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SiC & GaN Compound Semiconductors

Critical dependencyPosition-earlySemiconductorsReasoned estimateHS 8541.40
$0.50 bnAnnual import
5%Indian capability
2,900Supplier concentration (HHI)
₹6,000 crTo localise

Why India imports it. No SiC epi-wafer production in India; only device packaging and discrete diodes at small scale.

Why it matters. SiC is the substrate of EV powertrains and renewable inverters; GaN drives fast chargers and 5G radios.

Can India localise it? Partial - Indian startups (Agnikul, Agnit) emerging; needs 5-7 years.

Where it comes from. Germany (40%), USA (30%), Japan (20%).

Scorecard

The ten indices

CMDI 78Dependency
LPI 34.75Localisation potential
IAI 58.5Investment attractiveness
SRI 70.75Supply risk
SCI 56.25Supply-chain complexity
TRI 42Technology readiness
IMI 72Industrial multiplier
NSRI 65National-security relevance
EPI 59.5Export potential
ICGI 82.25Capability gap
Who makes it

Manufacturers

In India

Agnit Semiconductors

Global leaders

WolfspeedInfineonRohmSt Microelectronics

On the ground

Localisation projects

Intelligence

Related signals

Sources

Primary references

Confidence: Reasoned estimate. Reasoned estimate; Agnit is Indian GaN startup. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).