Power Electronics In Electric & Hybrid Vehicles - I-Micronews
Power Electronics In Electric & Hybrid Vehicles - I-Micronews
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