Table of Contents

Methodology, limitations and Yole proprietary tools

Glossary

Executive summary                                             p5

• HEV types and availability: Micro, Mild, Full, plug in Hybrid and Electric

• HEV/EV incremental cost, versus benefit

• HEV/EV principles : a wide and complex range of functionalities

• HEV/EV configurations and power devices applications

• HEV/EV power electronics applications : devices types and power level

• Power module value in $ per hybrid application in 2009

• EV and HEV annual demand forecast to 2020 in Munits Split: Micro Hybrid and others EV/HEV

• Power module price roadmap split by HEV/EV application

• Power module revenues in $M for HEV/EV applications to 2020

• IGBT and MOSFET power modules revenues by applications

• Silicon wafers consumption forecast for HEV/EV power modules (Munits of 6" equiv.)

Power electronics applications in  HEV/EV          p18

• Bill of Material in HEV complete electric power-train

• Current device technologies in use

• Micro Hybrid start-stop

• Mild Hybrid converters and inverters

• DC/DC converter 14 V (full hybrid + plug in + EV)

• DC/AC inverter + DC/DC booster option (full hybrid, plug-in, EV)

• Plug In and EV battery charger (AC/DC)

HEV Market                                                          p26

• Top 20 motor vehicle companies in 2008

• Hybrid car sales today

• Industry involvement:  HEV car manufacturers 

• Worldwide hybrid car projections: Geographical trends

• Hybrid car launch: 47 available models expected for 2011

HEV/EV  Market                                                    p32

• Electric technology

• Plug-in HEV (PHEV): a bridge technology to EV

• Plug in HEV (PHEV) models introduction: large commercialisation after 2010

• EV models introduction: big players in the starting blocks

• PHEV / EV : Li Ion battery is a must... but who will afford it?

• Key players in Li Ion batteries

• Better place EV service provider : a solution to expensive and limited range batteries?

• EV better place project

• Better place EV service provider: a solution to expensive batteries?

• EV infrastructure

• Fuel Cell Vehicle (FCV) :  a possible option after 2015

• Plug in and EV challenges

HEV architectures and power control units              p45

• Different HEV architectures: Series / Parallel / Split

• Different HEV architectures: Toyota Prius II HEV engine cross sectional view

• Current HEV architectures

• Toyota Prius electric components roadmap

• Overview of Toyota power control unit for Prius 2003

• Overview of Toyota power control unit for Prius GS 450 h (2006)

• Overview of Toyota power control unit (PCU) for Lexus Sedan LS 600 h (2007) manufactured by Denso (JP)

• Honda power control unit evolution

• GM Hybrid 2 mode solution

Power electronics challenges and industrial supply chain p55

• Challenges for inverter suppliers in HEV/EV

• Power module price roadmap split by HEV/EV

• Example of traditional power modules design

• Inverter cooling design: 2D approach

• Inverter cooling design:  3D cooling new approach to save space

• Inverter design : a trend for a stronger mechatronics integration

• Many alliances in 2009 between car players and power players on HEV/EV power electronics

• Industrial supply-chain and typical market prices from modules to power train

• HEV power devices Industrial Supply-Chain: From discrete to vehicles, a worldwide coverage

• HEV inverter module cost breakdown

• Industrial supply-chain trends

Players, latest developments :  Automotive tier one suppliers                                                                     p68

• Automotive tier one suppliers position

• European HEV tier one suppliers : BOSCH

• European HEV tier one suppliers : CONTINENTAL

• European HEV tier one suppliers : Valeo

• European HEV tier one suppliers : Magna Electronics

• US HEV tier one suppliers : Delphi 

• Asian HEV tier one suppliers : Hitachi

• Asian HEV tier one suppliers : Denso

SiC & GaN as Silicon substitute?                          p83

• Why SiC or GaN in cars ?

• 2 key power modules: DC-DC boost converter and DC-AC inverter

• Expected improvements of SiC or GaN introduction in HEV

• The TOP 5 key requirements for power transistors in HEV

• Roadmap for operation voltage in HEV

• Added value analysis of SiC electronics for HEV: fuel consumption and money savings

• Silicon vs. SiC HEV inverter cost breakdown

• Sales projection for Silicon and SiC devices in EV/HEV inverters

• 4" and 6" SiC substrate volume projection for SiC devices in HEV

• SiC & GaN device suppliers - car manufacturers relationships

• SiC device voltage range covered by main companies (Prod. or R&D)

• Example of GaN Hybrid MOS-HFET by Furukawa Electric

• Example of GaN HEMT by Fujitsu

• Example of GaN-based power FET by Panasonic

• Matsushita MEI / Panasonic: 10kV GaN high-voltage HEMT

• Matsushita MEI / Panasonic: GaN high-voltage "Natural Super Junction" diode

• AlGaN/GaN HEMT on n-SiC by Toshiba

• AlGaN/GaN HEMT by Toyota R&D Lab

• 5" GaN-on-Si FET by Sanken Electric

• Hong Kong University of Science & Technology (HKUST) GaN-on-Si integrated diode + transistor

• International Rectifier GaNpowIR^TM technology platform

• Conclusion: perspective for SiC and GaN devices in the HEV

Silicon, SiC & GaN device and module recent developments                                                           p109

• European players

• Asian players

• US players

Conclusion                                                               p131

Appendix

Presentation of Yole Développement