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市場調查報告書
商品編碼
1914620
功率電晶體市場 - 全球產業規模、佔有率、趨勢、機會及預測(按類型、應用、最終用途、地區和競爭格局分類),2021-2031年Power Transistor Market - Global Industry Size, Share, Trends, Opportunities, and Forecast Segmented By Type, By Application, By End-Use, By Region & Competition, 2021-2031F |
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全球功率電晶體市場預計將從2025年的169.3億美元成長到2031年的254.6億美元,複合年成長率(CAGR)為7.04%。這些半導體裝置對於開關和放大功率以確保能源效率至關重要,預計汽車行業的快速電氣化以及太陽能逆變器等可再生能源基礎設施的全球發展將推動其需求成長。此外,工業自動化領域對高效率功率轉換的需求也是推動這一成長的因素之一。 SEMI(半導體製造企業協會)的數據顯示,預計2024年,全球離散半導體產能將成長7%,達到每月440萬片晶圓。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 169.3億美元 |
| 市場規模:2031年 | 254.6億美元 |
| 複合年成長率:2026-2031年 | 7.04% |
| 成長最快的細分市場 | 雙極電晶體 |
| 最大的市場 | 北美洲 |
然而,該市場面臨許多重大障礙,包括供應鏈的複雜性和先進材料(尤其是碳化矽(SiC))的短缺。地緣政治貿易摩擦和原料價格波動等問題可能威脅生產穩定性,並導致關鍵零件短缺。此外,將這些先進材料整合到生產線中需要高額資本投入和技術壁壘,這可能會限制供應,並限制該行業充分滿足不斷成長的全球需求的能力。
電動和混合動力汽車動力傳動系統的快速普及正成為功率電晶體領域的主要驅動力,從根本上改變了汽車製造商的零件需求。與內燃機不同,電動車需要更多的絕緣絕緣柵雙極電晶體(IGBT) 和金屬氧化物半導體場場效電晶體(MOSFET) 來管理牽引逆變器、車載充電器和電池管理系統中的功率流動。這種轉變將電動車的普及與半導體需求直接連結起來。根據國際能源總署 (IEA) 發布的《2024 年全球電動車展望》,2023 年全球電動車銷量將達到約 1,400 萬輛,這將顯著擴大汽車功率裝置的潛在市場。
同時,半導體產業正向高效的碳化矽 (SiC) 和氮化鎵 (GaN) 技術轉型,與傳統矽相比,這些技術具有更優異的開關速度和導熱性能。這些寬能能隙材料對於最大限度地減少高壓應用(例如快速充電站和工業電源)中的能量損耗至關重要。這項轉型取得商業性成功得益於強勁的收入來源。例如,意法半導體 (STMicroelectronics) 於 2024 年 1 月公佈, 2023 年全年碳化矽相關收入達 11.4 億美元。這一成長得益於穩定的產業環境,半導體產業協會 (SIA) 報告稱,2023 年全球半導體銷售額將達到 5,268 億美元,這鼓勵了對下一代電力電子技術的進一步投資。
全球功率電晶體市場面臨的一大挑戰是供應鏈的複雜性和先進材料(尤其是碳化矽 (SiC))的短缺。隨著產業在電動車和可再生能源等高壓應用領域對這些特殊材料的依賴性日益增強,原料來源的集中化造成了巨大的脆弱性。地緣政治貿易緊張局勢和成本波動進一步加劇了這個脆弱的生態系統,導致元件供應難以預測,迫使製造商承擔前置作業時間和更高的生產成本,阻礙了市場成長,並最終延緩了終端用戶的採用。
先進材料供應不穩定與產業激進的產能擴張直接衝突,導致製造基礎設施運轉率。生產潛力與材料供應之間的不匹配限制了市場高效擴張以滿足不斷成長的需求。製造業投資規模之大凸顯了風險:SEMI預測,到2024年,全球半導體製造產能將成長6%,達到每月3,370萬片晶圓的歷史新高。如果沒有一條能夠支撐如此擴張產能的穩健供應鏈,市場將面臨瓶頸,這將限制收入潛力並減緩節能技術的應用。
向300毫米晶圓製造的轉型正在重塑生產結構,製造商正尋求透過規模經濟最佳化生產效率並降低單位成本。從標準的200毫米基板過渡到更大的300毫米晶圓,使製造工廠能夠顯著提高每個加工週期的晶片產量比率,這對於在不相應增加工廠面積的情況下滿足大批量生產需求至關重要。這項轉型將對氮化鎵(GaN)裝置產生特別顯著的影響。根據英飛凌科技2025年7月發布的新聞稿,與200毫米基板相比,在300毫米晶圓上生產晶片,每片晶圓的晶片產量將提高2.3倍,從而顯著提高資本效率。
同時,隨著人工智慧基礎設施對功率密度和能源效率提出了前所未有的要求,氮化鎵(GaN)技術在高密度資料中心和人工智慧伺服器電源領域的應用正在加速。與傳統工業應用不同,人工智慧伺服器需要能夠在有限空間內承受大規模負載波動並最大限度減少發熱量的電源,這推動了寬能能隙材料取代矽材料的發展。該領域正逐漸成為重要的收入來源。英飛凌科技在2025年11月公佈財報中,將2026會計年度人工智慧資料中心電源解決方案的收入目標上調至約15億歐元,這反映了高效能運算硬體的快速普及。
The Global Power Transistor Market is projected to expand from USD 16.93 Billion in 2025 to USD 25.46 Billion by 2031, registering a CAGR of 7.04%. These semiconductor devices, which are vital for switching or amplifying electrical power to ensure energy efficiency, are witnessing increased demand driven by the rapid electrification of the automotive sector and the global development of renewable energy infrastructure like solar inverters. Additionally, the need for efficient power conversion in industrial automation further supports this growth, a trend evidenced by manufacturing data from SEMI, which projected that global discrete semiconductor capacity would rise by 7% to 4.4 million wafers per month in 2024.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 16.93 Billion |
| Market Size 2031 | USD 25.46 Billion |
| CAGR 2026-2031 | 7.04% |
| Fastest Growing Segment | Bipolar Junction Transistors |
| Largest Market | North America |
However, the market faces a substantial obstacle regarding supply chain complexity and the scarcity of advanced materials, notably Silicon Carbide. Issues such as geopolitical trade tensions and volatile raw material costs threaten production stability, potentially causing shortages of critical components. Furthermore, the high capital intensity and technical barriers associated with integrating these advanced materials into production lines may restrict supply availability, thereby limiting the industry's capacity to fully satisfy the surging global requirements.
Market Driver
The rapid adoption of electric and hybrid vehicle powertrains acts as a primary catalyst for the power transistor sector, fundamentally transforming component needs for automotive manufacturers. Unlike internal combustion engines, electric vehicles require a significantly higher volume of insulated-gate bipolar transistors and metal-oxide-semiconductor field-effect transistors to manage power flow in traction inverters, on-board chargers, and battery management systems. This shift creates a direct link between vehicle fleet expansion and semiconductor demand; the International Energy Agency's 'Global EV Outlook 2024' reported that global electric car sales reached nearly 14 million units in 2023, signifying a major expansion in the addressable market for automotive-grade power devices.
Simultaneously, the industry is transitioning toward high-efficiency Silicon Carbide and Gallium Nitride technologies, which offer superior switching speeds and thermal conductivity compared to traditional silicon. These wide bandgap materials are essential for minimizing energy loss in high-voltage applications, such as rapid charging stations and industrial power supplies. The commercial success of this pivot is highlighted by strong revenue streams; for example, STMicroelectronics reported in January 2024 that it achieved USD 1.14 billion in Silicon Carbide revenues for the full year 2023. This growth is supported by a stable industry environment, with the Semiconductor Industry Association reporting global semiconductor sales of USD 526.8 billion for 2023, encouraging further investment in next-generation power electronics.
Market Challenge
A critical challenge hindering the Global Power Transistor Market is the complexity of supply chains combined with the scarcity of advanced materials, particularly Silicon Carbide. As the industry becomes more dependent on these specialized materials for high-voltage applications in electric vehicles and renewable energy, the concentration of raw material sources creates significant vulnerability. This fragile ecosystem is further destabilized by geopolitical trade tensions and fluctuating costs, resulting in unpredictable component availability that hampers growth by forcing manufacturers to extend lead times and absorb higher production costs, ultimately delaying end-user deployment.
This inability to secure a consistent flow of advanced materials directly counteracts the industry's aggressive capacity expansions, leaving manufacturing infrastructure underutilized. This disconnect between production potential and material availability constrains the market's ability to scale effectively to meet rising demand. The scale of this manufacturing commitment underscores the risk; SEMI projected that global semiconductor manufacturing capacity would increase by 6% to a record 33.7 million wafers per month in 2024. Without a resilient supply chain to feed this expanding capacity, the market faces a bottleneck that restricts revenue potential and slows the broader adoption of energy-efficient technologies.
Market Trends
The transition to 300mm wafer manufacturing is reshaping the production landscape as manufacturers aim to optimize output and reduce unit costs through enhanced economies of scale. Moving from standard 200mm substrates to larger 300mm wafers allows fabrication facilities to significantly increase chip yield per processing cycle, which is crucial for meeting high-volume demands without proportionally increasing facility footprints. This shift is particularly impactful for Gallium Nitride devices; according to Infineon Technologies' July 2025 press release, chip production on 300mm wafers enables the manufacturing of 2.3 times more chips per wafer compared to 200mm substrates, substantially improving capital efficiency.
Concurrently, the expansion of GaN technology into high-density data center and AI server power supplies is accelerating as artificial intelligence infrastructure demands unprecedented power density and energy efficiency. Unlike traditional industrial applications, AI servers require power supply units that can handle massive load transients while minimizing heat generation in restricted spaces, driving the replacement of silicon with wide bandgap materials. This sector has emerged as a critical revenue engine; Infineon Technologies, in a November 2025 statement regarding its fiscal results, raised its revenue target for AI data center power supply solutions to approximately €1.5 billion for the 2026 fiscal year, reflecting the surging installation rates of high-performance computing hardware.
Report Scope
In this report, the Global Power Transistor Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Power Transistor Market.
Global Power Transistor Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: