How would you measure the success of Onsemi's SiC MOSFETs for electric vehicle applications?

Introduction

Measuring the success of Onsemi's SiC MOSFETs for electric vehicle applications requires a comprehensive approach that considers multiple stakeholders and metrics. To address this product success metrics challenge, I'll follow a structured framework covering core metrics, supporting indicators, and risk factors while considering all key stakeholders.

Step 1

Product Context

Onsemi's Silicon Carbide (SiC) MOSFETs are power semiconductor devices designed for use in electric vehicle (EV) powertrains. These components play a crucial role in power conversion and management within EVs, offering benefits like higher efficiency, faster switching speeds, and better thermal performance compared to traditional silicon-based MOSFETs.

Key stakeholders include:

1. EV manufacturers (OEMs) - seeking high-performance, reliable components
2. Tier 1 automotive suppliers - integrating SiC MOSFETs into power modules
3. End consumers - benefiting from improved EV range and performance
4. Onsemi's shareholders - expecting market share growth and profitability

The user flow typically involves:

1. Design engineers at OEMs or Tier 1 suppliers evaluating and selecting SiC MOSFETs
2. Procurement teams negotiating contracts and managing supply
3. Manufacturing teams integrating the MOSFETs into EV powertrains
4. Quality assurance teams ensuring reliability and performance

This product aligns with Onsemi's strategy to focus on high-growth markets like automotive electrification. It positions the company as a key player in the EV supply chain, competing with other semiconductor manufacturers like Infineon, STMicroelectronics, and Wolfspeed.

The product is in the growth stage of its lifecycle, with increasing adoption in the EV market but still room for significant expansion and technological improvements.

Hardware-specific considerations:

• Manufacturing requires specialized facilities and processes for SiC wafer production
• Supply chain dependencies on raw SiC material and substrate suppliers
• Need for robust testing and qualification infrastructure to meet automotive standards