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Technology Stocks : Cree Inc.

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To: EvanG who wrote (10369)5/20/2021 11:53:35 PM
From: slacker7111 Recommendation

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Batteries are projected to shift to 800V which will need 1.2kV SiC for inverters. Inverters are not listed because they will eventually be above 1kV where SiC will dominate.

Great. You are more optimistic than I am. I have assumed that the 400V inverter market would survive for quite a while.

For some reason though, I doubt that marketing materials would leave off large markets just because they will eventually transition to higher voltages. Right now, 400V design wins are available and it doesn't look like STM is competing with GaN on Silicon.

Neither is Infineon.

Gregg Lowe in conference call gave examples of design wins with air conditioners, compressors, motor drives, and a robotic arm. That is potential fluff showing up in the opportunity pipeline that could get challenged by GaN-on-Si.

Definitely possible that different markets will need different performance requirements and that will allow GaN on Silicon to compete. I will continue to watch the progress of GaN on Silicon but like I said, I'm less worried than I was a year ago.
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