電動車和電動車充電設備用寬頻隙半導體：碳化矽和氮化鎵、電動車和EVSE用寬頻隙半導體材料全球市場分析和預測（2023-2032）

本報告分析了用於電動車（EV）和電動車充電設備（EVSE）的寬頻隙（WBG）半導體的全球市場，並解釋了WBG半導體如何在電動車和EVSE中使用，以及碳化矽半導體如何在EV和EVSE中使用. (SiC) 和氮化鎵 (GaN) 均適用於這兩種應用。我們也提供了 SiC 和 GaN 在 EV 和 EVSE 中的 WBG 半導體收益的市場預測（直至 2032 年）。電動車依使用WBG半導體的零件（主牽引變頻器、車用充電裝置、DC-DC轉換器）進行分類。EVSE依直流快速充電機類型分類（50kW以下、50-250kW、250-400kW、400kW以上）。該報告還提供了按應用和材料劃分的收入預測。

目錄

第一章執行摘要

第二章 市場問題

• 半導體
  • 帶隙
• 寬頻隙 (WBG) 半導體
  • 半導體
• 寬頻隙半導體的應用
  • 電動車
  • 電動汽車電子設備
• 促進者
  • 電動車成長
  • 政府和寬頻隙製造商的投資
  • 快速充電基礎設施的成長
  • 其他用途的規模經濟
  • 透過提高效率和縮小組件來降低成本
• 障礙
  • 成本上升和系統集成
  • 材料、供應鍊和生產限制
  • 保護主義

第三章產業價值鏈

• 介紹
• 價值鏈圖解
• 競爭格局
  • 併購 (M&A) 活動
  • 商業模式轉型

第四章市場預測

• 範圍
• 調查方法
• 主要先決條件
• 結果
  • 用於電動車的 WBG 半導體收入
  • EVSE 的 WBG 半導體收入

第 5 章結論和建議

• 結論
• 3大要點
• 推薦
  • 利用 WBG 半導體：協作和優化
  • 持續擴大激勵措施和產能投資
  • 供應鏈多元化

第 6 章首字母縮寫詞和縮寫詞列表

第七章 目錄

第8章圖表

第九章 研究範圍、資訊來源/研究方法、註釋

This Guidehouse Insights report provides an overview of how WBG semiconductors are used in EVs and EVSE and the advantages SiC and GaN provide for both applications. It provides Guidehouse Insights' market forecasts to 2032 for WBG semiconductor revenues in EVs and EVSE, broken down by SiC and GaN. EVs are segmented by components where WBG semiconductors are used: main traction inverters, onboard chargers, and DC-DC converters. EVSE are segmented by DC fast charger type: <50 kW, 50-250 kW, 250-400 kW, and >400 kW. The report provides forecasts for the revenues associated with each application component and material.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Introduction
• 2.2 Semiconductor Basics
  • 2.2.1 Band Gap
• 2.3 Wide Bandgap Semiconductors
  • 2.3.1 WBG Semiconductor Materials
• 2.4 Uses of Wide Bandgap Semiconductors
  • 2.4.1 EVs
  • 2.4.2 EV Supply Equipment
• 2.5 Drivers
  • 2.5.1 Growth in EVs
  • 2.5.2 Investments from Governments and WBG Manufacturers
  • 2.5.3 Growth of Fast Charging Infrastructure
  • 2.5.4 Economies of Scale from Other Applications
  • 2.5.5 Cost Savings from Increased Efficiency and Smaller Components
• 2.6 Barriers
  • 2.6.1 Higher Costs and System Integration
  • 2.6.2 Material, Supply Chain, and Production Limitations
  • 2.6.3 Trade Protectionism

3. Industry Value Chain

• 3.1 Introduction
• 3.2 Pictorial Representation of the Value Chain
• 3.3 Competitive Landscape
  • 3.3.1 Merger and Acquisition Activities
  • 3.3.2 Business Model Evolution

4. Market Forecasts

• 4.1 Scope
• 4.2 Methodology
• 4.3 Key Assumptions
• 4.4 Results
  • 4.4.1 WBG Semiconductor Revenues in EVs
    • 4.4.1.1 Main Traction Inverter
    • 4.4.1.2 Onboard Charger
    • 4.4.1.3 DC-DC Converters
  • 4.4.2 WBG Semiconductor Revenue in EVSE

5. Conclusions and Recommendations

• 5.1 Conclusions
• 5.2 Three Big Takeaways
• 5.3 Recommendations
  • 5.3.1 Collaboration and Optimization of WBG Semiconductor Usage
  • 5.3.2 Continue to Expand Incentives and Investments in Production Capacity
  • 5.3.3 Diversify Supply Chain

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes

List of Tables

• PEV Sales by Region, World Markets: 2023-2032
• DC Fast Charger Sales by Region, World Markets: 2023-2032
• DC <50 kW Charge Point Sales by Region, World Markets: 2023-2032
• DC 50 kW-250 kW Charge Point Sales by Region, World Markets: 2023-2032
• DC 250 kW-400 kW Charge Point Sales by Region, World Markets: 2023-2032
• DC >400 kW Charge Point Sales by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue by Region, World Markets: 2023-2032

SiC Revenue by Region, World Markets 2023-2032

• GaN Revenue by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVs by Region, World Markets: 2023-2032

WBG Semiconductor Revenues in Main Traction Inverters by Region, World Markets 2023-2032

• WBG Semiconductor Revenues in Onboard Chargers by Region, World Markets: 2023-2032
• WBG Semiconductor Revenues in DC-DC Converters by Region, World Markets: 2023-2032
• SiC Revenue in EVs by Region, World Markets: 2023-2032

SiC Revenues in Main Traction Inverters by Region, World Markets 2023-2032

• SiC Revenues in Onboard Chargers by Region, World Markets: 2023-2032
• SiC Revenues in DC-DC Converters by Region, World Markets: 2023-2032
• GaN Revenue in EVs by Region, World Markets: 2023-2032

GaN Revenues in Main Traction Inverters by Region, World Markets 2023-2032

• GaN Revenues in Onboard Chargers by Region, World Markets: 2023-2032
• GaN Revenues in DC-DC Converters by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVSE by Region, World Markets: 2023-2032

WBG Semiconductor Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

• WBG Semiconductor Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
• WBG Semiconductor Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
• WBG Semiconductor Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032
• SiC Revenue in EVSE by Region, World Markets: 2023-2032

SiC Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

• SiC Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
• SiC Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
• SiC Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032
• GaN Revenue in EVSE by Region, World Markets: 2023-2032

GaN Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

• GaN Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
• GaN Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
• GaN Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032

Bandgap Energy of Select Semiconductors

Properties of Si, SiC, and GaN

WBG Semiconductor Costs Assumptions by Application and Segmentation

List of Figures

• WBG Semiconductor Revenue by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue by Material, World Markets: 2023-2032
• SiC Revenue by Application, World Markets: 2023-2032
• GaN Revenue by Application, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVs by Component, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVs by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in Main Traction Inverters by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in Onboard Chargers by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in DC-DC Converters by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVSE by Segment, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVSE by Material, World Markets: 2023-2032

Band Gap Diagram

Value Chain for WBG Semiconductors in EVs and EVSE

Regional Forecast Segments