全球GaN功率元件市場：2025

重點

• GaN技術發展目前正處於關鍵節點，正從一項主要適用於單一應用（例如消費性電子產品的快速充電）的技術，朝向多元化應用領域邁進。這一轉變由技術進步和應用範圍的不斷擴大所推動，預計將在未來兩到三年內進入加速成長階段，以實現廣泛應用和顯著發展。
• 人工智慧伺服器、人形機器人、汽車光模組轉換器和太陽能微型逆變器是GaN的關鍵潛在應用領域。
• GaN正向高壓應用（900-1200V）邁進，在某些細分市場對SiC構成課題。 GaN技術的進步將在很大程度上取決於新型電晶體結構（例如垂直GaN）和新型材料平台（例如藍寶石基GaN、QST基GaN和GaN基GaN）的開發。
• GaN IC 的趨勢日益明顯，推動了高效率、高密度和低 EMI 功率系統的發展。
• 最後，預計 8 吋晶圓將成為 GaN 市場的主流尺寸，而 12 吋晶圓則有望在未來十年內實現量產。

本報告提供全球GaN電力設備的市場調查，彙整GaN電力設備的產業鏈和生態系統，引進Scenario，主要供應商趨勢，中國市場的現狀等資料。

目錄

第1章 概要

第2章 GaN電力設備產業鏈的生態系統的分析

第3章 GaN功率元件應用情境分析

第4章 主要GaN供應商趨勢分析

第5章 中國的GaN市場現狀

第6章 TrendForce的見解

This report provides an in-depth analysis of the global GaN power device market, outlining industry developments, trends, challenges, and opportunities to help businesses strategize and stay informed.

Key Highlights:

• The development of GaN technology is currently at a pivotal stage, transitioning from a technology that is mainly suited for a single application (i.e., fasting charging for consumer electronics) to diversification into multiple domains. This shift is driven by both technological advancements and a broadening range of applications. It is anticipated that GaN will enter an accelerated growth phase in the next 2-3 years, leading to widespread adoption and significant developments.
• AI servers, humanoid robots, automotive OBCs, and PV microinverters are major potential applications for GaN.
• GaN is advancing towards high-voltage applications in the range of 900-1200V, challenging SiC in some market segments. The progression of GaN technology will heavily rely on the development of new transistor structures such as Vertical GaN and new material platforms like GaN-on-Sapphire, GaN-on-QST, and GaN-on-GaN.
• A clear trend towards GaN ICs is emerging, which will enable the development of highly efficient, high-density, and low-EMI power systems.
• Lastly, 8-inch wafers are expected to become the mainstream size for the GaN market, and there is potential for 12-inch wafers to enter mass production within the next decade.

Table of Contents

1. Overview

2. Analysis on Ecosytem of GaN Power Device Industry Chain

3. Analysis on Application Scenarios of GaN Power Devices

4. Analysis on Dynamics of Major GaN Suppliers

5. Status of China's GaN Market

6. TrendForce's View