The development of high-voltage charging has led to a significant increase in demand for sic devices

The high-power charging technology mainly based on 800V is widely promoted by car companies. In the new 800V architecture, the key to electric drive technology is the use of "third-generation" SiC/GaN semiconductor devices. The 800V high-voltage system with SiC/GaN as the core will usher in a large-scale development period in fields such as automotive electric drive systems, electronic control systems, in vehicle charging stations, in vehicle chargers, DC-DC, etc. The issue of "out of stock" of SiC devices still exists, and a production capacity war for silicon carbide is also ongoing.http://www.ic-bom.com/

New energy vehicle companies are constantly developing and need to ensure the stability of their supply chain, so SiC suppliers related to them also need to have stable supply relationships. However, the overall trend of the development of new energy vehicles is on the rise, but the market growth rate has slowed down. At this time, it can‘t help but think of Tesla, which has digested most of the production capacity of the global SiC market, saying "the next generation car platform will reduce the use of silicon carbide by 75%." In this way, let‘s look back at a large number of SiC suppliers expanding their factories and increasing production, as well as the frequent signing of long-term cooperation agreements by SiC suppliers in recent times, What will be the final SiC production capacity result, I believe it will also be imaginative.

But the expansion of SiC production capacity is caused by the supply and demand of the market. The entire SiC and new energy vehicle industry shows no signs of stopping. Recently, SiC still swept through the Shanghai Auto Show, with frequent development plans by car companies and Tier1, and the market outlook remains very optimistic.http://www.ic-bom.com/

There is still an imbalance between supply and demand in the silicon carbide industry chain. Taking the demand in the field of new energy vehicles as an example for calculation. In terms of demand, Strategy Analytics, a research firm, predicts that global sales of new energy vehicles will reach 22.4 million by 2025. Assuming that every new energy vehicle is equipped with silicon carbide devices, under conservative circumstances, the demand for silicon carbide for high-voltage platforms will reach 2.19 million pieces, while for medium to high voltage platforms, it will reach 4.37 million pieces. In terms of supply, according to data forecasts from Sanan Optoelectronics and market research institutions, it is expected that the total number of global silicon carbide substrates will be 2.82 million in 2025, with 890000 in China and 1.93 million in regions outside of China. Overall, the production capacity gap will reach over 4 million pieces.

Nowadays, the product combination of 800V+SiC has become increasingly popular, including car companies such as Xiaopeng, GAC Aian, Jikron, and Ideal, which have all laid out 800V high-voltage high-power fast charging technology. However, with the arrival of high-power overcharging, its components inevitably face reform and upgrading.http://www.ic-bom.com/

Nowadays, new energy vehicles with standard 800V high-voltage charging have become the mainstream in the market. What we understand is that Xiaopeng has released the G9 equipped with 800V overcharge, which can run 200KM in 5 minutes of charging; The all-new HI version of the Jihu Alpha S features an 800V high-voltage production vehicle platform, with a charging power of up to 187kW. It can replenish nearly 200km of range in 10 minutes and charge from 30% to 80% in just 15 minutes. BYD, Geely Krypton, Dongfeng Landu, GAC Aian, Changan, Great Wall, Ideal Automobile, and many other car companies have successively released 800V platform architectures or plans.

Under the high voltage environment of 800V, the voltage resistance, loss, and high-temperature resistance of the power semiconductor are very demanding. Compared to Si based power semiconductors, SiC based power semiconductors have higher voltage withstand levels and switching losses, making them the most beneficial components in the 800V trend. Yifa Semiconductor has seized this point and continuously conducted research on high-power SiC modules, launching five new generation SiC MOSFET power modules, which has brought significant help to the development of high-voltage fast charging for new energy vehicles.

Summary

High voltage fast charging and the sic industry complement each other, and the development of various industries is mutually beneficial and win-win. Only in this way can the industry achieve sustainable development, innovate from all walks of life, work together to assist, take precautions, and make continuous progress.