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시장보고서
상품코드
1800862
GaN 파워 디바이스 시장 보고서 : 디바이스 유형별, 전압 범위별, 용도별, 최종 용도 산업별, 지역별(2025-2033년)GaN Power Device Market Report by Device Type, Voltage Range, Application, End-Use Industry, and Region 2025-2033 |
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세계 GaN 파워 디바이스 시장 규모는 2024년 4억 5,100만 달러에 달할 것으로 예측됩니다. 향후 IMARC Group은 2033년에는 47억 620만 달러에 달할 것으로 예상되며, 2025-2033년 동안 28.28%의 연평균 성장률(CAGR)을 보일 것으로 예측했습니다. 이 시장은 에너지 효율에 대한 수요 증가, 전기자동차(EV) 시장의 최근 발전, 반도체 산업의 기술 혁신, 재생에너지 기술의 광범위한 채택, 전자기기의 소형화 등으로 인해 빠르게 성장하고 있습니다.
에너지 효율에 대한 수요 증가
에너지 효율화로의 급격한 전환은 질화갈륨(GaN) 전력 소자 시장의 성장을 가속하는 주요 요인입니다. 질화갈륨(GaN) 전력 소자는 실리콘 기반보다 높은 전압, 주파수, 온도에서 작동하여 보다 효율적인 전력 변환이 가능한 것으로 알려져 있습니다. 예를 들어 EPC(Efficient Power Conversion)는 질화갈륨(GaN) FET를 탑재한 확장 가능한 1.5kW, 2상 48V-12V의 데모 보드 EPC9137을 출시했습니다. 이 데모 보드의 설계는 확장 가능하며, 2개의 컨버터를 병렬로 연결하여 3kW, 3개의 컨버터를 병렬로 연결하여 4.5kW를 구현할 수 있습니다. 2025년까지 전 세계에서 판매되는 자동차 10대 중 1대는 48V 마일드 하이브리드가 될 것으로 예측됩니다. 이러한 하이브리드 시스템은 연비를 개선하고, 4배의 전력을 공급하며, 이산화탄소 배출량을 줄이기 위해 48V-12V 양방향 컨버터가 필요하며, 그 출력은 1.5kW-6kW에 달합니다. EPC eGaN FET는 250kHz의 스위칭 주파수에서 97%의 효율로 작동할 수 있으며, 최대 스위칭 주파수 100kHz에서 인덕터 전류의 제한으로 인해 600W/상이 한계인 실리콘 기반 솔루션에 비해 800W/상을 가능하게 합니다. 이러한 추세는 에너지 소비와 탄소발자국을 줄이기 위한 정부의 규제와 정책에 의해 지원되고 있으며, 이는 GaN 파워 디바이스 시장을 더욱 촉진하고 있습니다.
전기자동차(EV) 시장 성장
급성장하고 있는 EV 시장은 GaN 파워 디바이스의 성장에 중요한 촉매제입니다. 이러한 디바이스는 차량용 충전기, DC/DC 컨버터, 전력 인버터 등의 용도로 EV에 필수적입니다. GaN의 우수한 효율과 높은 전력 밀도는 EV에 적합하며, 시스템의 경량화, 소형화, 신뢰성 향상에 기여합니다. 예를 들어 IQE plc는 GaN 기업 VisIC와의 전략적 제휴를 통해 EV 인버터에 사용되는 고신뢰성 GaN D모드(D-Mode GaN) 전력 제품을 개발했습니다. 양사는 전기자동차 주행거리 연장과 충전시간 단축을 실현하는 200mm D모드 GaN 파워 에피웨이퍼를 개발하여 전기자동차 보급에 있으며, 가장 중요한 두 가지 과제를 해결했습니다. 또한 EPC는 EPC9194GaN 기반 인버터 레퍼런스 디자인 개발을 발표하여 무게당 전력을 두 배로 늘리면서 모터 구동 시스템의 효율, 항속거리, 토크를 향상시켰습니다. 14V-60V의 입력 전원 전압 범위에서 작동하며, 최대 60Apk(40ARMS)의 출력 전류를 공급합니다. 이 전압 범위와 전력 레벨로 인해 이 솔루션은 전자 자전거, 전자 스쿠터, 드론, 로봇, DC 서보 모터 등 다양한 3상 BLDC 모터 드라이브에 이상적입니다.
반도체 기술의 발전
반도체 재료 및 제조 공정의 지속적인 개선과 혁신으로 GaN 전력 소자의 비용을 크게 절감하고 성능을 향상시켰습니다. 예를 들어 선도적인 반도체 솔루션 공급업체인 MACOM Technology Solutions Inc.는 MAPC-A1000과 MAPC-A1100이라는 두 가지 신제품과 함께 새로운 실리콘 카바이드 기반 질화갈륨(GaN-on-SiC) 전력 증폭기 제품군을 개발했습니다. 전력 증폭기 제품군을 개발했습니다. MAPC-A1000은 30MHz-2.7GHz에서 동작하도록 설계된 고출력 GaN-on-SiC 증폭기입니다. MAPC-A1000은 30MHz에서 2.7GHz까지 동작하도록 설계된 고전력 GaN-on-SiC 증폭기로, 입력 매칭이 내장되어 있으며, 고객의 설계 작업을 간소화합니다. 또한 2.2GHz의 동시 대역폭으로 동작하도록 설계된 회로에서 테스트한 결과, 500MHz에서 2.7GHz까지 50% 이상의 효율로 25W(44dBm) 이상을 공급할 수 있습니다. 또한 MAPC-A1100은 3.5GHz까지 동작하도록 설계된 고출력 GaN-on-SiC 증폭기입니다. 이 장치는 에어캐비티 세라믹 패키지에서 최소 65W(48.1dBm)의 출력전력 레벨의 CW 및 펄스 동작을 지원할 수 있습니다. 이러한 발전은 예측 기간 중 시장 성장을 가속할 것으로 예측됩니다.
The global GaN power device market size reached USD 451.0 Million in 2024. Looking forward, IMARC Group expects the market to reach USD 4,706.2 Million by 2033, exhibiting a growth rate (CAGR) of 28.28% during 2025-2033. The market is rapidly expanding, driven by the growing demand for energy efficiency, recent advancements in electric vehicle (EV) market, rising innovations in the semiconductor industry, widespread adoption of renewable energy technology, and the ongoing miniaturization of electronics.
Increasing Demand for Energy Efficiency
The sudden shift towards energy efficiency is a major factor driving the gallium nitride (GaN) power devices market growth. They are known for their ability to operate at higher voltages, frequencies, and temperatures than silicon-based counterparts, leading to more efficient power conversion. For instance, Efficient Power Conversion (EPC) launched EPC9137, a scalable 1.5 kW, two-phase 48 V - 12 V demonstration board powered by gallium nitride (GaN) FETs. The design of this demonstration board is scalable as two converters can be paralleled to achieve 3 kW, or three converters can be paralleled to achieve 4.5 kW. By 2025, one of every ten vehicles sold across the globe is projected to be a 48 V mild hybrid. These hybrid systems boost fuel efficiency, deliver four times the power, and reduce carbon dioxide emissions, requiring a 48V - 12V bidirectional converter, with power ranging from 1.5 kW to 6 kW. EPC eGaN FETs can operate with 97% efficiency at 250 kHz switching frequency, enabling 800 W/phase compared to silicon-based solutions, which are limited to 600 W/phase due to the limitation on the inductor current at 100 kHz maximum switching frequency. This trend is supported by governmental regulations and policies aimed at reducing energy consumption and carbon footprints, further propelling the market for GaN power devices.
Growth in the Electric Vehicle (EV) Market
The booming EV market is a significant catalyst for the growth of GaN power devices. These devices are critical in EVs for applications such as onboard chargers, DC/DC converters, and power inverters. GaN's superior efficiency and high-power density is ideal for EVs, contributing to lighter, smaller, and more reliable systems. For instance, IQE plc, in a strategic collaboration with GaN company VisIC, developed high-reliability GaN D-Mode (D-Mode GaN) power products for use in EV inverters. They developed 200mm D-Mode GaN power epiwafers for longer ranges and faster charging times for EVs, addressing two of the most significant challenges in electric vehicle adoption. Moreover, EPC announced the development of the EPC9194 GaN-based inverter reference design that enhances motor drive system efficiency, range, and torque while doubling the power per weight. It operates from an input supply voltage range of 14 V to 60 V and delivers up to 60 Apk (40 ARMS) output current. This voltage range and power level make the solution ideal for a variety of 3-Phase BLDC motor drives, including eBikes, eScooters, drones, robots, and DC servo motors.
Advancements in Semiconductor Technology
Continuous improvements and breakthroughs in semiconductor materials and manufacturing processes have significantly reduced the cost and improved the performance of GaN power devices. For instance, MACOM Technology Solutions Inc. ("MACOM"), a leading supplier of semiconductor solutions, developed a new gallium nitride on silicon carbide (GaN-on-SiC) power amplifier product line, along with the introduction of the first two new products, the MAPC-A1000 and the MAPC-A1100. The MAPC-A1000 is a high-power GaN-on-SiC amplifier designed to operate between 30 MHz and 2.7 GHz. It integrates an input match, which simplifies the customer's design-in effort. It can also deliver more than 25 W (44dBm) at greater than 50% efficiency from 500 MHz to 2.7 GHz when tested in a circuit designed for operation over 2.2 GHz simultaneous bandwidth. Along with this, the MAPC-A1100 is a high-power GaN-on-SiC amplifier that is designed to operate up to 3.5 GHz. The device is capable of supporting CW and pulsed operations with output power levels of at least 65 W (48.1dBm) in an air cavity ceramic package. These advancements are expected to bolster the market growth over the forecasted period.
According to the GaN power device market analysis, the power device sector specializes in dealing with applications that demand efficient power conversion and management. It involves power supply, inverters, and converters for industries, such as renewable energy, automotive, industrial, and consumer electronics. GaN power devices are praised for their efficiency, excellent thermal conductivity, and ability to operate at greater frequencies and temperatures.
In accordance with the GaN power device market segmentation, radio frequency (RF) power devices are used for applications that demand the generation and management of high-frequency signals. It is required in telecommunications devices, like cellular base stations, satellite communications, and radar systems, including those used in military and defense applications. GaN RF power devices are renowned for their great power density, efficiency, and reliability at high frequencies.
According to the GaN power device market statistics, the <200-volt category emphasizes low to medium-power applications in consumer electronics, mobile devices, and automotive subsystems. It is suitable for providing quick charging for cellphones, laptops, and other portable devices. Their higher efficiency and thermal performance allow for lighter, compact, and more energy-efficient power adapters and converters, making them increasingly popular in the consumer electronics sector.
In accordance with the GaN power device market analysis, the 200-600 volt GaN power device covers a wide range of applications, including electric vehicles (EVs), renewable energy systems, and industrial power supply. It is used in EV onboard chargers, DC/DC converters, and solar inverters to increase efficiency, reduce size, and regulate heat, thereby boosting the GaN power device market recent developments.
According to the GaN power device market overview, the >600-volt category is widely utilized for high-power applications, such as industrial motors, grid infrastructure, and high-voltage direct current (HVDC) transmission systems. It is regarded for its capacity to withstand high voltages while minimizing losses and increasing efficiency. Furthermore, GaN's ability to function effectively at high voltages makes it ideal for applications requiring strong power handling capabilities, such as industrial machinery and grid-scale power conversion.
In line with this GaN power device market outlook, the power drives segment caters to applications involving the control and management of electric motors and drives. It includes electric vehicles (EVs), industrial automation systems, and high-performance computing cooling systems. GaN's exceptional efficiency and high switching frequencies that enable compact, lightweight, and energy-efficient designs for motor drives are positively influencing the GaN power device market drivers.
In the power supply systems segment, GaN power devices are improving the design and functionality of power supply units (PSUs), adapters, and converters across consumer electronics, telecommunications, and data centers. Their inherent properties, such as low on-resistance and high thermal conductivity, allow for smaller, lighter, and more energy-efficient power supplies to operate at higher frequencies with reduced heat generation, propelling the GaN power device market share.
The radio frequency (RF) based systems segment focuses on applications requiring high-frequency signal generation and amplification, such as cellular base stations, radar systems, satellite communications, and RF heating. They are lauded for their high-power density, efficiency, and reliability at microwave and millimeter-wave frequencies, enabling more compact and energy-efficient RF systems.
In the telecommunications industry, GaN power devices enhance network efficiency and capacity for the deployment of base stations for cellular networks, including the expansion of fifth-generation (5G) technology. Moreover, they provide the ability to handle high power densities and operate efficiently at high frequencies, which enables telecommunications equipment to support increased data traffic and provide faster and more reliable wireless communication.
The automotive segment is witnessing a significant transformation with the adoption of GaN power devices, especially in electric vehicles (EVs) and hybrid systems. It is utilized in EV powertrains, onboard chargers, DC/DC converters, and power inverters, offering higher efficiency, reduced size, and weight advantages over traditional silicon-based components. Furthermore, the ongoing shift towards electrification to meet stringent environmental regulations and enhance vehicle performance is positively influencing the future of the GaN power device market.
According to the GaN power device market trends, it plays a pivotal role in the renewable power generation sector for solar photovoltaic (PV) inverters and wind power converters. Their superior efficiency and ability to operate at high frequencies enable more compact and cost-effective renewable energy systems. Moreover, the sudden shift towards sustainable energy sources, boosting the use of GaN technology to maximize the conversion efficiency of renewable power systems, is enhancing the GaN power device market demand.
In the military, aerospace, and defense industries, GaN power devices are crucial for applications that require high power and reliability in harsh environments, such as radar systems, satellite communications, and electronic warfare. Moreover, the robustness and high performance of GaN under extreme conditions offer significant advantages in various critical applications to ensure operational effectiveness and reliability.
The consumer electronics segment leverages GaN power devices to meet the growing demand for smaller, more efficient, and powerful electronic devices. They enable compact power adapters, fast charging technologies, and efficient power management solutions for smartphones, laptops, wearables, and smart home devices. Moreover, the continuous push towards miniaturization and the need for high-performance electronics are providing a thrust to the GaN power device market growth.
The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa.
The Asia Pacific region is growing rapidly, attributed to its robust manufacturing base, significant investments in technology and infrastructure, and the rapid growth of end-use industries, such as automotive, consumer electronics, and renewable energy. Countries like China, Japan, and South Korea are at the forefront of electric vehicle (EV) production and telecommunications infrastructure, coupled with the deployment of 5G networks. For example, China accounted for 58% of global sales of electric vehicles (EVs) and a mammoth 70% of total EV production.
Europe's GaN power device market is driven by the region's strong emphasis on energy efficiency, renewable energy, and the automotive sector, owing to the rising shift towards electric vehicles. Moreover, the European Union's stringent regulations on carbon emissions and energy consumption encourage the adoption of advanced technologies like GaN. For instance, the European Parliament has adopted the European Climate Law, which raises the EU's target of reducing net greenhouse gas emissions by at least 55% by 2030 and making climate neutrality by 2050 legally binding.
North America is a key market for GaN power devices, characterized by high technological adoption rates, advanced research and development (R&D) capabilities, and a well-established telecommunications and automotive industry. The United States plays a pivotal role in the development of GaN technology, supported by the presence of leading semiconductor companies and research institutions.
The Latin American market for GaN power devices is emerging, driven by increasing investments in telecommunications, renewable energy, and automotive sectors. Moreover, the rising focus on sustainable development and energy efficiency, which presents opportunities for the expansion of GaN power device applications, is contributing to the market growth.
The Middle East and Africa (MEA) region is witnessing a growing interest in GaN power devices in applications related to renewable energy, telecommunications, and infrastructure development. Moreover, countries in the MEA region are increasingly investing in solar energy projects and infrastructure modernization, driving the demand for efficient power conversion technologies.
(Please note that this is only a partial list of the key players, and the complete list is provided in the report.)