세계의 GaN-on-Silicon 시장 - 예측(2025-2030년)

Gallium Nitride (GaN)-On-Silicon Market is expected to grow at a 22.59% CAGR, reaching USD 3.191 billion in 2030 from USD 1.152 billion in 2025.

Gallium Nitride on Silicon (GaN-on-Silicon) technology represents a fundamental architectural shift within the power and radio frequency (RF) electronics sectors. This approach leverages the superior wide bandgap properties of GaN-including high breakdown voltage, exceptional electron mobility, and fast switching speeds-while being manufactured on the mature, high-volume, and cost-effective silicon semiconductor infrastructure. This heterogeneous integration directly addresses the performance limitations of conventional silicon, enabling significant advancements in system miniaturization, energy efficiency, and overall cost reduction. Consequently, GaN-on-Silicon is positioned as a critical enabling technology for next-generation power conversion systems and high-frequency communication architectures.

Core Market Dynamics: Drivers and Constraints

Market expansion is primarily driven by the global, systemic imperative for enhanced energy efficiency and increased power density across electronic systems. The intrinsic advantages of GaN High Electron Mobility Transistors (HEMTs), such as low on-resistance and high-frequency switching capability, are creating direct demand across several high-growth sectors. The escalating power requirements of artificial intelligence (AI) data centers, for instance, necessitate power supplies that far exceed the capabilities of traditional servers. GaN-on-Silicon power integrated circuits (ICs) provide a critical pathway to achieving the requisite power density and efficiency within compact server form factors. Simultaneously, the automotive industry's transition to electric vehicles (EVs) fuels demand for smaller, lighter, and more efficient power electronics in on-board chargers and DC-DC converters, where GaN's advantages directly contribute to extended vehicle range and optimized thermal management.

A significant challenge to widespread adoption revolves around fundamental material science and reliability verification. The lattice and thermal mismatch between the GaN epitaxial layer and the silicon substrate remains a primary technical obstacle. This mismatch necessitates the development of complex buffer layer structures, which can impact manufacturing yields and ultimately limit the voltage-handling capability of the devices. These technical constraints contribute to higher initial component costs, creating a barrier for entry into highly reliability-sensitive, high-voltage industrial applications.

Supply Chain, Manufacturing, and Regulatory Landscape

The GaN-on-Silicon supply chain operates on a dual-track model, encompassing traditional Integrated Device Manufacturers (IDMs) and a fabless/foundry ecosystem. Production is globally distributed, leveraging established silicon manufacturing clusters. A critical dependency exists on a specialized group of suppliers for Metal-Organic Chemical Vapor Deposition (MOCVD) reactors and proprietary precursor materials, creating potential chokepoints, especially during the transition to larger wafer diameters. While the silicon substrate supply is mature, the packaging and testing of GaN devices require advanced, specialized capabilities to manage high-frequency performance.

Government regulations are acting as direct demand levers by mandating higher energy efficiency standards. The European Union's Ecodesign Directive, for example, sets minimum efficiency requirements for energy-related products, effectively compelling manufacturers to adopt high-efficiency GaN-on-Silicon power devices to comply. In the United States, the CHIPS and Science Act promotes domestic semiconductor manufacturing and research, including wide bandgap materials, thereby stimulating investment in GaN technology for strategic and defense applications. China's "Made in China 2025" industrial policy explicitly targets wide bandgap semiconductor dominance, driving massive internal demand and accelerating local production capacity for applications ranging from consumer electronics to 5G infrastructure.

Segmental and Geographical Analysis

The power switching device segment is a primary demand center, driven by GaN's ability to operate at high switching frequencies. This characteristic allows for the use of smaller, lighter passive components in power conversion stages, leading to a radical reduction in the size and weight of power supply units for data centers and telecommunications equipment. Furthermore, the consumer electronics market's push for compact, fast-charging solutions relies entirely on the high-power density enabled by GaN-on-Silicon switches.

The transition to 200 mm wafer manufacturing is a critical inflection point for the market. Moving from 150 mm to 200 mm platforms yields a substantial increase in usable die area, which dramatically reduces the processing cost per individual die. This economy of scale is paramount for enabling GaN to compete in high-volume, cost-sensitive markets like mass-market consumer power adapters and industrial power supplies, where the price differential with silicon has been a historical barrier.

Geographically, demand patterns are distinct. The United States market is characterized by strong demand from high-performance data centers, telecommunications, and defense sectors, with policy initiatives reinforcing the need for a secure, domestic supply chain. Germany, as a European industrial hub, exhibits robust demand from the automotive and industrial automation sectors, driven by a regulatory environment and an engineering focus on system-level efficiency and total cost of ownership. China represents the largest single source of both supply and demand, with its market aggressively driven by state-backed industrial policy, creating intense demand for high-volume, cost-competitive GaN-on-Silicon wafers for its vast domestic manufacturing base.

Competitive Environment

The competitive landscape is stratified, featuring large, diversified IDMs competing with agile, pure-play GaN technology companies. The central battlegrounds are cost-per-performance, manufacturing yield on large-diameter substrates, and the development of integrated solutions.

• Infineon Technologies leverages its deep expertise in power semiconductors and manufacturing scale as an IDM. The company's strategy involves a comprehensive materials portfolio and a focus on advancing GaN manufacturing on larger wafer diameters to achieve cost targets essential for high-volume market penetration.
• Navitas Semiconductor, as a pure-play GaN company, strategically focuses on monolithic integration. Its GaNFast(TM) power ICs combine GaN power, drive, and control circuits into a single chip, simplifying customer design and maximizing system-level benefits in markets like fast charging and data centers.
• ALLOS Semiconductors operates in the upstream segment as a technology licensing specialist. Its strategy is centered on solving the epitaxial challenges of growing high-quality GaN on large-diameter silicon wafers, enabling its partners to utilize standard silicon fabs for manufacturing, which is particularly critical for emerging applications like micro-LED displays.

The GaN-on-Silicon market is on a clear trajectory of growth, fueled by irreversible trends in energy efficiency and power density requirements. The technology's path to ubiquity is contingent upon continued innovation in epitaxial processes to improve yields on larger wafers and the successful execution of strategies to achieve cost parity with incumbent silicon solutions.

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)-On-Silicon Market Segmentation

• By Wafer Size
• 150 mm
• 200 mm
• By Application
• LED Lighting
• Power Switching Device
• RF Electronics
• 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)-ON-SILICON MARKET BY WAFER SIZE

• 5.1. Introduction
• 5.2. 150 mm
• 5.3. 200 mm

6. GALLIUM NITRIDE (GAN)-ON-SILICON MARKET BY APPLICATION

• 6.1. Introduction
• 6.2. LED Lighting
• 6.3. Power Switching Device
• 6.4. RF Electronics

7. GALLIUM NITRIDE (GAN)-ON-SILICON MARKET BY GEOGRAPHY

• 7.1. Introduction
• 7.2. North America
  • 7.2.1. USA
  • 7.2.2. Canada
  • 7.2.3. Mexico
• 7.3. South America
  • 7.3.1. Brazil
  • 7.3.2. Argentina
  • 7.3.3. Others
• 7.4. Europe
  • 7.4.1. Germany
  • 7.4.2. France
  • 7.4.3. United Kingdom
  • 7.4.4. Spain
  • 7.4.5. Others
• 7.5. Middle East and Africa
  • 7.5.1. Saudi Arabia
  • 7.5.2. UAE
  • 7.5.3. Others
• 7.6. Asia Pacific
  • 7.6.1. China
  • 7.6.2. India
  • 7.6.3. Japan
  • 7.6.4. South Korea
  • 7.6.5. Indonesia
  • 7.6.6. Thailand
  • 7.6.7. Others

8. COMPETITIVE ENVIRONMENT AND ANALYSIS

• 8.1. Major Players and Strategy Analysis
• 8.2. Market Share Analysis
• 8.3. Mergers, Acquisitions, Agreements, and Collaborations
• 8.4. Competitive Dashboard

9. COMPANY PROFILES

• 9.1. Plessey
• 9.2. MaCOM
• 9.3. HOMRAY MATERIAL TECHNOLOGY
• 9.4. ALLOS Semiconductors
• 9.5. CoorsTek Inc.
• 9.6. Infineon Technologies
• 9.7. EPC
• 9.8. Qorvo
• 9.9. Wolfspeed
• 9.10. Navitas Semiconductor

10. APPENDIX

• 10.1. Currency
• 10.2. Assumptions
• 10.3. Base and Forecast Years Timeline
• 10.4. Key Benefits for the Stakeholders
• 10.5. Research Methodology
• 10.6. Abbreviations