게이트 드라이버 IC 세계 시장 규모는 2024년에 15억 7,000만 달러에 달했습니다. 향후 IMARC Group은 2033년에는 24억 8,000만 달러에 달해 2025년부터 2033년까지 4.95%의 연평균 성장률(CAGR)을 기록할 것으로 예상하고 있습니다. 이 시장은 특히 신흥국의 급속한 도시화 및 인프라 개발, 세계 지속가능성에 대한 관심 증가, 제조 공정의 지속적인 기술 발전에 힘입어 꾸준한 성장세를 보이고 있습니다.
주요 시장 촉진요인 : 전기자동차(EV)의 보급으로 전력을 효율적으로 관리하고 공급하기 위해 필수적인 게이트 드라이버 IC에 대한 수요가 증가하고 있습니다. 또한, 재생에너지 시스템, 특히 태양광 및 풍력발전에 대한 지출이 증가함에 따라 에너지 변환 및 출력을 강화하는 스마트 게이트 드라이버 IC에 대한 수요가 증가하고 있습니다.
주요 시장 동향 : 주요 시장 동향 중 하나는 고성능, 소형 시스템 크기를 실현하기 위해 소형화 및 집적화를 지원하는 게이트 드라이버 IC에 대한 수요가 증가하고 있다는 점입니다. 탄화규소(SiC)와 질화갈륨(GaN) 기술은 더 높은 효율과 열 성능을 제공할 수 있습니다. 이러한 특성은 고성능 전력 애플리케이션에 이상적입니다.
지리적 동향 : 아시아태평양은 대규모 전자제품 제조 기반이 있는 가장 큰 시장이며, 중국, 일본 등의 국가에서 EV 판매가 증가함에 따라 게이트 드라이버 IC의 중요한 시장으로 부상하고 있습니다. 북미와 유럽 시장도 재생 가능한 첨단 자동차 기술의 주요 관심 분야입니다.
경쟁 상황 : 게이트 드라이버 IC 시장 분석에 따르면, 이 시장은 Infineon Technologies, Texas Instruments, ON Semiconductor가 주요 혁신 기업으로서 시장 지위를 유지하기 위해 노력하고 있으며, 경쟁이 치열합니다. 각 업체들은 제품 포트폴리오와 시장에서의 입지를 강화하기 위해 인수합병(M&A), 전략적 파트너십 등의 전략을 구사하고 있습니다.
도전과 기회 : 탄화규소(SiC) 및 질화갈륨(GaN) 어드밴스드 게이트 드라이버 IC 개발의 복잡성과 가격 연동성은 큰 성장 요인으로 작용하고 있습니다. 그러나 이는 비용 효율적인 대안을 가진 벤더들이 다양한 애플리케이션에서 고효율 전원 공급장치의 채택이 증가하고 있는 것을 활용할 수 있는 기회이기도 합니다.
전기자동차(EV) 도입 증가
전기자동차(EV)의 수요 증가도 세계 게이트 드라이버 IC 시장 성장의 주요 시장 촉진요인입니다. 세계 각지에서 다양한 EV 실증사업이 지속적으로 실시되고 있으며, 청정에너지 추진이 세계 표준으로 자리 잡으면서 EV 판매가 증가하고 있습니다. 또한, 전기자동차(EV)의 파워트레인에 게이트 드라이버 IC를 사용함으로써 전기 모터와 인버터의 성능을 향상시키고, 전원 관리 및 효율화에 큰 영향을 미치고 있습니다. 시장 조사 보고서에 따르면, 세계 전기자동차 시장 규모는 2023년 2,560만 대에 달했으며, IMARC Group은 2032년까지 3억 8,130만 대에 달할 것으로 예상하고 있으며, 2024-2032년 연평균 성장률(CAGR)은 34%에 달할 것으로 예측하고 있습니다. 따라서 게이트 드라이버 IC 시장의 수익을 크게 뒷받침하고 있습니다. 또한, 반도체 분야의 기술 혁신으로 고성능 게이트 드라이버 IC의 소형화, 고효율화가 진행되어 EV 분야로의 도입이 진행되고 있습니다. 또한, 자율주행차 및 커넥티드카로의 전환에 따라 고도의 전원 관리 솔루션도 요구되고 있습니다. 따라서 이것이 시장을 크게 뒷받침하고 있습니다.
재생에너지 시스템에 대한 수요 증가
전 세계적으로 태양광 및 풍력발전과 같은 재생에너지에 대한 관심이 높아지면서 게이트 드라이버 IC에 대한 수요가 증가하고 있습니다. 여기에는 재생에너지 시스템에 사용되는 전력 인버터 및 컨버터가 포함됩니다. 태양광 패널이나 풍력 터빈에서 생산된 직류 전력을 계통 연계형 교류 전력으로 변환하는 비용 효율적이고 신뢰할 수 있는 제품입니다. 기후변화에 대응하고 화석연료에 대한 의존도를 낮추기 위해 각국 정부와 세계 각국의 조직이 재생에너지 인프라에 대한 투자를 늘리면서 전원 관리 솔루션에 대한 요구가 증가하고 있습니다. 이에 따라 게이트 드라이버 IC는 정확한 전력 전자 장치 제어를 통해 재생에너지 시스템의 성능 및 효율성 향상, 에너지 효율 향상, 시스템 안정성 향상 등의 애플리케이션을 실현하는 데 중요한 역할을 하고 있습니다. 따라서 게이트 드라이버 IC에 대한 수요가 증가하고 있습니다. 또한, 스마트 그리드 기술 및 재생에너지원을 이용한 에너지 저장 시스템의 보급으로 인해 보다 진보된 파워 일렉트로닉스에 대한 요구가 가속화되고 있는 것도 시장 성장을 촉진하고 있습니다.
산업 자동화의 발전
산업 자동화가 확산되고 스마트 제조 방법이 점점 더 많이 채택되고 있으며, 이는 게이트 드라이버 IC 시장의 성장을 촉진하는 주요 요인이 되고 있습니다. 게이트 드라이버 IC는 현대 산업 애플리케이션에서 모터 구동, 로봇 공학 및 자동 기계의 파워 일렉트로닉스를 제어하는 데 필수적입니다. 이러한 IC는 전력 관리를 간소화하고, 작동 시 시스템 성능을 향상시키며, 자동화 시스템의 신뢰성을 높입니다. 이와 함께 제조 공정의 정확성, 효율성, 유연성에 대한 요구가 높아지면서 게이트 드라이버 IC의 채택이 증가하고 있습니다. 또한, 인더스트리 4.0(산업/생산 업무에 디지털 기술을 통합하는 산업)에 대한 시장의 관심이 높아지면서 첨단 전력전자 솔루션에 대한 수요도 증가하고 있습니다. 게이트 드라이버 IC는 상호연결된 스마트 산업용 장치의 작동을 촉진하고 예지보전, 실시간 모니터링, 에너지 절감을 실현합니다. 또한 반도체 기술의 지속적인 발전으로 고성능 게이트 드라이버가 도입되어 게이트 드라이버 IC의 시장 전망은 밝습니다.
The global gate driver IC market size reached USD 1.57 Billion in 2024. Looking forward, IMARC Group expects the market to reach USD 2.48 Billion by 2033, exhibiting a growth rate (CAGR) of 4.95% during 2025-2033. The market is experiencing steady growth driven by rapid urbanization and infrastructural development, particularly in emerging economies, the rising focus on sustainable practices across the globe, and continuous technological advancements in manufacturing processes.
Major Market Drivers: The adoption of electric vehicles (EVs) escalates the demand for gate driver ICs which are indispensable in managing and delivering power efficiently. Moreover, the growing spending on renewable energy systems, especially solar and wind, increases the demand for smart gate driver ICs to enhance energy conversions and output.
Key Market Trends: One of the major gate driver IC market trends includes the rise in the demand for gate driver ICs supporting small size and integration means to enable high performance and compact system size. Silicon Carbide (SiC) and Gallium Nitride (GaN) technologies are also able to provide greater efficiency and thermal performance. These characteristics are ideal for high-performance power applications.
Geographical Trends: The Asia-Pacific region is the largest market due to a large electronics manufacturing base, and the growth in EV sales in countries such as China and Japan, making it a significant gate driver IC market. North American and European markets, as well are major focus areas in renewable and cutting-edge automotive technologies.
Competitive Landscape: According to the gate driver IC market analysis, the market is competitive with Infineon Technologies, Texas Instruments, and ON Semiconductor being the key leading innovators trying to maintain their market positions. To enhance their product portfolio and presence in the market companies use strategies, such as mergers and acquisitions, and strategic partnerships.
Challenges and Opportunities: The significant complexity and price linkage associated with developing silicon carbide (SiC) and gallium nitride (GaN) advanced gate driver ICs represent significant growth factors. However, this also provides opportunities for vendors with cost-effective substitutes to capitalize on the rising adoption of high-efficiency power supplies in various applications.
Increasing adoption of electric vehicles (EVs)
Increasing demand for electric vehicles (EVs) is also a major market driver for the growth of the global gate driver IC market. Diverse EV demonstration enterprises around the world continue to be enforced and clean energy promotion is becoming a global standard, which in turn is increasing the sales of EVs. Additionally, the use of gate driver ICs in electric vehicle (EV) powertrains has a significant impact on power management and efficiency by improving the performance of electric motors and inverters. According to a market research report, the global electric vehicle market size reached 25.6 million units in 2023. IMARC Group expects the market to reach 381.3 million units by 2032, exhibiting a growth rate (CAGR) of 34% during 2024-2032. Therefore, this is significantly supporting the gate driver IC market revenue. Furthermore, technological innovation in the field of semiconductors has allowed high-performance gate driver ICs to become smaller and more efficient which is helping increase their implementation in the EV sector. In addition, the roll towards autonomous and connected vehicles also necessitates advanced power management solutions. Therefore, this is significantly supporting the market.
Growing demand for renewable energy systems
The escalating inclination toward renewable energy sources such as solar power and wind power, at the global level, is propelling the demand for gate driver ICs. These include power inverters and converters used in renewable energy systems. It secures cost-effective and reliable transformation from DC power produced by solar panels and wind turbines into grid-compliant AC power. As governments and global organizations are investing more in renewable energy infrastructures to fight climate change and reduce dependency on fossil fuels, more need for power management solutions arises. Along with this, the gate driver ICs play an important role in enabling applications such as renewable energy system performance and efficiency improvements due to precise power electronic device control, increased energy efficiency, and improved system stability. Thus, this is propelling the gate driver IC demand. Moreover, the accelerating need for more advanced power electronics resulting from the penetration of smart grid technologies and energy storage systems utilizing renewable energy sources is propelling the market.
Advancements in industrial automation
Industrial automation has proliferated, and smart manufacturing practices are increasingly being adopted, which are major factors driving the gate driver IC market growth. Gate driver ICs are crucial to controlling power electronics in motor drives, robotics, and automatic machines in modern industrial applications. These ICs enable power management to be streamlined, improve system performance in operation, and increase the reliability of automated systems. Along with this, the rising requirement for precision, efficiency, and flexibility in manufacturing processes is driving the adoption of gate driver ICs. Furthermore, increasing market focus on Industry 4.0 (driving for integration of digital technologies into industrial/production operations) is also supporting the demand for sophisticated power electronics solutions. Gate driver ICs facilitate the operation of interconnected, smart industrial devices for predictive maintenance, real-time monitoring, and energy savings. Further, ongoing advancements in semiconductor technologies are resulting in the introduction of high-performance gate drivers which is creating a positive gate driver IC market outlook.
MOSFET dominates the market
MOSFETs (Metal-Oxide-Semiconductor Field-Effect Transistors) are the leading type of transistors due to their wide field of application in circuits and the high-performance characteristics of MOSFET. Due to their high efficiency, fast switching properties, and ease of integration into various electronic circuits, these transistors play an indispensable role in the field of consumer electronics and industrial power management applications. According to the gate driver IC market forecast, the increasing need for miniaturization and low-energy solutions is driving the adoption of MOSFETs, particularly in electric vehicles and energy harvesting applications, and remote-control devices which find ideal applications in IoT. Furthermore, improvements in MOSFET technology, such as better thermal handling and lowered on-state resistance are enhancing the durability and effectiveness of MOSFETs, thereby establishing their leadership in the transistor market.
Si holds the largest share of the market
Silicon (Si) is the largest semiconductor material segment in the market, due to the abundance of silicon, low cost, and well-established manufacturing processes. According to the gate driver IC market report, the qualities that make silicon important are its excellent electrical properties, including its high electron mobility and stability, making it an essential material for a vast number of semiconductor devices, from microprocessors to memory chips, and power electronics. Its versatility and reliability have helped establish its place in the diversification of high-performing materials in the advancement of contemporary technologies across a range of sectors, including consumer electronics to automotive and industrial applications. Furthermore, the vast amount of infrastructure on silicon semiconductor fabrication has been another factor that has sustained silicon's position, despite alternative materials such as silicon carbide (SiC) and gallium nitride (GaN) materializing for specialized applications.
Discrete holds the largest share of the market
The gate driver IC market overview states that discrete devices are the dominant segment in the semiconductor market, as they fulfil the key functions and enable the flexibility required in electronic circuit design. Contained within the individually packaged canisters are transistors, diodes, and resistors, which provide the designer with the opportunity to tailor and fine-tune certain parameters in the circuit performance. As discrete attachment is a method that allows fine control over where to place components and how they will perform, it is crucial for high-reliability and high-power applications such as automotive, industrial, and consumer applications. In addition, continued demand for discrete components stems from the straightforward process of replacing and repairing these components, and their compatibility with a variety of circuit board designs. This flexibility and adaptability enable discrete components to continue leading the gate driver IC industry, serving the varied and heterogeneous requirements created by modern electronics.
Optical isolation dominates the market
Optical isolation is the market segment holding the largest portion of the market share as it is one of the gate driver IC market recent developments that is capable of providing electrical isolation and signal transmission between different parts of the circuit. Using light to transfer information over an isolation barrier ensures that the high voltage side cannot directly affect the control side of the system, both protecting any sensitive electronics and the user. In addition, traditional applications include optical isolators for use in industrial automation, power supplies, and communication systems, where these devices are valued for their ability to operate at high temperatures and their low noise susceptibility. Moreover, the rising need for sophisticated electronic systems with increasing security features and better signal clarity influences the demand for optical isolation and reaffirms its market dominance. Additionally, improvements in the technology of the optoelectronic components and devices are continuously enhancing the performance and efficiency of the optical isolators, acting as gate driver IC market recent opportunities.
Asia Pacific exhibits a clear dominance, accounting for the largest gate driver IC market share
The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa. According to the report, Asia Pacific represented the largest market.
The Asia-Pacific region leads the market size, mainly due to its operational efficiencies and august supply chains, and the growth prospects in advancements owing to immense investments in technology. The whole system is a production hub for electronics of all kinds including consumer electronics, automotive, industrial, and electronics. In addition, the region's market command is further reinforced by an abundance of semiconductor fabrication plants and foundries as well as strong government backing and beneficial policies. Apart from this, the region is adopting sophisticated technology such as 5G, artificial intelligence, and electric vehicles at a rapid pace, and these types of advanced semiconductor components. Moreover, Asia Pacific, with the largest gate driver IC market share, maintains its position driven by its sustained investment in cumbersome R&D to accommodate the growing semiconductor manufacturing technology ecosystem globally.
The market research report has also provided a comprehensive analysis of the competitive landscape in the market. Detailed profiles of all major companies have also been provided. Some of the major market players in the gate driver IC industry include:
(Please note that this is only a partial list of the key players, and the complete list is provided in the report.)
Major companies are investing in R&D to expand their capabilities and maintain a competitive edge. Additionally, the interest of gate driver IC companies is for innovations related to semiconductor materials (SiC, GaN) to allow top performance and energy saving in high-power applications. Along with this, the companies continue to explore strategic partnerships and collaborations to increase the market footprint and co-developing technology. Moreover, the accelerating investments into increasing manufacturing capacity, as well as in the development and adoption of advanced methodologies, such as EUV lithography allow the production of smaller and more performative chips. These actions are geared towards addressing escalating demand for chips drawn by newer technologies including 5G, artificial intelligence, and electric cars.
June 06, 2024: Infineon Technologies AG launched OPTIGA(TM) Authenticate NBT, a high-performance NFC I2C bridge tag that enables one-tap authentication and secure IoT device design According to the company, it is the only asymmetric cryptography tag on the market as it signs and verifies the activities, and type by NFC platform Verified 4 tags.
April 19, 2024: Hitachi Power Semiconductor Device Ltd & Sagar Semiconductors Pvt. signed a memorandum of understanding to collaborate in marketing high-power devices, including IGBTs and SiC as well as new product development and technology transfer related to high voltage diode. This collaboration is an effort to further strengthen the semiconductor ecosystem in India and supports the 'Make-in-India' initiative.