通訊業化合物半導體的產品組合分析

Portfolio Analysis of Compound Semiconductors in the Communication Industry

出版日期: 2023年08月08日 | 出版商:

Frost & Sullivan | 英文 61 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

化合物半導體的高速通訊能力在通訊用途中找到了出路

這項研究強調了化合物半導體（CS）在通訊系統中的重要性，並強調了它們相對於矽等元素半導體的優越性。本研究概述了 CS 技術、全球場景、應用多樣性和成長路線圖。

砷化鎵 (GaAs)、氮化鎵 (GaN)、磷化銦 (InP) 和矽鍺 (SiGe) 等 CS 材料可提供更高的頻率、溫度、電子遷移率和卓越的光學/電子特性。這些基本特性使 CS 成為衛星通訊、無線網路和光纖網路等高速通訊系統的理想選擇。

CS 用於製造高速電晶體和雷射二極體，實現高速數位電路和光纖通訊系統。 GaN和GaAs應用於5G網路，可提供卓越的效率和寬頻率頻寬，而砷化銦鎵（InGaAs）和InP則用於亞太赫茲通訊系統以及包括6G網路在內的未來無線通訊應用，可實現超高資料速率。 InP和GaAs用於高速通訊系統，促進了高性能雷射器和檢測器的發展。

美國、歐盟（荷蘭、德國、法國）、英國、中國、日本和韓國由於嚴重依賴5G和高速光纖，在CS技術上投入巨資以發展其國內供應鏈光網路。 CS行業將戰略聯盟和併購視為其業務營運結構的一個組成部分。

CS 簡介 GaAs、GaN、InP、SiGe
CS與矽的比較
GaN 在通訊業中的重要性與日俱增
有線通訊網路中基於CS的設備概述
無線通訊網路中使用的基於 CS 的設備
CS 的特性對於提高通訊網路效率非常重要
推動電腦科學創新的趨勢
通訊業CS專利趨勢概覽
專利管轄權及主要申請人分析
來自世界頂尖大學的研發舉措
加速通訊業成長的關鍵 CS 創新
為通訊業的CS 發展做出貢獻的全球性公司
通訊業CS供應鏈
通訊業基於CS的商業模式
通訊業CS引進的世界、場景
影響 CS 採用的地緣政治情景
北美政府戰略舉措
政府戰略舉措：英國、歐盟、荷蘭
政府戰略舉措：中國、日本、韓國
來自通訊業基於 CS 的解決方案的全球領先公司的資金籌措
新興創業公司的投資
推動創新的戰略夥伴關係
收購合併
聯盟推動CS發展
受益於 CS 的關鍵行業：電訊、國防、航太
受益於CS的關鍵行業：家電、汽車、工業自動化
案例研究 1：Infinera 徹底改變了 InP 的連接性
案例研究 2：Qorvo最大化小米的Wi-Fi 6功能
案例研究 3：MMIC 的 5G 射頻設計初創公司徹底改變了蜂巢式通訊
通訊業CS成長路線圖

成長機會宇宙

成長機會1：供應鏈整合
成長機會2：Li-Fi 作為射頻和寬頻的替代通訊系統
成長機會3：衛星網際網路熱潮

附錄

技術完備等級(TRL)：說明

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簡介目錄

Product Code: DA96

Compound Semiconductors' High-speed Communication Capabilities Finding Opportunities in Telecom Applications

The research highlights the importance of compound semiconductors (CS) in communication systems, emphasizing their advantages over elemental semiconductors such as silicon. The study provides an overview of CS technology, the global scenario, application diversity, and growth roadmap.

CS materials, such as gallium arsenide (GaAs), gallium nitride (GaN), indium phosphide (InP), and silicon germanium (SiGe), offer higher frequencies, temperatures, electron mobility, and superior optical/electronic properties. These intrinsic properties make CS ideal for high-speed communication systems, including satellite communications, wireless networks, and fiber-optic networks.

CS is used in the production of high-speed transistors and laser diodes, enabling high-speed digital circuits and fiber-optic communication systems. GaN and GaAs find applications in 5G networks, offering superior efficiency and wide frequency bandwidth, while indium gallium arsenide (InGaAs) and InP are used in sub-terahertz communication systems, enabling ultra-high data rates for future wireless communication applications, including 6G networks. InP and GaAs are employed in high-speed optical communication systems, facilitating the development of high-performance lasers and photodetectors.

The United States, European Union (Netherlands, Germany, and France), United Kingdom, China, Japan, and South Korea invest heavily in CS technologies to develop domestic supply chains owing to their heavy reliance on 5G and high-speed optical fiber networks. The CS industry anticipates strategic alliances and mergers and acquisitions as integral components of its operational framework.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?The Strategic Imperative 8™: Factors Creating Pressure on Growth
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on Compound Semiconductors for the Communication Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Research Methodology

Executive Summary

Research Scope
Key Findings
Impact of CS on End Market Segmentations
Growth Drivers
Growth Restraints

Technology Overview, Global Scenario, Application Diversity, and Growth Roadmap

CS Snapshot: GaAs, GaN, InP, and SiGe
Advantages of CS vs Silicon
Growing Prominence of GaN in the Communication Industry
Overview of CS-based Devices in Wired Communication Networks
CS-based Devices Used in Wireless Communication Networks
CS Attributes Essential to Improve Communication Network Efficiency
Trends Driving Innovations in CS
Snapshot of CS Patent Trends in the Communication Industry
Analysis of Patent Jurisdiction and Leading Applicants
R&D Initiatives from Top Global Universities
Major CS Innovations Accelerating Communication Industry Growth
Global Companies Contributing to CS Growth in the Communication Industry
CS Supply Chain for Communications
Business Models in the CS-based Communication Industry
Global Scenario of CS Adoption in the Communication Industry
Geopolitical Scenario Impacting CS Adoption
Strategic Government Initiatives: North America
Strategic Government Initiatives: UK, EU, and the Netherlands
Strategic Government Initiatives: China, Japan, and South Korea
Funding from Leading Global Companies in CS-based Solutions for the Communication Industry
Investments by Emerging Start-ups
Strategic Partnerships Driving Innovation
Key Mergers and Acquisitions
Consortiums Driving CS Development
Key Sectors Benefitting from CS: Telecom, Defense, and Space
Key Sectors Benefitting from CS: Consumer Electronics, Automotive, and Industrial Automation
Case Study 1: Infinera Revolutionizing Connectivity using InP
Case Study 2: Qorvo Empowers Xiaomi to Maximize Wi-Fi 6 Capabilities
Case Study 3: 5G RF Design Start-up for MMIC Revolutionizing Cellular Communication
CS Growth Roadmap in the Communication Industry

Growth Opportunity Universe

Growth Opportunity 1: Supply Chain Consolidation
Growth Opportunity 2: Li-Fi as an Alternative Communication System for RF and Broadband
Growth Opportunity 3: Satellite Internet Boom