전기자동차(EV) 및 EV 충전 장비(EVSE)용 와이드 밴드갭 반도체 : EV 및 EVSE용 와이드 밴드갭 반도체 재료 탄화규소 및 질화갈륨 - 세계 시장 분석과 예측(2023-2032년)

This Guidehouse Insights report provides an overview of how WBG semiconductors are used in EVs and EVSE and the advantages SiC and GaN provide for both applications. It provides Guidehouse Insights' market forecasts to 2032 for WBG semiconductor revenues in EVs and EVSE, broken down by SiC and GaN. EVs are segmented by components where WBG semiconductors are used: main traction inverters, onboard chargers, and DC-DC converters. EVSE are segmented by DC fast charger type: <50 kW, 50-250 kW, 250-400 kW, and >400 kW. The report provides forecasts for the revenues associated with each application component and material.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Introduction
• 2.2 Semiconductor Basics
  • 2.2.1 Band Gap
• 2.3 Wide Bandgap Semiconductors
  • 2.3.1 WBG Semiconductor Materials
• 2.4 Uses of Wide Bandgap Semiconductors
  • 2.4.1 EVs
  • 2.4.2 EV Supply Equipment
• 2.5 Drivers
  • 2.5.1 Growth in EVs
  • 2.5.2 Investments from Governments and WBG Manufacturers
  • 2.5.3 Growth of Fast Charging Infrastructure
  • 2.5.4 Economies of Scale from Other Applications
  • 2.5.5 Cost Savings from Increased Efficiency and Smaller Components
• 2.6 Barriers
  • 2.6.1 Higher Costs and System Integration
  • 2.6.2 Material, Supply Chain, and Production Limitations
  • 2.6.3 Trade Protectionism

3. Industry Value Chain

• 3.1 Introduction
• 3.2 Pictorial Representation of the Value Chain
• 3.3 Competitive Landscape
  • 3.3.1 Merger and Acquisition Activities
  • 3.3.2 Business Model Evolution

4. Market Forecasts

• 4.1 Scope
• 4.2 Methodology
• 4.3 Key Assumptions
• 4.4 Results
  • 4.4.1 WBG Semiconductor Revenues in EVs
    • 4.4.1.1 Main Traction Inverter
    • 4.4.1.2 Onboard Charger
    • 4.4.1.3 DC-DC Converters
  • 4.4.2 WBG Semiconductor Revenue in EVSE

5. Conclusions and Recommendations

• 5.1 Conclusions
• 5.2 Three Big Takeaways
• 5.3 Recommendations
  • 5.3.1 Collaboration and Optimization of WBG Semiconductor Usage
  • 5.3.2 Continue to Expand Incentives and Investments in Production Capacity
  • 5.3.3 Diversify Supply Chain

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes