“Increasing Adoption in Electric Vehicles”
- A significant and accelerating trend in the North America SiC power semiconductor market is the widespread integration of SiC-based devices into electric vehicles (EVs), including traction inverters, DC-DC converters, and onboard chargers. This adoption is being driven by the superior efficiency, thermal performance, and power density of SiC technology compared to traditional silicon, enabling faster charging, lighter powertrains, and extended driving ranges
- For instance, companies such as Tesla, Ford, and GM have been incorporating SiC inverters into their EV platforms to enhance drivetrain efficiency and reduce overall system weight. SiC supplier Wolfspeed has established long-term supply agreements with major North American automakers, further reinforcing the trend
- The high-frequency switching capabilities of SiC power devices help reduce passive component sizes, leading to compact and lightweight system designs
- This is particularly beneficial in EV applications, where space, weight, and energy efficiency are key design considerations
- The shift toward mass EV production, spurred by supportive federal and state incentives in the U.S. and Canada, is driving automakers and component suppliers to prioritize SiC technology to meet performance demands and regulatory efficiency targets
- As a result, EV-related demand is becoming a primary growth engine for SiC power semiconductors in the region
