세계의 질화갈륨(GaN) 기판 시장 : 예측(2025-2030년)

The gallium nitride (GaN) substrates market is expected to grow from USD 302.416 million in 2025 to USD 465.305 million in 2030, at a CAGR of 9.00%.

Gallium Nitride (GaN) substrates represent wide bandgap semiconductor materials that provide excellent advantages over traditional semiconductor materials including silicon carbide, silicon, and aluminum. The market demonstrates strong growth potential driven by increasing usage across healthcare, automotive, consumer electronics, general lighting, military and defense, and other industrial applications.

Major end-users of gallium nitride substrates include laser, LED, radiofrequency, and power electronic devices. The technology's superior properties make it particularly suitable for high-performance applications requiring enhanced efficiency, power density, and thermal management capabilities compared to conventional semiconductor materials.

Market Drivers

Automotive Industry Growth and Electric Vehicle Expansion

The automotive industry represents a significant driver for GaN substrate market growth. The global automotive sector demonstrates substantial manufacturing volumes, with the International Organization of Motor Vehicle Manufacturers reporting approximately 92.17 million motor vehicles manufactured globally. Rising demand for electric vehicles creates particular opportunities for GaN substrate applications.

Electric vehicle adoption continues accelerating, with International Energy Agency data showing electric vehicle sales reaching 2.1 million worldwide, representing approximately 40% year-over-year growth. This expansion drives demand for LED applications and other advanced features in electric and automotive vehicles that utilize GaN substrate technology.

Europe maintains a leading position as a major automotive producer, representing one of the world's largest motor vehicle production regions. The European Automobile Manufacturers Association reports 18.5 million motor vehicles produced in the region, representing approximately 20% of total global motor vehicle production. The industry also represents the largest private investment in research and development.

India manufactured approximately 26 million vehicles including commercial vehicles, passenger vehicles, two-wheelers, three-wheelers, and quadricycles. The United States represents the world's second-largest market for vehicle sales and production, with major Korean, Japanese, and European automakers investing over $75 billion since 1982. Foreign direct investment in the US automotive sector reached approximately $114.6 billion.

Major automotive manufacturers demonstrate substantial commitment to electric vehicle development. General Motors announced spending over $20 billion through 2025 on next-generation advanced autonomous and electric vehicle development and production. Tesla delivered 499,550 vehicles while producing 509,737 vehicles, demonstrating the scale of electric vehicle manufacturing operations.

Consumer Electronics and Semiconductor Industry Growth

The consumer electronics market expansion drives significant GaN substrate demand globally. Gallium nitride demonstrates particular advantages in high-power transistor applications operating at elevated temperatures. The semiconductor industry growth plays a major role in overall market expansion.

Semiconductor Industry Association data reveals worldwide semiconductor sales surged from $125.6 billion in 1998 to approximately $412.2 billion, representing a compound annual growth rate of around 6.5%. This sustained growth trajectory creates favorable conditions for GaN substrate adoption across multiple applications.

Countries including Taiwan, the USA, and China are making significant semiconductor industry developments. China announced investing over $1.4 trillion over six years to develop and enhance its semiconductor industry capabilities. United States-based companies maintain the largest market share at approximately 45% according to semiconductor association data, with strong positions in design, process technology, and research and development.

GaN applications in consumer electronics demonstrate strong growth potential. India's consumer electronics market reached approximately $10.93 billion with government projections indicating growth to $21.18 billion by 2025, according to India Brand Equity Foundation data.

Manufacturing and Production Developments

The Asia Pacific region's manufacturing and production growth is expected to play a crucial role in overall GaN substrate market expansion. Regional manufacturing capabilities, combined with growing consumer electronics demand and automotive industry expansion, create comprehensive growth drivers for GaN substrate adoption.

Technological Innovation

Research and development activities continue advancing GaN substrate technology capabilities. Scientists at Osaka University developed non-destructive methods for characterizing crystalline quality of gallium nitride substrates using multiphoton excitation photoluminescence analysis and evaluation techniques.

Researchers at Imec lab in Belgium achieved breakthroughs in gallium nitride processing on 200mm wafers capable of competing with silicon carbide materials in higher power 1200V designs. Collaboration with Aixtron, a German semiconductor equipment developer, enabled growth of thicker epitaxial gallium nitride buffer layers for lateral transistors in 1200V applications on 200mm QST substrates.

Market Outlook

The GaN substrates market benefits from fundamental industry trends including electric vehicle adoption, consumer electronics expansion, and semiconductor industry growth. The combination of superior material properties, expanding applications, and manufacturing scale-up positions GaN substrates as essential components for next-generation electronic devices and automotive systems across diverse global markets.

Key Benefits of this Report:

• Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
• Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
• Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
• Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
• Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

What do businesses use our reports for?

Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

• Historical data from 2022 to 2024 & forecast data from 2025 to 2030
• Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
• Competitive Positioning, Strategies, and Market Share Analysis
• Revenue Growth and Forecast Assessment of segments and regions including countries
• Company Profiling (Strategies, Products, Financial Information, and Key Developments among others.

Gallium Nitride (GaN) Substrates Market Segments:

By Type

• GaN on Silicon
• GaN on Sapphire
• GaN on Silicon Carbide
• Others

By Production Process

• Hybrid Vapor Phase Epitaxy
• Metal-Organic Chemical Vapor Deposition

By Product

• LED
• Lasers
• Power Switching Device

By End-User

• Military & Defense
• Automotive
• Healthcare
• Consumer Electronics
• General Lightning
• Communication and Technology

By Geography

• North America
• USA
• Canada
• Mexico
• South America
• Brazil
• Argentina
• Others
• Europe
• Germany
• France
• United Kingdom
• Spain
• Others
• Middle East and Africa
• Saudi Arabia
• UAE
• Others
• Asia Pacific
• China
• India
• Japan
• South Korea
• Indonesia
• Thailand
• Others

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

• 2.1. Market Overview
• 2.2. Market Definition
• 2.3. Scope of the Study
• 2.4. Market Segmentation

3. BUSINESS LANDSCAPE

• 3.1. Market Drivers
• 3.2. Market Restraints
• 3.3. Market Opportunities
• 3.4. Porter's Five Forces Analysis
• 3.5. Industry Value Chain Analysis
• 3.6. Policies and Regulations
• 3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY TYPE

• 5.1. Introduction
• 5.2. GaN on Silicon
• 5.3. GaN on Sapphire
• 5.4. GaN on Silicon Carbide
• 5.5. Others

6. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY PRODUCTION PROCESS

• 6.1. Introduction
• 6.2. Hybrid Vapor Phase Epitaxy
• 6.3. Metal-Organic Chemical Vapor Deposition

7. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY PRODUCT

• 7.1. Introduction
• 7.2. LED
• 7.3. Lasers
• 7.4. Power Switching Device

8. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY END-USER

• 8.1. Introduction
• 8.2. Military & Defense
• 8.3. Automotive
• 8.4. Healthcare
• 8.5. Consumer Electronics
• 8.6. General Lightning
• 8.7. Communication and Technology

9. GALLIUM NITRIDE (GAN) SUBSTRATES MARKET BY GEOGRAPHY

• 9.1. Introduction
• 9.2. North America
  • 9.2.1. USA
  • 9.2.2. Canada
  • 9.2.3. Mexico
• 9.3. South America
  • 9.3.1. Brazil
  • 9.3.2. Argentina
  • 9.3.3. Others
• 9.4. Europe
  • 9.4.1. Germany
  • 9.4.2. France
  • 9.4.3. United Kingdom
  • 9.4.4. Spain
  • 9.4.5. Others
• 9.5. Middle East and Africa
  • 9.5.1. Saudi Arabia
  • 9.5.2. UAE
  • 9.5.3. Others
• 9.6. Asia Pacific
  • 9.6.1. China
  • 9.6.2. India
  • 9.6.3. Japan
  • 9.6.4. South Korea
  • 9.6.5. Indonesia
  • 9.6.6. Thailand
  • 9.6.7. Others

10. COMPETITIVE ENVIRONMENT AND ANALYSIS

• 10.1. Major Players and Strategy Analysis
• 10.2. Market Share Analysis
• 10.3. Mergers, Acquisitions, Agreements, and Collaborations
• 10.4. Competitive Dashboard

11. COMPANY PROFILES

• 11.1. Sumitomo Electric Industries Ltd.
• 11.2. Mitsubishi Chemical Corporation
• 11.3. Soitec
• 11.4. Xiamen Powerway Advanced Material
• 11.5. Toshiba Corporation
• 11.6. Ammono
• 11.7. Sciocs Co, Ltd.
• 11.8. Qorvo Inc.
• 11.9. Texas Instruments
• 11.10. GaN Systems Inc.

12. APPENDIX

• 12.1. Currency
• 12.2. Assumptions
• 12.3. Base and Forecast Years Timeline
• 12.4. Key benefits for the stakeholders
• 12.5. Research Methodology
• 12.6. Abbreviations