ST, Geely set up SiC lab, long term supply deal
STMicroelectronics and Geely Auto have signed a long-term supply agreement for Silicon Carbide (SiC) devivces and are setting up a joint development lab in China.
ST will provide multiple Geely Auto brands with SiC power devices for mid-to-high-end battery electric vehicles (BEVs). Geely is China’s top automotive brand, selling 1.68m vehicles in 2023, with new energy vehicles under the Zeekr and Lynk & Co brands selling 480,000 units. Geely’s international brands include Volvo, Polestar and Lotus.
The joint lab will exchange information and explore automotive Electronics/Electrical (E/E) architectures such as in-vehicle infotainment, smart cockpit systems), advanced driver assistance (ADAS), and electric powertrains and battery systems.
Geely Auto has adopted ST’s third generation SiC MOSFET devices for its electric traction inverters. ST is building a joint venture 200mm SiC fab in Chongqing, China, with Sanan Optoelectronics to supply the local market from the end of 2025.
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“We are very pleased to establish a win-win cooperation with STMicroelectronics, to empower each other and fully utilize our respective advantages and resources. I believe that through the form of innovation joint lab, Geely and ST can deepen our cooperation, achieve mutual benefit, and accelerate the development and implementation of innovative technologies in Geely Auto,” said Li Chuanhai, President of Electronic and Electrical Centre of Geely Automotive Central Research Institute.
“We are pleased to have a deep cooperation with global automotive semiconductor leader STMicroelectronics to establish an innovation joint lab. Both sides will deepen long-term cooperation in fields such as smart driving to jointly focus on customer needs, accelerate the implementation of new products and solutions, and shape an efficient cooperation mode. I believe that this cooperation will be beneficial for both parties to conduct more forward-looking technical research based on the development trends of smart, electrified, and connected cars. Geely is delighted to leverage STMicroelectronics’ leading automotive business solutions to be well positioned in product performance, system integration, and overall market competitiveness,” said Fu Zhaohui, Director of the Electronic and Electrical Centre of Geely Automotive Central Research Institute.
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“Geely Auto, is a shining example of automotive innovation in China, making rapid progress in car electrification and digitalization, while expanding its presence in the global market. This long-term SiC supply agreement and the joint lab establishment mark a significant step forward in our long-established cooperation,” said Henry Cao, Executive Vice President of Sales & Marketing, China Region, STMicroelectronics. “China is the biggest NEV market worldwide and a leading innovator. Our local competence centers and joint labs with our customers across the value chain of automotive allow ST to better support automotive innovation and transformation in China.”
ST points to its vertically integrated supply for SiC devices for a wide range of EV applications including traction inverter, OBC (onboard charger), DC-DC converter, EV charging station and e-compressor application.
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