GaN 衬底市场机会、成长动力、产业趋势分析与 2024 - 2032 年预测

2023 年全球GaN 基板市场价值为2.414 亿美元，预计2024 年至2032 年复合年增长率为10%。性能等优异的性能。汽车、工业和消费性电子产品等产业对节能功率元件的需求不断增长，推动了 GaN 基板的采用。这些基板有助于实现更紧凑、更有效率、更稳健的电源解决方案。整个 GaN 衬底产业根据产品类型、晶圆尺寸、最终用途、应用和地区进行分类。

市场将产品分为 GaN-on-SiC（碳化硅）、GaN-on-Si（硅）、GaN-on-Sapphire、块状 GaN 基板等。预计到2032 年，碳化硅基氮化镓(GaN-on-SiC) 领域的产值将超过1.5 亿美元。性和处理高功率的能力而备受追捧，使其成为射频设备和高功率电子产品。它在电信和国防领域的吸引力凸显了对高性能材料的需求。凭藉在较高频率和温度下的效率，碳化硅基氮化镓正在成为 5G 基础设施和雷达系统的首选材料，推动其市场成长。

GaN 基板的应用涵盖电力电子、LED、RF 装置、光电探测器、MEMS、雷射二极体、太阳能电池和感测器。电力电子领域正在成为成长最快的领域，预计 2024 年至 2032 年复合年增长率将超过 14%。 GaN 的卓越特性使其成为高亮度 LED 的理想选择，广泛应用于消费性电子产品、汽车照明和普通照明。永续技术的趋势和智慧照明系统的兴起进一步增强了 GaN 在 LED 製造中的作用，不断创新带来更有效率的产品。

2023年，北美以超过29%的市占率引领GaN基板市场。该地区的强劲成长得益于其对电信、汽车和国防先进技术的重视。美国因其对 5G 基础设施的巨额投资和电动车的普及而脱颖而出。主要科技公司的存在和强大的半导体产业进一步放大了对 GaN 基板的需求。

目录

第 1 章：方法与范围

第 2 章：执行摘要

第 3 章：产业洞察

• 产业生态系统分析
• 供应商矩阵
• 利润率分析
• 技术与创新格局
• 专利分析
• 重要新闻和倡议
• 监管环境
• 衝击力
  • 成长动力
    • 对高效能电力电子设备的需求不断增长
    • 5G技术的进步
    • 电动车 (EV) 市场的扩大
    • 再生能源系统的采用率提高
    • 在航太和国防领域的应用不断增长
  • 产业陷阱与挑战
    • 製造成本高
    • 规模化生产的技术挑战
• 成长潜力分析
• 波特的分析
• PESTEL分析

第 4 章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第 5 章：市场估计与预测：依产品类型，2021 - 2032

• 主要趋势
• GaN-on-SiC（碳化硅）基板
• 硅基氮化镓（硅）基板
• 蓝宝石基氮化镓基板
• 块状氮化镓基板
• 其他的

第 6 章：市场估计与预测：依晶圆尺寸，2021 - 2032

• 主要趋势
• 2吋晶圆
• 4吋晶圆
• 6吋晶圆
• 8吋以上晶圆

第 7 章：市场估计与预测：依最终用途产业，2021 - 2032 年

• 主要趋势
• 消费性电子产品
• 电信
• 汽车
• 航太与国防
• 卫生保健
• 工业的
• 能源与电力
• 资料中心
• 其他的

第 8 章：市场估计与预测：依应用分类，2021 - 2032

• 主要趋势
• LED
• 电力电子
• 射频 (RF) 设备
• 雷射二极体
• 光电探测器
• 微机电系统
• 太阳能电池
• 感应器

第 9 章：市场估计与预测：按地区，2021 - 2032

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 欧洲其他地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳新银行
  • 亚太地区其他地区
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 拉丁美洲其他地区
• MEA
  • 阿联酋
  • 南非
  • 沙乌地阿拉伯
  • MEA 的其余部分

第 10 章：公司简介

• Aixtron SE
• Broadcom Inc.
• DOWA Electronics Materials Co., Ltd.
• EpiGaN
• Galanz
• II-VI Incorporated
• Infineon Technologies
• Jasper Display Corp.
• LED Engin (a division of OSRAM)
• Mitsubishi Electric
• Nichia Corporation
• NXP Semiconductors
• Qorvo
• Rohm Semiconductor
• Samsung Electronics
• STMicroelectronics
• Sumitomo Electric Industries, Ltd.
• TDK Corporation
• Wolfspeed

The Global GaN Substrate Market was valued at USD 241.4 million in 2023 and is projected to grow at a CAGR of 10% from 2024 to 2032. Gallium Nitride (GaN) substrates play a pivotal role in power electronics, boasting superior electrical properties such as faster switching speeds, higher breakdown voltage, and reduced on-resistance when compared to common silicon substrates. The rising demand for energy-efficient power devices across sectors like automotive, industrial, and consumer electronics is propelling the adoption of GaN substrates. These substrates facilitate more compact, efficient, and robust power solutions. The overall GaN substrate industry is classified based on product type, wafer size, end-use, application, and region.

The market categorizes products into GaN-on-SiC (Silicon Carbide), GaN-on-Si (Silicon), GaN-on-Sapphire, bulk GaN substrates, and others. The GaN-on-SiC segment is projected to surpass USD 150 million by 2032. The GaN-on-SiC (Silicon Carbide) segment is highly sought after for its exceptional thermal conductivity and capability to handle high power, making it a prime choice for RF devices and high-power electronics. Its traction in telecommunications and defense underscores the demand for high-performance materials. With its efficiency at elevated frequencies and temperatures, GaN-on-SiC is becoming the preferred material for 5G infrastructure and radar systems, propelling its market growth.

Applications of GaN substrates span across power electronics, LEDs, RF devices, photodetectors, MEMS, laser diodes, solar cells, and sensors. The power electronics segment is emerging as the fastest-growing area, with a projected CAGR of over 14% from 2024 to 2032. LEDs stand out as a primary application for GaN substrates, driven by the global push for energy-efficient lighting and advanced displays. GaN's superior properties make it ideal for high-brightness LEDs, prevalent in consumer electronics, automotive lighting, and general illumination. The trend towards sustainable technologies and the rise of smart lighting systems further bolster GaN's role in LED manufacturing, with continuous innovations leading to more efficient products.

In 2023, North America led the GaN substrate market with a share exceeding 29%. The region's robust growth is fueled by its emphasis on advanced technologies in telecommunications, automotive, and defense. The U.S. stands out due to its hefty investments in 5G infrastructure and the rising adoption of electric vehicles. The presence of major tech firms and a strong semiconductor industry further amplifies the demand for GaN substrates.Moreover, initiatives from the government promoting energy efficiency and sustainable technologies are poised to bolster North America's market expansion.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definition
• 1.2 Base estimates & calculations
• 1.3 Forecast calculation
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis, 2021 - 2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Vendor matrix
• 3.3 Profit margin analysis
• 3.4 Technology & innovation landscape
• 3.5 Patent analysis
• 3.6 Key news and initiatives
• 3.7 Regulatory landscape
• 3.8 Impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Rising demand for high-efficiency power electronics
    • 3.8.1.2 Advancements in 5G technology
    • 3.8.1.3 Expansion of the electric vehicle (EV) market
    • 3.8.1.4 Increased adoption in renewable energy systems
    • 3.8.1.5 Growing applications in aerospace and defense
  • 3.8.2 Industry pitfalls & challenges
    • 3.8.2.1 High manufacturing costs
    • 3.8.2.2 Technical challenges in large-scale production
• 3.9 Growth potential analysis
• 3.10 Porter's analysis
  • 3.10.1 Supplier power
  • 3.10.2 Buyer power
  • 3.10.3 Threat of new entrants
  • 3.10.4 Threat of substitutes
  • 3.10.5 Industry rivalry
• 3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Product Type, 2021 - 2032 (USD million)

• 5.1 Key trends
• 5.2 GaN-on-SiC (Silicon Carbide) substrates
• 5.3 GaN-on-Si (Silicon) substrates
• 5.4 GaN-on-Sapphire substrates
• 5.5 Bulk GaN substrates
• 5.6 Others

Chapter 6 Market Estimates & Forecast, By Wafer Size, 2021 - 2032 (USD million)

• 6.1 Key trends
• 6.2 2-inch wafers
• 6.3 4-inch wafers
• 6.4 6-inch wafers
• 6.5 8-inch wafers and above

Chapter 7 Market Estimates & Forecast, By End Use Industry, 2021 - 2032 (USD million)

• 7.1 Key trends
• 7.2 Consumer electronics
• 7.3 Telecommunications
• 7.4 Automotive
• 7.5 Aerospace & defense
• 7.6 Healthcare
• 7.7 Industrial
• 7.8 Energy & power
• 7.9 Data center
• 7.10 Others

Chapter 8 Market Estimates & Forecast, By Application, 2021 - 2032 (USD million)

• 8.1 Key trends
• 8.2 LEDs
• 8.3 Power electronics
• 8.4 Radio frequency (RF) devices
• 8.5 Laser diodes
• 8.6 Photodetectors
• 8.7 MEMS
• 8.8 Solar cells
• 8.9 Sensors

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2032 (USD million)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 ANZ
  • 9.4.6 Rest of Asia Pacific
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Rest of Latin America
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 South Africa
  • 9.6.3 Saudi Arabia
  • 9.6.4 Rest of MEA

Chapter 10 Company Profiles

• 10.1 Aixtron SE
• 10.2 Broadcom Inc.
• 10.3 DOWA Electronics Materials Co., Ltd.
• 10.4 EpiGaN
• 10.5 Galanz
• 10.6 II-VI Incorporated
• 10.7 Infineon Technologies
• 10.8 Jasper Display Corp.
• 10.9 LED Engin (a division of OSRAM)
• 10.10 Mitsubishi Electric
• 10.11 Nichia Corporation
• 10.12 NXP Semiconductors
• 10.13 Qorvo
• 10.14 Rohm Semiconductor
• 10.15 Samsung Electronics
• 10.16 STMicroelectronics
• 10.17 Sumitomo Electric Industries, Ltd.
• 10.18 TDK Corporation
• 10.19 Wolfspeed