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市场调查报告书
商品编码
1446963
到 2030 年半绝缘 SiC 晶圆的市场预测:按类型、应用和地区分類的全球分析Semi-Insulating Silicon Carbide Wafer Market Forecasts to 2030 - Global Analysis By Type (6 Inch SiC Wafer & 4 Inch SiC Wafer), Application (Wireless Infrastructure, Electronics & Optoelectronics, Power Devices & Other Applications) & By Geography |
根据 Stratistics MRC 的数据,2023 年全球半绝缘 SiC 晶圆市场规模将达到 5.22 亿美元,预计在预测期内将以 21.3% 的复合年增长率增长,到 2030 年达到 20.17 亿美元。
由硅和碳製成的半导体材料称为SiC晶片。 SiC 晶圆称为耐高温、半导体、绝缘和温度控管材料。半绝缘 SiC 晶圆在射频 (RF) 和功率放大器等高频和高功率电子产品的製造中发挥重要作用,因为它们可以调节电导率并最大限度地减少讯号干扰。
中国工业协会发布的研究显示,SiC投资与中国电动车产量具有很强的相关性,并且将随着电动车产量的增加而增加。
对高频电子产品不断增长的需求
随着各行业越来越依赖通讯和无线通讯系统等尖端技术,对以更高频率运作的电子设备的需求正在迅速增加。半绝缘 SiC 晶圆在放大器和电晶体等射频 (RF) 元件的製造中发挥着至关重要的作用,因为其独特的半绝缘特性可以减少讯号干扰并提高整体设备性能。此外,随着5G网路的不断推出和通讯技术的不断演进,对SiC晶圆的需求正在快速成长。
製造成本高
製造晶圆需要复杂的工艺,需要高纯度的原料,这增加了生产成本。製造复杂性(包括精确的结晶生长和严格的品管措施)推高了 SiC 晶圆製造的总成本。因此,市场面临碳化硅晶圆竞争性定价的挑战,影响了普及。然而,SiC 晶圆製造所涉及的先进设备和技术所需的高额初始投资进一步增加了成本障碍。
电动车的全球扩张
随着汽车产业向电动转型,对先进电力电子设备的需求不断增加。 SiC 晶圆在提高电动车电力电子元件的效率和性能方面发挥关键作用。 SiC 晶圆的独特性能,例如耐高温和改进的功率处理能力,有助于开发更节能、更紧凑的电动传动系统。全球电动车的普及增加了对碳化硅电力电子装置的需求,从而推动了对晶圆的需求。
与其他半导体材料的竞争
虽然碳化硅晶圆具有耐高温和改进的物料输送能力等独特优势,但它们面临来自硅和砷化镓等现有材料的竞争。尤其是硅,在半导体产业中长期存在,其成熟的製造流程和低成本使其成为某些应用的首选。砷化镓以其高电子迁移率而闻名,在某些利基市场中具有竞争优势。碳化硅晶圆面临的挑战是说服业界从传统材料转向更新但更优越的替代材料。
全球供应链中断、製造设施暂时关闭以及经济不确定性严重影响了碳化硅晶圆的生产和分销。由于劳动力短缺、物流限制和计划进度延误,半导体产业在满足需求方面面临挑战。然而,疫情造成的景气衰退也导致各产业投资和计划放缓,影响了碳化硅晶圆的需求。
6吋SiC晶圆市场预计将在预测期内成为最大的市场
预计 6 吋 SiC 晶圆市场在预测期内将成为最大的市场。更大的晶圆直径为半导体装置製造提供了更大的表面积,从而允许每个晶圆生产更多的电子元件并提高製造效率。这导致成本降低和规模经济,使 6 吋 SiC 晶圆对大批量生产越来越有吸引力。此外,晶圆尺寸的增加符合更大晶圆直径的行业趋势,并有利于与现有半导体製造设备和製程的兼容性。
预计无线基础设施产业在预测期内将经历最高的复合年增长率。
无线基础设施产业预计在预测期内复合年增长率最高。随着无线通讯技术领域的扩展,特别是5G网路的推出,对高频电子元件的需求不断增加。 SiC 晶圆以其卓越的电气性能和在高频下高效运行的能力而闻名,这使得它们对于製造无线基础设施中的放大器和收发器等射频 (RF) 组件至关重要。此外,SiC 的固有优势(例如减少讯号干扰和提高功率处理能力)使这些晶圆对于开发可靠的高效能无线通讯系统至关重要。
低价高科技功率元件和高阶电子产品的采用正在增加全部区域的电子产品消费,该地区在预测期内占据最大份额。国内主要电信业者5G基础设施网路的发展正在促进SiC晶圆产业的成长。此外,随着国内车的电动程度越来越高,对半绝缘碳化硅晶圆的需求也增加。
由于电力电子产品的使用增加以及向再生能源来源的转变,欧洲地区在预测期内将快速成长。半绝缘SiC晶圆市场的成长受到德国等欧洲国家汽车产业市场开拓的推动。此外,旨在提高材料品质、扩充性和成本效益的半绝缘碳化硅晶圆製造流程的不断进步正在推动该地区的市场成长。
According to Stratistics MRC, the Global Semi-Insulating Silicon Carbide Wafer Market is accounted for $522 million in 2023 and is expected to reach $2,017 million by 2030 growing at a CAGR of 21.3% during the forecast period. A semiconductor material composed of silicon and carbon is referred to as a SiC wafer. SiC wafers are known for their high-temperature resistance, semiconductors, insulation, and thermal management materials. Semi-Insulating Silicon Carbide Wafer play a crucial role in the fabrication of high-frequency and high-power electronic devices, such as radio frequency (RF) and power amplifiers, due to their ability to mitigate electrical conductivity and minimize signal interference.
According to a study published by the China Association of Automobile Manufacturers; SiC investments are largely correlated with China's EV production, and they increase with the increase in EV production.
Growing demand for high-frequency electronics
As industries increasingly rely on advanced technologies, particularly in telecommunications and wireless communication systems, there is a surge in the need for electronic devices capable of operating at higher frequencies. Semi-insulating SiC wafers play a pivotal role in the fabrication of radio frequency (RF) components, such as amplifiers and transistors, due to their unique semi-insulating properties that reduce signal interference and enhance overall device performance. Furthermore, with the ongoing deployment of 5G networks and the continuous evolution of communication technologies, the demand for SiC wafers rises sharply.
High manufacturing costs
The production of these wafers involves sophisticated processes and requires high-purity raw materials, contributing to elevated manufacturing expenses. The complexity of manufacturing, which includes precise crystal growth and stringent quality control measures, adds to the overall cost of SiC wafer production. As a result, the market faces challenges in offering competitive pricing for these wafers, impacting their broader adoption across industries. However, the high initial investment required for the advanced equipment and technologies involved in SiC wafer fabrication further contributes to the cost barrier.
Global expansion of electric vehicles
As the automotive industry undergoes a transformative shift towards electrification, the demand for advanced power electronics is on the rise. SiC wafers play a crucial role in enhancing the efficiency and performance of power electronics components in EVs. With their unique properties, including high-temperature tolerance and improved power handling capabilities, SiC wafers contribute to the development of more energy-efficient and compact electric drivetrains. The increasing adoption of electric vehicles worldwide amplifies the need for SiC-based power electronics, leading to a higher demand for these wafers.
Competition from other semiconductor materials
While SiC wafers offer unique advantages such as high-temperature tolerance and improved power handling capabilities, they face competition from established materials like silicon and gallium arsenide. Silicon, in particular, has a long-standing presence in the semiconductor industry, and its well-established manufacturing processes and lower costs can make it a preferred choice for certain applications. Gallium arsenide, known for its high electron mobility, competes in specific niche markets. The challenge for SiC wafers lies in convincing industries to transition from traditional materials to newer, albeit superior, alternatives.
The global disruptions in supply chains, temporary shutdowns of manufacturing facilities, and economic uncertainties significantly affected the production and distribution of SiC wafers. The semiconductor industry faced challenges in meeting demand as a result of workforce shortages, logistics constraints, and delays in project timelines. However, the pandemic-induced economic downturn also led to a slowdown in investments and projects across various sectors, influencing the demand for SiC wafers.
The 6 Inch SiC Wafer segment is expected to be the largest during the forecast period
The Wireless Infrastructure segment is expected to have the highest CAGR during the forecast period
Wireless Infrastructure segment is expected to have the highest CAGR during the forecast period. With the global expansion of wireless communication technologies, particularly the deployment of 5G networks, there is an escalating demand for high-frequency electronic components. SiC wafers, known for their superior electrical properties and ability to operate efficiently at elevated frequencies, are essential in the fabrication of radio frequency (RF) components such as power amplifiers and transceivers within wireless infrastructure. Furthermore, the inherent benefits of SiC, including reduced signal interference and enhanced power handling capabilities, make these wafers indispensable for the development of reliable and high-performance wireless communication systems.
The adoption of high-tech power devices and high-end gadgets at lower prices has increased the consumption of electronics products throughout the Asia Pacific region, which held the largest share over the projection period. The development of a 5G infrastructure network by major telecom companies in the nation is contributing to the growth of the SiC wafer industry. Furthermore, as more automobiles in the nation become electrified, there is a greater need for semi-insulating silicon carbide wafer.
Europe region is growing at a rapid pace over the extrapolated period, due to the increased use of power electronics and the increasing shift towards renewable energy sources. The growth of the semi-insulating silicon carbide wafer market is being assisted and encouraged by the developments in the automotive sector in European nations such as Germany. Furthermore, ongoing advancements in the manufacturing processes of semi-insulating SiC wafers, aimed at improving material quality, scalability, and cost-effectiveness, act as drivers for market growth in the region.
Key players in the market
Some of the key players in Semi-Insulating Silicon Carbide Wafer market include Belden Inc, CETC Solar Energy Holdings Co., Ltd, Datwyler Holding Inc, GM Plast A/S, Prysmian Group, ROHM CO., LTD, SK siltron Co. Ltd, STMicroelectronics and TankeBlue CO., LTD.
In May 2022, Rhombus Energy Solutions, a EV charging and power conversion technology company, announced that Wolfspeed is supplying SiC technology to improve the efficiency, power density and quicker charging time of their products
In March 2022, Showa Denko starts mass production of a 6-inch diameter silicon carbide single crystal wafer which will improve downsizing and energy efficiency of a power module.
In March 2022, SK Siltron to Invest KRW1tr to Expand Wafer Production Facilities. The company announced that it has decided to invest 1.05 trillion won over the next three years to expand its facilities for 300 mm wafers, which are located in Gumi National Industrial Complex 3.