氮化镓半导体装置市场规模、份额和成长分析（按产品、组件、晶圆尺寸、应用、最终用途和地区）- 产业预测 2025-2032

氮化镓半导体装置市场规模预计在 2023 年达到 67 亿美元，并从 2024 年的 79.5 亿美元增长到 2032 年的 312.2 亿美元，预测期内（2025-2032 年）的复合年增长率为 18.65%。

受电子产品和电动车需求激增的推动，氮化镓（GaN）半导体装置市场预计将出现强劲成长。向高性能电子产品的转变和对能源效率的高度关注可能会推动GaN的进一步应用，尤其是在功率半导体应用领域。全球对 GaN 研发的投资，以及其在消费性电子领域的不断扩大的应用以及在可再生能源解决方案中的日益广泛的应用，为市场参与者创造了充足的机会。然而，基板可用性有限、製造成本高、硅基技术的竞争以及缺乏标准化等挑战可能会阻碍进展。因此，企业必须克服这些限制，才能在未来几年抓住GaN半导体的蓬勃发展机会。

目录

介绍

• 调查目的
• 研究范围
• 定义

调查方法

• 资讯采购
• 次要和主要资料方法
• 市场规模预测
• 市场假设与限制

执行摘要

• 全球市场展望
• 供需趋势分析
• 细分机会分析

市场动态及展望

• 市场概况
• 市场规模
• 市场动态
  • 驱动因素和机会
  • 限制与挑战
• 波特的分析

主要市场考察

• 关键成功因素
• 竞争程度
• 主要投资机会
• 市场生态系统
• 市场吸引力指数（2024 年）
• PESTEL 分析
• 总体经济指标
• 价值链分析
• 定价分析
• 案例研究
• 监管格局
• 专利分析

氮化镓半导体装置市场规模（按产品和复合年增长率） (2025-2032)

• 市场概况
• GaN 射频 (RF) 装置
• GaN光学半导体
• GaN功率元件

氮化镓半导体装置市场规模（按组件和复合年增长率）（2025-2032）

• 市场概况
• 电晶体
• 二极体
• 整流器
• 电源IC

氮化镓半导体装置市场规模（依晶圆尺寸及复合年增长率） (2025-2032)

• 市场概况
• 最多 4 英寸
• 4 英寸至 8 英寸
• 8 英吋

氮化镓半导体装置市场规模（依应用划分）及复合年增长率（2025-2032）

• 市场概况
• 动力驱动
• 射频
• 光检测和测距 (LiDAR)
• 无线充电
• 其他的

氮化镓半导体装置市场规模（依最终用途和复合年增长率划分）（2025-2032）

• 市场概况
• 车
• 家电
• 航太和国防
• 卫生保健
• 产业
• 其他的

氮化镓半导体装置市场规模（按地区）及复合年增长率（2025-2032）

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 德国
  • 西班牙
  • 法国
  • 英国
  • 义大利
  • 其他欧洲国家地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 其他亚太地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲国家
• 中东和非洲
  • 海湾合作委员会国家
  • 南非
  • 其他中东和非洲地区

竞争资讯

• 前 5 家公司对比
• 主要企业市场定位（2024年）
• 主要市场参与者所采用的策略
• 近期市场趋势
• 公司市场占有率分析（2024 年）
• 主要企业简介
  • 公司详细信息
  • 产品系列分析
  • 公司分部份额分析
  • 收益与前一年同期比较对比（2022-2024 年）

主要企业简介

• Qorvo, Inc.（USA）
• Wolfspeed, Inc.（USA）
• Sumitomo Electric Industries, Ltd.（Japan）
• Infineon Technologies AG（Germany）
• GaN Systems（Canada）
• Efficient Power Conversion Corporation（USA）
• MACOM Technology Solutions Holdings, Inc.（USA）
• NXP Semiconductors（Netherlands）
• Texas Instruments Incorporated（USA）
• ON Semiconductor（USA）
• Toshiba Corporation（Japan）
• Mitsubishi Electric Corporation（Japan）
• STMicroelectronics（Switzerland）
• Analog Devices, Inc.（USA）
• Panasonic Corporation（Japan）
• Broadcom Inc.（USA）
• Renesas Electronics Corporation（Japan）
• Cree, Inc.（USA）
• Samsung Electronics Co., Ltd.（South Korea）
• Microchip Technology Inc.（USA）

结论和建议

Gallium Nitride Semiconductor Devices Market size was valued at USD 6.7 billion in 2023 and is poised to grow from USD 7.95 billion in 2024 to USD 31.22 billion by 2032, growing at a CAGR of 18.65% during the forecast period (2025-2032).

The gallium nitride (GaN) semiconductor device market is poised for significant growth, driven by the soaring demand for electronics and electric vehicles. The shift towards high-performance electronics and a strong focus on energy efficiency will further enhance GaN adoption, particularly in power semiconductor applications. Global investments in GaN R&D are creating ample opportunities for market players, alongside the expansion of the consumer electronics sector and increasing use in renewable energy solutions. However, challenges such as limited substrate availability, high production costs, competition from silicon-based technologies, and a lack of standardization may hinder progress. As such, companies must navigate these constraints to leverage the burgeoning opportunities within the GaN semiconductor landscape in the coming years.

Top-down and bottom-up approaches were used to estimate and validate the size of the Gallium Nitride Semiconductor Devices market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Gallium Nitride Semiconductor Devices Market Segments Analysis

Global Gallium Nitride Semiconductor Devices Market is segmented by Product, Component, Wafer Size, Application, End-Use and region. Based on Product, the market is segmented into GaN Radio Frequency (RF) Devices, GaN Opto-semiconductors and GaN Power Devices. Based on Component, the market is segmented into Transistor, Diode, Rectifier and Power IC. Based on Wafer Size, the market is segmented into < 4-inch, 4-inch- 8-inch and > 8-inch. Based on Application, the market is segmented into Power Drives, Radio Frequency, Light Detection and Ranging (LiDAR), Wireless Charging and Others. Based on End-Use, the market is segmented into Automotive, Consumer Electronics, Aerospace & Defense, Healthcare, Industrial and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Gallium Nitride Semiconductor Devices Market

The global market for Gallium Nitride semiconductor devices is being significantly driven by the rising popularity of electric vehicles, fueled by a growing emphasis on reducing emissions. As the demand for electric vehicles climbs, the extensive incorporation of Gallium Nitride semiconductor devices into critical components such as power converters, inverters, and chargers will likely enhance the market's outlook over the long term. This trend not only supports the shift towards cleaner transportation options but also highlights the crucial role of advanced semiconductor technology in enabling higher efficiency and performance in electric vehicle systems, ultimately contributing to the overall growth of the Gallium Nitride semiconductor devices market.

Restraints in the Gallium Nitride Semiconductor Devices Market

The production of gallium nitride semiconductor devices is significantly influenced by the accessibility of substrate materials like silicon carbide (SiC) or sapphire. Unfortunately, these essential raw materials are not only limited in availability but also tend to be quite expensive. This scarcity and high cost can lead to disruptions within the supply and demand chain for gallium nitride semiconductor devices, potentially hampering market growth. Consequently, manufacturers may face challenges in sourcing the necessary materials, which can adversely impact their ability to meet consumer demand and maintain production efficiency. Thus, these constraints pose a considerable restraint on the market for gallium nitride semiconductor devices.

Market Trends of the Gallium Nitride Semiconductor Devices Market

The Gallium Nitride (GaN) Semiconductor Devices market is witnessing a significant trend toward the miniaturization of power electronics, driven by the global demand for compact and lightweight technology solutions. As industries increasingly prioritize efficiency and space optimization, GaN devices are positioned to capitalize on this shift, offering superior performance in smaller form factors. This trend presents new business opportunities for GaN manufacturers, necessitating substantial investments in research and development to innovate and overcome engineering challenges. Continued advancements in miniaturization are expected to enhance the functionality and applicability of GaN semiconductors across various sectors, ultimately driving sales and market growth.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Case Studies
• Regulatory Landscape
• Patent Analysis

Global Gallium Nitride Semiconductor Devices Market Size by Product & CAGR (2025-2032)

• Market Overview
• GaN Radio Frequency (RF) Devices
• GaN Opto-semiconductors
• GaN Power Devices

Global Gallium Nitride Semiconductor Devices Market Size by Component & CAGR (2025-2032)

• Market Overview
• Transistor
• Diode
• Rectifier
• Power IC

Global Gallium Nitride Semiconductor Devices Market Size by Wafer Size & CAGR (2025-2032)

• Market Overview
• < 4-inch
• 4-inch- 8-inch
• 8-inch

Global Gallium Nitride Semiconductor Devices Market Size by Application & CAGR (2025-2032)

• Market Overview
• Power Drives
• Radio Frequency
• Light Detection and Ranging (LiDAR)
• Wireless Charging
• Others

Global Gallium Nitride Semiconductor Devices Market Size by End-Use & CAGR (2025-2032)

• Market Overview
• Automotive
• Consumer Electronics
• Aerospace & Defense
• Healthcare
• Industrial
• Others

Global Gallium Nitride Semiconductor Devices Market Size & CAGR (2025-2032)

• North America (Product, Component, Wafer Size, Application, End-Use)
  • US
  • Canada
• Europe (Product, Component, Wafer Size, Application, End-Use)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Product, Component, Wafer Size, Application, End-Use)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Product, Component, Wafer Size, Application, End-Use)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Product, Component, Wafer Size, Application, End-Use)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• Qorvo, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Wolfspeed, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sumitomo Electric Industries, Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Infineon Technologies AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• GaN Systems (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Efficient Power Conversion Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• MACOM Technology Solutions Holdings, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NXP Semiconductors (Netherlands)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Texas Instruments Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ON Semiconductor (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toshiba Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Mitsubishi Electric Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• STMicroelectronics (Switzerland)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Analog Devices, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Panasonic Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Broadcom Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Renesas Electronics Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Cree, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Samsung Electronics Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Microchip Technology Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations