InP晶圓市場機會、成長動力、產業趨勢分析及2024-2032年預測

2023 年全球InP 晶圓市場價值為1.7 億美元，預計2024 年至2032 年複合年成長率為11.5%。化合物半導體外延晶圓在以下方面具有顯著優勢：支援大量生產並降低單位成本。這些晶圓在光子學和光電子學等領域的應用中特別受歡迎。

InP晶圓市場依直徑分為四個關鍵部分：50.8毫米（2吋）、76.2毫米（3吋）、100毫米（4吋）及以上。市場價值將實現大幅成長，達到3.026 億美元。 50.8 毫米晶圓非常適合各種應用，包括電信、光子學以及 3D 感測和 LiDAR 等新興技術，它們在提供高品質性能的同時確保高效生產。

市場也依產品類型分類，包括N型InP晶圓、P型InP晶圓和半絕緣InP晶圓。 P 型InP 晶圓領域預計將經歷最快的成長，2024 年至2032 年的複合年成長率為13.2% 這種成長是由光電裝置中擴大採用P 型晶圓推動的，特別是在發光等應用中二極體 (LED) 和雷射二極體。由於 P 型 InP 晶圓在 3D 感測、雷射雷達和光通訊等下一代技術中的重要性，對 P 型 InP 晶圓的需求正在上升。此外，光子學的進步和更節能的電力電子技術的推動正在支持該領域的成長。

2023年北美InP晶圓市場佔比為39.4%。電信、航太和國防等產業對高性能半導體的需求正在推動 InP 晶圓的廣泛使用。 InP 晶圓以其卓越的電子和光子特性而聞名，對於滿足這些高科技領域的性能要求至關重要。

總之，隨著各產業需要先進的高性能半導體用於各種應用，InP 晶圓市場可望顯著成長。電信、光電子和節能電子技術的持續發展將進一步促進未來十年市場的擴張。

目錄

第 1 章：方法與範圍

第 2 章：執行摘要

第 3 章：產業洞察

• 產業生態系統分析
  • 影響價值鏈的因素
  • 利潤率分析
  • 干擾
  • 未來展望
  • 製造商
  • 經銷商
• 供應商格局
• 利潤率分析
• 重要新聞和舉措
• 監管環境
• 衝擊力
  • 成長動力
    • 對 200 毫米化合物半導體外延晶圓的需求增加。
    • 汽車和自主系統的採用
    • 資料中心和高速連線的成長
    • 對高效雷達解決方案的需求
    • 不斷成長的光子學和光電子學需求
  • 產業陷阱與挑戰
    • 有限的晶圓尺寸選擇
    • 來自替代材料的競爭
• 成長潛力分析
• 波特的分析
• PESTEL分析

第 4 章：競爭格局

• 介紹
• 公司市佔率分析
• 競爭定位矩陣
• 戰略展望矩陣

第 5 章：市場估計與預測：依直徑分類，2021-2032 年

• 主要趨勢
• 50.8 毫米（2 吋）
• 76.2 毫米（3 吋）
• 100 毫米（4 吋）以上

第 6 章：市場估計與預測：依產品類型，2021-2032 年

• 主要趨勢
• N型InP晶圓
• P型InP晶圓
• 半絕緣 InP 晶圓

第 7 章：市場估計與預測：依最終用途產業，2021-2032 年

• 主要趨勢
• 消費性電子產品
• 電信
• 醫療的
• 其他

第 8 章：市場估計與預測：按應用分類，2021-2032 年

• 主要趨勢
• 光電
• 光子積體電路
• 射頻/微波設備
• 電力電子
• 研究與開發
• 其他

第 9 章：市場估計與預測：按地區，2021-2032 年

• 主要趨勢
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 英國
  • 德國
  • 法國
  • 義大利
  • 西班牙
  • 俄羅斯
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳洲
• 拉丁美洲
  • 巴西
  • 墨西哥
• MEA
  • 阿拉伯聯合大公國
  • 南非
  • 沙烏地阿拉伯

第 10 章：公司簡介

• AXT Inc.
• Broadcom Inc.
• CMK Ltd.
• DOWA Electronics Materials Co., Ltd.
• Freiberger Compound Materials GmbH
• JX Nippon Mining & Metals Corporation
• Logitech Ltd.
• MTI Corporation
• Nanografi Nano Technology.
• Sumitomo Electric Semiconductor Materials Inc.
• Umicore
• Veeco Instruments Inc.
• Wafer Technology Ltd.
• Western Minmetals (SC) Corporation
• Xiamen Powerway Advanced Material Co. Ltd
• Yunnan Germanium Co., Ltd.

The Global InP Wafer Market was valued at USD 170 million in 2023 and is projected to expand at 11.5% CAGR from 2024 to 2032. This growth is largely driven by the increasing demand for 200 mm compound semiconductor epi wafers, which offer significant advantages in terms of supporting high-volume production and lowering per-unit costs. These wafers are particularly sought after for applications in fields such as photonics and optoelectronics.

The InP wafer market is categorized by diameter into four key segments: 50.8 mm (2"), 76.2 mm (3"), 100 mm (4"), and above. Among these, the 50.8 mm (2") segment is expected to see substantial growth, with an anticipated market value of USD 302.6 million by 2032. This segment is the most prominent due to its optimal combination of cost-effectiveness and performance. The 50.8 mm wafers are ideal for a wide range of applications, including telecommunications, photonics, and emerging technologies such as 3D sensing and LiDAR, where they offer high-quality performance while ensuring efficient production.

The market is also divided based on product type, which includes N-Type InP Wafer, P-Type InP Wafer, and Semi-Insulating InP Wafer. The P-Type InP wafer segment is expected to experience the fastest growth, with a CAGR of 13.2% from 2024 to 2032. This growth is fueled by the increasing adoption of P-Type wafers in optoelectronic devices, particularly in applications like light-emitting diodes (LEDs) and laser diodes. The demand for P-Type InP wafers is rising due to their importance in next-generation technologies, such as 3D sensing, LiDAR, and optical communications. Additionally, advancements in photonics and the drive for more energy-efficient power electronics are supporting the growth of this segment.

North America InP wafer market held 39.4% in 2023. The rapid expansion of the U.S. InP wafer market is attributed to the country's significant investments in cutting-edge technologies, including 5G networks, optical communications, and autonomous vehicles. The demand for high-performance semiconductors in industries such as telecommunications, aerospace, and defense is driving the widespread use of InP wafers. Known for their superior electronic and photonic properties, InP wafers are essential in meeting the performance requirements of these high-tech sectors.

In summary, the InP wafer market is poised for significant growth as industries demand advanced, high-performance semiconductors for a variety of applications. The continued development of technologies in telecommunications, optoelectronics, and energy-efficient electronics will further contribute to the market's expansion over the next decade.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definition
• 1.2 Base estimates & calculations
• 1.3 Forecast calculation
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis, 2021-2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Key news & initiatives
• 3.5 Regulatory landscape
• 3.6 Impact forces
  • 3.6.1 Growth drivers
    • 3.6.1.1 Increased demand for 200 mm compound semiconductor epi wafers.
    • 3.6.1.2 Adoption in automotive and autonomous systems
    • 3.6.1.3 Growth of data centers and high-speed connectivity
    • 3.6.1.4 Demand for high-efficiency radar solutions
    • 3.6.1.5 Growing photonics and optoelectronics demand
  • 3.6.2 Industry pitfalls & challenges
    • 3.6.2.1 Limited wafer size options
    • 3.6.2.2 Competition from alternative materials
• 3.7 Growth potential analysis
• 3.8 Porter's analysis
• 3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Diameter, 2021-2032 (USD million)

• 5.1 Key trends
• 5.2 50.8 mm (2")
• 5.3 76.2 mm (3")
• 5.4 100 mm (4") and Above

Chapter 6 Market Estimates & Forecast, By Product Type, 2021-2032 (USD million)

• 6.1 Key trends
• 6.2 N-Type InP Wafer
• 6.3 P-Type InP Wafer
• 6.4 Semi-Insulating InP Wafer

Chapter 7 Market Estimates & Forecast, By End Use Industry, 2021-2032 (USD million)

• 7.1 Key trends
• 7.2 Consumer electronics
• 7.3 Telecommunications
• 7.4 Medical
• 7.5 Others

Chapter 8 Market Estimates & Forecast, By Application, 2021-2032 (USD million)

• 8.1 Key trends
• 8.2 Optoelectronics
• 8.3 Photonic integrated circuits
• 8.4 RF/Microwave devices
• 8.5 Power electronics
• 8.6 Research & development
• 8.7 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021-2032 (USD million)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 Australia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 South Africa
  • 9.6.3 Saudi Arabia

Chapter 10 Company Profiles

• 10.1 AXT Inc.
• 10.2 Broadcom Inc.
• 10.3 CMK Ltd.
• 10.4 DOWA Electronics Materials Co., Ltd.
• 10.5 Freiberger Compound Materials GmbH
• 10.6 JX Nippon Mining & Metals Corporation
• 10.7 Logitech Ltd.
• 10.8 MTI Corporation
• 10.9 Nanografi Nano Technology.
• 10.10 Sumitomo Electric Semiconductor Materials Inc.
• 10.11 Umicore
• 10.12 Veeco Instruments Inc.
• 10.13 Wafer Technology Ltd.
• 10.14 Western Minmetals (SC) Corporation
• 10.15 Xiamen Powerway Advanced Material Co. Ltd
• 10.16 Yunnan Germanium Co., Ltd.