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市場調查報告書
商品編碼
2119568

歐洲功率電晶體:市場佔有率分析、行業趨勢和統計數據以及成長預測(2026-2031 年)

Europe Power Transistor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)

出版日期: | 出版商: Mordor Intelligence | 英文 157 Pages | 商品交期: 2-3個工作天內

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簡介目錄

據 Mordor Intelligence 稱,2025 年歐洲功率電晶體市場價值 57.7 億美元,預計到 2031 年將從 2026 年的 60.8 億美元成長至 79.2 億美元,預測期(2026-2031 年)複合年成長率為 5.41%。

歐洲功率電晶體市場-IMG1

本報告按產品(FET、IGBT、MOSFET、WBG電晶體)、材料(矽、SiC、GaN、GaAs等)、類型(BJT、MOSFET等)、封裝(分離式、模組等)、額定功率(低、中)、最終用戶(汽車、工業等)、應用(逆變器、馬達控制等國家/國家/地區/地區進行細分)和國家/地區/地區進行細分。市場預測以美元(USD)計價。

歐洲功率電晶體市場趨勢與洞察

電動車對SiC MOSFET的需求激增。

歐洲汽車製造商擴大指定使用碳化矽 (SiC) MOSFET 的牽引逆變器。這是因為與矽 IGBT 相比,這些裝置可提高動力傳動系統的效率,並將續航里程延長 5-8%。隨著製造商追求節能,歐盟 7排放氣體法規正在加速這一轉變。英飛凌正在奧地利和義大利擴大其 SiC 產能,這表明該公司對歐洲功率電晶體市場在 2030 年前將持續保持高需求充滿信心。隨著充電基礎設施向 800V 架構過渡,對 1200V SiC 裝置的需求將進一步成長,從而確保中期成長。

可再生能源和智慧電網的發展

REPowerEU計畫旨在2030年實現1,236吉瓦的可再生能源裝置容量,這需要約3,000億歐元(3,300億美元)用於升級電網,而高效的高壓開關技術是電網升級的必要條件。高功率IGBT和SiC模組能夠支援吉瓦級高壓直流輸電線路,例如Statnett的互連線路,從而加強跨境電力傳輸並穩定波動的發電量。旨在降低開關損耗的電網標準正促使電力公司向寬能隙帶裝置過渡,這在歐洲功率電晶體市場創造了穩定的長期需求。

SiC基板供應瓶頸

150毫米碳化矽晶圓的前置作業時間長達52週,限制了裝置的生產,並拖累了短期利潤。由於中國供應商佔了全球35%的基板產能,歐洲晶圓廠極易受到貿易政策波動的影響。儘管英飛凌和義法半導體已簽署多年「照付不議」協議,並共同投資於當地的晶錠生長項目,但預計要到2027年或更晚才能確保充足的供應,這將限制歐洲功率電晶體市場的成長潛力。

細分市場分析

預計到2025年,IGBT模組將佔歐洲功率電晶體市場29.31%的銷售額,佔最大佔有率。其主導地位源自於IGBT在變速驅動器、太陽能逆變器和鐵路牽引系統中的廣泛應用,這些應用對高電壓性能的可靠性要求極高。 IGBT模組透過將多個晶片與最佳化的散熱路徑結合,實現了更高的單位體積功率輸出,並符合歐盟能源效率法規。雖然分離式IGBT仍可用於現有驅動器的維修,但原始設備製造商(OEM)正在加速向整合模組過渡,因為整合模組能夠簡化組裝並提高可靠性。

寬能隙晶體以7.38%的複合年成長率領先市場,並將逐步蠶食現有模組的市場佔有率,尤其是在電動車快速充電等即使1個百分點的性能損失也會影響系統經濟性的領域。這種混合市場環境正促使供應商將碳化矽MOSFET和驅動IC進行共封裝,進而進一步提升整合優勢。隨著模組製造商採用直接接合銅基板和燒結銀晶片黏合技術,熱循環性能不斷提升,使其能夠滿足汽車牽引系統保固所需的壽命指標。

由於矽晶片擁有成熟的200毫米晶圓廠和成本優勢,預計到2025年,矽晶片仍將佔據56.78%的市場佔有率。但隨著設計人員追求更高的工作溫度和頻率,其市佔率將會穩定下降。氮化鎵(GaN)的複合年成長率(CAGR)為6.26%,由於其600V裝置的性能優於矽超接面MOSFET,因此在高頻電源和5G無線設備領域更受青睞。碳化矽(SiC)在歐洲功率電晶體市場的佔有率也在不斷擴大,因為1200V MOSFET的出現使得面向800V電池堆的電動車平台得以實現。

透過戰略自主政策,PERTE Chip的資金正投入西班牙和法國的氮化鎵(GaN)外延試驗生產線建設中,而德國則支持碳化矽(SiC)晶圓廠的發展,以降低其對進口的依賴。這些項目旨在縮短學習曲線,實現與矽晶圓成本持平,並加強本地供應鏈。砷化鎵和新興氧化物材料可能仍將局限於特定領域,例如為國防相位陣列和特定科學測量儀器提供材料。

預計到2025年,MOSFET將佔銷售額的49.35%。其閘極電荷效率和線性電壓縮放特性使其適用於從智慧型手機電源管理積體電路(PMIC)到350千瓦牽引變頻器等各種應用,從而鞏固了其廣泛的應用基礎。歐洲功率電晶體市場持續依賴MOSFET的創新技術,例如可將導通電阻(RDS(on))降低至3毫歐以下的溝槽結構。

異質接面雙極電晶體 (HBT) 的複合年成長率 (CAGR) 為 5.75%,受益於 5G 的發展勢頭,尤其是 GaN HBT 在 C 波段實現了高增益。雙極電晶體(BJT) 在嚴苛環境下使用的線性穩壓器和焊接逆變器中仍佔據著重要地位。隨著 ISO 26262 標準對診斷要求的日益嚴格,具有可預測故障模式的 FET 架構,例如常關型 SiC JFET,正吸引汽車產業的注意。

其他好處:

  • Excel格式的市場預測(ME)表
  • 3個月的分析師支持

目錄

第1章:引言

  • 研究假設和市場定義
  • 調查範圍

第2章:調查方法

第3章執行摘要

第4章 市場狀況

  • 市場概覽
  • 市場促進因素
    • 電動車對SiC MOSFET的需求激增。
    • 可再生能源和智慧電網的發展
    • 歐洲5G基礎設施部署
    • 利用歐盟綠色分類法進行資金籌措和推廣
    • ISO 26262 功能安全標準正在推動向高壓設計轉變。
    • 資料中心 PUE 法規傾向於使用高效率電晶體。
  • 市場限制因素
    • SiC基板供應瓶頸
    • 寬能隙帶裝置的定價較高
    • 歐盟的生態設計標籤延長了家用電器的更換週期。
    • 歐盟-中國貿易中鎵出口限制的變化
  • 產業價值鏈分析
  • 監理情勢
  • 技術展望
  • 宏觀經濟因素對市場的影響
  • 波特五力分析

第5章 市場規模與成長預測

  • 依產品
    • 低壓場效電晶體
    • 高壓場效電晶體
    • 離散式IGBT
    • IGBT模組
    • 超接面MOSFET
    • 射頻和微波電晶體
    • 寬能隙功率電晶體(SiC、GaN)
  • 材料
    • 碳化矽(SiC)
    • 氮化鎵(GaN)
    • 砷化鎵(GaAs)
    • 其他材料
  • 按類型
    • 雙極電晶體(BJT)
    • 場效電晶體(MOSFET、JFET)
    • 異質接面雙極電晶體 (HBT)
  • 透過包裝
    • 分立元件
    • 電源模組
    • 功率積體電路/積體功率級
  • 按類型分類的額定輸出
    • 低功率(低於 40 伏特)
    • 中功率(40-600伏特)
    • 高功率(>600伏特)
  • 按最終用戶行業分類
    • 汽車和電動車/混合動力車
    • 家用電子電器和行動裝置
    • 工業自動化和電機驅動裝置
    • 能源與電力(可再生能源、智慧電網)
    • 資料中心和高效能運算
    • 通訊和5G基礎設施
    • 航太/國防
  • 透過使用
    • 逆變器和轉換器
    • 馬達控制和驅動裝置
    • 電源和適配器
    • 電池充電和電池管理系統
    • 射頻功率放大器
    • 照明和顯示器驅動器
  • 國家
    • 德國
    • 英國
    • 法國
    • 義大利
    • 西班牙
    • 北歐國家(丹麥、瑞典、挪威、芬蘭)
    • 其他歐洲國家

第6章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率分析
  • 公司簡介
    • Infineon Technologies AG
    • STMicroelectronics NV
    • ON Semiconductor Corporation
    • Nexperia BV
    • ROHM Co., Ltd.
    • Toshiba Electronic Devices and Storage Corporation
    • Mitsubishi Electric Corporation
    • Vishay Intertechnology, Inc.
    • Renesas Electronics Corporation
    • Texas Instruments Incorporated
    • Analog Devices, Inc.
    • IXYS LLC
    • Littelfuse, Inc.
    • Microchip Technology Inc.
    • Wolfspeed, Inc.
    • GeneSiC Semiconductor LLC
    • UnitedSiC LLC
    • Semikron Danfoss GmbH and Co. KG
    • Dialog Semiconductor Limited
    • Alpha and Omega Semiconductor Limited

第7章 市場機會與未來展望

簡介目錄
Product Code: 5000007

According to Mordor Intelligence, the Europe power transistor market size was valued at USD 5.77 billion in 2025 and estimated to grow from USD 6.08 billion in 2026 to reach USD 7.92 billion by 2031, at a CAGR of 5.41% during the forecast period (2026-2031).

Europe Power Transistor - Market - IMG1

This report is Segmented by Product (FETs, Igbts, Mosfets, and WBG Transistors), Material (Silicon, Sic, Gan, Gaas, and More), Type (BJT, MOSFET, and More), Packaging (Discrete, Modules, and More), Power Rating (Low, Medium, and More), End-User (Automotive, Industrial, and More), Application (Inverters, Motor Control, and More), and Country. The Market Forecasts are Provided in Terms of Value (USD).

Europe Power Transistor Market Trends and Insights

EV-Related Demand Surge for SiC MOSFETs

European automakers increasingly specify silicon-carbide MOSFET traction inverters because these devices raise drivetrain efficiency and add 5-8% driving range compared with silicon IGBTs. Euro 7 emissions rules accelerate the switch as manufacturers pursue every kilowatt-hour saved. Infineon has expanded SiC capacity in Austria and Italy, signaling clear confidence that the Europe power transistor market will keep absorbing higher volumes through 2030. As charging infrastructure migrates toward 800 V architectures, demand for 1 200 V SiC devices should intensify, locking in medium-term growth.

Renewable Energy and Smart-Grid Build-Out

The REPowerEU plan targets 1,236 GW of renewables by 2030, requiring roughly EUR 300 billion (USD 330 billion) in grid upgrades that rely on efficient high-voltage switching. High-power IGBT and SiC modules enable multi-gigawatt HVDC links such as Statnett's interconnectors, which reinforce cross-border power flow and stabilize variable generation. Grid codes rewarding lower switching losses push utilities toward wide-bandgap devices, cementing long-term demand in the European power transistor market.

SiC Substrate Supply Bottlenecks

Lead times for 150 mm SiC wafers stretch to 52 weeks, constraining device output and dampening near-term revenue. Chinese vendors control 35% of global substrate capacity, leaving European fabs exposed to trade policy shocks. Infineon and STMicroelectronics signed multi-year take-or-pay deals and are co-investing in local boule growth, yet meaningful volumes will not arrive before 2027, keeping a lid on the Europe power transistor market's upside.

Other drivers and restraints analyzed in the detailed report include:

  1. 5G Infrastructure Roll-Outs Across Europe
  2. Data-Center PUE Mandates Favor High-Efficiency Transistors
  3. Premium Pricing of Wide-Band-Gap Devices

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

IGBT modules generated the largest slice of the Europe power transistor market size with 29.31% revenue in 2025. Their dominance stems from entrenched use in variable-speed drives, solar inverters, and rail traction systems that value rugged high-voltage performance. The modules pair multiple dies with optimised thermal paths, squeezing more power per cubic centimeter and fulfilling EU energy-efficiency rules. Discrete IGBTs still sell into retrofit drives, but OEMs increasingly migrate toward integrated modules that simplify assembly and improve reliability.

Wide-bandgap transistors record the quickest 7.38% CAGR and will chip away at incumbent modules, especially where every percentage-point loss impacts system economics, such as EV fast chargers. The hybrid landscape encourages vendors to co-package SiC MOSFETs with driver ICs, pushing integration advantages further. As module makers adopt direct-bonded-copper substrates and sintered silver die-attach, thermal cycles improve, extending lifetime metrics demanded by automotive traction warranties.

Silicon retained 56.78% of 2025 revenue owing to its mature 200 mm fabs and cost leadership, but its share will steadily erode as designers chase higher temperature and frequency operation. Gallium nitride, growing at 6.26% CAGR, is the preferred choice for high-frequency power supplies and 5G radios where its 600 V devices outperform silicon super-junction MOSFETs. The Europe power transistor market share of SiC is also advancing as 1 200 V MOSFETs unlock EV platforms targeting 800 V battery stacks.

Strategic-autonomy policy has funneled PERTE Chip funds into Spanish and French pilot lines for GaN epitaxy, while Germany backs SiC boule growth to ease import reliance. These programs aim to shorten learning curves, drive wafer-cost parity with silicon, and reinforce local supply. Gallium arsenide and emerging oxides will remain niche, serving defense phased-array and niche scientific instrumentation.

MOSFETs commanded 49.35% revenue in 2025. Their gate-charge efficiency and linear voltage scaling suit everything from smartphone PMICs to 350 kW traction inverters, safeguarding a broad install base. The Europe power transistor market continues to lean on MOSFET innovation, notably trench structures that cut RDS(on) below 3 mΩ.

Heterojunction bipolar transistors, advancing at 5.75% CAGR, ride the 5G tailwind where GaN HBTs deliver high gain at C-band. Bipolar junction transistors retain footholds in harsh linear regulators and welding inverters. As ISO 26262 tightens diagnostic demands, FET architectures with predictable failure modes, like normally-off SiC JFETs, pique automotive interest.

Complete Report Scope:

  • By Product
    • Low-Voltage FETs
    • High-Voltage FETs
    • Discrete IGBT
    • IGBT Modules
    • Super-Junction MOSFETs
    • RF and Microwave Transistors
    • Wide-Bandgap Power Transistors (SiC, GaN)
  • By Material
    • Silicon
    • Silicon Carbide (SiC)
    • Gallium Nitride (GaN)
    • Gallium Arsenide (GaAs)
    • Other Materials
  • By Type
    • Bipolar Junction Transistor (BJT)
    • Field-Effect Transistor (MOSFET, JFET)
    • Heterojunction Bipolar Transistor (HBT)
  • By Packaging
    • Discrete Devices
    • Power Modules
    • Power ICs / Integrated Power Stages
  • By Power Rating
    • Low Power (<40 V)
    • Medium Power (40-600 V)
    • High Power (> 600 V)
  • By End-User Industry
    • Automotive and EV/HEV
    • Consumer Electronics and Mobile
    • Industrial Automation and Motor Drives
    • Energy and Power (Renewables, Smart Grid)
    • Data Centers and HPC
    • Telecom and 5G Infrastructure
    • Aerospace and Defense
  • By Application
    • Inverters and Converters
    • Motor Control and Drives
    • Power Supplies and Adapters
    • Battery Charging and BMS
    • RF Power Amplifiers
    • Lighting and Display Drivers
  • By Country
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Nordics (Denmark, Sweden, Norway, Finland)
    • Rest of Europe

List of Companies Covered in this Report:

  1. Infineon Technologies AG
  2. STMicroelectronics N.V.
  3. ON Semiconductor Corporation
  4. Nexperia B.V.
  5. ROHM Co., Ltd.
  6. Toshiba Electronic Devices and Storage Corporation
  7. Mitsubishi Electric Corporation
  8. Vishay Intertechnology, Inc.
  9. Renesas Electronics Corporation
  10. Texas Instruments Incorporated
  11. Analog Devices, Inc.
  12. IXYS LLC
  13. Littelfuse, Inc.
  14. Microchip Technology Inc.
  15. Wolfspeed, Inc.
  16. GeneSiC Semiconductor LLC
  17. UnitedSiC LLC
  18. Semikron Danfoss GmbH and Co. KG
  19. Dialog Semiconductor Limited
  20. Alpha and Omega Semiconductor Limited

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 EV-related demand surge for SiC MOSFETs
    • 4.2.2 Renewable energy and smart-grid build-out
    • 4.2.3 5G infrastructure roll-outs across Europe
    • 4.2.4 EU Green-Taxonomy financing levers WBG uptake
    • 4.2.5 ISO 26262 functional-safety push to higher-voltage designs
    • 4.2.6 Data-center PUE mandates favour high-efficiency transistors
  • 4.3 Market Restraints
    • 4.3.1 SiC substrate supply bottlenecks
    • 4.3.2 Premium pricing of wide-band-gap devices
    • 4.3.3 EU eco-design labels elongate consumer-electronics replacement cycles
    • 4.3.4 Gallium export-control volatility in EU-China trade
  • 4.4 Industry Value Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 The Impact of Macroeconomic Factors on the Market
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Threat of New Entrants
    • 4.8.2 Threat of Substitutes
    • 4.8.3 Bargaining Power of Suppliers
    • 4.8.4 Bargaining Power of Buyers
    • 4.8.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

  • 5.1 By Product
    • 5.1.1 Low-Voltage FETs
    • 5.1.2 High-Voltage FETs
    • 5.1.3 Discrete IGBT
    • 5.1.4 IGBT Modules
    • 5.1.5 Super-Junction MOSFETs
    • 5.1.6 RF and Microwave Transistors
    • 5.1.7 Wide-Bandgap Power Transistors (SiC, GaN)
  • 5.2 By Material
    • 5.2.1 Silicon
    • 5.2.2 Silicon Carbide (SiC)
    • 5.2.3 Gallium Nitride (GaN)
    • 5.2.4 Gallium Arsenide (GaAs)
    • 5.2.5 Other Materials
  • 5.3 By Type
    • 5.3.1 Bipolar Junction Transistor (BJT)
    • 5.3.2 Field-Effect Transistor (MOSFET, JFET)
    • 5.3.3 Heterojunction Bipolar Transistor (HBT)
  • 5.4 By Packaging
    • 5.4.1 Discrete Devices
    • 5.4.2 Power Modules
    • 5.4.3 Power ICs / Integrated Power Stages
  • 5.5 By Power Rating
    • 5.5.1 Low Power (< 40 V)
    • 5.5.2 Medium Power (40-600 V)
    • 5.5.3 High Power (> 600 V)
  • 5.6 By End-User Industry
    • 5.6.1 Automotive and EV/HEV
    • 5.6.2 Consumer Electronics and Mobile
    • 5.6.3 Industrial Automation and Motor Drives
    • 5.6.4 Energy and Power (Renewables, Smart Grid)
    • 5.6.5 Data Centers and HPC
    • 5.6.6 Telecom and 5G Infrastructure
    • 5.6.7 Aerospace and Defense
  • 5.7 By Application
    • 5.7.1 Inverters and Converters
    • 5.7.2 Motor Control and Drives
    • 5.7.3 Power Supplies and Adapters
    • 5.7.4 Battery Charging and BMS
    • 5.7.5 RF Power Amplifiers
    • 5.7.6 Lighting and Display Drivers
  • 5.8 By Country
    • 5.8.1 Germany
    • 5.8.2 United Kingdom
    • 5.8.3 France
    • 5.8.4 Italy
    • 5.8.5 Spain
    • 5.8.6 Nordics (Denmark, Sweden, Norway, Finland)
    • 5.8.7 Rest of Europe

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)}
    • 6.4.1 Infineon Technologies AG
    • 6.4.2 STMicroelectronics N.V.
    • 6.4.3 ON Semiconductor Corporation
    • 6.4.4 Nexperia B.V.
    • 6.4.5 ROHM Co., Ltd.
    • 6.4.6 Toshiba Electronic Devices and Storage Corporation
    • 6.4.7 Mitsubishi Electric Corporation
    • 6.4.8 Vishay Intertechnology, Inc.
    • 6.4.9 Renesas Electronics Corporation
    • 6.4.10 Texas Instruments Incorporated
    • 6.4.11 Analog Devices, Inc.
    • 6.4.12 IXYS LLC
    • 6.4.13 Littelfuse, Inc.
    • 6.4.14 Microchip Technology Inc.
    • 6.4.15 Wolfspeed, Inc.
    • 6.4.16 GeneSiC Semiconductor LLC
    • 6.4.17 UnitedSiC LLC
    • 6.4.18 Semikron Danfoss GmbH and Co. KG
    • 6.4.19 Dialog Semiconductor Limited
    • 6.4.20 Alpha and Omega Semiconductor Limited

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-space and Unmet-Need Assessment