Glossary                                                                                           p3

Executive summary                                                                         p4

• Our vision of SiC market in the next 10 years. Conditions of success…

• SiC-based device revenues and related 2008 company market shares

• 10-years projection of SiC power device market size split by applications

• Relative market shares of SiC power applications to 2019

• Market projection for SiC substrates in various applications 2008-2019 in units and $, split by diameter

• Comparison with 2008 report: what we saw, what we missed, what has moved…

• 2009 noteworthy news

• 2008 noteworthy news

• The new entrants since 2005

• Recent known funding for SiC development

• Main manufacturing steps of the SiC device processing

From Silicon to SiC: Total Accessible Market analysis                 p17

• Positioning of the SiC devices in the Silicon world

• Silicon vs. SiC device characteristics “Reality of silicon & expectations of SiC”

• Possible applications for SiC devices in Silicon power electronics

• Market segmentation of SiC applications as a function of voltage range

• SiC device market shares in %, split by voltage range to 2019

• SiC device applications roadmap - Time to market

• Main applications accessible to SiC - specs / market data of today silicon device market

• Estimated accessible markets, growth rate, and time to market for SiC-based power electronics

• % of SiC device market over the total Silicon discrete power device market to 2019

• 2008 Top-15 power electronics company revenues (based on overall revenues in the Silicon power electronics)

• Conclusion

SiC industry outlook                                                                       p29

• Main SiC fabs in Europe

• Main SiC fabs in the US

• Main SiC fabs in Japan

• Main SiC fabs in Asia (Apart of Japan)

• Positioning of the main companies over the SiC value-chain

• Some recent strategies and choices for next-gen power devices technology

• Research Programs. France: G2REC

• Research Programs. Europe: MANSiC

• Research Programs. Japan:

Low-Voltage Applications                                                               p44

Power Factor Corrector Market                                                  

• PFC market main metrics

• SiC or GaN main added-value in PFC circuits

• PFC efficiency comparison as a function of junction T° and Schottky diode type (Si, SiC and GaN)

• TOP 15 OEM power supply manufacturers and related involvement in SiC & GaN

• SiC or GaN device main market requirements for PFC applications

• Comparison of Si, SiC or GaN diode cost in a PFC module

• 2008 SBD cost breakdown model projection From SiC 4” wafer to 6A packaged dies

• 2005-2019 SiC Schottky diodes market forecasts in units and revenues for PFC

• 2005-2019 SiC Schottky diodes wafers consumption for PFC business

• 2005-2019 substrate market value for SiC Schottky diodes in PFC business

• Discrete SiC SBD available on the market as off Q3 2009

• Conclusion and perspectives

 
Medium-Voltage Applications                                                         p58

EV/HEV market

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

• HEV/EV principles and functionalities:

• Projection of market shares of EV, HEV & FCV over ICE to 2019

• Sales projection for EV/HEV to 2019 in million units

• Why SiC in cars ?

• Current device technologies in use

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

• Expected improvements of SiC introduction in HEV

• The TOP 5 key requirements for power transistors in HEV (according to Toyota)

• Roadmap for operation voltage in HEV

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

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

• Overview of Toyota HEV power module

• HEV inverter module cost breakdown

• Silicon vs. SiC HEV inverter cost breakdown

• Sales projection for Silicon and SiC devices in EV/HEV inverters to 2019

• 4” and 6” SiC substrate volume projection for SiC devices in HEV to 2019

• SiC device suppliers – car manufacturers relationships

• Conclusion: perspective for SiC devices in the HEV

 Inverters for solar panels

• Electric parameter of solar cells

• Solar market segmentation

• Installed base and annual demand of PV in MW to 2019

• Inverter module key parameters

• Cost breakdown of a solar installation and inverter cost in $/kW

• Typical cost breakdown of a single string inverter for residential application

• Trends in PV voltage

• First SiC inverter demonstrators: Fraunhofer ISE (D)

• First SiC inverter demonstrators: Kassel Institute (D)

• Electronic devices in PV inverters

• TOP-5 solar inverter main manufacturers

• SiC for solar power

• Volume and market of PV inverters split by type 2008-2019

• Device market for PV inverters. % of SiC market penetration and related size

• Market volume for SiC wafers for PV inverters

 UPS (Uninterrupted Power Supply) market

• Global UPS market: Market value, main uses and worldwide sales

• UPS products segments

• Projection of world UPS market to 2019, split by power range

• UPS vendors market shares

• UPS architectures examples

• 2007-2019 Silicon and SiC device market forecasts in UPS applications

• 2006-2019 SiC substrate market forecasts in USP applications

• Conclusion: SiC success chances in the UPS segment

 Industrial motor AC drives market

• AC drives applications

• Motor drives history

• AC drives market generalities

• 2008-2019 projection for AC drives market as a function of power range

• Less than 10 % of electric motors in the world are fitted with an AC drive.

• AC drives Total Accessible Market Volumes

• AC drives market shares

• AC Drives Supply-Chain

• AC drives electronic architecture

• SiC in AC drives: Results from Rockwell Automation

• SiC in AC drives: Others initiatives

• Total Accessible Market for SiC in AC Drives

• 2008-2018 Silicon and SiC device market value in AC drive applications

• SiC substrates market in units and $ for Motor AC drive applications

• Conclusion: Success chances for SiC in drives applications

 
High-Voltage Applications                                                             p122

 Rail traction

•  From grid to IGBT: Typical voltage range

• Estimation of the world market share of train rolling stock manufacturers

• Main voltage ranges implemented by major train manufacturers

• Main parameters for the calculations and definitions. 2007 starting point

• World market volume for IGBT modules used in rail transportation, split by voltage

• Tentative roadmap for SiC introduction in rail transportation. Device (chip) market

• SiC substrate market size for Rail Traction

 Smart Power Grid :

• Electrical grid management trends

• Growing need for electricity : will double from 2004 to 2030

• Transition from today architecture to tomorrow distributed network and smart grid management

• Architectures of Smart Power Distribution Sytems: HVDC & FACTS

• HVDC and FACTS use

• HVDC and FACTS main advantage

• HVDC and FACTS market data

• HVDC standard and HVDC light from ABB

• Voltage Source Converters - HVDC light

• Typical IGBT setup in an HVDC light system

• Estimated worldwide HVDC installed capacity in MW

• FACTS (Flexible AC transmission systems) technologies

• FACTS technologies

• Example of supply-chain in power grids

• Estimation of market size for Silicon and SiC devices (chips) in both HVDC & FACTS applications

• SiC substrate market size for both HVDC & FACTS applications

 Ships and vessels propulsion

• Market segments

• Ships definition

• Example of propulsion setup

• Market outlook. Annual demand in units

• Current Silicon IGBT use and hypothesis

• IGBT module shipments in units

• Market for power devices in ships & vessels propulsion

• SiC substrate market in Units and $ for Ships and Vessels propulsion

 Wind Power Market: Power converters for wind turbines

• Installed base and annual demand in GW and units

•  Annual installed capacity geographical breakdown

• Wind turbine architecture

• Wind turbine generators and power converters

• Variable speed wind power electrical characteristics

• Variable speed wind turbine inverters

• Industrial supply-chain

• Wind turbines market trends

• Typical architecture of a 2MW Double Fed Induction Generator  (DFIG): 80% of the market

• 6-pack Silicon IGBT module and diode market for wind turbine

• Transistor + diode market for wind turbines in Silicon and SiC market penetration

• SiC substrate market in Units and $ for Wind Turbines

• Conclusions

 SiC substrates market                                                                    p172

• What has changed in 08?

• State-of-art in SiC crystal growth

• SiC material: from polytype to devices

• From powder to SiC epi-ready wafers Sublimation (PVT) technique

• SiC crystal growth techniques comparison table

• Main SiC material manufacturing site locations Bulk and/or epi-foundry

• 2009 estimated SiC substrates monthly production

• Material polytypes, doping & orientation commercially available

• 2006, 2007 & 2008 SiC substrate vendor revenues & related market shares (n-type and S.I.)

• Key accounts of main SiC material vendors 2008 status

• SiC epi-house and epi-service offers

• Wafers diameter evolution in production for Power Electronics

• Wafers diameter evolution in production for GaN/SiC LED

• Wafers diameter evolution in production for GaN/SiC RF devices

• 2005-2019 SiC row substrates price evolution split by type (S.I. / n-type) and diameter (2”, 3”, 4” and 6”)

• Volume dependency of SiC n-type pricing as a function of the lot size. Example for 3” and 4”

•  Comparison SiC/Si for cost of raw substrate for a 1 Amp device

• Impact of the off-cut on the ingot yield

• SiC epitaxy: typical process time

• Overview of SiC epi-reactors installed-base (non-exhaustive list)

• Market projection for SiC substrates in various applications 2008-2019

• Conclusion

 SiC Technology: Discrete device & Power Module                          p195

• $/mm² for SiC row substrate and processed device in 2009 and 2015

• SiC power devices: chips size and power density

• Current density SiC material price pushes for high A/mm²

• Current density (A/mm²) roadmap for SiC devices in production

• SiC transistor: who is active?

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

• 2010 MOSFET cost breakdown model projection
  From 4” wafer to 1200V/100A packaged dies

• SiC MOSFET: state-of-the-art

• SiC diodes: state-of-the-art

• SiC JFET state-of-the-art

• SiC BJT: state-of-the-art

• SiC Thyristor: state-of-the-art

• Main power module products implementing SiC devices

• AIST 300kVA SiC inverter

• Mitsubishi Electric 3.7kW SiC inverter

• Mitsubishi Electric 11kW SiC inverter

• CREE / Kansai Electric 100 kVA SiC Inverter

• Peregrine Power

• APEI Inc.

• SatCon Power Systems

 General conclusion. Perspectives of the SiC industry                       p216

 Appendix

• Sumitomo Metal Industries Liquid Phase Epitaxy process

• SiC epi-reactor LPE-EPI (Milano, italy)

• SiC epi-reactor Epigress (Aixtron Group)

• CREE company profile

•  2008 fiscal year results (Ended June 29th, 2008)

•  Distribution of 2007-2008 revenues

• re-building of CREE-OSRAM business relations

•  2005 to 2008 analysis: breakdown by main customers

• Location & Size

• Facilities Equipment