onsemi and BorgWarner Expand Strategic Collaboration for Silicon Carbide Worth Over $1 Billion in Lifetime Value

2023년 7월 19일 - 지능형 전력 및 센싱 기술의 선도 기업인 온세미(나스닥: ON)는 보그워너(BorgWarner)와의 실리콘 카바이드(SiC)에 대한 전략적 협력 관계를 확대하여10억 달러 이상의 생애 가치로 장기계약을 체결했다고 발표했다. 보그워너는 혁신적이고 지속 가능한 모빌리티 솔루션을 제공하는 글로벌 제품 선도기업으로, 온세미의 1200V와 750V 전력 디바이스를 자사의 VIPER 전력 모듈에 통합할 계획이다. 엘리트 실리콘 카바이드(이하 EliteSiC) 디바이스는 양사의 오랜 전략적 관계의 일부인 온세미 제품의 포트폴리오에 합류한다. .

온세미는 전기차(EV) 트랙션 시장에 필요한 높은 수준의 품질, 신뢰성, 공급 보증을 유지하면서 고성능 EliteSiC 기술을 제공한다. 온세미는 전력 반도체 제품 설계, 개발, 제조 분야에서 쌓아온 수십 년간의 경험으로 대량의 오토모티브 애플리케이션에 성공적으로 채택될 수 있도록 지원한다.

보그워너의 부사장이자 파워드라이브 시스템즈(PowerDrive Systems)의 사장 겸 총괄인 스테판 데머를(Stefan Demmerle)은 "온세미는 엔드 투 엔드 공급망 전반에 걸쳐 SiC 제조 역량을 강화하기 위해 지속적이고 전략적인 투자를 한다. 이는 우리가 현재와 앞으로 늘어날 솔루션 수요를 지원할 수 있다는 자신감을 준다"고 말했다.

보그워너의 실리콘 카바이드 트랙션 인버터는 이미 다른 전기차 옵션보다 더 콤팩트한 패키지로 높은 효율성, 향상된 냉각 성능, 빠른 충전 속도를 제공한다. 보그워너의 솔루션은 EliteSiC 기술을 사용함으로써 전력 밀도와 효율성이 향상돼 전기차의 주행거리와 전반적인 성능이 높아질 것으로 기대된다.

온세미 파워 솔루션 그룹(Power Solutions Group)의 부사장 겸 총괄인 사이먼 키튼(Simon Keeton)은 "트랙션 인버터에 EliteSiC 기술을 통합하면MPGe(equivalent miles per gallon)를 높일 수 있다. 이는 전기차 채택에서 주요 장벽 중 하나인 주행거리 불안을 완화하는 데 도움이 된다. 온세미의 칩 투 시스템(chip-to-system) 수준 지원과 실행 실적을 통해 보그워너의 시장 출시 요건을 지원하는 업계 선도적인 SiC 기반 솔루션을 빠르게 제공할 수 있게 됐다"고 말했다.

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You should not place undue reliance on these forward-looking statements, which speak only as of the date of this release. Forward-looking statements are subject to risks and uncertainties, many of which are difficult to predict and generally beyond our control, that could cause actual results to differ materially from those expressed, projected or implied in or by the forward-looking statements. These risks and uncertainties, among others, include: supply disruptions impacting us or our customers, such as the current shortage of semiconductor chips that has impacted original equipment manufacturer (“OEM”) customers and their suppliers, including us; commodity availability and pricing, and an inability to achieve expected levels of recoverability in commercial negotiations with customers concerning these costs; competitive challenges from existing and new competitors including OEM customers; the challenges associated with rapidly changing technologies, particularly as relates to electric vehicles, and our ability to innovate in response; uncertainties regarding the extent and duration of impacts of matters associated with the COVID 19/coronavirus pandemic, including additional production disruptions; the difficulty in forecasting demand for electric vehicles and our electric vehicles revenue growth; potential disruptions in the global economy caused by Russia’s invasion of Ukraine; the ability to identify targets and consummate acquisitions on acceptable terms; failure to realize the expected benefits of acquisitions on a timely basis; the possibility that the spin-off transaction will not achieve its intended benefits; the failure to promptly and effectively integrate acquired businesses; the potential for unknown or inestimable liabilities relating to the acquired businesses; our dependence on automotive and truck production, both of which are highly cyclical and subject to disruptions; our reliance on major OEM customers; fluctuations in interest rates and foreign currency exchange rates; our dependence on information systems; the uncertainty of the global economic environment; the outcome of existing or any future legal proceedings, including litigation with respect to various claims, or governmental investigations, including related litigation; future changes in laws and regulations, including, by way of example, taxes and tariffs, in the countries in which we operate; impacts from any potential future acquisition or disposition transactions; and the other risks noted in reports that we file with the Securities and Exchange Commission, including Item 1A, “Risk Factors” in our most recently filed Form 10-K and/or Quarterly Report on Form 10-Q. We do not undertake any obligation to update or announce publicly any updates to or revisions to any of the forward-looking statements in this release to reflect any change in our expectations or any change in events, conditions, circumstances, or assumptions underlying the statements.

보그워너에 대하여 보그워너(BorgWarner)는 130년 이상 성공적인 모빌리티 혁신을 시장에 선보이며 혁신적인 글로벌 제품 리더로 자리매김해 왔다. 보그워너는 더 깨끗하고 건강하며 안전한 미래를 구축하기 위해 전 세계의 e모빌리티(eMobility)로의 전환을 가속화하고 있다.

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