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To: slacker711 who wrote (9845)7/27/2018 2:56:35 PM
From: slacker711  Read Replies (1) | Respond to of 10461
 
I know nothing about Power Integrations but they think that SiC is "rapidly taking hold" in EV's.


seekingalpha.com


Importantly, the product is capable of driving not only silicon IGBTs, but also silicon carbide MOSFETs, which are rapidly taking hold in the EV market.



To: slacker711 who wrote (9845)7/27/2018 5:09:47 PM
From: slacker711  Respond to of 10461
 
OTOH, STM is betting on GaN on Si for the RF space.

eetimes.com

STMicro, Macom Aim to Take GaN-on-Silicon Mainstream

Nitin Dahad
2/9/2018 00:01 AM EST
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LONDON — STMicroelectronics and Macom Technology Solutions announced an agreement that will improve Macom's access to manufacturing capacity for its gallium nitride-on-silicon technology and enable ST to manufacture its own products based on the technology for the RF energy and RF lighting markets.

The companies said they will develop GaN-on-silicon wafers to be manufactured by ST for Macom's use across an array of RF applications. While expanding Macom's source of supply, the agreement also grants to ST the right to manufacture and sell its own GaN-on-silicon products in RF markets outside of mobile phone, wireless basestation and related commercial telecom infrastructure applications — such as in RF energy for automotive and for RF lighting.

In addition to the access to increased wafer manufacturing capacity, Macom (Lowell, Mass.) said it expects to achieve an improved cost structure that could displace incumbent silicon LDMOS and accelerate the adoption of GaN-on-silicon in mainstream markets.

"Once the $0.04/watt barrier for high power RF semiconductor devices is crossed, significant opportunities for the RF energy market may open up," said Eric Higham, a director at research firm Strategy Analytics. "Potential RF energy device shipments could be in the hundreds of millions for applications including commercial microwave cooking, automotive lighting and ignition, and plasma lighting, with sales reaching into the billions of dollars."

ST and Macom said in a press statement they have been working together for several years to bring GaN-on-silicon production up in ST's CMOS wafer fab. As currently scheduled, sample production from ST is expected to begin in 2018.



To: slacker711 who wrote (9845)8/1/2018 3:14:59 PM
From: slacker711  Read Replies (1) | Respond to of 10461
 
Infineon is very bullish on SiC over the long-term but it appears that they are seeing push back because of pricing. Very different tone than what STM said.


seekingalpha.com


Reinhard Ploss


Well, I also want to comment on the EV side and the silicon carbide. Considering the situation the automotive industry is in, the hybridization and to a certain degree other EVs are facing the expectation of the consumers to get this at a similar price level compared to today’s combustion engines.


And the situation here is that the price negotiations for the IGBT modules always had been very tough. So the competitiveness for silicon carbide is definitely not different, even so there are more people who raise their voice that they can become successful in silicon carbide. But I would say this is still something to come, and the cost situation for silicon carbide is way above the today’s IGBT segment.


So we do not expect that silicon carbide will make the life more difficult in the EV than it is today. The ADAS development, maybe, Helmut, you comment on the margin development of ADAS.



To: slacker711 who wrote (9845)10/24/2018 9:34:05 AM
From: slacker7111 Recommendation

Recommended By
Lou Weed

  Read Replies (1) | Respond to of 10461
 
STM says that they are now involved with 30 SiC projects (up from 25 last quarter). $100m in revenues this year for STM with the market growing to $3 billion in 2025.

seekingalpha.com

Andrew M. Gardiner - Barclays Capital Securities Ltd.


Understood. I had to try. Just perhaps another one on silicon carbide, you mentioned a few wins in the recent quarter. Can you give us a better sense as to when those might start to ship? I presume it's not next year, but in terms of 2020, 2021 sort of how you're thinking about the ramp over time? Thank you.


Jean-Marc Chery - STMicroelectronics NV


Well, this is – clearly with the usual product development lead time and incubation, okay, it will be more impact on 2020 and beyond for ST. But for the time being, I confirm that this year, we will execute and we will achieve $100 million revenue from silicon carbide. Our manufacturing machine is performing well according expectation, and these 30 (00:47:28) projects are simply consistent with our mission to be a leader of the silicon carbide market. And we know that with this market, we grow very fast, okay. For the time being, we have visibility to see $3 billion in 2025, and we want to perform this market consistently with our current market share generally speaking in Automotive well above 30%.