集邦咨询：2030年GaN功率器件市场规模将攀升至35.1亿美元

Group 1 - Gallium Nitride (GaN) has become a significant growth point in the power electronics market, driven by its superior material properties that enable high-frequency, high-efficiency, and miniaturized power applications [1] - TrendForce forecasts that the GaN power device market size will grow from $390 million in 2024 to $3.51 billion by 2030, with a compound annual growth rate (CAGR) of 44% [1] - Initially, GaN technology emerged in fast chargers for consumer electronics, but its application is rapidly expanding into high-end industrial and automotive sectors, including AI data centers, humanoid robots, automotive OBCs, and photovoltaic micro-inverters [1] Group 2 - Humanoid robots are transitioning from research labs to commercial applications, with GaN expected to be a key solution for precise, responsive, and compact motor control systems [2] - In the automotive market, GaN is becoming an important emerging technology option, significantly improving the power density and efficiency of on-board chargers (OBCs) [2] - Despite challenges, GaN technology shows great application potential for traction inverter components, enhancing the performance and range of electric vehicles [2] Group 3 - The GaN power market has officially entered a golden growth period driven by cost-effectiveness and concurrent applications across multiple fields [3] - Significant deployment of GaN technology is anticipated in key areas such as data centers, electric vehicles, robotics, and renewable energy in the coming years [3]