英飞凌：预计氮化镓市场2025年至2030年复合增长率达到44%

Core Insights - Infineon released its "2026 GaN Technology Outlook," projecting a compound annual growth rate (CAGR) of 44% for the gallium nitride (GaN) market from 2025 to 2030 [1] - Revenue from GaN technology is expected to reach $920 million in 2026, representing a 58% year-over-year increase [1] - GaN power devices are rapidly entering emerging fields such as AI data centers, robotics, electric vehicles, renewable energy, digital health, and quantum computing, driving higher performance and energy-efficient system designs [1] - By 2026, GaN technology is anticipated to further penetrate the power electronics industry [1]