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High voltage power electronics market and technology trends
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High voltage power electronics market and technology trends
Market Research Report
- Product Code:YOL00125
- Publication Date:March 2010
- Publisher:Yole Développement
- Product Type: Report
- Pages:
High voltage power electronics market and technology trends Market Research Report
Market trends
The power electronics market is booming at all voltage ranges!
More importantly, power devices for application markets >1.7kV
like wind power converters, electricity transportation and distribution
(T&D), rail traction and ship & vessel propulsion correspond to
high added-value businesses.
It is sure that their total 2010 expected market size of $405
million (including power devices and power modules) is small compared
to lower voltage markets, but they remain very dynamic and offer the
potential of high margins.
These market developments are primarily driven by energy saving
considerations and green technology developments. They are actively
supported – e.g. electricity T&D – by several governments and
leading companies are working to improve their technology.
As such, IGBTs, thyristors (GTOs and IGCTs) and diodes will get
access to more and more technological improvements like transition to
8’’ wafer platforms and use of silicon carbide (SiC) materials among
others.
However, the long time period of order contracts, the low volume
production they imply and the issues to increase voltage to use
SiC-based components induce quite light competition between the
well-established players of those markets.
Market metrics
Total market for high power devices and modules (including IGBTs,
thyristors and diodes) was $390 million in 2009 and is expected to ramp
up to more than $570 million by 2015.
Rail traction will contribute more than 65% of this value because
of the high level of production it represents and the number of
inverter units per locomotive.
Electricity T&D will benefit from the strongest CAGR between
2010 and 2015: 11.1%. Indeed, we expect plenty of work to be realized
for HDVC transportation, and ABB to provide an important contribution
to HVDC light architecture by making IGBTs.
Wind turbine converters have not suffered so much from the 2009
crisis, and their growth is expected to be the second strongest, with
2010 – 2015 CAGR of more than 9%.
Finally, ship and vessel markets have been impacted unevenly in
2009. Military vessels have kept on growing – relatively to the long
time period of ship manufacturing – whereas passenger yachts acquired
for private use have drastically decreased. As a consequence, we
estimate the global IGBT module market for ships and vessels to resume
in 2013 and reach $26 million by 2015.
Report Highlights
Power electronics represent a daily challenge in several systems
today (photovoltaic inverters, hybrid electric and electric vehicles,
cameras, white goods,…) from a market point of view, but also from a
technology development aspect.
Plenty of companies are pushing R&D efforts hard in order to
provide the most cost-effective, efficient and reliable materials,
devices and systems. And some more “hidden” applications, like the
over-1.7kV segment described in this report benefit from those efforts.
The 4 following segments have been investigated in this report:
- Wind turbine converters,
- Electricity T&D,
- Rail traction,
- Ships and vessels.
Due to diversified utilization, low interest in pushing marketing
efforts and flatness of market revenue evolution, we have not described
industrial motor drive and UPS markets.
With deep understanding of these application markets, Yole Développement provides a detailed analysis for each of them on:
- The technical developments provided by the leading companies
- The architectures of inverter units
- Market data of macro market: wind turbine installed base, shipments of vessels and trains, and number of existing power installations for electricity T&D
- Market metrics of related power devices and modules: IGBTs, thyristors and diodes
- Market estimation of silicon wafers and SiC substrates penetration
- Deep understanding of the value chains
- Market shares of leading companies
Who should buy the report?
- Power device manufacturers
- Power module manufacturers
- Material and substrates makers
- Electricity suppliers and distributors
- System integrators
- Companies willing to enlarge business on low volume markets
- Financial & strategic investors
- R&D centers
Executive summary
Definition
IGBT module definition
Main manufacturing steps of IGBT-based power inverter modules
Comparison between GTO/IGCT/IGBT
Which device for which application?
Power vs. frequency
Market topology
Methodology of investigation
General introduction
Over-1.7kV application business and technology analysis:
Wind turbine converters
Electricity Transmission & Distribution
Main T&D company profiles
Rail Traction
Ships & Vessels
High voltage power electronics wafer market
SiC adoption
Thin wafer: the next step for lower voltage applications
Synthesis
Appendix
Overall IGBT market
European regulations in Power & EMC/EMI
