碳化硅半导体装置市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024 年全球碳化硅半导体元件市场价值为 21 亿美元，预计到 2034 年将以 25.9% 的复合年增长率成长，达到 210 亿美元。这一显着成长源自于全球大力推动脱碳和采用清洁能源技术，尤其是在交通和发电领域。随着产业和政府优先考虑能源效率、永续性和长期成本节约，碳化硅 (SiC) 半导体越来越被视为高性能电力电子的未来。它们具有优异的导热性、高击穿电场以及在更高频率下运作的能力，这使得它们在需要在恶劣操作环境下保持可靠性的应用中至关重要。从智慧电网和再生能源装置到工业驱动器和快速充电基础设施，基于 SiC 的设备正在重新定义操作标准和性能期望。

随着 SiC 技术在电动车 (EV)、航太和国防系统以及大规模电网现代化计划中的日益普及，全球需求持续受到推动。向电动车的加速转变尤其重要，因为汽车製造商面临着提供行驶里程更长、充电时间更短的汽车的压力。 SiC 装置透过最大限度地减少能量损失、提高功率转换效率以及实现紧凑、轻量化的系统来帮助满足这些需求。 SiC 半导体在太阳能逆变器和风力涡轮机中的作用也在不断扩大，其中高效率和坚固性对于优化能量输出和系统耐用性至关重要。同时，国防和航太领域也越来越青睐基于 SiC 的电力系统，因为它们在关键任务和高温环境中具有强大的性能。

市场根据组件进行细分，其中电源模组占据主导地位，2024 年市场规模达 5.81 亿美元。这些模组因其紧凑的架构、减少的外部冷却需求以及在各种终端应用中的提高效率而被广泛采用，包括电动车传动系统、便携式电子设备和工业电源。电动车销量的激增也同时增加了对超快速充电解决方案的需求，而 SiC 功率模组凭藉其低开关损耗和出色的电压处理能力在该领域表现出色。

另一个关键部分是晶圆尺寸，预计 6 吋晶圆将占据市场主导地位，到 2024 年将占据 55.7% 的份额。这些晶圆支援更高的吞吐量和更好的生产经济性，使其成为製造汽车和再生能源行业高压、节能设备的首选。

受美国对清洁能源转型和尖端行动解决方案的战略重点的支持，美国碳化硅半导体装置市场规模到 2024 年将达到 5.059 亿美元。美国电动车製造商正在采用基于 SiC 的系统来提高能源效率和车辆性能，以满足消费者对更快充电和更长续航里程日益增长的需求。

该领域的主要参与者包括安森美、意法半导体、罗姆半导体、Wolfspeed 和英飞凌科技。这些公司正在大力投资研发，以提高设备性能，同时降低製造成本。产能扩张、与汽车原始设备製造商的合作以及与再生能源公司的合作仍然是其市场策略的核心。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
  • 影响价值链的因素
  • 利润率分析
  • 中断
  • 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
• 监管格局
• 衝击力
  • 成长动力
    • SiC半导体装置在消费性电子产品的新兴应用
    • 电动车需求激增
    • 工业自动化倾向日益增强
    • 碳化硅半导体装置在航太和国防领域的应用日益广泛
    • 电网现代化和再生能源专案数量不断增加
  • 产业陷阱与挑战
    • 新兴市场的认知度和采用率有限
    • 来自硅和氮化镓（GaN）的竞争
• 成长潜力分析
• 波特的分析
• PESTEL分析

第四章：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

第五章：市场估计与预测：依组件，2021-2034

• 主要趋势
• 肖特基二极体
• FET/MOSFET电晶体
• 积体电路
• 整流器/二极体
• 电源模组
• 其他的

第六章：市场预估与预测：依晶圆尺寸，2021-2034

• 主要趋势
• 1英寸到4英寸
• 6吋
• 8吋

第七章：市场估计与预测：依产品，2021-2034

• 主要趋势
• 光电器件
• 功率半导体
• 频率装置

第八章：市场估计与预测：依最终用途，2021-2034

• 主要趋势
• 汽车
• 能源与电力
• 消费性电子产品
• 航太与国防
• 医疗器材
• 数据和通讯设备
• 其他的

第九章：市场估计与预测：按地区，2021-2034

• 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

第十章：公司简介

• Alpha & Omega Semiconductor
• Analog Devices
• Bosch Semiconductors
• Coherent Corp.
• Diodes Incorporated
• Fuji Electric
• GeneSiC Semiconductor
• Infineon Technologies
• Littelfuse
• Microchip Technology
• Mitsubishi Electric
• NXP Semiconductors
• onsemi
• Power Integrations
• Qorvo
• ROHM Semiconductor
• Semikron Danfoss
• Solitron Devices
• STMicroelectronics
• Toshiba Electronic Devices & Storage
• Vishay Intertechnology
• WeEn Semiconductors
• Wolfspeed

The Global Silicon Carbide Semiconductor Devices Market was valued at USD 2.1 billion in 2024 and is estimated to grow at a CAGR of 25.9% to reach USD 21 billion by 2034. This exceptional growth stems from a strong global push toward decarbonization and the adoption of clean energy technologies, especially in the transportation and power generation sectors. As industries and governments prioritize energy efficiency, sustainability, and long-term cost savings, silicon carbide (SiC) semiconductors are increasingly seen as the future of high-performance power electronics. Their superior thermal conductivity, high breakdown electric field, and ability to operate at higher frequencies make them critical in applications requiring reliability under harsh operating environments. From smart grids and renewable energy installations to industrial drives and fast-charging infrastructure, SiC-based devices are redefining operational standards and performance expectations.

Global demand continues to be fueled by the rising integration of SiC technology in electric vehicles (EVs), aerospace and defense systems, and large-scale grid modernization initiatives. The accelerating shift to EVs is particularly significant, as automakers are under pressure to deliver vehicles with extended driving ranges and reduced charging times. SiC devices help meet these demands by minimizing energy losses, improving power conversion efficiency, and enabling compact, lightweight systems. The role of SiC semiconductors is also expanding in solar inverters and wind turbines, where high efficiency and ruggedness are critical to optimize energy output and system durability. Meanwhile, defense and aerospace sectors increasingly favor SiC-based power systems for their robust performance in mission-critical and high-temperature environments.

The market is segmented based on components, with power modules leading the charge, accounting for USD 581 million in 2024. These modules are widely adopted for their compact architecture, reduced need for external cooling, and elevated efficiency across various end-use applications, including EV drivetrains, portable electronics, and industrial power supplies. The boom in EV sales has simultaneously heightened the need for ultra-fast charging solutions, a domain where SiC power modules excel thanks to their low switching losses and exceptional voltage handling.

Another pivotal segment is wafer size, with 6-inch wafers expected to dominate the market, capturing a 55.7% share in 2024. These wafers support higher throughput and improved production economics, making them a preferred choice for manufacturing high-voltage, energy-efficient devices across automotive and renewable energy industries.

The U.S. Silicon Carbide Semiconductor Devices Market reached USD 505.9 million in 2024, backed by the nation's strategic focus on clean energy transitions and cutting-edge mobility solutions. U.S.-based EV makers are adopting SiC-based systems to boost energy efficiency and vehicle performance, addressing growing consumer demand for faster charging and longer range.

Key players in this space include onsemi, STMicroelectronics, ROHM Semiconductor, Wolfspeed, and Infineon Technologies. These companies are heavily investing in R&D to enhance device performance while reducing manufacturing costs. Capacity expansions, partnerships with automotive OEMs, and collaborations with renewable energy firms remain central to their market strategies.

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, 2021-2034

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 Emerging use of SiC semiconductor devices in consumer electronics
    • 3.6.1.2 Surge in demand for electric vehicles
    • 3.6.1.3 Rising inclination towards industrial automation
    • 3.6.1.4 Increasing application of silicon carbide semiconductor devices in aerospace and defense applications
    • 3.6.1.5 Growing number of grid modernization and renewable energy projects
  • 3.6.2 Industry pitfalls & challenges
    • 3.6.2.1 Limited awareness and adoption in emerging markets
    • 3.6.2.2 Competition from silicon and gallium nitride (GaN)
• 3.7 Growth potential analysis
• 3.8 Porter’s analysis
• 3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 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 Component, 2021-2034 (USD Million)

• 5.1 Key trends
• 5.2 Schottky diodes
• 5.3 FET/MOSFET transistors
• 5.4 Integrated circuits
• 5.5 Rectifiers/diodes
• 5.6 Power modules
• 5.7 Others

Chapter 6 Market Estimates & Forecast, By Wafer Size, 2021-2034 (USD Million)

• 6.1 Key trends
• 6.2 1 inch to 4 inches
• 6.3 6 inches
• 6.4 8 inches

Chapter 7 Market Estimates & Forecast, By Product, 2021-2034 (USD Million)

• 7.1 Key trends
• 7.2 Optoelectronic devices
• 7.3 Power semiconductors
• 7.4 Frequency devices

Chapter 8 Market Estimates & Forecast, By End Use, 2021-2034 (USD Million)

• 8.1 Key trends
• 8.2 Automotive
• 8.3 Energy & power
• 8.4 Consumer electronics
• 8.5 Aerospace & defense
• 8.6 Medical devices
• 8.7 Data & communication devices
• 8.8 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021-2034 (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 Russia
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 Australia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 Alpha & Omega Semiconductor
• 10.2 Analog Devices
• 10.3 Bosch Semiconductors
• 10.4 Coherent Corp.
• 10.5 Diodes Incorporated
• 10.6 Fuji Electric
• 10.7 GeneSiC Semiconductor
• 10.8 Infineon Technologies
• 10.9 Littelfuse
• 10.10 Microchip Technology
• 10.11 Mitsubishi Electric
• 10.12 NXP Semiconductors
• 10.13 onsemi
• 10.14 Power Integrations
• 10.15 Qorvo
• 10.16 ROHM Semiconductor
• 10.17 Semikron Danfoss
• 10.18 Solitron Devices
• 10.19 STMicroelectronics
• 10.20 Toshiba Electronic Devices & Storage
• 10.21 Vishay Intertechnology
• 10.22 WeEn Semiconductors
• 10.23 Wolfspeed