The World Market for Power Semiconductors 2015 Edition

Transcription

1 IHS TECHNOLOGY Power Semiconductors World The World Market for Power Semiconductors 2015 Edition August 2015 ihs.com Victoria Fodale, Senior Analyst, victoria.fodale@ihs.com Richard Eden, Senior Analyst, richard.eden@ihs.com Michael Markides, Manager, michael.markides@ihs.com

2 Table of Contents Power Semi/ August 2015 EXECUTIVE SUMMARY 3 CHAPTER 1: INTRODUCTION, SCOPE AND METHODOLOGY 11 CHAPTER 2: MARKET DRIVERS AND INHIBITORS 25 CHAPTER 3: WORLD MARKET FOR DISCRETE POWER SEMICONDUCTORS 37 CHAPTER 4: WORLD MARKET FOR POWER MODULES 56 CHAPTER 5: COMPETITIVE ENVIRONMENT 73 EXCEL FILES 2

3 Power Semi/ August 2015 Chapter 1 - Introduction, scope and methodology 3

4 Power Semi/ August Introduction This is the 2015 edition of the IHS Technology annual report on the global market for power semiconductor discretes and power modules. This research is based on extensive primary data collection and interviews with a large number of power semiconductor suppliers. It analyses key trends for equipment that consumes power semiconductors. The primary objective of this research is to provide those interested in the world market for power semiconductors with detailed information on its present status and probable future development. The scope of this research includes: Merchant market (where a supplier sells to an external company) Captive market (where a supplier sells to a division of its own company) This report includes both discrete power semiconductors and power semiconductor modules. The term power semiconductor is defined as a device which contains one of the following: Rectifiers rated at 500mA (continuous current) and above Thyristors rated at 1A (continuous current) and above Power transistors rated at 1W (continuous ambient) and above 4

5 Power Semi/ August Product scope Discretes The table below defines the product categories included in power semiconductor discretes: Product category Rectifiers Definition Low power rectifiers Discrete rectifiers that are housed in the following broad package types only: Surface-mount Axial leaded / PCB through-hole (power in-line) Metal can Unpackaged die The low power rectifier market is further segmented into: Standard recovery (>750ns) Fast recovery ( ns) Ultrafast recovery (<100ns) Schottky (also called Schottky barrier diode) Wide band-gap Silicon Bridge rectifier Medium power rectifiers Discrete rectifiers that are housed in stud, press-fit, or other screw-mounted packages High power rectifiers Discrete rectifiers that are housed in hockey puck (disc, pressure contact, etc.) packages Alternator diodes Discrete rectifiers that are developed specifically for use in automotive alternator applications This category includes both press-fit and button types. 5

6 Power Semi/ August Product scope Discretes (continued) The table below defines the product categories included in power semiconductor discretes: Product category Thyristors Description Low power thyristors Housed in surface-mount, axial-leaded / PCB through-hole, metal can, and unpackaged die Medium power thyristors Housed in stud, press-fit, or other screw-mounted packages High power thyristors Discrete thyristors housed in hockey puck (disc, pressure contact, etc.) packages Bipolar power transistors Power MOSFETs Bipolar transistors with a power dissipation rating of 1W or more. Segmentation includes: Voltage ratings: 200V >200V All MOSFETs with a power dissipation rating of 1W or more. Segmentation includes: Voltage ratings: 40V 41V 100V 101V 200V 201V 400V >400V Junction type: N-channel P-channel Technology type: Superjunction Other 6

7 Power Semi/ August Product scope Discretes (continued) The table below defines the product categories included in power semiconductor discretes: Product category Protected MOSFETs Description MOSFETs with a power dissipation rating of 1W or more, which include protective circuitry such as overtemperature protection, transient voltage protection, or over-current protection; integrated into a single, standard power device package Discrete IGBTs Pressure-contact IGBTs All discrete insulated-gate bipolar transistors (IGBTs) with a power dissipation of 1W or more. Segmentation includes: Voltage ratings: 600V V >900V Package type: Packaged devices (SM or Leaded/Thru-hole) Unpackaged die for use in power modules Unpackaged die for use in hybrid and electric vehicles Unpackaged die for other OEM products (Also known as press-pack IGBTs) All discrete insulated-gate bipolar transistors (IGBTs) housed in device packaging free from wire and solder bonds, with a power dissipation of 1W or more 7

8 Power Semi/ August Product scope Power modules The table below defines the product categories included in power semiconductor modules: Product category Thyristor/Diode modules MOSFET modules Standard (non-integrated) IGBT modules Power integrated modules (PIM) and converter inverter brake (CIB) modules Intelligent power modules (IPM) Description Power modules containing thyristors and/or rectifiers. This category includes products in which rectifiers are combined in module packages to form a bridge rectifier. Segmentation includes: Voltage ratings: 1000V V >1800V Power modules that contain MOSFETs as the main power switching devices. Segmentation includes: Voltage ratings: 200V >200V Contain IGBTs as the main power switching device Contain multiple power circuitry in a single housing. For example, a 3-phase input rectifier bridge, a six-pack IGBT inverter and an IGBT brake. Combine power transistors, usually IGBTs, with control and protection circuitry in a single housing. <600V 600V 1200/1400V 1700V 2.5kV 3.3kV 4.5kV 6.5kV IGBT, PIM/CIB, and IPM modules are also segmented by current rating. 8

9 1.2 Application scope Discretes Power Semi/ August 2015 Applications and definitions for discrete power semiconductor include: Application Automotive Cellular handsets and infrastructure Other communications Consumer Computer and office equipment Description Vehicles, both for consumer use (e.g. cars and bikes) and commercial use (e.g. heavy goods vehicles, trucks, and specialist vehicles such as emergency vehicles, refuse collection, etc.). Applications within the sector include lights, displays & wiring systems, powertrain (e.g. emission systems, engine and gearbox control, injection systems), comfort/environment (e.g. climate control, seat/door/window lock, cruise control, noise control, active suspension), safety/security (e.g. air-bags, keyless entry, ABS), vehicle tracking systems, and infotainment systems (such as GPS navigation, car audio and visual entertainment systems specifically built for vehicles). Cellular handsets (terminals), their associated power adapters/ chargers, and cellular infrastructure (e.g. base stations). Includes backbone, access, and customer premises equipment (CPE). For example: switching equipment, facsimile equipment, data & text terminal equipment, transmission equipment, telephone equipment, telephones, answering machines, intercoms, radio-pagers, LAN equipment (e.g. FDDI, Ethernet), WAN equipment (e.g. X25, pagers), external modems (for network access), video-conferencing, and xdsl equipment, ISDN network equipment. Gaming consoles, televisions (including CRT, plasma and LCD TV), set-top boxes, CD and DVD players and recorders (including HDD and PVRs), digital cameras, camcorders, home audio equipment, portable audio and video players, stereo and surround sound home cinema audio systems, personal digital assistants (PDAs), and major home appliances (e.g. washing machines/dryers, dishwashers, home air-conditioning units, ovens, fans, food processors, refrigerators, ovens and vacuum cleaners), shavers and electric toothbrushes, and other consumer electronics. PCs (desktops, notebooks, and tablets), servers, workstations and mainframes, voice recognition systems, keyboards, modems (including fax and cable modems), hard disk drives, PC-cards (i.e. PCMCIA cards) and add-in cards (e.g. xdsl cards, network cards, RAID cards, sound cards and graphics cards), photocopiers, dictation equipment, electronic typewriters, multi-function peripherals (MFPs), printers, plotters, scanners, and desktop monitors. 9

10 1.2 Application scope Discretes (continued) Power Semi/ August 2015 Definitions of application categories for discrete power semiconductor include: Application Industrial Renewable energy Medical Lighting Transportation (Traction) Description Industrial power supplies (and those power supplies not used within one of the other equipment sectors analyzed), control & instrumentation equipment (e.g. elevators, traffic control), point-of-sale equipment, ATM machines, utility meters, motion sensors, vending machines, card readers, cash registers, oscilloscopes, signal generators, logic analyses, broadcast equipment, test & measuring instruments, automatic test equipment (ATE), factory automation equipment (e.g. robotics and process and discrete control equipment), safety equipment (e.g. fire control and security systems), environmental systems (e.g. HVAC and heating controls), military & aerospace (e.g. commercial radar/sonar equipment, aircraft flight systems, aircraft simulation & training, navigational aids, transmitters, receivers and transceivers, missiles/weaponry, military & commercial aircraft, space, military satellites, and general military equipment), power transmission and distribution, and commercial/industrial 3D printers. Solar (PV), wind turbine, wave, flywheel and other energy harvesting systems. X-ray and ultrasound equipment, radiation equipment, electrocardiographs, hearing aids, medical analyzers, pacemakers, therapeutic apparatus, diagnostic apparatus and all other medical electronics equipment. Lighting ballasts for domestic fluorescent lamps, and commercial fluorescent lighting, lighting switches, and dimmers (including CFLs). Locomotives, carriages and their auxiliary systems, railway signaling equipment and track controls (e.g. points), ships, trams, subway buses, metros, coaches, fork lift trucks, golf carts, and vehicles for the disabled. 10

11 1.2 Application scope Power modules Power Semi/ August 2015 Definitions of application categories for discrete power modules include: Application Industrial motor drives Induction heating and welding Grid infrastructure Consumer Power supplies Traction Cars and light trucks Other battery-driven vehicle systems Description Motor drives used to control AC induction motors, AC servo motors, DC brushed and brushless motors and stepper motors. Note that motor drives used in home appliances are allocated to the Consumer sector. Induction heating equipment used for heat treating, heat forming and metal melting; plus industrial grade welding equipment such as electric arc, electric resistance, and laser based welders. All mains electric power transmission and distribution systems from generation (coal-, oil-, and natural gas-fired and nuclear power stations, hydro-electric, wind farm, solar farm, etc.) to point of use, including high-voltage directcurrent (HVDC) systems and electric- vehicle battery charging infrastructure. Also includes energy storage systems (ESS). Includes all consumer equipment. Specifically, it includes major home appliances such as washing machines, consumer air-conditioning units (e.g. room air conditioners), ovens, dishwashers, refrigerators and freezers. Includes all switched-mode and linear power supplies. Full custom, standard and modified standard power supplies are included. In addition, both static and rotary uninterruptible power supplies (UPS) are included. As for discrete power semiconductors, if an end-equipment manufacturer does not purchase a power supply from a specialist third party, but instead manufacturers it, module sales are allocated to the final end-equipment sector. Includes end-equipment and applications such as locomotives, carriages, rolling stock and auxiliary systems, railway signaling equipment and track controls, ships, trams, subway trains and trolleybuses. This category does not include aerospace, which is included under other applications. It also does not include hybrid and electric motor vehicles which are included under Cars & Light Trucks. Includes all road-going cars and light vehicles having an electric drive and/or vehicles with electrics replacing hydraulics. Includes all other vehicle types not included in 'traction' and 'car & light trucks' (e.g. construction vehicles, agricultural vehicles, forklift trucks, golf carts, vehicles for the disabled, electric bicycles, etc.), and having an electric drive and/or vehicles with electrics replacing hydraulics. 11

12 1.2 Application scope Power modules (continued) Power Semi/ August 2015 Definitions of application categories for discrete power modules include: Application Wind and other renewable energy Solar energy Other applications Description Includes power generation in a diverse range of sustainable energy supply equipment excluding solar/pv systems, including wind turbines, hydroelectric, wave power, flywheel, geothermal and all other renewable energy harvesting systems. Includes all solar energy harvesting systems including photovoltaic panels and inverters, including microinverters. Includes all end-equipment used in manufacturing, mining and utility infrastructure not described elsewhere. Examples include factory automation, test & measurement equipment, transformers, switchgear, commercial heating, ventilation and air-conditioning equipment, and military equipment. 12

13 1.2 Geographical scope Power Semi/ August 2015 For each product type, the market is segmented into five geographic regions. Countries included in each region are as follows: Regions EMEA Countries Western Europe: Austria, Belgium, France, Germany, Italy, Luxembourg, Spain, Switzerland, The Netherlands, The Nordic Countries, United Kingdom and Ireland. Eastern Europe: Russia/CIS, Albania, Belarus, Bosnia-Herzegovina, Bulgaria, Czech Republic, Georgia, Hungary, Macedonia, Poland, Romania, Moldova, Slovakia, Slovenia, Croatia, Serbia and Montenegro, Estonia, Latvia, Lithuania and Ukraine. Middle East (including Egypt and Turkey) and all African countries. The Americas United States, Canada, Mexico & Central America, and South America. Japan China Rest of Asia Mainland China (PRC), Hong Kong, Taiwan (ROC). Australia, Cambodia, India, Indonesia, Laos, Malaysia, Myanmar, New Zealand, Pakistan, Philippines, Singapore, South Korea, Thailand, Vietnam and all other countries in Asia Pacific excluding China, Hong Kong and Taiwan. 13

14 1.3 Research methodology Power Semi/ August 2015 Base-year data analysis For this report, 2014 was used as the base year. Major discrete power semiconductor and module manufacturers provided revenue and unit shipment data for 2014 to IHS. This data was analyzed to calculate the size of the market. Once the base-year data and estimates for 2014 were established, growth rates were applied to generate market forecasts for the years 2015 to Forecast method The forecasts presented in this report have been derived by carefully considering the key end-equipment that drives growth for each power semiconductor product category. Shipment growth for equipment was acquired from various sources, including other IHS Technology research and third-party data. In addition to the end-equipment shipment growth rates, other factors were considered, such as changes in the component count for a particular application, changes to circuit topology, replacement of power components by other semiconductors, and changes in average selling price. Limitations The forecasts presented in this report are intended to give an indication of growth rates in the medium and long term across business cycles. As a result, significant variations in growth predictions may occur in the short term. The forecast method is intended to give reasonable accuracy over the full forecast period. 14

15 1.3 Research methodology (continued) Power Semi / August 2015 Data collection Methods and sources This report was compiled between January 2015 and August Sources of information include: Interviews with key manufacturer personnel Questionnaires completed by key market suppliers Company annual reports and registered accounts Business and financial press Manufacturer brochures, data books and other technical literature Other IHS reports Publications by professional industry and market associations International organizations such as the United Nations and its affiliate organizations, International Monetary Fund, Organization for Economic Cooperation & Development Individual country government websites and statistical agencies 15

16 Power Semi/ August Exchange rates Data for this report was collected in local currencies where possible. Most companies reported in US Dollars, Euros, or Japanese Yen. All regions were analyzed in dollar revenues throughout. The rates used in the production of this report are listed below. Note that statistics for 2010, 2011, and 2012 use an average exchange rate for the year. Statistics for 2015 to 2019 are in constant dollars, at the 2014 dollar rate. Country Symbol Canadian Dollar CAD Chinese Yuan Renminbi CNY Euro EUR Hong Kong Dollar HKD Indian Rupee INR Japanese Yen JPY South Korean Won KRW Swedish Kronor SKR Swiss Franc CHF Taiwan Dollar TWD UK Pound GBP US Dollar USD %Change 7.25% -0.04% 0.08% -0.03% 4.17% 8.36% -3.84% 5.14% -1.24% 2.04% -4.86% 0.00% Source: Global Insights 16

17 Power Semi/ August 2015 Executive summary 17

18 Global summary total market Power Semi / August 2015 Table Sample.1 - The World Market for Power Semiconductors (Discretes and Power Modules) (Millions of US Dollars) Historic Base Year Forecast 2012r 2013r Discretes EMEA 3, , , , , , , , % Americas 3, , , , , , , , % China 3, , , , , , , , % Rest of Asia 3, , , , , , , , % Japan 3, , , , , , , , % World 15, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% Modules EMEA 3, , , , , , , , % Americas 3, , , , , , , , % China 3, , , , , , , , % Rest of Asia 3, , , , , , , , % Japan 3, , , , , , , , % World 15, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% Total EMEA 6, , , , , , , , % Americas 6, , , , , , , , % China 6, , , , , , , , % Rest of Asia 6, , , , , , , , % Japan 6, , , , , , , , % World 30, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% CAGR r revised since 2014 report Source: IHS 18

19 Power Semi/ August 2015 Chapter 3 - World Market for Discrete Power Semiconductors 19

20 Discrete power semiconductors by type Power Semi / August

21 Discrete power semiconductors by geographical region ($m Revenue) Power Semi / August 2015 Table The 2014 World Market for Discrete Power Semiconductors By Geographic Region (Millions of US Dollars) Region Rectifiers Thyristors EMEA GTOs, IGCTs & GCTs Bipolar Pow er Transistors MOSFETs Protected MOSFETs Discrete IGBTs Pressure Contact IGBTs W Europe 1, , , , , , , , ,000.0 E Europe 1, , , , , , , , ,000.0 Middle East 1, , , , , , , , ,000.0 Africa 1, , , , , , , , ,000.0 Region Total 1, , , , , , , , ,000.0 Americas US & Canada 1, , , , , , , , ,000.0 S & C America 1, , , , , , , , ,000.0 Region Total 1, , , , , , , , ,000.0 China China (PRC, HK) 1, , , , , , , , ,000.0 Taiw an 1, , , , , , , , ,000.0 Region Total 1, , , , , , , , ,000.0 Rest of Asia Korea 1, , , , , , , , ,000.0 India 1, , , , , , , , ,000.0 Rest of Region 1, , , , , , , , ,000.0 Region Total 1, , , , , , , , ,000.0 Japan Region Total 1, , , , , , , , ,000.0 Total Total 1, , , , , , , , ,000.0 Source: IHS 21

22 Discrete power semiconductors by geographical region (% share of region) Power Semi / August 2015 Table The 2014 World Market for Discrete Power Semiconductors By Geographic Region (% Market Share of Major Region) Region Rectifiers Thyristors EMEA GTOs, IGCTs & GCTs Bipolar Pow er Transistors MOSFETs Protected MOSFETs Discrete IGBTs Pressure Contact IGBTs Western Europe 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Eastern Europe 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Middle East 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Africa 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% % of World Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Americas US & Canada 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% S & C America 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% % of World Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% China China (PRC, HK) 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Taiw an 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% % of World Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Rest of Asia Korea 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% India 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Rest of Region 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% % of World Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Japan % of World Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% World % of World Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Total Source: IHS 22

23 Power Semi / August 2015 Rectifiers by application sector Table The World Market for Rectifiers (Excluding Alternator Diodes) By Application Sector (Millions of US Dollars) 2012r 2013r CAGR Automotive EMEA % Cellular Handsets & Infrastructure Americas % China % Rest of Asia % Japan % World 1, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% EMEA % Americas % China % Rest of Asia % Japan % World 1, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Other Communications EMEA % Americas % China % Rest of Asia % Japan % World 1, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Consumer EMEA % Americas % China % 23

24 Rectifiers by type Power Semi / August 2015 Table The World Market for Power Rectifiers By Rectifier Type (Millions of US Dollars) Historic Base Year Forecast Low Pow er (Axial Leaded, SMD & Thru Hole) Medium Pow er (Stud Types Only) High Pow er (Hockey Puck Types Only) 2012r 2013r EMEA % Americas % China % Rest of Asia % Japan % World 1, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% EMEA % Americas % China % Rest of Asia % Japan % World 1, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% EMEA % Americas % China % Rest of Asia % Japan % World 1, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Alternator Diodes EMEA % Americas % China % Rest of Asia % Japan % World 1, , , , , , , , % 24 CAGR 14-19

25 Power Semi/ August 2015 Chapter 4 World Market For Power Semiconductor Modules 25

26 Power semiconductor modules by type Power Semi / August

27 IGBT-based power modules by application sector Power Semi / August 2015 Table The World Market for IGBT-based Modules By Application Sector (Millions of US Dollars) Industrial Motor Drives Induction Heating & Welding 2012r 2013r CAGR EMEA 1, , , , , , , , % Americas 1, , , , , , , , % China 1, , , , , , , , % Rest of Asia 1, , , , , , , , % Japan 1, , , , , , , , % World 7, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% EMEA 1, , , , , , , , % Americas 1, , , , , , , , % China 1, , , , , , , , % Rest of Asia 1, , , , , , , , % Japan 1, , , , , , , , % World 7, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Grid Infrastructure EMEA 1, , , , , , , , % Americas 1, , , , , , , , % China 1, , , , , , , , % Rest of Asia 1, , , , , , , , % Japan 1, , , , , , , , % World 7, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Consumer EMEA 1, , , , , , , , % Americas 1, , , , , , , , % China 1, , , , , , , , % 27

28 IGBT-based power modules by voltage rating Power Semi / August 2015 Table The World Market for All IGBT-based Modules By Voltage Rating (Millions of US Dollars) Historic Base Year Forecast 2012r 2013r <600V EMEA 1, , , , , , , , % Americas 1, , , , , , , , % China 1, , , , , , , , % Rest of Asia 1, , , , , , , , % Japan 1, , , , , , , , % World 7, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 600V EMEA 1, , , , , , , , % Americas 1, , , , , , , , % China 1, , , , , , , , % Rest of Asia 1, , , , , , , , % Japan 1, , , , , , , , % World 7, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 1200V /1400V EMEA 1, , , , , , , , % Americas 1, , , , , , , , % China 1, , , , , , , , % Rest of Asia 1, , , , , , , , % Japan 1, , , , , , , , % World 7, , , , , , , , % Annual Grow th 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% % of Total 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 1700V EMEA 1, , , , , , , , % Americas 1, , , , , , , , % China 1, , , , , , , , % Rest of Asia 1, , , , , , , , % Japan 1, , , , , , , , % 28 CAGR 14-19

29 Power Semi/ August 2015 Chapter 5 Competitive Environment 29

30 Power Semi / August Market share estimates Power discrete market Table Sample.6 - World Power Semiconductor Supplier Market Share Estimates (% Revenues) 2014 Rank Manufacturer 2013r share 2014 share Change 1 Company % 10.0% 0.0% 2 Company % 10.0% 0.0% 3 Company % 10.0% 0.0% 4 Company % 10.0% 0.0% 5 Company % 10.0% 0.0% 6 Company % 10.0% 0.0% 7 Company % 10.0% 0.0% 8 Company % 10.0% 0.0% 9 Company % 10.0% 0.0% 10 Company % 10.0% 0.0% 11 Company % 10.0% 0.0% 12 Company % 10.0% 0.0% 13 Company % 10.0% 0.0% 14 Company % 10.0% 0.0% 15 Company % 10.0% 0.0% =15 Company % 10.0% 0.0% 17 Company % 10.0% 0.0% 18 Company % 10.0% 0.0% 19 Company % 10.0% 0.0% Notes Others 10.0% 10.0% 0.0% Total Market Size = $20,000.0 m $20,000.0 m 0.0% r= revised since 2014 edition Source: IHS 30

31 List of Excel file tables & figures Power Semi / August 2015 power-semiconductor-discretes-and-modules-2015-forecast-and-output-tables ES.1 The World Market for Power Semiconductors (Discretes and Power Modules) (Millions of US Dollars) ES.2 The World Market for Power Semiconductors By Discretes and Power Modules (Units Shipped - MU) ES.3 Power Semiconductor Average Selling Prices (US Dollars) ES.4 The World Market for Discrete Power Semiconductors By Application Sector (Millions of US Dollars) ES.5 The World Market for Power Semiconductor Modules By Application Sector (Millions of US Dollars) ES.6 World Market Share Estimates for Suppliers of Power Semiconductors (% Revenues) ES.7 World Market Share Estimates for Suppliers of Discrete Power Semiconductors (% Revenues) ES.8 World Market Share Estimates for Suppliers of Power Modules (% Revenues) 1.1 Exchange Rates Used 3.1 The World Market for Discrete Power Semiconductors By Product Type (Millions of US Dollars) 3.2 The World Market for Discrete Power Semiconductors By Product Type (Units Shipped - MU) 3.3 Discrete Power Semiconductor Average Selling Prices (US Dollars) 3.4 The World Market for Discrete Power Semiconductors By Application Sector (Millions of US Dollars) 3.5 The 2014 World Market for Discrete Power Semiconductors By Geographic Region (Millions of US Dollars) 3.6 The 2014 World Market for Discrete Power Semiconductors By Geographic Region (% Market Share of Major Region) 3.7 The World Market for Rectifiers (Excluding Alternator Diodes) By Application Sector (Millions of US Dollars) 31

32 List of Excel file tables & figures (continued) Power Semi / August The World Market for Power Rectifiers By Rectifier Type (Millions of US Dollars) 3.9 The World Market for Low Power Rectifiers By Rectifier Type (Millions of US Dollars) 3.10 The World Market for Low Power Rectifiers By Package Type (Millions of US Dollars) 3.11 The World Market for Wide Band-gap Material (SiC or GaN) and Silicon Schottky Diodes (Millions of US Dollars) 3.12 The World Market for Thyristors By Application Sector (Millions of US Dollars) 3.13 The World Market for Thyristors By Thyristor Type (Millions of US Dollars) 3.14 The World Market for GTOs, IGCTs & GCTs By Application Sector (Millions of US Dollars) 3.15 The World Market for Bipolar Power Transistors By Application Sector (Millions of US Dollars) 3.16 The World Market for Bipolar Power Transistors By Voltage Rating (Millions of US Dollars) 3.17 The World Market for Standard Power MOSFETs By Application Sector (Millions of US Dollars) 3.18 The World Market for Standard Power MOSFETs By Voltage Rating (Millions of US Dollars) 3.19 The World Market for Standard Power MOSFETs By Junction Type (Millions of US Dollars) 3.20 The World Market for Standard Power MOSFETs By Technology Type (Millions of US Dollars) 3.21 The World Market for Wide Band-gap (SiC or GaN) Transistors and Silicon Power MOSFETs (Millions of US Dollars) 3.22 The World Market for Protected MOSFETs By Application Sector (Millions of US Dollars) 3.23 The World Market for Discrete IGBTs By Application Sector (Millions of US Dollars) 3.24 The World Market for Discrete IGBTs By Voltage Rating (Millions of US Dollars) 32

33 List of Excel file tables & figures (continued) Power Semi / August The World Market for Discrete IGBTs By Package Type (Millions of US Dollars) 3.26 The World Market for Pressure Contact IGBTs By Application Sector (Millions of US Dollars) 3.27 The World Market for Discrete Power Semiconductors in Automotive (Millions of US Dollars) 3.28 The World Market for Discrete Power Semiconductors in Cellular Handsets & Infrastructure (Millions of US Dollars) 3.29 The World Market for Discrete Power Semiconductors in Other Communications (Millions of US Dollars) 3.30 The World Market for Discrete Power Semiconductors in Consumer (Millions of US Dollars) 3.31 The World Market for Discrete Power Semiconductors in Computer & Office Equipment (Millions of US Dollars) 3.32 The World Market for Discrete Power Semiconductors in Industrial (Millions of US Dollars) 3.33 The World Market for Discrete Power Semiconductors in Renewable Energy (Millions of US Dollars) 3.34 The World Market for Discrete Power Semiconductors in Medical (Millions of US Dollars) 3.35 The World Market for Discrete Power Semiconductors in Lighting (Millions of US Dollars) 3.36 The World Market for Discrete Power Semiconductors in Transportation (Traction) (Millions of US Dollars) 3.37 Variance Between 2015 and 2014 for Discrete Power Semiconductors By Product Type 2015 vs Report Editions - Revenues ($m) 3.38 Variance Between 2015 and 2014 for Discrete Power Semiconductors By Application Sector 2015 vs Report Editions - Revenues ($m) 4.1 The World Market for Power Semiconductor Modules By Module Type (Millions of US Dollars) 4.2 The World Market for Power Semiconductor Modules By Module Type (Units Shipped - MU) 33

34 List of Excel file tables & figures (continued) Power Semi / August Power Semiconductor Module Average Selling Prices (US Dollars) 4.4 The World Market for Power Semiconductor Modules By Application Sector (Millions of US Dollars) 4.5 The 2014 World Market for Power Semiconductor Modules By Geographic Region (Millions of US Dollars) 4.6 The 2014 World Market for Power Semiconductor Modules By Geographic Region (% Market Share of Major Region) 4.7 The World Market for Thyristor/Diode Modules By Application Sector (Millions of US Dollars) 4.8 The World Market for Thyristor/Diode Modules By Voltage Rating (Millions of US Dollars) 4.9 The World Market for MOSFET Modules By Application Sector (Millions of US Dollars) 4.10 The World Market for MOSFET Modules By Voltage Rating (Millions of US Dollars) 4.11 The World Market for Standard (Non-Integrated) IGBT Modules By Application Sector (Millions of US Dollars) 4.12 The World Market for Power Integrated (PIM/CIB) IGBT Modules By Application Sector (Millions of US Dollars) 4.13 The World Market for Intelligent Power Modules (IPM) By Application Sector (Millions of US Dollars) 4.14 The World Market for IGBT-based Modules By Application Sector (Millions of US Dollars) 4.15 The World Market for Standard (Non-Integrated) IGBT Modules By Voltage Rating (Millions of US Dollars) 4.16 The World Market for Power Integrated (PIM/CIB) IGBT Modules By Voltage Rating (Millions of US Dollars) 4.17 The World Market for Intelligent Power Modules (IPM) By Voltage Rating (Millions of US Dollars) 4.18 The World Market for All IGBT-based Modules By Voltage Rating (Millions of US Dollars) 4.19 The World Market for Standard (Non-Integrated) IGBT Modules By Current Rating (Millions of US Dollars) 34

35 List of Excel file tables & figures (continued) Power Semi / August The World Market for Power Integrated (PIM/CIB) IGBT Modules By Current Rating (Millions of US Dollars) 4.21 The World Market for Intelligent Power Modules (IPM) By Current Rating (Millions of US Dollars) 4.22 The World Market for All IGBT-based Modules By Current Rating (Millions of US Dollars) 4.23 The World Market for Wide Band-gap (SiC or GaN) and Silicon Power Modules (Millions of US Dollars) 4.24 The World Market for Power Modules in Industrial Motor Drives (Millions of US Dollars) 4.25 The World Market for Power Modules in Induction Heating & Welding (Millions of US Dollars) 4.26 The World Market for Power Modules in Grid Infrastructure (Millions of US Dollars) 4.27 The World Market for Power Modules in Consumer (Millions of US Dollars) 4.28 The World Market for Power Modules in Power Supplies (Millions of US Dollars) 4.29 The World Market for Power Modules in Traction (Millions of US Dollars) 4.30 The World Market for Power Modules in Car & Light Trucks (Millions of US Dollars) 4.31 The World Market for Power Modules in Other Battery-Powered Vehicle Systems (Millions of US Dollars) 4.32 The World Market for Power Modules in Wind & Other Renewable Energy (Millions of US Dollars) 4.33 The World Market for Power Modules in Solar Energy (Millions of US Dollars) 4.34 The World Market for Power Modules in Other Applications (Millions of US Dollars) 4.35 Variance Between 2015 and 2014 for Power Semiconductor Modules By Module Type 2015 vs Report Editions - Revenues ($m) 35

36 List of Excel file tables & figures (continued) Power Semi / August Variance Between 2015 and 2014 for Power Semiconductor Modules By Application Sector 2015 vs Report Editions - Revenues ($m) 4.37 The World Market for Power Stacks By Region (Millions of US Dollars) 4.38 The World Market for Power Stacks By Application Sector (Millions of US Dollars) power-semiconductor-discretes-and-modules-2015-market-share-tables 5.1 World Power Semiconductor Supplier Market Share Estimates 5.2 EMEA Power Semiconductor Supplier Market Share Estimates 5.3 Americas Power Semiconductor Supplier Market Share Estimates 5.4 China Power Semiconductor Supplier Market Share Estimates 5.5 Rest of Asia Power Semiconductor Supplier Market Share Estimates 5.6 Japan Power Semiconductor Supplier Market Share Estimates 5.7 World Discrete Power Semiconductor Supplier Market Share Estimates 5.8 EMEA Discrete Power Semiconductor Supplier Market Share Estimates 5.9 Americas Discrete Power Semiconductor Supplier Market Share Estimates 5.10 China Discrete Power Semiconductor Supplier Market Share Estimates 5.11 Rest of Asia Discrete Power Semiconductor Supplier Market Share Estimates 5.12 Japan Discrete Power Semiconductor Supplier Market Share Estimates 36

37 List of Excel file tables & figures (continued) Power Semi / August World Power Rectifier Supplier Market Share Estimates 5.14 EMEA Power Rectifier Supplier Market Share Estimates 5.15 Americas Power Rectifier Supplier Market Share Estimates 5.16 China Power Rectifier Supplier Market Share Estimates 5.17 Rest of Asia Power Rectifier Supplier Market Share Estimates 5.18 Japan Power Rectifier Supplier Market Share Estimates 5.19 World Low & Medium Power Rectifier Supplier Market Share Estimates 5.20 EMEA Low & Medium Power Rectifier Supplier Market Share Estimates 5.21 Americas Low & Medium Power Rectifier Supplier Market Share Estimates 5.22 China Low & Medium Power Rectifier Supplier Market Share Estimates 5.23 Rest of Asia Low & Medium Power Rectifier Supplier Market Share Estimates 5.24 Japan Low & Medium Power Rectifier Supplier Market Share Estimates 5.25 World High Power Rectifier Supplier Market Share Estimates 5.26 World Alternator Diode Supplier Market Share Estimates 5.27 EMEA Alternator Diode Supplier Market Share Estimates 5.28 Americas Alternator Diode Supplier Market Share Estimates 5.29 China Alternator Diode Supplier Market Share Estimates 5.30 Rest of Asia Alternator Diode Supplier Market Share Estimates 37

38 List of Excel file tables & figures (continued) Power Semi / August Japan Alternator Diode Supplier Market Share Estimates 5.32 World Power Thyristor Supplier Market Share Estimates 5.33 EMEA Power Thyristor Supplier Market Share Estimates 5.34 Americas Power Thyristor Supplier Market Share Estimates 5.35 China Power Thyristor Supplier Market Share Estimates 5.36 Rest of Asia Power Thyristor Supplier Market Share Estimates 5.37 Japan Power Thyristor Supplier Market Share Estimates 5.38 World Low & Medium Power Thyristor Supplier Market Share Estimates 5.39 EMEA Low & Medium Power Thyristor Supplier Market Share Estimates 5.40 Americas Low & Medium Power Thyristor Supplier Market Share Estimates 5.41 China Low & Medium Power Thyristor Supplier Market Share Estimates 5.42 Rest of Asia Low & Medium Power Thyristor Supplier Market Share Estimates 5.43 Japan Low & Medium Power Thyristor Supplier Market Share Estimates 5.44 World High Power Thyristor Supplier Market Share Estimates 5.45 World GTO, GCT & IGCT Supplier Market Share Estimates 5.46 World Total Transistor Supplier Market Share Estimates 5.47 EMEA Total Transistor Supplier Market Share Estimates 5.48 Americas Total Transistor Supplier Market Share Estimates 38

39 List of Excel file tables & figures (continued) Power Semi / August China Total Transistor Supplier Market Share Estimates 5.50 Rest of Asia Total Transistor Supplier Market Share Estimates 5.51 Japan Total Transistor Supplier Market Share Estimates 5.52 World Discrete Bipolar Transistor Supplier Market Share Estimates 5.53 EMEA Discrete Bipolar Transistor Supplier Market Share Estimates 5.54 Americas Discrete Bipolar Transistor Supplier Market Share Estimates 5.55 China Discrete Bipolar Transistor Supplier Market Share Estimates 5.56 Rest of Asia Discrete Bipolar Transistor Supplier Market Share Estimates 5.57 Japan Discrete Bipolar Transistor Supplier Market Share Estimates 5.58 World Standard MOSFET Supplier Market Share Estimates 5.59 EMEA Standard MOSFET Supplier Market Share Estimates 5.60 Americas Standard MOSFET Supplier Market Share Estimates 5.61 China Standard MOSFET Supplier Market Share Estimates 5.62 Rest of Asia Standard MOSFET Supplier Market Share Estimates 5.63 Japan Standard MOSFET Supplier Market Share Estimates 5.64 World Protected MOSFET Supplier Market Share Estimates 5.65 EMEA Protected MOSFET Supplier Market Share Estimates 5.66 Americas Protected MOSFET Supplier Market Share Estimates 39

40 List of Excel file tables & figures (continued) Power Semi / August China Protected MOSFET Supplier Market Share Estimates 5.68 Rest of Asia Protected MOSFET Supplier Market Share Estimates 5.69 Japan Protected MOSFET Supplier Market Share Estimates 5.70 World Discrete IGBT Supplier Market Share Estimates 5.71 EMEA Discrete IGBT Supplier Market Share Estimates 5.72 Americas Discrete IGBT Supplier Market Share Estimates 5.73 China Discrete IGBT Supplier Market Share Estimates 5.74 Rest of Asia Discrete IGBT Supplier Market Share Estimates 5.75 Japan Discrete IGBT Supplier Market Share Estimates 5.76 World Power Module Supplier Market Share Estimates 5.77 EMEA Power Module Supplier Market Share Estimates 5.78 Americas Power Module Supplier Market Share Estimates 5.79 China Power Module Supplier Market Share Estimates 5.80 Rest of Asia Power Module Supplier Market Share Estimates 5.81 Japan Power Module Supplier Market Share Estimates 5.82 World Thyristor/Diode Module Supplier Market Share Estimates 5.83 EMEA Thyristor/Diode Module Supplier Market Share Estimates 5.84 Americas Thyristor/Diode Module Supplier Market Share Estimates 40

41 List of Excel file tables & figures (continued) Power Semi / August China Thyristor/Diode Module Supplier Market Share Estimates 5.86 Rest of Asia Thyristor/Diode Module Supplier Market Share Estimates 5.87 Japan Thyristor/Diode Module Supplier Market Share Estimates 5.88 World MOSFET Module Supplier Market Share Estimates 5.89 World Total IGBT-based Module Supplier Market Share Estimates 5.90 EMEA Total IGBT-based Module Supplier Market Share Estimates 5.91 Americas Total IGBT-based Module Supplier Market Share Estimates 5.92 China Total IGBT-based Module Supplier Market Share Estimates 5.93 Rest of Asia Total IGBT-based Module Supplier Market Share Estimates 5.94 Japan Total IGBT-based Module Supplier Market Share Estimates 5.95 World Standard IGBT Module Supplier Market Share Estimates 5.96 EMEA Standard IGBT Module Supplier Market Share Estimates 5.97 Americas Standard IGBT Module Supplier Market Share Estimates 5.98 China Standard IGBT Module Supplier Market Share Estimates 5.99 Rest of Asia Standard IGBT Module Supplier Market Share Estimates Japan Standard IGBT Module Supplier Market Share Estimates World CIB / PIM Module Supplier Market Share Estimates EMEA CIB / PIM Module Supplier Market Share Estimates 41

42 List of Excel file tables & figures (continued) Power Semi / August Americas CIB / PIM Module Supplier Market Share Estimates China CIB / PIM Module Supplier Market Share Estimates Rest of Asia CIB / PIM Module Supplier Market Share Estimates Japan CIB / PIM Module Supplier Market Share Estimates World IPM Supplier Market Share Estimates EMEA IPM Supplier Market Share Estimates Americas IPM Supplier Market Share Estimates China IPM Supplier Market Share Estimates Rest of Asia IPM Supplier Market Share Estimates Japan IPM Supplier Market Share Estimates 42

43 IHS Customer Care: Americas: IHS CARE ( ); Europe, Middle East, and Africa: +44 (0) ; Asia and the Pacific Rim: ; IHS TM COPYRIGHT NOTICE AND DISCLAIMER. For internal use of IHS clients only. No portion of this report may be reproduced, reused, or otherwise distributed in any form without prior written consent, with the exception of any internal client distribution as may be permitted in the license agreement between client and IHS. Content reproduced or redistributed with IHS permission must display IHS legal notices and attributions of authorship. The information contained herein is from sources considered reliable, but its accuracy and completeness are not warranted, nor are the opinions and analyses that are based upon it, and to the extent permitted by law, IHS shall not be liable for any errors or omissions or any loss, damage, or expense incurred by reliance on information or any statement contained herein. In particular, please note that no representation or warranty is given as to the achievement or reasonableness of, and no reliance should be placed on, any projections, forecasts, estimates, or assumptions, and, due to various risks and uncertainties, actual events and results may differ materially from forecasts and statements of belief noted herein. This report is not to be construed as legal or financial advice, and use of or reliance on any information in this publication is entirely at client s own risk. IHS and the IHS logo are trademarks of IHS.