汽車領域化合物半導體的成長機會

Growth Opportunities for Compound Semiconductors in Automotive

出版日期: 2023年10月30日 | 出版商:

Frost & Sullivan | 英文 49 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

汽車電動和對高效高電壓充電系統的需求增加了成長潛力

化合物半導體（CS）由元素週期表不同族的兩種或多種元素組成，例如砷化鎵（GaAs）、GaN、磷化銦（InP）和矽鍺。在汽車產業，CS 比元素半導體（例如矽 [Si]）具有多項優勢。它們在更高的頻率和溫度下工作，具有更高的電子遷移率，並表現出優異的光學和電子特性。這使得它們非常適合快速充電系統、雷射頭燈、光探測和測距 (LiDAR)、高速感測器等。

例如，CS 具有寬能能隙(WBG)，這意味著它比元素半導體產生更少的熱量並損失更少的能量，使其適合製造電動車(EV) 的充電零件。製造商還使用 CS 來製造高速雷射二極體，這是自動駕駛汽車 (AV) 的重要零件。

AV 和 V2X（Vehicle to Everything）等汽車概念正在引起全世界的廣泛關注。 GaAs、InP 和 GaN 等 CS 將在這些新概念中發揮重要作用。總體而言，CS 是現代汽車的基本要素，有助於電動車、自動駕駛汽車和連網汽車的發展。

本報告涵蓋以下模組：

影響 CS 發展和普及的關鍵促進因素和挑戰
技術形勢
相關人員生態系統
供應商形勢
策略發展
地緣政治分析
工廠擴建計劃
技術藍圖

CS在汽車中的存在
汽車中基於 CS 的硬體概述
汽車CS技術標桿
汽車CS相關人員生態系統
供應商形勢
主要廠商新產品開發活動
新興企業的新產品開發活動
影響 CS 採用的地緣政治情景
汽車產業CS區域分析：亞太地區
汽車產業 CS 區域分析 - 歐洲
汽車產業 CS 區域分析 - 北美
鑄造廠產能擴充投資（2020-2023年）
策略夥伴關係
併購（併購）
技術藍圖
CS 的新使用案例

成長機會宇宙

成長機會一：供應鏈整合
成長機會2：SiC和GaN半導體供應商之間的策略夥伴關係
成長機會3：實現高電壓EV系統的低成本CS元件

附錄

技術成熟度等級 (TRL)：解釋

下一步

簡介目錄

Product Code: DAB4

Vehicle Electrification and Need for High-efficiency High-voltage Charging Systems to Drive Growth Potential

A compound semiconductor (CS) consists of two or more elements from different groups in the periodic table, such as gallium arsenide (GaAs), GaN, indium phosphide (InP), and silicon germanium. In the automotive industry, CSs have several advantages over elemental semiconductors (e.g., silicon [Si]). They operate at higher frequencies and temperatures, have higher electron mobility, and exhibit superior optical and electronic properties. This makes them ideal for high-speed charging systems, laser headlights, light detection and ranging (LiDAR), and high-speed sensors.

For example, because CSs have a wide band gap (WBG), they produce less heat than elemental semiconductors, thus losing less energy. This makes them suitable for manufacturing electric vehicle (EV) charging components. Manufacturers also use CSs to produce high-speed laser diodes, which are essential components in autonomous vehicles (AVs).

Emerging automotive concepts, such as AVs and vehicle-to-everything (V2X), are attracting significant global traction. CSs, such as GaAs, InP, and GaN, play a vital role in these emerging concepts. Overall, a CS is a critical component of modern vehicles, enabling the development of electric, autonomous, and connected vehicles.

This report covers the following modules:

Key Drivers and Challenges Influencing CS Development and Adoption

Technology Landscape

Stakeholder Ecosystem

Supplier Landscape

Strategic Developments

Geopolitical Analysis

Plant Expansion Plans

Technology Roadmap

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 of Compound Semiconductors (CSs) in the Automotive Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Research Methodology

Research Highlights

Scope of Analysis
Segmentation of CS by Material Type
Key Findings
Growth Drivers
Growth Restraints

Impact of Compound Semiconductors in Automotive Industry

Presence of CS in Automobiles
Overview of CS-based Hardware in Automobiles
Technology Benchmarking of CS Used in Automobiles
Stakeholder Ecosystem of CS in Automotive
Suppliers Landscape
New Product Development Activities of Key Players
New Product Development Activities of Start-ups
Geopolitical Scenario Impacting the Adoption of CS
Regional Analysis of CS in the Automotive Industry-Asia-Pacific
Regional Analysis of CS in the Automotive Industry-Europe
Regional Analysis of CS in the Automotive Industry-North America
Investment in Capacity Expansion of Foundries (2020-2023)
Strategic Partnerships
Mergers and Acquisitions (M&As)
Technology Roadmap
Emerging Use Cases of CSs

Growth Opportunity Universe

Growth Opportunity 1: Supply Chain Consolidation
Growth Opportunity 2: Strategic Partnerships Between SiC and GaN Semiconductor Suppliers
Growth Opportunity 3: Low-cost CS Devices to Realize Higher-voltage EV Systems