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碳化硅市场-2024年至2029年预测Silicon Carbide Market - Forecasts from 2024 to 2029 |
预计2024年碳化硅市场规模约16.72亿美元,预计2029年将成长至48.63亿美元,复合年增长率为23.80%。
全球碳化硅(SiC)市场预计将以更高的成长率成长,这主要是由于全球家用电子电器的需求不断增加。按类型细分碳化硅市场,氮化硅结合碳化硅预计将占据较高的市场占有率。另一方面,从应用来看,半导体将获得很大份额。从业界来看,由于碳化硅的广泛应用,汽车和电子产业预计将快速成长。半导体市场需求的扩大预计将增加汽车、家用电器和 IT/通讯等多个行业的全球需求。同样,对永续能源(即太阳能产业)的需求增加预计也将推动全球碳化硅市场的成长。
由纯硅和碳製成的半导体材料称为碳化硅。许多製造商正在积极开发用于资料中心、太阳能係统、电动车等的 SiC。所有这些以效率为导向的系统都会产生高电压和高温。儘管太阳能和电动车在碳化硅的使用方面处于领先地位,但全球范围内用碳化硅替代替代材料以减少因高电压电力效率低下而导致的碳排放的运动越来越大。
据估计,碳化硅市场成长的主要驱动力之一是半导体市场在多个产业的扩张。同样,汽车产业的成长、太阳能电池产业需求的成长和效率的提高预计也将推动碳化硅市场的全球成长。
碳化硅半导体为电动车的进步和支持工业领域的数位化做出了重大贡献,为电池和感测器的电力电子装置的发展做出了贡献。碳化硅半导体重量轻、强度高、效率高。在一些重要的应用中,碳化硅 (SiC) 半导体比传统半导体更有效地处理电力。
根据半导体产业协会统计,2023年半导体产业总销售额约5,268亿美元。该协会进一步表示,2024年5月半导体产业总销售额约491亿美元,较2023年5月成长约19.3%。美洲销量年增与前一年同期比较43.6%,其次是中国市场,成长24.2%。 Wolfspeed 是碳化硅技术的产业先驱,于 2022 年 4 月在纽约马西正式推出了其最先进的莫霍克谷碳化硅製造工厂。这家新晶片製造工厂的正式开幕使纽约成为美国首屈一指的半导体製造地。随着时间的推移,半导体市场的成长可能会导致对碳化硅的高需求。
SiC 在汽车行业越来越受欢迎,这需要卓越的品质、可靠性和效率。 SiC 擅长满足高电压要求。透过提高整个系统,特别是逆变器系统的效率,碳化硅有潜力延长电动车的续航里程。这是为了节省整个车辆的更多能源,并减少电池管理系统的尺寸和重量。例如,尖端半导体材料开发和製造的先驱Soitec(巴黎泛欧交易所)于2022年5月宣布推出首款200毫米碳化硅SmartSiC晶圆。透过此次公告,Soitec 将其 SiC 产品线扩展到 150mm 以上,并推进 SmartSiC 晶圆的研发,以满足汽车行业不断增长的需求。
近年来,全球汽车产量也大幅成长。国际汽车工业协会(OICA)在其全球汽车产量统计中表示,2021年汽车总产量约为80,004,000辆,2022年将增加至约84,830,000辆。 2023年汽车总产量较前一年大幅成长,达到约9,354.6万辆。该集团表示,2021 年至 2023 年间,市场成长了约 17%。
碳化硅市场地理展望
亚太地区是技术发展显着的地区,预计将占据全球碳化硅市场的很大份额。亚太地区是全球最大的消费性电子产品生产地,包括半导体和碳化硅晶片应用。由于政府加强刺激该地区市场的力度,家用电器的生产和市场需求将进一步大幅成长。此外,绿色或永续能源市场,特别是太阳能市场的成长,预计也将导致全球对能源和电力产业的需求增加,从而推动该地区碳化硅市场的成长。
同样,该地区汽车工业的成长预计也将提振碳化硅的需求。亚太地区的印度、中国、台湾、日本和越南等国家是全球市场上最大的汽车製造商。此外,亚太地区多个国家的政府推出了多项计画和奖励,以增加区域汽车市场占有率,从而推动碳化硅市场的发展。
The silicon carbide market is estimated to be around US$1.672 billion in 2024 and is anticipated to grow to US$4.863 billion by 2029 at a CAGR of 23.80%.
The global silicon carbide (SiC) market is estimated to grow at a higher rate, majorly with the increase in the global demand for consumer electronics equipment. Under the type segment of the silicon carbide market, nitride-bonded silicon carbide is estimated to attain a higher market share. In contrast, the semiconductors category in the application segments will achieve a significant share. The automotive and electronics sector in the industry vertical will grow rapidly as the industry offers a higher application of silicon carbide. The growth of the semiconductor market demand is estimated to increase the global demand in multiple industries like automotive, consumer electronics, and IT & telecommunication. Similarly, the increasing demand for sustainable energy, or the solar energy sector, is also estimated to boost the global silicon carbide market's growth.
A semiconductor base material made of pure silicon and carbon is known as silicon carbide. Many manufacturers are aggressively developing SiC for use in data centers, solar energy systems, and electric vehicles, among other things. Each of these efficiency-focused systems produces high voltages and high temperatures. There is a major global drive to adopt SiC instead of alternative materials to cut carbon emissions brought on by power inefficiencies at higher voltages, even though solar energy and electric vehicles are leading the way in using SiC.
One of the major driving factors for the silicon carbide market's growth is estimated to be the expansion of the semiconductor market across multiple industries. Similarly, the growth of the automotive industry and the rising demand and efficiency of the solar industry are also expected to push the silicon carbide market growth globally.
A significant contribution to the electromobility breakthrough and support for digitalization in the industrial sector is made by silicon carbide semiconductors, which help advance the power electronics in batteries and sensors. They are made to be lightweight, strong, and very effective. In several crucial applications, silicon carbide (SiC) semiconductors process electricity more effectively than conventional semiconductors.
According to the Semiconductor Industry Association, the total sales of the semiconductor industry were recorded at about US$526.8 billion in 2023. The association further stated that in May 2024, the semiconductors industry's total sales were about US$49.1 billion, an increase of about 19.3% compared to May 2023. The year-to-year sales in the Americas increased about 43.6%, followed by a 24.2% increase in the Chinese market. Wolfspeed, Inc., the industry pioneer in Silicon Carbide technology, formally launched its cutting-edge Mohawk Valley Silicon Carbide fabrication facility in Marcy, New York, in April 2022. By officially opening this new chip fabrication facility, they establish New York as the country's leading semiconductor production center. The semiconductor market's growth will eventually result in high demand for silicon carbide.
SiC has gained popularity in the automobile industry because of the need for superior quality, dependability, and efficiency. It is adept at meeting high-voltage requirements. By improving the efficiency of the entire system, particularly the inverter system, silicon carbide can potentially extend the range of electric vehicles. This is because it conserves more energy overall for the vehicle and reduces the size and weight of the battery management systems. For instance, a pioneer in developing and producing cutting-edge semiconductor materials, Soitec (Euronext Paris), showed its first 200mm silicon carbide SmartSiC wafer in May 2022. With the release, Soitec can expand its line of SiC products beyond 150mm, advance the research and development of its SmartSiC wafers, and meet the expanding needs of the automobile industry.
Automotive production worldwide has also witnessed a massive increase in the past few years. The International Organization of Motor Vehicle Manufacturers (OICA), in its global production statistics of automotive, stated that in 2021, the total production of automobiles was recorded at about 80.004 million, which increased to about 84.830 million in 2022. The total automotive production in 2023 grew significantly from the past year, recorded at about 93.546 million. The organization stated that the market witnessed a growth of about 17% between 2021 and 2023.
Silicon Carbide Market Geographical Outlook
The Asian Pacific region is estimated to attain a greater market share in the global silicon carbide market, as the region offers an intensively developing technological landscape. The Asian Pacific region is among the biggest global hubs for producing consumer electronics products, which have a higher application of semiconductors and silicon carbide chips. The production and market demand for consumer electronics is further stated to witness a massive increase with the increase in governmental incentives to boost the market in the region. Furthermore, the green or sustainable energy market's growth, especially the solar energy market, is also estimated to boost the regional silicon carbide market growth, as it offers an increasing global demand for energy and power sectors.
Similarly, the growth of the automotive industry in the region is also estimated to boost the demand for silicon carbide. Countries like India, China, Taiwan, Japan, and Vietnam in the Asia-Pacific region are among the biggest automotive manufacturers in the global market. The governments of multiple countries in the Asia-Pacific region have also introduced multiple programs and incentives to boost the regional automotive market share, boosting the silicon carbide market.