電気自動車 (EV)・EV充電装置 (EVSE) 向けワイドバンドギャップ半導体：EV・EVSE用ワイドバンドギャップ半導体材料の炭化ケイ素・窒化ガリウムの世界市場分析と予測 (2023年～2032年)

当レポートでは、世界の電気自動車 (EV) およびEV充電装置 (EVSE) 向けワイドバンドギャップ (WBG) 半導体の市場について分析し、WBG半導体がEVとEVSEでどのように使用されているか、また炭化ケイ素 (SiC) と窒化ガリウム (GaN) が両方の用途にもたらす利点について概説しています。また、EVとEVSEにおけるWBG半導体の収益について、SiC・GaN別の市場予測 (2032年まで) を掲載しています。EVは、WBG半導体が使用されるコンポーネント（メイントラクションインバーター、車載充電装置、DC-DCコンバーター）で区分されます。EVSEはDC急速充電器の種類で区分されています (50kW以下、50～250kW、250～400kW、400kW超)。当レポートではまた、用途別・材料別の収益予測を示しています。

目次

第1章 エグゼクティブサマリー

第2章 市場の問題

• 半導体の基礎
  • バンドギャップ
• ワイドバンドギャップ (WBG) 半導体
  • WBG半導体材料
• ワイドバンドギャップ半導体の用途
  • EV
  • EVSE
• 促進要因
  • EVの成長
  • 各国政府・WBGメーカーからの投資
  • 急速充電インフラの成長
  • その他の用途によるスケールメリット
  • 効率向上とコンポーネント小型化によるコスト削減
• 障壁
  • コストの上昇とシステムインテグレーション
  • 材料、サプライチェーン、生産の制限
  • 保護貿易主義

第3章 業界のバリューチェーン

• イントロダクション
• バリューチェーンの図解
• 競合情勢
  • 企業合併・買収 (M&A) 活動
  • ビジネスモデルの進化

第4章 市場予測

• 範囲
• 調査手法
• 主な前提条件
• 結果
  • EV向けWBG半導体の収益
  • EVSE向けWBG半導体の収益

第5章 結論・提言

• 結論
• 3つの大きなポイント
• 推奨事項
  • WBG半導体の利用：コラボレーションと最適化
  • インセンティブの継続的拡大と生産能力への投資
  • サプライチェーンの多様化

第6章 頭字語と略語のリスト

第7章 目次

第8章 図表

第9章 調査範囲、情報源・調査手法、注記

List of Tables

• PEV Sales by Region, World Markets: 2023-2032
• DC Fast Charger Sales by Region, World Markets: 2023-2032
• DC <50 kW Charge Point Sales by Region, World Markets: 2023-2032
• DC 50 kW-250 kW Charge Point Sales by Region, World Markets: 2023-2032
• DC 250 kW-400 kW Charge Point Sales by Region, World Markets: 2023-2032
• DC >400 kW Charge Point Sales by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue by Region, World Markets: 2023-2032

SiC Revenue by Region, World Markets 2023-2032

• GaN Revenue by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVs by Region, World Markets: 2023-2032

WBG Semiconductor Revenues in Main Traction Inverters by Region, World Markets 2023-2032

• WBG Semiconductor Revenues in Onboard Chargers by Region, World Markets: 2023-2032
• WBG Semiconductor Revenues in DC-DC Converters by Region, World Markets: 2023-2032
• SiC Revenue in EVs by Region, World Markets: 2023-2032

SiC Revenues in Main Traction Inverters by Region, World Markets 2023-2032

• SiC Revenues in Onboard Chargers by Region, World Markets: 2023-2032
• SiC Revenues in DC-DC Converters by Region, World Markets: 2023-2032
• GaN Revenue in EVs by Region, World Markets: 2023-2032

GaN Revenues in Main Traction Inverters by Region, World Markets 2023-2032

• GaN Revenues in Onboard Chargers by Region, World Markets: 2023-2032
• GaN Revenues in DC-DC Converters by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVSE by Region, World Markets: 2023-2032

WBG Semiconductor Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

• WBG Semiconductor Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
• WBG Semiconductor Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
• WBG Semiconductor Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032
• SiC Revenue in EVSE by Region, World Markets: 2023-2032

SiC Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

• SiC Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
• SiC Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
• SiC Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032
• GaN Revenue in EVSE by Region, World Markets: 2023-2032

GaN Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

• GaN Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
• GaN Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
• GaN Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032

Bandgap Energy of Select Semiconductors

Properties of Si, SiC, and GaN

WBG Semiconductor Costs Assumptions by Application and Segmentation

List of Figures

• WBG Semiconductor Revenue by Region, World Markets: 2023-2032
• WBG Semiconductor Revenue by Material, World Markets: 2023-2032
• SiC Revenue by Application, World Markets: 2023-2032
• GaN Revenue by Application, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVs by Component, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVs by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in Main Traction Inverters by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in Onboard Chargers by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in DC-DC Converters by Material, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVSE by Segment, World Markets: 2023-2032
• WBG Semiconductor Revenue in EVSE by Material, World Markets: 2023-2032

Band Gap Diagram

Value Chain for WBG Semiconductors in EVs and EVSE

Regional Forecast Segments

This Guidehouse Insights report provides an overview of how WBG semiconductors are used in EVs and EVSE and the advantages SiC and GaN provide for both applications. It provides Guidehouse Insights' market forecasts to 2032 for WBG semiconductor revenues in EVs and EVSE, broken down by SiC and GaN. EVs are segmented by components where WBG semiconductors are used: main traction inverters, onboard chargers, and DC-DC converters. EVSE are segmented by DC fast charger type: <50 kW, 50-250 kW, 250-400 kW, and >400 kW. The report provides forecasts for the revenues associated with each application component and material.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Introduction
• 2.2 Semiconductor Basics
  • 2.2.1 Band Gap
• 2.3 Wide Bandgap Semiconductors
  • 2.3.1 WBG Semiconductor Materials
• 2.4 Uses of Wide Bandgap Semiconductors
  • 2.4.1 EVs
  • 2.4.2 EV Supply Equipment
• 2.5 Drivers
  • 2.5.1 Growth in EVs
  • 2.5.2 Investments from Governments and WBG Manufacturers
  • 2.5.3 Growth of Fast Charging Infrastructure
  • 2.5.4 Economies of Scale from Other Applications
  • 2.5.5 Cost Savings from Increased Efficiency and Smaller Components
• 2.6 Barriers
  • 2.6.1 Higher Costs and System Integration
  • 2.6.2 Material, Supply Chain, and Production Limitations
  • 2.6.3 Trade Protectionism

3. Industry Value Chain

• 3.1 Introduction
• 3.2 Pictorial Representation of the Value Chain
• 3.3 Competitive Landscape
  • 3.3.1 Merger and Acquisition Activities
  • 3.3.2 Business Model Evolution

4. Market Forecasts

• 4.1 Scope
• 4.2 Methodology
• 4.3 Key Assumptions
• 4.4 Results
  • 4.4.1 WBG Semiconductor Revenues in EVs
    • 4.4.1.1 Main Traction Inverter
    • 4.4.1.2 Onboard Charger
    • 4.4.1.3 DC-DC Converters
  • 4.4.2 WBG Semiconductor Revenue in EVSE

5. Conclusions and Recommendations

• 5.1 Conclusions
• 5.2 Three Big Takeaways
• 5.3 Recommendations
  • 5.3.1 Collaboration and Optimization of WBG Semiconductor Usage
  • 5.3.2 Continue to Expand Incentives and Investments in Production Capacity
  • 5.3.3 Diversify Supply Chain

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes