질화갈륨(GaN) 시장 : 현황 분석 및 예측(2024-2032)

Gallium Nitride is rapidly emerging as a critical material in the semiconductor market, renowned for its superior electronic properties compared to traditional silicon. Gallium Nitride is celebrated for its high electron mobility, thermal conductivity, and efficiency, making it ideal for high-power and high-frequency applications. These characteristics have driven its adoption in various industries, including telecommunications, automotive, and consumer electronics. The demand for Gallium Nitride is particularly strong in the development of power electronics, RF amplifiers, and LEDs, where its ability to operate at higher voltages and temperatures without degradation offers significant performance improvements. As industries continue to push the boundaries of technological innovation, Gallium Nitride is poised to play a pivotal role in the next generation of electronic devices, contributing to energy efficiency and enhanced performance.

The Gallium Nitride Market is expected to grow at a robust CAGR of 24.3% during the forecast period, owing to the growing demand for Gallium Nitride across various sectors, including power electronics, RF amplifiers, and advanced communication systems. The Gallium Nitride market is primarily driven by its superior material properties that enable high-performance applications across various sectors. One significant driver is the increasing demand for energy-efficient and high-power electronics. Gallium Nitride's high electron mobility and thermal conductivity allow for smaller, more efficient power devices that can handle higher voltages and frequencies than traditional silicon-based components. This makes Gallium Nitride an attractive option for power converters, RF amplifiers, and LEDs, leading to significant adoption in the automotive, telecommunications, and consumer electronics industries. The growing trend towards electrification in vehicles, coupled with the need for efficient power management solutions in consumer devices, is further propelling the demand for Gallium Nitride-based technologies.

Another critical driver is the rising investment in 5G infrastructure and advanced communication systems. Gallium Nitride's ability to operate at higher frequencies with greater efficiency makes it ideal for 5G base stations and other RF applications. As telecom companies globally roll out 5G networks, the need for Gallium Nitride components, which can provide better performance and reliability in high-frequency operations, is becoming more pronounced. Additionally, the defense and aerospace sectors are increasingly adopting Gallium Nitride technology for radar and satellite communications due to its robustness and ability to deliver high power density. These combined factors underscore the strategic importance of Gallium Nitride in driving innovation and efficiency across various high-tech industries.

Based on Type, the market is categorized into P-Type and N-Type. Among these, the N-Type has a significant market share. The N-Type Gallium Nitride segment is primarily driven by its exceptional electron mobility and thermal conductivity, which make it ideal for high-power and high-frequency applications. One of the key drivers is the increasing demand for energy-efficient power electronics, as N-Type Gallium Nitride enables the development of smaller, more efficient power devices that can handle higher voltages and currents. This makes it highly suitable for applications in electric vehicles, renewable energy systems, and power supplies for consumer electronics. Additionally, the rapid expansion of 5G infrastructure and advanced communication systems is boosting the demand for N-Type Gallium Nitride, as it supports high-frequency operation with greater efficiency and reliability than traditional silicon-based semiconductors. The defense and aerospace sectors also contribute to this demand, utilizing N-Type Gallium Nitride for robust, high-performance radar and satellite communication systems. These factors collectively underscore the strategic importance of N-Type Gallium Nitride in advancing modern electronic technologies.

Based on Application, the Gallium Nitride market is divided into Automotive & Mobility, Consumer Electronics, Telecom & Infrastructure, Industrial, and Others. The Consumer Electronics segment registered the highest revenue during the year 2023. However, the Automotive & Mobility segment will showcase the highest growth rate during the forecast period. The main driver of the Automotive & Mobility segment in the Gallium Nitride Market is the increasing demand for self-driving, or autonomous, cars. The lidar (light distancing and ranging) system in the newer car models uses Gallium Nitride technology as it enables the laser signal to be fired at higher speeds than a comparable silicon component. Similar lidar technology is being designed into augmented reality headsets, providing users with three-dimensional real-time images. The application of lidar technology with Gallium Nitride technology at its source is used in various new robots which would increase the demand for Gallium Nitride during the forecast period.

For a better understanding of the market adoption of the Gallium Nitride industry, the market is analyzed based on its worldwide presence in countries such as North America (U.S.A., Canada, and Rest of North America), Europe (Germany, United Kingdom, France, Spain, Italy, and Rest of Europe), Asia-Pacific (China, Japan, India, Australia, and Rest of Asia-Pacific), Rest of World. APAC captured a significant share of the Gallium Nitride market in 2023. The primary driver for the Gallium Nitride market in the Asia-Pacific (APAC) region is the rapid industrialization and technological advancements in countries like China, Japan, and South Korea. This region is home to major electronics and semiconductor manufacturers who are investing heavily in Gallium Nitride technology to enhance the efficiency and performance of their products. The increasing adoption of electric vehicles (EVs) and the expansion of renewable energy infrastructure in APAC are significantly boosting the demand for high-efficiency power electronics, where N-Type Gallium Nitride plays a crucial role. Furthermore, the rollout of 5G networks and the rising demand for advanced communication systems in these countries drive the need for high-frequency, high-power RF components, further propelling the Gallium Nitride market. The support from government initiatives and investments in semiconductor manufacturing and research also contribute to the robust growth of the Gallium Nitride market in the APAC region.

Some of the major players operating in the market include Innoscience, Power Integration (PI), Navitas Semiconductor, EPC, Infineon Technologies, Renesas, Texas Instruments, STMicroelectronics, Fujitsu Limited, and Toshiba Corporation.

TABLE OF CONTENTS

1.MARKET INTRODUCTION

• 1.1. Market Definitions
• 1.2. Main Objective
• 1.3. Stakeholders
• 1.4. Limitation

2.RESEARCH METHODOLOGY OR ASSUMPTION

• 2.1. Research Process of the Gallium Nitride Market
• 2.2. Research Methodology of the Gallium Nitride Market
• 2.3. Respondent Profile

3.EXECUTIVE SUMMARY

• 3.1. Industry Synopsis
• 3.2. Segmental Outlook
  • 3.2.1. Market Growth Intensity
• 3.3. Regional Outlook

4.MARKET DYNAMICS

• 4.1. Drivers
• 4.2. Opportunity
• 4.3. Restraints
• 4.4. Trends
• 4.5. PESTEL Analysis
• 4.6. Demand Side Analysis
• 4.7. Supply Side Analysis
  • 4.7.1. Analysis Merger & Acquisition
  • 4.7.2. Investment Scenario
  • 4.7.3. Industry Insights: Leading Startups and Their Unique Strategies

5.Pricing Analysis

• 5.1. Regional Pricing Analysis
• 5.2. Price Influencing Factors

6.GLOBAL GALLIUM NITRIDE MARKET REVENUE (USD MN), 2022-2032F

7.MARKET INSIGHTS BY TYPE

• 7.1. P-Type
• 7.2. N-Type

8.MARKET INSIGHTS BY APPLICATION

• 8.1. Automotive & Mobility
• 8.2. Consumer Electronics
• 8.3. Telecom & Infrastructure
• 8.4. Industrial
• 8.5. Others

9.MARKET INSIGHTS BY REGION

• 9.1. North America
  • 9.1.1. USA
  • 9.1.2. Canada
  • 9.1.3. Rest of NA
• 9.2. Europe
  • 9.2.1. Germany
  • 9.2.2. United Kingdom
  • 9.2.3. Spain
  • 9.2.4. France
  • 9.2.5. Italy
  • 9.2.6. Rest of Europe
• 9.3. Asia Pacific
  • 9.3.1. China
  • 9.3.2. India
  • 9.3.3. Japan
  • 9.3.4. Australia
  • 9.3.5. Rest of APAC
• 9.4. Rest of World

10.VALUE CHAIN ANALYSIS

• 10.1. Marginal Analysis
• 10.2. List of Market Participants

11.COMPETITIVE LANDSCAPE

• 11.1. Competition Dashboard
• 11.2. Competitor Market Positioning Analysis
• 11.3. Porter Five Forces Analysis

12.COMPANY PROFILED

• 12.1. Innoscience
  • 12.1.1. Company Overview
  • 12.1.2. Key Financials
  • 12.1.3. SWOT Analysis
  • 12.1.4. Product Portfolio
  • 12.1.5. Recent Developments
• 12.2. Power Integration (PI)
• 12.3. Navitas Semiconductor
• 12.4. EPC
• 12.5. Infineon Technologies
• 12.6. Renesas
• 12.7. Texas Instruments
• 12.8. ST Microelectronics
• 12.9. Fujitsu Limited
• 12.10. Toshiba Corporation

13.ACRONYMS & ASSUMPTION

14.ANNEXURE