全球GaN功率元件市场：2025

重点

• GaN技术发展目前正处于关键节点，正从一项主要适用于单一应用（例如消费性电子产品的快速充电）的技术，朝向多元化应用领域迈进。这一转变由技术进步和应用范围的不断扩大所推动，预计将在未来两到三年内进入加速成长阶段，以实现广泛应用和显着发展。
• 人工智慧伺服器、人形机器人、汽车光模组转换器和太阳能微型逆变器是GaN的关键潜在应用领域。
• GaN正向高压应用（900-1200V）迈进，在某些细分市场对SiC构成课题。 GaN技术的进步将在很大程度上取决于新型电晶体结构（例如垂直GaN）和新型材料平台（例如蓝宝石基GaN、QST基GaN和GaN基GaN）的开发。
• GaN IC 的趋势日益明显，推动了高效率、高密度和低 EMI 功率系统的发展。
• 最后，预计 8 吋晶圆将成为 GaN 市场的主流尺寸，而 12 吋晶圆则有望在未来十年内实现量产。

本报告提供全球GaN电力设备的市场调查，彙整GaN电力设备的产业链和生态系统，引进Scenario，主要供应商趋势，中国市场的现状等资料。

目录

第1章 概要

第2章 GaN电力设备产业链的生态系统的分析

第3章 GaN功率元件应用情境分析

第4章 主要GaN供应商趋势分析

第5章 中国的GaN市场现状

第6章 TrendForce的见解

This report provides an in-depth analysis of the global GaN power device market, outlining industry developments, trends, challenges, and opportunities to help businesses strategize and stay informed.

Key Highlights:

• The development of GaN technology is currently at a pivotal stage, transitioning from a technology that is mainly suited for a single application (i.e., fasting charging for consumer electronics) to diversification into multiple domains. This shift is driven by both technological advancements and a broadening range of applications. It is anticipated that GaN will enter an accelerated growth phase in the next 2-3 years, leading to widespread adoption and significant developments.
• AI servers, humanoid robots, automotive OBCs, and PV microinverters are major potential applications for GaN.
• GaN is advancing towards high-voltage applications in the range of 900-1200V, challenging SiC in some market segments. The progression of GaN technology will heavily rely on the development of new transistor structures such as Vertical GaN and new material platforms like GaN-on-Sapphire, GaN-on-QST, and GaN-on-GaN.
• A clear trend towards GaN ICs is emerging, which will enable the development of highly efficient, high-density, and low-EMI power systems.
• Lastly, 8-inch wafers are expected to become the mainstream size for the GaN market, and there is potential for 12-inch wafers to enter mass production within the next decade.

Table of Contents

1. Overview

2. Analysis on Ecosytem of GaN Power Device Industry Chain

3. Analysis on Application Scenarios of GaN Power Devices

4. Analysis on Dynamics of Major GaN Suppliers

5. Status of China's GaN Market

6. TrendForce's View