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市场调查报告书
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1744567
2032 年绝缘体上碳化硅 (SiCOI) 薄膜市场预测:全球基板、晶圆尺寸、技术、应用和地区分析SiC-on-insulator (SiCOI) Film Market Forecasts to 2032 - Global Analysis By Substrate (Silicon (Si) Substrate, Silicon Carbide (SiC) Substrate, Sapphire Substrate and Other Substrates), Wafer Size, Technology, Application and By Geography |
根据 Stratistics MRC 的数据,全球绝缘体上碳化硅 (SiCOI) 薄膜市场预计在 2025 年达到 9,080 万美元,到 2032 年将达到 80.329 亿美元,预测期内的复合年增长率为 89.7%。
绝缘体上碳化硅 (SiCOI) 薄膜是一种分层半导体结构,其中碳化硅 (SiC) 薄膜沉积在绝缘层(通常是二氧化硅 (SiO2))上,而绝缘层本身位于硅基基板。这种结构将 SiC 的优异性能(例如高热导率、化学稳定性和宽带隙)与绝缘体提供的电隔离相结合。 SiCOI 薄膜用于透过降低寄生电容和改善温度控管来提高高功率、高频和恶劣环境电子设备的性能。透过整合 SiC 的坚固性和绝缘优势,SiCOI 薄膜可实现电力电子、射频设备和感测器等先进应用。
对高性能半导体的需求
高性能半导体日益增长的需求极大地推动了绝缘体上碳化硅 (SiCOI) 薄膜市场的发展。 SiCOI 薄膜具有优异的导热性、耐高压性和高效率,使其成为先进电力电子和射频应用的理想选择。这项需求推动了技术创新和大规模应用,从而提高了产能并降低了成本。随着汽车、航太和通讯等行业优先考虑节能高速设备,SiCOI 薄膜正成为市场驱动力,对市场成长和技术进步产生正面影响。
生产成本高
高昂的製造成本阻碍了绝缘体上碳化硅 (SiCOI) 薄膜行业的扩张,使其难以被广泛接受和规模化。原料价格高昂且製造流程复杂,导致价格高企,使得替代技术缺乏竞争力。中小型製造商难以进入该市场,研发成本也难以负担。因此,技术创新受阻,市场成长缓慢,SiCOI 薄膜的整体商业化潜力仍然有限。
电动车(EV)的成长
随着电动车产业的爆炸性成长,电动车高性能电力电子元件所需的绝缘体上碳化硅 (SiCOI) 薄膜的需求正在显着增长。 SiCOI 薄膜能够提高电动车功率装置的可靠性、效率和热控制性能,从而促进市场扩张。随着电动车在全球的加速普及,製造商越来越依赖 SiCOI 技术来提升电池寿命和车辆性能。这促进了创新,形成了一个正向回馈循环,推动了 SiCOI 薄膜产业的快速发展。
复杂的製造工艺
复杂的製造过程阻碍了绝缘体上碳化硅 (SiCOI) 薄膜行业的发展,增加了生产成本和时间,限制了可扩展性,并增加了缺陷率。这些问题阻碍了市场扩张,降低了产量比率,并使生产者难以满足消费者的需求。此外,对专用设备和训练有素的员工的需求也使得大规模生产更加困难,阻碍了新进入者的进入,并限制了 SiCOI 技术的广泛应用。
COVID-19的影响
新冠疫情导致全球供应链延迟和製造业活动减少,扰乱了绝缘体上碳化硅 (SiCOI) 市场。由于汽车和电子等产业面临经济放缓,需求出现波动。然而,对远距办公和数位基础设施的关注度增加加速了半导体需求的成长,部分抵消了疫情带来的损失。总体而言,市场遭遇了短期挫折,但随着疫情后生产趋于稳定以及先进材料需求的成长,预计将稳步復苏。
电力电子领域预计将成为预测期内最大的领域
由于对高效能、高温和高功率应用的需求,预计电力电子领域将在预测期内占据最大的市场占有率。 SiCOI 薄膜透过降低功率损耗和改善温度控管来提升装置性能,使其成为电动车、可再生能源系统和工业电源的理想选择。在该领域,对小型化和节能解决方案的追求正在加速 SiCOI 的采用,从而推动全球半导体产业的市场扩张和技术进步。
预计预测期内硅(Si)基板部分将以最高的复合年增长率成长。
预计硅 (Si)基板领域将在预测期内实现最高成长率,因为 Si基板能够在 SiCOI 结构中实现卓越的温度控管和电隔离,从而提高电力电子和高频应用的效率。 Si 基板与现有半导体製造流程的相容性正在加速其应用,降低製造成本并缩短上市时间。因此,Si基板领域正透过为先进电子设备提供高品质、可靠的 SiCOI 薄膜来推动技术创新和市场成长。
在预测期内,亚太地区预计将占据最大的市场占有率,因为该地区推动了工业自动化、可再生能源和电动车的发展,促进了该地区的技术成长和永续性。市场成长将透过吸引投资和创造高价值就业机会来促进区域经济。 SiCOI 技术也将减少碳足迹和能源损失,并支持亚太地区建设更智慧、更绿色的基础设施,加速向清洁能源的转型。
预计北美将在预测期内实现最高的复合年增长率,因为该地区在高性能电子、可再生能源和电动车领域的领先地位得益于这项技术。 SiCOI 薄膜透过提升设备性能和降低能耗,促进了永续性和创新。随着电信、电讯航太和汽车等产业的应用和投资不断增加,北美在下一代电力电子领域的竞争优势也将增强,这些产业也正在推动经济成长的加速。
According to Stratistics MRC, the Global SiC-on-insulator (SiCOI) Film Market is accounted for $90.8 million in 2025 and is expected to reach $8,032.9 million by 2032 growing at a CAGR of 89.7% during the forecast period. SiC-on-insulator (SiCOI) film is a layered semiconductor structure where a thin silicon carbide (SiC) film is deposited on an insulating layer, typically silicon dioxide (SiO2), which itself rests on a silicon substrate. This configuration combines SiC's exceptional properties-such as high thermal conductivity, chemical stability, and wide bandgap-with the electrical isolation provided by the insulator. SiCOI films are used to enhance device performance in high-power, high-frequency, and harsh-environment electronics by reducing parasitic capacitance and improving thermal management. They enable advanced applications in power electronics, RF devices, and sensors by integrating SiC's robustness with the benefits of insulation.
High-Performance Semiconductor Demand
The growing demand for high-performance semiconductors is significantly boosting the SiC-on-Insulator (SiCOI) film market. SiCOI films offer superior thermal conductivity, high breakdown voltage, and enhanced efficiency, making them ideal for advanced power electronics and RF applications. This demand drives innovation and large-scale adoption, leading to increased production capacity and cost reductions. As industries like automotive, aerospace, and telecommunications prioritize energy-efficient, high-speed devices, SiCOI films gain traction, positively impacting market growth and technological advancement.
High Production Costs
High production costs stymie the expansion of the SiC-on-insulator (SiCOI) film sector, preventing widespread acceptance and scalability. Price increases brought on by costly raw materials and intricate fabrication procedures make alternative technologies less competitive. Smaller producers are unable to enter this market, and research and development expenditure is deterred. As a result, innovation is hindered, market growth slows, and SiCOI films' overall commercialization potential is still limited.
Growth in Electric Vehicles (EVs)
The demand for SiC-on-insulator (SiCOI) films, which are necessary for high-performance power electronics in EVs, is rising significantly due to the EV industry's explosive growth. SiCOI films promote market expansion by enabling EV power devices to operate more reliably, efficiently, and with improved thermal control. Manufacturers are depending more and more on SiCOI technology to enhance battery life and vehicle performance as EV adoption picks up speed worldwide. This creates a positive feedback loop that spurs innovation and quickly grows the SiCOI film industry.
Complex Manufacturing Processes
Complex manufacturing procedures considerably impede the SiC-on-insulator (SiCOI) film industry by increasing production costs and time, limiting scalability, and resulting in increased defect rates. These issues hinder market expansion and lower yield efficiency, making it harder for producers to satisfy consumer demand. Furthermore, mass production is made more difficult by the requirement for specialized machinery and trained staff, which deters new competitors and restricts the broad use of SiCOI technology.
Covid-19 Impact
The Covid-19 pandemic disrupted the SiC-on-insulator (SiCOI) film market by causing supply chain delays and reduced manufacturing activities worldwide. Demand fluctuated as industries like automotive and electronics faced slowdowns. However, increased focus on remote work and digital infrastructure accelerated semiconductor needs, partially offsetting losses. Overall, the market experienced short-term setbacks but is expected to recover steadily as production stabilizes and demand for advanced materials grows post-pandemic.
The power electronics segment is expected to be the largest during the forecast period
The power electronics segment is expected to account for the largest market share during the forecast period, due to its demand for high-efficiency, high-temperature, and high-power applications. SiCOI films enhance device performance by reducing power loss and improving thermal management, making them ideal for electric vehicles, renewable energy systems, and industrial power supplies. This segment's push for miniaturization and energy-efficient solutions accelerates SiCOI adoption, boosting market expansion and technological advancements in semiconductor industries globally.
The silicon (si) substrate segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the silicon (si) substrate segment is predicted to witness the highest growth rate because Si substrates enable superior thermal management and electrical insulation in SiCOI structures, boosting efficiency in power electronics and high-frequency applications. Their compatibility with existing semiconductor manufacturing processes accelerates adoption, reducing production costs and time-to-market. Consequently, the Si substrate segment fuels innovation and market growth by enabling high-quality, reliable SiCOI films tailored for advanced electronic devices.
During the forecast period, the Asia Pacific region is expected to hold the largest market share since it promotes developments in industrial automation, renewable energy, and electric vehicles, fostering regional technical growth and sustainability. The growth of the market boosts local economies by drawing investment and producing high-value jobs. SiCOI technology also lowers carbon footprints and energy losses, which supports Asia Pacific's drive for smarter, greener infrastructure and speeds up the shift to clean energy.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, because the region's leadership in high-performance electronics, renewable energy, and electric cars is supported by this technology. SiCOI films encourage sustainability and innovation by enhancing device performance and lowering energy loss. North America's competitive advantage in next-generation power electronics is being reinforced by rising adoption and investments in sectors like telecom, aerospace, and automotive, which are also speeding up economic growth.
Key players in the market
Some of the key players profiled in the SiC-on-insulator (SiCOI) Film Market include Soitec, Wolfspeed, GlobalWafers, SICC Co., Ltd., MTI Corporation, NGK Insulators, Ltd., SK Siltron, Ceramicforum Co., Ltd., Homray Material Technology, Precision Micro-optics Inc., Xiamen Powerway Advanced Material Co., Ltd., Coherent Corp., ASM International, Disco Corporation, TYSiC, SiCrystal AG, Transphorm, United Silicon Carbide Inc., Renesas Electronics Corporation and Fuji Electric Co., Ltd.
In November 2023, DISCO has entered into a long-term licensing agreement with vLex, a global legal intelligence platform, to integrate vLex's comprehensive U.S. primary law library into DISCO's legal technology suite. This collaboration is a significant step toward DISCO's goal of creating an end-to-end platform for the practice of law.
In May 2023, Mitsubishi Electric and Coherent Corp. have entered into a strategic collaboration to scale the manufacturing of silicon carbide (SiC) power electronics on a 200 mm technology platform. This partnership aims to meet the growing global demand for SiC power devices, which are integral to the development of electric vehicles (EVs) and other energy-efficient technologies.