Bosch launches third-generation SiC chips for EV applications in India - ET Auto

Bosch's launch of third-generation SiC chips in India represents a significant advancement in automotive power semiconductor technology. This innovation addresses the growing demand for efficient powe... Read original →

Bosch’s launch of third-gen SiC chips in India is a strategic maneuver to anchor itself in a critical EV growth corridor. Technically, it forces local OEMs to redesign power electronics for higher switching frequencies and thermal resilience, accelerating 800V adoption beyond premium segments. Regulatory risks loom: while India’s PLI scheme incentivizes local assembly, SiC substrate supply remains concentrated in the U.S. and Japan, exposing Bosch to geopolitical bottlenecks. Competitors like Infineon and STMicroelectronics—already scaling 6-inch SiC fabs in China—must now decide whether to replicate Bosch’s India play or cede ground on total cost of ownership. Over the next 18 months, expect Indian EV makers to standardize around Bosch’s reference designs, tightening its grip on regional semiconductor specifications and marginalizing outsourced assembly from Taiwan, China and Southeast Asia.