2025 Power Outlook Report
Discover the Trends Transforming the Power Semiconductor Market: AI, SiC, GaN, and China’s Growth
The power semiconductor market is navigating a complex landscape of inventory corrections across various sectors, from consumer electronics to automotive and industrial applications. Yet, amidst this volatility, certain areas are poised for remarkable growth—most notably, datacenter artificial intelligence (AI), where power semiconductors are playing a pivotal role. Additionally, the rise of compound semiconductors is generating exciting innovations that promise to reshape the industry. Discover the key expectations that define the future of the Power market in 2025.
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Five Key Market Expectations for 2025
Get a glimpse of the 2025 power semiconductor market, where AI and compound semiconductors drive innovation and fuel growth amidst industry shifts.
Here are the five key market trends to watch:
Powering the Future: How AI is Transforming Datacenter Power Systems
The rise of AI is transforming datacenter power delivery, driving shifts to more efficient power shelves and higher voltage systems. Innovations like silicon carbide (SiC) and gallium nitride (GaN) are revolutionizing power conversion, enabling datacenters to meet growing demands while boosting sustainability.
Silicon Carbide: Revolutionizing Power Semiconductors
Silicon carbide (SiC) is transforming the power semiconductor market with its efficiency, enabling smaller systems and lower costs. Its impact extends beyond datacenters to electric vehicles and renewable energy. As larger wafer sizes are adopted, SiC will drive increased capacity and competition in the industry.
GaN Power Semiconductors: Revolutionizing Fast Charging
Gallium nitride (GaN) power semiconductors are essential for fast charging and USB power delivery, offering compact designs and high power density. As GaN expands into automotive onboard chargers, LED lighting, and datacenter power supplies, it’s poised to challenge silicon carbide (SiC) in higher power applications.
China’s Power Semiconductor Surge: SiC and GaN Technologies
China is advancing in the power semiconductor industry, with over 50 companies and 15 foundries focused on silicon carbide (SiC) and gallium nitride (GaN). With more than 30 firms dedicated to SiC substrates, China surpasses Europe and the U.S., positioning itself for a significant impact by 2025.
Silicon Power Semiconductors: A Bright Future Ahead
The power semiconductor market is set for a strong recovery as the inventory correction phase ends. Silicon technologies remain dominant, with larger wafers promising cost reductions. IGBTs are crucial for battery electric vehicle adoption, while advancements in BCD technology enable smarter power solutions for automotive and industrial applications.
Key Chapters at a Glance: Unlocking 2025 Power Insights
Market Outlook
The automotive industry is rapidly embracing electrification, with battery electric vehicles (BEVs) poised for mass-market adoption driven by efficiency and cost reduction. Innovations in silicon carbide (SiC) technology are transforming power conversion devices, and as leaders like Tesla push for performance improvements, what groundbreaking advancements lie ahead?
Technical Outlook
The power semiconductor industry is rapidly evolving, with silicon carbide (SiC) and gallium nitride (GaN) technologies pushing the limits of voltage ranges and device capabilities. As electric vehicles and datacenters adopt higher voltage architectures, what groundbreaking innovations and competitive shifts lie ahead in this dynamic market?
Procurement Outlook
The semiconductor market is on track for remarkable growth, driven by soaring demand for advanced technologies like GPUs and high-bandwidth memory for AI applications. With average selling prices rising and edge AI devices gaining traction, a major technology replacement cycle is on the horizon. What will this mean for the semiconductor landscape?
Price Outlook
The discrete and optoelectronics segments are facing challenges this year, with weak demand in automotive and industrial sectors leading to rising inventories and declining average selling prices. While power transistors are projected to drop, a rebound is anticipated in the latter half of the year as market fundamentals improve. What shifts can we expect in pricing and demand as we head into next year?
Lead Time Outlook
Lead times in the semiconductor industry remain at 14 weeks, with slight increases expected in Q4 as demand picks up. Connectors have the shortest lead times at 10 weeks, while power products face the longest at 19 weeks, hinting at potential supply challenges ahead. What implications will these trends have for manufacturers and suppliers in the evolving market?
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Discover the Trends Transforming the Power Semiconductor Market: AI, SiC, GaN, and China’s Growth.
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