宽带隙 (WBG) 半导体的全球市场增长机会

在节能、高性能电子产品需求的推动下，全球宽带隙 (WBG) 半导体市场预计将在未来十年经历前所未有的增长。 对绿色能源的需求不断增长、电池系统从 400V 向 800V 迁移、小型化趋势以及现代电子产品对高速、高产量、高性能和高效率的需求正在推动市场。

本报告研究和分析全球宽带隙 (WBG) 半导体市场，提供有关增长机会、驱动因素和製约因素、市场规模和增长前景的信息。

内容

战略要务

• 为什么越来越难成长？
• 战略要务 8 (TM)
• 三大战略要务对 WBG 半导体行业的影响
• 增长机会推动增长管道引擎 (TM)

增长机会分析

• 分析范围
• WBG 半导体 - GaN 和 SiC 的定义和意义
• Si困境与WBG解决方案
• 硅半导体和宽禁带半导体的区别
• WBG 设备的特性和对系统性能的影响
• WBG 半导体市场构成 - 2022 年和 2032 年
• 细分：按最终用户
• 分段：按额定电压
• 主要竞争对手
• 增长指标
• 分销渠道
• 增长动力
• 增长动力分析
• 抑制增长的因素
• 生长抑制因素分析
• 预测假设
• 收入预测
• 利润预测：按材料
• SiC 和 GaN 半导体 - 比较
• SiC 製造价值链
• GaN 製造价值链
• 收入预测：按最终用户分类
• 使用 WBG 半导体的新应用
• 全球半导体形势下SiC和GaN的渗透
• 收入预测：按地区
• 以半导体为重点的全球政策和举措
• 收入预测：按额定电压
• 收入预测：按组成部分
• 收入预测分析
• WBG 半导体可降低成本
• 价格趋势和预测分析
• 竞争环境
• 收益分成
• 收益分成分析
• 主要公司的竞争力
• 竞争分析
• 主要参与者 - 产品和应用亮点 (2022)

市场趋势

• 趋势 1：半导体晶圆尺寸的演变
• 趋势 2：金刚石作为 WBG 半导体的案例
• 趋势 3：垂直 GaN（GaN-on-GaN）
• 趋势 4：WBG 半导体封装趋势
• 趋势 5：从平面结构转向沟槽 SiC 晶体管结构以获得更高的功率密度和更低的导通电阻

印度的 WBG 半导体生态系统

• 印度电子生态系统和芯片需求
• 印度的半导体政策
• 印度的 WBG 半导体生态系统

增长机会分析 - 汽车

• 增长指标
• 收入预测
• 利润预测：按材料
• 收入预测：按地区
• 收入预测：按额定电压
• 收入预测：按组成部分
• 预测分析
• 典型的汽车碳化硅供应链
• 汽车製造商在内部製造和设计牵引逆变器
• 2023 年特斯拉投资者日演讲席捲 WBG 市场
• EV 动力总成中 Si 和 SiC 的比较
• 竞争环境
• 收益分成

增长机会分析 - 工业

• 增长指标
• 收入预测
• 利润预测：按材料
• 收入预测：按地区
• 收入预测：按额定电压
• 收入预测：按组成部分
• 预测分析
• 竞争环境
• 收益分成

增长机会分析 - 消费电子

• 增长指标
• 收入预测
• 利润预测：按材料
• 收入预测：按地区
• 收入预测：按额定电压
• 收入预测：按组成部分
• 预测分析
• 竞争环境

增长机会分析 - 通信/IT

• 增长指标
• 收入预测
• 利润预测：按材料
• 收入预测：按地区
• 收入预测：按额定电压
• 收入预测：按组成部分
• 预测分析
• 5G 部署 - 情况（2022 年）
• 竞争环境

增长机会分析 - 能源公用事业

• 增长指标
• 收入预测
• 利润预测：按材料
• 收入预测：按地区
• 收入预测：按额定电压
• 收入预测：按组成部分
• 预测分析
• WBG Semiconductors - 帮助实现绿色氢经济
• 竞争环境
• 收益分成

WBG 半导体和可持续性

• 可持续性和循环经济的 5 大趋势
• 半导体生态系统与联合国可持续发展目标保持一致对于为脱碳铺平道路至关重要
• 联合国可持续发展目标
• STMicroelectronics
• Onsemi
• Infineon Technologies
• Navitas Semiconductor

成长机会

• 增长机会 1：用于电力电子应用的 GaN 器件
• 增长机会 2：数字化转型
• 增长机会 3：通过可持续发展扩大收入
• 增长机会 4：下一代检测和测量技术
• 增长机会 5：通过垂直整合确保质量和供应安全
• 增长机会 6：最终用途行业的能效立法
• 增长机会 7：工业 4.0 和自动化

下一步

Transition of EVs to 800 V Battery Systems, 5G Deployments, Need for Higher Efficiency, and Focus on Sustainability Will Fuel Transformational Growth of Wide Bandgap Semiconductors through 2032

The global wide bandgap (WBG) semiconductor market is expected to witness unprecedented growth during the next 10 years as industries look for energy-efficient and high-performance electronics. This study focuses on SiC and GaN-based devices (SiC power, GaN power, and RF GaN semiconductor), which are gaining prominence across end-user industries due to their characteristics supporting high voltage, switching frequency, and efficiency. The report analyzes WBG semiconductor growth potential in each end-user industry. With transformative Mega Trends, such as electric mobility, 5G deployments, and renewable electricity, gaining full steam, the study showcases how WBG semiconductors will support these trends. In addition, it analyzes the industry reshaping with vertical integration and the impact of the ongoing geopolitical chaos.

The study identifies key growth opportunities and factors that will boost or restrain market growth. With 2022 as the base year, the report estimates market size and future growth prospects up to 2032. It follows a specific methodology that includes discussions with senior management of the WBG semiconductor ecosystem supported by secondary research.

The report analyzes the market based on end-user, material, component, voltage ratings, and geography. It offers an in-depth analysis with segmentation by end-users, including automotive, industrial, consumer electronics, communications & IT, and energy & utility. The segmentation by voltage ratings includes less than 650 V, 650 V to 1700 V, and more than 1700 V. Segmentation by materials covers silicon carbide (SiC) and gallium nitride (GaN), and component type analysis is done for discretes and modules.

The study offers a regional perspective of demand patterns in various advanced and emerging markets of:

• Americas: Includes North America (US and Canada), Latin America (Brazil, Mexico, Argentina, and Central and South America), and others, such as Caribbean Islands

• Europe, Middle East, and Africa (EMEA), including Russia

• Asia-Pacific (APAC): Countries on the western border of the Pacific Ocean, including those on the Indo-Chinese Peninsula and the Pacific Islands, as well as Central Asia

A few driving factors of the WBG semiconductor market are rising green energy demand, transition of e-mobility from 400 V to 800 V battery systems, miniaturization trend, and the need for high speed, power, performance, and efficiency in modern-day electronic devices.

The study identifies crystal defects in WBG substrates, relatively less technological maturity, electromagnetic interference/electromagnetic compatibility (EMI/EMC) concerns with WBG, unfavorable geopolitical scenarios, and supply-demand imbalance as primary market restraints.

In addition, this report offers the following:

• Analysis of pricing trends in the WBG semiconductor market

• In-depth analysis of each end-user sector and WBG opportunity

• SiC and GaN penetration of the global semiconductor landscape

• Discussion of semiconductor wafer size evolution

• Comparison of WBG semiconductors with silicon

• Key market trend analysis includes vertical GaN development, evolution of transistor structure, green hydrogen economy, and emergence and potential of next-generation WBG technologies

• Analysis of SiC and GaN manufacturing value chain

• Key semiconductor initiatives worldwide and implications on the WBG semiconductor landscape

• Competitive analysis of key player market shares

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 the WBG Semiconductor Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• WBG Semiconductors-Definition and Significance of GaN and SiC
• The Si Dilemma and the WBG Solution
• Differentiation between Silicon and WBG Semiconductors
• Differentiation between Silicon and WBG Semiconductors (continued)
• Properties and the Impact of WBG Devices on System Performance
• Composition of the WBG Semiconductor Market-2022 and 2032
• Segmentation by End Users
• Segmentation by Voltage Rating
• Key Competitors
• Growth Metrics
• Distribution Channels
• Growth Drivers
• Growth Driver Analysis
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Restraints
• Growth Restraint Analysis
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Forecast Assumptions
• Revenue Forecast
• Revenue Forecast by Material
• SiC and GaN Semiconductors-A Comparison
• SiC Manufacturing Value Chain
• GaN Manufacturing Value Chain
• Revenue Forecast by End User
• Emerging Applications Employing WBG Semiconductors
• Penetration of SiC and GaN in the Global Semiconductor Landscape
• Revenue Forecast by Region
• Global Semiconductor-focused Policies and Initiatives
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Revenue Forecast Analysis
• Revenue Forecast Analysis (continued)
• Revenue Forecast Analysis (continued)
• WBG Semiconductors Enable Cost Savings
• Pricing Trends and Forecast Analysis
• Pricing Trends and Forecast Analysis (continued)
• Competitive Environment
• Revenue Share
• Revenue Share Analysis
• Revenue Share Analysis (continued)
• Competitiveness of Major Companies
• Analysis of Competition
• Analysis of Competition (continued)
• Top Participants-Product and Application Highlights, 2022
• Top Participants-Product and Application Highlights, 2022 (continued)

Market Trends

• Trend 1: Semiconductor Wafer Size Evolution
• Trend 1: Semiconductor Wafer Size Evolution (continued)
• Trend 2: The Case of Diamond as a WBG Semiconductor
• Trend 2: The Case of Diamond as a WBG Semiconductor (continued)
• Trend 3: Vertical GaN (GaN-on-GaN)
• Trend 4: Packaging Trends in WBG Semiconductors
• Trend 4: Packaging Trends in WBG Semiconductors (continued)
• Trend 5: Move from Planar to Trench SiC Transistor Structures for Higher Power Density and Lower Conduction Resistance

Indian WBG Semiconductor Ecosystem

• Indian Electronics Ecosystem and the Demand for Chips
• The Indian Semiconductor Policy
• India WBG Semiconductor Ecosystem

Growth Opportunity Analysis-Automotive

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• Forecast Analysis (continued)
• Typical Automotive SiC Supply Chain
• Automakers are Manufacturing and Designing Traction Inverters In-House
• 2023 Tesla Investor Day Presentation Takes the WBG Market by Storm
• SiC Compared to Si in EV Powertrain
• Competitive Environment
• Revenue Share

Growth Opportunity Analysis-Industrial

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• Competitive Environment
• Revenue Share

Growth Opportunity Analysis-Consumer Electronics

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• Competitive Environment

Growth Opportunity Analysis-Communication & IT

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• 5G Deployments-State of Affairs, 2022
• Competitive Environment

Growth Opportunity Analysis-Energy & Utility

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• WBG Semiconductors-Aiding in Enabling the Green Hydrogen Economy
• Competitive Environment
• Revenue Share

WBG Semiconductors and Sustainability

• Top 5 Trends for Sustainability and the Circular Economy
• Semiconductor Ecosystem Alignment with UN SDGs Critical to Paving the Path to Decarbonization
• Semiconductor Ecosystem Alignment with UN SDGs Critical to Paving the Path to Decarbonization (continued)
• UN Sustainable Development Goals
• STMicroelectronics
• Onsemi
• Infineon Technologies
• Navitas Semiconductor

Growth Opportunity Universe

• Growth Opportunity 1: GaN Devices in Power Electronic Applications
• Growth Opportunity 1: GaN Devices in Power Electronic Applications (continued)
• Growth Opportunity 2: Digital Transformation
• Growth Opportunity 2: Digital Transformation (continued)
• Growth Opportunity 3: Boosting Profits through Sustainability
• Growth Opportunity 3: Boosting Profits through Sustainability (continued)
• Growth Opportunity 4: Next-Generation Inspection and Metrology Techniques
• Growth Opportunity 4: Next-Generation Inspection and Metrology Techniques (continued)
• Growth Opportunity 5: Quality and Supply Security with Vertical Integration
• Growth Opportunity 5: Quality and Supply Security with Vertical Integration (continued)
• Growth Opportunity 6: Power Efficiency Legislations Across End-user Industries
• Growth Opportunity 6: Power Efficiency Legislations Across End-user Industries (continued)
• Growth Opportunity 7: Industry 4.0 and Automation
• Growth Opportunity 7: Industry 4.0 and Automation (continued)

Next Steps

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