GaN 半导体器件市场——增长、趋势、COVID-19 的影响、预测 (2023-2028)

GaN 半导体器件市场将在 2019 年达到 97721 万美元，到 2025 年将达到 253461 万美元，在 2020-2025 年预测期内復合年增长率为 17.21% 据预测，

半导体市场对高频的需求不断增长，以 LED 照明和显示器为中心的消费电子行业蓬勃发展，以及电动汽车、电源和光伏逆变器的兴起是 GaN 半导体的主要市场驱动力设备市场。这是一个因素。

主要亮点

• 与硅和砷化镓等同类半导体器件相比，GaN 具有多种优势，例如成本效益高和无需冷却，这推动了它的广泛采用。 近年来，对节能半导体设备的需求不断增加，也刺激了越来越多的采用。
• 智能手机、游戏机、笔记本电脑、电视等需求的增加预计将推动消费电子领域的 GaN 半导体器件市场。
• 随着5G标准的推出，对大功率晶体管和基站的需求不断增加，增加了ICT领域对GaN功率半导体的需求。

GaN半导体器件市场趋势

从细分市场来看，消费电子领域有望占据最大份额

• 由于创新进步导致 GaN 半导体技术价格下降，GaN 的采用率预计将逐年上升。
• 数据消耗速度、设备上安装的应用程序数量、更快的处理器、改进的 RAM/ROM 和强大的显示屏现在比以前的规格消耗更多的电池。 随着技术的进步，电池的容量也在不断提高。 GaN 半导体正在彻底改变现有的电子充电技术。 这种半导体用于无线充电和快速充电。
• GaN 半导体的应用范围还扩展到其他计算机组件，例如开关电源和高效能量转换器。
• 5G 无线通信的实现有望使电子设备的使用量增加一倍，并扩大对 GaN 半导体的需求。

亚太地区有望创下最快的增长速度

• 中国、日本和印度不断增长的消费电子产品和汽车生产和出口正在推动亚太地区的 GaN 市场。
• 该地区较低的劳动力和生产成本是推动市场增长的关键因素。
• 麻省理工学院的一项研究发现，中国有 330,000 个公共充电点，而美国有 67,500 个。 在深圳，16,000 辆公交车 100% 电动化，22,000 辆出租车也已转换为电动汽车。 海南度假小镇计划到 2030 年引入 100% 的电动汽车。
• 2019年3月7日，印度政府正式宣布对锂实施15%的进口补贴。 这表明该国生产电动汽车很容易。 总理办公室与重工业部 (DHI) 之间的政策谈判产生了“早期采用和製造（混合动力和）电动汽车”计划，使印度走上了电动汽车的道路。
• 在印度，各邦政府都在大力推广电动公交车。 例如，Mahindra 和 Tata 正在与 Energy Efficiency Services Limited 等政府机构竞标，为政府提供电动公交车。

GaN半导体器件市场竞争分析

该行业由半导体行业的巨头主导。 有Panasonic Corporation、NXP Semiconductors NV、Toshiba Corporation等公司，竞争对手之间的竞争激烈。

• 2019 年，松下将使用其获得专利的 X-GaN 技术在许多应用中生产基于 GaN 的晶体管，包括效率高达 99% 的功率转换器和替代电机配置中的晶体管。
• 在消费电子领域，RAVPower 于 2018 年推出了全新的 45W GaN PD 壁式充电器系列，可实现更快的充电速度。
• 在 IMS 2018 上，NXP Semiconductors NV 推出了新的 RF GaN 宽带功率晶体管，并扩展了其 Airfast Gen 3 Si-LDMOS 产品组合，用于 5G 宏基站和室外小型基站解决方案。

其他福利。

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

内容

第一章介绍

• 调查结果
• 调查假设
• 本次调查的范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

• 市场概览
• 市场驱动因素和限制因素简介
• 市场驱动力
  • 新兴产业的发展（虚拟现实、无线充电等）
  • 加强可再生能源倡议
• 市场製约因素
  • 与碳化硅技术的竞争
• 产业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买方/消费者议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 类型
  • 功率半导体
  • 光电半导体
  • 射频半导体
• 设备
  • 晶体管
  • 二极管
  • 整流器
  • 电源 IC
• 最终用户行业
  • 车载
  • 消费类电子产品
  • 航空航天与国防
  • 医疗设备
  • 信息通信和技术
  • 其他最终用户
• 按地区
  • 北美
    • 美国
    • 加拿大
  • 欧洲
    • 英国
    • 德国
    • 法国
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 日本
    • 韩国
    • 其他亚太地区
  • 世界其他地区
    • 拉丁美洲
    • 中东和非洲

第六章竞争格局

• 公司简介
  • Toshiba Corporation
  • Panasonic Corporation
  • Cree Inc.
  • GaN Systems Inc.
  • Infineon Technologies AG
  • OSRAM GmbH
  • Efficient Power Conversion Corporation
  • NXP Semiconductors NV
  • Texas Instruments
  • NTT Advanced Technology Corporation

第7章 市场机会今后动向

The GaN semiconductor devices market valued at USD 977.21 million in 2019, and is expected to reach USD 2534.61 million by 2025, registering a CAGR of 17.21% over the forecast period of 2020-2025. Growing demand for radio frequency in the semiconductor market, and a prospering consumer electronics industry, particularly in LED-based lighting and displays and rise in electric vehicles, power delivery, and photovoltaic inverters are some of the major market driving factors for the GaN semiconductor devices market.

Key Highlights

• The various benefits of GaN, such as its cost-effective nature and elimination of cooling requirements have propelled its reach as compared to its contemporaries like silicon and gallium arsenide. The increasing adoption is also reinforced by the increase in demand for energy-efficient semiconductor devices in recent years.
• Increasing demand for smartphones, gaming devices, laptops, and TVs is expected to drive the GaN semiconductor devices market in the consumer electronics sector.
• With the introduction of the 5G standard, there is an increase in demand for high-power transistors and base stations, which is augmenting the demand for GaN power semiconductors in the ICT segment.

GaN Semiconductor Devices Market Trends

Consumer Electronic Segment is Expected to Hold Largest Market Share

• With the decrease in the price of GaN semiconductor technologies owing to increasing innovations, the rate of adoption of GaN is expected to increase over the years.
• The data consumption rate, number of applications installed on a device, faster processors, improved RAM/ROM, robust displays consume battery more than what earlier specifications would use. With such technological advancements, the ability of batteries needs to increase. GaN semiconductors are revolutionizing the charging technologies in the existing electronic devices. The semiconductors are being employed in wireless charging, fast charging, etc.
• Wider applications of GaN semiconductor device are ranging to other computer parts as well, for instance, switching mode power supply, an efficient energy converter.
• With 5G wireless communication on its way, the usage of electronic devices would increase mulifold, thereby growing demand for GaN semiconductors.

Asia-Pacific Region is Expected to Witness the Fastest Growth Rate

• Increasing production and export of consumer electronics and automobiles from China, Japan, and India are driving the GaN market in Asia-Pacific.
• Low labour and production costs in the region are essential factors fuelling the growth of the market.
• China has 330,000 public charging points, compared with 67,500 in United States, according to the MIT study. Shenzhen City has a 100 % electric fleet of 16,000 buses and is switching its 22,000 taxis to EVs. The resort island of Hainan plans for 100 % adoption of EVs by 2030.
• On 7 March 2019, the Indian government officially announced a 15% import subsidy on lithium. This indicates the ease of electric vehicle production in the country. Policy negotiations between the Prime Minister's Office and the Department of Heavy Industry (DHI), the Faster Adoption and Manufacturing of (Hybrid &) Electric Vehicles scheme, was passed to make India ride on the path to electric mobility.
• Various state governments in India, are pushing for mass adoption of electric buses. For instance, Mahindra and Tata are signing tenders with government bodies like Energy Efficiency Services Limited to provide EVs for government use.

GaN Semiconductor Devices Market Competitive Analysis

This industry is dominated by the giants in the semiconductor industry. The competitive rivalry is high with the presence of companies like Panasonic Corporation, NXP Semiconductors NV, and Toshiba Corporation among others.

• In 2019, Panasonic used its patented X-GaN technology to produce GaN-based transistors in a number of applications, including power converters with an efficiency of up to 99% and replacements for transistors in motor configurations.
• In the consumer electronics segment, RAVPower introduced a new line of 45W GaN PD wall chargers in 2018 for faster charging.
• At IMS 2018, NXP Semiconductors NV introduced new RF GaN wideband power transistors and also expanding its Airfast third-generation Si-LDMOS portfolio of macro and outdoor small cell solutions for 5G.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Deliverables
• 1.2 Study Assumptions
• 1.3 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Introduction to Market Drivers and Restraints
• 4.3 Market Drivers
  • 4.3.1 Growth of New Industries (Virtual Reality, Wireless Charging etc.)
  • 4.3.2 Increasing Push towards Renewable Energy Forms
• 4.4 Market Restraints
  • 4.4.1 Competition from Silicon Carbide Technology
• 4.5 Industry Attractiveness - Porter's Five Force Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Buyers/Consumers
  • 4.5.3 Bargaining Power of Suppliers
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Type
  • 5.1.1 Power Semiconductor
  • 5.1.2 Opto-Semiconductor
  • 5.1.3 RF Semiconductor
• 5.2 Devices
  • 5.2.1 Transistors
  • 5.2.2 Diodes
  • 5.2.3 Rectifier
  • 5.2.4 Power ICs
• 5.3 End-user Industry
  • 5.3.1 Automotive
  • 5.3.2 Consumer Electronics
  • 5.3.3 Aerospace & Defense
  • 5.3.4 Medical
  • 5.3.5 Information Communication & Technology
  • 5.3.6 Other End-user Industries
• 5.4 Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
  • 5.4.2 Europe
    • 5.4.2.1 United Kingdom
    • 5.4.2.2 Germany
    • 5.4.2.3 France
    • 5.4.2.4 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 South Korea
    • 5.4.3.4 Rest of Asia-Pacific
  • 5.4.4 Rest of the World
    • 5.4.4.1 Latin America
    • 5.4.4.2 Middle-East & Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Toshiba Corporation
  • 6.1.2 Panasonic Corporation
  • 6.1.3 Cree Inc.
  • 6.1.4 GaN Systems Inc.
  • 6.1.5 Infineon Technologies AG
  • 6.1.6 OSRAM GmbH
  • 6.1.7 Efficient Power Conversion Corporation
  • 6.1.8 NXP Semiconductors NV
  • 6.1.9 Texas Instruments
  • 6.1.10 NTT Advanced Technology Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS