세계의 자립형 GaN 기판 웨이퍼 시장 : 시장 점유율과 순위, 전체 판매 및 수요 예측(2025-2031년)

The global market for Free-standing GaN Substrate Wafer was estimated to be worth US$ 169 million in 2024 and is forecast to a readjusted size of US$ 403 million by 2031 with a CAGR of 13.0% during the forecast period 2025-2031.

This report provides a comprehensive assessment of recent tariff adjustments and international strategic countermeasures on Free-standing GaN Substrate Wafer cross-border industrial footprints, capital allocation patterns, regional economic interdependencies, and supply chain reconfigurations.

Free-standing GaN Substrate Wafer is an independent gallium nitride (GaN) single crystal substrate prepared by homoepitaxial growth technology, without relying on heterogeneous substrates such as sapphire and silicon carbide for support. Its core features are low defect density, high thermal conductivity, and high breakdown voltage, and it is suitable for high-performance optoelectronics (LED/LD), power electronics, high-frequency electronics and other fields.

Free-standing Gallium Nitride (GaN) substrate wafers have emerged as a foundational material in the development of next-generation electronic and optoelectronic devices, offering significant advantages over conventional substrates such as sapphire, silicon carbide (SiC), and silicon. These substrates are composed entirely of GaN crystal, eliminating the mismatch in lattice constant and thermal expansion coefficient typically seen in heteroepitaxial growth on foreign substrates. This congruence dramatically reduces defect densities, particularly threading dislocations, which are critical for achieving high-performance and long-reliability GaN-based devices. The demand for free-standing GaN substrates is being driven primarily by their crucial role in high-power and high-frequency applications such as RF power amplifiers, high electron mobility transistors (HEMTs), power converters, and laser diodes, where superior thermal management and electrical performance are required.

By application, 2-inch wafers currently dominate the market due to their higher production maturity and lower cost, which occupied for a share nearly 84.13% in 2024. 4-inch wafers are gradually entering commercial use, particularly in high-power and high-frequency electronics, though their yield and cost performance still require optimization. Meanwhile, 6-inch free-standing GaN substrates are under active development by leading global and Chinese companies, with the goal of scaling up for next-generation power electronics and photonic applications. Once technical challenges such as defect density and scalability are overcome, these larger substrates are expected to unlock economies of scale and enable more efficient GaN device manufacturing.

In terms of application, free-standing GaN substrates are primarily used in optoelectronics (including blue/violet/green laser diodes and LEDs), high-frequency RF electronics (such as base station components and satellite communications), and power electronics (such as electric vehicle inverters and industrial power supplies). Among these, optoelectronic applications currently account for 70.06% in 2024 due to their stringent requirements for low dislocation density and high optical performance-areas where free-standing GaN substrates offer significant advantages over hetero-epitaxial solutions. In particular, the market for GaN-based laser diodes used in projection, AR/VR, and medical diagnostics continues to expand rapidly. As GaN power devices further penetrate the EV, renewable energy, and consumer electronics sectors, demand for large-diameter and high-quality free-standing GaN substrates is projected to rise, pushing the industry toward commercialization of 4-inch and 6-inch wafers.

Manufacturing free-standing GaN wafers, however, presents technical and cost challenges. Current production methods include hydride vapor phase epitaxy (HVPE), ammonothermal growth, and Na-flux methods. Among these, HVPE remains the most commercially mature and widely adopted due to its high growth rate and scalability. Leading global manufacturers such as Sumitomo Electric, SCIOCS, Mitsubishi Chemical, and newer Chinese entrants like Suzhou Nanowin and Eta Research Ltd. are actively investing in expanding their capacities. In terms of revenue, the global three largest companies occupied for a share nearly 78.84% in 2024.

This report aims to provide a comprehensive presentation of the global market for Free-standing GaN Substrate Wafer, focusing on the total sales volume, sales revenue, price, key companies market share and ranking, together with an analysis of Free-standing GaN Substrate Wafer by region & country, by Type, and by Application.

The Free-standing GaN Substrate Wafer market size, estimations, and forecasts are provided in terms of sales volume (K Pcs) and sales revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. With both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Free-standing GaN Substrate Wafer.

Market Segmentation

By Company

• Sumitomo Chemical (SCIOCS)
• Mitsubishi Chemical
• Sumitomo Electric Industries
• Suzhou Nanowin Science and Technology
• Eta Research Ltd.
• Sino Nitride Semiconductor Technology
• PAM XIAMEN
• Kyma Technologies
• Goetsu Semiconductor
• Homray Material Technology (HMT)

Segment by Type

• 2 Inch
• 4 Inch and Above

Segment by Application

• Optoelectronics
• Power Electronics
• High-Frequency Electronics

By Region

• North America
  • United States
  • Canada
• Asia-Pacific
  • China
  • Japan
  • South Korea
  • Southeast Asia
  • India
  • Australia
  • Rest of Asia-Pacific
• Europe
  • Germany
  • France
  • U.K.
  • Italy
  • Netherlands
  • Nordic Countries
  • Rest of Europe
• Latin America
  • Mexico
  • Brazil
  • Rest of Latin America
• Middle East & Africa
  • Turkey
  • Saudi Arabia
  • UAE
  • Rest of MEA

Chapter Outline

Chapter 1: Introduces the report scope of the report, global total market size (value, volume and price). This chapter also provides the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.

Chapter 2: Detailed analysis of Free-standing GaN Substrate Wafer manufacturers competitive landscape, price, sales and revenue market share, latest development plan, merger, and acquisition information, etc.

Chapter 3: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.

Chapter 4: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.

Chapter 5: Sales, revenue of Free-standing GaN Substrate Wafer in regional level. It provides a quantitative analysis of the market size and development potential of each region and introduces the market development, future development prospects, market space, and market size of each country in the world.

Chapter 6: Sales, revenue of Free-standing GaN Substrate Wafer in country level. It provides sigmate data by Type, and by Application for each country/region.

Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.

Chapter 8: Analysis of industrial chain, including the upstream and downstream of the industry.

Chapter 9: Conclusion.

Table of Contents

1 Market Overview

• 1.1 Free-standing GaN Substrate Wafer Product Introduction
• 1.2 Global Free-standing GaN Substrate Wafer Market Size Forecast
  • 1.2.1 Global Free-standing GaN Substrate Wafer Sales Value (2020-2031)
  • 1.2.2 Global Free-standing GaN Substrate Wafer Sales Volume (2020-2031)
  • 1.2.3 Global Free-standing GaN Substrate Wafer Sales Price (2020-2031)
• 1.3 Free-standing GaN Substrate Wafer Market Trends & Drivers
  • 1.3.1 Free-standing GaN Substrate Wafer Industry Trends
  • 1.3.2 Free-standing GaN Substrate Wafer Market Drivers & Opportunity
  • 1.3.3 Free-standing GaN Substrate Wafer Market Challenges
  • 1.3.4 Free-standing GaN Substrate Wafer Market Restraints
• 1.4 Assumptions and Limitations
• 1.5 Study Objectives
• 1.6 Years Considered

2 Competitive Analysis by Company

• 2.1 Global Free-standing GaN Substrate Wafer Players Revenue Ranking (2024)
• 2.2 Global Free-standing GaN Substrate Wafer Revenue by Company (2020-2025)
• 2.3 Global Free-standing GaN Substrate Wafer Players Sales Volume Ranking (2024)
• 2.4 Global Free-standing GaN Substrate Wafer Sales Volume by Company Players (2020-2025)
• 2.5 Global Free-standing GaN Substrate Wafer Average Price by Company (2020-2025)
• 2.6 Key Manufacturers Free-standing GaN Substrate Wafer Manufacturing Base and Headquarters
• 2.7 Key Manufacturers Free-standing GaN Substrate Wafer Product Offered
• 2.8 Key Manufacturers Time to Begin Mass Production of Free-standing GaN Substrate Wafer
• 2.9 Free-standing GaN Substrate Wafer Market Competitive Analysis
  • 2.9.1 Free-standing GaN Substrate Wafer Market Concentration Rate (2020-2025)
  • 2.9.2 Global 5 and 10 Largest Manufacturers by Free-standing GaN Substrate Wafer Revenue in 2024
  • 2.9.3 Global Top Manufacturers by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Free-standing GaN Substrate Wafer as of 2024)
• 2.10 Mergers & Acquisitions, Expansion

3 Segmentation by Type

• 3.1 Introduction by Type
  • 3.1.1 2 Inch
  • 3.1.2 4 Inch and Above
• 3.2 Global Free-standing GaN Substrate Wafer Sales Value by Type
  • 3.2.1 Global Free-standing GaN Substrate Wafer Sales Value by Type (2020 VS 2024 VS 2031)
  • 3.2.2 Global Free-standing GaN Substrate Wafer Sales Value, by Type (2020-2031)
  • 3.2.3 Global Free-standing GaN Substrate Wafer Sales Value, by Type (%) (2020-2031)
• 3.3 Global Free-standing GaN Substrate Wafer Sales Volume by Type
  • 3.3.1 Global Free-standing GaN Substrate Wafer Sales Volume by Type (2020 VS 2024 VS 2031)
  • 3.3.2 Global Free-standing GaN Substrate Wafer Sales Volume, by Type (2020-2031)
  • 3.3.3 Global Free-standing GaN Substrate Wafer Sales Volume, by Type (%) (2020-2031)
• 3.4 Global Free-standing GaN Substrate Wafer Average Price by Type (2020-2031)

4 Segmentation by Application

• 4.1 Introduction by Application
  • 4.1.1 Optoelectronics
  • 4.1.2 Power Electronics
  • 4.1.3 High-Frequency Electronics
• 4.2 Global Free-standing GaN Substrate Wafer Sales Value by Application
  • 4.2.1 Global Free-standing GaN Substrate Wafer Sales Value by Application (2020 VS 2024 VS 2031)
  • 4.2.2 Global Free-standing GaN Substrate Wafer Sales Value, by Application (2020-2031)
  • 4.2.3 Global Free-standing GaN Substrate Wafer Sales Value, by Application (%) (2020-2031)
• 4.3 Global Free-standing GaN Substrate Wafer Sales Volume by Application
  • 4.3.1 Global Free-standing GaN Substrate Wafer Sales Volume by Application (2020 VS 2024 VS 2031)
  • 4.3.2 Global Free-standing GaN Substrate Wafer Sales Volume, by Application (2020-2031)
  • 4.3.3 Global Free-standing GaN Substrate Wafer Sales Volume, by Application (%) (2020-2031)
• 4.4 Global Free-standing GaN Substrate Wafer Average Price by Application (2020-2031)

5 Segmentation by Region

• 5.1 Global Free-standing GaN Substrate Wafer Sales Value by Region
  • 5.1.1 Global Free-standing GaN Substrate Wafer Sales Value by Region: 2020 VS 2024 VS 2031
  • 5.1.2 Global Free-standing GaN Substrate Wafer Sales Value by Region (2020-2025)
  • 5.1.3 Global Free-standing GaN Substrate Wafer Sales Value by Region (2026-2031)
  • 5.1.4 Global Free-standing GaN Substrate Wafer Sales Value by Region (%), (2020-2031)
• 5.2 Global Free-standing GaN Substrate Wafer Sales Volume by Region
  • 5.2.1 Global Free-standing GaN Substrate Wafer Sales Volume by Region: 2020 VS 2024 VS 2031
  • 5.2.2 Global Free-standing GaN Substrate Wafer Sales Volume by Region (2020-2025)
  • 5.2.3 Global Free-standing GaN Substrate Wafer Sales Volume by Region (2026-2031)
  • 5.2.4 Global Free-standing GaN Substrate Wafer Sales Volume by Region (%), (2020-2031)
• 5.3 Global Free-standing GaN Substrate Wafer Average Price by Region (2020-2031)
• 5.4 North America
  • 5.4.1 North America Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 5.4.2 North America Free-standing GaN Substrate Wafer Sales Value by Country (%), 2024 VS 2031
• 5.5 Europe
  • 5.5.1 Europe Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 5.5.2 Europe Free-standing GaN Substrate Wafer Sales Value by Country (%), 2024 VS 2031
• 5.6 Asia Pacific
  • 5.6.1 Asia Pacific Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 5.6.2 Asia Pacific Free-standing GaN Substrate Wafer Sales Value by Region (%), 2024 VS 2031
• 5.7 South America
  • 5.7.1 South America Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 5.7.2 South America Free-standing GaN Substrate Wafer Sales Value by Country (%), 2024 VS 2031
• 5.8 Middle East & Africa
  • 5.8.1 Middle East & Africa Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 5.8.2 Middle East & Africa Free-standing GaN Substrate Wafer Sales Value by Country (%), 2024 VS 2031

6 Segmentation by Key Countries/Regions

• 6.1 Key Countries/Regions Free-standing GaN Substrate Wafer Sales Value Growth Trends, 2020 VS 2024 VS 2031
• 6.2 Key Countries/Regions Free-standing GaN Substrate Wafer Sales Value and Sales Volume
  • 6.2.1 Key Countries/Regions Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 6.2.2 Key Countries/Regions Free-standing GaN Substrate Wafer Sales Volume, 2020-2031
• 6.3 United States
  • 6.3.1 United States Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 6.3.2 United States Free-standing GaN Substrate Wafer Sales Value by Type (%), 2024 VS 2031
  • 6.3.3 United States Free-standing GaN Substrate Wafer Sales Value by Application, 2024 VS 2031
• 6.4 Europe
  • 6.4.1 Europe Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 6.4.2 Europe Free-standing GaN Substrate Wafer Sales Value by Type (%), 2024 VS 2031
  • 6.4.3 Europe Free-standing GaN Substrate Wafer Sales Value by Application, 2024 VS 2031
• 6.5 China
  • 6.5.1 China Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 6.5.2 China Free-standing GaN Substrate Wafer Sales Value by Type (%), 2024 VS 2031
  • 6.5.3 China Free-standing GaN Substrate Wafer Sales Value by Application, 2024 VS 2031
• 6.6 Japan
  • 6.6.1 Japan Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 6.6.2 Japan Free-standing GaN Substrate Wafer Sales Value by Type (%), 2024 VS 2031
  • 6.6.3 Japan Free-standing GaN Substrate Wafer Sales Value by Application, 2024 VS 2031
• 6.7 South Korea
  • 6.7.1 South Korea Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 6.7.2 South Korea Free-standing GaN Substrate Wafer Sales Value by Type (%), 2024 VS 2031
  • 6.7.3 South Korea Free-standing GaN Substrate Wafer Sales Value by Application, 2024 VS 2031
• 6.8 Southeast Asia
  • 6.8.1 Southeast Asia Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 6.8.2 Southeast Asia Free-standing GaN Substrate Wafer Sales Value by Type (%), 2024 VS 2031
  • 6.8.3 Southeast Asia Free-standing GaN Substrate Wafer Sales Value by Application, 2024 VS 2031
• 6.9 India
  • 6.9.1 India Free-standing GaN Substrate Wafer Sales Value, 2020-2031
  • 6.9.2 India Free-standing GaN Substrate Wafer Sales Value by Type (%), 2024 VS 2031
  • 6.9.3 India Free-standing GaN Substrate Wafer Sales Value by Application, 2024 VS 2031

7 Company Profiles

• 7.1 Sumitomo Chemical (SCIOCS)
  • 7.1.1 Sumitomo Chemical (SCIOCS) Company Information
  • 7.1.2 Sumitomo Chemical (SCIOCS) Introduction and Business Overview
  • 7.1.3 Sumitomo Chemical (SCIOCS) Free-standing GaN Substrate Wafer Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.1.4 Sumitomo Chemical (SCIOCS) Free-standing GaN Substrate Wafer Product Offerings
  • 7.1.5 Sumitomo Chemical (SCIOCS) Recent Development
• 7.2 Mitsubishi Chemical
  • 7.2.1 Mitsubishi Chemical Company Information
  • 7.2.2 Mitsubishi Chemical Introduction and Business Overview
  • 7.2.3 Mitsubishi Chemical Free-standing GaN Substrate Wafer Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.2.4 Mitsubishi Chemical Free-standing GaN Substrate Wafer Product Offerings
  • 7.2.5 Mitsubishi Chemical Recent Development
• 7.3 Sumitomo Electric Industries
  • 7.3.1 Sumitomo Electric Industries Company Information
  • 7.3.2 Sumitomo Electric Industries Introduction and Business Overview
  • 7.3.3 Sumitomo Electric Industries Free-standing GaN Substrate Wafer Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.3.4 Sumitomo Electric Industries Free-standing GaN Substrate Wafer Product Offerings
  • 7.3.5 Sumitomo Electric Industries Recent Development
• 7.4 Suzhou Nanowin Science and Technology
  • 7.4.1 Suzhou Nanowin Science and Technology Company Information
  • 7.4.2 Suzhou Nanowin Science and Technology Introduction and Business Overview
  • 7.4.3 Suzhou Nanowin Science and Technology Free-standing GaN Substrate Wafer Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.4.4 Suzhou Nanowin Science and Technology Free-standing GaN Substrate Wafer Product Offerings
  • 7.4.5 Suzhou Nanowin Science and Technology Recent Development
• 7.5 Eta Research Ltd.
  • 7.5.1 Eta Research Ltd. Company Information
  • 7.5.2 Eta Research Ltd. Introduction and Business Overview
  • 7.5.3 Eta Research Ltd. Free-standing GaN Substrate Wafer Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.5.4 Eta Research Ltd. Free-standing GaN Substrate Wafer Product Offerings
  • 7.5.5 Eta Research Ltd. Recent Development
• 7.6 Sino Nitride Semiconductor Technology
  • 7.6.1 Sino Nitride Semiconductor Technology Company Information
  • 7.6.2 Sino Nitride Semiconductor Technology Introduction and Business Overview
  • 7.6.3 Sino Nitride Semiconductor Technology Free-standing GaN Substrate Wafer Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.6.4 Sino Nitride Semiconductor Technology Free-standing GaN Substrate Wafer Product Offerings
  • 7.6.5 Sino Nitride Semiconductor Technology Recent Development
• 7.7 PAM XIAMEN
  • 7.7.1 PAM XIAMEN Company Information
  • 7.7.2 PAM XIAMEN Introduction and Business Overview
  • 7.7.3 PAM XIAMEN Free-standing GaN Substrate Wafer Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.7.4 PAM XIAMEN Free-standing GaN Substrate Wafer Product Offerings
  • 7.7.5 PAM XIAMEN Recent Development
• 7.8 Kyma Technologies
  • 7.8.1 Kyma Technologies Company Information
  • 7.8.2 Kyma Technologies Introduction and Business Overview
  • 7.8.3 Kyma Technologies Free-standing GaN Substrate Wafer Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.8.4 Kyma Technologies Free-standing GaN Substrate Wafer Product Offerings
  • 7.8.5 Kyma Technologies Recent Development
• 7.9 Goetsu Semiconductor
  • 7.9.1 Goetsu Semiconductor Company Information
  • 7.9.2 Goetsu Semiconductor Introduction and Business Overview
  • 7.9.3 Goetsu Semiconductor Free-standing GaN Substrate Wafer Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.9.4 Goetsu Semiconductor Free-standing GaN Substrate Wafer Product Offerings
  • 7.9.5 Goetsu Semiconductor Recent Development
• 7.10 Homray Material Technology (HMT)
  • 7.10.1 Homray Material Technology (HMT) Company Information
  • 7.10.2 Homray Material Technology (HMT) Introduction and Business Overview
  • 7.10.3 Homray Material Technology (HMT) Free-standing GaN Substrate Wafer Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.10.4 Homray Material Technology (HMT) Free-standing GaN Substrate Wafer Product Offerings
  • 7.10.5 Homray Material Technology (HMT) Recent Development

8 Industry Chain Analysis

• 8.1 Free-standing GaN Substrate Wafer Industrial Chain
• 8.2 Free-standing GaN Substrate Wafer Upstream Analysis
  • 8.2.1 Key Raw Materials
  • 8.2.2 Raw Materials Key Suppliers
  • 8.2.3 Manufacturing Cost Structure
• 8.3 Midstream Analysis
• 8.4 Downstream Analysis (Customers Analysis)
• 8.5 Sales Model and Sales Channels
  • 8.5.1 Free-standing GaN Substrate Wafer Sales Model
  • 8.5.2 Sales Channel
  • 8.5.3 Free-standing GaN Substrate Wafer Distributors

9 Research Findings and Conclusion

10 Appendix

• 10.1 Research Methodology
  • 10.1.1 Methodology/Research Approach
    • 10.1.1.1 Research Programs/Design
    • 10.1.1.2 Market Size Estimation
    • 10.1.1.3 Market Breakdown and Data Triangulation
  • 10.1.2 Data Source
    • 10.1.2.1 Secondary Sources
    • 10.1.2.2 Primary Sources
• 10.2 Author Details
• 10.3 Disclaimer