PRESENTATION

Are you prepared for the shifting paradigm of SiC supply chain for BEV?

SiC is surely the focus of vehicle electrification, both for light duty and for heavy duty vehicles. There will be solid growth in the main traction inverters in the next decade. This potential is huge enough to bring changes to the paradigm of the supply chain, which is greatly enhanced by the chip shortage in the past two years. Normally automotive OEMs stay at one end of the cascading supply chain of automotive electronics. Semiconductor device suppliers, including power modules, on one side, cooperate dominantly with Tier 2 (system) suppliers; on the other side, are in direct contact with upstream material suppliers. However, with SiC, where the material itself is critical, there is increasing vertical integration seen on various parts of the supply chain. Traditional power device manufacturers are extending the IDM business to the material side. What is worth of more attention is the increasing trend of OEMs getting down to the supply chain, with various strategies. With detailed analysis on the pros and cons of typical OEMs’ practices, suggestions are proposed to the power device IDMs, module manufacturers, fabless, foundries, substrate suppliers to embrace the new paradigm likely lasting for the next decades.