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From: slacker71110/29/2018 8:30:51 PM
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ON Semiconductor with some comments on their silicon carbide business.


seekingalpha.com




We recorded our first silicon carbide revenue from automotive end markets in the third quarter. We are actively engaged with leading global automotive OEMs on many silicon carbide projects. We expect silicon carbide will be a significant driver of our automotive content increase, driven by electrification of the drive train. We expect to see strong acceleration in our automotive silicon carbide revenue for foreseeable future.


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Then silicon carbide, we are outsourcing the raw wafers, we have long term agreements on that front. We do internally our own raw wafers for regular silicon, and we talked about that several times that we are increasing our capacity to serve more and be less dependent on these input costs, but not on internal--not on the silicon carbide right now.


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Mark Delaney


Got it. My second question, I was just hoping for some more clarity about how much revenue ON is recognizing currently in automotive from silicon carbide products, and how you expect that to come in for 2019. Thanks very much.


Keith Jackson


We are not giving specifics on that yet, but as I mentioned, in total silicon carbide would be in the tens of millions this year, ramping multiples each year.
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