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1825374

氮化鎵（GaN）基板市場：2025-2030年預測

Gallium Nitride (GaN) Substrates Market - Forecasts from 2025 to 2030
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 152 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

氮化鎵 (GaN)基板市場預計將從 2025 年的 302,416,000 美元成長到 2030 年的 465,305,000 美元，複合年成長率為 9.00%。

氮化鎵 (GaN)基板是寬能能隙半導體材料，與碳化矽、矽和鋁等傳統半導體材料相比具有顯著優勢。 GaN 基板廣泛應用於醫療保健、汽車、家用電子電器、通用照明、軍事和國防以及其他工業領域，市場成長潛力巨大。

氮化鎵基板的主要終端用戶包括雷射、LED、射頻和電力電子。該技術的卓越性能使其特別適合高性能應用，這些應用與傳統半導體材料相比，需要更高的效率、功率密度和溫度控管能力。

市場促進因素

汽車工業的成長和電動車的擴張

汽車產業是GaN基板市場成長的關鍵驅動力。根據國際汽車製造商工業）的數據，全球汽車產量約為9,217萬輛，佔全球汽車產業的產量的很大一部分。電動車需求的不斷成長為GaN基板的應用創造了特殊的機會。

電動車的普及持續加速，根據國際能源總署的數據，全球電動車銷量已達210萬輛，較去年同期成長約40%。這一成長推動了對電動車和汽車LED應用以及其他採用GaN基板技術的先進功能的需求。

歐洲是世界上最大的汽車生產區之一，並保持其作為主要汽車生產國的主導地位。歐洲汽車工業協會報告稱，該地區汽車產量達1,850萬輛，約佔全球汽車產量的20%。該產業也獲得了最多的私人研發投資。

印度每年生產約2,600萬輛汽車，包括商用車、乘用車、二輪車、三輪車和四輪車。美國是全球第二大汽車銷售和生產市場，自1982年以來，韓國、日本和歐洲的主要汽車製造商在美國的投資金額已超過750億美元。美國在汽車業的外國直接投資已達到約1,146億美元。

各大汽車製造商已對電動車研發做出重大承諾。通用汽車宣布，到2025年，將投入超過200億美元用於下一代先進自動駕駛汽車和電動車的研發和生產。特斯拉交付了499,550輛汽車，生產了509,737輛，彰顯了其電動車製造業務的規模。

家電和半導體產業的成長

消費性電子市場的擴張推動了全球對GaN基板的需求大幅成長。氮化鎵對於在高溫下工作的高功率電晶體應用尤其有利。半導體產業的成長對整體市場的擴張發揮重要作用。

根據半導體產業協會的數據，全球半導體銷售額從1998年的1,256億美元飆升至約4,122億美元，複合年成長率約為6.5%。這種持續的成長軌跡為GaN基板在多種應用中的應用創造了有利條件。

包括台灣、美國和中國大陸在內的國家和地區在半導體產業取得了顯著進展。中國大陸已宣布將在六年內投資超過1.4兆美元，用於發展和加強其半導體產業能力。根據半導體協會的數據，美國公司佔最大的市場佔有率，約45%，在設計、製程技術和研發方面佔據強勢地位。

GaN在家用電子電器的應用顯示出強勁的成長潛力：根據印度品牌股權基金會的數據，印度家用電子電器市場價值約為109.3億美元，政府預測到2025年將成長到211.8億美元。

製造和生產開發

亞太地區製造和生產的成長預計將在擴大整個GaN基板市場方面發揮關鍵作用。該地區的製造能力，加上家用電子電器需求的不斷成長以及汽車行業的蓬勃發展，正在推動GaN基板應用的整體成長。

技術創新

研發活動持續推進GaN基板的技術力。大阪大學的研究人員開發了一種利用多光子激發光致發光分析和表徵技術來評估氮化鎵基板晶體品質的非破壞性方法。

比利時imec實驗室的研究人員在200毫米晶圓上製備氮化鎵方面取得了突破性進展，其性能可與高功率1200V設計中的碳化矽材料相媲美。他們與德國半導體設備開發商Aixtron合作，在200毫米QST基板上生長出厚外延氮化鎵緩衝層，用於1200V應用中的橫向電晶體。

市場展望

GaN基板市場受益於電動車的廣泛普及、消費性電子產品的擴張以及半導體產業的成長等基本產業趨勢。優異的材料特性、不斷擴展的應用領域以及規模化生產，使 GaN基板成為全球各市場下一代電子設備和汽車系統的重要組成部分。

本報告的主要優點

  • 深刻分析：獲得涵蓋主要和新興地區的深入市場洞察，重點關注客戶群、政府政策和社會經濟因素、消費者偏好、垂直行業和其他細分市場。
  • 競爭格局：了解主要企業所採用的策略策略，並了解採用正確策略的市場滲透潛力。
  • 市場趨勢和促進因素：探索動態因素和關鍵市場趨勢以及它們將如何影響未來的市場發展。
  • 可行的建議：利用洞察力來制定策略決策，在動態環境中開闢新的業務流和收益。
  • 受眾廣泛：對於新興企業、研究機構、顧問、中小企業和大型企業來說，既有利又划算。

它有什麼用途？

產業與市場考量、商業機會評估、產品需求預測、打入市場策略、地理擴張、資本支出決策、法律規範與影響、新產品開發、競爭影響

調查範圍

  • 2022 年至 2024 年的歷史數據和 2025 年至 2030 年的預測數據
  • 成長機會、挑戰、供應鏈前景、法律規範與趨勢分析
  • 競爭定位、策略和市場佔有率分析
  • 收益成長和預測細分市場和區域分析（包括國家）
  • 公司概況（尤其是財務狀況和關鍵發展）

目錄

第1章執行摘要

第2章市場概述

  • 市場概況
  • 市場定義
  • 調查範圍
  • 市場區隔

第3章 經營狀況

  • 市場促進因素
  • 市場限制
  • 市場機遇
  • 波特五力分析
  • 產業價值鏈分析
  • 政策法規
  • 策略建議

第4章 技術展望

5. 氮化鎵（GaN）基板市場（按類型）

  • 介紹
  • 矽基氮化鎵
  • 藍寶石基板上的GaN
  • 碳化矽基GaN
  • 其他

6. 氮化鎵（GaN）基板市場（依製造製程）

  • 介紹
  • 混合氣相外延
  • 有機金屬化學沉澱沉積

7. 氮化鎵（GaN）基板市場（依產品）

  • 介紹
  • LED
  • 雷射
  • 電力開關元件

8. 氮化鎵（GaN）基板市場（依最終用戶）

  • 介紹
  • 軍事/國防
  • 車
  • 衛生保健
  • 家電
  • 閃電將軍
  • 通訊與科技

9. 氮化鎵（GaN）基板市場（按地區）

  • 介紹
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他
  • 歐洲
    • 德國
    • 法國
    • 英國
    • 西班牙
    • 其他
  • 中東和非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 其他
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 印尼
    • 泰國
    • 其他

第10章競爭格局及分析

  • 主要企業和策略分析
  • 市佔率分析
  • 合併、收購、協議和合作
  • 競爭對手儀表板

第11章 公司簡介

  • Sumitomo Electric Industries Ltd.
  • Mitsubishi Chemical Corporation
  • Soitec
  • Xiamen Powerway Advanced Material
  • Toshiba Corporation
  • Ammono
  • Sciocs Co, Ltd.
  • Qorvo Inc.
  • Texas Instruments
  • GaN Systems Inc.

第12章 附錄

  • 貨幣
  • 先決條件
  • 基準年和預測年時間表
  • 相關人員的主要利益
  • 調查方法
  • 簡稱
簡介目錄
Product Code: KSI061611138

The gallium nitride (GaN) substrates market is expected to grow from USD 302.416 million in 2025 to USD 465.305 million in 2030, at a CAGR of 9.00%.

Gallium Nitride (GaN) substrates represent wide bandgap semiconductor materials that provide excellent advantages over traditional semiconductor materials including silicon carbide, silicon, and aluminum. The market demonstrates strong growth potential driven by increasing usage across healthcare, automotive, consumer electronics, general lighting, military and defense, and other industrial applications.

Major end-users of gallium nitride substrates include laser, LED, radiofrequency, and power electronic devices. The technology's superior properties make it particularly suitable for high-performance applications requiring enhanced efficiency, power density, and thermal management capabilities compared to conventional semiconductor materials.

Market Drivers

Automotive Industry Growth and Electric Vehicle Expansion

The automotive industry represents a significant driver for GaN substrate market growth. The global automotive sector demonstrates substantial manufacturing volumes, with the International Organization of Motor Vehicle Manufacturers reporting approximately 92.17 million motor vehicles manufactured globally. Rising demand for electric vehicles creates particular opportunities for GaN substrate applications.

Electric vehicle adoption continues accelerating, with International Energy Agency data showing electric vehicle sales reaching 2.1 million worldwide, representing approximately 40% year-over-year growth. This expansion drives demand for LED applications and other advanced features in electric and automotive vehicles that utilize GaN substrate technology.

Europe maintains a leading position as a major automotive producer, representing one of the world's largest motor vehicle production regions. The European Automobile Manufacturers Association reports 18.5 million motor vehicles produced in the region, representing approximately 20% of total global motor vehicle production. The industry also represents the largest private investment in research and development.

India manufactured approximately 26 million vehicles including commercial vehicles, passenger vehicles, two-wheelers, three-wheelers, and quadricycles. The United States represents the world's second-largest market for vehicle sales and production, with major Korean, Japanese, and European automakers investing over $75 billion since 1982. Foreign direct investment in the US automotive sector reached approximately $114.6 billion.

Major automotive manufacturers demonstrate substantial commitment to electric vehicle development. General Motors announced spending over $20 billion through 2025 on next-generation advanced autonomous and electric vehicle development and production. Tesla delivered 499,550 vehicles while producing 509,737 vehicles, demonstrating the scale of electric vehicle manufacturing operations.

Consumer Electronics and Semiconductor Industry Growth

The consumer electronics market expansion drives significant GaN substrate demand globally. Gallium nitride demonstrates particular advantages in high-power transistor applications operating at elevated temperatures. The semiconductor industry growth plays a major role in overall market expansion.

Semiconductor Industry Association data reveals worldwide semiconductor sales surged from $125.6 billion in 1998 to approximately $412.2 billion, representing a compound annual growth rate of around 6.5%. This sustained growth trajectory creates favorable conditions for GaN substrate adoption across multiple applications.

Countries including Taiwan, the USA, and China are making significant semiconductor industry developments. China announced investing over $1.4 trillion over six years to develop and enhance its semiconductor industry capabilities. United States-based companies maintain the largest market share at approximately 45% according to semiconductor association data, with strong positions in design, process technology, and research and development.

GaN applications in consumer electronics demonstrate strong growth potential. India's consumer electronics market reached approximately $10.93 billion with government projections indicating growth to $21.18 billion by 2025, according to India Brand Equity Foundation data.

Manufacturing and Production Developments

The Asia Pacific region's manufacturing and production growth is expected to play a crucial role in overall GaN substrate market expansion. Regional manufacturing capabilities, combined with growing consumer electronics demand and automotive industry expansion, create comprehensive growth drivers for GaN substrate adoption.

Technological Innovation

Research and development activities continue advancing GaN substrate technology capabilities. Scientists at Osaka University developed non-destructive methods for characterizing crystalline quality of gallium nitride substrates using multiphoton excitation photoluminescence analysis and evaluation techniques.

Researchers at Imec lab in Belgium achieved breakthroughs in gallium nitride processing on 200mm wafers capable of competing with silicon carbide materials in higher power 1200V designs. Collaboration with Aixtron, a German semiconductor equipment developer, enabled growth of thicker epitaxial gallium nitride buffer layers for lateral transistors in 1200V applications on 200mm QST substrates.

Market Outlook

The GaN substrates market benefits from fundamental industry trends including electric vehicle adoption, consumer electronics expansion, and semiconductor industry growth. The combination of superior material properties, expanding applications, and manufacturing scale-up positions GaN substrates as essential components for next-generation electronic devices and automotive systems across diverse global markets.

Key Benefits of this Report:

  • Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
  • Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
  • Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
  • Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
  • Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

What do businesses use our reports for?

Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

  • Historical data from 2022 to 2024 & forecast data from 2025 to 2030
  • Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
  • Competitive Positioning, Strategies, and Market Share Analysis
  • Revenue Growth and Forecast Assessment of segments and regions including countries
  • Company Profiling (Strategies, Products, Financial Information, and Key Developments among others.

Gallium Nitride (GaN) Substrates Market Segments:

By Type

  • GaN on Silicon
  • GaN on Sapphire
  • GaN on Silicon Carbide
  • Others

By Production Process

  • Hybrid Vapor Phase Epitaxy
  • Metal-Organic Chemical Vapor Deposition

By Product

  • LED
  • Lasers
  • Power Switching Device

By End-User

  • Military & Defense
  • Automotive
  • Healthcare
  • Consumer Electronics
  • General Lightning
  • Communication and Technology

By Geography

  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • Germany
  • France
  • United Kingdom
  • Spain
  • Others
  • Middle East and Africa
  • Saudi Arabia
  • UAE
  • Others
  • Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Indonesia
  • Thailand
  • Others

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

  • 2.1. Market Overview
  • 2.2. Market Definition
  • 2.3. Scope of the Study
  • 2.4. Market Segmentation

3. BUSINESS LANDSCAPE

  • 3.1. Market Drivers
  • 3.2. Market Restraints
  • 3.3. Market Opportunities
  • 3.4. Porter's Five Forces Analysis
  • 3.5. Industry Value Chain Analysis
  • 3.6. Policies and Regulations
  • 3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY TYPE

  • 5.1. Introduction
  • 5.2. GaN on Silicon
  • 5.3. GaN on Sapphire
  • 5.4. GaN on Silicon Carbide
  • 5.5. Others

6. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY PRODUCTION PROCESS

  • 6.1. Introduction
  • 6.2. Hybrid Vapor Phase Epitaxy
  • 6.3. Metal-Organic Chemical Vapor Deposition

7. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY PRODUCT

  • 7.1. Introduction
  • 7.2. LED
  • 7.3. Lasers
  • 7.4. Power Switching Device

8. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY END-USER

  • 8.1. Introduction
  • 8.2. Military & Defense
  • 8.3. Automotive
  • 8.4. Healthcare
  • 8.5. Consumer Electronics
  • 8.6. General Lightning
  • 8.7. Communication and Technology

9. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY GEOGRAPHY

  • 9.1. Introduction
  • 9.2. North America
    • 9.2.1. USA
    • 9.2.2. Canada
    • 9.2.3. Mexico
  • 9.3. South America
    • 9.3.1. Brazil
    • 9.3.2. Argentina
    • 9.3.3. Others
  • 9.4. Europe
    • 9.4.1. Germany
    • 9.4.2. France
    • 9.4.3. United Kingdom
    • 9.4.4. Spain
    • 9.4.5. Others
  • 9.5. Middle East and Africa
    • 9.5.1. Saudi Arabia
    • 9.5.2. UAE
    • 9.5.3. Others
  • 9.6. Asia Pacific
    • 9.6.1. China
    • 9.6.2. India
    • 9.6.3. Japan
    • 9.6.4. South Korea
    • 9.6.5. Indonesia
    • 9.6.6. Thailand
    • 9.6.7. Others

10. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 10.1. Major Players and Strategy Analysis
  • 10.2. Market Share Analysis
  • 10.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 10.4. Competitive Dashboard

11. COMPANY PROFILES

  • 11.1. Sumitomo Electric Industries Ltd.
  • 11.2. Mitsubishi Chemical Corporation
  • 11.3. Soitec
  • 11.4. Xiamen Powerway Advanced Material
  • 11.5. Toshiba Corporation
  • 11.6. Ammono
  • 11.7. Sciocs Co, Ltd.
  • 11.8. Qorvo Inc.
  • 11.9. Texas Instruments
  • 11.10. GaN Systems Inc.

12. APPENDIX

  • 12.1. Currency
  • 12.2. Assumptions
  • 12.3. Base and Forecast Years Timeline
  • 12.4. Key benefits for the stakeholders
  • 12.5. Research Methodology
  • 12.6. Abbreviations