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市場調查報告書

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1433515

碳化矽功率半導體 - 市場佔有率分析、產業趨勢與統計、成長預測（2024 - 2029）

Silicon Carbide Power Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

碳化矽功率半導體市場規模預計到2024年為21.8億美元，預計到2029年將達到67.3億美元，在預測期內（2024-2029年）CAGR為25.24%。

大流行的爆發給全球中小企業和大型工業造成了經濟動盪。雪上加霜的是，全球各國政府在全國範圍內實施的封鎖（以最大限度地減少病毒的傳播）進一步導致各行各業受到打擊，並導致全球供應鏈和製造業務中斷，其中很大一部分製造包括工廠車間的工作，人們在工廠車間密切接觸，協作提高生產力。

主要亮點

SiC（碳化矽）由於具有寬頻隙，因此用於高功率應用。雖然 SiC 存在多種多型體（多晶型），但 4H-SiC 是功率裝置最理想的選擇。以增強材料能力為目標的研發活動的增加預計將為市場成長提供強勁動力。例如，美國能源部（DOE）能源高級研究計劃局（ARPA-E）宣佈為 21 個項目提供 3000 萬美元的資助，作為使用創新拓撲和半導體創建創新可靠電路（CIRCUITS）計劃的一部分。此外，美國能源部對 NREL 主導的研究進行投資等目的是降低 SiC 電力電子製造成本的舉措可以進一步支持這一趨勢，並擴大更強大的 SiC 設備的範圍。
電動車在汽車產業具有一定的優勢，例如增加續航里程、充電時間和性能，以滿足客戶的期望。然而，它們需要電力電子裝置能夠在高溫下高效且有效地運作。因此，使用寬頻隙 SiC 技術開發電源模組。
如今，電動車在道路上變得越來越普遍，價格下降，續航里程增加。根據國際能源總署的報告《2021年全球電動車展望》，2020年有超過1,020萬輛輕型電動乘用車上路。此外，2020年電動車註冊量增加了41%，為市場創造了成長機會。
半導體還使用 SiC 來減少能量損失並延長太陽能和風能電力轉換器的使用壽命。例如，光伏能源主要需要高功率、低損耗、更快的開關和可靠的半導體裝置，以提高效率、功率密度和可靠性。因此，SiC元件為光伏能源需求提供了一個有前途的解決方案，以滿足日益成長的能源需求。
為了挖掘清潔技術需求帶來的潛力，多家企業正進入碳化矽功率半導體市場。例如，2021年 4月，從紐約州立大學理工學院（SUNY Poly）分拆出來的 NoMIS Power Group 宣布，計劃設計、製造和銷售 SiC 功率半導體裝置、模組和服務，以提供對電源管理產品開發人員的支持。
此外，一旦使用高頻，寄生電容和電感就會變得太大，阻礙了基於SiC的功率裝置充分發揮其潛力。在這方面，碳化矽的廣泛使用可能需要更新製造設施，而以目前的發展速度是無法實現的。

碳化矽功率半導體市場趨勢

汽車產業預計將顯著成長

目前對碳化矽（SiC）裝置在汽車動力系統中的使用進行研究活動。然而，由於最近的進展，它逐漸成為可行的解決方案。例如，使用快速充電解決方案的特斯拉目前已經在其車輛架構中使用 SiC。此外，隨著價格的下降和續航里程的增加，電動車如今在道路上變得越來越普遍。根據國際能源總署的資料，2021年全球插電式電動輕型車銷量約 660 萬輛。
SiC 半導體非常適合插電式混合動力車（PHEV）和全電動汽車（EV）中使用的車載充電器和逆變器等應用。這是因為與傳統矽相比，它們的能源效率明顯更高。
此外，為了確保電動車能夠長距離運行並在合理的時間內充電，車輛的電力電子設備必須能夠承受高溫。 SiC 半導體受益於超過 95%的能源效率。在電力轉換過程中，例如使用高功率快速充電器為車輛充電，只有 5%的能量以熱量形式損失。
在日本，東京大學一直在與Mitsubishi Electric Corporation合作，以提高碳化矽半導體裝置的可靠性。此前，Mitsubishi Electric推出了一款專為混合動力車設計的新型超緊湊型 SiC 逆變器，計劃於2021年左右實現大規模商業化。
此外，Delphi Technologies 和 Cree 合作開發了前者的逆變器，並結合了 Cree 的 SiC MOSFET。它顯著降低了電源模組的整體溫度，同時實現了更高的功率輸出，以支援混合動力和全電動汽車的擴展續航里程。這些逆變器也比競爭型號輕 40%、緊湊 30%。
此外，2021年5月，Infineon Technologies針對汽車應用推出了採用CoolSiC MOSFET技術的新型功率模組。使用 SiC 取代 Si 可確保電動車轉換器的效率更高。例如，Hyundai Motor Group報告指出，由於與基於 Si 的解決方案相比，這種 SiC 解決方案在牽引力的幫助下損耗更低，提高了效率，因此能夠將其車輛的續航里程增加 5%以上。基於英飛凌CoolSiC 功率模組的逆變器。
此外，2021年3月，作為英國研究與創新領導的產業戰略挑戰基金的一部分，英國政府向Swansea大學撥款480萬英鎊，用於製造碳化矽（SiC）功率半導體裝置，為交通、家庭和工業創造更有效率的電力電子設備，並幫助國家實現淨零排放的雄心。

亞太地區成長最快

亞太地區主導全球SiC功率半導體市場，關係到全球半導體市場的成長，也得到了政府政策的支持。此外，該地區的半導體產業由中國、台灣、日本和韓國推動，這些國家合計約佔全球分立半導體市場的65%。相較之下，泰國、越南、新加坡和馬來西亞等其他國家也對該地區的市場主導地位做出了重大貢獻。
根據印度電子與半導體協會預測，到2025年，印度半導體元件市場預計將達到323.5億美元，複合CAGR為10.1%（2018-2025年）。該國是全球研發中心利潤豐厚的目的地。因此，政府進行的「印度製造」計畫預計將帶來對半導體市場的投資。
此外，該地區也是一個電子中心，每年生產數百萬件電子設備，用於出口到其他國家和該地區的消費。電子元件和設備的高產量在很大程度上提高了所研究市場的市場佔有率。例如，印度對消費性電子產品的需求不斷成長也促進了該地區市場的成長。 IBEF預計，到2024會計年度，印度電子硬體需求預計將達到4,000億美元，將進一步推動市場成長。
中國是世界上最大的電力生產國。該國的能源需求預計將增加，導致能源產量的成長。例如，根據國際能源總署的資料，在中國，電動車的銷售量增加了一倍以上；此外，2021年，中國電動車銷量比其他國家多約330萬輛。
中國汽車工業不斷發展，在全球汽車市場中發揮越來越重要的作用。中國政府將汽車工業（包括汽車零件產業）視為支柱產業之一。政府預計，2020年中國汽車產量將達3,000萬輛，到2025年將達到3,500萬輛。
此外，由於政府雄心勃勃的計劃和舉措，印度電動車市場蓬勃發展。印度公共當局在過去幾年中發布了多項與電動車相關的政策公告，顯示了在該國部署電動車的堅定承諾、具體行動和雄心壯志。

碳化矽功率半導體產業概況

碳化矽功率半導體市場競爭激烈。它由幾家重要參與者組成，包括Infineon Technologies AG、Texas Instruments Inc.、ST Microelectronics NV、Hitachi Power Semiconductor Device Ltd、NXP Semiconductor、Fuji Electric、Semikron International GmbH、Cree Inc.、ON Semiconductor Corporation、Mitsubishi Electric Corporation和其他。這些公司推出新產品、合作夥伴關係和收購，以增加其市場佔有率。

2021年 6月 - 日本電子公司日立宣布，計劃透過建立一個大型半導體研究實驗室來擴大其在希爾斯伯勒的現有業務，與美國的製造客戶合作開發新技術。
2021年 4月 - Infineon Technologies AG為其 1200 V 產品線推出了一款新的 EasyPACK 2B 模組。此模組提供三級主動 NPC（ANPC）拓撲，包括 CoolSiC MOSFET、TRENCHSTOP IGBT7 裝置、NTC 溫度感測器和 PressFIT 接觸技術引腳。

附加優惠：

Excel 格式的市場估算（ME）表
3 個月的分析師支持

依最終用戶產業
- 汽車（xEV 和 EV 充電基礎設施）
- 資訊科技和電信
- 電源（電源、UPS、光伏、風能等）
- 工業（馬達驅動器）
- 其他最終用戶產業（鐵路、石油和天然氣、軍事、醫療、研發等）
按地理
- 美洲
- 歐洲、中東和非洲
- 亞太地區

第7章競爭格局

公司簡介
- Infineon technologies AG
- UnitedSiC
- ST Microelectronics NV
- ON Semiconductor Corporation
- GeneSiC Semiconductor Inc.
- Danfoss A/S
- Microsemi Corporation
- Toshiba Corporation
- Mitsubishi Electric Corporation
- Fuji Electric Co. Ltd
- Semikron International

第8章投資分析

第9章市場的未來

簡介目錄

Product Code: 62914

The Silicon Carbide Power Semiconductor Market size is estimated at USD 2.18 billion in 2024, and is expected to reach USD 6.73 billion by 2029, growing at a CAGR of 25.24% during the forecast period (2024-2029).

The pandemic outbreak created economic turmoil for small, medium, and large-scale industries worldwide. Adding to the woes, the country-wide lockdown inflicted by the governments across the globe (to minimize the spread of the virus) further resulted in industries taking a hit and disruption in supply chain and manufacturing operations across the world, as a large part of manufacturing includes the work on the factory floor, where people are in close contact as they collaborate to boost the productivity.

Key Highlights

SiC (Silicon Carbide) is used for high-power applications due to the wide bandgap offered. While various polytypes (polymorphs) of SiC exist, 4H-SiC is the most ideal for power devices. The increase in R&D activities that target enhanced material capabilities is expected to provide a strong impetus for market growth. For instance, the United States Department of Energy's (DOE) Advanced Research Projects AgencyEnergy (ARPA-E) has announced a funding of USD 30 million for 21 projects as part of the Creating Innovative and Reliable Circuits Using Inventive Topologies and Semiconductors (CIRCUITS) program. Also, initiatives such as investment by US DOE for NREL-Led research with an intent to reduce SiC power electronics manufacturing costs could further support such trends and expand the scope of more robust SiC-based devices.
Electric vehicles provide certain advantages within the automotive industry, such as increased range, charge-time, and performance, to meet customer expectations. However, they require power electronic devices capable of efficient and effective operation at elevated temperatures. Hence, power modules are being developed using wide-bandgap SiC technologies.
Electric cars are becoming common on the road nowadays with prices coming down and range going up. As per the International Energy Agency's report Global EV Outlook 2021, over 10.2 million light-duty electric passenger cars were on the roads in 2020. In addition, electric car registration increased by 41% in 2020, which creates growth opportunities for the market.
Semiconductors also use SiC for reduced energy loss and longer life solar and wind energy power converters. For instance, photovoltaic energy mainly requires high power, low loss, faster switching, and reliable semiconductor devices to increase efficiency, power density, and reliability. Thus, SiC devices provide a promising solution to photovoltaic energy requirements to meet the increasing energy demand.
To tap the potential brought by the demand for cleantech, several players are entering the market for SiC power semiconductors. For instance, in April 2021, NoMIS Power Group, a spin-off from the State University of New York Polytechnic Institute (SUNY Poly), announced that it plans to design, manufacture and sell SiC power semiconductor devices, modules, and services for providing support to power management product developers.
Moreover, parasitic capacitance and inductance become too great as soon as high frequencies are used, preventing the SiC-based power device from realizing its full potential. In such a regard, widespread usage of SiC may require updates to manufacturing facilities, something which cannot be achieved at the current pace of development.

Silicon Carbide Power Semiconductor Market Trends

Automotive Industry is Expected to Register Significant Growth

Research activities are being conducted into the usage of silicon carbide (SiC) devices within automotive powertrains. However, due to recent advancements, it is gradually becoming a feasible solution. For instance, Tesla, which uses a rapid charging solution, is already using SiC within their vehicle architectures currently. In addition, electric cars are becoming common on the road nowadays with prices coming down and range going up. According to the International Energy Agency, plug-in electric light vehicle sales across the globe reached around 6.6 million in 2021.
SiC semiconductors are ideal for applications, such as onboard chargers and inverters, being used within the plug-in hybrid (PHEV) and fully electric vehicles (EVs). This is because their energy efficiency is significantly higher compared to traditional silicon.
Also, to ensure that EVs can operate over long distances and charge within a reasonable timeframe, the vehicle's power electronics must be capable of handling high temperatures. SiC semiconductors benefit from more than 95% energy efficiency. Only 5% of energy is lost as heat during power conversion, such as recharging the vehicle with a high-power rapid-charger.
In Japan, the University of Tokyo has been working with Mitsubishi Electric Corporation to enhance the reliability of SiC semiconductor devices. Earlier, Mitsubishi Electric revealed a new ultra-compact SiC inverter designed for hybrid vehicles, with mass commercialization targeted around 2021.
Moreover, Delphi Technologies and Cree have partnered to create the former's inverters, combined with Cree's SiC MOSFETs. It has significantly reduced the power module's overall temperature while enabling higher power outputs to support an extended range for hybrid and fully electric automobiles. These inverters are also 40% lighter and 30% more compact than competing models.
Further, in May 2021, Infineon Technologies launched a new power module with CoolSiC MOSFET technology for automotive applications. The use of SiC instead of Si ensures higher efficiency in converters in electric vehicles. For example, Hyundai Motor Group reported that it was able to increase the range of its vehicles by more than 5% because of efficiency gains resulting from the lower losses of this SiC solution compared to the Si-based solution, with the help of the traction inverters based on Infineon's CoolSiC power module.
Moreover, in March 2021, as part of the Industrial Strategy Challenge Fund led by the UK Research and Innovation, the UK government awarded GBP 4.8 million to Swansea University to manufacture silicon carbide (SiC) power semiconductor devices and create more efficient power electronics for transportation, homes, and industry, and help the nation achieve its net-zero ambitions.

Asia Pacific to Witness the Fastest Growth

The Asia Pacific dominates the global SiC power semiconductor market, pertaining to global semiconductor market growth, which is also supported by government policies. Furthermore, the region's semiconductor industry is driven by China, Taiwan, Japan, and South Korea, which together account for around 65% of the global discrete semiconductor market. In contrast, others like Thailand, Vietnam, Singapore, and Malaysia also contribute significantly to the region's dominance in the market.
According to the Indian Electronics and Semiconductor Association, India's semiconductor component market is expected to be worth USD 32.35 billion by 2025, displaying a CAGR of 10.1% (2018-2025). The country is a lucrative destination for worldwide R&D centers. Therefore, the government's ongoing Make In India initiative is expected to result in investments in the semiconductor market.
Moreover, the region is an electronics hub that produces millions of electronic devices every year for exporting to other countries and consumption in the area. This high production of electronic components and devices largely contributes to the market share of the studied market. For instance, the increasing demand for consumer electronics in India has also facilitated the regional market's growth. According to IBEF, demand for electronics hardware in India is expected to reach USD 400 billion by FY2024, which will further drive market growth.
China is the world's largest producer of electricity. The country's energy demand is expected to increase, thereby resulting in growth in energy production. For instance, according to the IEA, in China, sales of electric vehicles have more than doubled; further, in 2021, it sold approximately 3.3 million more electric cars than in other countries.
The automotive industry has been increasing in China, and the country is playing an increasingly important role in the global automotive market. The Government of China sees its automotive industry, including the auto parts sector, as one of its pillar industries. The government expects China's automobile output to reach 30 million units by 2020 and 35 million units by 2025.
Further, the electric vehicle market is gaining momentum in India, owing to the government's ambitious plans and initiatives. Public authorities in India have made several electric vehicle-related policy announcements over the past few years, showing strong commitment, concrete action, and significant ambition to deploy electric vehicles in the country.

Silicon Carbide Power Semiconductor Industry Overview

The silicon carbide power semiconductor market is highly competitive. It consists of several significant players, including Infineon Technologies AG, Texas Instruments Inc., ST Microelectronics NV, Hitachi Power Semiconductor Device Ltd, NXP Semiconductor, Fuji Electric Co. Ltd, Semikron International GmbH, Cree Inc., ON Semiconductor Corporation, Mitsubishi Electric Corporation, and others. These companies are introducing new products, partnerships, and acquisitions, to increase their market share.

June 2021 - Hitachi, a Japanese electronics company, announced plans to extend its existing presence in Hillsboro by building a big semiconductor research lab to cooperate with manufacturing clients in the United States to create new technologies.
April 2021 - Infineon Technologies AG launched a new EasyPACK 2B module to its 1200 V product line. The module offers a three-level Active NPC (ANPC) topology, including CoolSiC MOSFETs, TRENCHSTOP IGBT7 devices, NTC temperature sensor, and PressFIT contact technology pins.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHT

4.1 Market Overview
4.2 Industry Value Chain Analysis
4.3 Industry Attractiveness - Porter's Five Forces Analysis
- 4.3.1 Bargaining Power of Suppliers
- 4.3.2 Bargaining Power of Consumers
- 4.3.3 Threat of New Entrants
- 4.3.4 Intensity of Competitive Rivalry
- 4.3.5 Threat of Substitutes
4.4 Impact of COVID-19 on the Market
4.5 Technology Snapshot

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Increase in the Demand for Consumer Electronics and Wireless Communications
- 5.1.2 Growing Demand for Energy-Efficient Battery-Powered Portable Devices
5.2 Market Challenges
- 5.2.1 Shortage of Silicon Wafers and Variable Driving Requirements

6 MARKET SEGMENTATION

6.1 By End-user Industry
- 6.1.1 Automotive (xEVs and EV Charging Infrastructure)
- 6.1.2 IT and Telecommunication
- 6.1.3 Power (Power Supply, UPS, PV, Wind etc.)
- 6.1.4 Industrial (Motor drives)
- 6.1.5 Other End-user Industries (Rail, Oil & Gas, Military, Medical, R&D etc.)
6.2 By Geography
- 6.2.1 Americas
- 6.2.2 Europe, Middle East and Africa
- 6.2.3 Asia Pacific

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Infineon technologies AG
- 7.1.2 UnitedSiC
- 7.1.3 ST Microelectronics NV
- 7.1.4 ON Semiconductor Corporation
- 7.1.5 GeneSiC Semiconductor Inc.
- 7.1.6 Danfoss A/S
- 7.1.7 Microsemi Corporation
- 7.1.8 Toshiba Corporation
- 7.1.9 Mitsubishi Electric Corporation
- 7.1.10 Fuji Electric Co. Ltd
- 7.1.11 Semikron International