Diode Market Size and Share
Market Overview
| Study Period | 2019 - 2030 |
|---|---|
| Market Size (2025) | USD 18.16 Billion |
| Market Size (2030) | USD 24.58 Billion |
| Growth Rate (2025 - 2030) | 6.24% CAGR |
| Fastest Growing Market | Asia-Pacific |
| Largest Market | Asia-Pacific |
| Market Concentration | Medium |
Major Players
*Disclaimer: Major Players sorted in no particular order Image © Mordor Intelligence. Reuse requires attribution under CC BY 4.0. |
|
Diode Market Analysis by Mordor Intelligence
The diode market reached a market size of USD 18.16 billion in 2025 and is forecast to expand at a 6.24% CAGR to USD 24.58 billion by 2030, underpinned by growing semiconductor demand for data-center power conversion and advanced consumer devices. Consumer electronics remains the largest end-user at 23.2% diode market share, while automotive applications show the strongest 6.8% CAGR as electric-vehicle programs accelerate worldwide. Asia-Pacific holds 58.86% of global revenue and grows at a 6.63% pace thanks to dense manufacturing clusters in China, Japan, and South Korea.[1]Source: Semiconductor Industry Association, “Section 301 Legacy Investigation SIA Comments,” semiconductors.org Surface-mount packaging captures 61.2% of shipments, yet chip-scale packages rise at a 7.1% CAGR because handset and IoT producers need ever-smaller footprints.
Key Report Takeaways
- By product type, laser diodes commanded 36.1% of the diode market share in 2024 and are projected to advance at an 8.6% CAGR through 2030.
- By end-user industry, consumer electronics led with a 23.2% revenue contribution in 2024, whereas automotive electronics is poised for a 6.8% CAGR to 2030.
- By mounting package, surface-mount devices held 61.2% of the diode market size in 2024, while chip-scale packages are set to expand at a 7.1% CAGR over the forecast horizon.
- By geography, Asia-Pacific accounted for 58.86% of the diode market size in 2024, and North America records the quickest 7.0% CAGR up to 2030.
Global Diode Market Trends and Insights
Driver Imapct Analysis
| DRIVER | (~) % IMPACT ON CAGR FORECAST | GEOGRAPHIC RELEVANCE | IMPACT TIMELINE |
|---|---|---|---|
| Digitization of consumer electronics ecosystems | +1.8% | Global (Asia-Pacific manufacturing hub) | Medium term (2-4 years) |
| Acceleration of EV production and on-board chargers | +2.1% | Global with early traction in China, Europe, North America | Long term (≥ 4 years) |
| 5G rollout driving demand for RF and microwave diodes | +1.2% | Asia-Pacific and North America | Medium term (2-4 years) |
| Data-center efficiency mandates boosting power diodes | +1.5% | North America and Europe | Short term (≤ 2 years) |
| Regulatory tailwinds for GaN-on-Si high-voltage diodes | +0.9% | North America and Europe | Long term (≥ 4 years) |
| E-waste recycling laws are increasing replacement rates | +0.7% | Europe, North America, developed Asia-Pacific | Medium term (2-4 years) |
| Source: Mordor Intelligence | |||
Digitization of Consumer Electronics Ecosystems
Smartphones, wearables, and connected-home devices embed higher semiconductor content per system, lifting discrete component volumes for signal conditioning, battery protection, and data-line safeguarding. Small-signal and electrostatic-discharge arrays such as the ESDS31x series from Texas Instruments deliver ±30 kV protection at up to 5 Gbps data rates, supporting USB, HDMI, and Ethernet interfaces.[2]Source: Texas Instruments, “ESDS31x Data-Line Surge and ESD Protection Diode Array Datasheet,” ti.comAsia-Pacific manufacturers assemble about 60% of global electronics hardware, feeding clustered demand for diode arrays that secure high-speed interconnects.
Acceleration of EV Production and On-Board Chargers
Automotive semiconductor demand is increasing as electric-powertrain penetration climbs. Silicon-carbide and gallium-nitride diodes deliver lower switching losses for traction inverters and 800 V chargers; onsemi’s EliteSiC platform has been adopted by Volkswagen for next-generation EVs.[3]Source: onsemi, “onsemi Selected to Power Volkswagen Group’s Next-Generation Electric Vehicles,” onsemi.comInfineon’s CoolSiC 1200 V MOSFETs allow DC-DC stages to operate beyond 900 V without extra insulation, raising power density while trimming system cost.
5G Rollout Boosting RF and Microwave Diodes
5G subscriptions are forecast to cross 4.1 billion by 2029, driving explosive backhaul traffic and demand for high-frequency limiter, PIN, and Schottky diodes in base-station radios. Skyworks’ portfolio spans LF-to-Ka bands, serving both sub-6 GHz macro cells and emerging E-band links that exceed 10 Gbps throughput. Compound-semiconductor suppliers expect the RF GaN device pool to almost double with diode elements integral to amplifier matching networks.
Data-Center Efficiency Mandates Raising Power-Diode Demand
Artificial-intelligence workloads could push data-center electricity usage to 650 TWh in 2025, pressing operators to adopt 97%-plus efficient power supplies. onsemi reports that replacing silicon with SiC components trims power losses by 1% and can save 10 TWh annually across hyperscale fleets. Infineon’s 12 kW reference platform mixes silicon, SiC, and GaN devices to reach 97.5% converter efficiency, lowering operating expenditure and CO₂ emissions.
Restraints Impact Analysis
| RESTRAINTS | (~) % IMPACT ON CAGR FORECAST | GEOGRAPHIC RELEVANCE | IMPACT TIMELINE |
|---|---|---|---|
| Raw-material price volatility (Si, GaAs, GaN) | -1.4% | Global, China-centric for gallium | Short term (≤ 2 years) |
| Thermal limitations in high-current packages | -0.9% | Global automotive and industrial segments | Medium term (2-4 years) |
| Patent congestion in WBG semiconductor processes | -0.7% | North America and Europe | Long term (≥ 4 years) |
| Regional capacity imbalance from localization policies | -1.1% | US-China tensions, EU-Asia interdependence | Medium term (2-4 years) |
| Source: Mordor Intelligence | |||
Raw-Material Price Volatility (Si, GaAs, GaN)
China provides most primary gallium feedstock, and any export curbs rapidly elevate wafer costs for GaAs and GaN devices.[4]Source: Center for Strategic and International Studies, “Gallium Nitride: A Strategic Opportunity,” csis.org Only 20% of global e-waste is properly recycled, causing critical-metal losses that tighten supply and raise pricing swings. SiC wafer yields remain volatile, contingent on manufacturing maturity and substrate quality.
Thermal Limitations in High-Current Packages
Automotive inverters and industrial drives push continuous currents above 300 A, yet many surface-mount outlines struggle to dissipate heat. Chip-on-vapor-chamber structures provide 164% better heat transfer than conventional epoxy packages, but cost and scale barriers limit adoption. Warpage risks in fan-out wafer-level packages demand advanced predictive models to preserve yield when die counts climb.
Segment Analysis
By Product Type: Laser Diodes Drive Market Leadership
Laser diodes generated the largest diode market size at USD 6.55 billion in 2024 and are positioned for an 8.6% CAGR, propelled by automotive front-lighting, LiDAR sensing, and high-speed fiber communications. Rectifier and Schottky devices continue to secure power-conversion sockets, though their mid-single-digit growth trails laser adoption.
Industrial cutting, projectors, and 3D printing sustain multimode laser-diode volumes, while medical-grade lasers require tighter wavelength stability that lifts average selling prices. In server power supplies, Infineon’s GaN transistors integrate a Schottky diode that curbs dead-time losses and elevates efficiency, showcasing cross-category partnerships.[5]Source: Infineon Technologies, “Infineon Launches World’s First Industrial GaN Transistor Family,” infineon.com
Note: Segment shares of all individual segments available upon report purchase
By End-User Industry: Consumer Electronics Leadership vs Automotive Growth
In 2024, consumer electronics accounted for 23.2% of the diode market, buoyed by handset refresh cycles and the evolving features of smart TVs. By 2030, automotive electronics are poised to contribute the largest dollar increase, growing at a 6.8% CAGR, fueled by demand for EV traction inverters, 48V mild-hybrid systems, and solid-state lidar modules.
Radiation-hardened GaN diodes, like Infineon's 100V, 52A components launched in May 2025, are being utilized in defense, aerospace, and satellite payloads, specifically for phased-array radar and space power buses. Meanwhile, industrial automation and renewable energy sectors maintain a consistent demand for bridge rectifiers and TVS devices, particularly in motor drives and solar inverters.
By Mounting-Package: Surface-Mount Dominance with Chip-Scale Growth
Surface-mount devices captured 61.2% of the diode market share in 2024 thanks to reflow-friendly process flows and compact PCB real estate. Chip-scale packages will post the quickest 7.1% CAGR because smart-watches, earbuds, and health sensors mandate sub-1 mm² footprints that standard SOD-123 outlines cannot meet.
Through-hole formats persist for high-power alternator rectifiers and line-voltage surge suppressors where thermal mass and mechanical strength outweigh size. Flip-chip interconnects gain favor in AI server power stages, cutting inductive parasitics and boosting current density, but assembly tooling costs limit adoption to premium segments.
Geography Analysis
Asia-Pacific held 58.86% of global revenue in 2024, and continues at a 6.63% CAGR through 2030 on the back of integrated supply chains in China, Japan, and South Korea. China absorbed a significant share of world chip sales in 2023, buoyed by government incentives and domestic smartphone exports. Indonesia courts foreign investors with 98 silica-sand mining licenses and tax holidays, aiming to localize substrate production.
North America’s share is set to rise by 2030 as the CHIPS Act grants unlock USD 540 billion of private fab commitments, including onsemi’s new 8-inch SiC line in Texas. Canada supports GaN epi-wafer startups through Clean-Tech credits, seeking to anchor value-add processes. Mexico’s EMS clusters extend tariff-free access to the U.S. vehicle supply chain, stimulating rectifier and transient-voltage-suppressor assembly.
Europe targets more than 20% global production share by 2030, though audit findings warn of schedule risk given permitting delays and skilled-labor gaps. Nexperia’s USD 200 million Hamburg investment broadens European SiC capacity, while Poland secures Intel’s post-fab testing center that creates 2,000 roles. The Middle East and Africa remain nascent but see pilot solar-inverter fabs in the UAE that specify 1200 V SiC diodes.
Competitive Landscape
The diode market displays moderate concentration: the top five suppliers, such as Infineon, STMicroelectronics, onsemi, ROHM, and Vishay, collectively hold roughly 42% revenue, while hundreds of specialty foundries cover niche volumes. Vendors pursue capacity expansions in wide-bandgap materials; fourteen 8-inch SiC fabs are planned worldwide, half of them in Asia-Pacific.
Technology roadmaps emphasize integrated solutions. Infineon’s CoolGaN G5 integrates Schottky diodes, whereas ROHM’s HSDIP20 modules triple power density for on-board chargers. onsemi enlarged its SiC portfolio by acquiring Qorvo’s JFET assets for USD 115 million, unlocking a projected USD 1.3 billion addressable market by 2030.
Intellectual-property disputes intensify as entrants file ultra-wide-bandgap patents; Innoscience’s USPTO victories over EPC highlight the fluid IP arena, but an ITC order still bars some imports, affecting design-win pipelines. Supply-chain localization reshapes partnerships: Toyota partners with Denso and ROHM for vertically integrated SiC stacks, while Apple dual-sources ESD diode arrays from TI and Nexperia to hedge geopolitical risk.
Diode Industry Leaders
-
Infineon Technologies AG
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onsemi
-
Nexperia BV
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Vishay Intertechnology Inc.
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ROHM Co. Ltd.
- *Disclaimer: Major Players sorted in no particular order
Recent Industry Developments
- May 2025: Infineon introduced radiation-hardened 100 V, 52 A GaN transistors, the first DLA-JANS-qualified devices for space systems.
- May 2025: Infineon unveiled trench based SiC super-junction technology, extending CoolSiC lines toward volume production in 2027.
- April 2025: ROHM released high-power-density SiC modules in HSDIP20 packages, delivering threefold power density improvement for EV onboard chargers.
- January 2025: onsemi completed the USD 115 million Qorvo SiC JFET business acquisition, expanding its addressable opportunity in AI servers and electric vehicles.
Global Diode Market Report Scope
The market is defined by the revenue generated from the sale of diodes offered by different market players for various applications across end-user industries worldwide. Diodes are crucial components in electronics, functioning as one-way streets for electricity to ensure proper directional flow. This capability is essential for converting AC (alternating current) to DC (direct current). Additionally, diodes safeguard devices by obstructing detrimental reverse currents.
The diodes market is segmented by type (schottky diode, zener diode, rectifier, laser diode, small signal diode, electrostatic discharge (ESD) protection diodes, transient voltage suppressor (TVS) diodes, RF and microwave diodes), by end-user industry (communications, consumer electronics, automotive, defense and aerospace, computer and computer peripherals, industrial, lighting, others), and geography (North America, Europe, Asia-Pacific, Latin America, Middle East and Africa). The market size and forecasts are provided in terms of value (USD) for all the above segments.
| Schottky Diodes |
| Zener Diodes |
| Rectifier Diodes |
| Laser Diodes |
| Small-Signal Diodes |
| Electrostatic Discharge Protection Diodes |
| Transient Voltage Suppressor Diodes |
| RF and Microwave Diodes |
| Communications |
| Consumer Electronics |
| Automotive |
| Defense and Aerospace |
| Computer and Peripherals |
| Industrial |
| Lighting |
| Other End-User Industries |
| Through-Hole |
| Surface-Mount (SMD) |
| Chip-Scale Package |
| Flip-Chip |
| North America | United States | |
| Canada | ||
| Mexico | ||
| South America | Brazil | |
| Argentina | ||
| Rest of South America | ||
| Europe | Germany | |
| United Kingdom | ||
| France | ||
| Russia | ||
| Rest of Europe | ||
| Asia-Pacific | China | |
| Japan | ||
| India | ||
| South Korea | ||
| South-East Asia | ||
| Rest of Asia-Pacific | ||
| Middle East and Africa | Middle East | Saudi Arabia |
| United Arab Emirates | ||
| Rest of Middle East | ||
| Africa | South Africa | |
| Egypt | ||
| Rest of Africa | ||
| By Product Type | Schottky Diodes | ||
| Zener Diodes | |||
| Rectifier Diodes | |||
| Laser Diodes | |||
| Small-Signal Diodes | |||
| Electrostatic Discharge Protection Diodes | |||
| Transient Voltage Suppressor Diodes | |||
| RF and Microwave Diodes | |||
| By End-User Industry | Communications | ||
| Consumer Electronics | |||
| Automotive | |||
| Defense and Aerospace | |||
| Computer and Peripherals | |||
| Industrial | |||
| Lighting | |||
| Other End-User Industries | |||
| By Mounting - Package | Through-Hole | ||
| Surface-Mount (SMD) | |||
| Chip-Scale Package | |||
| Flip-Chip | |||
| By Geography | North America | United States | |
| Canada | |||
| Mexico | |||
| South America | Brazil | ||
| Argentina | |||
| Rest of South America | |||
| Europe | Germany | ||
| United Kingdom | |||
| France | |||
| Russia | |||
| Rest of Europe | |||
| Asia-Pacific | China | ||
| Japan | |||
| India | |||
| South Korea | |||
| South-East Asia | |||
| Rest of Asia-Pacific | |||
| Middle East and Africa | Middle East | Saudi Arabia | |
| United Arab Emirates | |||
| Rest of Middle East | |||
| Africa | South Africa | ||
| Egypt | |||
| Rest of Africa | |||
Key Questions Answered in the Report
How large is the diode market in 2025?
The diode market size stands at USD 18.16 billion in 2025 with a 6.24% CAGR outlook to 2030.
Which product type commands the highest revenue?
Laser diodes lead with 36.1% diode market share and show the fastest 8.6% growth trajectory.
Why is automotive electronics a high-growth segment?
Electric-vehicle inverters and 800 V chargers adopt SiC and GaN power diodes, pushing a 6.8% CAGR for automotive demand.
Which region dominates diode manufacturing?
Asia-Pacific accounts for 58.86% of global revenue thanks to concentrated capacity in China, Japan and South Korea.
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