全球第三代半導體產業發展及主要企業產品策略

寬能帶隙化合物半導體也稱為第三代半導體材料，具有耐高壓、耐高溫、高頻工作等優異特性。近年來，隨著淨零排放的趨勢，世界各國都開始關注第三代半導體的重要性，例如降低功耗、提高能源效率。第三代半導體在提高能源效率方面的優勢引起全世界的關注。雖然歐洲、美國和日本公司是第三代半導體產品和應用市場的領導者，但中國和韓國在該領域崛起。

本報告分析了全球各地（歐洲、美國、東亞（包括日本、韓國、中國））第三代半導體產業的發展趨勢，以及調查全球各大公司在該領域的發展策略。

目錄

第1章 歐美第三代半導體產業發展

• 歐洲
  • 致力於汽車和工業領域
  • 豐富的科學研究資源與強大的外延晶圓代工廠生產能力
• 美國
  • 優先軍事用途並擴大民間用途
  • 通訊元件和功率元件並重，SiC基板市場佔有率領先

第2章 美國主要公司產品策略

• STMicroelectronics
• Infineon
• Onsemi
• Wolfspeed
• Navitas
• Qorvo
• 摘要

第3章 東亞第三代半導體產業發展

• 日本
  • 電力與通訊設備並重發展
  • 專利獲取領先，外延技術實力雄厚
• 韓國
  • 政府主導的發展重點在於電力應用
• 中國
  • 政府主導的發展與快速擴張
  • 由於國內市場規模與政策支持，外資企業與本土企業合作

第4章 東亞主要企業產品策略

• ROHM
• Sumitomo Group
• Mitsubishi
• Innoscience
• Sanan Optoelectronics
• 摘要

第5章 MIC 視角

• 歐洲：在政府大力支持下致力於汽車和工業功率裝置
• 美國：繼國防應用之後，也將加強民用應用，通訊設備和電力設備並重。
• 主要策略：加強生產能力、顧客關係與產品線
• 日本：外延和材料優勢，重點在於電力和通訊設備
• 中國/韓國：以政府為主導，強調內需
• 東亞：擴大產能、加強關係、拓展應用領域

附錄

• 公司名單

Wide-bandgap compound semiconductors, also known as third-generation semiconductor materials, possess excellent characteristics such as high voltage resistance, high-temperature tolerance, and high-frequency operation. In recent years, with the trend toward net-zero emissions, countries around the world have noticed the importance of third-generation semiconductors in reducing power consumption and improving energy efficiency. The advantages of third-generation semiconductors in enhancing energy efficiency have garnered global attention. European, US and Japanese companies are the leaders in the third-generation semiconductor products and applications market, while China and South Korea are emerging in this field. This report provides an overview of the development trends in the third-generation semiconductor industry in Europe, the US, and East Asia - including Japan, Korea, and China - and further explores the deployment strategies of leading companies in this arena worldwide.

Table of Contents

1. Development of European and US Third-Gen Semiconductor Industry

• 1.1 Europe
  • 1.1.1 Focusing on Automotive and Industrial Niches
  • 1.1.2 Abundant Research Resources and Robust Epitaxy and Wafer Foundry Capabilities
• 1.2 US
  • 1.2.1 Prioritizing Military Applications , Expanding to Civilian Uses
  • 1.2.2 Leading SiC Substrate Market Share with Equal Focus on Communication and Power Devices

2. Product Strategies of Leading Companies in Europe and the US

• 2.1 STMicroelectronics
• 2.2 Infineon
• 2.3 Onsemi
• 2.4 Wolfspeed
• 2.5 Navitas
• 2.6 Qorvo
• 2.7 Summary

3. Development of Third-Gen Semiconductor Industry in East Asia

• 3.1 Japan
  • 3.1.1 Equal Focus on Development of Power and Communication Devices
  • 3.1.2 Leading in Patents, with Strengths in Epitaxy Technology
• 3.2 Korea
  • 3.2.1 Government-led Development with Focus on Power Applications
• 3.3 China
  • 3.3.1 Government-led Development with Rapid Expansion
  • 3.3.2 Foreign Companies Partnering with Local Firms due to Large Domestic Market and Policy Support

4. Product Strategies of Leading Companies in East Asia

• 4.1 ROHM
• 4.2 Sumitomo Group
• 4.3 Mitsubishi
• 4.4 Innoscience
• 4.5 Sanan Optoelectronics
• 4.6 Summary

5. MIC Perspective

• 5.1 Europe: Focusing on Automotive and Industrial Power Devices with Robust Government Support
• 5.2 US: Defense Uses Followed by Civilian Applications, Equal Focus on Communication and Power Devices
• 5.3 Key Strategies: Enhancement in Capacity, Customer Relationships, and Product Lines
• 5.4 Japan: Focuses both on Power and Communication Devices, with Strengths in Epitaxy and Materials
• 5.5 China and Korea: Government-led with Focus on Domestic Demand
• 5.6 East Asia: Expand Capacity, Enhance Relationships, Broaden Applications

Appendix

• List of Companies

List of Tables

• Table 1: Development Strategies of Leading Third-Gen Semiconductor Companies in Europe and the United States
• Table 2: Products of Leading Third-Gen Semiconductor Companies in Europe and the United States
• Table 3: Development Strategies of Leading Third-Gen Semiconductor Companies in East Asia
• Table 4: Products of Leading Third-Gen Semiconductor Companies in East Asia

List of Figures

• Figure 1: STMicroelectronics' Third-Gen Semiconductor Development Strategies
• Figure 2: Infineon's Third-Gen Semiconductor Development Strategies
• Figure 3: Onsemi's Third-Gen Semiconductor Development Strategies
• Figure 4: Wolfspeed's Third-Gen Semiconductor Development Strategies
• Figure 5: Navitas' Third-Gen Semiconductor Development Strategies
• Figure 6: Qorvo's Third-Gen Semiconductor Development Strategies
• Figure 7: ROHM's Third-Gen Semiconductor Development Strategies
• Figure 8: SEDI's Vision for Information Transmission by 2030
• Figure 9: Mitsubishi's Third-Gen Semiconductor Development Strategies
• Figure 10: Innoscience's Third-Gen Semiconductor Development Strategies
• Figure 11: Sanan Optoelectronics' Third-Gen Semiconductor Development Strategies