:p.28 – History / PowerFLAT and ThinPAK / Power modules • Trends in SJ MOSFET Market:p.153• SJ MOSFET market:P.35 – Towards higher voltage – The competing technologies against SJ MOSFET• Applications for Super Junction MOSFETs:p.55 • Added value of SJ MOS:p.163 – Synthesis on SJ MOS applications – Conventional power MOSFET / The Super Junction principle / • SJ MOS drivers by segment / Split by application as of Features and benefits / Si, SJ MOS and SiC - Characteristics 2010 / SJ MOS market forecast to 2016 comparison / SJ MOSFET position in voltage and frequency – SJ MOS in PV inverter: p.72 – SJ MOS in Uninterruptible Power Supplies: p.79 • Players profiles:p.172 – SJ MOS in LCD TV: p.84 – Recall on market share by player – SJ MOS in Lighting applications: p.87 – Players profile analysis – SJ MOS in Desktop power supplies: p.92 – Focus on new players – SJ MOS in Servers: p.95 • Conclusion :p.189 – SJ MOS in SMPS for consumer applications: p.97 – SJ MOS in EV/HEV & EV/HEV supply equipment: p.112 • Your contacts at YOLE – SJ MOS in other power supplies: p.126 • APPENDIX • Reverse engineering on SJ MOS• SJ MOSFET Technologies:p.131 – Structure comparison – Multi-epi – Super Junction MOSFETs – History / 2 technologies: Multi- – Structure comparison – Pictures epi & Deep Trench / Multiple epitaxy technology / Deep – Structure comparison – Dimensions trench technology / Cost analysis / Performances history at R&D / Who does what? © 2013 • 2 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 3. Introduction How is This Report Built? Why this report• Today’s power semiconductor industry uses Silicon and has been waiting for compound materials for 10 years• Silicon can still be improved and this is what has been done with the super junction structure, which was released 10 years ago and is catching more and more shares of the market• Cost remains the main driver and highest performance technology will be widely used only at a reasonable cost• Regulations (as EnergyStar) push for better efficiency, therefore fewer losses, and the industry can only integrate available technologies. SJ MOSFET is one of these available technologies, whereas compound semiconductor are not at mass production• Several new players entered SJ MOS market within the last 36 months. It is a business with around 15 players, and two of them totalize around 85% of the market• We have also seen new business models emerge, and unexpected players entering the game• SJ technology is reaching higher voltages, and is trying to become a very high voltage technology Super junction MOSFET is a subject as tremendous as SiC and GaN. It is part of the power semiconductor picture for the next ten years. It is to become a standard and to replace planar MOSFET in the future, and to be a perfect interim solution, before GaN’s availability. The objective of this report is to clarify this situation and start thinking about the future market evolution when we include SJ MOS as a challenger in a more and more competitive power semiconductor devices market © 2013 • 3 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 4. Introduction How is This Report Built? Topic, definitions and baseline• This report focuses on High-Voltage Super Junction MOSFETs, from 400V to 1000V• We included market share and market analysis split by players and applications• The technical part exposes the technologies at production and R&D stages, including reverse engineering pictures• We included market forecasts to 2018 based on the current status of the market and expected technical and market trends• All along the report, super junction MOSFET devices will be cited as SJ MOS, or SJ MOSFET © 2013 • 4 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 5. Introduction How is This Report Built? What is new in this update• We are releasing an update two years after the first release of this report, as it was becoming necessary. Thus, most of the analysis and results of this report are new: – Market metrics: latest market size and future forecasts, market shares by players. We have improved our market shares by applications, with a deeper segmentation – SJ MOSFETs in EV/HEV: we provide a clear analysis of this market segment – Players landscape: We included all the latest players entry and expected future entry in SJ MOSFET markets. We analyzed these evolutions to draw a synthesis of current and future SJ MOSFETS market evolution – SJ MOSFETs packaging: We believe that this domain is playing a more and more important role in power semiconductor markets. It will be key for SJ MOSFETs penetration at consumer level. – Competing technologies: GaN, SiC and IGBT high speed © 2013 • 5 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 6. Super Junction MOSFET Market Forecast 2010 – 2018 Super Junction Market forecast to 2018 © Yole Développement. Dec. 2012  SJ MOS device market growth will stay between xx% and xx% until 2018. The recent power devices market instability (2011 huge growth followed by 2012 dropping) had a very light impact on SJ MOSFET sales. The shortage in place probably had buffered the demand decrease, added to the fact that SJ MOSFET trend is much better than other Silicon technologies. It is one of the youngest Silicon technology in place (1998). NOTE: Market sizes of this report is based on discrete devices and (die+assembly) price in power modules using SJ MOSFETs among other components© 2013 • 6 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 7. Super Junction MOSFET Market Split by Application as of 2012 Others (13% - $73 M) TOTAL $528.2M © Dec. 2012 Yole DéveloppementSuper Junction MOSFET market is stilldriven by consumer applications. Theyrepresent XX to XX% of the market © 2013 • 7 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 8. Analysis of SJ MOSFET competition Origin of Super Junction MOSFET market players Players entry timeline A very strong activity during the Opportunistic last 4 years, announcing a players democratization of the technology Asian Fabless (using Asian foundries) Former power IC players Historic players still own 90%+ market shares Pure Power semiconductor players 1998 2004 2008 2012 2013© 2013 • 8 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 9. SJ MOSFET packaging History of MOSFET packaging • ST Microelectronics and Infineon jointly developed a smaller SMD package (8x8x1mm) TO 220 SMD D²Pak SOT 223 Powerflat 8x8 ThinPak • Though hole package has not TO 220 evolved much since first TO 262 I²Pak components. 1998 2010© 2013 • 9 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 10. Additional extracts Applications for SJ MOSFET© 2013 • 10 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 11. Objectives of the report• The report objectives are as follows: – Analyze new strategies and technology roadmaps – Provide an exhaustive supply-chain analysis of the SJ MOSFET market – Provide up-to-date market metrics – Profile the different segments of the SJ MOSFET market – Position SJ MOSFET technology against current and future competition © 2013 • 11 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 12. Presentation of Yole Développement Power Electronics activities Le Quartz, 75 Cours Emile Zola 69100 Villeurbanne-Lyon, France Tel : +33 472 83 01 80 - Fax : +33 472 83 01 83© 2013 Web: http://www.yole.fr Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 13. Yole Développement• Yole Développement is a market research and strategy consulting company, founded in 1998.• We are involved in the following fields: • MEMS and microfluidics • Compound semiconductors: SiC, GaN, AlN, GaAs, InP, ZnO, Diamond, GaAs, Sapphire (and thick SOI) including Lasers, HB LED, power devices, RF devices • Power Electronics: discretes (MOSFET, IGBT, Diodes, GTO...), power modules, IPM, drivers, high T° packaging, inverters (wind, traction, EV/HEV, PV...) • Photovoltaic • Advanced packaging (3D IC, TSV, SoC, WLP…) • Nanomaterials• Our research is performed by in-house personnel conducting open- ended discussion based interviews. – 20 full time analysts with technical and marketing degrees – Primary research includes over 2,500 interviews annually © 2013 • 13 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 14. Yole missions in Power Electronics• Our missions in Power Electronics: – Help device and system manufacturers to expand their product portfolio taking advantages from the PE specificities. • Devices: – Active (switches) – Passive: capacitors, resistors, inductors, connectors, bus bars • Systems: – Inverters, converters, drivers – Help material and equipment makers to diversify their offer, understanding new technologies and new challenges: • Materials for wafers • Materials for passive components – Help start up in the PE domain to have a good representation of this market, accompany them on a business plan and on partnerships and investors seeking © 2013 • 14 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 15. A complete offer for your activities in Power Electronics Power Fab database Cost simulation tool Reverse engineering and Market and technology reports reverse costing services© 2013 • 15 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 16. Yole power electronics reports in time Inverters Devices and modulesSubstrates © 2013 • 16 2012 2013 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.
  • 17. Your contacts at YOLE• Your contacts at YOLE Développement: – Alexandre AVRON, Technology and Market analyst in Power Electronics • Email: avron@yole.fr • Tel: +33 472 83 01 03 – Wenbin DING, Technology and Market analyst in Power Electronics • Email: ding@yole.fr • Tel: +33 472 83 01 87 – Jean-Christophe Eloy, CEO: • Email: eloy@yole.fr • Tel: +33 472 83 01 82 © 2013 • 17 Super Junction MOSFET 2013 Copyrights © Yole Développement SA. All rights reserved.