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EV Power Modules (SiC IGBT)

Critical dependencyPosition-earlyAutomotive & EVReasoned estimateHS 8541.49
$0.55 bnAnnual import
8%Indian capability
2,900Supplier concentration (HHI)
₹4,000 crTo localise

Why India imports it. Infineon, Mitsubishi, Wolfspeed dominate; India has design at ARAI/CDAC.

Why it matters. EV inverter heart; 800V architectures accelerate SiC adoption.

Can India localise it? Partial - 5-7 years for SiC; IGBT faster.

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

Scorecard

The ten indices

CMDI 77Dependency
LPI 41.5Localisation potential
IAI 65Investment attractiveness
SRI 65Supply risk
SCI 60.75Supply-chain complexity
TRI 44.75Technology readiness
IMI 77Industrial multiplier
NSRI 57.75National-security relevance
EPI 65.25Export potential
ICGI 66.75Capability gap
Who makes it

Manufacturers

In India

Centre for Development of Advanced Computing (C-DAC)

Global leaders

InfineonMitsubishi ElectricWolfspeed

Intelligence

Related signals

Sources

Primary references

Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).