Power IC Sector Stood Out in an Overall Declining Power Semiconductor Market in 2015, IHS Markit Says

The power IC (integrated circuit) sector proved to be the only power semiconductor product type to grow in 2015, according to a new forecast report from IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.

According to the Power Semiconductor Forecast Report, 2016 Edition, while power discretes and modules products both declined about 10 percent in 2015 compared to 2014, the power semiconductor sector significantly under-performed in comparison to the overall semiconductor market.

Power discrete products are forecast to grow at a Compounded Annual Growth Rate (CAGR) of 3 percent from 2015 to 2020, the report says. Power module products are expected to grow at 5 percent; power IC products by about 2.8 percent – all in the same forecast period.

Even though revenues of the power IC sector outperformed their discrete and modules counterparts last year, for several reason, discrete and modules products could outgrow power IC revenues from 2015 to 2020, the report says. IHS Markit examined the revenue forecast by major product segment and concluded that there are excellent opportunities for growth with the correct strategy.

In the discrete segment, semiconductor suppliers would be best served to pay attention to a few focus areas. New material technologies in power semiconductors -- such as SiC and GaN -- are forecast to have CAGRs greater than 20 percent during the forecast period of 2015 to 2020. Also, super junction MOSFET technology is forecast to continue to outperform the overall MOSFET segment, with a CAGR of 12 percent from 2015 to 2020.

Turning to power module products, these include standard IGBT modules, power integrated modules (PIM) and intelligent power modules (IPM). The power modules sector as a whole is forecast to grow at CAGRs greater than 4.5 percent, with some geographical markets such as China and the rest of Asia growing at CAGRs greater than 7 percent during 2015 to 2020, the report says.

Finally, while power IC exhibited strong growth in 2014 and 2015 with the help of the growing smartphone and tablet markets, the overall power ICs sector is forecast to wrap up 2016 with total revenues comparable to 2015. IHS Markit forecasts that the overall CAGR for power ICs from 2015 to 2020 will be positive at 2.6 percent-- a slower CAGR compared to previous years due to the sluggish data processing and consumer market.

Within the power IC market, products such as low drop-out (LDO) regulators, switching converter, power-over-Ethernet, hot swap controllers, and multiple channel PMICs products, are forecast to grow faster than the overall power IC segment, with CAGRs greater than 6 percent from 2015 to 2020.

In 2015, IHS Markit estimates the power ICs sector to have accounted for 56 percent of the global power semiconductor revenue. Power discretes made up the next 33 percent, and power modules contributed the last 11 percent. The total power semiconductor market size is roughly $34 billion USD in 2015 and forecast to reach $40 billion USD in 2020.

Several end markets and applications are forecast to help the growth of all power semiconductor components. These segments include automotive infotainment, connectivity, electric vehicle motor, industrial motor drive, green energy and consumer applications.

J.v.G. Thoma GmbH is delivering a DESERT turnkey production line to Brazil, the first of its kind and hopefully the first in many breakthroughs to leave the factory floor on their way to the largest country in South America. With a capacity of 30 MW, this is a small semi-automatic DESERT production line, but still a flagship in terms of DESERT solar module production and electricity generation in the country, now fully functional and ready to start with operation.

The machinery consists of DESERT production machines for high-efficiency DESERT solar modules built specifically for extreme hot climate, such as can be seen in deserts or in tropical areas. Made solely in Germany and built using the latest in DESERT and TROPIC module production, the systems inlcudes all cutting-edge technology.

Certified DESERT solar modules, DESERT containers, DESERT power plants and DESERT manufacturing machinery built using pioneering DESERT and TROPICS technology are now fully set up, and ready to perform. But powering on the machinery has been a long time coming. Up until recently, this advanced piece of equipment had been waiting for clearance at a port in Brazil. Now that the formalities have been dealt with, both J.v.G. Thoma and its customer in Brazil can get production under way.

J.v.G. Thoma GmbH is a company whose vision has always been to harness the infinite power of the sun and convert it into an inexhaustible supply of energy. But a vision such as this requires global reach, and this project has opened new doors. Brazil is not only a gateway to South American cooperation, but also the launchpad to international reach and expansion.

Following the delivery of this initial order, J.v.G. Thoma GmbH will be looking forward to an ongoing collaboration with the Brazilian company. From setup and initial training to setting the scene for a ramp up, J.v.G. Thoma will be there to provide expertise and assistance. Moreover, the company will be jointly responsible, along with the client, for the successful integration of the DESERT solar module factory.

In the future, bigger DESERT power plants will be set up on Brazilian soil, and together with existing turnkey production systems, they intend to take up a large share of the products and assets this sector will possess locally. J.v.G. Thoma plans to build up a local network of sales agents that can extend a premium offering to neighbouring countries in South America. Eventually, the company hopes to be able to expand its customer base to clients in North America.

Hans Thoma, general manager from the Thoma-group, is eager to acquire a substantial market share in Brazil, a growing country with tremendous potential for solar energy output. Having complied with local official procedures (Inmetro, TÜV, Fraunhofer CSP) and cleared the way for future business collaboration, he expresses his hope that the solar industry will henceforth expand quickly.

”Being able to introduce Brazil to the infinite opportunities of a solar industry is a privilege for J.v.G. Thoma GmbH, and one that we are extremely grateful for. At the same time, this placed the ball squarely in our court, and the pressure to get the ball rolling quickly was high. Now that the lengthy initial formalities are out of the way, we can focus on making this project a success.“

The first DESERT solar module production in BRAZIL! Lets go ....
J.v.G. Thoma GmbH is delivering a DESERT turnkey production line to Brazil, the first of its kind and hopefully the first in many breakthroughs to leave the factory floor on their way to the largest country in South America. With a capacity of 30 MW, this is a small semi-automatic DESERT production line, but still a flagship in terms of DESERT solar module production and electricity generation in the country, now fully functional and ready to start with operation.

The machinery consists of DESERT production machines for high-efficiency DESERT solar modules built specifically for extreme hot climate, such as can be seen in deserts or in tropical areas. Made solely in Germany and built using the latest in DESERT and TROPIC module production, the systems inlcudes all cutting-edge technology.

Certified DESERT solar modules, DESERT containers, DESERT power plants and DESERT manufacturing machinery built using pioneering DESERT and TROPICS technology are now fully set up, and ready to perform. But powering on the machinery has been a long time coming. Up until recently, this advanced piece of equipment had been waiting for clearance at a port in Brazil. Now that the formalities have been dealt with, both J.v.G. Thoma and its customer in Brazil can get production under way.

J.v.G. Thoma GmbH is a company whose vision has always been to harness the infinite power of the sun and convert it into an inexhaustible supply of energy. But a vision such as this requires global reach, and this project has opened new doors. Brazil is not only a gateway to South American cooperation, but also the launchpad to international reach and expansion.

Following the delivery of this initial order, J.v.G. Thoma GmbH will be looking forward to an ongoing collaboration with the Brazilian company. From setup and initial training to setting the scene for a ramp up, J.v.G. Thoma will be there to provide expertise and assistance. Moreover, the company will be jointly responsible, along with the client, for the successful integration of the DESERT solar module factory.

In the future, bigger DESERT power plants will be set up on Brazilian soil, and together with existing turnkey production systems, they intend to take up a large share of the products and assets this sector will possess locally. J.v.G. Thoma plans to build up a local network of sales agents that can extend a premium offering to neighbouring countries in South America. Eventually, the company hopes to be able to expand its customer base to clients in North America.

Hans Thoma, general manager from the Thoma-group, is eager to acquire a substantial market share in Brazil, a growing country with tremendous potential for solar energy output. Having complied with local official procedures (Inmetro, TÜV, Fraunhofer CSP) and cleared the way for future business collaboration, he expresses his hope that the solar industry will henceforth expand quickly.

”Being able to introduce Brazil to the infinite opportunities of a solar industry is a privilege for J.v.G. Thoma GmbH, and one that we are extremely grateful for. At the same time, this placed the ball squarely in our court, and the pressure to get the ball rolling quickly was high. Now that the lengthy initial formalities are out of the way, we can focus on making this project a success.“

The first DESERT solar module production in BRAZIL! Let
Source: IHS Inc.