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TrendForce:2021 The Third-Generation Semiconductor Power Application Market Report


1 October 2021 Semiconductors TrendForce

1. Introduction

  • Definition of third-generation semiconductors
  • Power semiconductor development trend
  • Brief introduction of the third-generation semiconductor power industry chain
  • Third-generation semiconductor power application scenarios
  • China's third-generation semiconductor investment

2. SiC power- semiconductor industry chain analysis

  • Global SiC industry pattern
  • Supply chain situation
  • Equipment—Single crystal growth / Epitaxy / Chip manufacturing / Chinese supplier progress
  • Key raw material—High purity Carbon powder
  • SiC Substrate—Introduction / Company / Competitive landscape / Mass production process / Technical parameter comparison / Wafer size & price trends / Main preparation technology / China production line layout / China production capacity
  • SiC Epitaxy—Competitive landscape / Main preparation technology
  • SiC Power discrete & module—Introduction / Development History / Device structure / SBD / MOSFET / Full-SiC Module / Company / Competitive landscape / Patent landscape / Price / Market scale / China production line layout
  • Foundry

3. GaN power- semiconductor industry chain analysis

  • Global GaN industry pattern
  • Supply chain situation
  • Equipment—Epitaxy
  • Key raw material—Gallium metal
  • Si Substrate—Competitive landscape
  • GaN Epitaxy—Introduction / Competitive landscape / Company business comparison / Main preparation technology
  • GaN power device—Introduction / Development History / Device structure / HEMT / Company / Competitive landscape / Patent landscape / Supply chain / Price / Market scale / China production line layout
  • Foundry

4. Analysis of third-generation semiconductor power application

  • NEV—Core application scenarios of third-generation semiconductors / Supply chain / Main inverter / OBC / DC-DC converter / Lidar / Layout of Chinese SiC company / Layout of Chinese CarMaker / Progress in Adoption of SiC / Progress in Adoption of GaN / SiC/GaN penetration rate estimation / Power SiC market scale / Power GaN market scale
  • Consumer—Core application scenarios of GaN / Supply chain / Development trend / Technical route / Market Distribution / Competitive landscape / GaN penetration rate estimation / Power GaN market scale
  • PV & Energy storage—Introduction / Supply chain / SiC penetration rate estimation / Power SiC market scale

5. Analysis of China supply-demand relationship in the third-generation semiconductor power market

  • SiC substrate supply pattern
  • SiC wafer demand—NEV / Charging Station / PV & Energy storage
  • N-Type substrate of SiC production capacity
  • Summary of SiC wafer supply-demand relationship
  • GaN-on-Si wafer demand—Consumer / Data center / NEV
  • GaN-on-Si Epi-wafer production capacity
  • Summary of GaN wafer supply-demand relationship

6. Analysis of major companies in the third-generation semiconductor power industry chain

  • Wolfspeed
  • Infineon 
  • STM
  • Onsemi
  • Rohm
  • Navitas
  • GaN Systems
  • TankeBlue
  • SICC
  • Sanan
  • BYD Semiconductor
  • Innoscience
  • BASiC

7. The development trend and strategy suggestion of the third-generation semiconductor industry

For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms. Latte Chung from the Sales Department at lattechung@trendforce.com


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