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市場調查報告書
商品編碼
1446963
到 2030 年半絕緣 SiC 晶圓的市場預測:按類型、應用和地區分類的全球分析Semi-Insulating Silicon Carbide Wafer Market Forecasts to 2030 - Global Analysis By Type (6 Inch SiC Wafer & 4 Inch SiC Wafer), Application (Wireless Infrastructure, Electronics & Optoelectronics, Power Devices & Other Applications) & By Geography |
根據 Stratistics MRC 的數據,2023 年全球半絕緣 SiC 晶圓市場規模將達到 5.22 億美元,預計在預測期內將以 21.3% 的年複合成長率成長,到 2030 年達到 20.17 億美元。
由矽和碳製成的半導體材料稱為SiC晶片。 SiC 晶圓稱為耐高溫、半導體、絕緣和溫度控管材料。半絕緣 SiC 晶圓在射頻 (RF) 和功率放大器等高頻和高功率電子產品的製造中發揮重要作用,因為它們可以調節電導率並最大限度地減少訊號干擾。
中國工業協會發布的研究顯示,SiC投資與中國電動車產量具有很強的相關性,並且將隨著電動車產量的增加而增加。
對高頻電子產品不斷成長的需求
隨著各行業越來越依賴通訊和無線通訊系統等尖端技術,對以更高頻率運作的電子設備的需求正在迅速增加。半絕緣 SiC 晶圓在放大器和電晶體等射頻 (RF) 元件的製造中發揮著至關重要的作用,因為其獨特的半絕緣特性可以減少訊號干擾並提高整體設備性能。此外,隨著5G網路的不斷推出和通訊技術的不斷演進,對SiC晶圓的需求正在快速成長。
製造成本高
製造晶圓需要複雜的工藝,需要高純度的原料,這增加了生產成本。製造複雜性(包括精確的結晶生長和嚴格的品管措施)推高了 SiC 晶圓製造的總成本。因此,市場面臨碳化矽晶圓競爭性定價的挑戰,影響了普及。然而,SiC 晶圓製造所涉及的先進設備和技術所需的高額初始投資進一步增加了成本障礙。
電動車的全球擴張
隨著汽車產業向電動轉型,對先進電力電子設備的需求不斷增加。 SiC 晶圓在提高電動車電力電子元件的效率和性能方面發揮關鍵作用。 SiC 晶圓的獨特性能,例如耐高溫和改進的功率處理能力,有助於開發更節能、更緊湊的電動傳動系統。全球電動車的普及增加了對碳化矽電力電子裝置的需求,從而推動了對晶圓的需求。
與其他半導體材料的競爭
雖然碳化矽晶圓具有耐高溫和改進的物料輸送能力等獨特優勢,但它們面臨來自矽和砷化鎵等現有材料的競爭。尤其是矽,在半導體產業中長期存在,其成熟的製造流程和低成本使其成為某些應用的首選。砷化鎵以其高電子遷移率而聞名,在某些利基市場中具有競爭優勢。碳化矽晶圓面臨的挑戰是說服業界從傳統材料轉向更新但更優越的替代材料。
全球供應鏈中斷、製造設施暫時關閉以及經濟不確定性嚴重影響了碳化矽晶圓的生產和分銷。由於勞動力短缺、物流限制和計劃進度延誤,半導體產業在滿足需求方面面臨挑戰。然而,疫情造成的景氣衰退也導致各產業投資和計劃放緩,影響了碳化矽晶圓的需求。
6吋SiC晶圓市場預計將在預測期內成為最大的市場
預計 6 吋 SiC 晶圓市場在預測期內將成為最大的市場。更大的晶圓直徑為半導體裝置製造提供了更大的表面積,從而允許每個晶圓生產更多的電子元件並提高製造效率。這導致成本降低和規模經濟,使 6 吋 SiC 晶圓對大批量生產越來越有吸引力。此外,晶圓尺寸的增加符合更大晶圓直徑的行業趨勢,並有利於與現有半導體製造設備和製程的兼容性。
預計無線基礎設施產業在預測期內將經歷最高的年複合成長率。
無線基礎設施產業預計在預測期內年複合成長率最高。隨著無線通訊技術領域的擴展,特別是5G網路的推出,對高頻電子元件的需求不斷增加。 SiC 晶圓以其卓越的電氣性能和在高頻下高效運行的能力而聞名,這使得它們對於製造無線基礎設施中的放大器和收發器等射頻 (RF) 組件至關重要。此外,SiC 的固有優勢(例如減少訊號干擾和提高功率處理能力)使這些晶圓對於開發可靠的高效能無線通訊系統至關重要。
低價高科技功率元件和高階電子產品的採用正在增加全部區域的電子產品消費,該地區在預測期內佔據最大佔有率。國內主要電信業者5G基礎設施網路的發展正在促進SiC晶圓產業的成長。此外,隨著國內車的電動程度越來越高,對半絕緣碳化矽晶圓的需求也增加。
由於電力電子產品的使用增加以及向再生能源來源的轉變,歐洲地區在預測期內將快速成長。半絕緣SiC晶圓市場的成長受到德國等歐洲國家汽車產業市場開拓的推動。此外,旨在提高材料品質、擴充性和成本效益的半絕緣碳化矽晶圓製造流程的不斷進步正在推動該地區的市場成長。
According to Stratistics MRC, the Global Semi-Insulating Silicon Carbide Wafer Market is accounted for $522 million in 2023 and is expected to reach $2,017 million by 2030 growing at a CAGR of 21.3% during the forecast period. A semiconductor material composed of silicon and carbon is referred to as a SiC wafer. SiC wafers are known for their high-temperature resistance, semiconductors, insulation, and thermal management materials. Semi-Insulating Silicon Carbide Wafer play a crucial role in the fabrication of high-frequency and high-power electronic devices, such as radio frequency (RF) and power amplifiers, due to their ability to mitigate electrical conductivity and minimize signal interference.
According to a study published by the China Association of Automobile Manufacturers; SiC investments are largely correlated with China's EV production, and they increase with the increase in EV production.
Growing demand for high-frequency electronics
As industries increasingly rely on advanced technologies, particularly in telecommunications and wireless communication systems, there is a surge in the need for electronic devices capable of operating at higher frequencies. Semi-insulating SiC wafers play a pivotal role in the fabrication of radio frequency (RF) components, such as amplifiers and transistors, due to their unique semi-insulating properties that reduce signal interference and enhance overall device performance. Furthermore, with the ongoing deployment of 5G networks and the continuous evolution of communication technologies, the demand for SiC wafers rises sharply.
High manufacturing costs
The production of these wafers involves sophisticated processes and requires high-purity raw materials, contributing to elevated manufacturing expenses. The complexity of manufacturing, which includes precise crystal growth and stringent quality control measures, adds to the overall cost of SiC wafer production. As a result, the market faces challenges in offering competitive pricing for these wafers, impacting their broader adoption across industries. However, the high initial investment required for the advanced equipment and technologies involved in SiC wafer fabrication further contributes to the cost barrier.
Global expansion of electric vehicles
As the automotive industry undergoes a transformative shift towards electrification, the demand for advanced power electronics is on the rise. SiC wafers play a crucial role in enhancing the efficiency and performance of power electronics components in EVs. With their unique properties, including high-temperature tolerance and improved power handling capabilities, SiC wafers contribute to the development of more energy-efficient and compact electric drivetrains. The increasing adoption of electric vehicles worldwide amplifies the need for SiC-based power electronics, leading to a higher demand for these wafers.
Competition from other semiconductor materials
While SiC wafers offer unique advantages such as high-temperature tolerance and improved power handling capabilities, they face competition from established materials like silicon and gallium arsenide. Silicon, in particular, has a long-standing presence in the semiconductor industry, and its well-established manufacturing processes and lower costs can make it a preferred choice for certain applications. Gallium arsenide, known for its high electron mobility, competes in specific niche markets. The challenge for SiC wafers lies in convincing industries to transition from traditional materials to newer, albeit superior, alternatives.
The global disruptions in supply chains, temporary shutdowns of manufacturing facilities, and economic uncertainties significantly affected the production and distribution of SiC wafers. The semiconductor industry faced challenges in meeting demand as a result of workforce shortages, logistics constraints, and delays in project timelines. However, the pandemic-induced economic downturn also led to a slowdown in investments and projects across various sectors, influencing the demand for SiC wafers.
The 6 Inch SiC Wafer segment is expected to be the largest during the forecast period
The Wireless Infrastructure segment is expected to have the highest CAGR during the forecast period
Wireless Infrastructure segment is expected to have the highest CAGR during the forecast period. With the global expansion of wireless communication technologies, particularly the deployment of 5G networks, there is an escalating demand for high-frequency electronic components. SiC wafers, known for their superior electrical properties and ability to operate efficiently at elevated frequencies, are essential in the fabrication of radio frequency (RF) components such as power amplifiers and transceivers within wireless infrastructure. Furthermore, the inherent benefits of SiC, including reduced signal interference and enhanced power handling capabilities, make these wafers indispensable for the development of reliable and high-performance wireless communication systems.
The adoption of high-tech power devices and high-end gadgets at lower prices has increased the consumption of electronics products throughout the Asia Pacific region, which held the largest share over the projection period. The development of a 5G infrastructure network by major telecom companies in the nation is contributing to the growth of the SiC wafer industry. Furthermore, as more automobiles in the nation become electrified, there is a greater need for semi-insulating silicon carbide wafer.
Europe region is growing at a rapid pace over the extrapolated period, due to the increased use of power electronics and the increasing shift towards renewable energy sources. The growth of the semi-insulating silicon carbide wafer market is being assisted and encouraged by the developments in the automotive sector in European nations such as Germany. Furthermore, ongoing advancements in the manufacturing processes of semi-insulating SiC wafers, aimed at improving material quality, scalability, and cost-effectiveness, act as drivers for market growth in the region.
Key players in the market
Some of the key players in Semi-Insulating Silicon Carbide Wafer market include Belden Inc, CETC Solar Energy Holdings Co., Ltd, Datwyler Holding Inc, GM Plast A/S, Prysmian Group, ROHM CO., LTD, SK siltron Co. Ltd, STMicroelectronics and TankeBlue CO., LTD.
In May 2022, Rhombus Energy Solutions, a EV charging and power conversion technology company, announced that Wolfspeed is supplying SiC technology to improve the efficiency, power density and quicker charging time of their products
In March 2022, Showa Denko starts mass production of a 6-inch diameter silicon carbide single crystal wafer which will improve downsizing and energy efficiency of a power module.
In March 2022, SK Siltron to Invest KRW1tr to Expand Wafer Production Facilities. The company announced that it has decided to invest 1.05 trillion won over the next three years to expand its facilities for 300 mm wafers, which are located in Gumi National Industrial Complex 3.