Table of Content

Strategic Imperatives
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the WBG Semiconductor Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Growth Opportunity Analysis
Scope of Analysis
WBG Semiconductors—Definition and Significance of GaN and SiC
The Si Dilemma and the WBG Solution
Differentiation between Silicon and WBG Semiconductors
Differentiation between Silicon and WBG Semiconductors (continued)
Properties and the Impact of WBG Devices on System Performance
Composition of the WBG Semiconductor Market—2022 and 2032
Segmentation by End Users
Segmentation by Voltage Rating
Key Competitors
Growth Metrics
Distribution Channels
Growth Drivers
Growth Driver Analysis
Growth Driver Analysis (continued)
Growth Driver Analysis (continued)
Growth Driver Analysis (continued)
Growth Driver Analysis (continued)
Growth Driver Analysis (continued)
Growth Restraints
Growth Restraint Analysis
Growth Restraint Analysis (continued)
Growth Restraint Analysis (continued)
Growth Restraint Analysis (continued)
Growth Restraint Analysis (continued)
Forecast Assumptions
Revenue Forecast
Revenue Forecast by Material
SiC and GaN Semiconductors—A Comparison
SiC Manufacturing Value Chain
GaN Manufacturing Value Chain
Revenue Forecast by End User
Emerging Applications Employing WBG Semiconductors
Penetration of SiC and GaN in the Global Semiconductor Landscape
Revenue Forecast by Region
Global Semiconductor–focused Policies and Initiatives
Revenue Forecast by Voltage Ratings
Revenue Forecast by Component
Revenue Forecast Analysis
Revenue Forecast Analysis (continued)
Revenue Forecast Analysis (continued)
WBG Semiconductors Enable Cost Savings
Pricing Trends and Forecast Analysis
Pricing Trends and Forecast Analysis (continued)
Competitive Environment
Revenue Share
Revenue Share Analysis
Revenue Share Analysis (continued)
Competitiveness of Major Companies
Analysis of Competition
Analysis of Competition (continued)
Top Participants—Product and Application Highlights, 2022
Top Participants—Product and Application Highlights, 2022 (continued)
Market Trends
Trend 1: Semiconductor Wafer Size Evolution
Trend 1: Semiconductor Wafer Size Evolution (continued)
Trend 2: The Case of Diamond as a WBG Semiconductor
Trend 2: The Case of Diamond as a WBG Semiconductor (continued)
Trend 3: Vertical GaN (GaN-on-GaN)
Trend 4: Packaging Trends in WBG Semiconductors
Trend 4: Packaging Trends in WBG Semiconductors (continued)
Trend 5: Move from Planar to Trench SiC Transistor Structures for Higher Power Density and Lower Conduction Resistance
Indian WBG Semiconductor Ecosystem
Indian Electronics Ecosystem and the Demand for Chips
The Indian Semiconductor Policy
India WBG Semiconductor Ecosystem
Growth Opportunity Analysis—Automotive
Growth Metrics
Revenue Forecast
Revenue Forecast by Material
Revenue Forecast by Region
Revenue Forecast by Voltage Ratings
Revenue Forecast by Component
Forecast Analysis
Forecast Analysis (continued)
Forecast Analysis (continued)
Typical Automotive SiC Supply Chain
Automakers are Manufacturing and Designing Traction Inverters In-House
2023 Tesla Investor Day Presentation Takes the WBG Market by Storm
SiC Compared to Si in EV Powertrain
Competitive Environment
Revenue Share
Growth Opportunity Analysis—Industrial
Growth Metrics
Revenue Forecast
Revenue Forecast by Material
Revenue Forecast by Region
Revenue Forecast by Voltage Ratings
Revenue Forecast by Component
Forecast Analysis
Forecast Analysis (continued)
Competitive Environment
Revenue Share
Growth Opportunity Analysis—Consumer Electronics
Growth Metrics
Revenue Forecast
Revenue Forecast by Material
Revenue Forecast by Region
Revenue Forecast by Voltage Ratings
Revenue Forecast by Component
Forecast Analysis
Forecast Analysis (continued)
Competitive Environment
Growth Opportunity Analysis—Communication & IT
Growth Metrics
Revenue Forecast
Revenue Forecast by Material
Revenue Forecast by Region
Revenue Forecast by Voltage Ratings
Revenue Forecast by Component
Forecast Analysis
Forecast Analysis (continued)
5G Deployments—State of Affairs, 2022
Competitive Environment
Growth Opportunity Analysis—Energy & Utility
Growth Metrics
Revenue Forecast
Revenue Forecast by Material
Revenue Forecast by Region
Revenue Forecast by Voltage Ratings
Revenue Forecast by Component
Forecast Analysis
Forecast Analysis (continued)
WBG Semiconductors—Aiding in Enabling the Green Hydrogen Economy
Competitive Environment
Revenue Share
WBG Semiconductors and Sustainability
Top 5 Trends for Sustainability and the Circular Economy
Semiconductor Ecosystem Alignment with UN SDGs Critical to Paving the Path to Decarbonization
Semiconductor Ecosystem Alignment with UN SDGs Critical to Paving the Path to Decarbonization (continued)
UN Sustainable Development Goals
STMicroelectronics
Onsemi
Infineon Technologies
Navitas Semiconductor
Growth Opportunity Universe
Growth Opportunity 1: GaN Devices in Power Electronic Applications
Growth Opportunity 1: GaN Devices in Power Electronic Applications (continued)
Growth Opportunity 2: Digital Transformation
Growth Opportunity 2: Digital Transformation (continued)
Growth Opportunity 3: Boosting Profits through Sustainability
Growth Opportunity 3: Boosting Profits through Sustainability (continued)
Growth Opportunity 4: Next-Generation Inspection and Metrology Techniques
Growth Opportunity 4: Next-Generation Inspection and Metrology Techniques (continued)
Growth Opportunity 5: Quality and Supply Security with Vertical Integration
Growth Opportunity 5: Quality and Supply Security with Vertical Integration (continued)
Growth Opportunity 6: Power Efficiency Legislations Across End-user Industries
Growth Opportunity 6: Power Efficiency Legislations Across End-user Industries (continued)
Growth Opportunity 7: Industry 4.0 and Automation
Growth Opportunity 7: Industry 4.0 and Automation (continued)
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