电动车和电动车充电设备用宽频隙半导体：碳化硅和氮化镓、电动车和EVSE用宽频隙半导体材料全球市场分析和预测（2023-2032）

本报告分析了用于电动车（EV）和电动车充电设备（EVSE）的宽频隙（WBG）半导体的全球市场，并解释了WBG半导体如何在电动车和EVSE中使用，以及碳化硅半导体如何在EV和EVSE中使用. (SiC) 和氮化镓 (GaN) 均适用于这两种应用。我们也提供了 SiC 和 GaN 在 EV 和 EVSE 中的 WBG 半导体收益的市场预测（直至 2032 年）。电动车依使用WBG半导体的零件（主牵引变频器、车用充电装置、DC-DC转换器）进行分类。EVSE依直流快速充电机类型分类（50kW以下、50-250kW、250-400kW、400kW以上）。该报告还提供了按应用和材料划分的收入预测。

目录

第一章执行摘要

第二章 市场问题

• 半导体
  • 带隙
• 宽频隙 (WBG) 半导体
  • 半导体
• 宽频隙半导体的应用
  • 电动车
  • 电动汽车电子设备
• 促进者
  • 电动车成长
  • 政府和宽频隙製造商的投资
  • 快速充电基础设施的成长
  • 其他用途的规模经济
  • 透过提高效率和缩小组件来降低成本
• 障碍
  • 成本上升和系统集成
  • 材料、供应炼和生产限制
  • 保护主义

第三章产业价值链

• 介绍
• 价值链图解
• 竞争格局
  • 併购 (M&A) 活动
  • 商业模式转型

第四章市场预测

• 范围
• 调查方法
• 主要先决条件
• 结果
  • 用于电动车的 WBG 半导体收入
  • EVSE 的 WBG 半导体收入

第 5 章结论和建议

• 结论
• 3大要点
• 推荐
  • 利用 WBG 半导体：协作和优化
  • 持续扩大激励措施和产能投资
  • 供应链多元化

第 6 章首字母缩写词和缩写词列表

第七章 目录

第8章图表

第九章 研究范围、资讯来源/研究方法、註释

This Guidehouse Insights report provides an overview of how WBG semiconductors are used in EVs and EVSE and the advantages SiC and GaN provide for both applications. It provides Guidehouse Insights' market forecasts to 2032 for WBG semiconductor revenues in EVs and EVSE, broken down by SiC and GaN. EVs are segmented by components where WBG semiconductors are used: main traction inverters, onboard chargers, and DC-DC converters. EVSE are segmented by DC fast charger type: <50 kW, 50-250 kW, 250-400 kW, and >400 kW. The report provides forecasts for the revenues associated with each application component and material.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Introduction
• 2.2 Semiconductor Basics
  • 2.2.1 Band Gap
• 2.3 Wide Bandgap Semiconductors
  • 2.3.1 WBG Semiconductor Materials
• 2.4 Uses of Wide Bandgap Semiconductors
  • 2.4.1 EVs
  • 2.4.2 EV Supply Equipment
• 2.5 Drivers
  • 2.5.1 Growth in EVs
  • 2.5.2 Investments from Governments and WBG Manufacturers
  • 2.5.3 Growth of Fast Charging Infrastructure
  • 2.5.4 Economies of Scale from Other Applications
  • 2.5.5 Cost Savings from Increased Efficiency and Smaller Components
• 2.6 Barriers
  • 2.6.1 Higher Costs and System Integration
  • 2.6.2 Material, Supply Chain, and Production Limitations
  • 2.6.3 Trade Protectionism

3. Industry Value Chain

• 3.1 Introduction
• 3.2 Pictorial Representation of the Value Chain
• 3.3 Competitive Landscape
  • 3.3.1 Merger and Acquisition Activities
  • 3.3.2 Business Model Evolution

4. Market Forecasts

• 4.1 Scope
• 4.2 Methodology
• 4.3 Key Assumptions
• 4.4 Results
  • 4.4.1 WBG Semiconductor Revenues in EVs
    • 4.4.1.1 Main Traction Inverter
    • 4.4.1.2 Onboard Charger
    • 4.4.1.3 DC-DC Converters
  • 4.4.2 WBG Semiconductor Revenue in EVSE

5. Conclusions and Recommendations

• 5.1 Conclusions
• 5.2 Three Big Takeaways
• 5.3 Recommendations
  • 5.3.1 Collaboration and Optimization of WBG Semiconductor Usage
  • 5.3.2 Continue to Expand Incentives and Investments in Production Capacity
  • 5.3.3 Diversify Supply Chain

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes

List of Tables

• PEV Sales by Region, World Markets: 2023-2032
• DC Fast Charger Sales by Region, World Markets: 2023-2032
• DC <50 kW Charge Point Sales by Region, World Markets: 2023-2032
• DC 50 kW-250 kW Charge Point Sales by Region, World Markets: 2023-2032
• DC 250 kW-400 kW Charge Point Sales by Region, World Markets: 2023-2032
• DC >400 kW Charge Point Sales by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue by Region, World Markets: 2023-2032

SiC Revenue by Region, World Markets 2023-2032

• GaN Revenue by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVs by Region, World Markets: 2023-2032

WBG Semiconductor Revenues in Main Traction Inverters by Region, World Markets 2023-2032

• WBG Semiconductor Revenues in Onboard Chargers by Region, World Markets: 2023-2032
• WBG Semiconductor Revenues in DC-DC Converters by Region, World Markets: 2023-2032
• SiC Revenue in EVs by Region, World Markets: 2023-2032

SiC Revenues in Main Traction Inverters by Region, World Markets 2023-2032

• SiC Revenues in Onboard Chargers by Region, World Markets: 2023-2032
• SiC Revenues in DC-DC Converters by Region, World Markets: 2023-2032
• GaN Revenue in EVs by Region, World Markets: 2023-2032

GaN Revenues in Main Traction Inverters by Region, World Markets 2023-2032

• GaN Revenues in Onboard Chargers by Region, World Markets: 2023-2032
• GaN Revenues in DC-DC Converters by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVSE by Region, World Markets: 2023-2032

WBG Semiconductor Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

• WBG Semiconductor Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
• WBG Semiconductor Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
• WBG Semiconductor Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032
• SiC Revenue in EVSE by Region, World Markets: 2023-2032

SiC Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

• SiC Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
• SiC Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
• SiC Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032
• GaN Revenue in EVSE by Region, World Markets: 2023-2032

GaN Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

• GaN Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
• GaN Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
• GaN Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032

Bandgap Energy of Select Semiconductors

Properties of Si, SiC, and GaN

WBG Semiconductor Costs Assumptions by Application and Segmentation

List of Figures

• WBG Semiconductor Revenue by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue by Material, World Markets: 2023-2032
• SiC Revenue by Application, World Markets: 2023-2032
• GaN Revenue by Application, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVs by Component, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVs by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in Main Traction Inverters by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in Onboard Chargers by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in DC-DC Converters by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVSE by Segment, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVSE by Material, World Markets: 2023-2032

Band Gap Diagram

Value Chain for WBG Semiconductors in EVs and EVSE

Regional Forecast Segments