WBG 电动汽车电力电子半导体市场：战略分析，到 2030 年的预测

随着电动汽车 (EV) 在全球的普及，对功率半导体的需求不断增加。 政府立法和补贴、原始设备製造商对净零排放的承诺以及可持续发展目标正在加速电动汽车在汽车行业的采用。

本报告重点关注北美的汽车 OEM 需求，并提供了用于电动汽车的 WBG 半导体设备的市场前景、战略要务和增长机会。

内容

战略要务

• 为什么增长越来越难？
• 战略要务
• 三大战略要务对 EV WBG 半导体行业的影响
• 增长机会加速增长管道引擎

增长机会分析

• 分析范围
• 按地区划分的电动汽车市场细分
• 按动力总成类型细分电动汽车市场
• 按材料类型细分电动汽车市场
• 半导体芯片的区域政策
• EV 半导体价值链：流程
• 重组和重建 EV 半导体价值链
• WBG 半导体的分类
• EV WBG 半导体材料：性能
• SiC 半导体晶圆开发时间表
• WBG半导体专利情况
• 半导体生态系统中的併购
• 主要参与者：WBG 半导体 EV 电源生态系统
• OEM 800 V 电气化计划：技术趋势
• 电动汽车半导体应用组件
• 增长指数
• 司机
• 促进因素分析
• 抑制生长
• 生长抑制分析
• 预测假设
• 按情景划分的利润预测
• 收入预测分析
• 竞争环境

增长机会分析：SiC 半导体

• 增长指数
• 按情景划分的利润预测

增长机会分析：GaN 半导体

• 增长指数
• 按情景划分的利润预测

OEM简介

• Tesla
• GM
• Ford
• Lucid
• Rivian

供应商简介

• Infineon
• onsemi
• Wolfspeed
• Navitas Semiconductor
• Qorvo
• Odyssey Semiconductor

成长机会

• 增长机会 1：增加 SiC 和 GaN WBG 半导体的采用
• 增长机会 2：SiC 和 GaN 半导体供应商之间的战略合作伙伴关係
• 增长机会 3：WBG 半导体製造设施开发

下一步

Future Growth Potential of Semiconductor Industry With Growing Powertrain Electrification to Improve Power Density and Efficiency

The increasing use of electric vehicles (EVs) worldwide boosts power semiconductor demand. Government laws and subsidies, original equipment manufacturers' (OEMs') dedication to net zero emissions, and sustainability goals accelerate EV penetration in the vehicle industry. This study focuses on wide bandgap (WBG) semiconductors for the North American EV market. Silicon carbide (SiC) and gallium-nitride (GaN) are the 2 WBG technologies that overcome the limitations of silicon in EVs. The semiconductor content of an EV is 2 to 3 times higher than conventional ICE, and almost 75% of this comes from power semiconductors.

Frost & Sullivan estimates the EV market will continue double-digit growth until the decade's end. The WBG semiconductor market is sizable, expanding, and highly fragmented, providing a significant opportunity for new competitors. High-voltage, high-performance power semiconductors will continue to be vital for EVs and a growing part of the semiconductor segment in the forecast period.

The study aims to understand the impact of new regional policies, Chips Act 2022, highlights drivers and restraints, performance differences of WBG semiconductor materials, patent landscape, and key vendors in the ecosystem. The automotive EV components covered are main inverters, onboard chargers, and DC-DC converters. Based on the analysis, WBG semiconductor content will rise 2 times in EVs, from 2026 to 2027, due to OEM adoption of 800 V electrical architecture.

This report provides an outlook on the WBG semiconductor device market for EVs, focusing on North American automotive OEM demand. The key North American OEMs identified are Tesla, GM, Ford, Lucid, and Rivian, adopting WBG or compound semiconductor technology. The report forecasts the demand for WBG based on upcoming EVs till 2030. In addition, a few North American supplier profiles discussed are Wolfspeed, onsemi, Odyssey Semiconductor, Qorvo, Navitas Semiconductor, and GaN Systems.

KEY ISSUES ADDRESSED

• What are the market dynamics that drive WBG semiconductor demand in North America?

• What are the different WBG semiconductor technologies available in North America?

• What is the North American market potential (revenue) of WBG semiconductors in EVs?

• What are the preferences of North American OEMs and suppliers in adopting these WBG semiconductor technologies, and what is their outlook for the future?

• How will technologies evolve during the next decade with different automotive OEMs?

• Who are the key market players of WBG semiconductors for EVs?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on Wide Bandgap EV Semiconductor Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• EV Market Segmentation by Region
• EV Market Segmentation by Powertrain Type
• EV Market Segmentation by Material Type
• Regional Policies of Semiconductor Chips
• EV Semiconductor Value Chain: Process
• EV Semiconductor Value Chain: Reshuffled and Rebuilding
• WBG Semiconductor Classifications
• EV WBG Semiconductor Materials: Performance
• EV WBG Semiconductor Materials: Performance (continued)
• EV WBG Semiconductor Materials: Performance (continued)
• SiC Semiconductor Wafer Development Timeline
• WBG Semiconductor Patent Landscape
• Merger and Acquisition in Semiconductor Ecosystem
• Key Players: WBG Semiconductor EV Power Ecosystem
• Key Players: WBG Semiconductor EV Power Ecosystem (continued)
• OEM 800 V Electrification Plan: Technology Trends
• OEM 800 V Electrification Plan: Technology Trends (continued)
• EV Semiconductor Applications by Components
• EV Semiconductor Applications by Components (continued)
• EV Semiconductor Applications by Components (continued)
• Growth Metrics
• Growth Drivers
• Growth Drivers Analysis
• Growth Restraints
• Growth Restraints Analysis
• Forecast Assumptions
• Revenue Forecast by Scenario
• Revenue Forecast by Segment: Optimistic Scenario
• Revenue Forecast by Segment: F&S Scenario
• Revenue Forecast by Segment, Conservative Scenario
• Revenue Forecast by EV Components: Optimistic Scenario
• Revenue Forecast by EV Components: F&S Scenario
• Revenue Forecast by EV Components: Conservative Scenario
• Revenue Forecast Analysis
• Competitive Environment

Growth Opportunity Analysis: SiC Semiconductor

• Growth Metrics
• Revenue Forecast by Scenario
• Revenue Forecast by EV Components: Optimistic Scenario
• Revenue Forecast by EV Components: F&S Scenario
• Revenue Forecast by EV Components: Conservative Scenario

Growth Opportunity Analysis: GaN Semiconductor

• Growth Metrics
• Revenue Forecast by Scenario
• Revenue Forecast by EV Components: Optimistic Scenario
• Revenue Forecast by EV Components: F&S Scenario
• Revenue Forecast by EV Components: Conservative Scenario

OEM Profiles

• Tesla: WBG Adoption
• GM: WBG Adoption
• Ford: WBG Adoption
• Lucid: WBG Adoption
• Rivian: WBG Adoption

Supplier Profiles

• Infineon: WBG Adoption
• onsemi: WBG Adoption
• Wolfspeed: WBG Adoption
• Navitas Semiconductor: WBG Adoption
• Qorvo: WBG Adoption
• Odyssey Semiconductor: WBG Adoption

Growth Opportunity Universe

• Growth Opportunity 1: Increasing SiC and GaN WBG Semiconductor Adoption
• Growth Opportunity 1: Increasing SiC and GaN WBG Semiconductor Adoption (continued)
• Growth Opportunity 2: Strategic Partnerships Between SiC and GaN Semiconductor Suppliers
• Growth Opportunity 2: Strategic Partnerships Between SiC and GaN Semiconductor Suppliers (continued)
• Growth Opportunity 3: WBG Semiconductor Manufacturing Facility Development
• Growth Opportunity 3: WBG Semiconductor Manufacturing Facility Development (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer