Wide Bandgap Semiconductors in EVs and EV Supply Equipment: Global Market Analysis and Forecasts of Wide Bandgap Semiconductor Materials Silicon Carbide and Gallium Nitride in EVs and EVSE, 2023-2032

Description

List of Tables

This Guidehouse Insights report provides an overview of how WBG semiconductors are used in EVs and EVSE and the advantages SiC and GaN provide for both applications. It provides Guidehouse Insights' market forecasts to 2032 for WBG semiconductor revenues in EVs and EVSE, broken down by SiC and GaN. EVs are segmented by components where WBG semiconductors are used: main traction inverters, onboard chargers, and DC-DC converters. EVSE are segmented by DC fast charger type: <50 kW, 50-250 kW, 250-400 kW, and >400 kW. The report provides forecasts for the revenues associated with each application component and material.

Product Code: MF-WSEV-23

1. Executive Summary

1.1 Market Introduction
1.2 Market Forecast

2. Market Issues

2.1 Introduction
2.2 Semiconductor Basics
- 2.2.1 Band Gap
2.3 Wide Bandgap Semiconductors
- 2.3.1 WBG Semiconductor Materials
2.4 Uses of Wide Bandgap Semiconductors
- 2.4.1 EVs
- 2.4.2 EV Supply Equipment
2.5 Drivers
- 2.5.1 Growth in EVs
- 2.5.2 Investments from Governments and WBG Manufacturers
- 2.5.3 Growth of Fast Charging Infrastructure
- 2.5.4 Economies of Scale from Other Applications
- 2.5.5 Cost Savings from Increased Efficiency and Smaller Components
2.6 Barriers
- 2.6.1 Higher Costs and System Integration
- 2.6.2 Material, Supply Chain, and Production Limitations
- 2.6.3 Trade Protectionism

3. Industry Value Chain

3.1 Introduction
3.2 Pictorial Representation of the Value Chain
3.3 Competitive Landscape
- 3.3.1 Merger and Acquisition Activities
- 3.3.2 Business Model Evolution

4. Market Forecasts

4.1 Scope
4.2 Methodology
4.3 Key Assumptions
4.4 Results
- 4.4.1 WBG Semiconductor Revenues in EVs
  - 4.4.1.1 Main Traction Inverter
  - 4.4.1.2 Onboard Charger
  - 4.4.1.3 DC-DC Converters
- 4.4.2 WBG Semiconductor Revenue in EVSE

5. Conclusions and Recommendations

5.1 Conclusions
5.2 Three Big Takeaways
5.3 Recommendations
- 5.3.1 Collaboration and Optimization of WBG Semiconductor Usage
- 5.3.2 Continue to Expand Incentives and Investments in Production Capacity
- 5.3.3 Diversify Supply Chain

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes

Product Code: MF-WSEV-23

List of Tables

PEV Sales by Region, World Markets: 2023-2032
DC Fast Charger Sales by Region, World Markets: 2023-2032
DC <50 kW Charge Point Sales by Region, World Markets: 2023-2032
DC 50 kW-250 kW Charge Point Sales by Region, World Markets: 2023-2032
DC 250 kW-400 kW Charge Point Sales by Region, World Markets: 2023-2032
DC >400 kW Charge Point Sales by Region, World Markets: 2023-2032
WBG Semiconductor Revenue by Region, World Markets: 2023-2032

SiC Revenue by Region, World Markets 2023-2032

GaN Revenue by Region, World Markets: 2023-2032
WBG Semiconductor Revenue in EVs by Region, World Markets: 2023-2032

WBG Semiconductor Revenues in Main Traction Inverters by Region, World Markets 2023-2032

WBG Semiconductor Revenues in Onboard Chargers by Region, World Markets: 2023-2032
WBG Semiconductor Revenues in DC-DC Converters by Region, World Markets: 2023-2032
SiC Revenue in EVs by Region, World Markets: 2023-2032

SiC Revenues in Main Traction Inverters by Region, World Markets 2023-2032

SiC Revenues in Onboard Chargers by Region, World Markets: 2023-2032
SiC Revenues in DC-DC Converters by Region, World Markets: 2023-2032
GaN Revenue in EVs by Region, World Markets: 2023-2032

GaN Revenues in Main Traction Inverters by Region, World Markets 2023-2032

GaN Revenues in Onboard Chargers by Region, World Markets: 2023-2032
GaN Revenues in DC-DC Converters by Region, World Markets: 2023-2032
WBG Semiconductor Revenue in EVSE by Region, World Markets: 2023-2032

WBG Semiconductor Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

WBG Semiconductor Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
WBG Semiconductor Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
WBG Semiconductor Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032
SiC Revenue in EVSE by Region, World Markets: 2023-2032

SiC Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

SiC Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
SiC Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
SiC Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032
GaN Revenue in EVSE by Region, World Markets: 2023-2032

GaN Revenues in DC <50 kW Chargers by Region, World Markets 2023-2032

GaN Revenues in DC 50-250 kW Chargers by Region, World Markets: 2023-2032
GaN Revenues in DC 250-400 kW Chargers by Region, World Markets: 2023-2032
GaN Revenues in DC >400 kW Chargers by Region, World Markets: 2023-2032

Bandgap Energy of Select Semiconductors

Properties of Si, SiC, and GaN

WBG Semiconductor Costs Assumptions by Application and Segmentation

List of Figures

WBG Semiconductor Revenue by Region, World Markets: 2023-2032
WBG Semiconductor Revenue by Material, World Markets: 2023-2032
SiC Revenue by Application, World Markets: 2023-2032
GaN Revenue by Application, World Markets: 2023-2032
WBG Semiconductor Revenue in EVs by Component, World Markets: 2023-2032
WBG Semiconductor Revenue in EVs by Material, World Markets: 2023-2032
WBG Semiconductor Revenue in Main Traction Inverters by Material, World Markets: 2023-2032
WBG Semiconductor Revenue in Onboard Chargers by Material, World Markets: 2023-2032
WBG Semiconductor Revenue in DC-DC Converters by Material, World Markets: 2023-2032
WBG Semiconductor Revenue in EVSE by Segment, World Markets: 2023-2032
WBG Semiconductor Revenue in EVSE by Material, World Markets: 2023-2032

Band Gap Diagram

Value Chain for WBG Semiconductors in EVs and EVSE

Regional Forecast Segments