寬帶隙 (WBG) 半導體的全球市場增長機會

在節能、高性能電子產品需求的推動下，全球寬帶隙 (WBG) 半導體市場預計將在未來十年經歷前所未有的增長。 對綠色能源的需求不斷增長、電池系統從 400V 向 800V 遷移、小型化趨勢以及現代電子產品對高速、高產量、高性能和高效率的需求正在推動市場。

本報告研究和分析全球寬帶隙 (WBG) 半導體市場，提供有關增長機會、驅動因素和製約因素、市場規模和增長前景的信息。

內容

戰略要務

• 為什麼越來越難成長？
• 戰略要務 8 (TM)
• 三大戰略要務對 WBG 半導體行業的影響
• 增長機會推動增長管道引擎 (TM)

增長機會分析

• 分析範圍
• WBG 半導體 - GaN 和 SiC 的定義和意義
• Si困境與WBG解決方案
• 矽半導體和寬禁帶半導體的區別
• WBG 設備的特性和對系統性能的影響
• WBG 半導體市場構成 - 2022 年和 2032 年
• 細分：按最終用戶
• 分段：按額定電壓
• 主要競爭對手
• 增長指標
• 分銷渠道
• 增長動力
• 增長動力分析
• 抑制增長的因素
• 生長抑制因素分析
• 預測假設
• 收入預測
• 利潤預測：按材料
• SiC 和 GaN 半導體 - 比較
• SiC 製造價值鏈
• GaN 製造價值鏈
• 收入預測：按最終用戶分類
• 使用 WBG 半導體的新應用
• 全球半導體形勢下SiC和GaN的滲透
• 收入預測：按地區
• 以半導體為重點的全球政策和舉措
• 收入預測：按額定電壓
• 收入預測：按組成部分
• 收入預測分析
• WBG 半導體可降低成本
• 價格趨勢和預測分析
• 競爭環境
• 收益分成
• 收益分成分析
• 主要公司的競爭力
• 競爭分析
• 主要參與者 - 產品和應用亮點 (2022)

市場趨勢

• 趨勢 1：半導體晶圓尺寸的演變
• 趨勢 2：金剛石作為 WBG 半導體的案例
• 趨勢 3：垂直 GaN（GaN-on-GaN）
• 趨勢 4：WBG 半導體封裝趨勢
• 趨勢 5：從平面結構轉向溝槽 SiC 晶體管結構以獲得更高的功率密度和更低的導通電阻

印度的 WBG 半導體生態系統

• 印度電子生態系統和芯片需求
• 印度的半導體政策
• 印度的 WBG 半導體生態系統

增長機會分析 - 汽車

• 增長指標
• 收入預測
• 利潤預測：按材料
• 收入預測：按地區
• 收入預測：按額定電壓
• 收入預測：按組成部分
• 預測分析
• 典型的汽車碳化矽供應鏈
• 汽車製造商在內部製造和設計牽引逆變器
• 2023 年特斯拉投資者日演講席捲 WBG 市場
• EV 動力總成中 Si 和 SiC 的比較
• 競爭環境
• 收益分成

增長機會分析 - 工業

• 增長指標
• 收入預測
• 利潤預測：按材料
• 收入預測：按地區
• 收入預測：按額定電壓
• 收入預測：按組成部分
• 預測分析
• 競爭環境
• 收益分成

增長機會分析 - 消費電子

• 增長指標
• 收入預測
• 利潤預測：按材料
• 收入預測：按地區
• 收入預測：按額定電壓
• 收入預測：按組成部分
• 預測分析
• 競爭環境

增長機會分析 - 通信/IT

• 增長指標
• 收入預測
• 利潤預測：按材料
• 收入預測：按地區
• 收入預測：按額定電壓
• 收入預測：按組成部分
• 預測分析
• 5G 部署 - 情況（2022 年）
• 競爭環境

增長機會分析 - 能源公用事業

• 增長指標
• 收入預測
• 利潤預測：按材料
• 收入預測：按地區
• 收入預測：按額定電壓
• 收入預測：按組成部分
• 預測分析
• WBG Semiconductors - 幫助實現綠色氫經濟
• 競爭環境
• 收益分成

WBG 半導體和可持續性

• 可持續性和循環經濟的 5 大趨勢
• 半導體生態系統與聯合國可持續發展目標保持一致對於為脫碳鋪平道路至關重要
• 聯合國可持續發展目標
• STMicroelectronics
• Onsemi
• Infineon Technologies
• Navitas Semiconductor

成長機會

• 增長機會 1：用於電力電子應用的 GaN 器件
• 增長機會 2：數字化轉型
• 增長機會 3：通過可持續發展擴大收入
• 增長機會 4：下一代檢測和測量技術
• 增長機會 5：通過垂直整合確保質量和供應安全
• 增長機會 6：最終用途行業的能效立法
• 增長機會 7：工業 4.0 和自動化

下一步

Transition of EVs to 800 V Battery Systems, 5G Deployments, Need for Higher Efficiency, and Focus on Sustainability Will Fuel Transformational Growth of Wide Bandgap Semiconductors through 2032

The global wide bandgap (WBG) semiconductor market is expected to witness unprecedented growth during the next 10 years as industries look for energy-efficient and high-performance electronics. This study focuses on SiC and GaN-based devices (SiC power, GaN power, and RF GaN semiconductor), which are gaining prominence across end-user industries due to their characteristics supporting high voltage, switching frequency, and efficiency. The report analyzes WBG semiconductor growth potential in each end-user industry. With transformative Mega Trends, such as electric mobility, 5G deployments, and renewable electricity, gaining full steam, the study showcases how WBG semiconductors will support these trends. In addition, it analyzes the industry reshaping with vertical integration and the impact of the ongoing geopolitical chaos.

The study identifies key growth opportunities and factors that will boost or restrain market growth. With 2022 as the base year, the report estimates market size and future growth prospects up to 2032. It follows a specific methodology that includes discussions with senior management of the WBG semiconductor ecosystem supported by secondary research.

The report analyzes the market based on end-user, material, component, voltage ratings, and geography. It offers an in-depth analysis with segmentation by end-users, including automotive, industrial, consumer electronics, communications & IT, and energy & utility. The segmentation by voltage ratings includes less than 650 V, 650 V to 1700 V, and more than 1700 V. Segmentation by materials covers silicon carbide (SiC) and gallium nitride (GaN), and component type analysis is done for discretes and modules.

The study offers a regional perspective of demand patterns in various advanced and emerging markets of:

• Americas: Includes North America (US and Canada), Latin America (Brazil, Mexico, Argentina, and Central and South America), and others, such as Caribbean Islands

• Europe, Middle East, and Africa (EMEA), including Russia

• Asia-Pacific (APAC): Countries on the western border of the Pacific Ocean, including those on the Indo-Chinese Peninsula and the Pacific Islands, as well as Central Asia

A few driving factors of the WBG semiconductor market are rising green energy demand, transition of e-mobility from 400 V to 800 V battery systems, miniaturization trend, and the need for high speed, power, performance, and efficiency in modern-day electronic devices.

The study identifies crystal defects in WBG substrates, relatively less technological maturity, electromagnetic interference/electromagnetic compatibility (EMI/EMC) concerns with WBG, unfavorable geopolitical scenarios, and supply-demand imbalance as primary market restraints.

In addition, this report offers the following:

• Analysis of pricing trends in the WBG semiconductor market

• In-depth analysis of each end-user sector and WBG opportunity

• SiC and GaN penetration of the global semiconductor landscape

• Discussion of semiconductor wafer size evolution

• Comparison of WBG semiconductors with silicon

• Key market trend analysis includes vertical GaN development, evolution of transistor structure, green hydrogen economy, and emergence and potential of next-generation WBG technologies

• Analysis of SiC and GaN manufacturing value chain

• Key semiconductor initiatives worldwide and implications on the WBG semiconductor landscape

• Competitive analysis of key player market shares

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 the WBG Semiconductor Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• WBG Semiconductors-Definition and Significance of GaN and SiC
• The Si Dilemma and the WBG Solution
• Differentiation between Silicon and WBG Semiconductors
• Differentiation between Silicon and WBG Semiconductors (continued)
• Properties and the Impact of WBG Devices on System Performance
• Composition of the WBG Semiconductor Market-2022 and 2032
• Segmentation by End Users
• Segmentation by Voltage Rating
• Key Competitors
• Growth Metrics
• Distribution Channels
• Growth Drivers
• Growth Driver Analysis
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Restraints
• Growth Restraint Analysis
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Forecast Assumptions
• Revenue Forecast
• Revenue Forecast by Material
• SiC and GaN Semiconductors-A Comparison
• SiC Manufacturing Value Chain
• GaN Manufacturing Value Chain
• Revenue Forecast by End User
• Emerging Applications Employing WBG Semiconductors
• Penetration of SiC and GaN in the Global Semiconductor Landscape
• Revenue Forecast by Region
• Global Semiconductor-focused Policies and Initiatives
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Revenue Forecast Analysis
• Revenue Forecast Analysis (continued)
• Revenue Forecast Analysis (continued)
• WBG Semiconductors Enable Cost Savings
• Pricing Trends and Forecast Analysis
• Pricing Trends and Forecast Analysis (continued)
• Competitive Environment
• Revenue Share
• Revenue Share Analysis
• Revenue Share Analysis (continued)
• Competitiveness of Major Companies
• Analysis of Competition
• Analysis of Competition (continued)
• Top Participants-Product and Application Highlights, 2022
• Top Participants-Product and Application Highlights, 2022 (continued)

Market Trends

• Trend 1: Semiconductor Wafer Size Evolution
• Trend 1: Semiconductor Wafer Size Evolution (continued)
• Trend 2: The Case of Diamond as a WBG Semiconductor
• Trend 2: The Case of Diamond as a WBG Semiconductor (continued)
• Trend 3: Vertical GaN (GaN-on-GaN)
• Trend 4: Packaging Trends in WBG Semiconductors
• Trend 4: Packaging Trends in WBG Semiconductors (continued)
• Trend 5: Move from Planar to Trench SiC Transistor Structures for Higher Power Density and Lower Conduction Resistance

Indian WBG Semiconductor Ecosystem

• Indian Electronics Ecosystem and the Demand for Chips
• The Indian Semiconductor Policy
• India WBG Semiconductor Ecosystem

Growth Opportunity Analysis-Automotive

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• Forecast Analysis (continued)
• Typical Automotive SiC Supply Chain
• Automakers are Manufacturing and Designing Traction Inverters In-House
• 2023 Tesla Investor Day Presentation Takes the WBG Market by Storm
• SiC Compared to Si in EV Powertrain
• Competitive Environment
• Revenue Share

Growth Opportunity Analysis-Industrial

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• Competitive Environment
• Revenue Share

Growth Opportunity Analysis-Consumer Electronics

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• Competitive Environment

Growth Opportunity Analysis-Communication & IT

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• 5G Deployments-State of Affairs, 2022
• Competitive Environment

Growth Opportunity Analysis-Energy & Utility

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• WBG Semiconductors-Aiding in Enabling the Green Hydrogen Economy
• Competitive Environment
• Revenue Share

WBG Semiconductors and Sustainability

• Top 5 Trends for Sustainability and the Circular Economy
• Semiconductor Ecosystem Alignment with UN SDGs Critical to Paving the Path to Decarbonization
• Semiconductor Ecosystem Alignment with UN SDGs Critical to Paving the Path to Decarbonization (continued)
• UN Sustainable Development Goals
• STMicroelectronics
• Onsemi
• Infineon Technologies
• Navitas Semiconductor

Growth Opportunity Universe

• Growth Opportunity 1: GaN Devices in Power Electronic Applications
• Growth Opportunity 1: GaN Devices in Power Electronic Applications (continued)
• Growth Opportunity 2: Digital Transformation
• Growth Opportunity 2: Digital Transformation (continued)
• Growth Opportunity 3: Boosting Profits through Sustainability
• Growth Opportunity 3: Boosting Profits through Sustainability (continued)
• Growth Opportunity 4: Next-Generation Inspection and Metrology Techniques
• Growth Opportunity 4: Next-Generation Inspection and Metrology Techniques (continued)
• Growth Opportunity 5: Quality and Supply Security with Vertical Integration
• Growth Opportunity 5: Quality and Supply Security with Vertical Integration (continued)
• Growth Opportunity 6: Power Efficiency Legislations Across End-user Industries
• Growth Opportunity 6: Power Efficiency Legislations Across End-user Industries (continued)
• Growth Opportunity 7: Industry 4.0 and Automation
• Growth Opportunity 7: Industry 4.0 and Automation (continued)

Next Steps

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