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市場調查報告書
商品編碼
1606573

全球化合物半導體產業（2024-2028）

Compound Semiconductor Sector, Global, 2024-2028
出版日期: | 出版商: Frost & Sullivan | 英文 132 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

工業的快速電氣化、人工智慧的繁榮以及下一代通訊網路的進步推動了變革性成長

隨著業界尋求節能、高性能的電子產品，全球化合物半導體市場預計在未來五年將經歷前所未有的成長。這項研究研究了砷化鎵 (GaAs)、氮化鎵 (GaN)、磷化銦 (InP) 和碳化矽 (SiC)，這些材料因其支援高電壓、開關頻率、和效率，並專注於矽鍺(SiGe) 等材料。本報告分析了化合物半導體在每個最終用戶行業的成長潛力。隨著電動車、5G 部署、資料中心擴張和再生能源等變革性大趨勢的發展勢頭，化合物半導體將在支持這些發展方面發揮關鍵作用。

這項研究確定了關鍵的成長機會以及推動或限制市場成長的因素。以 2023 年為基準年，我們估計了 2028 年之前的市場規模和成長前景。我們遵循特定的方法，包括與化合物半導體生態系統的高階管理層進行討論和二次研究。

化合物半導體市場的成長動力包括對高速資料傳輸的需求和未來無線通訊網路的進步、對綠色能源和能源效率的重視、車輛電氣化和自動駕駛、嚴格的政府法規和舉措等。研究指出，經濟放緩、全球地緣政治動盪和製造成本上升是主要的市場限制。

主要特點

研究透過以下方式檢驗市場和需求模式：

  • 最終用戶（汽車、工業、家電、通訊/IT、能源/公共產業等）
  • 材料（GaAs、GaN、SiC、SiGe、InP 等）
  • 產品類型（射頻/微波、感測器、光電、照明/顯示器、電力電子等）
  • 地區（美洲、歐洲、中東/非洲、亞太地區）

研究亮點

此外，我們也進行以下分析：

  • 化合物半導體市場價格走勢
  • 每個最終用戶領域的商機
  • 化合物半導體晶圓尺寸的變化
  • 化合物半導體與矽的比較
  • 化合物半導體製造價值鏈
  • 最終用戶細分市場和應用程式的五年成長前景
  • 各材料類型的主要企業
  • 競爭分析，包括主要企業的市場佔有率
  • 永續性和化合物半導體

目錄

成長環境：化合物半導體轉型

  • 為什麼成長如此困難？
  • The Strategic Imperative 8（TM）
  • 化合物半導體產業三大策略挑戰的影響

成長環境：化合物半導體生態系統

  • 分析範圍
  • 按最終用戶細分
  • 按產品細分
  • 化合物半導體的興起
  • 化合物半導體晶圓尺寸的演變
  • 推動化合物半導體市場發展的關鍵材料
  • 化合物半導體材料的特性
  • 化合物半導體開啟高頻電子的未來
  • 用於無線網路和通訊應用的化合物半導體的性能和特點
  • 碳化矽製造價值鏈
  • 氮化鎵製造價值鏈
  • GaAs 和 InP 製造價值鏈
  • 化合物半導體領域著名的新興材料
  • 分銷管道

應採取行動的公司（C2A）：化合物半導體

  • 競爭環境
  • 主要競爭對手

成長要素：化合物半導體

  • 成長指標
  • 促進因素
  • 促進因素分析
  • 嚴格的汽車廢氣法規推動電動車發展
  • 成長抑制因素
  • 成長抑制因素分析
  • 預測考慮因素
  • 收益預測
  • 按材料分類的收益預測
  • 最終用戶的收益預測
  • 2023 年和 2028 年關鍵材料的最終用戶佔有率
  • 按產品分類的收益預測
  • 按地區分類的收益預測
  • 收益分析與預測
  • 採用 CS 的新興應用
  • 化合物半導體格局區域分析 - 亞太地區
  • 化合物半導體情勢區域分析—歐洲、中東、非洲
  • 化合物半導體情勢區域分析—北美和南美
  • 價格趨勢和預測分析
  • 收益佔有率
  • 按主要材料分類的銷售佔有率
  • 收益分析

成長要素：家電

  • 成長指標
  • 收益預測
  • 按材料分類的收益預測
  • 按產品分類的收益預測
  • 按地區分類的收益預測
  • 預測分析

成長要素：工業

  • 成長指標
  • 收益預測
  • 按材料分類的收益預測
  • 按產品分類的收益預測
  • 按地區分類的收益預測
  • 預測分析

成長要素：汽車

  • 成長指標
  • 收益預測
  • 按材料分類的收益預測
  • 按產品分類的收益預測
  • 按地區分類的收益預測
  • 預測分析

成長要素：能源和公共產業

  • 成長指標
  • 收益預測
  • 按材料分類的收益預測
  • 按產品分類的收益預測
  • 按地區分類的收益預測
  • 預測分析
  • 碳化矽基半導體—為綠氫經濟做出貢獻

成長要素：通訊和 IT

  • 成長指標
  • 收益預測
  • 按材料分類的收益預測
  • 按產品分類的收益預測
  • 按地區分類的收益預測
  • 預測分析
  • 6G - GaN 和 InP RF 半導體將推動下一代無線技術應用的研發

永續性和化合物半導體

  • 永續性與循環經濟的 5 大趨勢
  • 半導體生態系統與聯合國永續發展目標保持一致，對於脫碳鋪路至關重要
  • 聯合國永續目標
  • 著名化合物半導體公司的永續性舉措

化合物半導體的成長機會領域

  • 成長機會1：旨在簡化營運和提高利潤率的Fablight策略
  • 成長機會2：雷射雷達在汽車產業的普及與革命性應用
  • 成長機會3：人工智慧和雲端運算熱潮導致資料中心容量擴大
  • 成長機會 4：功率 GaN 的進步
  • 成長機會5：終端用戶產業能源效率立法
  • 成長機會6：下一代功率半導體材料的開發

附錄與後續步驟

  • 成長機會的好處和影響
  • 下一步
  • 附件清單
  • 免責聲明
簡介目錄
Product Code: KAA8-26

Rapid Electrification Across Industries, the AI Boom, and Advances in Next-gen Communication Networks Driving Transformational Growth

The global compound semiconductor market is expected to witness unprecedented growth during the next 5 years as industries seek out energy-efficient and high-performance electronics. The study focuses on materials such as gallium arsenide (GaAs), gallium nitride (GaN), indium phosphide (InP), silicon carbide (SiC), and silicon germanium (SiGe), which are gaining prominence across end-user industries because of their characteristics supporting high voltage, switching frequency, and efficiency. The report analyzes compound semiconductor growth potential in each end-user industry. As transformational megatrends such as electric mobility, 5G deployments, data center expansions, and renewable electricity gather momentum, compound semiconductors are poised to play a pivotal role in supporting these developments.

The study identifies key growth opportunities and factors that will boost or restrain market growth. With 2023 as the base year, the analysis estimates market size and growth prospects up to 2028. It follows a specific methodology encompassing discussions with senior management of the compound semiconductor ecosystem and secondary research.

Growth drivers of the compound semiconductor market include demand for high-speed data transfer and advances in future wireless communication networks, focus on green energy and energy efficiency, vehicle electrification and autonomy, and stringent government regulations and initiatives. The study identifies economic slowdown, global geopolitical chaos, and high manufacturing costs as the primary market restraints.

Key Features

It examines the market and demand patterns by:

  • End user (e.g., automotive, industrial, consumer electronics, communications & IT, and energy & utility)
  • Material (e.g., GaAs, GaN, SiC, SiGe, and InP)
  • Product type (e.g., RF/Microwave, including sensors, photonics, lighting/display, and power electronics)
  • Geography (the Americas, Europe, the Middle East, and Africa, and Asia-Pacific)

Research Highlights

In addition, the analysis covers:

  • Pricing trends in the compound semiconductor market
  • Opportunities in each end-user sector
  • Compound semiconductor wafer size evolution
  • Comparison of compound semiconductors with silicon
  • Compound semiconductor manufacturing value chain
  • 5-year growth outlook across end-user sectors and applications
  • Top players across each material type
  • Competitive analysis with the market shares of key players
  • Sustainability and compound semiconductors

Table of Contents

Growth Environment: Transformation in Compound Semiconductors

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on the Compound Semiconductors Industry

Growth Environment: Compound Semiconductor Ecosystem

  • Scope of Analysis
  • Segmentation by End User
  • Segmentation by Product
  • Rise of Compound Semiconductors
  • Compound Semiconductor Wafer Size Evolution
  • Key Materials Enabling the Compound Semiconductor Market
  • Characteristic Features of Compound Semiconductor Materials
  • Compound Semiconductors-The Future of High Frequency Electronics
  • Characteristics and Attributes of Compound Semiconductors for Wireless Networks and Communication Applications
  • SiC Manufacturing Value Chain
  • GaN Manufacturing Value Chain
  • GaAs and InP Manufacturing Value Chain
  • Notable Emerging Materials in the Compound Semiconductor Landscape
  • Distribution Channels

Companies to Action (C2A): Compound Semiconductors

  • Competitive Environment
  • Key Competitors

Growth Generator: Compound Semiconductors

  • Growth Metrics
  • Growth Drivers
  • Growth Driver Analysis
  • Stringent Vehicular Emission Regulations Driving Electric Mobility
  • Growth Restraints
  • Growth Restraint Analysis
  • Forecast Considerations
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by End User
  • End User Share of Key Material Types, 2023 and 2028
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Revenue Forecast Analysis
  • Emerging Applications Employing CSs
  • Regional Analysis of the Compound Semiconductor Landscape-APAC
  • Regional Analysis of the Compound Semiconductor Landscape-EMEA
  • Regional Analysis of the Compound Semiconductor Landscape-Americas
  • Pricing Trends and Forecast Analysis
  • Revenue Share
  • Revenue Share by Key Material
  • Revenue Share Analysis

Growth Generator: Consumer Electronics

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Forecast Analysis

Growth Generator: Industrial

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Forecast Analysis

Growth Generator: Automotive

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Forecast Analysis

Growth Generator: Energy & Utility

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Forecast Analysis
  • SiC-based Semiconductors-Aiding the Green Hydrogen Economy

Growth Generator: Communication & IT

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Forecast Analysis
  • RF Semiconductors in 6G-GaN and InP Gaining R&D Traction for Applications in Next-generation Wireless Technology

Sustainability and Compound Semiconductors

  • Top 5 Trends for Sustainability and the Circular Economy
  • Semiconductor Ecosystem Alignment with the United Nation (UN) SDGs, Crucial to Paving the Path to Decarbonization
  • UN Sustainable Development Goals
  • Sustainability Initiatives of Notable Compound Semiconductor Companies

Growth Opportunity Universe in Compound Semiconductors

  • Growth Opportunity 1: Fablite Strategy for Streamlined Operations and Improved Margins
  • Growth Opportunity 2: Widespread and Revolutionary LiDAR Adoption in the Automotive Industry
  • Growth Opportunity 3: Data Center Capacity Expansions Owing to the AI and Cloudification Boom
  • Growth Opportunity 4: Advancements in the Power GaN Landscape
  • Growth Opportunity 5: Power Efficiency Legislation Across End-user Industries
  • Growth Opportunity 6: Developments in Next-generation Power Semiconductor Materials

Appendix & Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer