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商品編碼

1616189

GaN 襯底市場機會、成長動力、產業趨勢分析與 2024 - 2032 年預測

GaN Substrate Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2024 - 2032

出版日期: 2024年09月03日 | 出版商:

Global Market Insights Inc. | 英文 172 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

2023 年全球GaN 基板市場價值為2.414 億美元，預計2024 年至2032 年複合年成長率為10%。性能等優異的性能。汽車、工業和消費性電子產品等產業對節能功率元件的需求不斷成長，推動了 GaN 基板的採用。這些基板有助於實現更緊湊、更有效率、更穩健的電源解決方案。整個 GaN 襯底產業根據產品類型、晶圓尺寸、最終用途、應用和地區進行分類。

市場將產品分為 GaN-on-SiC（碳化矽）、GaN-on-Si（矽）、GaN-on-Sapphire、塊狀 GaN 基板等。預計到2032 年，碳化矽基氮化鎵(GaN-on-SiC) 領域的產值將超過1.5 億美元。性和處理高功率的能力而備受追捧，使其成為射頻設備和高功率電子產品。它在電信和國防領域的吸引力凸顯了對高性能材料的需求。憑藉在較高頻率和溫度下的效率，碳化矽基氮化鎵正在成為 5G 基礎設施和雷達系統的首選材料，推動其市場成長。

GaN 基板的應用涵蓋電力電子、LED、RF 裝置、光電探測器、MEMS、雷射二極體、太陽能電池和感測器。電力電子領域正在成為成長最快的領域，預計 2024 年至 2032 年複合年成長率將超過 14%。 GaN 的卓越特性使其成為高亮度 LED 的理想選擇，廣泛應用於消費性電子產品、汽車照明和普通照明。永續技術的趨勢和智慧照明系統的興起進一步增強了 GaN 在 LED 製造中的作用，不斷創新帶來更有效率的產品。

市場範圍
開始年份	2023年
預測年份	2024-2032
起始值	2.414 億美元
預測值	6億美元
複合年成長率	10%

2023年，北美以超過29%的市佔率引領GaN基板市場。該地區的強勁成長得益於其對電信、汽車和國防先進技術的重視。美國因其對 5G 基礎設施的巨額投資和電動車的普及而脫穎而出。主要科技公司的存在和強大的半導體產業進一步放大了對 GaN 基板的需求。

產業生態系統分析
供應商矩陣
利潤率分析
技術與創新格局
專利分析
重要新聞和舉措
監管環境
衝擊力
- 成長動力
  - 對高效能電力電子設備的需求不斷成長
  - 5G技術的進步
  - 電動車 (EV) 市場的擴大
  - 再生能源系統的採用率提高
  - 在航太和國防領域的應用不斷成長
- 產業陷阱與挑戰
  - 製造成本高
  - 規模化生產的技術挑戰
成長潛力分析
波特的分析
PESTEL分析

第 4 章：競爭格局

介紹
公司市佔率分析
競爭定位矩陣
戰略展望矩陣

第 5 章：市場估計與預測：依產品類型，2021 - 2032

主要趨勢
GaN-on-SiC（碳化矽）基板
矽基氮化鎵（矽）基板
藍寶石基氮化鎵基板
塊狀氮化鎵基板
其他

第 6 章：市場估計與預測：依晶圓尺寸，2021 - 2032

主要趨勢
2吋晶圓
4吋晶圓
6吋晶圓
8吋以上晶圓

第 7 章：市場估計與預測：依最終用途產業，2021 - 2032 年

主要趨勢
消費性電子產品
電信
汽車
航太與國防
衛生保健
工業的
能源與電力
資料中心
其他

第 8 章：市場估計與預測：依應用分類，2021 - 2032

主要趨勢
LED
電力電子
射頻 (RF) 設備
雷射二極體
光電探測器
微機電系統
太陽能電池
感應器

第 9 章：市場估計與預測：按地區，2021 - 2032

主要趨勢
北美洲
- 美國
- 加拿大
歐洲
- 英國
- 德國
- 法國
- 義大利
- 西班牙
- 歐洲其他地區
亞太地區
- 中國
- 印度
- 日本
- 韓國
- 澳新銀行
- 亞太地區其他地區
拉丁美洲
- 巴西
- 墨西哥
- 拉丁美洲其他地區
MEA
- 阿拉伯聯合大公國
- 南非
- 沙烏地阿拉伯
- MEA 的其餘部分

第 10 章：公司簡介

Aixtron SE
Broadcom Inc.
DOWA Electronics Materials Co., Ltd.
EpiGaN
Galanz
II-VI Incorporated
Infineon Technologies
Jasper Display Corp.
LED Engin (a division of OSRAM)
Mitsubishi Electric
Nichia Corporation
NXP Semiconductors
Qorvo
Rohm Semiconductor
Samsung Electronics
STMicroelectronics
Sumitomo Electric Industries, Ltd.
TDK Corporation
Wolfspeed

簡介目錄

Product Code: 11208

The Global GaN Substrate Market was valued at USD 241.4 million in 2023 and is projected to grow at a CAGR of 10% from 2024 to 2032. Gallium Nitride (GaN) substrates play a pivotal role in power electronics, boasting superior electrical properties such as faster switching speeds, higher breakdown voltage, and reduced on-resistance when compared to common silicon substrates. The rising demand for energy-efficient power devices across sectors like automotive, industrial, and consumer electronics is propelling the adoption of GaN substrates. These substrates facilitate more compact, efficient, and robust power solutions. The overall GaN substrate industry is classified based on product type, wafer size, end-use, application, and region.

The market categorizes products into GaN-on-SiC (Silicon Carbide), GaN-on-Si (Silicon), GaN-on-Sapphire, bulk GaN substrates, and others. The GaN-on-SiC segment is projected to surpass USD 150 million by 2032. The GaN-on-SiC (Silicon Carbide) segment is highly sought after for its exceptional thermal conductivity and capability to handle high power, making it a prime choice for RF devices and high-power electronics. Its traction in telecommunications and defense underscores the demand for high-performance materials. With its efficiency at elevated frequencies and temperatures, GaN-on-SiC is becoming the preferred material for 5G infrastructure and radar systems, propelling its market growth.

Applications of GaN substrates span across power electronics, LEDs, RF devices, photodetectors, MEMS, laser diodes, solar cells, and sensors. The power electronics segment is emerging as the fastest-growing area, with a projected CAGR of over 14% from 2024 to 2032. LEDs stand out as a primary application for GaN substrates, driven by the global push for energy-efficient lighting and advanced displays. GaN's superior properties make it ideal for high-brightness LEDs, prevalent in consumer electronics, automotive lighting, and general illumination. The trend towards sustainable technologies and the rise of smart lighting systems further bolster GaN's role in LED manufacturing, with continuous innovations leading to more efficient products.

Market Scope
Start Year	2023
Forecast Year	2024-2032
Start Value	$241.4 Million
Forecast Value	$600 Million
CAGR	10%

In 2023, North America led the GaN substrate market with a share exceeding 29%. The region's robust growth is fueled by its emphasis on advanced technologies in telecommunications, automotive, and defense. The U.S. stands out due to its hefty investments in 5G infrastructure and the rising adoption of electric vehicles. The presence of major tech firms and a strong semiconductor industry further amplifies the demand for GaN substrates.Moreover, initiatives from the government promoting energy efficiency and sustainable technologies are poised to bolster North America's market expansion.

Chapter 1 Methodology & Scope

1.1 Market scope & definition
1.2 Base estimates & calculations
1.3 Forecast calculation
1.4 Data sources
- 1.4.1 Primary
- 1.4.2 Secondary
  - 1.4.2.1 Paid sources
  - 1.4.2.2 Public sources

Chapter 2 Executive Summary

2.1 Industry 360° synopsis, 2021 - 2032

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
3.2 Vendor matrix
3.3 Profit margin analysis
3.4 Technology & innovation landscape
3.5 Patent analysis
3.6 Key news and initiatives
3.7 Regulatory landscape
3.8 Impact forces
- 3.8.1 Growth drivers
  - 3.8.1.1 Rising demand for high-efficiency power electronics
  - 3.8.1.2 Advancements in 5G technology
  - 3.8.1.3 Expansion of the electric vehicle (EV) market
  - 3.8.1.4 Increased adoption in renewable energy systems
  - 3.8.1.5 Growing applications in aerospace and defense
- 3.8.2 Industry pitfalls & challenges
  - 3.8.2.1 High manufacturing costs
  - 3.8.2.2 Technical challenges in large-scale production
3.9 Growth potential analysis
3.10 Porter's analysis
- 3.10.1 Supplier power
- 3.10.2 Buyer power
- 3.10.3 Threat of new entrants
- 3.10.4 Threat of substitutes
- 3.10.5 Industry rivalry
3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

4.1 Introduction
4.2 Company market share analysis
4.3 Competitive positioning matrix
4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Product Type, 2021 - 2032 (USD million)

5.1 Key trends
5.2 GaN-on-SiC (Silicon Carbide) substrates
5.3 GaN-on-Si (Silicon) substrates
5.4 GaN-on-Sapphire substrates
5.5 Bulk GaN substrates
5.6 Others

Chapter 6 Market Estimates & Forecast, By Wafer Size, 2021 - 2032 (USD million)

6.1 Key trends
6.2 2-inch wafers
6.3 4-inch wafers
6.4 6-inch wafers
6.5 8-inch wafers and above

Chapter 7 Market Estimates & Forecast, By End Use Industry, 2021 - 2032 (USD million)

7.1 Key trends
7.2 Consumer electronics
7.3 Telecommunications
7.4 Automotive
7.5 Aerospace & defense
7.6 Healthcare
7.7 Industrial
7.8 Energy & power
7.9 Data center
7.10 Others

Chapter 8 Market Estimates & Forecast, By Application, 2021 - 2032 (USD million)

8.1 Key trends
8.2 LEDs
8.3 Power electronics
8.4 Radio frequency (RF) devices
8.5 Laser diodes
8.6 Photodetectors
8.7 MEMS
8.8 Solar cells
8.9 Sensors

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2032 (USD million)

9.1 Key trends
9.2 North America
- 9.2.1 U.S.
- 9.2.2 Canada
9.3 Europe
- 9.3.1 UK
- 9.3.2 Germany
- 9.3.3 France
- 9.3.4 Italy
- 9.3.5 Spain
- 9.3.6 Rest of Europe
9.4 Asia Pacific
- 9.4.1 China
- 9.4.2 India
- 9.4.3 Japan
- 9.4.4 South Korea
- 9.4.5 ANZ
- 9.4.6 Rest of Asia Pacific
9.5 Latin America
- 9.5.1 Brazil
- 9.5.2 Mexico
- 9.5.3 Rest of Latin America
9.6 MEA
- 9.6.1 UAE
- 9.6.2 South Africa
- 9.6.3 Saudi Arabia
- 9.6.4 Rest of MEA