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市场调查报告书
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1433515

碳化硅功率半导体 - 市场占有率分析、产业趋势与统计、成长预测（2024 - 2029）

Silicon Carbide Power Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

碳化硅功率半导体市场规模预计到2024年为21.8亿美元，预计到2029年将达到67.3亿美元，在预测期内（2024-2029年）CAGR为25.24%。

碳化硅功率半导体 - 市场

大流行的爆发给全球中小企业和大型工业造成了经济动盪。雪上加霜的是，全球各国政府在全国范围内实施的封锁（以最大限度地减少病毒的传播）进一步导致各行各业受到打击，并导致全球供应链和製造业务中断，其中很大一部分製造包括工厂车间的工作，人们在工厂车间密切接触，协作提高生产力。

主要亮点

  • SiC（碳化硅）由于具有宽频隙，因此用于高功率应用。虽然 SiC 存在多种多型体（多晶型），但 4H-SiC 是功率装置最理想的选择。以增强材料能力为目标的研发活动的增加预计将为市场成长提供强劲动力。例如，美国能源部 (DOE) 能源高级研究计划局 (ARPA-E) 宣布为 21 个项目提供 3000 万美元的资助，作为使用创新拓扑和半导体创建创新可靠电路 (CIRCUITS) 计划的一部分。此外，美国能源部对 NREL 主导的研究进行投资等旨在降低 SiC 电力电子製造成本的倡议可以进一步支持这一趋势，并扩大更强大的 SiC 设备的范围。
  • 电动车在汽车产业具有一定的优势，例如增加续航里程、充电时间和性能，以满足客户的期望。然而，它们需要电力电子装置能够在高温下高效且有效地运作。因此，正在使用宽频隙 SiC 技术开发电源模组。
  • 如今，电动车在道路上变得越来越普遍，价格下降，续航里程增加。根据国际能源总署的报告《2021年全球电动车展望》，2020年有超过1,020万辆轻型电动乘用车上路。此外，2020年电动车註册量增加了41%，为市场创造了成长机会。
  • 半导体还使用 SiC 来减少能量损失并延长太阳能和风能电力转换器的使用寿命。例如，光伏能源主要需要高功率、低损耗、更快的开关和可靠的半导体装置，以提高效率、功率密度和可靠性。因此，SiC元件为光伏能源需求提供了一个有前途的解决方案，以满足日益增长的能源需求。
  • 为了挖掘清洁技术需求带来的潜力，多家企业正进入碳化硅功率半导体市场。例如，2021 年 4 月，从纽约州立大学理工学院 (SUNY Poly) 分拆出来的 NoMIS Power Group 宣布，计划设计、製造和销售 SiC 功率半导体装置、模组和服务，以提供对电源管理产品开发人员的支持。
  • 此外，一旦使用高频，寄生电容和电感就会变得太大，从而阻碍了基于SiC的功率装置充分发挥其潜力。在这方面，碳化硅的广泛使用可能需要更新製造设施，而以目前的发展速度是无法实现的。

碳化硅功率半导体市场趋势

汽车产业预计将显着成长

  • 目前正在对碳化硅 (SiC) 装置在汽车动力系统中的使用进行研究活动。然而，由于最近的进展，它逐渐成为可行的解决方案。例如，使用快速充电解决方案的特斯拉目前已经在其车辆架构中使用 SiC。此外，随着价格的下降和续航里程的增加，电动车如今在道路上变得越来越普遍。根据国际能源总署的数据，2021 年全球插电式电动轻型车销量约 660 万辆。
  • SiC 半导体非常适合插电式混合动力车 (PHEV) 和全电动汽车 (EV) 中使用的车载充电器和逆变器等应用。这是因为与传统硅相比，它们的能源效率明显更高。
  • 此外，为了确保电动车能够长距离运行并在合理的时间内充电，车辆的电力电子设备必须能够承受高温。 SiC 半导体受益于超过 95% 的能源效率。在电力转换过程中，例如使用高功率快速充电器为车辆充电，只有 5% 的能量以热量形式损失。
  • 在日本，东京大学一直在与三菱电机公司合作，以提高碳化硅半导体装置的可靠性。此前，三菱电机推出了一款专为混合动力车设计的新型超紧凑型 SiC 逆变器，计划于 2021 年左右实现大规模商业化。
  • 此外，Delphi Technologies 和 Cree 合作开发了前者的逆变器，并结合了 Cree 的 SiC MOSFET。它显着降低了电源模组的整体温度，同时实现了更高的功率输出，以支援混合动力和全电动汽车的扩展续航里程。这些逆变器也比竞争型号轻 40%、紧凑 30%。
  • 此外，2021年5月，英飞凌科技针对汽车应用推出了采用CoolSiC MOSFET技术的新型功率模组。使用 SiC 取代 Si 可确保电动车转换器的效率更高。例如，现代汽车集团报告称，由于与基于 Si 的解决方案相比，这种 SiC 解决方案在牵引力的帮助下损耗更低，从而提高了效率，因此能够将其车辆的续航里程增加 5% 以上。基于英飞凌CoolSiC 功率模组的逆变器。
  • 此外，2021年3月，作为英国研究与创新领导的产业战略挑战基金的一部分，英国政府向斯旺西大学拨款480万英镑，用于製造碳化硅（SiC）功率半导体器件，并为交通运输创造更有效率的电力电子装置。 、​​家庭和工业，并帮助国家实现净零排放的雄心。

亚太地区成长最快

  • 亚太地区主导全球SiC功率半导体市场，关係到全球半导体市场的成长，也得到了政府政策的支持。此外，该地区的半导体产业由中国、台湾、日本和韩国推动，这些国家合计约占全球分立半导体市场的65%。相较之下，泰国、越南、新加坡和马来西亚等其他国家也对该地区的市场主导地位做出了重大贡献。
  • 根据印度电子与半导体协会预测，到2025年，印度半导体元件市场预计将达到323.5亿美元，复合CAGR为10.1%（2018-2025年）。该国是全球研发中心利润丰厚的目的地。因此，政府正在进行的「印度製造」计画预计将带来对半导体市场的投资。
  • 此外，该地区也是一个电子中心，每年生产数百万件电子设备，用于出口到其他国家和该地区的消费。电子元件和设备的高产量在很大程度上提高了所研究市场的市场份额。例如，印度对消费性电子产品的需求不断增长也促进了该地区市场的成长。 IBEF预计，到2024财年，印度电子硬体需求预计将达到4,000亿美元，将进一步推动市场成长。
  • 中国是世界上最大的电力生产国。该国的能源需求预计将增加，从而导致能源产量的成长。例如，根据国际能源总署的数据，在中国，电动车的销售量增加了一倍以上；此外，2021年，中国电动车销量比其他国家多约330万辆。
  • 中国汽车工业不断发展，在全球汽车市场中发挥越来越重要的作用。中国政府将汽车工业（包括汽车零件产业）视为支柱产业之一。政府预计，2020年中国汽车产量将达3,000万辆，到2025年将达到3,500万辆。
  • 此外，由于政府雄心勃勃的计划和倡议，印度电动车市场正在蓬勃发展。印度公共当局在过去几年中发布了多项与电动车相关的政策公告，显示了在该国部署电动车的坚定承诺、具体行动和雄心壮志。

碳化硅功率半导体产业概况

碳化硅功率半导体市场竞争激烈。它由几家重要参与者组成，包括英飞凌科技股份公司、德州仪器公司、意法半导体公司、日立功率半导体装置有限公司、恩智浦半导体公司、富士电机公司、赛米控国际有限公司、科锐公司、安森美半导体公司、三菱电机公司和其他的。这些公司正在推出新产品、合作伙伴关係和收购，以增加其市场份额。

  • 2021 年 6 月 - 日本电子公司日立宣布，计划透过建立一个大型半导体研究实验室来扩大其在希尔斯伯勒的现有业务，与美国的製造客户合作开发新技术。
  • 2021 年 4 月 - 英飞凌科技股份公司为其 1200 V 产品线推出了一款新的 EasyPACK 2B 模组。此模组提供三级主动 NPC (ANPC) 拓扑，包括 CoolSiC MOSFET、TRENCHSTOP IGBT7 装置、NTC 温度感测器和 PressFIT 接触技术引脚。

额外的好处：

  • Excel 格式的市场估算 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章：简介

  • 研究假设和市场定义
  • 研究范围

第 2 章：研究方法

第 3 章：执行摘要

第 4 章：市场洞察

  • 市场概况
  • 产业价值链分析
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 竞争激烈程度
    • 替代品的威胁
  • COVID-19 对市场的影响
  • 技术简介

第 5 章：市场动态

  • 市场驱动因素
    • 消费性电子产品和无线通讯需求的增加
    • 对节能电池供电便携式设备的需求不断增长
  • 市场挑战
    • 硅片短缺和驱动要求变化

第 6 章：市场细分

  • 按最终用户产业
    • 汽车（xEV 和 EV 充电基础设施）
    • 资讯科技和电信
    • 电源（电源、UPS、光伏、风能等）
    • 工业（电机驱动）
    • 其他最终用户产业（铁路、石油和天然气、军事、医疗、研发等）
  • 按地理
    • 美洲
    • 欧洲、中东和非洲
    • 亚太地区

第 7 章：竞争格局

  • 公司简介
    • Infineon technologies AG
    • UnitedSiC
    • ST Microelectronics NV
    • ON Semiconductor Corporation
    • GeneSiC Semiconductor Inc.
    • Danfoss A/S
    • Microsemi Corporation
    • Toshiba Corporation
    • Mitsubishi Electric Corporation
    • Fuji Electric Co. Ltd
    • Semikron International

第 8 章：投资分析

第 9 章：市场的未来

简介目录
Product Code: 62914

The Silicon Carbide Power Semiconductor Market size is estimated at USD 2.18 billion in 2024, and is expected to reach USD 6.73 billion by 2029, growing at a CAGR of 25.24% during the forecast period (2024-2029).

Silicon Carbide Power Semiconductor - Market

The pandemic outbreak created economic turmoil for small, medium, and large-scale industries worldwide. Adding to the woes, the country-wide lockdown inflicted by the governments across the globe (to minimize the spread of the virus) further resulted in industries taking a hit and disruption in supply chain and manufacturing operations across the world, as a large part of manufacturing includes the work on the factory floor, where people are in close contact as they collaborate to boost the productivity.

Key Highlights

  • SiC (Silicon Carbide) is used for high-power applications due to the wide bandgap offered. While various polytypes (polymorphs) of SiC exist, 4H-SiC is the most ideal for power devices. The increase in R&D activities that target enhanced material capabilities is expected to provide a strong impetus for market growth. For instance, the United States Department of Energy's (DOE) Advanced Research Projects AgencyEnergy (ARPA-E) has announced a funding of USD 30 million for 21 projects as part of the Creating Innovative and Reliable Circuits Using Inventive Topologies and Semiconductors (CIRCUITS) program. Also, initiatives such as investment by US DOE for NREL-Led research with an intent to reduce SiC power electronics manufacturing costs could further support such trends and expand the scope of more robust SiC-based devices.
  • Electric vehicles provide certain advantages within the automotive industry, such as increased range, charge-time, and performance, to meet customer expectations. However, they require power electronic devices capable of efficient and effective operation at elevated temperatures. Hence, power modules are being developed using wide-bandgap SiC technologies.
  • Electric cars are becoming common on the road nowadays with prices coming down and range going up. As per the International Energy Agency's report Global EV Outlook 2021, over 10.2 million light-duty electric passenger cars were on the roads in 2020. In addition, electric car registration increased by 41% in 2020, which creates growth opportunities for the market.
  • Semiconductors also use SiC for reduced energy loss and longer life solar and wind energy power converters. For instance, photovoltaic energy mainly requires high power, low loss, faster switching, and reliable semiconductor devices to increase efficiency, power density, and reliability. Thus, SiC devices provide a promising solution to photovoltaic energy requirements to meet the increasing energy demand.
  • To tap the potential brought by the demand for cleantech, several players are entering the market for SiC power semiconductors. For instance, in April 2021, NoMIS Power Group, a spin-off from the State University of New York Polytechnic Institute (SUNY Poly), announced that it plans to design, manufacture and sell SiC power semiconductor devices, modules, and services for providing support to power management product developers.
  • Moreover, parasitic capacitance and inductance become too great as soon as high frequencies are used, preventing the SiC-based power device from realizing its full potential. In such a regard, widespread usage of SiC may require updates to manufacturing facilities, something which cannot be achieved at the current pace of development.

Silicon Carbide Power Semiconductor Market Trends

Automotive Industry is Expected to Register Significant Growth

  • Research activities are being conducted into the usage of silicon carbide (SiC) devices within automotive powertrains. However, due to recent advancements, it is gradually becoming a feasible solution. For instance, Tesla, which uses a rapid charging solution, is already using SiC within their vehicle architectures currently. In addition, electric cars are becoming common on the road nowadays with prices coming down and range going up. According to the International Energy Agency, plug-in electric light vehicle sales across the globe reached around 6.6 million in 2021.
  • SiC semiconductors are ideal for applications, such as onboard chargers and inverters, being used within the plug-in hybrid (PHEV) and fully electric vehicles (EVs). This is because their energy efficiency is significantly higher compared to traditional silicon.
  • Also, to ensure that EVs can operate over long distances and charge within a reasonable timeframe, the vehicle's power electronics must be capable of handling high temperatures. SiC semiconductors benefit from more than 95% energy efficiency. Only 5% of energy is lost as heat during power conversion, such as recharging the vehicle with a high-power rapid-charger.
  • In Japan, the University of Tokyo has been working with Mitsubishi Electric Corporation to enhance the reliability of SiC semiconductor devices. Earlier, Mitsubishi Electric revealed a new ultra-compact SiC inverter designed for hybrid vehicles, with mass commercialization targeted around 2021.
  • Moreover, Delphi Technologies and Cree have partnered to create the former's inverters, combined with Cree's SiC MOSFETs. It has significantly reduced the power module's overall temperature while enabling higher power outputs to support an extended range for hybrid and fully electric automobiles. These inverters are also 40% lighter and 30% more compact than competing models.
  • Further, in May 2021, Infineon Technologies launched a new power module with CoolSiC MOSFET technology for automotive applications. The use of SiC instead of Si ensures higher efficiency in converters in electric vehicles. For example, Hyundai Motor Group reported that it was able to increase the range of its vehicles by more than 5% because of efficiency gains resulting from the lower losses of this SiC solution compared to the Si-based solution, with the help of the traction inverters based on Infineon's CoolSiC power module.
  • Moreover, in March 2021, as part of the Industrial Strategy Challenge Fund led by the UK Research and Innovation, the UK government awarded GBP 4.8 million to Swansea University to manufacture silicon carbide (SiC) power semiconductor devices and create more efficient power electronics for transportation, homes, and industry, and help the nation achieve its net-zero ambitions.

Asia Pacific to Witness the Fastest Growth

  • The Asia Pacific dominates the global SiC power semiconductor market, pertaining to global semiconductor market growth, which is also supported by government policies. Furthermore, the region's semiconductor industry is driven by China, Taiwan, Japan, and South Korea, which together account for around 65% of the global discrete semiconductor market. In contrast, others like Thailand, Vietnam, Singapore, and Malaysia also contribute significantly to the region's dominance in the market.
  • According to the Indian Electronics and Semiconductor Association, India's semiconductor component market is expected to be worth USD 32.35 billion by 2025, displaying a CAGR of 10.1% (2018-2025). The country is a lucrative destination for worldwide R&D centers. Therefore, the government's ongoing Make In India initiative is expected to result in investments in the semiconductor market.
  • Moreover, the region is an electronics hub that produces millions of electronic devices every year for exporting to other countries and consumption in the area. This high production of electronic components and devices largely contributes to the market share of the studied market. For instance, the increasing demand for consumer electronics in India has also facilitated the regional market's growth. According to IBEF, demand for electronics hardware in India is expected to reach USD 400 billion by FY2024, which will further drive market growth.
  • China is the world's largest producer of electricity. The country's energy demand is expected to increase, thereby resulting in growth in energy production. For instance, according to the IEA, in China, sales of electric vehicles have more than doubled; further, in 2021, it sold approximately 3.3 million more electric cars than in other countries.
  • The automotive industry has been increasing in China, and the country is playing an increasingly important role in the global automotive market. The Government of China sees its automotive industry, including the auto parts sector, as one of its pillar industries. The government expects China's automobile output to reach 30 million units by 2020 and 35 million units by 2025.
  • Further, the electric vehicle market is gaining momentum in India, owing to the government's ambitious plans and initiatives. Public authorities in India have made several electric vehicle-related policy announcements over the past few years, showing strong commitment, concrete action, and significant ambition to deploy electric vehicles in the country.

Silicon Carbide Power Semiconductor Industry Overview

The silicon carbide power semiconductor market is highly competitive. It consists of several significant players, including Infineon Technologies AG, Texas Instruments Inc., ST Microelectronics NV, Hitachi Power Semiconductor Device Ltd, NXP Semiconductor, Fuji Electric Co. Ltd, Semikron International GmbH, Cree Inc., ON Semiconductor Corporation, Mitsubishi Electric Corporation, and others. These companies are introducing new products, partnerships, and acquisitions, to increase their market share.

  • June 2021 - Hitachi, a Japanese electronics company, announced plans to extend its existing presence in Hillsboro by building a big semiconductor research lab to cooperate with manufacturing clients in the United States to create new technologies.
  • April 2021 - Infineon Technologies AG launched a new EasyPACK 2B module to its 1200 V product line. The module offers a three-level Active NPC (ANPC) topology, including CoolSiC MOSFETs, TRENCHSTOP IGBT7 devices, NTC temperature sensor, and PressFIT contact technology pins.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHT

  • 4.1 Market Overview
  • 4.2 Industry Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Intensity of Competitive Rivalry
    • 4.3.5 Threat of Substitutes
  • 4.4 Impact of COVID-19 on the Market
  • 4.5 Technology Snapshot

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increase in the Demand for Consumer Electronics and Wireless Communications
    • 5.1.2 Growing Demand for Energy-Efficient Battery-Powered Portable Devices
  • 5.2 Market Challenges
    • 5.2.1 Shortage of Silicon Wafers and Variable Driving Requirements

6 MARKET SEGMENTATION

  • 6.1 By End-user Industry
    • 6.1.1 Automotive (xEVs and EV Charging Infrastructure)
    • 6.1.2 IT and Telecommunication
    • 6.1.3 Power (Power Supply, UPS, PV, Wind etc.)
    • 6.1.4 Industrial (Motor drives)
    • 6.1.5 Other End-user Industries (Rail, Oil & Gas, Military, Medical, R&D etc.)
  • 6.2 By Geography
    • 6.2.1 Americas
    • 6.2.2 Europe, Middle East and Africa
    • 6.2.3 Asia Pacific

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Infineon technologies AG
    • 7.1.2 UnitedSiC
    • 7.1.3 ST Microelectronics NV
    • 7.1.4 ON Semiconductor Corporation
    • 7.1.5 GeneSiC Semiconductor Inc.
    • 7.1.6 Danfoss A/S
    • 7.1.7 Microsemi Corporation
    • 7.1.8 Toshiba Corporation
    • 7.1.9 Mitsubishi Electric Corporation
    • 7.1.10 Fuji Electric Co. Ltd
    • 7.1.11 Semikron International

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET