X-fab Silicon Foundries Se · EURONEXT:XFAB
X-fab Silicon Foundries — X-Fab — Investor Day (2023)
8 slides from X-fab Silicon Foundries's investor day presentation, Jun 8, 2023
Slide 1: Disrupting the SiC Market
Disrupting the SiC Market Agnes Jahnke | Product Marketing Manager SiC & GaN
Slide 2: Silicon carbide market perspective
Silicon carbide market perspective TODAY 2026 30% ≥1,200 V Products 50% ≥1,200 V 90% IDMs (STM, Infineon, OnSemi) Players IDMs and Fabless 1.9 $bn Market size 6.6 $bn 584k Wafer shipments 1,932k 8% SiC share 20% Transition to higher SiC adoption 2
Slide 3: SiC application – from niche to mainstream
SiC application – from niche to mainstream The benefits of SiC start to overcome its growing pains Performance Device cost System cost Applications EV – saving battery cost; extended range 650 V Charging station – rated device Si SiC Si SiC Si SiC shorter charging time Renewable – more energy 1,200
Slide 4: We are powering innovation
We are powering innovation We enable fabless companies to compete in this market with highly competitive products disrupting the SiC market Product leadership Market leadership 1. Customized products Value 1. Faster time to market 2. Industry leading device yields 2. Guaranteed supply through LTA ag
Slide 5: In the sweet spot of the SiC supply chain
In the sweet spot of the SiC supply chain Our focus on SiC wafer epitaxy and chip processing allows for pinpointed investments SiC boule growing, Technology SiC diode or SiC wafer SiC wafer Device SiC system ingot slicing, and IP transistor epitaxy processing packaging manufacturing substrate grindi
Slide 6: Leading the silicon carbide foundry market
Leading the silicon carbide foundry market We continue to grow 2022 2026 +50% 30 SiC customers SiC customers 45 +500% $55M SiC revenue SiC revenue $300 - 350M +430% 40k SiC capacity SiC capacity 210k +60% 7% X-FAB market share X-FAB market share 11% 6
Slide 7: X-FAB – the number one foundry for SiC
X-FAB – the number one foundry for SiC › The SiC market is growing. SiC will be in around 20% of all power electronics in 2026. › SiC is going from niche to mainstream application, gaining market share in high-power applications. › We enable fabless companies to compete in this market with highly co
Slide 8: Thank you.
Thank you. @) &) @ @) @ xfab.com