1 INTRODUCTION 19
1.1 STUDY OBJECTIVES 19
1.2 MARKET DEFINITION 19
1.3 STUDY SCOPE 20
1.3.1 MARKETS COVERED 20
FIGURE 1 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET SEGMENTATION 20
1.3.2 REGIONAL SCOPE 20
1.3.3 INCLUSIONS AND EXCLUSIONS 21
1.3.3.1 By company 21
1.3.3.2 By substrate type 21
1.3.3.3 By application 21
1.3.3.4 By region 21
1.3.4 YEARS CONSIDERED 22
1.3.5 CURRENCY CONSIDERED 22
1.4 LIMITATIONS 22
1.5 STAKEHOLDERS 23
1.6 IMPACT OF RECESSION 23
2 RESEARCH METHODOLOGY 24
2.1 RESEARCH DATA 24
FIGURE 2 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: RESEARCH DESIGN 24
2.1.1 SECONDARY RESEARCH 25
2.1.1.1 List of major secondary sources 25
2.1.1.2 Key data from secondary sources 26
2.1.2 PRIMARY RESEARCH 26
2.1.2.1 Primary interviews with experts 26
2.1.2.2 List of primary interview participants 27
2.1.2.3 Breakdown of primaries 27
2.1.2.4 Key data from primary sources 28
2.1.2.5 Key industry insights 28
2.1.3 SECONDARY AND PRIMARY RESEARCH 29
2.2 MARKET SIZE ESTIMATION METHODOLOGY 30
2.2.1 BOTTOM-UP APPROACH 30
2.2.1.1 Approach to derive market size using bottom-up analysis (demand side) 30
FIGURE 3 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: BOTTOM-UP APPROACH 31
2.2.2 TOP-DOWN APPROACH 31
2.2.2.1 Approach to derive market size using top-down analysis (supply side) 31
FIGURE 4 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: TOP-DOWN APPROACH 31
2.3 FACTOR ANALYSIS 32
2.3.1 SUPPLY-SIDE ANALYSIS 32
FIGURE 5 MARKET SIZE ESTIMATION METHODOLOGY: SUPPLY-SIDE ANALYSIS (APPROACH 1) 32
FIGURE 6 MARKET SIZE ESTIMATION METHODOLOGY: SUPPLY-SIDE ANALYSIS (APPROACH 2) 33
2.3.2 GROWTH FORECAST ASSUMPTIONS 33
TABLE 1 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET GROWTH ASSUMPTIONS 33
2.4 RECESSION IMPACT 34
2.5 MARKET BREAKDOWN AND DATA TRIANGULATION 34
FIGURE 7 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: DATA TRIANGULATION 35
2.6 RESEARCH ASSUMPTIONS 36
TABLE 2 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: RESEARCH ASSUMPTIONS 36
2.7 RISK ASSESSMENT 36
TABLE 3 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: RISK ASSESSMENT 36
3 EXECUTIVE SUMMARY 37
FIGURE 8 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET SIZE, 2020–2029 38
FIGURE 9 CONDUCTIVE SIC SUBSTRATES TO REGISTER HIGHER CAGR DURING FORECAST PERIOD 38
FIGURE 10 POWER DEVICES APPLICATION TO DOMINATE SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET DURING FORECAST PERIOD 39
FIGURE 11 ASIA PACIFIC HELD LARGEST SHARE OF SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET IN 2023 40
4 PREMIUM INSIGHTS 41
4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET 41
FIGURE 12 BURGEONING DEMAND FOR ELECTRIC VEHICLES TO FOSTER SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET GROWTH 41
4.2 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY APPLICATION 42
FIGURE 13 POWER DEVICES APPLICATION TO ACCOUNT FOR LARGEST SHARE OF SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET IN 2029 42
4.3 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY SUBSTRATE TYPE 42
FIGURE 14 CONDUCTIVE SIC SUBSTRATES TO HOLD LARGER MARKET SHARE IN 2029 42
5 MARKET OVERVIEW 43
5.1 INTRODUCTION 43
5.2 MARKET DYNAMICS 43
FIGURE 15 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES 44
5.2.1 DRIVERS 44
5.2.1.1 Mounting demand for power and thermal management devices 44
5.2.1.2 Increasing use of SiC substrates to boost performance efficiency of telecom devices 45
5.2.1.3 Rising preference for sustainable mobility solutions 45
FIGURE 16 SALES OF ELECTRIC VEHICLES IN US, 2019–2021 46
FIGURE 17 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: DRIVERS AND THEIR IMPACT 46
5.2.2 RESTRAINTS 47
5.2.2.1 High production costs 47
FIGURE 18 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: RESTRAINTS AND THEIR IMPACT 47
5.2.3 OPPORTUNITIES 47
5.2.3.1 Demand for SiC substrates in photonics industry 47
5.2.3.2 Increasing R&D of SiC-on-insulator substrates for biomedical devices 48
FIGURE 19 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: OPPORTUNITIES AND THEIR IMPACT 48
5.2.4 CHALLENGES 49
5.2.4.1 Complex fabrication process and inadequate thermal conductivity 49
FIGURE 20 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: CHALLENGES AND THEIR IMPACT 49
5.3 SUPPLY CHAIN ANALYSIS 49
FIGURE 21 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: SUPPLY CHAIN ANALYSIS 50
5.4 ECOSYSTEM/MARKET MAP 51
FIGURE 22 SIC-ON-INSULATOR AND OTHER SUBSTRATES ECOSYSTEM 51
TABLE 4 COMPANIES AND THEIR ROLES IN SIC-ON-INSULATOR AND OTHER SUBSTRATES ECOSYSTEM 51
5.5 TRENDS/DISRUPTIONS IMPACTING CUSTOMERS’ BUSINESSES 52
5.6 TECHNOLOGY ANALYSIS 53
5.6.1 ADVANCED SIC-ON-INSULATOR AND SIC-BASED PLATFORMS 53
5.6.2 AMORPHOUS SIC SUBSTRATES 53
5.7 PATENT ANALYSIS 54
TABLE 5 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: PATENTS FILED BETWEEN JANUARY AND DECEMBER, 2023 54
FIGURE 23 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: NUMBER OF PATENTS GRANTED, 2013–2023 54
FIGURE 24 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: TOP 10 COMPANIES WITH HIGHEST NUMBER OF PATENT APPLICATIONS, 2013–2023 55
TABLE 6 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: TOP 20 PATENT OWNERS, 2013–2023 55
TABLE 7 KEY PATENTS RELATED TO SIC-ON-INSULATOR AND OTHER SUBSTRATES 56
5.8 PORTER’S FIVE FORCES ANALYSIS 57
FIGURE 25 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: PORTER’S FIVE FORCES ANALYSIS 57
FIGURE 26 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: IMPACT OF PORTER’S FIVE FORCES 58
TABLE 8 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: PORTER’S FIVE FORCES ANALYSIS 58
5.8.1 THREAT OF NEW ENTRANTS 58
5.8.2 THREAT OF SUBSTITUTES 58
5.8.3 BARGAINING POWER OF SUPPLIERS 59
5.8.4 BARGAINING POWER OF BUYERS 59
5.8.5 INTENSITY OF COMPETITIVE RIVALRY 59
5.9 STANDARDS AND REGULATORY LANDSCAPE 59
5.9.1 STANDARDS 59
5.9.2 REGULATIONS 60
5.9.2.1 Asia Pacific 60
5.9.2.2 North America 60
5.9.2.3 Europe 61
5.10 KEY CONFERENCES AND EVENTS, 2024–2025 62
TABLE 9 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: LIST OF CONFERENCES AND EVENTS, 2024–2025 62
6 SIC-ON-INSULATOR AND OTHER SUBSTRATE MATERIALS 63
6.1 INTRODUCTION 63
6.2 SI 63
6.3 SIO2 64
6.4 OTHER MATERIALS 64
7 SIC-ON-INSULATOR AND OTHER SUBSTRATE WAFER SIZES 65
7.1 INTRODUCTION 65
7.2 100 MM 65
7.3 150 MM 65
7.4 200 MM 66
8 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY SUBSTRATE TYPE 67
8.1 INTRODUCTION 68
TABLE 10 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY SUBSTRATE TYPE, 2020–2023 (USD MILLION) 68
TABLE 11 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY SUBSTRATE TYPE, 2024–2029 (USD MILLION) 68
FIGURE 27 CONDUCTIVE SIC SUBSTRATES TO ACCOUNT FOR LARGER MARKET SHARE IN 2029 68
8.2 SEMI-INSULATING SIC SUBSTRATES 69
8.2.1 GROWING ADOPTION OF HIGH-PURITY SEMI-INSULATING SIC SUBSTRATES IN RF DEVICES TO DRIVE MARKET 69
8.3 CONDUCTIVE SIC SUBSTRATES 69
8.3.1 INCREASING DEVELOPMENT OF SIC POWER ELECTRONICS TO FUEL SEGMENTAL GROWTH 69
9 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY APPLICATION 70
9.1 INTRODUCTION 71
TABLE 12 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY APPLICATION, 2020–2023 (USD MILLION) 71
TABLE 13 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY APPLICATION, 2024–2029 (USD MILLION) 71
FIGURE 28 POWER DEVICES APPLICATION TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 72
9.2 POWER DEVICES 72
9.2.1 USE OF CONDUCTIVE SIC-ON-INSULATOR SUBSTRATES IN ELECTRONIC DEVICES TO FOSTER SEGMENTAL GROWTH 72
9.3 RF DEVICES 73
9.3.1 WIDE BANDGAP AND LOW LEAKAGE CURRENT TO AUGMENT DEMAND 73
9.4 OTHER APPLICATIONS 73
10 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY REGION 74
10.1 INTRODUCTION 75
TABLE 14 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY REGION, 2020–2023 (USD MILLION) 75
TABLE 15 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET, BY REGION, 2024–2029 (USD MILLION) 75
FIGURE 29 ASIA PACIFIC TO DOMINATE SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET DURING FORECAST PERIOD 76
10.2 NORTH AMERICA 76
10.2.1 RECESSION IMPACT ON MARKET IN NORTH AMERICA 76
10.2.2 US 77
10.2.3 CANADA 77
10.2.4 MEXICO 77
10.3 EUROPE 78
10.3.1 RECESSION IMPACT ON MARKET IN EUROPE 78
10.3.2 GERMANY 78
10.3.3 UK 79
10.3.4 FRANCE 79
10.3.5 REST OF EUROPE 79
10.4 ASIA PACIFIC 80
10.4.1 RECESSION IMPACT ON MARKET IN ASIA PACIFIC 80
10.4.2 CHINA 80
10.4.3 JAPAN 81
10.4.4 INDIA 81
10.4.5 SOUTH KOREA 82
10.4.6 REST OF ASIA PACIFIC 82
10.5 ROW 82
10.5.1 RECESSION IMPACT ON MARKET IN ROW 83
10.5.2 MIDDLE EAST & AFRICA 83
10.5.2.1 GCC 83
10.5.2.2 Rest of Middle East & Africa 83
10.5.3 SOUTH AMERICA 84
11 COMPETITIVE LANDSCAPE 85
11.1 INTRODUCTION 85
11.2 STRATEGIES ADOPTED BY KEY PLAYERS, 2019–2023 85
TABLE 16 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: OVERVIEW OF STRATEGIES ADOPTED BY KEY PLAYERS, 2019–2023 85
FIGURE 30 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: ORGANIC AND INORGANIC STRATEGIES ADOPTED BY PLAYERS, 2019–2023 86
11.2.1 ORGANIC/INORGANIC GROWTH STRATEGIES 87
11.2.1.1 Product portfolio expansion 87
11.2.1.2 Geographic footprint expansion 87
11.2.1.3 Manufacturing footprint expansion 87
11.3 MARKET SHARE ANALYSIS, 2023 87
TABLE 17 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: DEGREE OF COMPETITION 88
11.4 COMPANY EVALUATION MATRIX, 2023 89
11.4.1 STARS 89
11.4.2 EMERGING LEADERS 89
11.4.3 PERVASIVE PLAYERS 89
11.4.4 PARTICIPANTS 90
FIGURE 31 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: COMPANY EVALUATION MATRIX, 2023 90
11.4.5 COMPANY FOOTPRINT 91
TABLE 18 COMPANY OVERALL FOOTPRINT (12 KEY COMPANIES) 91
TABLE 19 COMPANY SUBSTRATE TYPE FOOTPRINT (12 KEY COMPANIES) 92
TABLE 20 COMPANY APPLICATION FOOTPRINT (12 KEY COMPANIES) 92
TABLE 21 COMPANY REGION FOOTPRINT (12 KEY COMPANIES) 93
11.5 COMPETITIVE SCENARIOS AND TRENDS 94
11.5.1 PRODUCT LAUNCHES 94
TABLE 22 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: PRODUCT LAUNCHES, 2019–2023 94
11.5.2 DEALS 95
TABLE 23 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: DEALS, 2020–2023 95
11.5.3 OTHERS 98
TABLE 24 SIC-ON-INSULATOR AND OTHER SUBSTRATES MARKET: OTHERS, 2021–2023 98
12 COMPANY PROFILES 100
(Business Overview, Products Offered, Recent Developments, MnM View Right to win, Strategic choices made, Weaknesses and competitive threats) *
12.1 INTRODUCTION 100
12.2 KEY PLAYERS 100
12.2.1 WOLFSPEED, INC. 100
TABLE 25 WOLFSPEED, INC.: COMPANY OVERVIEW 101
FIGURE 32 WOLFSPEED, INC.: COMPANY SNAPSHOT 101
TABLE 26 WOLFSPEED, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 101
TABLE 27 WOLFSPEED, INC.: DEALS 102
TABLE 28 WOLFSPEED, INC.: OTHERS 103
12.2.2 SICC CO., LTD. 104
TABLE 29 SICC CO., LTD.: COMPANY OVERVIEW 104
TABLE 30 SICC CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 104
TABLE 31 SICC CO., LTD.: DEALS 105
TABLE 32 SICC CO., LTD.: OTHERS 105
12.2.3 SOITEC 107
TABLE 33 SOITEC: COMPANY OVERVIEW 107
FIGURE 33 SOITEC: COMPANY SNAPSHOT 108
TABLE 34 SOITEC: PRODUCTS/SOLUTIONS/SERVICES OFFERED 108
TABLE 35 SOITEC: PRODUCT LAUNCHES 108
TABLE 36 SOITEC: DEALS 109
TABLE 37 SOITEC: OTHERS 109
12.2.4 COHERENT CORP. 111
TABLE 38 COHERENT CORP.: COMPANY OVERVIEW 111
FIGURE 34 COHERENT CORP.: COMPANY SNAPSHOT 112
TABLE 39 COHERENT CORP.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 112
TABLE 40 COHERENT CORP.: PRODUCT LAUNCHES 113
TABLE 41 COHERENT CORP.: DEALS 113
TABLE 42 COHERENT CORP.: OTHERS 114
12.2.5 GLOBALWAFERS 115
TABLE 43 GLOBALWAFERS: COMPANY OVERVIEW 115
FIGURE 35 GLOBALWAFERS: COMPANY SNAPSHOT 116
TABLE 44 GLOBALWAFERS: PRODUCTS/SOLUTIONS/SERVICES OFFERED 116
TABLE 45 GLOBALWAFERS: DEALS 117
12.2.6 XIAMEN POWERWAY ADVANCED MATERIAL CO., LTD. 118
TABLE 46 XIAMEN POWERWAY ADVANCED MATERIAL CO., LTD.: COMPANY OVERVIEW 118
TABLE 47 XIAMEN POWERWAY ADVANCED MATERIAL CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 118
TABLE 48 XIAMEN POWERWAY ADVANCED MATERIAL CO., LTD.: PRODUCT LAUNCHES 119
12.2.7 CERAMICFORUM CO., LTD. 120
TABLE 49 CERAMICFORUM CO., LTD.: COMPANY OVERVIEW 120
TABLE 50 CERAMICFORUM CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 120
12.2.8 HOMRAY MATERIAL TECHNOLOGY 121
TABLE 51 HOMRAY MATERIAL TECHNOLOGY: COMPANY OVERVIEW 121
TABLE 52 HOMRAY MATERIAL TECHNOLOGY: PRODUCTS/SOLUTIONS/SERVICES OFFERED 121
TABLE 53 HOMRAY MATERIAL TECHNOLOGY: PRODUCT LAUNCHES 122
12.2.9 SHANGHAI ZHONGYINGRONG INNOVATIVE MATERIAL TECHNOLOGY CO., LTD 123
TABLE 54 SHANGHAI ZHONGYINGRONG INNOVATIVE MATERIAL TECHNOLOGY CO., LTD: COMPANY OVERVIEW 123
TABLE 55 SHANGHAI ZHONGYINGRONG INNOVATIVE MATERIAL TECHNOLOGY CO., LTD: PRODUCTS/SOLUTIONS/SERVICES OFFERED 123
12.2.10 PRECISION MICRO-OPTICS INC. 124
TABLE 56 PRECISION MICRO-OPTICS INC.: COMPANY OVERVIEW 124
TABLE 57 PRECISION MICRO-OPTICS INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 124
12.2.11 SICRYSTAL GMBH 125
TABLE 58 SICRYSTAL GMBH: COMPANY OVERVIEW 125
TABLE 59 SICRYSTAL GMBH: PRODUCTS/SOLUTIONS/SERVICES OFFERED 125
TABLE 60 SICRYSTAL GMBH: DEALS 126
12.2.12 SYNLIGHT 127
TABLE 61 SYNLIGHT: COMPANY OVERVIEW 127
TABLE 62 SYNLIGHT: PRODUCTS/SOLUTIONS/SERVICES OFFERED 127
12.2.13 TANKEBLUE CO,. LTD. 128
TABLE 63 TANKEBLUE CO,. LTD.: COMPANY OVERVIEW 128
TABLE 64 TANKEBLUE CO,. LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 128
TABLE 65 TANKEBLUE CO,. LTD.: DEALS 129
*Details on Business Overview, Products Offered, Recent Developments, MnM View, Right to win, Strategic choices made, Weaknesses and competitive threats might not be captured in case of unlisted companies.
13 APPENDIX 130
13.1 INSIGHTS FROM INDUSTRY EXPERTS 130
13.2 DISCUSSION GUIDE 131
13.3 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 135
13.4 CUSTOMIZATION OPTIONS 137
13.5 RELATED REPORTS 137
13.6 AUTHOR DETAILS 138
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