汽車SiC零部件市場快速增長加速新能源汽車演進

汽車市場對碳化矽 (SiC) 功率半導體器件的興趣正在迅速增加。 目前，SiC功率器件在成本和可靠性方面落後於傳統矽基IGBT。 儘管如此，幾乎所有汽車原始設備製造商和一級供應商都已開始在電動汽車模型中採用 SiC 組件或正在開發相關產品。 總體而言，OEM 和供應商的活動表明 SiC 相關技術在汽車行業中的重要性與日俱增。 從應用來看，SiC功率器件主要針對主牽引逆變器、車載充電機、DC/DC轉換器、HVAC系統中的壓縮機等。 特別是，SiC 功率器件被認為對主牽引逆變器的性能至關重要。 SiC MOSFET 正在逐步取代 Si IGBT，成為中高端新能源汽車 (NEV) 的主要牽引逆變器。

TRI成立於1996年，並於2015年併入TrendForce。 我們是一家研究公司，致力於廣泛的主題，包括半導體、電信、物聯網、汽車系統、人工智能、新興技術應用以及主要區域市場（美國、歐洲、日本、韓國、中國、台灣等）。 TRI的服務因對新興科技行業和區域發展趨勢的準確理解而受到各類組織的高度評價。

本報告提供了 TRI 對汽車 SiC 組件的看法。

目錄

第一章 新能源汽車平台升級至800V，助力SiC汽車零部件市場快速增長

第二章 功率半導體器件主要供應商聚焦SiC投資並與汽車廠商達成LTA

第三章 隨著汽車市場競爭的加劇，汽車製造商將更多地參與SiC模塊的設計和相關封裝技術的開發

第 4 章 TRI 的觀點

The automotive market is witnessing a surge of interest in silicon carbide (SiC) power semiconductor devices. Presently, SiC power devices still lag behind traditional silicon-based IGBTs in terms of cost and reliability. Nonetheless, nearly all automotive OEMs and tier-1 suppliers have either begun adopting SiC for the components used their electrified vehicle models, or they are developing related products. On the whole, the activities of OEMs and suppliers demonstrate the growing importance of SiC-related technologies within the automotive industry. In terms of applications, SiC power devices are mainly intended for the main traction inverter, onboard charger, DC/DC converter, and compressor within the HVAC system. In particular, SiC power devices are regarded as critical for the performance of the main traction inverter. SiC MOSFET is gradually replacing Si IGBT for the main traction inverters of the new energy vehicles (NEVs) belonging to the midrange and high-end segments.

TABLE OF CONTENTS

1. Upgrading of NEV Platforms to 800V Has Contributed to Rapid Market Growth for SiC Automotive Components

2. Major Suppliers for Power Semiconductor Devices Are Focusing Their Investments on SiC and Sign LTAs with Carmakers

3. As Competition in Automotive Market Intensifies, Carmakers Have Become Deeply Involved in Designing SiC Modules and Developing Related Packaging Technologies

4. TRI's View