<p>➀ Yole predicts the SiC market will grow at a 20% CAGR through 2030 to reach $10.3 billion, driven by automotive electrification and industrial diversification despite a short-term EV slowdown;</p><p>➁ Automotive remains the dominant sector (70% demand), while SiC adoption in 800V EV platforms and datacenters ($200M opportunity) accelerates;</p><p>➂ Transition to 8″ wafers progresses with Infineon and Wolfspeed leading, while global SiC investments exceed $30B, focusing on supply chain resilience and China's domestic production.</p>
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