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半導體生產設備半導體材料化合物半導體

市場調查報告書

商品編碼

1557390

碳化矽市場－2024年至2029年預測

Silicon Carbide Market - Forecasts from 2024 to 2029

出版日期: 2024年08月30日 | 出版商:

Knowledge Sourcing Intelligence | 英文 140 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

預計2024年碳化矽市場規模約16.72億美元，預計2029年將成長至48.63億美元，複合年成長率為23.80%。

全球碳化矽（SiC）市場預計將以更高的成長率成長，這主要是由於全球家用電子電器的需求不斷增加。按類型細分碳化矽市場，氮化矽結合碳化矽預計將佔據較高的市場佔有率。另一方面，從應用來看，半導體將獲得很大佔有率。從業界來看，由於碳化矽的廣泛應用，汽車和電子產業預計將快速成長。半導體市場需求的擴大預計將增加汽車、家用電器和 IT/通訊等多個行業的全球需求。同樣，對永續能源（即太陽能產業）的需求增加預計也將推動全球碳化矽市場的成長。

由純矽和碳製成的半導體材料稱為碳化矽。許多製造商正在積極開發用於資料中心、太陽能系統、電動車等的 SiC。所有這些以效率為導向的系統都會產生高電壓和高溫。儘管太陽能和電動車在碳化矽的使用方面處於領先地位，但全球範圍內用碳化矽替代替代材料以減少因高電壓電力效率低下而導致的碳排放的運動越來越大。

據估計，碳化矽市場成長的主要驅動力之一是半導體市場在多個產業的擴張。同樣，汽車產業的成長、太陽能電池產業需求的成長和效率的提高預計也將推動碳化矽市場的全球成長。

碳化矽市場促進因素：

半導體產業的擴張將刺激對SiC的需求。

碳化矽半導體為電動車的進步和支持工業領域的數位化做出了重大貢獻，為電池和感測器的電力電子裝置的發展做出了貢獻。碳化矽半導體重量輕、強度高、效率高。在一些重要的應用中，碳化矽 (SiC) 半導體比傳統半導體更有效地處理電力。

根據半導體產業協會統計，2023年半導體產業總銷售額約5,268億美元。該協會進一步表示，2024年5月半導體產業總銷售額約491億美元，較2023年5月成長約19.3%。美洲銷量年增與前一年同期比較43.6%，其次是中國市場，成長24.2%。 Wolfspeed 是碳化矽技術的產業先驅，於 2022 年 4 月在紐約馬西正式推出了其最先進的莫霍克谷碳化矽製造工廠。這家新晶片製造工廠的正式開幕使紐約成為美國首屈一指的半導體製造地。隨著時間的推移，半導體市場的成長可能會導致對碳化矽的高需求。

汽車產業的成長

SiC 在汽車行業越來越受歡迎，這需要卓越的品質、可靠性和效率。 SiC 擅長滿足高電壓要求。透過提高整個系統，特別是逆變器系統的效率，碳化矽有潛力延長電動車的續航里程。這是為了節省整個車輛的更多能源，並減少電池管理系統的尺寸和重量。例如，尖端半導體材料開發和製造的先驅Soitec（巴黎泛歐交易所）於2022年5月宣布推出首款200毫米碳化矽SmartSiC晶圓。透過此次公告，Soitec 將其 SiC 產品線擴展到 150mm 以上，並推進 SmartSiC 晶圓的研發，以滿足汽車行業不斷成長的需求。

近年來，全球汽車產量也大幅成長。國際汽車工業協會（OICA）在其全球汽車產量統計中表示，2021年汽車總產量約為80,004,000輛，2022年將增加至約84,830,000輛。 2023年汽車總產量較前一年大幅成長，達到約9,354.6萬輛。該集團表示，2021 年至 2023 年間，市場成長了約 17%。

碳化矽市場地理展望

預計亞太地區將佔據碳化矽市場的主要佔有率。

亞太地區是技術發展顯著的地區，預計將佔據全球碳化矽市場的很大佔有率。亞太地區是全球最大的消費性電子產品生產地，包括半導體和碳化矽晶片應用。由於政府加強刺激該地區市場的力度，家用電器的生產和市場需求將進一步大幅成長。此外，綠色或永續能源市場，特別是太陽能市場的成長，預計也將導致全球對能源和電力產業的需求增加，從而推動該地區碳化矽市場的成長。

同樣，該地區汽車工業的成長預計也將提振碳化矽的需求。亞太地區的印度、中國、台灣、日本和越南等國家是全球市場上最大的汽車製造商。此外，亞太地區多個國家的政府推出了多項計畫和獎勵，以增加區域汽車市場佔有率，從而推動碳化矽市場的發展。

碳化矽市場主要企業提供的產品

安陽金貝特冶金耐火材料有限公司是全球領先的鐵合金製造商，生產金屬矽、矽鐵、矽鈣、高碳矽、碳化矽等多種產品。
聖戈班高性能陶瓷和Refractories(PCR) 是為多個行業設計、開發和製造高性能解決方案的主要企業之一。該公司提供多種產品和解決方案，包括工程陶瓷解決方案和耐火材料解決方案。我們的材料組合提供氧化鋁、碳化硼、氧化鋯、莫來石、氮化矽、碳化矽等。

碳化矽市場的主要發展：

2024年8月，英飛凌科技在馬來西亞居林推出了第一期200毫米碳化矽晶片工廠。隨著新工廠的推出，英飛凌預計將加強其在全球功率半導體市場的佔有率。該公司還承諾未來五年在馬來西亞投資約55億美元。
2024年7月，全球公司ONSEM推出了EliteSiC M3e MOSFET，旨在加速全球碳化矽技術平台的發展。借助這項新技術，該公司的目標是在經過現場驗證的平面架構上顯著降低傳導和開關損耗。 ONSemi 的 EliteSiC M3e MOSFET 也提供業界最低的比導通電阻之一。
2022 年 9 月，智慧功率和感測技術的先驅 ONCEMI 宣布推出三款採用傳遞模塑技術的基於碳化矽 (SiC) 的功率模組。它們專為所有類型電動車 (EV) 的車載充電和高電壓(HV) DCDC 轉換而設計。 APM32系列是同類產品中首款專用11至22kW高功率車用充電器開發的產品。將 SiC 技術融入傳遞模封裝中可提高 EV 效率並縮短充電時間。

碳化矽市場細分分析如下：

按類型

燒結碳化矽
氮化碳化矽
反應結合碳化矽

按用途

煞車/離合器
太陽能板
渦輪
半導體
去氧劑
發光二極體
其他

按行業分類

車
能源
鋼
電子產品
其他

按地區

北美洲
美國
加拿大
墨西哥
南美洲
巴西
阿根廷
其他
中東
德國
法國
英國
義大利
西班牙
其他
中東/非洲
沙烏地阿拉伯
以色列
阿拉伯聯合大公國
其他
亞太地區
中國
日本
韓國
印度
澳洲
印尼
泰國
台灣
其他

介紹
北美洲
- 按類型
- 按用途
- 按行業分類
- 按國家/地區
南美洲
- 按類型
- 按用途
- 按行業分類
- 按國家/地區
歐洲
- 按類型
- 按用途
- 按行業分類
- 按國家/地區
中東/非洲
- 按類型
- 按用途
- 按行業分類
- 按國家/地區
亞太地區
- 按類型
- 按用途
- 按行業分類
- 按國家/地區

第9章競爭環境及分析

主要企業及策略分析
市場佔有率分析
合併、收購、協議和合作
競爭對手儀表板

第10章公司簡介

Saint Gobain
AGSCO Corp
Anyang Jinbeite Metallurgical Refractories Co., Ltd.
WolfSpeed Inc
Microchip Technology Inc.
INSACO Inc
NB Enterprises
Shot Blaster
Carborundum Universal Limited
Zee Precision Carbographite Industries
Henan Silk Road Abrasives & Tools Co., Ltd.
ROHM Co., Ltd.
Infineon Technologies AG

簡介目錄

Product Code: KSI061615363

The silicon carbide market is estimated to be around US$1.672 billion in 2024 and is anticipated to grow to US$4.863 billion by 2029 at a CAGR of 23.80%.

The global silicon carbide (SiC) market is estimated to grow at a higher rate, majorly with the increase in the global demand for consumer electronics equipment. Under the type segment of the silicon carbide market, nitride-bonded silicon carbide is estimated to attain a higher market share. In contrast, the semiconductors category in the application segments will achieve a significant share. The automotive and electronics sector in the industry vertical will grow rapidly as the industry offers a higher application of silicon carbide. The growth of the semiconductor market demand is estimated to increase the global demand in multiple industries like automotive, consumer electronics, and IT & telecommunication. Similarly, the increasing demand for sustainable energy, or the solar energy sector, is also estimated to boost the global silicon carbide market's growth.

A semiconductor base material made of pure silicon and carbon is known as silicon carbide. Many manufacturers are aggressively developing SiC for use in data centers, solar energy systems, and electric vehicles, among other things. Each of these efficiency-focused systems produces high voltages and high temperatures. There is a major global drive to adopt SiC instead of alternative materials to cut carbon emissions brought on by power inefficiencies at higher voltages, even though solar energy and electric vehicles are leading the way in using SiC.

One of the major driving factors for the silicon carbide market's growth is estimated to be the expansion of the semiconductor market across multiple industries. Similarly, the growth of the automotive industry and the rising demand and efficiency of the solar industry are also expected to push the silicon carbide market growth globally.

Silicon Carbide Market Drivers:

Expansion in the semiconductor industry eventually boosts SiC demand.

A significant contribution to the electromobility breakthrough and support for digitalization in the industrial sector is made by silicon carbide semiconductors, which help advance the power electronics in batteries and sensors. They are made to be lightweight, strong, and very effective. In several crucial applications, silicon carbide (SiC) semiconductors process electricity more effectively than conventional semiconductors.

According to the Semiconductor Industry Association, the total sales of the semiconductor industry were recorded at about US$526.8 billion in 2023. The association further stated that in May 2024, the semiconductors industry's total sales were about US$49.1 billion, an increase of about 19.3% compared to May 2023. The year-to-year sales in the Americas increased about 43.6%, followed by a 24.2% increase in the Chinese market. Wolfspeed, Inc., the industry pioneer in Silicon Carbide technology, formally launched its cutting-edge Mohawk Valley Silicon Carbide fabrication facility in Marcy, New York, in April 2022. By officially opening this new chip fabrication facility, they establish New York as the country's leading semiconductor production center. The semiconductor market's growth will eventually result in high demand for silicon carbide.

Growth in the automotive industry.

SiC has gained popularity in the automobile industry because of the need for superior quality, dependability, and efficiency. It is adept at meeting high-voltage requirements. By improving the efficiency of the entire system, particularly the inverter system, silicon carbide can potentially extend the range of electric vehicles. This is because it conserves more energy overall for the vehicle and reduces the size and weight of the battery management systems. For instance, a pioneer in developing and producing cutting-edge semiconductor materials, Soitec (Euronext Paris), showed its first 200mm silicon carbide SmartSiC wafer in May 2022. With the release, Soitec can expand its line of SiC products beyond 150mm, advance the research and development of its SmartSiC wafers, and meet the expanding needs of the automobile industry.

Automotive production worldwide has also witnessed a massive increase in the past few years. The International Organization of Motor Vehicle Manufacturers (OICA), in its global production statistics of automotive, stated that in 2021, the total production of automobiles was recorded at about 80.004 million, which increased to about 84.830 million in 2022. The total automotive production in 2023 grew significantly from the past year, recorded at about 93.546 million. The organization stated that the market witnessed a growth of about 17% between 2021 and 2023.

Silicon Carbide Market Geographical Outlook

Asia Pacific is anticipated to hold a significant share of the Silicon Carbide Market.

The Asian Pacific region is estimated to attain a greater market share in the global silicon carbide market, as the region offers an intensively developing technological landscape. The Asian Pacific region is among the biggest global hubs for producing consumer electronics products, which have a higher application of semiconductors and silicon carbide chips. The production and market demand for consumer electronics is further stated to witness a massive increase with the increase in governmental incentives to boost the market in the region. Furthermore, the green or sustainable energy market's growth, especially the solar energy market, is also estimated to boost the regional silicon carbide market growth, as it offers an increasing global demand for energy and power sectors.

Similarly, the growth of the automotive industry in the region is also estimated to boost the demand for silicon carbide. Countries like India, China, Taiwan, Japan, and Vietnam in the Asia-Pacific region are among the biggest automotive manufacturers in the global market. The governments of multiple countries in the Asia-Pacific region have also introduced multiple programs and incentives to boost the regional automotive market share, boosting the silicon carbide market.

Silicon Carbide Market Products Offered by Key Companies:

Anyang Jinbeite Metallurgical Refractory Co., Ltd., a global leader in ferroalloy production, offers multiple products, including silicon metal, ferrosilicon, calcium silicon, high-carbon silicon, and silicon carbide.
Saint-Gobain Performance Ceramics & Refractories (PCR) is among the leading companies that designs, develops, and manufacture high-performing solutions for multiple industries. The company offers multiple products and solutions, like engineered ceramic solutions and refractory solutions, and multiple products and materials. In its material portfolio, the company offers alumina, boron carbide, zirconia, mullite, silicon nitride, and silicon carbide, among others.

Silicon Carbide Market Key Developments:

In August 2024, Infineon Technologies launched the first phase of a 200mm silicon carbide chip fab in Kulim, Malaysia. With the launch of a new fab, Infineon is estimated to strengthen its market share in the global power semiconductors market. The company has also pledged to invest about US$5.5 billion in Malaysia for the next five years.
In July 2024, Onsemi, a global corporation, launched EliteSiC M3e MOSFETs, which aim to accelerate the silicon carbide technology platform globally. With the new technology, the company aims to achieve a massive reduction in conduction and switching loss on the field-proved planar architecture. EliteSiC M3e MOSFETs offered by Onsemi also offer one of the lowest specific on-resistance in the industry.
In September 2022, three silicon carbide (SiC)-based power modules in transfer molded technology were released by Onsemi, a pioneer in intelligent power and sensing technologies, and are designed for use in on-board charging and high voltage (HV) DCDC conversion in all sorts of electric vehicles (EV). The APM32 series is the first of its type and is created exclusively for high-power 11-22kW onboard chargers. It incorporates SiC technology into a transfer molded packaging to increase efficiency and reduce charge time for EVs.

The Silicon Carbide Market is segmented and analyzed as given below:

By Type

Sintered Silicon Carbide
Nitride Bonded Silicon Carbide
Reaction Bonded Silicon Carbide

By Application

Brakes & Clutches
Solar Panels
Turbines
Semiconductors
Deoxidizing Agent
Light Emitting Diodes
Others

By Industry Vertical

Automotive
Energy
Steel Industry
Electronics
Others

By Geography

North America
USA
Canada
Mexico
South America
Brazil
Argentina
Others
Europe
Germany
France
United Kingdom
Italy
Spain
Others
Middle East and Africa
Saudi Arabia
Israel
United Arab Emirates
Others
Asia Pacific
China
Japan
South Korea
India
Australia
Indonesia
Thailand
Taiwan
Others

1. INTRODUCTION

1.1. Market Overview
1.2. Market Definition
1.3. Scope of the Study
1.4. Market Segmentation
1.5. Currency
1.6. Assumptions
1.7. Base and Forecast Years Timeline
1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

2.1. Research Design
2.2. Research Process

3. EXECUTIVE SUMMARY

3.1. Key Findings

4. MARKET DYNAMICS

4.1. Market Drivers
4.2. Market Restraints
4.3. Porter's Five Forces Analysis
- 4.3.1. Bargaining Power of Suppliers
- 4.3.2. Bargaining Power of Buyers
- 4.3.3. The Threat of New Entrants
- 4.3.4. Threat of Substitutes
- 4.3.5. Competitive Rivalry in the Industry
4.4. Industry Value Chain Analysis
4.5. Analyst View

5. SILICON CARBIDE MARKET BY TYPE

5.1. Introduction
5.2. Sintered Silicon Carbide
5.3. Nitride Bonded Silicon Carbide
5.4. Reaction Bonded Silicon Carbide

6. SILICON CARBIDE MARKET BY APPLICATION

6.1. Introduction
6.2. Brakes & Clutches
6.3. Solar Panels
6.4. Turbines
6.5. Semiconductors
6.6. Deoxidizing Agent
6.7. Light Emitting Diodes
6.8. Others

7. SILICON CARBIDE MARKET BY INDUSTRY VERTICAL

7.1. Introduction
7.2. Automotive
7.3. Energy
7.4. Steel Industry
7.5. Electronics
7.6. Others

8. SILICON CARBIDE MARKET BY GEOGRAPHY

8.1. Introduction
8.1. North America
- 8.1.1. By Type
- 8.1.2. By Application
- 8.1.3. By Industry Vertical
- 8.1.4. By Country
  - 8.1.4.1. United States
  - 8.1.4.2. Canada
  - 8.1.4.3. Mexico
8.2. South America
- 8.2.1. By Type
- 8.2.2. By Application
- 8.2.3. By Industry Vertical
- 8.2.4. By Country
  - 8.2.4.1. Brazil
  - 8.2.4.2. Argentina
  - 8.2.4.3. Others
8.3. Europe
- 8.3.1. By Type
- 8.3.2. By Application
- 8.3.3. By Industry Vertical
- 8.3.4. By Country
  - 8.3.4.1. Germany
  - 8.3.4.2. France
  - 8.3.4.3. United Kingdom
  - 8.3.4.4. Italy
  - 8.3.4.5. Spain
  - 8.3.4.6. Others
8.4. Middle East and Africa
- 8.4.1. By Type
- 8.4.2. By Application
- 8.4.3. By Industry Vertical
- 8.4.4. By Country
  - 8.4.4.1. Saudi Arabia
  - 8.4.4.2. Israel
  - 8.4.4.3. Others
8.5. Asia Pacific
- 8.5.1. By Type
- 8.5.2. By Application
- 8.5.3. By Industry Vertical
- 8.5.4. By Country
  - 8.5.4.1. China
  - 8.5.4.2. Japan
  - 8.5.4.3. South Korea
  - 8.5.4.4. India
  - 8.5.4.5. Australia
  - 8.5.4.6. Indonesia
  - 8.5.4.7. Thailand
  - 8.5.4.8. Taiwan
  - 8.5.4.9. Others