WBG 電動汽車電力電子半導體市場：戰略分析，到 2030 年的預測

隨著電動汽車 (EV) 在全球的普及，對功率半導體的需求不斷增加。 政府立法和補貼、原始設備製造商對淨零排放的承諾以及可持續發展目標正在加速電動汽車在汽車行業的採用。

本報告重點關注北美的汽車 OEM 需求，並提供了用於電動汽車的 WBG 半導體設備的市場前景、戰略要務和增長機會。

內容

戰略要務

• 為什麼增長越來越難？
• 戰略要務
• 三大戰略要務對 EV WBG 半導體行業的影響
• 增長機會加速增長管道引擎

增長機會分析

• 分析範圍
• 按地區劃分的電動汽車市場細分
• 按動力總成類型細分電動汽車市場
• 按材料類型細分電動汽車市場
• 半導體芯片的區域政策
• EV 半導體價值鏈：流程
• 重組和重建 EV 半導體價值鏈
• WBG 半導體的分類
• EV WBG 半導體材料：性能
• SiC 半導體晶圓開發時間表
• WBG半導體專利情況
• 半導體生態系統中的併購
• 主要參與者：WBG 半導體 EV 電源生態系統
• OEM 800 V 電氣化計劃：技術趨勢
• 電動汽車半導體應用組件
• 增長指數
• 司機
• 促進因素分析
• 抑制生長
• 生長抑制分析
• 預測假設
• 按情景劃分的利潤預測
• 收入預測分析
• 競爭環境

增長機會分析：SiC 半導體

• 增長指數
• 按情景劃分的利潤預測

增長機會分析：GaN 半導體

• 增長指數
• 按情景劃分的利潤預測

OEM簡介

• Tesla
• GM
• Ford
• Lucid
• Rivian

供應商簡介

• Infineon
• onsemi
• Wolfspeed
• Navitas Semiconductor
• Qorvo
• Odyssey Semiconductor

成長機會

• 增長機會 1：增加 SiC 和 GaN WBG 半導體的採用
• 增長機會 2：SiC 和 GaN 半導體供應商之間的戰略合作夥伴關係
• 增長機會 3：WBG 半導體製造設施開發

下一步

Future Growth Potential of Semiconductor Industry With Growing Powertrain Electrification to Improve Power Density and Efficiency

The increasing use of electric vehicles (EVs) worldwide boosts power semiconductor demand. Government laws and subsidies, original equipment manufacturers' (OEMs') dedication to net zero emissions, and sustainability goals accelerate EV penetration in the vehicle industry. This study focuses on wide bandgap (WBG) semiconductors for the North American EV market. Silicon carbide (SiC) and gallium-nitride (GaN) are the 2 WBG technologies that overcome the limitations of silicon in EVs. The semiconductor content of an EV is 2 to 3 times higher than conventional ICE, and almost 75% of this comes from power semiconductors.

Frost & Sullivan estimates the EV market will continue double-digit growth until the decade's end. The WBG semiconductor market is sizable, expanding, and highly fragmented, providing a significant opportunity for new competitors. High-voltage, high-performance power semiconductors will continue to be vital for EVs and a growing part of the semiconductor segment in the forecast period.

The study aims to understand the impact of new regional policies, Chips Act 2022, highlights drivers and restraints, performance differences of WBG semiconductor materials, patent landscape, and key vendors in the ecosystem. The automotive EV components covered are main inverters, onboard chargers, and DC-DC converters. Based on the analysis, WBG semiconductor content will rise 2 times in EVs, from 2026 to 2027, due to OEM adoption of 800 V electrical architecture.

This report provides an outlook on the WBG semiconductor device market for EVs, focusing on North American automotive OEM demand. The key North American OEMs identified are Tesla, GM, Ford, Lucid, and Rivian, adopting WBG or compound semiconductor technology. The report forecasts the demand for WBG based on upcoming EVs till 2030. In addition, a few North American supplier profiles discussed are Wolfspeed, onsemi, Odyssey Semiconductor, Qorvo, Navitas Semiconductor, and GaN Systems.

KEY ISSUES ADDRESSED

• What are the market dynamics that drive WBG semiconductor demand in North America?

• What are the different WBG semiconductor technologies available in North America?

• What is the North American market potential (revenue) of WBG semiconductors in EVs?

• What are the preferences of North American OEMs and suppliers in adopting these WBG semiconductor technologies, and what is their outlook for the future?

• How will technologies evolve during the next decade with different automotive OEMs?

• Who are the key market players of WBG semiconductors for EVs?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on Wide Bandgap EV Semiconductor Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• EV Market Segmentation by Region
• EV Market Segmentation by Powertrain Type
• EV Market Segmentation by Material Type
• Regional Policies of Semiconductor Chips
• EV Semiconductor Value Chain: Process
• EV Semiconductor Value Chain: Reshuffled and Rebuilding
• WBG Semiconductor Classifications
• EV WBG Semiconductor Materials: Performance
• EV WBG Semiconductor Materials: Performance (continued)
• EV WBG Semiconductor Materials: Performance (continued)
• SiC Semiconductor Wafer Development Timeline
• WBG Semiconductor Patent Landscape
• Merger and Acquisition in Semiconductor Ecosystem
• Key Players: WBG Semiconductor EV Power Ecosystem
• Key Players: WBG Semiconductor EV Power Ecosystem (continued)
• OEM 800 V Electrification Plan: Technology Trends
• OEM 800 V Electrification Plan: Technology Trends (continued)
• EV Semiconductor Applications by Components
• EV Semiconductor Applications by Components (continued)
• EV Semiconductor Applications by Components (continued)
• Growth Metrics
• Growth Drivers
• Growth Drivers Analysis
• Growth Restraints
• Growth Restraints Analysis
• Forecast Assumptions
• Revenue Forecast by Scenario
• Revenue Forecast by Segment: Optimistic Scenario
• Revenue Forecast by Segment: F&S Scenario
• Revenue Forecast by Segment, Conservative Scenario
• Revenue Forecast by EV Components: Optimistic Scenario
• Revenue Forecast by EV Components: F&S Scenario
• Revenue Forecast by EV Components: Conservative Scenario
• Revenue Forecast Analysis
• Competitive Environment

Growth Opportunity Analysis: SiC Semiconductor

• Growth Metrics
• Revenue Forecast by Scenario
• Revenue Forecast by EV Components: Optimistic Scenario
• Revenue Forecast by EV Components: F&S Scenario
• Revenue Forecast by EV Components: Conservative Scenario

Growth Opportunity Analysis: GaN Semiconductor

• Growth Metrics
• Revenue Forecast by Scenario
• Revenue Forecast by EV Components: Optimistic Scenario
• Revenue Forecast by EV Components: F&S Scenario
• Revenue Forecast by EV Components: Conservative Scenario

OEM Profiles

• Tesla: WBG Adoption
• GM: WBG Adoption
• Ford: WBG Adoption
• Lucid: WBG Adoption
• Rivian: WBG Adoption

Supplier Profiles

• Infineon: WBG Adoption
• onsemi: WBG Adoption
• Wolfspeed: WBG Adoption
• Navitas Semiconductor: WBG Adoption
• Qorvo: WBG Adoption
• Odyssey Semiconductor: WBG Adoption

Growth Opportunity Universe

• Growth Opportunity 1: Increasing SiC and GaN WBG Semiconductor Adoption
• Growth Opportunity 1: Increasing SiC and GaN WBG Semiconductor Adoption (continued)
• Growth Opportunity 2: Strategic Partnerships Between SiC and GaN Semiconductor Suppliers
• Growth Opportunity 2: Strategic Partnerships Between SiC and GaN Semiconductor Suppliers (continued)
• Growth Opportunity 3: WBG Semiconductor Manufacturing Facility Development
• Growth Opportunity 3: WBG Semiconductor Manufacturing Facility Development (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer