碳化硅市场，依旧繁荣

Core Insights - The global power semiconductor wafer market is projected to grow significantly, particularly the silicon carbide (SiC) wafer market, which is expected to expand from 143.6 billion yen in 2024 to 619.5 billion yen by 2035, representing an increase of approximately 4.3 times [1] Group 1: SiC Wafer Market - In 2024, the demand for SiC power semiconductors is expected to slow down, but sales volume is projected to increase by 81.9% year-on-year, primarily driven by Chinese wafer manufacturers [1] - The price of 6-inch wafers has decreased due to the influx of cheaper products, with a value increase of only 46.1% compared to the previous year [1] - Sales volume and revenue for 2025 are anticipated to grow by about 20% year-on-year, although the growth rate in revenue may not match that of sales volume due to declining unit prices [1] Group 2: Market Size and Trends - The 6-inch wafer currently accounts for over 90% of sales and is expected to remain the mainstream product, while the demand for 4-inch wafers is declining [2] - The 8-inch wafer market is expected to see significant growth starting in 2026, particularly in countries like China [2] Group 3: Emerging Semiconductor Technologies - The diamond wafer market is projected to take off starting in 2026, with the commercialization of 2-inch wafers expected to accelerate growth, reaching a market size of 4.6 billion yen by 2035 [3] - Aluminum nitride wafers have begun shipping 4-inch samples, with expectations for full-scale production in the future [3] - The germanium wafer is planned for development 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 decline in 2024, with growth anticipated for GaN and gallium oxide wafers as 6-inch wafers become more practical [3]