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SiC,依然可期?
半导体行业观察· 2025-03-31 01:43
Core Viewpoint - The SiC market is expected to experience long-term growth despite a temporary slowdown in BEV shipments, with projections indicating that the power SiC market will exceed $10 billion by 2029, driven by a strong rebound in 2026 [1][5]. Group 1: Market Trends - The compound annual growth rate (CAGR) for the power SiC market is projected to be close to 20% from 2024 to 2029 [1]. - Tesla continues to dominate the SiC-based BEV market, with shipments expected to reach nearly 2 million units in 2024, although this represents a 5% decrease from 2023 [1]. - Other OEMs, particularly from China, such as BYD, NIO, Geely, and Xiaomi, are expanding their SiC-based electric vehicle offerings [1]. Group 2: Supply Chain Dynamics - Current terminal system demand may not justify the scale of capacity expansions, particularly the transition from 6-inch to 8-inch wafers [3]. - Industry feedback suggests that announced total capacity may exceed short-term consumption of SiC devices, leading suppliers to adjust production based on orders and slow down some expansion plans [3]. Group 3: Competitive Landscape - SiC and GaN have become critical components in the power semiconductor industry, with growth driven by different factors, including Tesla's early adoption of SiC in inverters [4]. - Leading manufacturers like STMicroelectronics and ON Semiconductor are experiencing revenue growth challenges in 2024, while Infineon Technologies is benefiting from diversification in automotive and industrial applications [4][5]. Group 4: Future Projections - A recovery in the power SiC market is anticipated in 2026, with the market expected to reach $10 billion within five years [5]. - The power GaN market is primarily driven by consumer applications, with recent trends showing an increase in charger power capacity to 300W and improved efficiency in appliances and motor drivers [5]. - The power GaN market is projected to grow from approximately $340 million to over $1 billion, driven by automotive and data center applications [6].