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SiC & GaN Epitaxial Wafers

Critical dependencyPosition-earlySemiconductorsReasoned estimateHS 2844.40
$0.30 bnAnnual import
5%Indian capability
3,425Supplier concentration (HHI)
₹4,500 crTo localise

Why India imports it. Wolfspeed, II-VI, Sumitomo dominate; India has no SiC boule or epi production at scale.

Why it matters. SiC wafers are the substrate for EV inverters and renewable inverters; cascades into energy transition.

Can India localise it? Partial - 5-7 year horizon; startups emerging.

Where it comes from. Germany (45%), USA (35%), Japan (15%).

Scorecard

The ten indices

CMDI 79.15Dependency
LPI 31.25Localisation potential
IAI 53.5Investment attractiveness
SRI 77.5Supply risk
SCI 58.2Supply-chain complexity
TRI 38.5Technology readiness
IMI 70.5Industrial multiplier
NSRI 64.5National-security relevance
EPI 55Export potential
ICGI 86Capability gap
Who makes it

Manufacturers

In India

Agnit Semiconductors

Global leaders

WolfspeedIi ViSumitomo Electric

Intelligence

Related signals

Sources

Primary references

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