Market & Technology Trends in Wide BandGap Power How SiC & GaN will capture market shares over...
Transcript of Market & Technology Trends in Wide BandGap Power How SiC & GaN will capture market shares over...
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Market & Technology trends in Wide BandGap power packaging
APEC 2015
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Overall Power Electronic Market
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Bipo
lar
Unip
olar
Fiel
d Ef
fect
Tra
nsist
ors
DiodeGTO
Thyristor
BJT
IGCT
1970 1990 2010 2020
IGBT
SiC BJT
SJMOSFET
SiliconSiC
GaN
Gen. 2Max. 600V
Gen. 6Max. 6500V…
SiC JFET
GaN HEMT
MOSFETFET
T Gen
IGCTTOO
SSSSSSSSSSSSSSSSSSi
MO
2013
S
970 11119110Thyristor & MOSFET era
990 222201
G
99Si IGBT era
10 222222222202
aN HEMT
20131
GWBG era??
SiC MOSFETSiC diodeS
Life–Cycle of Power Device TechnologiesA new generation every ~20 years…
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4GaN vs. SiC vs. Si
• SiC will stay the preferred choice for high T° application
• GaN could possibly reach high-voltage values but thus will require bulk-GaN as the substrate.
• Silicon cannot compete at the high-frequency range
Figure-of-merit
2 Tc for GaN is given here for typical GaN-on-Si. It has been demonstrated that Tc of bulk GaN could reach 4 W/cm.°C
1 Electric field profile can also be controlled by the doping concentration
High T°applications
High Frequency switching
High voltageoperation
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5How SiC & GaN will capture market shares over incumbent silicon technologies
• IGBT is gaining shares in high voltage low-end solutions and low voltage high-end solutions, due to its price erosion. It is becoming a commodity. On the other side, SiC is to become the high-end solution in medium and high voltage. It is still uncertain where to position GaN on this graph.
1200V or more600V or less
Prod
uct r
ange
Voltage
IGBTThyristor
IGCT…
SiC
MOSFET
Triacs
Bipolar…
3.3kV and more200V
GaN GaN
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6Power Electronics2013 – 2020 value chain analysis: wafer, device, system
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7Power Electronics market metrics2006 – 2020 overall Power Electronics market size, split by family
It includes:
• Power discretes: MOSFET, rectifier, IGBT, Bipolar….
• Power modules: IGBT, diode or MOSFET modules, IPM
• Power IC: power management IC: mainly voltage regulators (POL) and drivers
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Power Module Market Revenue, Split by Applications8
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020Electric/Hybrid bus $5M $11M $15M $19M $22M $25M $26M $28M $30M $31M $33MMotors $475M $509M $491M $521M $567M $606M $653M $706M $759M $813M $867MUPS $228M $235M $225M $238M $247M $276M $289M $318M $348M $388M $432MRail $194M $198M $190M $205M $210M $215M $220M $231M $244M $256M $269MWind $85M $93M $107M $90M $98M $102M $107M $112M $117M $125M $137MEV/HEV $179M $249M $376M $516M $608M $706M $823M $1 029M $1 307M $1 689M $2 259MPV $274M $406M $468M $621M $732M $843M $956M $1 047M $1 250M $1 379M $1 553M
-
1 000
2 000
3 000
4 000
5 000
6 000
in M
$Power modules market, split by application
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WBG Possible applications in silicon power electronics9
WBG can displace Silicon in:
IT & Consumer Automotive Industry
PFC / Power supplies
Converter / Inverter
DC/DCConverter
DC/ACInverter Inverter
Electronic appliances& Computing UPS Hybrid automotive Motor controlP.V. Wind turbines
< 500 W 1 – 5 kW 30 – 350 kW 5 – 100kW5 – 50kW > 1MW
SiC & GaN possible applications SiC only
UPS
100kW1MW
Rail transport.
Power distribution
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10Power Range of the Targeted Applications
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020GaN modules - - - - $2M $14M $19M $35M $53M $78M $112MSiC modules $10M $18M $41M $61M $96M $150M $223M $302M $463M $598M $782MOthers (thyristors,…) $9M $9M $11M $14M $19M $22M $26M $30M $34M $38M $43MFET modules $154M $201M $206M $235M $259M $285M $309M $345M $384M $434M $489MIGBT modules $1 079M$1 289M$1 450M$1 738M$1 954M$2 146M$2 350M$2 618M$2 986M$3 408M$4 012M
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1 000
2 000
3 000
4 000
5 000
6 000
in M
$Power modules market, split by technology
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Wide BandGap(WBG): a path to CO2reduction…
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12Wide BandGap devices - SiC Device Application Time To Market
• SiC diodes today are already in production, mainly coupled with IGBT technology.
• Penetration of SiC in Wind turbines will happen later than expected. For all other segments, Yole Développement roadmaps have been confirmed. Use of SiC in industrial motor drives is still unclear.
2013 2014 2015 2016 2017 2018 2019
Industrial motor drives
UPS
Rail traction
Wind turbines
EV/HEV
PV inverters
Confirmed
Confirmed
Confirmed
Today
Diode Switch
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13Wide BandGap devices – GaN Device Application Time To Market Diode Switch
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Bill of Material (BoM) hypothesis14
• 60kW inverter
• Imax=180A. DC link=400V
• 3-leg Inverter: 12 diode chips + 12 transistor chips. Each are 650V/100Amp
Proposed AC drive topology including 400V DC bus and DC-AC 3-leg inverter. Transformer-less
• Hypothesis and inputs:
– Only power conversion parts and transformer are considered. Fuse, interface, screen, logic, buttons, memories,
multimedia, final housing are not analyzed here
– BoM is calculated as if an integrator is buying components off-the-shelf at market price
– All component prices, expect power devices, are eroding -3%/year
– Power device (Diode, transistors) market price is given in the reference table
– System + Reverse Engineering and Reverse Costing Estimation for commercial inverter
400V
Yole Développement Copyrights 2014 - Future trends in the compound semiconductor
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15GaN BoM comparison: Si vs. GaN vs. SiCexample: HEV 60 kW inverter
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Power packaging innovations:
Key developments for large WBG devicesadoption
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Ke
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Needs on power packaging development
• Even if wide bang gap semiconductors comes to a sufficient TRL level. Power packaging might be the bottleneck for wide adoption
• It is important to notice that market shares are not directly linked to when will the component be available but rather when will integrators be able to get benefits from these component is their systems
• Designing a totally new product with these new semiconductors will induced R&D expenses that has to be compensated by the added value at the system level (cost, size, operating condition, etc..) compare to regular Silicon solutions.
• To grab this added value, an integrator has to get full benefits from wide band gap devices with:• An increased operating frequency
• An increased operating temperature
• Latest developments in power packaging that enable low stray inductance package and reliability at high temperature fully impact future trends in the compound semiconductor
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Power module packaging evolution
• Power module with baseplate is the standard design (70 to 80% of available power modules). DBC (Direct Bond Copper) packaging is the most widespread packaging. These modules are complex and expensive.
• Common failure in a power module is caused by thermal cycling. Mismatching CTE (coefficient of thermal expansion) can make layers detach from one another. Some gel filling also cannot handle high temperatures
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The main stakes of SiC & GaN Power Modules Packaging
HeatsinkThermal grease
Substrate
SBD IGBT
Baseplate
DBC
Busbar connection
Solder
Copper metallization
Plastic case
Die attach
Interconnection
Gel filling
Substrate attach
In red: Common failure locations
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Power module packaging evolution19
Breakthrough and innovation
Die interconnection
DBC +
baseplateDie attach
Infineon .XT Lexus/Toyota modules:LS 600h
Prius 2010
Semikron Ag sintering
Semikron Skin
Di h
• GE power overlay• Delphi Viper• aPSI3D module
0111000
All applicable to Si, SiC and GaN
Includes coolingDanfoss
Shower power
duleaPSI mod
Improvements in packaging can be made in 3 different aspects:
• Die interconnection, which is searching for innovative wire bonding or no-wires connection for better lifetime and reliability
• Die attach, which uses new materials for better lifetime
• DBC+baseplate, which uses new materials and suppress layers for improved cooling and smaller size
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20Power module packaging evolutionCompetitor packaging technology - Trends in Power Module Packaging
Standard solutionsWidely used by all players
Alternative technosAt mass production and growing in market share
Potential breakthroughSmall series and R&D stage
Sn alloy
Cu/Sn Eutectic soldering
Al wire bonding
Al ribbon bonding
Copper wire bonding
Alloys soldering
Nano/Micro powder and film sintering
Ball bonding
Semikron skin
Micro powder Silver sintering
Materials: • Cu & AlCeramics:• Al2O3 & AlNProcesses:• Direct bonding & Brazing
Si3N4 ceramic
DBCA
New materialsCopper
INVAR®
Cu
AlCeramics
Al alloy
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21Power module packaging evolutionCompetitor packaging technology - Trends in Power Module Packaging
Standard solutionsWidely used by all players
Alternative technosAt mass production and growing in market share
Potential breakthroughSmall series and R&D stage
Thermal greasesThermal gelsElastomers…
Phase Change Materials
Infineon®
Chip on heatsink
Ceramic heatsink
Die
Silicone gelSilicone
PolyurethaneAcrylicEpoxy
…Parylene for high temperature apps
Ceramic heatsink (AlN or Al2O3)
Source: CeramTec
Baseplate + heatsinkAlSiC for long lifetime
Al2O3 for cost
Thermal exchange improvements:
Danfoss ShowerpowerDouble side coolingDBC to heatsink (no baseplate)Pin-fin baseplate
Micro-channel cooling
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22Power module packaging evolutionCompetitor packaging technology - Trends in Power Module Packaging
• Improved cooling• Higher integration• High freq. compatible
Toyota 2010• Standard packaging• Ribbon bonding• Direct substrate cooling
Mitsubishi 2010 • Epoxy packaging• Cu lead bonding• Direct substrate cooling
Delphi 2010• Single IGBT/diode packaging• Flip-chip soldering• Direct substrate cooling
Denso 2008/Lexus LS• Single IGBT/diode packaging• Flip-chip soldering• Double side cooling• Too expensive
3.0 mm
Bosch 2013• Molded package• Die on Leadframe• Thick Copper layer for thermal
spreading• Direct substrate cooling
Mitsubishi 2014• Six Pack IGBT/Diode Package• Cooling fin• Thick Copper layer for thermal
spreading• Direct substrate cooling
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Conclusion
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Yole Développement Copyrights 2014 - Future trends in the compound semiconductor
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• GaN and SiC are coming soon even if a bit later than expected but prospects are promising: There is room for each of the substrates (high voltage applications for SiC, low and medium voltage for GaN)
• These new devices require high performance modules to take all the benefit from their performance
• Power packaging is now a key field of investigation for improvement
• Continuous improvements are seen on all parts of modules: Die attach, interconnections, substrate, TIMs, etc…
• New power packaging solutions are proposed by module makers
24Conclusion