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市场调查报告书
商品编码
1937328

碳化硅：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

Silicon Carbide - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
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

预计到 2026 年，碳化硅市场价值将达到 53.2 亿美元，高于 2025 年的 48.2 亿美元，预计到 2031 年将达到 87.5 亿美元。

预计2026年至2031年年复合成长率（CAGR）为10.45%。

碳化硅市场-IMG1

这一增长动能主要得益于200毫米晶圆的过渡。英飞凌于2025年2月首次展示了这项技术，它使每片基板的晶片产量几乎翻了一番，并降低了单位成本。电动车製造商向800V架构的转型、可再生能源逆变器对98%效率的追求以及资料中心营运商降低25-40%冷却成本的目标，都进一步推动了市场需求。政府的支持也促进了这一成长。美国的《晶片安全与创新法案》（CHIPS Act）为Wolfspeed位于北卡罗来纳州的工厂提供了7.5亿美元的资金，而欧洲的《晶片安全与创新法案》则为意法半导体位于义大利的工厂拨款50亿欧元，从而加强了区域供应安全。儘管亚太地区保持着规模优势，但西方为维护自身主权所做的努力正在重塑供应链格局。同时，量子光电研究正为电力电子以外的碳化硅市场开闢新的机会。

全球碳化硅市场趋势与洞察

电力电子领域需求的快速成长

随着汽车製造商向 800V 驱动系统过渡，他们需要能够以超过 100kHz 的频率开关的 SiC MOSFET，安森美半导体 (ON Semiconductor) 的 EliteSiC M3e 系列产品就证明了这一点，该系列产品与之前的製程节点相比，关断损耗降低了一半。英飞凌 (Infineon) 的 1200V CoolSiC 装置无需额外隔离即可使充电器在超过 900V 的电压下运行，从而加速了电动车平台的普及。资料中心营运商报告称，基于 SiC 的整流器可将转换效率提高到 98%，从而降低 25-40% 的冷却成本。预计到 2050 年，这些应用情境将推动晶圆需求达到硅基基板的水平。随着工业马达驱动装置、轨道交通牵引系统和伺服器电源向宽能带隙解决方案过渡，碳化硅市场持续扩张，这些解决方案在高频下性能优于硅 IGBT。

在可再生能源领域扩大应用

弗劳恩霍夫太阳能係统研究所 (Fraunhofer ISE) 的 3.3kV 碳化硅 (SiC) 电晶体可实现效率高达 98.4% 的太阳能逆变器，这些逆变器可直接连接中压电网，无需大型变压器。在太阳能发电厂中，与硅二极体相比，它们可将系统效率提高 2%，并将能量损耗降低 70%。风力发电机利用碳化硅的导热性能，无需额外冷却即可承受高达 200°C 的转子侧温度。基于碳化硅的双向转换器支援车网互动 (V2G) 方案，可在用电高峰期稳定电网。欧洲鼓励分散式发电的政策框架正在加速对高性能逆变器的需求，从而保持碳化硅市场的长期成长势头。

原料成本波动

晶圆原料成本占碳化硅元件成本的55%至70%。高能耗的艾奇逊製程在2000°C以上的高温下运作，每公斤耗电10.5至13千瓦时，这意味着不断上涨的电价会直接反映在现金成本上。 2024年俄乌衝突导致的供应中断将使原物料采购更加紧张，而中国的环保法规会週期性地导致全球70%的金属硅产量停滞。将晶圆尺寸扩大到200毫米需要新的熔炉和化学气相沉积（CVD）反应器，这将增加资本支出。 Susteon公司采用甲烷热解的试验回收技术可望将原料成本降低至每公斤10至20美元，并将二氧化碳排放减少75%，但商业化预计还需要数年时间。

细分市场分析

由于其製造成本低廉且适用于磨料、耐火材料和冶金添加剂，黑色碳化硅预计在2025年将占总收入的41.56%。黑色碳化硅的市场规模受益于大型艾奇逊炉，从而实现了规模经济。绿色碳化硅虽然产量较低，但由于功率元件和量子光子光电工厂对高纯度碳化硅的需求不断增长，预计其复合年增长率将达到13.05%，成为市场成长最快的产品。义法半导体在其诺尔雪平工厂过渡到200毫米绿色碳化硅晶圆后，单晶片产量几乎晶粒，充分展现了规模化生产的优势。

由于绿色碳化硅（SiC）缺陷密度较低，能够提高晶片产量比率并延长现场服务中的平均故障间隔时间（MTBF），因此装置製造商愿意为绿色碳化硅支付溢价。随着电动车（EV）和可再生能源逆变器的日益普及，预计绿色碳化硅与黑色碳化硅之间的价格差距将逐渐缩小，从而扩大碳化硅市场的潜在收入基础。特种冶金和陶瓷碳化硅产品服务于石油化工、航太和国防等细分市场，这些市场重视抗氧化性和热衝击稳定性，从而构建了一条稳健的产品线，降低了单一细分市场波动带来的风险。

本碳化硅报告按产品类型（黑色碳化硅、绿色碳化硅及其他产品）、应用领域（钢铁製造、能源、汽车、航太与国防、电子与半导体及其他应用）和地区（亚太地区、北美、欧洲、南美、中东和非洲）进行细分。市场预测以美元以金额为准。

区域分析

到2025年，亚太地区将占全球收入的52.12%，年复合成长率达11.96%，主要得益于中国正在进行的28个晶圆计划，其中包括广东天宇半导体和汉天科技。韩国IDM公司正在为现代和起亚汽车增加SiC製程节点，而台湾的晶圆代工产业丛集则为无晶圆厂半导体製造商提供灵活的产能。印度也进入碳化硅市场，RIR Power Electronics在奥里萨邦投资6.2亿美元建造该国首条专用生产线。

在北美，总额达527亿美元的《晶片技术创新法案》（CHIPS Act）为从晶体生长到模组组装的各个环节提供激励措施。 Wolfspeed位于北卡罗来纳州的工厂将成为全球最大的碳化硅材料生产基地之一，而博世位于加州的工厂正准备为2026年的汽车项目生产200毫米晶圆。特斯拉和通用汽车正在满足区域需求，加拿大供应高纯度石英原料，墨西哥正在建立组装丛集。

在欧洲，一项耗资430亿欧元（约502.3亿美元）的《欧洲晶片法案》旨在2030年将欧洲半导体市场份额翻倍。英飞凌正在马来西亚增设后端生产线，以补充其在奥地利的前端产能，从而提高成本效益。大众汽车、宝马和Stellantis已签署多年承购协议。中东和非洲的小规模市场则依赖欧洲和亚洲的原始设备製造商（OEM）来供应碳化硅（SiC）装置，这些装置用于公用事业规模的太阳能发电厂和石化加热器。

其他福利：

  • Excel格式的市场预测（ME）表
  • 分析师支持（3个月）

目录

第一章 引言

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

  • 市场概览
  • 市场驱动因素
    • 电力电子领域需求的快速成长
    • 在可再生能源领域扩大应用
    • 碳化硅陶瓷在极端温度设备的快速应用
    • 政府对宽能带隙半导体製造厂的奖励措施
    • 在航太和国防工业中不断扩大的应用
  • 市场限制
    • 原料成本波动
    • 替代产品的供应情况
    • 碳化硅研磨厂严格的粒状物排放法规
  • 价值链分析
  • 波特五力模型
    • 供应商的议价能力
    • 买方的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度

第五章 市场规模与成长预测

  • 依产品类型
    • 黑色碳化硅
    • 绿色碳化硅
    • 其他产品（冶金级碳化硅等）
  • 透过使用
    • 钢铁製造
    • 活力
    • 车
    • 航太/国防
    • 电子和半导体
    • 其他用途（工业製造、磨料、陶瓷等）
  • 按地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 泰国
      • 印尼
      • 越南
      • 马来西亚
      • 菲律宾
      • 亚太其他地区
    • 北美洲
      • 我们
      • 加拿大
      • 墨西哥
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 西班牙
      • 俄罗斯
      • 北欧国家
      • 土耳其
      • 其他欧洲
    • 南美洲
      • 巴西
      • 阿根廷
      • 哥伦比亚
      • 南美洲其他地区
    • 中东和非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 卡达
      • 南非
      • 奈及利亚
      • 埃及
      • 其他中东和非洲地区

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率（%）/排名分析
  • 公司简介
    • Blasch Precision Ceramics, Inc.
    • Christy Refactories
    • CoorsTek Inc.
    • CUMI EMD.
    • Elkem ASA
    • ESD-SIC
    • Imerys
    • Infineon Technologies AG
    • Kymera International
    • Morgan Advanced Materials
    • Navarro SiC
    • NGK INSULATORS, LTD.
    • ROHM Co., Ltd.
    • Saint-Gobain
    • Schunk Ingenieurkeramik
    • Semiconductor Components Industries, LLC
    • Semiconductor Components Industries, LLC（onsemi）
    • STMicroelectronics
    • Tateho Chemical
    • Washington Mills
    • Wolfspeed, Inc.

第七章 市场机会与未来展望

简介目录
Product Code: 68929

Silicon Carbide Market size in 2026 is estimated at USD 5.32 billion, growing from 2025 value of USD 4.82 billion with 2031 projections showing USD 8.75 billion, growing at 10.45% CAGR over 2026-2031.

Silicon Carbide - Market - IMG1

Momentum originates from the shift to 200 mm wafers, first realized by Infineon in February 2025, which nearly doubles chip output per substrate and lowers unit costs. Demand gains are sharpened by electric-vehicle (EV) makers migrating to 800 V architectures, renewable-energy inverters seeking 98% efficiency, and data-center operators targeting 25-40% cooling cost cuts. Government incentives amplify growth: the U.S. CHIPS Act granted USD 750 million to Wolfspeed's North Carolina plant, while the European Chips Act allocated EUR 5 billion to STMicroelectronics' Italian fab, bolstering regional supply security. Asia-Pacific retains scale advantages, yet Western sovereignty initiatives are redrawing supply-chain maps even as quantum-photonic research opens new, non-power electronics horizons for the silicon carbide market.

Global Silicon Carbide Market Trends and Insights

Surging Demand from Power Electronics

Automotive OEMs transitioning to 800 V drivetrains now specify SiC MOSFETs capable of switching above 100 kHz, as shown by onsemi's EliteSiC M3e family that halves turn-off losses versus prior nodes. Infineon's 1200 V CoolSiC devices enable chargers operating beyond 900 V without extra insulation, accelerating EV platform adoption. Data-center operators report 25-40% cooling savings when SiC-based rectifiers lift conversion efficiency to 98%. Together, these use cases push wafer demand toward parity with silicon substrates by 2050. The silicon carbide market continues to broaden as industrial motor drives, rail traction, and server power supplies migrate to wide-band-gap solutions that outclass silicon IGBTs at high frequencies.

Increasing Utilization in Renewable Energy

Fraunhofer ISE's 3.3 kV SiC transistors deliver 98.4% efficient solar inverters that connect directly to medium-voltage grids, eliminating bulky transformers. Solar installations achieve 2% additional system efficiency and 70% lower energy losses versus silicon diodes, while wind turbines use SiC's thermal conductivity to handle 200 °C rotor-side temperatures without extra cooling. Bidirectional converters built on SiC underpin vehicle-to-grid schemes that stabilize networks during peak demand. European policy frameworks mandating distributed generation intensify pull for high-performance inverters, sustaining long-term momentum for the silicon carbide market.

Fluctuating Cost of Raw Materials

Wafer inputs form 55-70% of the SiC device cost. The energy-intensive Acheson route runs above 2,000 °C and consumes 10.5-13 kWh per kg, so power-price spikes feed straight into cash costs. Russian-Ukrainian supply disruptions tightened feedstock availability in 2024, while Chinese environmental curbs periodically idle 70% of global silicon metal output. Upsizing to 200 mm crystals demands fresh furnaces and CVD reactors, adding capital strain. Pilot recycling flows from Susteon promise 75% CO2 cuts and USD 10-20 per kg feedstock via methane pyrolysis, though commercialization sits years away.

Other drivers and restraints analyzed in the detailed report include:

  1. Fast Adoption of SiC Ceramics in Extreme-Temperature Equipment
  2. Government Incentives for Wide-Bandgap fabs
  3. Availability of Substitutes

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Black SiC retained 41.56% of 2025 revenue due to its lower manufacturing costs and suitability for abrasives, refractories, and metallurgical additives. The silicon carbide market size for black grades benefits from large Acheson furnaces that achieve economies of scale. Green SiC, though smaller in volume, embodies the highest 13.05% CAGR as high-purity demand rises from power-device and quantum-photonic fabs. STMicroelectronics' switch to 200 mm green-SiC wafers in Norrkoping nearly doubles die output per slice, illustrating scale-up benefits.

Device makers pay premiums for green SiC because lower defect densities translate to higher chip yields and longer mean-time-to-failure in field service. As EV and renewable inverters proliferate, production learning curves are forecast to narrow the price gap versus black SiC, enlarging addressable revenue pools inside the silicon carbide market. Specialized metallurgical and ceramic variants serve petrochemical, aerospace, and defense niches that value oxidation resistance and thermal shock stability, supporting a robust product spectrum that cushions suppliers against single-segment volatility.

The Silicon Carbide Report is Segmented by Product Type (Black Silicon Carbide, Green Silicon Carbide, and Other Products), Application (Steel Manufacturing, Energy, Automotive, Aerospace and Defense, Electronics and Semiconductors, and Other Applications), and Geography (Asia-Pacific, North America, Europe, South America, and Middle-East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

Asia-Pacific accounted for 52.12% of global revenue in 2025 and expands at a 11.96% CAGR, sustained by 28 active Chinese wafer projects spanning Guangdong Tianyu Semiconductor and Hantian Technology. South Korean IDMs add SiC process nodes to serve Hyundai and Kia, while Taiwan's foundry cluster offers flexible capacity to fabless chipmakers. India entered the silicon carbide market when RIR Power Electronics invested USD 620 million in Odisha, building the country's first dedicated line.

North America benefits from USD 52.7 billion in CHIPS Act incentives that cover everything from crystal growth to module assembly. Wolfspeed's North Carolina site will be the world's largest SiC materials facility, and Bosch's California fab readies 200 mm wafers for 2026 automotive programs. Tesla and GM anchor regional demand while Canada supplies high-purity quartz feedstock and Mexico evolves assembly clusters.

Europe advances through a EUR 43 billion (~USD 50.23 billion) Chips Act aimed at doubling the continental semiconductor share by 2030. Infineon augments Austrian front-end output with Malaysian back-end lines for cost efficiency, while Volkswagen, BMW, and Stellantis lock multi-year offtake contracts. Smaller Middle East and African markets import SiC devices for utility-scale solar farms and petrochemical heaters, relying on European and Asian OEMs for supply.

  1. Blasch Precision Ceramics, Inc.
  2. Christy Refactories
  3. CoorsTek Inc.
  4. CUMI EMD.
  5. Elkem ASA
  6. ESD-SIC
  7. Imerys
  8. Infineon Technologies AG
  9. Kymera International
  10. Morgan Advanced Materials
  11. Navarro SiC
  12. NGK INSULATORS, LTD.
  13. ROHM Co., Ltd.
  14. Saint-Gobain
  15. Schunk Ingenieurkeramik
  16. Semiconductor Components Industries, LLC
  17. Semiconductor Components Industries, LLC (onsemi)
  18. STMicroelectronics
  19. Tateho Chemical
  20. Washington Mills
  21. Wolfspeed, Inc.

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 Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Surging Demand from Power-Electronics
    • 4.2.2 Incresing Utilization in Renewable Energy
    • 4.2.3 Fast Adoption of SiC Ceramics in Extreme-Temperature Equipment
    • 4.2.4 Government incentives for wide-band-gap fabs
    • 4.2.5 Growing Usage in Aerospace and Defence Industry
  • 4.3 Market Restraints
    • 4.3.1 Fluctuating Cost of Raw Materials
    • 4.3.2 Availability of Substitues
    • 4.3.3 Tight particulate-emission norms for SiC grinding plants
  • 4.4 Value Chain Analysis
  • 4.5 Porter's Five Forces
    • 4.5.1 Bargaining Power of Suppliers
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Threat of New Entrants
    • 4.5.4 Threat of Substitutes
    • 4.5.5 Degree of Competition

5 Market Size and Growth Forecasts (Value)

  • 5.1 By Product Type
    • 5.1.1 Black Silicon Carbide
    • 5.1.2 Green Silicon Carbide
    • 5.1.3 Other Products (Metallurgical-grade SiC, etc.)
  • 5.2 By Application
    • 5.2.1 Steel Manufacturing
    • 5.2.2 Energy
    • 5.2.3 Automotive
    • 5.2.4 Aerospace and Defense
    • 5.2.5 Electronics and Semiconductors
    • 5.2.6 Other Applications (Industrial Manufacturing, Abrasives and Ceramics, etc.)
  • 5.3 By Geography
    • 5.3.1 Asia-Pacific
      • 5.3.1.1 China
      • 5.3.1.2 India
      • 5.3.1.3 Japan
      • 5.3.1.4 South Korea
      • 5.3.1.5 Thailand
      • 5.3.1.6 Indonesia
      • 5.3.1.7 Vietnam
      • 5.3.1.8 Malaysia
      • 5.3.1.9 Philippines
      • 5.3.1.10 Rest of Asia-Pacific
    • 5.3.2 North America
      • 5.3.2.1 United States
      • 5.3.2.2 Canada
      • 5.3.2.3 Mexico
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 United Kingdom
      • 5.3.3.3 France
      • 5.3.3.4 Italy
      • 5.3.3.5 Spain
      • 5.3.3.6 Russia
      • 5.3.3.7 NORDIC Countries
      • 5.3.3.8 Turkey
      • 5.3.3.9 Rest of Europe
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Colombia
      • 5.3.4.4 Rest of South America
    • 5.3.5 Middle-East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 United Arab Emirates
      • 5.3.5.3 Qatar
      • 5.3.5.4 South Africa
      • 5.3.5.5 Nigeria
      • 5.3.5.6 Egypt
      • 5.3.5.7 Rest of Middle-East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share(%)/Ranking Analysis
  • 6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)}
    • 6.4.1 Blasch Precision Ceramics, Inc.
    • 6.4.2 Christy Refactories
    • 6.4.3 CoorsTek Inc.
    • 6.4.4 CUMI EMD.
    • 6.4.5 Elkem ASA
    • 6.4.6 ESD-SIC
    • 6.4.7 Imerys
    • 6.4.8 Infineon Technologies AG
    • 6.4.9 Kymera International
    • 6.4.10 Morgan Advanced Materials
    • 6.4.11 Navarro SiC
    • 6.4.12 NGK INSULATORS, LTD.
    • 6.4.13 ROHM Co., Ltd.
    • 6.4.14 Saint-Gobain
    • 6.4.15 Schunk Ingenieurkeramik
    • 6.4.16 Semiconductor Components Industries, LLC
    • 6.4.17 Semiconductor Components Industries, LLC (onsemi)
    • 6.4.18 STMicroelectronics
    • 6.4.19 Tateho Chemical
    • 6.4.20 Washington Mills
    • 6.4.21 Wolfspeed, Inc.

7 Market Opportunities and Future Outlook

  • 7.1 White-space and Unmet-need Assessment
  • 7.2 Growing Innovation in High Frequency and Quantum Tech Applications