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Wolfspeed will supply silicon carbide devices for BorgWarner’s 800-volt inverter platform under a multiyear agreement. BorgWarner is using Wolfspeed’s 1,200-volt SiC technology; the companies have not disclosed supply volumes, pricing or vehicle-program details.
Wolfspeed will supply silicon carbide devices for BorgWarner’s 800-volt inverter platform under a multiyear agreement, the companies said. The deal is intended to give BorgWarner long-term access to Wolfspeed components for electric-vehicle and power-conversion applications, though the companies have not announced supply volumes or a start date.
BorgWarner is using Wolfspeed’s 1,200-volt silicon carbide technology in the inverter platform, according to the announcement. The stated voltage rating refers to the semiconductor devices; the platform itself is described as an 800-volt inverter. The source material does not identify which vehicle models or customers will use the system.
The agreement is described as multiyear and as an extension of a longstanding relationship between the companies. Wolfspeed says the arrangement is meant to provide BorgWarner with long-term, uninterrupted access to its SiC devices. The source does not provide contract value, committed quantities, delivery milestones or whether the agreement includes specific minimum-purchase terms.
Wolfspeed said its Gen 5 SiC technology is designed to meet automotive power-electronics needs for efficiency, performance and reliability. The company also said it has fully shifted its U.S. manufacturing to 200-millimeter wafers. Those points describe Wolfspeed’s technology and manufacturing position; the announcement does not quantify expected efficiency gains or state how much production capacity is allocated to BorgWarner.
A Supply Link for 800-Volt Inverters
The agreement ties a semiconductor supplier to an automotive power-electronics platform used in electric vehicles. Inverters convert the battery’s direct-current electricity into alternating current for the electric motor. Their components affect how power is handled within the vehicle, so access to devices suited to the platform can matter to an automaker’s or supplier’s ability to manufacture its system.
For BorgWarner, the deal is presented as a way to secure a long-term source of SiC devices for its 800-volt platform. For Wolfspeed, it adds a named automotive customer relationship to its supply activity. The announcement does not establish how many vehicles or inverters the agreement will support, so its commercial scale cannot yet be judged from the information released.
Silicon carbide is used in power electronics, and Wolfspeed describes its Gen 5 devices as designed for automotive efficiency, performance and reliability requirements. Those are design objectives stated by the supplier, not measured results supplied for this specific inverter. No comparative performance figures, vehicle range effects or cost implications were disclosed.
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The Companies’ Existing SiC Relationship
The announcement says the agreement builds on a longstanding collaboration between Wolfspeed and BorgWarner, but it does not provide a timeline or details of earlier work. The new supply arrangement is specifically connected to BorgWarner’s 800-volt inverter platform and the use of Wolfspeed’s 1,200-volt SiC technology.
Wolfspeed’s move to 200-millimeter wafer manufacturing is relevant because the company cites scaled production as part of its ability to serve customers. The announcement does not give production volumes, factory utilization or a comparison with its previous manufacturing capacity. It also does not say whether all devices for BorgWarner will come from U.S. facilities.
The source material for the announcement is Wolfspeed. Its senior vice president of global sales and chief marketing officer described the deal as an example of the company’s strategy of combining technology with long-term customer partnerships. The statement provides Wolfspeed’s rationale, while details independently establishing the agreement’s commercial terms were not included.
“Our strategy is to combine our technology leadership with deep, long-term customer partnerships.”
— Matthias Buchner, Wolfspeed senior vice president of global sales and chief marketing officer
Contract Terms and Vehicle Timing
The companies have not disclosed the contract’s financial value, device quantities, pricing or delivery schedule. It is not clear when shipments will begin, how long the agreement runs beyond the description “multiyear,” or whether it guarantees minimum volumes.
The announcement also does not name a vehicle manufacturer, model, production launch date or expected vehicle output tied to the inverter platform. It provides no figures for inverter efficiency, vehicle range, reliability testing or cost savings. Wolfspeed’s statements about supply confidence and technology capabilities should not be read as a disclosed guarantee of a particular production volume or performance result.
Although Wolfspeed says its U.S. manufacturing has fully transitioned to 200-millimeter wafers, the source does not specify the capacity available for this deal or confirm the manufacturing location of BorgWarner’s devices. Further company disclosures would be needed to establish those details.
Details to Watch for in Production
The next useful updates would be confirmation of when deliveries begin, the production programs that will use the inverter, and the expected scale of supply. Those details would clarify whether the agreement supports a near-term vehicle launch or a later platform rollout.
Further information from Wolfspeed or BorgWarner may also clarify the agreement’s duration, volumes and manufacturing allocation. Until then, the confirmed development is the multiyear supply relationship and BorgWarner’s stated use of Wolfspeed’s 1,200-volt SiC technology in its 800-volt inverter platform; commercial and vehicle-level outcomes remain undisclosed.
Key Questions
What did Wolfspeed and BorgWarner agree to?
Wolfspeed will supply silicon carbide devices for BorgWarner’s 800-volt inverter platform under a multiyear agreement. The deal is intended to provide long-term access to devices for electric-vehicle and power-conversion applications.
What Wolfspeed technology is BorgWarner using?
BorgWarner is using Wolfspeed’s 1,200-volt SiC technology in the inverter platform. Wolfspeed says its Gen 5 SiC technology is designed for automotive power-electronics needs, but the announcement does not give performance measurements for this application.
Does the deal identify vehicles that will use the inverter?
No. The announcement does not name a vehicle maker, model or launch date associated with the platform.
How much will Wolfspeed supply, and when will shipments start?
The companies have not disclosed volumes, pricing, contract value or a delivery schedule. The agreement is described as multiyear, but its specific duration and shipment timing are not stated.
Source: chargedevs.com
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