首頁 > 市場調查報告書 > 電子零件/半導體

半導體生產設備電力設備化合物半導體

市場調查報告書

商品編碼

1699341

GaN半導體裝置市場機會、成長動力、產業趨勢分析及2025-2034年預測

GaN Semiconductor Device Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025-2034

出版日期: 2025年02月24日 | 出版商:

Global Market Insights Inc. | 英文 210 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

2024 年全球 GaN 半導體裝置市場規模達到 226 億美元，預計 2025 年至 2034 年的複合年成長率為 6.8%。隨著 GaN 技術在多個行業繼續受到關注，對高性能、節能電子元件的需求不斷成長，推動了市場成長。 GaN 憑藉其卓越的電氣性能，與傳統的矽基半導體相比，具有更快的處理速度、更高的能源效率和更大的功率密度。 GaN 在電動車、無線充電和高頻通訊網路等應用中的日益普及使其成為下一代技術的關鍵推動因素。此外，隨著產業向永續性和能源效率邁進，GaN 降低功率損耗和增強系統性能的能力使其成為製造商的首選。這些優勢導致對 GaN 研發的投資增加，進一步加速了其商業化和廣泛應用。

GaN半導體裝置需求的一個重要促進因素是其在消費性電子產品中的日益普及。各公司正在利用 GaN 的功能來提高電源效率，同時實現更小、更緊湊的外形尺寸。這使得製造商能夠以降低的系統成本開發高性能產品，使 GaN 成為充電器、電源供應器和新興電動車技術的首選材料。將 GaN 融入各種消費和工業應用的能力不斷提升了它的吸引力，推動了廣泛的市場滲透。

市場範圍
起始年份	2024
預測年份	2025-2034
起始值	226億美元
預測值	434億美元
複合年成長率	6.8%

GaN半導體裝置市場依產品類型分為光電半導體、射頻半導體和功率半導體。光是功率半導體一項，2024 年的市場規模就將達到 94 億美元，這反映了它們在高效應用中的重要角色。 GaN 能夠在比傳統半導體材料更高的電壓和溫度下工作，這使其成為資料中心、再生能源系統和電動車等要求苛刻的領域的理想選擇。隨著企業尋求改進電源管理解決方案，GaN功率半導體預計將見證持續的需求和創新。

從組件角度來看，市場分為電晶體、二極體、整流器、電源 IC 等。特別是氮化鎵電晶體，在微波頻率的功率放大中發揮至關重要的作用，使其成為先進技術應用中不可或缺的一部分。截至 2024 年，電晶體佔據 GaN 半導體裝置市場的 36.3%，反映出它們在需要高溫操作和卓越效率的應用中的重要性日益增加。這些屬性對於電信、航太和國防等產業至關重要，因為可靠、高性能的半導體元件至關重要。

2024年美國GaN半導體裝置市場估值達53億美元，凸顯了美國在GaN技術領域的領導地位。美國高度重視商業和國家安全優勢，在 GaN 創新方面處於領先地位。特別是國防部門已將 GaN 整合到雷達系統和電子戰技術等關鍵應用中。此外，5G的快速部署和預期向6G網路的演進進一步凸顯了GaN在高頻通訊基礎設施中的戰略重要性。隨著各行各業繼續優先考慮效率、速度和性能，GaN 技術有望在塑造未來半導體進步方面發揮關鍵作用。

產業生態系統分析
- 影響價值鏈的因素
- 利潤率分析
- 中斷
- 未來展望
- 製造商
- 經銷商
供應商格局
利潤率分析
重要新聞和舉措
監管格局
衝擊力
- 成長動力
  - GaN 在消費性電子產品的應用日益廣泛
  - 汽車產業日益一體化
  - 高速資料傳輸需求不斷成長
  - 能源電力產業部署激增
- 產業陷阱與挑戰
  - 製造成本高
  - 熱管理挑戰
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：按類型，2021-2034

主要趨勢
光電半導體
射頻半導體
功率半導體

第6章：市場估計與預測：依組件，2021-2034

主要趨勢
電晶體
二極體
整流器
電源IC
其他

第7章：市場估計與預測：依電壓範圍，2021-2034

主要趨勢
小於100V
100-500伏
超過500伏

第8章：市場估計與預測：按最終用途產業，2021-2034 年

主要趨勢
航太與國防
汽車
消費性電子產品
能源與電力
衛生保健
工業的
資訊科技和電信
其他

第9章：市場估計與預測：按地區，2021-2034

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
- 俄羅斯
亞太地區
- 中國
- 印度
- 日本
- 韓國
- 澳洲
拉丁美洲
- 巴西
- 墨西哥
MEA
- 南非
- 沙烏地阿拉伯
- 阿拉伯聯合大公國

第10章：公司簡介

Aixtron SE
Analog Devices
Broadcom Inc.
Efficient Power Conversion (EPC)
Fuji Electric Co., Ltd.
GaN Systems
Infineon Technologies AG
Kyocera Corporation
MACOM Technology Solutions
Mitsubishi Electric Corporation
NXP Semiconductors
Odyssey Semiconductor Technologies, Inc.
ON Semiconductor
Power Integrations
Qorvo, Inc.
Qualcomm
Renesas Electronics Corporation
Rohm Semiconductor
Sanken Electric Co., Ltd.
Skyworks Solutions
STMicroelectronics
Sumitomo Electric Industries Ltd.
Texas Instruments
Toshiba Corporation
Wolfspeed

簡介目錄

Product Code: 8345

The Global GaN Semiconductor Device Market reached USD 22.6 billion in 2024 and is projected to expand at a CAGR of 6.8% from 2025 to 2034. The rising demand for high-performance, energy-efficient electronic components is fueling market growth, as GaN technology continues to gain traction across multiple industries. With its superior electrical properties, GaN enables faster processing speeds, improved energy efficiency, and greater power density compared to traditional silicon-based semiconductors. The increasing adoption of GaN in applications such as electric vehicles, wireless charging, and high-frequency communication networks is positioning it as a key enabler of next-generation technology. Additionally, as industries move toward sustainability and energy efficiency, GaN's ability to reduce power losses and enhance system performance makes it a preferred choice among manufacturers. These advantages are leading to increased investments in GaN research and development, further accelerating its commercialization and widespread adoption.

A significant driver of GaN semiconductor device demand is its growing integration into consumer electronics. Companies are leveraging GaN's capability to improve power efficiency while enabling smaller, more compact form factors. This allows manufacturers to develop high-performance products with reduced system costs, making GaN a preferred material for chargers, power supplies, and emerging electric vehicle technologies. The ability to incorporate GaN into various consumer and industrial applications continues to elevate its appeal, driving widespread market penetration.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$22.6 Billion
Forecast Value	$43.4 Billion
CAGR	6.8%

The GaN semiconductor device market is categorized by product type into opto-semiconductors, RF semiconductors, and power semiconductors. Power semiconductors alone accounted for USD 9.4 billion in 2024, reflecting their essential role in high-efficiency applications. GaN's ability to operate at higher voltages and temperatures than conventional semiconductor materials makes it ideal for demanding sectors such as data centers, renewable energy systems, and electric vehicles. As companies seek to improve power management solutions, GaN power semiconductors are expected to witness sustained demand and innovation.

From a component perspective, the market is segmented into transistors, diodes, rectifiers, power ICs, and others. GaN transistors, in particular, play a crucial role in power amplification at microwave frequencies, making them indispensable for advanced technological applications. As of 2024, transistors represented 36.3% of the GaN semiconductor device market, reflecting their growing importance in applications requiring high-temperature operation and superior efficiency. These attributes are crucial for industries such as telecommunications, aerospace, and defense, where reliable, high-performance semiconductor components are vital.

The U.S. GaN Semiconductor Device Market reached a valuation of USD 5.3 billion in 2024, underscoring the country's leadership in GaN technology. With a strong emphasis on commercial and national security advantages, the U.S. is at the forefront of GaN innovation. The defense sector, in particular, has integrated GaN into critical applications such as radar systems and electronic warfare technologies. Additionally, the rapid deployment of 5G and the anticipated evolution to 6G networks further highlight GaN's strategic importance in high-frequency communication infrastructure. As industries continue to prioritize efficiency, speed, and performance, GaN technology is expected to play a pivotal role in shaping the future of semiconductor advancements.

Chapter 1 Methodology & Scope

1.1 Market scope & definitions
1.2 Base estimates & calculations
1.3 Forecast calculations
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 synopsis, 2021-2034

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
- 3.1.1 Factor affecting the value chain
- 3.1.2 Profit margin analysis
- 3.1.3 Disruptions
- 3.1.4 Future outlook
- 3.1.5 Manufacturers
- 3.1.6 Distributors
3.2 Supplier landscape
3.3 Profit margin analysis
3.4 Key news & initiatives
3.5 Regulatory landscape
3.6 Impact forces
- 3.6.1 Growth drivers
  - 3.6.1.1 Increasing adoption of GaN in consumer electronics
  - 3.6.1.2 Growing integration in the automotive industry
  - 3.6.1.3 Rising demand for high-speed data transmission
  - 3.6.1.4 Surging deployment in the energy and power industry
- 3.6.2 Industry pitfalls & challenges
  - 3.6.2.1 High manufacturing costs
  - 3.6.2.2 Thermal management challenges
3.7 Growth potential analysis
3.8 Porter's analysis
3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

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 Type, 2021-2034 (USD Billion)

5.1 Key trends
5.2 Opto-semiconductors
5.3 RF semiconductors
5.4 Power semiconductors

Chapter 6 Market Estimates & Forecast, By Component, 2021-2034 (USD Billion)

6.1 Key trends
6.2 Transistor
6.3 Diode
6.4 Rectifier
6.5 Power IC
6.6 Others

Chapter 7 Market Estimates & Forecast, By Voltage Range, 2021-2034 (USD Billion)

7.1 Key trends
7.2 Less than 100 V
7.3 100-500 V
7.4 More than 500 V

Chapter 8 Market Estimates & Forecast, By End Use Industry, 2021-2034 (USD Billion)

8.1 Key trends
8.2 Aerospace & defense
8.3 Automotive
8.4 Consumer electronics
8.5 Energy & power
8.6 Healthcare
8.7 Industrial
8.8 IT & telecommunications
8.9 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021-2034 (USD Billion)

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 Russia
9.4 Asia Pacific
- 9.4.1 China
- 9.4.2 India
- 9.4.3 Japan
- 9.4.4 South Korea
- 9.4.5 Australia
9.5 Latin America
- 9.5.1 Brazil
- 9.5.2 Mexico
9.6 MEA
- 9.6.1 South Africa
- 9.6.2 Saudi Arabia
- 9.6.3 UAE