碳化硅 MOSFET 市场机会、成长驱动因素、产业趋势分析与 2024-2032 年预测

全球碳化硅 MOSFET 市场将于 2023 年达到 20 亿美元，预计 2024 年至 2032 年复合年增长率为 30.1%。碳化硅 MOSFET 是电动车动力系统和充电基础设施中的重要组件，与传统硅基元件相比，可提高效率并最大限度地减少功率损耗。随着政府和汽车製造商加快交通电气化和减少碳排放的努力，对碳化硅 MOSFET 的需求预计将猛增，特别是在电动车提高性能和延长行驶里程的需求变得更加迫切的情况下。碳化硅 MOSFET 市场可依元件类型分为分立式 SiC MOSFET 和模组 SiC MOSFET。

模组 SiC MOSFET 领域预计在预测期内实现 31% 的复合年增长率。这些模组将多个装置与闸极驱动器和热管理系统等附加元件整合在一起，提供紧凑且即用型的解决方案，可增强高功率应用的效能。这种整合简化了碳化硅技术的实施，使其更适合各种应用。从技术节点来看，市场分为150mm晶圆技术与200mm晶圆技术。

到 2032 年，150 毫米晶圆技术领域预计将达到 103 亿美元。儘管 150mm 晶圆在材料处理和製造灵活性方面具有一定优势，但更大的晶圆尺寸正逐渐成为行业标准。到 2023 年，美国碳化硅 MOSFET 市场将占据 67.8% 的巨大份额。美国政府致力于减少碳排放和培育清洁能源技术，从而提高了碳化硅 MOSFET 在各种应用中的利用率，包括电动车和再生能源系统。

此外，5G 基础设施的快速部署和国家在半导体创新方面的领先地位继续推动对 SiC MOSFET 的需求，为未来几年的持续成长奠定了市场基础。

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
  • 影响价值链的因素
  • 利润率分析
  • 干扰
  • 未来展望
  • 製造商
  • 经销商
• 供应商格局
• 利润率分析
• 重要新闻和倡议
• 监管环境
• 衝击力
  • 成长动力
    • 电动车 (EV) 需求不断增长
    • 再生能源产业的成长
    • 航太和国防领域的采用率增加
    • 政府支持和投资
  • 产业陷阱与挑战
    • 生产成本高
    • 整合中的技术挑战
• 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：按设备类型，2021-2032 年

• 主要趋势
• 分立式 SiC MOSFET
• 模组 SiC MOSFET

第 6 章：市场估计与预测：依电压范围划分，2021-2032 年

• 主要趋势
• 650V
• 900V
• 1200V
• 1700V
• 3300V以上

第 7 章：市场估计与预测：按应用划分，2021-2032 年

• 主要趋势
• 电源
• 逆变器
• 电动车 (EV)
• 工业设备
• 其他的

第 8 章：市场估计与预测：按技术划分，2021-2032 年

• 主要趋势
• 150mm晶圆技术
• 200mm晶圆技术

第 9 章：市场估计与预测：依最终用途产业，2021-2032 年

• 主要趋势
• 汽车
• 工业的
• 消费性电子产品
• 电信
• 其他的

第 10 章：市场估计与预测：按地区划分，2021-2032 年

• 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
  • 俄罗斯
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲
• 拉丁美洲
  • 巴西
  • 墨西哥
• MEA
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第 11 章：公司简介

• Alpha & Omega Semiconductor
• CISSOID SA
• Danfoss Silicon Power GmbH
• Dynex Semiconductor Ltd.
• Fuji Electric Co., Ltd.
• GeneSiC Semiconductor
• Global Power Technologies Group (GPTG)
• Hitachi Power Semiconductor Device, Ltd.
• II-VI Incorporated (now Coherent Corp.)
• Infineon Technologies AG
• Littelfuse, Inc.
• Microchip Technology Inc.
• Mitsubishi Electric Corporation
• ON Semiconductor
• Renesas Electronics Corporation
• ROHM Semiconductor
• STARCHIP
• STMicroelectronics
• Toshiba Corporation
• TT Electronics
• UnitedSiC (now part of Qorvo)
• Vishay Intertechnology
• Wolfspeed (Cree Inc.)
• X-FAB Silicon Foundries

The Global Silicon Carbide MOSFETs Market reached USD 2 billion in 2023 and is projected to grow at a 30.1% CAGR from 2024 to 2032. This remarkable growth is primarily driven by the increasing global adoption of electric vehicles (EVs). Silicon carbide MOSFETs are essential components in EV powertrains and charging infrastructures, providing enhanced efficiency and minimizing power loss compared to conventional silicon-based devices. As governments and automotive manufacturers accelerate efforts to electrify transportation and cut carbon emissions, the demand for silicon carbide MOSFETs is expected to soar, particularly as the need for improved performance and extended driving range in EVs becomes more critical. The market for silicon carbide MOSFETs can be segmented by device type into discrete SiC MOSFETs and module SiC MOSFETs.

The module SiC MOSFET segment is anticipated to achieve a CAGR of 31% during the forecast period. These modules integrate multiple devices with additional components like gate drivers and thermal management systems, providing a compact and ready-to-use solution that enhances performance in high-power applications. This integration simplifies the implementation of silicon carbide technology, making it more accessible for various applications. In terms of technology nodes, the market is divided into 150mm wafer technology and 200mm wafer technology.

The 150mm wafer technology segment is expected to reach USD 10.3 billion by 2032. This technology involves 150mm diameter silicon wafers for manufacturing SiC MOSFETs, typically utilized in niche applications where cost and production volume are manageable. Although 150mm wafers offer certain advantages in material handling and manufacturing flexibility, larger wafer sizes are gradually becoming the standard in the industry. The U.S. silicon carbide MOSFETs market accounts for a substantial 67.8% share in 2023. The growth in this market segment is fueled by robust demand from the electric vehicle industry, the renewable energy sector, and advanced power electronics applications. The U.S. government's commitment to reducing carbon emissions and fostering clean energy technologies has resulted in increased utilization of silicon carbide MOSFETs in various applications, including EVs and renewable energy systems.

Furthermore, the rapid rollout of 5G infrastructure and the nation's leadership in semiconductor innovation continue to drive the demand for SiC MOSFETs, positioning the market for sustained growth in the coming years.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculations
• 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 synopsis, 2021-2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Key news & initiatives
• 3.5 Regulatory landscape
• 3.6 Impact forces
  • 3.6.1 Growth drivers
    • 3.6.1.1 Increasing demand for electric vehicles (EVs)
    • 3.6.1.2 Growth of renewable energy sector
    • 3.6.1.3 Increased adoption in aerospace and defense
    • 3.6.1.4 Government support and investment
  • 3.6.2 Industry pitfalls & challenges
    • 3.6.2.1 High production costs
    • 3.6.2.2 Technical challenges in integration
• 3.7 Growth potential analysis
• 3.8 Porter's analysis
• 3.9 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 Device Type, 2021-2032 (USD Million) (Volume Units)

• 5.1 Key trends
• 5.2 Discrete SiC MOSFETs
• 5.3 Module SiC MOSFETs

Chapter 6 Market Estimates & Forecast, By Voltage Range, 2021-2032 (USD Million) (Volume Units)

• 6.1 Key trends
• 6.2 650V
• 6.3 900V
• 6.4 1200V
• 6.5 1700V
• 6.6 3300V and above

Chapter 7 Market Estimates & Forecast, By Application, 2021-2032 (USD Million) (Volume Units)

• 7.1 Key trends
• 7.2 Power supplies
• 7.3 Inverters
• 7.4 Electric vehicles (EVs)
• 7.5 Industrial equipment
• 7.6 Others

Chapter 8 Market Estimates & Forecast, By Technology, 2021-2032 (USD Million) (Volume Units)

• 8.1 Key trends
• 8.2 150mm wafer technology
• 8.3 200mm wafer technology

Chapter 9 Market Estimates & Forecast, By End-use Industry, 2021-2032 (USD Million) (Volume Units)

• 9.1 Key trends
• 9.2 Automotive
• 9.3 Industrial
• 9.4 Consumer electronics
• 9.5 Telecommunications
• 9.6 Others

Chapter 10 Market Estimates & Forecast, By Region, 2021-2032 (USD Million) (Volume Units)

• 10.1 Key trends
• 10.2 North America
  • 10.2.1 U.S.
  • 10.2.2 Canada
• 10.3 Europe
  • 10.3.1 UK
  • 10.3.2 Germany
  • 10.3.3 France
  • 10.3.4 Italy
  • 10.3.5 Spain
  • 10.3.6 Russia
• 10.4 Asia Pacific
  • 10.4.1 China
  • 10.4.2 India
  • 10.4.3 Japan
  • 10.4.4 South Korea
  • 10.4.5 Australia
• 10.5 Latin America
  • 10.5.1 Brazil
  • 10.5.2 Mexico
• 10.6 MEA
  • 10.6.1 South Africa
  • 10.6.2 Saudi Arabia
  • 10.6.3 UAE

Chapter 11 Company Profiles

• 11.1 Alpha & Omega Semiconductor
• 11.2 CISSOID SA
• 11.3 Danfoss Silicon Power GmbH
• 11.4 Dynex Semiconductor Ltd.
• 11.5 Fuji Electric Co., Ltd.
• 11.6 GeneSiC Semiconductor
• 11.7 Global Power Technologies Group (GPTG)
• 11.8 Hitachi Power Semiconductor Device, Ltd.
• 11.9 II-VI Incorporated (now Coherent Corp.)
• 11.10 Infineon Technologies AG
• 11.11 Littelfuse, Inc.
• 11.12 Microchip Technology Inc.
• 11.13 Mitsubishi Electric Corporation
• 11.14 ON Semiconductor
• 11.15 Renesas Electronics Corporation
• 11.16 ROHM Semiconductor
• 11.17 STARCHIP
• 11.18 STMicroelectronics
• 11.19 Toshiba Corporation
• 11.20 TT Electronics
• 11.21 UnitedSiC (now part of Qorvo)
• 11.22 Vishay Intertechnology
• 11.23 Wolfspeed (Cree Inc.)
• 11.24 X-FAB Silicon Foundries