ワイドバンドギャップ（WBG）半導体の世界市場の成長機会

世界のワイドバンドギャップ（WBG）半導体市場は、エネルギー効率に優れた高性能な電子機器が求められることで、今後10年間にかつてない成長を示すと予測されています。グリーンエネルギー需要の向上、400Vから800Vへのバッテリーシステムの移行、小型化の動向、現代の電子機器における高速、高生産高、高性能、高効率に対するニーズなどが、市場促進要因となっています。

当レポートでは、世界のワイドバンドギャップ（WBG）半導体市場について調査分析し、成長機会、促進要因と抑制要因、市場規模、成長の見通しなどの情報を提供しています。

目次

戦略的必須要件

• 成長がますます困難になっているのはなぜか
• The Strategic Imperative 8 (TM)
• WBG半導体業界に対する上位3つの戦略的必須要件の影響
• 成長機会がGrowth Pipeline Engine (TM) を促進

成長機会の分析

• 分析の範囲
• WBG半導体 - GaNとSiCの定義と意義
• SiのジレンマとWBGソリューション
• シリコン半導体とWBG半導体の違い
• システムパフォーマンスに対するWBGデバイスの特性と影響
• WBG半導体市場の構成 - 2022年と2032年
• セグメンテーション：エンドユーザー別
• セグメンテーション：定格電圧別
• 主な競合
• 成長指標
• 流通チャネル
• 成長促進要因
• 成長促進要因の分析
• 成長抑制要因
• 成長抑制要因の分析
• 予測の前提条件
• 収益予測
• 収益予測：材料別
• SiCとGaN半導体 - 比較
• SiC製造バリューチェーン
• GaN製造バリューチェーン
• 収益予測：エンドユーザー別
• WBG半導体を採用した新たな用途
• 世界の半導体情勢におけるSiCとGaNの浸透
• 収益予測：地域別
• 世界の半導体に焦点を当てた政策とイニシアチブ
• 収益予測：定格電圧別
• 収益予測：コンポーネント別
• 収益予測分析
• WBG半導体はコスト削減を可能にする
• 価格動向と予測分析
• 競合環境
• 収益シェア
• 収益シェア分析
• 主要企業の競争力
• 競合の分析
• 主要参入企業 - 製品と用途のハイライト（2022年）

市場動向

• 動向1：半導体ウエハーサイズの進化
• 動向2：WBG半導体としてのダイヤモンドの事例
• 動向3：縦型GaN（GaN-on-GaN）
• 動向4：WBG半導体のパッケージの動向
• 動向5：より高い電力密度とより低い導通抵抗に向けた、プレーナからトレンチSiCトランジスタ構造への移行

インドのWBG半導体エコシステム

• インドのエレクトロニクスのエコシステムとチップ需要
• インドの半導体政策
• インドのWBG半導体エコシステム

成長機会の分析 - 自動車

• 成長指標
• 収益予測
• 収益予測：材料別
• 収益予測：地域別
• 収益予測：定格電圧別
• 収益予測：コンポーネント別
• 予測分析
• 典型的な自動車用SiCサプライチェーン
• 自動車メーカーはトラクションインバーターを社内で製造・設計している
• 2023年のTesla Investor DayのプレゼンテーションがWBG市場を席巻
• EVパワートレインにおけるSiとSiCの比較
• 競合環境
• 収益シェア

成長機会の分析 - 工業

• 成長指標
• 収益予測
• 収益予測：材料別
• 収益予測：地域別
• 収益予測：定格電圧別
• 収益予測：コンポーネント別
• 予測分析
• 競合環境
• 収益シェア

成長機会の分析 - コンシューマーエレクトロニクス

• 成長指標
• 収益予測
• 収益予測：材料別
• 収益予測：地域別
• 収益予測：定格電圧別
• 収益予測：コンポーネント別
• 予測分析
• 競合環境

成長機会の分析 - 通信・IT

• 成長指標
• 収益予測
• 収益予測：材料別
• 収益予測：地域別
• 収益予測：定格電圧別
• 収益予測：コンポーネント別
• 予測分析
• 5Gの展開 - 情勢（2022年）
• 競合環境

成長機会の分析 - エネルギー・ユーティリティ

• 成長指標
• 収益予測
• 収益予測：材料別
• 収益予測：地域別
• 収益予測：定格電圧別
• 収益予測：コンポーネント別
• 予測分析
• WBG半導体 - グリーン水素経済の実現を支援
• 競合環境
• 収益シェア

WBG半導体と持続可能性

• サステナビリティと循環経済の主要5動向
• 半導体エコシステムと国連のSDGsとの整合性は、脱炭素化への道を開くために不可欠である
• 国連の持続可能な開発目標
• STMicroelectronics
• Onsemi
• Infineon Technologies
• Navitas Semiconductor

成長機会

• 成長機会1：パワーエレクトロニクス用途におけるGaNデバイス
• 成長機会2：デジタルトランスフォーメーション
• 成長機会3：サステナビリティによる収益拡大
• 成長機会4：次世代の検査・計測技術
• 成長機会5：垂直統合による品質と供給のセキュリティ
• 成長機会6：最終用途産業全体の電力効率に関する法律
• 成長機会7：インダストリー4.0とオートメーション

次のステップ

Transition of EVs to 800 V Battery Systems, 5G Deployments, Need for Higher Efficiency, and Focus on Sustainability Will Fuel Transformational Growth of Wide Bandgap Semiconductors through 2032

The global wide bandgap (WBG) semiconductor market is expected to witness unprecedented growth during the next 10 years as industries look for energy-efficient and high-performance electronics. This study focuses on SiC and GaN-based devices (SiC power, GaN power, and RF GaN semiconductor), which are gaining prominence across end-user industries due to their characteristics supporting high voltage, switching frequency, and efficiency. The report analyzes WBG semiconductor growth potential in each end-user industry. With transformative Mega Trends, such as electric mobility, 5G deployments, and renewable electricity, gaining full steam, the study showcases how WBG semiconductors will support these trends. In addition, it analyzes the industry reshaping with vertical integration and the impact of the ongoing geopolitical chaos.

The study identifies key growth opportunities and factors that will boost or restrain market growth. With 2022 as the base year, the report estimates market size and future growth prospects up to 2032. It follows a specific methodology that includes discussions with senior management of the WBG semiconductor ecosystem supported by secondary research.

The report analyzes the market based on end-user, material, component, voltage ratings, and geography. It offers an in-depth analysis with segmentation by end-users, including automotive, industrial, consumer electronics, communications & IT, and energy & utility. The segmentation by voltage ratings includes less than 650 V, 650 V to 1700 V, and more than 1700 V. Segmentation by materials covers silicon carbide (SiC) and gallium nitride (GaN), and component type analysis is done for discretes and modules.

The study offers a regional perspective of demand patterns in various advanced and emerging markets of:

• Americas: Includes North America (US and Canada), Latin America (Brazil, Mexico, Argentina, and Central and South America), and others, such as Caribbean Islands

• Europe, Middle East, and Africa (EMEA), including Russia

• Asia-Pacific (APAC): Countries on the western border of the Pacific Ocean, including those on the Indo-Chinese Peninsula and the Pacific Islands, as well as Central Asia

A few driving factors of the WBG semiconductor market are rising green energy demand, transition of e-mobility from 400 V to 800 V battery systems, miniaturization trend, and the need for high speed, power, performance, and efficiency in modern-day electronic devices.

The study identifies crystal defects in WBG substrates, relatively less technological maturity, electromagnetic interference/electromagnetic compatibility (EMI/EMC) concerns with WBG, unfavorable geopolitical scenarios, and supply-demand imbalance as primary market restraints.

In addition, this report offers the following:

• Analysis of pricing trends in the WBG semiconductor market

• In-depth analysis of each end-user sector and WBG opportunity

• SiC and GaN penetration of the global semiconductor landscape

• Discussion of semiconductor wafer size evolution

• Comparison of WBG semiconductors with silicon

• Key market trend analysis includes vertical GaN development, evolution of transistor structure, green hydrogen economy, and emergence and potential of next-generation WBG technologies

• Analysis of SiC and GaN manufacturing value chain

• Key semiconductor initiatives worldwide and implications on the WBG semiconductor landscape

• Competitive analysis of key player market shares

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the WBG Semiconductor Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• WBG Semiconductors-Definition and Significance of GaN and SiC
• The Si Dilemma and the WBG Solution
• Differentiation between Silicon and WBG Semiconductors
• Differentiation between Silicon and WBG Semiconductors (continued)
• Properties and the Impact of WBG Devices on System Performance
• Composition of the WBG Semiconductor Market-2022 and 2032
• Segmentation by End Users
• Segmentation by Voltage Rating
• Key Competitors
• Growth Metrics
• Distribution Channels
• Growth Drivers
• Growth Driver Analysis
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Restraints
• Growth Restraint Analysis
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Forecast Assumptions
• Revenue Forecast
• Revenue Forecast by Material
• SiC and GaN Semiconductors-A Comparison
• SiC Manufacturing Value Chain
• GaN Manufacturing Value Chain
• Revenue Forecast by End User
• Emerging Applications Employing WBG Semiconductors
• Penetration of SiC and GaN in the Global Semiconductor Landscape
• Revenue Forecast by Region
• Global Semiconductor-focused Policies and Initiatives
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Revenue Forecast Analysis
• Revenue Forecast Analysis (continued)
• Revenue Forecast Analysis (continued)
• WBG Semiconductors Enable Cost Savings
• Pricing Trends and Forecast Analysis
• Pricing Trends and Forecast Analysis (continued)
• Competitive Environment
• Revenue Share
• Revenue Share Analysis
• Revenue Share Analysis (continued)
• Competitiveness of Major Companies
• Analysis of Competition
• Analysis of Competition (continued)
• Top Participants-Product and Application Highlights, 2022
• Top Participants-Product and Application Highlights, 2022 (continued)

Market Trends

• Trend 1: Semiconductor Wafer Size Evolution
• Trend 1: Semiconductor Wafer Size Evolution (continued)
• Trend 2: The Case of Diamond as a WBG Semiconductor
• Trend 2: The Case of Diamond as a WBG Semiconductor (continued)
• Trend 3: Vertical GaN (GaN-on-GaN)
• Trend 4: Packaging Trends in WBG Semiconductors
• Trend 4: Packaging Trends in WBG Semiconductors (continued)
• Trend 5: Move from Planar to Trench SiC Transistor Structures for Higher Power Density and Lower Conduction Resistance

Indian WBG Semiconductor Ecosystem

• Indian Electronics Ecosystem and the Demand for Chips
• The Indian Semiconductor Policy
• India WBG Semiconductor Ecosystem

Growth Opportunity Analysis-Automotive

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• Forecast Analysis (continued)
• Typical Automotive SiC Supply Chain
• Automakers are Manufacturing and Designing Traction Inverters In-House
• 2023 Tesla Investor Day Presentation Takes the WBG Market by Storm
• SiC Compared to Si in EV Powertrain
• Competitive Environment
• Revenue Share

Growth Opportunity Analysis-Industrial

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• Competitive Environment
• Revenue Share

Growth Opportunity Analysis-Consumer Electronics

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• Competitive Environment

Growth Opportunity Analysis-Communication & IT

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• 5G Deployments-State of Affairs, 2022
• Competitive Environment

Growth Opportunity Analysis-Energy & Utility

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Material
• Revenue Forecast by Region
• Revenue Forecast by Voltage Ratings
• Revenue Forecast by Component
• Forecast Analysis
• Forecast Analysis (continued)
• WBG Semiconductors-Aiding in Enabling the Green Hydrogen Economy
• Competitive Environment
• Revenue Share

WBG Semiconductors and Sustainability

• Top 5 Trends for Sustainability and the Circular Economy
• Semiconductor Ecosystem Alignment with UN SDGs Critical to Paving the Path to Decarbonization
• Semiconductor Ecosystem Alignment with UN SDGs Critical to Paving the Path to Decarbonization (continued)
• UN Sustainable Development Goals
• STMicroelectronics
• Onsemi
• Infineon Technologies
• Navitas Semiconductor

Growth Opportunity Universe

• Growth Opportunity 1: GaN Devices in Power Electronic Applications
• Growth Opportunity 1: GaN Devices in Power Electronic Applications (continued)
• Growth Opportunity 2: Digital Transformation
• Growth Opportunity 2: Digital Transformation (continued)
• Growth Opportunity 3: Boosting Profits through Sustainability
• Growth Opportunity 3: Boosting Profits through Sustainability (continued)
• Growth Opportunity 4: Next-Generation Inspection and Metrology Techniques
• Growth Opportunity 4: Next-Generation Inspection and Metrology Techniques (continued)
• Growth Opportunity 5: Quality and Supply Security with Vertical Integration
• Growth Opportunity 5: Quality and Supply Security with Vertical Integration (continued)
• Growth Opportunity 6: Power Efficiency Legislations Across End-user Industries
• Growth Opportunity 6: Power Efficiency Legislations Across End-user Industries (continued)
• Growth Opportunity 7: Industry 4.0 and Automation
• Growth Opportunity 7: Industry 4.0 and Automation (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer