Comprehensive analysis report on the global market of silicon carbide MOSFETs

System Sep 15 2

The silicon carbide products launched by ChipNobo Co., Ltd. have been verified on RECOM Power's equipment and have been well received by customers.

 

一、Market share and product advantages of mainstream brands

 

Brand

Market share in 2025

Core product advantages

Technical characteristics

STMicroelectronics (ST)

32.60%

The automotive-grade module is leading and adapted to the 800V platform

CoolSiC technology, 70% lower switching loss than silicon-based IGBT, optimized avalanche robustness

Onsemi

23.60%

Low voltage automotive applications are prominent, and the fourth-generation trenched structure MOSFET is prominent

40% reduction in on-resistance, support for 750V power conversion modules, and 15% reduction in system cost

Infineon

16.50%

Excellent performance in high-frequency switching scenarios

1200V withstand voltage, fast switching (nanosecond level), FOM optimization of 70%, suitable for industrial motor drive

Wolfspeed

11.10%

The whole industry chain is vertically integrated, the fourth generation of technology

Simultaneously optimize on/switch losses, support 175°C junction temperature, and 75% yield on 8-inch wafers

ROHM

8%

Outstanding high temperature stability

The parasitic diode reverse recovery time is only 18ns, which is suitable for photovoltaic 1500V systems

 

 

二、Analysis of target market and customer groups

 

Applications

Customer groups

Demand characteristics

Represent product solutions

New energy vehicles

Tesla,
BYD,
NIO

800V platform compatible,
5% battery life improvement, 15-minute fast charging 80%

ST SCT040H65G3AG (650V/40A) for OBC, system cost reduced by $200/vehicle

Photovoltaic/energy storage

Sungrow Huawei
SMA

1500V system support, conversion efficiency > 99%, reducing LCOE

Wolfspeed C3M0075120K (1200V/72A) string inverter reduces inductance volume by 30%

Industrial power supply

Delta Emerson

High frequency (100kHz+), avalanche impact resistant, 175°C operation

Onsemi NVHL080N120SC1 (1200V/80A) servo drive reduces losses by 20%

Supercharged piles

Telephone Star Charging

350kW power output, V2G bidirectional function

Infineon FF6MR12W2M1_B11 (1200V/120A) module with 96% charging efficiency

 

 

三、Main product specifications and market applications

 

Voltage level

Representative model

Key parameters

Core application areas

650V

BASiC_B3M040065H

67A continuous current, 40mΩ on-resistance

Switching power supply, motor drive, welding machine, suitable for 300-1000Vdc charging module

1200V

Infineon CoolSiC™ IMZA120R040M1H

1200V withstand voltage, 175°C junction temperature

New energy vehicle inverter (OBC/DCDC), photovoltaic inverter (1500V system), efficiency >99%

Integrated modules

ST ACEPACK™ DRIVE 2

Full-bridge topology with integrated NTC sensor

The main drive system of electric vehicles has a 30% increase in power density and is adapted to the 800V fast charging architecture

 

 

四、New Growth Trend Forecast (2025-2030)

 

1、Market size expansion

  • The global SiC MOSFET market size will increase from US$59.6 million in 2025 to US$178 million in 2031 at a CAGR of 17.2%;

  • The penetration rate of new energy vehicles will exceed 35% in 2025, driving the SiC value of bicycles to US$1,500-2,000.
  •  

2、‌Direction of technology iteration

  • Mass production of 8-inch wafers: It will become mainstream in 2025, and the proportion of substrate costs will drop from 47% to less than 30%;

  • Fourth-generation devices: Wolfspeed/onsemi introduces trench grid structure with 15% FOM optimization.

  •  

3Application scenario extension

  • AI server power supply: 48V architecture demand drives 100kHz+ high-frequency SiC applications, with a CAGR of 11.3% after 2025;

  • Supercharging network: The penetration rate of SiC in 350kW fast charging piles will increase from 30% in 2024 to 65% in 2027.
  •  

4Accelerated localization

  • The proportion of production capacity of Chinese manufacturers will increase from 12% in 2025 to 30% in 2030, and the cost of B3M series will be 20% lower than that of the international market.

 

 

Welcome to inquire

info@chipnobo.com

WeChat:13903024099

 

 

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