汽车SiC零部件市场快速增长加速新能源汽车演进

汽车市场对碳化硅 (SiC) 功率半导体器件的兴趣正在迅速增加。 目前，SiC功率器件在成本和可靠性方面落后于传统硅基IGBT。 儘管如此，几乎所有汽车原始设备製造商和一级供应商都已开始在电动汽车模型中采用 SiC 组件或正在开发相关产品。 总体而言，OEM 和供应商的活动表明 SiC 相关技术在汽车行业中的重要性与日俱增。 从应用来看，SiC功率器件主要针对主牵引逆变器、车载充电机、DC/DC转换器、HVAC系统中的压缩机等。 特别是，SiC 功率器件被认为对主牵引逆变器的性能至关重要。 SiC MOSFET 正在逐步取代 Si IGBT，成为中高端新能源汽车 (NEV) 的主要牵引逆变器。

TRI成立于1996年，并于2015年併入TrendForce。 我们是一家研究公司，致力于广泛的主题，包括半导体、电信、物联网、汽车系统、人工智能、新兴技术应用以及主要区域市场（美国、欧洲、日本、韩国、中国、台湾等）。 TRI的服务因对新兴科技行业和区域发展趋势的准确理解而受到各类组织的高度评价。

本报告提供了 TRI 对汽车 SiC 组件的看法。

目录

第一章 新能源汽车平台升级至800V，助力SiC汽车零部件市场快速增长

第二章 功率半导体器件主要供应商聚焦SiC投资并与汽车厂商达成LTA

第三章 随着汽车市场竞争的加剧，汽车製造商将更多地参与SiC模块的设计和相关封装技术的开发

第 4 章 TRI 的观点

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