氮化镓（GaN）基板市场：2025-2030年预测

氮化镓 (GaN)基板市场预计将从 2025 年的 302,416,000 美元成长到 2030 年的 465,305,000 美元，复合年增长率为 9.00%。

氮化镓 (GaN)基板是宽能带隙半导体材料，与碳化硅、硅和铝等传统半导体材料相比具有显着优势。 GaN 基板广泛应用于医疗保健、汽车、家用电子电器、通用照明、军事和国防以及其他工业领域，市场成长潜力巨大。

氮化镓基板的主要终端用户包括雷射、LED、射频和电力电子。该技术的卓越性能使其特别适合高性能应用，这些应用与传统半导体材料相比，需要更高的效率、功率密度和温度控管能力。

市场驱动因素

汽车工业的成长和电动车的扩张

汽车产业是GaN基板市场成长的关键驱动力。根据国际汽车製造商工业）的数据，全球汽车产量约为9,217万辆，占全球汽车产业的产量的很大一部分。电动车需求的不断增长为GaN基板的应用创造了特殊的机会。

电动车的普及持续加速，根据国际能源总署的数据，全球电动车销量已达210万辆，较去年同期成长约40%。这一增长推动了对电动车和汽车LED应用以及其他采用GaN基板技术的先进功能的需求。

欧洲是世界上最大的汽车生产区之一，并保持其作为主要汽车生产国的主导地位。欧洲汽车工业协会报告称，该地区汽车产量达1,850万辆，约占全球汽车产量的20%。该产业也获得了最多的私人研发投资。

印度每年生产约2,600万辆汽车，包括商用车、乘用车、两轮车、三轮车和四轮车。美国是全球第二大汽车销售和生产市场，自1982年以来，韩国、日本和欧洲的主要汽车製造商在美国的投资金额已超过750亿美元。美国在汽车业的外国直接投资已达到约1,146亿美元。

各大汽车製造商已对电动车研发做出重大承诺。通用汽车宣布，到2025年，将投入超过200亿美元用于下一代先进自动驾驶汽车和电动车的研发和生产。特斯拉交付了499,550辆汽车，生产了509,737辆，彰显了其电动车製造业务的规模。

家电和半导体产业的成长

消费性电子市场的扩张推动了全球对GaN基板的需求大幅成长。氮化镓对于在高温下工作的高功率电晶体应用尤其有利。半导体产业的成长对整体市场的扩张发挥重要作用。

根据半导体产业协会的数据，全球半导体销售额从1998年的1,256亿美元飙升至约4,122亿美元，复合年增长率约为6.5%。这种持续的成长轨迹为GaN基板在多种应用中的应用创造了有利条件。

包括台湾、美国和中国大陆在内的国家和地区在半导体产业取得了显着进展。中国大陆已宣布将在六年内投资超过1.4兆美元，用于发展和加强其半导体产业能力。根据半导体协会的数据，美国公司占最大的市场份额，约45%，在设计、製程技术和研发方面占据强势地位。

GaN在家用电子电器的应用显示出强劲的成长潜力：根据印度品牌股权基金会的数据，印度家用电子电器市场价值约为109.3亿美元，政府预测到2025年将成长到211.8亿美元。

製造和生产开发

亚太地区製造和生产的成长预计将在扩大整个GaN基板市场方面发挥关键作用。该地区的製造能力，加上家用电子电器需求的不断增长以及汽车行业的蓬勃发展，正在推动GaN基板应用的整体成长。

技术创新

研发活动持续推进GaN基板的技术力。大阪大学的研究人员开发了一种利用多光子激发光致发光分析和表征技术来评估氮化镓基板晶体品质的非破坏性方法。

比利时imec实验室的研究人员在200毫米晶圆上製备氮化镓方面取得了突破性进展，其性能可与高功率1200V设计中的碳化硅材料相媲美。他们与德国半导体设备开发商Aixtron合作，在200毫米QST基板上生长出厚外延氮化镓缓衝层，用于1200V应用中的横向晶体管。

市场展望

GaN基板市场受益于电动车的广泛普及、消费性电子产品的扩张以及半导体产业的成长等基本产业趋势。优异的材料特性、不断扩展的应用领域以及规模化生产，使 GaN基板成为全球各市场下一代电子设备和汽车系统的重要组成部分。

本报告的主要优点

• 深刻分析：获得涵盖主要和新兴地区的深入市场洞察，重点关注客户群、政府政策和社会经济因素、消费者偏好、垂直行业和其他细分市场。
• 竞争格局：了解主要企业所采用的策略策略，并了解采用正确策略的市场渗透潜力。
• 市场趋势和驱动因素：探索动态因素和关键市场趋势以及它们将如何影响未来的市场发展。
• 可行的建议：利用洞察力来制定策略决策，在动态环境中开闢新的业务流和收益。
• 受众广泛：对于新兴企业、研究机构、顾问、中小企业和大型企业来说，既有利又划算。

它有什么用途？

产业与市场考量、商业机会评估、产品需求预测、打入市场策略、地理扩张、资本支出决策、法律规范与影响、新产品开发、竞争影响

调查范围

• 2022 年至 2024 年的历史数据和 2025 年至 2030 年的预测数据
• 成长机会、挑战、供应链前景、法律规范与趋势分析
• 竞争定位、策略和市场占有率分析
• 收益成长和预测细分市场和区域分析（包括国家）
• 公司概况（尤其是财务状况和关键发展）

目录

第一章执行摘要

第二章市场概述

• 市场概况
• 市场定义
• 调查范围
• 市场区隔

第三章 经营状况

• 市场驱动因素
• 市场限制
• 市场机会
• 波特五力分析
• 产业价值链分析
• 政策法规
• 策略建议

第四章 技术展望

5. 氮化镓（GaN）基板市场（按类型）

• 介绍
• 硅基氮化镓
• 蓝宝石基板上的GaN
• 碳化硅基GaN
• 其他的

6. 氮化镓（GaN）基板市场（依製造製程）

• 介绍
• 混合气相外延
• 有机金属化学沉淀沉积

7. 氮化镓（GaN）基板市场（依产品）

• 介绍
• LED
• 雷射
• 电力开关元件

8. 氮化镓（GaN）基板市场（依最终用户）

• 介绍
• 军事/国防
• 车
• 卫生保健
• 家电
• 闪电将军
• 通讯与科技

9. 氮化镓（GaN）基板市场（按地区）

• 介绍
• 北美洲
  • 美国
  • 加拿大
  • 墨西哥
• 南美洲
  • 巴西
  • 阿根廷
  • 其他的
• 欧洲
  • 德国
  • 法国
  • 英国
  • 西班牙
  • 其他的
• 中东和非洲
  • 沙乌地阿拉伯
  • 阿拉伯聯合大公国
  • 其他的
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 印尼
  • 泰国
  • 其他的

第十章竞争格局及分析

• 主要企业和策略分析
• 市占率分析
• 合併、收购、协议和合作
• 竞争对手仪表板

第十一章 公司简介

• Sumitomo Electric Industries Ltd.
• Mitsubishi Chemical Corporation
• Soitec
• Xiamen Powerway Advanced Material
• Toshiba Corporation
• Ammono
• Sciocs Co, Ltd.
• Qorvo Inc.
• Texas Instruments
• GaN Systems Inc.

第十二章 附录

• 货币
• 先决条件
• 基准年和预测年时间表
• 相关人员的主要利益
• 调查方法
• 简称

The gallium nitride (GaN) substrates market is expected to grow from USD 302.416 million in 2025 to USD 465.305 million in 2030, at a CAGR of 9.00%.

Gallium Nitride (GaN) substrates represent wide bandgap semiconductor materials that provide excellent advantages over traditional semiconductor materials including silicon carbide, silicon, and aluminum. The market demonstrates strong growth potential driven by increasing usage across healthcare, automotive, consumer electronics, general lighting, military and defense, and other industrial applications.

Major end-users of gallium nitride substrates include laser, LED, radiofrequency, and power electronic devices. The technology's superior properties make it particularly suitable for high-performance applications requiring enhanced efficiency, power density, and thermal management capabilities compared to conventional semiconductor materials.

Market Drivers

Automotive Industry Growth and Electric Vehicle Expansion

The automotive industry represents a significant driver for GaN substrate market growth. The global automotive sector demonstrates substantial manufacturing volumes, with the International Organization of Motor Vehicle Manufacturers reporting approximately 92.17 million motor vehicles manufactured globally. Rising demand for electric vehicles creates particular opportunities for GaN substrate applications.

Electric vehicle adoption continues accelerating, with International Energy Agency data showing electric vehicle sales reaching 2.1 million worldwide, representing approximately 40% year-over-year growth. This expansion drives demand for LED applications and other advanced features in electric and automotive vehicles that utilize GaN substrate technology.

Europe maintains a leading position as a major automotive producer, representing one of the world's largest motor vehicle production regions. The European Automobile Manufacturers Association reports 18.5 million motor vehicles produced in the region, representing approximately 20% of total global motor vehicle production. The industry also represents the largest private investment in research and development.

India manufactured approximately 26 million vehicles including commercial vehicles, passenger vehicles, two-wheelers, three-wheelers, and quadricycles. The United States represents the world's second-largest market for vehicle sales and production, with major Korean, Japanese, and European automakers investing over $75 billion since 1982. Foreign direct investment in the US automotive sector reached approximately $114.6 billion.

Major automotive manufacturers demonstrate substantial commitment to electric vehicle development. General Motors announced spending over $20 billion through 2025 on next-generation advanced autonomous and electric vehicle development and production. Tesla delivered 499,550 vehicles while producing 509,737 vehicles, demonstrating the scale of electric vehicle manufacturing operations.

Consumer Electronics and Semiconductor Industry Growth

The consumer electronics market expansion drives significant GaN substrate demand globally. Gallium nitride demonstrates particular advantages in high-power transistor applications operating at elevated temperatures. The semiconductor industry growth plays a major role in overall market expansion.

Semiconductor Industry Association data reveals worldwide semiconductor sales surged from $125.6 billion in 1998 to approximately $412.2 billion, representing a compound annual growth rate of around 6.5%. This sustained growth trajectory creates favorable conditions for GaN substrate adoption across multiple applications.

Countries including Taiwan, the USA, and China are making significant semiconductor industry developments. China announced investing over $1.4 trillion over six years to develop and enhance its semiconductor industry capabilities. United States-based companies maintain the largest market share at approximately 45% according to semiconductor association data, with strong positions in design, process technology, and research and development.

GaN applications in consumer electronics demonstrate strong growth potential. India's consumer electronics market reached approximately $10.93 billion with government projections indicating growth to $21.18 billion by 2025, according to India Brand Equity Foundation data.

Manufacturing and Production Developments

The Asia Pacific region's manufacturing and production growth is expected to play a crucial role in overall GaN substrate market expansion. Regional manufacturing capabilities, combined with growing consumer electronics demand and automotive industry expansion, create comprehensive growth drivers for GaN substrate adoption.

Technological Innovation

Research and development activities continue advancing GaN substrate technology capabilities. Scientists at Osaka University developed non-destructive methods for characterizing crystalline quality of gallium nitride substrates using multiphoton excitation photoluminescence analysis and evaluation techniques.

Researchers at Imec lab in Belgium achieved breakthroughs in gallium nitride processing on 200mm wafers capable of competing with silicon carbide materials in higher power 1200V designs. Collaboration with Aixtron, a German semiconductor equipment developer, enabled growth of thicker epitaxial gallium nitride buffer layers for lateral transistors in 1200V applications on 200mm QST substrates.

Market Outlook

The GaN substrates market benefits from fundamental industry trends including electric vehicle adoption, consumer electronics expansion, and semiconductor industry growth. The combination of superior material properties, expanding applications, and manufacturing scale-up positions GaN substrates as essential components for next-generation electronic devices and automotive systems across diverse global markets.

Key Benefits of this Report:

• Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
• Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
• Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
• Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
• Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

What do businesses use our reports for?

Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

• Historical data from 2022 to 2024 & forecast data from 2025 to 2030
• Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
• Competitive Positioning, Strategies, and Market Share Analysis
• Revenue Growth and Forecast Assessment of segments and regions including countries
• Company Profiling (Strategies, Products, Financial Information, and Key Developments among others.

Gallium Nitride (GaN) Substrates Market Segments:

By Type

• GaN on Silicon
• GaN on Sapphire
• GaN on Silicon Carbide
• Others

By Production Process

• Hybrid Vapor Phase Epitaxy
• Metal-Organic Chemical Vapor Deposition

By Product

• LED
• Lasers
• Power Switching Device

By End-User

• Military & Defense
• Automotive
• Healthcare
• Consumer Electronics
• General Lightning
• Communication and Technology

By Geography

• North America
• USA
• Canada
• Mexico
• South America
• Brazil
• Argentina
• Others
• Europe
• Germany
• France
• United Kingdom
• Spain
• Others
• Middle East and Africa
• Saudi Arabia
• UAE
• Others
• Asia Pacific
• China
• India
• Japan
• South Korea
• Indonesia
• Thailand
• Others

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

• 2.1. Market Overview
• 2.2. Market Definition
• 2.3. Scope of the Study
• 2.4. Market Segmentation

3. BUSINESS LANDSCAPE

• 3.1. Market Drivers
• 3.2. Market Restraints
• 3.3. Market Opportunities
• 3.4. Porter's Five Forces Analysis
• 3.5. Industry Value Chain Analysis
• 3.6. Policies and Regulations
• 3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY TYPE

• 5.1. Introduction
• 5.2. GaN on Silicon
• 5.3. GaN on Sapphire
• 5.4. GaN on Silicon Carbide
• 5.5. Others

6. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY PRODUCTION PROCESS

• 6.1. Introduction
• 6.2. Hybrid Vapor Phase Epitaxy
• 6.3. Metal-Organic Chemical Vapor Deposition

7. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY PRODUCT

• 7.1. Introduction
• 7.2. LED
• 7.3. Lasers
• 7.4. Power Switching Device

8. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY END-USER

• 8.1. Introduction
• 8.2. Military & Defense
• 8.3. Automotive
• 8.4. Healthcare
• 8.5. Consumer Electronics
• 8.6. General Lightning
• 8.7. Communication and Technology

9. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY GEOGRAPHY

• 9.1. Introduction
• 9.2. North America
  • 9.2.1. USA
  • 9.2.2. Canada
  • 9.2.3. Mexico
• 9.3. South America
  • 9.3.1. Brazil
  • 9.3.2. Argentina
  • 9.3.3. Others
• 9.4. Europe
  • 9.4.1. Germany
  • 9.4.2. France
  • 9.4.3. United Kingdom
  • 9.4.4. Spain
  • 9.4.5. Others
• 9.5. Middle East and Africa
  • 9.5.1. Saudi Arabia
  • 9.5.2. UAE
  • 9.5.3. Others
• 9.6. Asia Pacific
  • 9.6.1. China
  • 9.6.2. India
  • 9.6.3. Japan
  • 9.6.4. South Korea
  • 9.6.5. Indonesia
  • 9.6.6. Thailand
  • 9.6.7. Others

10. COMPETITIVE ENVIRONMENT AND ANALYSIS

• 10.1. Major Players and Strategy Analysis
• 10.2. Market Share Analysis
• 10.3. Mergers, Acquisitions, Agreements, and Collaborations
• 10.4. Competitive Dashboard

11. COMPANY PROFILES

• 11.1. Sumitomo Electric Industries Ltd.
• 11.2. Mitsubishi Chemical Corporation
• 11.3. Soitec
• 11.4. Xiamen Powerway Advanced Material
• 11.5. Toshiba Corporation
• 11.6. Ammono
• 11.7. Sciocs Co, Ltd.
• 11.8. Qorvo Inc.
• 11.9. Texas Instruments
• 11.10. GaN Systems Inc.

12. APPENDIX

• 12.1. Currency
• 12.2. Assumptions
• 12.3. Base and Forecast Years Timeline
• 12.4. Key benefits for the stakeholders
• 12.5. Research Methodology
• 12.6. Abbreviations