IGBT Markets and Application Trends Report by Yole Developpement


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IGBT Markets and Application Trends Report

IGBT application growth will lead the market to $6B+ by 2018

EV/HEV, Renewable energies, Motor drives, UPS and Transportation: These key applications will drive IGBT growth to $6B by 2018
After a few hiccups in 2011 and 2012, we expect a return to steady growth for the IGBT market; specifically, from $3.6B today to $6B by 2018. Six key applications, which are extensively analyzed in this report, will fuel this growth: Motor drives is the largest one for IGBTs; in this report, we provide its splits for industrial, commercial and residential segments. Renewable energies (PV and wind) are also trending well. Since they rely on government investments, they can be unpredictable, but Japan and several developing countries will make up for Europe’s slow-down. Mass transportation and UPS are based on infrastructure needs; thus, the need for greater efficiency is pushing these markets. As for hybrid and electric cars, question marks remain. Market growth will occur, but nobody can predict to what extent. Our forecast is based on the latest Q1/2013 results and our own understanding of technology adoption.

IGBT in everyday life: consumer and home appliances are now part of the equation
In addition to the six key applications, every secondary application is analyzed in this report as well, and there are important trends not to be missed: the so-called “inverterization” trend is one of them. Home appliances increasingly require inverter-based motor drives, which provide better performance, comfort and efficiency: all “musts” for high-end products. Consumers are also using more advanced home solutions, like induction-based plates for rice cookers. These new applications will contribute to IGBT’s growth in consumer applications.

25% DROP IN 2012: more a mater of circumstances than an actual crisis
In 2012 there was a crisis in the Power Devices markets, IGBTs in particular. This is explained by multiple factors:

- The slow-down of PV installations due to the reduction of feed-in-tariffs in Europe
- The slow-down of wind turbine installations in China
- The train accident in China that halted the high-speed train production line
- The fact that global economic recovery has been much slower than expected (thus affecting the consumer markets).

Also, we believe that the 2011 earthquake in Japan caused system makers to secure their orders.
All these factors combine to explain 2011’s overproduction, which was paid for in 2012 and early 2013.

More information on that report at http://www.i-micronews.com/reports/IGBT-Markets-Trends/12/371/

Published in: Technology, Business

IGBT Markets and Application Trends Report by Yole Developpement

  1. 1. © 2013Copyrights © Yole Développement SA. All rights reserved.IGBT Markets & ApplicationsTrendsFrom 300V to 6.5kV, all applications and trends around IGBT devicesLe Quartz, 75 Cour Emile Zola69100 Villeurbanne-Lyon, FranceTel : +33 472 83 01 80 - Fax : +33 472 83 01 83Web: http://www.yole.frREPORT SAMPLE
  2. 2. © 2013 • 2Copyrights © Yole Développement SA. All rights reserved.Table of content• Executive summary….p.3• Preliminary definitions….p.30• Introduction….p.37• Market metrics….p.43– Market metrics– Players production analysis• IGBT for motor drives….p.66– Definition & application description– Market & players• IGBT for PV inverters….p.82– Definition & application description– Market & players• IGBT for electric and hybrid cars….p.98– Definition & application description– Market & players– EV/HEV charging stations• IGBT for Rail traction….p.117– Definition & application description– Market & players• IGBT for Wind turbine….p.127– Definition & application description– Market & players• IGBT for UPS….p.139– Definition & application description– Market & players• Secondary IGBT markets….p.152– Home appliances & consumer systems– Secondary industrial applications: HVAC, Pumps…– Secondary transportation applications: avionics, marine…– Medical applications– Other applications• Technology and supply chain trends….p.175– IGBT technologies and roadmaps– Power stack trend– IGBT drivers innovation– Other IGBT devices– Wafer technology trends– ASP analysis and cost trends• IGBT packaging….p.207• Si, SiC and GaN….p.230• Conclusions….p.235
  3. 3. © 2013 • 3Copyrights © Yole Développement SA. All rights reserved.Objectives of the report• Analyze and forecast IGBT markets and applications• Provide a progressive point-of-view on future IGBT marketevolution• Provide an exhaustive analysis of IGBT’s main applications• Present and explain the main trends impacting the IGBTmarket
  4. 4. © 2013 • 4Copyrights © Yole Développement SA. All rights reserved.How is this report built• This report is built on three main parts:– A first part presenting the main market metrics of the IGBT market, includingsplits and forecasts by applications, players, device type– A part presenting our analysis and market metrics about main and secondaryapplications:• Main applications each have an extensive analysis about the converter types, theirarchitecture, the type of devices or modules used, and market splits– These applications are: Motor drives, UPS, PV inverters, Hybrid and electric cars, Rail traction,Wind turbines• Secondary applications are presented through a lighter analysis on the converters, devicescharacteristics and market metrics– It includes consumer and commercial applications, and secondary industrial or transportationapplications– A second part, containing:• The technologies analysis (IGBT generations, structure, die size and thickness)• Technology and market trends analysis (power module packaging, power stacks, ChinesIGBT manufacturers…
  5. 5. © 2013 • 5Copyrights © Yole Développement SA. All rights reserved.What’s included in this report• This report cover all IGBT types and the related markets. This include:– IGBTs• from 300V up to 6.5kV. IGBT– Applications in the following segments:• Consumer• Industrial• Transportation• Energy production (renewable and non-renewable)• This report is applications oriented: It shows and explains the applications, theirspecific need and the recent evolutions, as well as the trends that impacts the IGBTmarket• We also included specific focuses in this report. These are based on main trends YoleDéveloppement has identified during its investigation and analysis. These focusesare:– Players analysis with a focus on Chinese manufacturers– Specific trends as Power stack trend, Power module packaging evolutions, “Inverterization” ofhome appliances…
  6. 6. © 2013 • 6IntroductionIGBT current density trendSource: Infineon, Yole DéveloppementCurrent density has beenmultiplied by 3.5 in 20yearsIGBT technology is nowvery mature, usingtrenches, thin waferRelative die size, thickness and current density roadmap
  7. 7. © 2013 • 7Copyrights © Yole Développement SA. All rights reserved.The revolution of the Chinese IGBTChinese players on the road to IGBT manufacturing• Asian players are becoming a greater part of the IGBT market. They still do notmanufacture a lot of devices. But we expect them to quickly gain market shares inlow cost local businessKoreaChinaSource: Yole Développement
  8. 8. © 2013 • 8Copyrights © Yole Développement SA. All rights reserved.The growth of IGBT use in consumer applicationsIGBT Players landscape analysis• Pioneers of the HV IGBT have the best market shares. Margin for HV IGBT modules is high and their historicposition made them first in the promising markets as EV/HEV and Renewables• New markets are targeted by all players, and only the strongest or the smartest will survive+4500V3300V1700V1200V600V or lessMarketpresenceLongShortVoltage??Pioneer of the HV IGBTPioneer of the IGBT for consumerPromising marketsEV/HEV & Renewables1200V & 1700VNew entrants in low voltageNew entrants in HVThe solution to stay aheadis to innovate in theservice, by proposing morethan the IGBT: Drivers,Cooling, or full stacksSource: Yole Développement
  9. 9. © 2013 • 9Copyrights © Yole Développement SA. All rights reserved.Semiconductor evolutions – IGBTPower device technology positioning• IGBT is gaining shares in high voltage low end solutions and low voltage highsolutions, thanks to its price erosion. It is becoming a commodity. On the other side,SiC is to become the high end solution in medium and high voltage.1200V or more600V or lessProductrangeVoltageIGBTThyristorIGCT…SiCMOSFETTriacsBipolar…3.3kV and more200VGaN GaN
  10. 10. © 2013 • 10Copyrights © Yole Développement SA. All rights reserved.$M$2 000M$4 000M$6 000M$8 000M$10 000M$12 000M$14 000M2011 2012 2013 2014 2015 2016 2017 20182011-2018 Market size for power devicesRectifiers x-FET Power Thyristors GTO, IGCT, GCT Bipolar IGBTMarket metrics & players analysisMarket size, split by typeSource: Yole Développement, May 2013
  11. 11. © 2013 • 11Copyrights © Yole Développement SA. All rights reserved.Additional extracts
  12. 12. © 2013 • 12Copyrights © Yole Développement SA. All rights reserved.Yole Power Electronics Reports In Time2012 2013DevicesandmodulesInvertersSubstrates
  13. 13. © 2013 • 13Yole activities in Power Electronicswww.yole.frMedia businessNews feed / Magazines /WebcastsReportsMarketResearchConsulting servicesMarket research,Technology & Strategywww.yole.fr