DS Investment & Securities: SiC & GaN
Market Growth & Opportunities:
> The adoption of 800V architectures creates new growth opportunities for 8inch foundries, challenging traditional Si power semiconductors.
> SiC Power Market: Expected to grow at a CAGR of +20%, scaling from $3.4 billion (2024–2025) to $10.3 billion by 2030F.
> GaN Power Market: Expected to experience even faster growth at a CAGR of +44%, rising from $0.6 billion to $3.0 billion by 2030F.
Role Breakdown & Material Specialization:
> SiC: Excels in high-voltage, high-power, and high-temperature environments, serving as a partial substitute for Si IGBT. Main applications include EV inverters/OBC, 800V EVs, AI datacenters (AI DC), and energy storage systems (ESS).
> GaN: Excels in high-frequency, high-power-density, and high-efficiency power conversion, serving as a partial substitute for Si MOSFETs. Key application areas include chargers, adapters, power supply units (PSU), AI datacenters, robots, and solar power.
Infrastructure & Trends:
> Datacenter Penetration: The penetration rate of SiC/GaN within datacenter power systems is projected to increase from 17% in 2026F to over 30% by 2030F, driven heavily by new high-frequency, high-density conversion needs (such as 800V to 54V/12V transitions in AI datacenters).
> Manufacturing Shifts: SiC is currently transitioning from 6-inch to 8-inch fabrication lines, while GaN relies heavily on 8-inch GaN-on-Si processes. Long-term transitions up to 12-inch wafers are also being evaluated.
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💻Join our #webinar# on September 8 to explore ST PowerGaN portfolio, from e-mode p-GaN architecture and 100 V to 700 V devices to real-world applications in AI data centers, automotive on-board chargers, and consumer fast chargers
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To meet the new energy-efficiency requirements, we introduced the GANSPIN611 and GANSPIN612, ST’s first GaN motor drivers. Both include two GaN power transistors in a half-bridge topology.
🔍 Discover more on the #STBlog#: