TrendForce：Power Application Markets for 3rd Generation Semiconductor

1. Introduction to 3rd Generation Semiconductor Industry

• Definition of 3rd Generation Semiconductor
• Development Trends of Power Semiconductor
• Industry Chain for 3rd Generation Semiconductor Power Components
• Power Applications for 3rd Generation Semiconductor
• Chinese Investments in 3rd Generation Semiconductor

2. Industry Chain for SiC Power Components

• Landscape of Global SiC Industry
• Overview of SiC Supply Chain
• SiC Production Equipment – Crystal Growth
• SiC Production Equipment – Epi Wafers
• SiC Production Equipment – Chips
• SiC Production Equipment – Latest Progress of Chinese Companies
• Key Material for SiC Production – HighPurity Carbon Powder
• SiC Substrates – Overview
• SiC Substrates – Suppliers
• SiC Substrates – Competitive Landscape
• SiC Substrates – Wafer Size Gap Between Chinese and Foreign Suppliers
• SiC Substrates – Comparison of Products in Terms of Specifications
• SiC Substrates – Size and Price Trends
• SiC Substrates – Main Production Methods
• SiC Substrates – Production Lines in China
• SiC Substrates – China’s Production Capacity
• SiC Epi Wafers – Suppliers
• SiC Epi Wafers – Main Production Methods
• SiC Power Components – Overview
• SiC Power Components – Development History
• SiC Power Components – SBD
• SiC Power Components – MOSFET
• SiC Power Components – Full SiC Module
• SiC Power Components – Suppliers
• SiC Power Components – Competitive Landscape
• SiC Power Components – Patent Landscape
• SiC Power Components – Price Trends
• SiC Power Components – Market Scale
• SiC Power Components – Wafer Production Lines in China
• SiC Power Components – China’s Production Capacity
• Foundries

3. Industry Chain for GaN Power Components

• Landscape of Global GaN Industry
• Overview of GaN Supply Chain
• GaN Production Equipment – Epi Wafers
• Key Material for GaN Production – Gallium Metal
• Si Substrates – Overview
• GaN Epi Wafers – Overview
• GaN Epi Wafers – Competitive Landscape
• GaN Epi Wafers – Comparison of Suppliers’ Businesses and Products
• GaN Epi Wafers – Main Production Methods
• GaN Power Components – Overview
• GaN Power Components – Development History
• GaN Power Components – HEMT
• GaN Power Components – Suppliers
• GaN Power Components – Competitive Landscape
• GaN Power Components – Patent Landscape
• GaN Power Components – Price Trends
• GaN Power Components – Market Scale
• GaN Power Components – Wafer Production Lines in China
• GaN Power Components – China’s Production Capacity
• Foundries

4. Application Scenario Analysis on 3rd Gen Semiconductor

• NEV – Core Application Scenarios for 3rd Gen Semiconductor
• NEV – Supply Chain
• NEV – Main Inverter
• NEV – OnBoard Charger (OBC)
• NEV – DC/DC Converter
• NEV – LiDAR
• NEV – Automotive SiC in China
• NEV – Deployment from Chinese Auto Manufacturers
• NEV – Progress of Vehicle Adoption for SiC
• NEV – Progress of Vehicle Adoption for GaN
• NEV – Estimated Penetration Rate of SiC/GaN
• NEV – SiC Power Market Scale
• NEV – GaN Power Market Scale
• Consumer Electronics – Core Application Scenarios for GaN
• Consumer Electronics – Supply Chain
• Consumer Electronics – Development Tendency
• Consumer Electronics – Technology Roadmap
• Consumer Electronics – GaN Market Distribution
• Consumer Electronics – Competitive Pattern
• Consumer Electronics – Projections on GaN Penetration Rate
• Consumer Electronics – GaN Power Market Scale
• PV Energy Storage – Brief Introduction
• PV Energy Storage – Supply Chain
• PV Energy Storage – Projections on SiC Penetration Rate
• PV Energy Storage – SiC Power Market Scale

5. Analysis on Supply and Demand of 3rd Gen Semiconductor Power Market

• Main Supply Structure of SiC Substrates
• SiC Wafer – Market Scale
• SiC Wafer Demand – NEV
• SiC Wafer Demand – Charging Pile
• SiC Wafer Demand – PV Energy Storage
• NType SiC Substrate Capacity in China
• Summary to the Supply and Demand for SiC Wafers in China
• GaNonSi Wafer Demand – Consumer Electronics
• GaNonSi Wafer Demand – Data Centers
• GaNonSi Wafer Demand – NEV
• Capacity for GaNonSi Epitaxial Wafers in China
• Summary to the Supply and Demand for GaNonSi Wafers in China

6. Major Suppliers of 3rd Gen Semiconductor Industry Chain

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

7. Development Tendency and Recommended Strategies for 3rd Gen 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