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全球氮化镓半导体装置市场2024-2031Global GaN Semiconductor Device Market 2024-2031 |
氮化镓半导体装置市场规模、份额和趋势分析报告(按产品(氮化镓射频装置、光电半导体和功率半导体)、按装置(分离半导体和整合半导体)、按应用(照明和雷射、电源驱动、电源和逆变器和射频 (RF)),以及最终用户(汽车、消费性电子产品、国防与航太、医疗保健、工业与电力、资讯与通讯技术等)预测期 (2024-2031)
预计 GaN 半导体装置市场在预测期内(2024-2031 年)复合年增长率将达到 13.4%。市场成长归因于基础设施开发和电动车製造中越来越多地采用GaN半导体装置,而消费性电子产品需求的不断增长推动了市场的成长。根据世界半导体贸易统计(WSTS)2021年秋季半导体产业预测,预计2022年全球半导体产业销售额将达6,010亿美元,2023年将达6,330亿美元。
GaN Semiconductor Device Market Size, Share & Trends Analysis Report by Product (GaN Radio Frequency Devices, Opto-semiconductors, and Power Semiconductors), by Device (Discrete Semiconductor and Integrated Semiconductor), by Application (Lighting & Lasers, Powers Drives, Supplies & inverters and Radio Frequency (RF)), and by End-Users (Automotive, Consumer Electronics, Defense & Aerospace, Healthcare, Industrial & Power, Information & Communication Technology and Others)Forecast Period (2024-2031)
GaN semiconductor device market is anticipated to grow at a significant CAGR of 13.4% during the forecast period (2024-2031). The market growth is attributed to the growing adoption of GaN semiconductor devices in infrastructure development and EV manufacturing, and the rising demand for consumer electronics drives the growth of the market. According to the World Semiconductor Trade Statistics (WSTS) Fall 2021 Semiconductor Industry Forecast, global semiconductor industry sales are forecasted to reach $601.0 billion in 2022 and $633.0 billion in 2023.
Market Dynamics
Growing Adoption of GaN-Based Radio Frequency (RF) Devices
Gallium nitride (GaN) device is emerging as the most common choice for power amplifier applications. Demand for widespread 5G deployment and predicted traffic surges are driving up demand for high frequency, high linearity, and affordable GaN power amplifiers. Wide bandgap materials like gallium nitride (GaN) have a lot to offer high-power radio frequency (RF) applications. Several significant physical and electrical features of gallium nitride set it apart from other conventional semiconductors like silicon. Gallium nitride (GaN) material has several additional important applications outside of radiofrequency (RF) applications, like power amplifiers (PA). These devices have grown increasingly desirable owing to their ever-increasing power and efficiency, notably for military-grade radar applications and space applications.
Increasing Demand for Higher Power Density and Efficiency
GaN-based power devices offer improved efficiency, lower switching losses, and increased power density. For this reason, GaN is perfect for systems like data centers, inverters, power supplies, and EV charging stations. The increasing demand for energy-efficient devices in industries such as automotive, renewable energy, and data centers is driving the adoption of GaN semiconductor devices. GaN-based power electronics are essential to EVs as they increase power density, decrease weight and size, and improve efficiency. GaN semiconductor devices are to be used more frequently in EV charging systems and powertrains as the demand for EVs rises on a global scale.
Market Segmentation
Our in-depth analysis of the global GaN semiconductor device market includes the following segments by component, product, application, and end-users.
GaN Radio Frequency Devices is Projected to Emerge as the Largest Segment
Based on the product, the global GaN semiconductor device market is sub-segmented into GaN radio frequency devices, opto-semiconductors and power semiconductors. Among these GaN radio frequency devices sub-segment is expected to hold the largest share of the market. The primary factor supporting the segment's growth includes increased demand for GaN radio frequency devices in civil and military pulsed radar amplifiers. Additionally, the higher operating frequencies provided by GaN semiconductors make them suitable for use in radar communication, terrestrial radios, and military jammers. For instance, in September 2021, Tagore Technology Inc. introduced high-power GaN-based RF switches generation RF switches featuring 10W to 100W of average power. The new switches offer insertion loss, power handling, and harmonic performance. The TS8x family of products is best suited for post-power amplifier (PA) harmonics filter switching for tactical and military communications (Mil Comm), land mobile radios (LMR) and private mobile radios (PMR).
Information & Communication Technology Sub-segment to Hold a Considerable Market Share
Based on end-users, the global GaN semiconductor device market is sub-segmented into automotive, consumer electronics, defense & aerospace, healthcare, industrial & power, information & communication technology, and others (healthcare).Among these, the information & communication technology sub-segment is expected to hold considerable share of the market. The segmental growth is attributed to the increasing adoption of 5G technology to enable faster data transfer speeds and improved efficiency. GaN semiconductor devices are widely used in high-frequency amplifier applications, including 5G. The transistors used in communication devices are required to support higher power and higher frequencies for an increased volume of data transmission. For instance, in October 2022, Sumitomo Electric Industries, Ltd. Developed a gallium nitride transistor (GaN-HEMT*¹) that uses N-polar GaN and, for the gate insulating layer, the first hafnium (Hf)-based, highly heat-resistant, high-dielectric material, setting its sights on the post-5G era, which realize even greater capacity and high-speed communications.
The global GaN semiconductor device market is further segmented based on geography including North America (the US, and Canada), Europe (UK, Italy, Spain, Germany, France, and the Rest of Europe), Asia-Pacific (India, China, Japan, South Korea, and Rest of Asia-Pacific), and the Rest of the World (the Middle East & Africa, and Latin America).
Increasing Adoption of GaN Semiconductor Devices in Asia-Pacific
Global GaN semiconductor device Market Growth by Region 2024-2031
Source: OMR Analysis
North America Holds Major Market Share
Among all the regions, North America holds a significant share owing to numerous prominent companies and GaN semiconductor device providers. The growth is attributed to the growing adoption of GaN semiconductor devices in the defense and aerospace industry, automotive, consumer electronics, and industrial & power contributing to the regional growth. Furthermore, semiconductor companies in the region introducing GaN technology to improve overall efficiency. For instance, in March 2024, Navitas Semiconductor introduced a 3.2kW data center device power platform utilizing the latest GaN technology enabling over 100W/in3 and over 96.5% efficiency. Now, Navitas is releasing a 4.5kW platform enabled by a combination of GaN and SiC to push densities over 130W/in3 and efficiencies over 97.0%.The platform utilizes newer GaN and SiC technologies and further advances in architecture to set all-new industry standards in power density, efficiency, and time-to-market.
Note: Major Players Sorted in No Particular Order.
The major companies serving the global GaN semiconductor device market include Infineon Technologies AG, Microchip Technology Inc., Mitsubishi Electric Corp., Northrop Grumman Corp., Taiwan Semiconductor Manufacturing Company Ltd., among others. The market players are increasingly focusing on business expansion and product development by applying strategies such as collaborations, mergers, and acquisitions to stay competitive in the market. For instance, in November 2021, Vitesco Technologies and GaN Systems Inc. collaborated to co-develop GaN power semiconductor technology. Power electronics based on GaN technology help to increase vehicle device range and to further improve the total energy efficiency of cars.
Recent Development