汽车 SiC 功率半导体的全球市场

Global Trends in the Automotive SiC Power Semiconductor Industry (pre-order)

出版日期: 2023年05月15日 | 出版商:

MIC - Market Intelligence & Consulting Institute | 英文 20 Pages | 商品交期: 3-5个工作天内

价格

简介目录图表

儘管面临疫情反復、经济不稳定、投资和交易下滑、地缘政治因素导致供应链中断等挑战，第3代半导体行业开始对2022年表现出兴奋之情。由于全球努力实现净零碳排放和向绿色能源过渡，功率器件中使用的 SiC（碳化硅）材料正受到市场关注。 SiC器件具有低功耗和高性能的特点，随着家电产品性能最大化的趋势，未来有望在电动汽车中得到广泛应用。

本报告审视全球汽车碳化硅功率半导体市场，提供市场概况、行业趋势，以及全球前五名碳化硅器件製造商（意法半导体、英飞凌、Wolfspeed、罗姆、ONSEMI）的发展趋势总结。

内容

第一章全球车用SiC功率半导体市场发展情况

全球净零碳排放推动电动汽车的发展
通过 xEv 开发显着增加功率元件的使用和价值
SiC 的出现弥补了传统硅基半导体材料的局限性
800V+SiC规格成为电动车主流
由于对电动汽车的需求不断增长，全球市场对 SiC 功率半导体的需求不断扩大

第二章全球SiC功率半导体产业发展情况

全球SiC功率半导体产业高度集中
上游衬底和外延是SiC功率半导体产业的主要瓶颈
全球5大SiC器件供应商发展趋势
大规模生产、8 英寸生产、内部製造和战略联盟是主要行业趋势
- 大规模生产：随着对 SiC 的需求增加，扩大产能成为製造商的主要目标

第2章4.2

8 英寸生产：主要製造商努力优化基板技术以进行量产

第2章4.3

自产：垂直整合或成全球SiC产业主流发展趋势
- 战略联盟：汽车製造商在碳化硅产业链中的影响力不断增强
政府政策是碳化硅行业发展的关键驱动力
- 美国：碳化硅产业的发展取决于军事和国防部门
- 欧洲：利用传统汽车产业的需求，实施区域一体化项目
- 中国：通过军民融合政策在国家层面推动 IDM 专业化

第三章未来展望

附录

公司名单

简介目录图表

Product Code: SCRPT23051501

The third-generation semiconductor industry has begun to gain momentum in 2022, despite challenges such as repeated outbreaks of the pandemic, economic instability, reduced investment and trades, and supply chain disruptions caused by geopolitical factors. SiC (Silicon Carbide) materials used in power devices have been grabbing market attention due to global efforts to achieve net-zero carbon emissions and the transition to green energy. Components associated with these semiconductors are rapidly moving from research and development to mass production. As EV (Electronic Vehicles) industry continues to boom, the demand for electric vehicle performance is also increasing. SiC devices characterized by low energy consumption and high performance are expected to be widely adopted in electric vehicles in the future, in line with the trends towards maximizing the performance of consumer electronics. The development of the third-generation semiconductor industry, represented by SiC, is thus likely to become a global trend. This report provides an overview of the global automotive SiC power semiconductor market and industry development and examines the key trends in the development of the global top-five SiC device suppliers, including STMicroelectronics, Infineon, Wolfspeed, Rohm, and Onsemi.

1.Development of the Global Automotive SiC Power Semiconductor Market

1.1 Global Net-zero Carbon Emission Initiatives Drive the Development of Electric Vehicles
1.2 Significant Increases in Usage and Value of Power Components under xEv Development
1.3 The Emergence of SiC Compensates for Limitations of Traditional Si-based Semiconductor Materials
1.4 800V+SiC Specifications Becomes the Mainstream Trend in Electric Vehicle
1.5 The Expansion of Electric Vehicle Demand to Boost Global Market Demand for SiC Power Semiconductors

2.Development of the Global SiC Power Semiconductor Industry

2.1 Global SiC Power Semiconductor Industry Has High Market Concentration
2.2 Upstream Substrates and Epitaxy as Major Bottlenecks in the SiC Power Semiconductor Industry
2.3 Trends in the Development of the World’s Top Five SiC Device Suppliers
2.4 Large-scale Production, 8-inch Production, In-house Manufacturing, and Strategic Alliances are Key Industry Trends
- 2.4.1 Large-scale Production: Expanding Production Capacity as the Primary Goal for Manufacturers amid Increased SiC Demand

2.4.2

8-inch Production: Leading Manufacturers Strive to Optimize Substrate Technology to Achieve Mass Production

2.4.3

In-house Manufacturing: Vertical Integration Likely to Become the Mainstream Development Trend in the Global SiC Industry

2.4.4 Strategic Alliances: Carmakers' Influence in the SiC Industry Chain Increases

2.5 Government Policies are a Key Driver for the Development of the SiC Industry
- 2.5.1 The US: Relies on the Military and Defense Sectors to Drive SiC Industry Development
- 2.5.2 Europe: Leverages Demand from the Traditional Automotive Industry and Implements Regional Integration Projects
- 2.5.3 China: Promoting National-level IDM Specialization at National Level through the Military-Civil Integration Policy

3.MIC Perspective

Appendix

List of Companies

List of Tables

Table 1: Physical Performance Differences between Traditional Si Semiconductors and Third-generation Semiconductors based on SiC
Table 2: Main Reasons for Difficulties in SiC Substrate Production
Table 3: Trends in the Development of Major SiC Power Semiconductor Manufacturers Worldwide
Table 4: Strategic Alliances of Major SiC Device Suppliers

List of Figures

Figure 1: Net-zero Carbon Emission Targets of Major Countries Worldwide
Figure 2: Timeline of Carmakers Introducing SiC MOSFETs in their Vehicles
Figure 3: Global SiC Power Device Market Forecast by Application, 2019 - 2025
Figure 4: Global Market Share of SiC Substrates (Left) and SiC Power Devices (Right)
Figure 3: SiC Wafer Manufacturing Process and Production Cost Breakdown
Figure 4: Vertical Integration and Substrate Supply of Key SiC Manufacturers Worldwide

简介目录图表