EV Power Semiconductors: IGBT, SiC and GaN Chipmakers

Finding

SiC device supply is concentrated in five Western and Japanese firms, but China is building a parallel stack from substrate to module and already supplies most of its own IGBTs

STMicroelectronics led SiC power devices in 2023 with 32.6% of revenue, followed by onsemi, Infineon, Wolfspeed and Rohm; the top five held about 92% (TrendForce). In China, BYD Semiconductor, StarPower, CRRC Times Electric and Silan supply most domestic IGBT modules, and Sanan, BASiC and BYD are scaling SiC devices.

Ownership moved fast in 2023-2025. Infineon bought GaN Systems (2023) and Renesas bought Transphorm (2024); Wolfspeed filed for Chapter 11 in June 2025 and emerged in September after restructuring its debt; China's Innoscience, the largest GaN-on-silicon producer by wafer capacity, listed in Hong Kong in December 2024. ST and Sanan run a 200 mm SiC joint venture in Chongqing to serve Chinese automakers locally.

The risk map has three layers. SiC substrates are concentrated in four companies (see SiC and GaN Substrate). Device fabs sit in the US, Europe, Japan and increasingly China. And ordinary discretes can still halt lines: in October 2025 the Dutch government took control of Nexperia and China blocked exports from its Dongguan plant, and automakers warned of shortages within weeks. Tesla, BYD, Toyota/Denso and Hyundai have all moved to design or co-develop power modules in-house to secure supply.

Technology

Device families compared

EV power semiconductor technologies
Device	Characteristics	Advantages	Constraints	Typical EV use
Si IGBT	Bipolar silicon switch, mature	Low cost, rugged, deep supply	Higher losses, limits frequency	400 V inverters, commercial vehicles
SiC MOSFET	Wide bandgap (3.26 eV), high voltage and temperature	Low switching loss, smaller cooling, 800 V capable	Cost, substrate supply	800 V traction inverters, OBCs, DC fast chargers
GaN HEMT	Wide bandgap (3.4 eV), lateral device	Fastest switching, smallest magnetics	650 V class, limited automotive field data	OBCs, DC-DC, LiDAR drivers

Vendors

Vendor landscape

EV power semiconductor suppliers
Category	Companies	Notes
IGBT leaders	Infineon, Mitsubishi Electric, Fuji Electric, onsemi, StarPower, BYD Semiconductor, CRRC Times Electric	Infineon is the largest power semiconductor maker overall
SiC devices	STMicroelectronics, onsemi, Infineon, Wolfspeed, Rohm, BYD Semiconductor, Sanan, BASiC	ST led in 2023; Chinese share rising
GaN devices	Infineon (GaN Systems), Navitas, EPC, Renesas (Transphorm), TI, Innoscience	Data center and charger demand leads automotive
OEM in-house	Tesla, BYD, Toyota/Denso, Hyundai	Module design and packaging brought in-house

Power semiconductor makers

Grouped by device family; SiC substrate makers are listed separately because a few of them gate the whole SiC chain.

IGBT makers
Company	Products	HQ	Fabs	Technology	Customers	Status
BYD Semiconductor	IGBT and SiC modules; in-house supply to BYD	China	China	IGBT, SiC	BYD; external Chinese automakers	active
CRRC Times Electric	IGBT modules; rail-traction heritage	China	China	IGBT, SiC	Chinese automakers	active
Fuji Electric	IGBT modules for xEV inverters	Japan	Japan, Malaysia	IGBT, SiC	Japanese and European Tier 1s	active
Infineon	HybridPACK Drive modules, CoolSiC MOSFETs, CoolGaN; GaN Systems acquired 2023	Germany	Germany, Austria, Malaysia, Hungary	IGBT, SiC, GaN; 200 mm SiC in Kulim, Malaysia	Most global automakers and Tier 1s	active: Largest power semiconductor maker
Mitsubishi Electric	J-series IGBT and SiC modules	Japan	Japan	IGBT, SiC; 200 mm SiC fab in Kumamoto	Japanese automakers and Tier 1s	active
Silan Microelectronics	IGBT and SiC devices	China	China	IGBT, SiC	Chinese automakers and Tier 1s	active
StarPower Semiconductor	IGBT and SiC modules	China	China	IGBT, SiC	Chinese automakers and Tier 1s	active

SiC device makers
Company	Products	HQ	Fabs	Technology	Customers	Status
BASiC Semiconductor	SiC MOSFETs and automotive modules	China	China	SiC	Chinese automakers	active
Bosch	SiC MOSFETs from Reutlingen and Roseville, California	Germany	Germany, US	SiC, 200 mm conversion	Bosch inverters	active
onsemi	EliteSiC MOSFETs and modules	US	US, Czech Republic, South Korea	SiC, vertically integrated from boules to modules	Volkswagen Group, Hyundai, BMW, Zeekr	active
Rohm (SiCrystal)	SiC MOSFETs and modules; SiCrystal substrates	Japan	Japan, Germany	SiC	Schaeffler (Vitesco), Geely	active
Sanan Semiconductor	SiC substrates and devices; partner in the Sanan-ST Chongqing joint venture	China	China	SiC	Chinese automakers; STMicroelectronics	active
STMicroelectronics	SiC MOSFETs; Sanan-ST 200 mm SiC joint venture in Chongqing	Switzerland	Italy, France, Singapore, China	SiC; integrated substrate plant in Catania	Tesla, Geely, Renault	active: SiC device leader by revenue
Wolfspeed	SiC substrates and MOSFETs; Mohawk Valley 200 mm fab	US	US	SiC	Lucid, ZF, GM	active: Exited Chapter 11, September 2025

SiC substrate makers
Company	Products	HQ	Fabs	Technology	Customers	Status
Coherent	SiC substrates; Denso and Mitsubishi Electric hold minority stakes in the SiC unit	US	US, Sweden, China	SiC substrates	Denso, Mitsubishi Electric	active
SICC	Conductive SiC substrates, 150 mm and 200 mm	China	China	SiC substrates	Infineon, Bosch	active
TanKeBlue	SiC substrates	China	China	SiC substrates	Infineon	active

GaN device makers
Company	Products	HQ	Fabs	Technology	Customers	Status
Innoscience	Automotive GaN HEMTs on 200 mm silicon	China	China	GaN	Chinese OBC and LiDAR makers	active
Navitas (GeneSiC)	GaNFast ICs and GeneSiC MOSFETs	US	Outsourced (foundries)	GaN, SiC	OBC and DC-DC makers	active: Shifted focus to data-center power in 2025
Renesas (Transphorm)	GaN FETs (Transphorm acquired 2024), IGBTs and gate drivers	Japan	Japan	GaN, IGBT	Japanese automakers and Tier 1s	active
Texas Instruments	Integrated GaN FETs and isolated gate drivers	US	US	GaN, gate drivers	OBC and DC-DC makers	active

Discretes and logic
Company	Products	HQ	Fabs	Technology	Customers	Status
Nexperia	Discretes, logic and small MOSFETs used across every ECU	Netherlands	Netherlands, UK, Germany, China, Malaysia, Philippines	Silicon discretes	Most global automakers and Tier 1s	active: Owned by Wingtech (China); control dispute with the Dutch government and Dutch management since October 2025 cut chip supply to automakers

Sources

Sources and scope

Scope: EV Power Semiconductors
Sources: TrendForce (SiC power device ranking, 2023); company filings; Reuters (Nexperia, October 2025)
Updated: October 2026

EV Power Semiconductors

SiC device supply is concentrated in five Western and Japanese firms, but China is building a parallel stack from substrate to module and already supplies most of its own IGBTs

Device families compared

Vendor landscape

Power semiconductor makers

Related coverage

Sources and scope