汽車 SiC 功率半導體的全球市場

Global Trends in the Automotive SiC Power Semiconductor Industry (pre-order)

出版日期: 2023年05月15日 | 出版商:

MIC - Market Intelligence & Consulting Institute | 英文 20 Pages | 商品交期: 3-5個工作天內

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儘管面臨疫情反復、經濟不穩定、投資和交易下滑、地緣政治因素導致供應鏈中斷等挑戰，第3代半導體行業開始對2022年表現出興奮之情。由於全球努力實現淨零碳排放和向綠色能源過渡，功率器件中使用的 SiC（碳化矽）材料正受到市場關注。 SiC器件具有低功耗和高性能的特點，隨著家電產品性能最大化的趨勢，未來有望在電動汽車中得到廣泛應用。

本報告審視全球汽車碳化矽功率半導體市場，提供市場概況、行業趨勢，以及全球前五名碳化矽器件製造商（意法半導體、英飛凌、Wolfspeed、羅姆、ONSEMI）的發展趨勢總結。

內容

第一章全球車用SiC功率半導體市場發展情況

全球淨零碳排放推動電動汽車的發展
通過 xEv 開發顯著增加功率元件的使用和價值
SiC 的出現彌補了傳統矽基半導體材料的局限性
800V+SiC規格成為電動車主流
由於對電動汽車的需求不斷增長，全球市場對 SiC 功率半導體的需求不斷擴大

第二章全球SiC功率半導體產業發展情況

全球SiC功率半導體產業高度集中
上游襯底和外延是SiC功率半導體產業的主要瓶頸
全球5大SiC器件供應商發展趨勢
大規模生產、8 英寸生產、內部製造和戰略聯盟是主要行業趨勢
- 大規模生產：隨著對 SiC 的需求增加，擴大產能成為製造商的主要目標

第2章4.2

8 英寸生產：主要製造商努力優化基板技術以進行量產

第2章4.3

自產：垂直整合或成全球SiC產業主流發展趨勢
- 戰略聯盟：汽車製造商在碳化矽產業鏈中的影響力不斷增強
政府政策是碳化矽行業發展的關鍵驅動力
- 美國：碳化矽產業的發展取決於軍事和國防部門
- 歐洲：利用傳統汽車產業的需求，實施區域一體化項目
- 中國：通過軍民融合政策在國家層面推動 IDM 專業化

第三章未來展望

附錄

公司名單

簡介目錄圖表

Product Code: SCRPT23051501

The third-generation semiconductor industry has begun to gain momentum in 2022, despite challenges such as repeated outbreaks of the pandemic, economic instability, reduced investment and trades, and supply chain disruptions caused by geopolitical factors. SiC (Silicon Carbide) materials used in power devices have been grabbing market attention due to global efforts to achieve net-zero carbon emissions and the transition to green energy. Components associated with these semiconductors are rapidly moving from research and development to mass production. As EV (Electronic Vehicles) industry continues to boom, the demand for electric vehicle performance is also increasing. SiC devices characterized by low energy consumption and high performance are expected to be widely adopted in electric vehicles in the future, in line with the trends towards maximizing the performance of consumer electronics. The development of the third-generation semiconductor industry, represented by SiC, is thus likely to become a global trend. This report provides an overview of the global automotive SiC power semiconductor market and industry development and examines the key trends in the development of the global top-five SiC device suppliers, including STMicroelectronics, Infineon, Wolfspeed, Rohm, and Onsemi.

1.Development of the Global Automotive SiC Power Semiconductor Market

1.1 Global Net-zero Carbon Emission Initiatives Drive the Development of Electric Vehicles
1.2 Significant Increases in Usage and Value of Power Components under xEv Development
1.3 The Emergence of SiC Compensates for Limitations of Traditional Si-based Semiconductor Materials
1.4 800V+SiC Specifications Becomes the Mainstream Trend in Electric Vehicle
1.5 The Expansion of Electric Vehicle Demand to Boost Global Market Demand for SiC Power Semiconductors

2.Development of the Global SiC Power Semiconductor Industry

2.1 Global SiC Power Semiconductor Industry Has High Market Concentration
2.2 Upstream Substrates and Epitaxy as Major Bottlenecks in the SiC Power Semiconductor Industry
2.3 Trends in the Development of the World’s Top Five SiC Device Suppliers
2.4 Large-scale Production, 8-inch Production, In-house Manufacturing, and Strategic Alliances are Key Industry Trends
- 2.4.1 Large-scale Production: Expanding Production Capacity as the Primary Goal for Manufacturers amid Increased SiC Demand

2.4.2

8-inch Production: Leading Manufacturers Strive to Optimize Substrate Technology to Achieve Mass Production

2.4.3

In-house Manufacturing: Vertical Integration Likely to Become the Mainstream Development Trend in the Global SiC Industry

2.4.4 Strategic Alliances: Carmakers' Influence in the SiC Industry Chain Increases

2.5 Government Policies are a Key Driver for the Development of the SiC Industry
- 2.5.1 The US: Relies on the Military and Defense Sectors to Drive SiC Industry Development
- 2.5.2 Europe: Leverages Demand from the Traditional Automotive Industry and Implements Regional Integration Projects
- 2.5.3 China: Promoting National-level IDM Specialization at National Level through the Military-Civil Integration Policy

3.MIC Perspective

Appendix

List of Companies

List of Tables

Table 1: Physical Performance Differences between Traditional Si Semiconductors and Third-generation Semiconductors based on SiC
Table 2: Main Reasons for Difficulties in SiC Substrate Production
Table 3: Trends in the Development of Major SiC Power Semiconductor Manufacturers Worldwide
Table 4: Strategic Alliances of Major SiC Device Suppliers

List of Figures

Figure 1: Net-zero Carbon Emission Targets of Major Countries Worldwide
Figure 2: Timeline of Carmakers Introducing SiC MOSFETs in their Vehicles
Figure 3: Global SiC Power Device Market Forecast by Application, 2019 - 2025
Figure 4: Global Market Share of SiC Substrates (Left) and SiC Power Devices (Right)
Figure 3: SiC Wafer Manufacturing Process and Production Cost Breakdown
Figure 4: Vertical Integration and Substrate Supply of Key SiC Manufacturers Worldwide

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