半导体大厂强强合作，氮化镓产业迎变局

集邦化合物半导体01-29

随着全球AI浪潮汹涌而至以及绿色能源转型的迫切需求，第三代半导体氮化镓（GaN）产业正迎来关键的黄金发展期。根据全球市场研究机构TrendForce集邦咨询预估，全球GaN功率元件市场规模将以高达44%的年复合增长率，从2024年的3.9亿美元一路攀升至2030年的35.1亿美元。在这一高速增长的背景下，晶圆代工龙头的策略调整引发了产业链的重塑——台积电虽计划逐步淡出氮化镓代工业务，但通过技术授权...

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changes","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1.95,"03145":0.6,"UMC":1.87},"content_text":"随着全球AI浪潮汹涌而至以及绿色能源转型的迫切需求，第三代半导体氮化镓（GaN）产业正迎来关键的黄金发展期。根据全球市场研究机构TrendForce集邦咨询预估，全球GaN功率元件市场规模将以高达44%的年复合增长率，从2024年的3.9亿美元一路攀升至2030年的35.1亿美元。在这一高速增长的背景下，晶圆代工龙头的策略调整引发了产业链的重塑——台积电虽计划逐步淡出氮化镓代工业务，但通过技术授权模式，将其深厚的技术底蕴转移至世界先进与格芯（GlobalFoundries）等合作伙伴，不仅确立了更精细化的产业分工，更为数据中心、电动汽车及人形机器人等前沿应用注入了强劲的发展动能。世界先进获台积电授权，打造全方位氮化镓代工平台1月28日，世界先进正式宣布与台积电签署技术授权协议，引入其650V高压与80V低压氮化镓制程技术。这项合作预计于2026年初启动开发作业，并计划在2028年上半年实现量产。此次授权对#世界先进而言具有里程碑意义。通过将硅基底功率氮化镓（GaN-on-Si）制程扩展至高压应用，并结合其原有的新基底功率氮化镓（GaN-on-QST）平台，世界先进将成为全球唯一能同时提供两种不同基板制程的晶圆代工服务商。这一布局使其产品线完整覆盖了从低于200V的低压、650V高压到1200V超高压的解决方案，能精准满足数据中心、车用电子、工业控制及能源管理等领域对高效率电能转换的严苛需求。同时，该公司计划在成熟的8英寸晶圆平台上进行验证，以确立制程的稳定性与高良率。台积电策略转向：聚焦AI主战场，氮化镓技术赋能合作伙伴作为晶圆代工龙头，#台积电已于2025年7月宣布将逐步退出氮化镓代工业务，并预计在2027年7月31日正式终止该项业务。这一决策背后，是台积电面对AI芯片庞大机遇的资源再分配——相较于AI芯片，氮化镓代工目前的投片量较少，对营收贡献有限且利润未达预期。然而，台积电的退场并不意味着技术的终结，其积累的丰富技术经验正通过授权形式助力产业发展。除了世界先进，格芯也于2025年11月与台积电签署了类似的650V和80V氮化镓技术授权协议。借由台积电的技术加持，格芯旨在强化其在数据中心、工业及汽车等关键电源应用领域的布局，推动半导体电源技术迈向高效能的新世代。氮化镓产业前景：从消费电子迈向“硬核”科技应用氮化镓凭借其高电子迁移率、高击穿电场及高热导率等优异特性，应用场景正从传统的消费电子快充领域，加速向更高阶的工业与科技领域渗透。在数据中心领域，氮化镓器件被广泛应用于服务器电源及不间断电源（UPS），能将电源转换效率提升至97%-99%，显著降低能耗与散热成本，成为绿色数据中心的关键技术。在新能源汽车方面，氮化镓在车载充电器（OBC）、直流变换器（DC-DC）及主逆变器中的应用日益普及，其高频特性有助于缩小设备体积并提升充电效率，进而延长电动汽车的续航里程。此外，火热的人形机器人概念也为氮化镓带来了新一轮增长点。氮化镓远超传统硅器件的开关频率，能显著提升电机电流控制精度，使机器人关节力矩控制精度达到±0.05N·m，实现动作的平滑与精准。同时，其体积小、集成度高的特点，为机器人关节内部的多传感器融合与复杂布线腾出了宝贵空间，满足了机器人对高爆发力与精细操作的双重需求。总体而言，尽管当前市场规模尚未达到巨量级，但在AI、新能源车及机器人三大引擎的驱动下，氮化镓技术正处于爆发前夜，未来发展空间极为广阔。集邦化合物半导体整理关于集邦TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域涵盖存储器、AI服务器、集成电路与半导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车科技等前沿科技领域。凭借多年深耕，集邦致力于为政企客户提供前瞻性的行业研究报告、产业分析、项目规划评估、企业战略咨询及品牌整合营销服务，是高科技领域值得信赖的决策伙伴。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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