SiC adoption is accelerating: is the industrial supply chain ready?

“The 2016-2018 period has been crucial for the whole SiC industry,” asserts Rémi Comyn, PhD., Patent & Technology Analyst at Knowmade, the Technology Intelligence and IP[1] strategy consulting company. “SiC MOSFETs, commercially available for several years, are gaining the confidence of numerous customers and have clearly begun to penetrate into different applications”. The IP landscape confirms the trend with the strong leadership of the Japanese companies, the entrance of the Chinese players, as well as an impressive penetration rate within the automotive industry.

By 2018, Knowmade’s team was certain. The SiC market is going to grow. The question today is more  on how big the market will grow in the next five years, than whether the market will increase. Yole Développement (Yole), sister company of Knowmade, predicts a US$ 1.5 billion market in 2023, with a 31% CAGR[2] between 2017 and 2023[3].

As a consequence, numerous players are wondering if the supply chain is ready to embrace such market acceleration. “Attracted by the market potential, there are plenty of players who want to enter the market together with heated competition from power device giants”, comments Hong Lin, PhD., Senior Technology & Market Analyst at Yole. The competition has intensified”. What exactly is the status of the IP ecosystem? Who are the current leaders? Who will have the best IP in the coming years?… Knowmade’s analysts provide an up-to-date overview of the SiC IP ecosystem… More info.

[1] IP : Intellectual Property

[2] CAGR : Compound Annual Growth Rate

[3] Source : Power SiC : Materials, Devices and Applications report, Yole Développement, 2018