功率GaN，极速扩张，增长600%

Core Insights - The article highlights a significant acceleration in artificial intelligence development by 2025, alongside a growing demand for efficient power in data centers and telecommunications infrastructure [2] - The power GaN market is projected to grow over tenfold from 2020 to 2025, reaching $2.9 billion by 2030, with a compound annual growth rate (CAGR) of 42% from 2024 to 2030 [2] - Consumer applications, particularly fast chargers and home appliances, are identified as the main growth drivers, expected to account for over 50% of the market by 2030 [2] - Automotive and mobility sectors are also significant growth engines, with GaN applications in ADAS and onboard chargers anticipated to capture about 19% of the market by 2030 [2][3] Market Dynamics - The industrial and grid sectors are emerging as the third major growth driver for power GaN, with strong opportunities in robotics and motor drives expected to accelerate around 2028-2029 [3] - The power GaN industry has entered a consolidation phase since 2023, driven by major mergers and acquisitions, such as Infineon's $830 million acquisition of GaN Systems [6] - Over $1.25 billion has been invested in the sector in recent years, indicating robust market momentum [6] Technological Advancements - The industry is rapidly transitioning from 6-inch to 8-inch wafers, with expectations that 8-inch will meet over 80% of demand by 2030 [8] - Innovations in GaN epitaxy are focused on reducing costs, with platforms like AIXTRON's G10 MOCVD expected to lower epitaxy costs significantly [9] - New GaN devices, including those over 1200V and 600-650V, are set to be launched by companies like Navitas and Infineon, enhancing the application in next-generation microinverters [9]