碳化硅市场，依旧繁荣

Core Insights - The global silicon carbide (SiC) wafer market is projected to grow from 143.6 billion yen in 2024 to 619.5 billion yen by 2035, representing an increase of approximately 4.3 times [1] - In 2024, the demand for SiC power semiconductors is expected to slow down, but sales volume is anticipated to increase by 81.9% year-on-year, primarily driven by Chinese wafer manufacturers [1] - The 6-inch wafer currently dominates the market, accounting for over 90% of sales, while the demand for 4-inch wafers is declining [2] Group 1 - The SiC power semiconductor market is expected to see a sales volume and revenue growth of about 20% year-on-year in 2025, despite a decline in prices due to the influx of cheaper products [1] - The diamond wafer market is projected to take off starting in 2026, with the market size expected to reach 4.6 billion yen by 2035 [3] - The commercialization of 2-inch diamond wafers is anticipated to accelerate the development of the diamond power semiconductor market [3] Group 2 - The aluminum nitride (AlN) wafer samples have begun shipping, and the application range is expanding, with full-scale production expected in the future [3] - The germanium wafer is planned to be developed as a 6-inch epitaxial wafer, with sales expected to begin around 2030 [3] - The silicon wafer market is expected to stabilize from 2025 onwards after a contraction in 2024, with the 6-inch wafer's practicality driving growth in GaN and gallium oxide wafer markets [3]