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Power Electronics In Electric & Hybrid Vehicles - I-Micronews

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<strong>Power</strong> <strong>Electronics</strong> in<br />

<strong>Electric</strong> & <strong>Hybrid</strong> <strong>Vehicles</strong><br />

SAMPLE REPORT – Volume 1 active components<br />

Delphi<br />

<strong>In</strong>fineon<br />

GM<br />

© 2011


Table of Contents<br />

• Before we start…<br />

– Glossary<br />

– Methodology, limitations and Yole Developpement’s<br />

proprietary tools<br />

– Top-down approach report<br />

– What has changed in the 2011 edition?<br />

• Executive summary<br />

• EV HEV market<br />

– Worldwide car market<br />

– HEV market<br />

– EV and plug-in HEV<br />

– Focus on Chinese market<br />

• Main Chinese players<br />

• Chinese market forecasts<br />

• Architectures and power systems<br />

– HEV architectures and power control units<br />

– Assembly and design<br />

– Supply chain<br />

– <strong>Power</strong> electronics uses in HEV/EV<br />

• Start/stop (belt Alternator system BAS)<br />

• DC/DC converter<br />

• DC/AC inverter<br />

• Plug in charger<br />

• <strong>Power</strong> electronics challenges and industrial supply chain<br />

• Market players, latest developments, tier one<br />

automotive suppliers<br />

• Components<br />

– Active components:<br />

• Semiconductors module packaging<br />

• SiC & GaN trends in EV/HEV<br />

• Silicon, SiC & GaN device and module recent<br />

developments<br />

• SiC and GaN developments<br />

• General conclusions<br />

• Appendix<br />

– Market players, latest developments:<br />

automotive tier one suppliers<br />

© 2011 • 2


Worldwide car market<br />

2010 worldwide car production by geography<br />

58 Million cars<br />

Source: OICA<br />

• 58 Million cars produced in 2010<br />

• China, rest of Asia and Europe representing approximately a quarter each<br />

© 2011 • 3


HEV Market<br />

EV/HEV annual demand forecasts<br />

Micro <strong>Hybrid</strong> and micro mild hybrid<br />

Yole Développement © August<br />

2011<br />

Focus on European market:<br />

Cities infrastructure is the perfect place for<br />

micro-hybrid architecture and cost of micro<br />

hybrid electrification is acceptable for European<br />

consumers<br />

Based on annual<br />

sales in M units<br />

• Micro-hybrid market is already present, especially in Europe where it makes sense regarding the<br />

complexity of urban driving.<br />

• We expect micro-mild to appear more clearly between 2012 and 2013, time where ultracapacitors<br />

will be more cost-effective.<br />

© 2011 • 4


GROUP<br />

Chinese & Foreign vehicle players in<br />

China<br />

Key groups, JVs & sub-brands<br />

Only for passenger cars<br />

Yole Développement - August 2011<br />

Sub-brand<br />

JV<br />

SVW<br />

SAIC-VW<br />

SGM<br />

SAIC-GM<br />

SGMW<br />

SAIC-GM-Wuling<br />

Roewe, Morris Garages…<br />

SAIC<br />

FVW<br />

FAW-VW<br />

FGM<br />

FAW-GM<br />

FAW-Toyota<br />

FAW-Mazda Hongqi, Benteng…<br />

FAW<br />

Brand logo<br />

GROUP<br />

Sub-brand<br />

JV<br />

Chana-Ford Chana-Mazda Chana-Suzuki Chana DFM-Nissan DFM-Peugeot DFM-Citroën DFM-Honda DFM-KIA Fengshen, Fengxing…<br />

Dongfeng<br />

Brand logo<br />

© 2011 • 5


Chinese EV/HEV players<br />

Geographical HQ location<br />

Car manufacturers – EV/HEV<br />

manufacturers are mainly<br />

concentrated in the east of<br />

China.<br />

Yole Développement - August 2011<br />

© 2011 • 6


HEV architectures and power control units<br />

HEV/EV <strong>In</strong>cremental Cost vs Benefit<br />

CO 2 reduction<br />

Nissan Leaf<br />

100%<br />

Pure electric<br />

(EV)<br />

50%<br />

Toyota prius<br />

GM chevy volt<br />

Plug in <strong>Hybrid</strong><br />

(PHEV)<br />

30%<br />

10%<br />

5%<br />

© 2011 • 7<br />

Citroen C2<br />

Micro<br />

hybri<br />

d<br />

$1,000<br />

Honda Civic<br />

Mild<br />

hybrid<br />

Full<br />

hybrid<br />

Source: Yole Développement<br />

$5,000 $10,000 $15,000<br />

Additional cost compared<br />

to regular combustion<br />

engine


<strong>Power</strong> electronics uses in HEV/EV<br />

HEV power application<br />

DC/AC inverter + DC/DC booster option (full hybrid, plug-in, EV)<br />

• Description:<br />

© 2011 • 8<br />

– DC/AC <strong>In</strong>verter: Generates a 3-phase AC signal from the high voltage battery DC current<br />

(200/400Vdc) to actuate the electric motor. The inverter is bi-directional.<br />

– DC/DC booster option: boosts the battery DC current (200/400Vdc) to provide higher voltage<br />

(600/650V) to the inverter. The converter is bi-directional. The booster is integrated in the<br />

same packaging as the inverter (Toyota Prius configuration). The booster allows the<br />

reduction of the overall power train cost.<br />

– Total average price: $1,500<br />

• <strong>Power</strong> electronics general characteristics<br />

– DC/AC <strong>In</strong>verter:<br />

• 400 – 650VAC<br />

• <strong>Power</strong>: 20 to 100 kW. Average power: 50 kW<br />

• Water cooled with a dedicated cooling circuit<br />

• Devices: IGBT + diodes next Gen: GaN/SiC diodes<br />

and switches<br />

– DC/DC booster: used by Toyota and its licensees (Ford, Nissan)<br />

• <strong>Power</strong>: 20 – 70 kW<br />

• Water cooling<br />

• Devices: IGBT + diodes<br />

– <strong>Power</strong> module average price / car: $500<br />

• Suppliers:<br />

– Toyota, Delphi, Continental , Bosch, Denso, Hitachi…<br />

High V<br />

battery<br />

Source: infineon<br />

120 /<br />

400VDC<br />

DC/DC<br />

convert<br />

er<br />

14V<br />

battery<br />

DC/DC<br />

boost<br />

convert<br />

er<br />

650VDC<br />

DC/A<br />

C<br />

inver<br />

ter<br />

E<br />

motor<br />

ICE


Devices roadmap for Full/Plug-in <strong>Hybrid</strong><br />

and EV<br />

Si<br />

• We believe that the 1200V and 1700V will be more and more used in EV and HEV. It will open<br />

opportunities for SiC devices. We believe GaN will have more difficulties in being used in powertrains,<br />

but it will probably take market shares in chargers.<br />

• The need for high efficiency, smaller and lighter converters will push for wide band gap semiconductor.<br />

1700V<br />

1200V<br />

900V<br />

600V<br />

© 2011 • 9<br />

2010 2011 2012 2013 2014 2015


© 2011 • 10<br />

More slide extracts


Your contacts at YOLE<br />

• Your contacts at YOLE<br />

Développement:<br />

– Brice LE GOUIC, Market analyst in<br />

charge of <strong>Power</strong> <strong>Electronics</strong><br />

activities<br />

• Email: legouic @yole.fr<br />

• Tel: +33 472 83 01 81<br />

• Mob: +33 680 52 06 48<br />

– Alexandre AVRON, Market analyst<br />

in <strong>Power</strong> <strong>Electronics</strong><br />

• Email: avron@yole.fr<br />

• Tel: +33 472 83 01 86<br />

© 2011 • 11


Yole Activities<br />

Technology & Market<br />

Reports<br />

Report/Database/Reverse Costing/Tools<br />

Custom Studies<br />

Market Research<br />

Technology & Strategy<br />

Media business<br />

Website / Magazines / Webcasts<br />

www.yole.fr<br />

Yole Finance<br />

M&A / Due Diligence /<br />

Fund raising services<br />

www.yolefinance.com<br />

© 2011 • 12

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