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1406087

化合物半導體：市場佔有率分析、產業趨勢與統計、2024年至2029年成長預測

Compound Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029
出版日期: | 出版商: Mordor Intelligence | 英文 200 Pages | 商品交期: 2-3個工作天內

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簡介目錄

化合物半導體市場規模預計到2024年為325.9億美元，預計到2029年將達到546.9億美元，在預測期內（2024-2029年）複合年成長率為10.91%。

化合物半導體-市場-IMG1

COVID-19 大流行已導致化合物半導體製造業的多種產品停止​​生產。此外，世界各國政府實施的各國封鎖進一步打擊了各個產業，擾亂了世界各地的供應鏈和製造業務。大多數製造業務，都受到嚴重影響，生產力下降。

主要亮點

  • 化合物半導體由元素週期表中不同或相同族的兩種或多種元素製成。化合物半導體是使用各種沉積技術製造的，例如化學氣相沉積和原子層沉積。具有耐高溫、增強頻率、高磁靈敏度、高速運轉和光電功能等獨特性能是推動需求的一些關鍵優勢。此外，隨著化合物半導體製造成本的下降，其在電子設備和行動裝置中的應用正在擴大。
  • 進一步推動需求的是化合物半導體以普通照明 (LED)、雷射和光纖接收器的形式發射和感應光的能力。由於LED製造和安裝成本的下降，其在各領域照明設備的應用正在擴大。大城市正在大力投資基礎設施，以滿足不斷成長的人口的需求，政府正在幫助客戶安裝節能光源，以降低電力消耗成本。
  • 例如，在大流行期間，EESL（能源效率服務有限公司）慶祝了為期一年的名為「Unnat Jyoti 計畫（UJALA）」的政府計劃的完成。該計劃將超過 1,060 萬盞路燈更換為 LED 照明，減少碳排放和電費2,000 萬噸。這些舉措進一步提振了所研究的市場。
  • 2020年，台積電(TSMC)約31%的零件來自中國，這一比例到2021年將增加至31%。
  • 根據美國能源局(DOE) 的數據，LED 照明比傳統白熾燈泡消費量約 75% 至 80%，比鹵素燈泡節能約 65%。商業設施需要長時間照明，包括長時間工作、倉庫和製造設施的安全保障以及其他用途。因此，透過改用 LED 照明，您每年可以節省數百萬美元。例如， 美國 能源回收客戶透過以現代 LED 照明取代舊照明系統，可以節省約 20% 至 55% 的公用事業費用。因此，採用 LED 的轉變正在推動所研究市場的成長。
  • 智慧型手機是化合物半導體的主要消費者。近年來，智慧型手機市場競爭異常激烈。行動電話使用量的增加預計將進一步推動全球市場。例如，根據愛立信2022年行動報告，到年終，全球5G用戶數將達到44億，佔所有行動電話用戶數的48%。
  • 物聯網應用正在興起，預計將推動化合物半導體的銷售。此外，隨著5G網路的發展，無線通訊領域的成長也有望實現。第五代網路也為消費者提供了升級行動手機和設備的潛力，從而促進全球化合物半導體的採用。
  • 化合物半導體產業被認為是最複雜的產業之一，因為它面臨著惡劣的環境，包括波動的電子市場和不可預測的需求，以及製造和各種產品中涉及的 500 多個加工步驟。

化合物半導體市場趨勢

光電裝置在預測期內將大幅成長

  • 涵蓋調查範圍的光電產品包括光電二極體、光電電晶體、頻譜儀、太陽能板和其他光電裝置，不包括LED產品。
  • 基於 GaN 的電晶體正在尋找新的途徑，特別是在光電子領域，因為與基於 SiC 的電晶體相比，它們更快、更有效率。 GaN的電子遷移率比矽高1000倍，即使在高溫下也能相對穩定地工作。
  • 光電領域的最新進展，如等離子體奈米結構、鈣鈦礦電晶體、光學活性量子點、微燈泡、低成本3D成像、雷射驅動3D顯示技術和雷射Li-Fi等，大大提高了光電元件的動態性能有望為應用領域帶來量子變革。
  • 此外，2022 年 6 月，來自美國（中佛羅裡達大學）和韓國的研究人員創建了一種多波長光電突觸，可在同一裝置中進行光學資料檢測、儲存和處理。由此產生的感測器內人工視覺系統具有顯著提高的處理效率和影像辨識精度，在機器人、自動駕駛汽車、機器視覺等領域具有潛在的應用。與人眼類似，視網膜透過視神經突觸傳輸光學資料，光電突觸允許將光學資料的感測、儲存和處理整合到同一裝置中。
  • 此外，2022年8月，橫河馬達推出了兩款新型頻譜儀（OSA），以滿足市場對可測量多種波長的儀器的需求，從而滿足獨特的光學產品擴展和製造需求。橫河馬達AQ6375E和AQ6376E是唯一覆蓋2μm以上SWIR（短波長紅外線）和3μm以上MWIR（中波長紅外線）的光柵OSA，具有先進的光學性能。
  • 公司正在擴大產品系列，以滿足客戶的多樣化需求。例如，2022年4月，專門生產各種光電元件的億光生產線推出了多種新產品，包括光電二極體和光電電晶體。這些產品由第三方經銷商 Transfer Multisort Elektronik (TME) 提供。
  • 對可再生能源的需求不斷成長進一步推動了所研究的市場。根據IRENA預測，印度南亞地區太陽能發電容量將在與前一年同期比較達到高峰超過62.8吉瓦，年增21.5%。
化合物半導體-市場-IMG2

中東和非洲正在經歷顯著的成長

  • 中東和非洲的主要國家，包括沙烏地阿拉伯、埃及和阿拉伯聯合大公國，都擁有該地區一些最大的可再生能源項目。化合物半導體裝置在控制再生能源來源的產生並將其連接到網路方面發揮關鍵作用。
  • 此外，半導體產業在中東和非洲逐漸崛起，創造了可觀的市場成長機會。例如，2022年3月，阿卜杜勒阿齊茲國王科技城（KACST）開設了該國第一個沙烏地阿拉伯城市，旨在支援電子晶片設計和在地化領域的研發和專家資格認證。我們的半導體計劃的開始。
  • 此外，5G 正在中東和北非顯著擴張。海灣國家在 5G 發展方面處於領先地位，政府和當局向行動​​通訊業者進入許可權5G 發射頻譜，使他們能夠建立世界上第一個、最快的 5G 網路。據 GSMA 稱，中東和北非 (MENA) 的多元化經濟體將極大地受益於 5G，預計到 2030 年中頻段將創造超過 160 億美元（佔該地區 GDP 的 0.35%）的新 GDP。
  • 此外，2022年3月，總部位於南非的跨國行動電信業者MTN宣布將投資超過4,225萬美元，用於該國最大省份北開普省及其司法中心南非的網路開發和5G推廣。自由州宣布他們將投資。這些舉措促進了這些地區整體半導體產業的發展，為所研究市場的成長創造了積極的前景。
  • 此外，杜拜預計將花費數百萬迪拉姆進行獎勵，到 2030 年在路上擁有 42,000 輛電動車。通用汽車預計，隨著雪佛蘭電動車的推出，中東和非洲的銷量將增加。作為「智慧杜拜」計畫的一部分，杜拜的電動車綠色充電站數量可能會增加一倍，該計​​畫旨在使杜拜成為世界上最具創新性和最幸福的城市。杜拜水電局宣佈在杜拜各地安裝 100 個電動車綠色充電站，作為其綠色充電計畫第二階段的一部分。
  • 據氣候現實計畫稱，全球最大的聚光太陽能發電廠將於近期在杜拜附近竣工，預計發電量為1000兆瓦。杜拜的目標是到 2050 年實現 75% 的能源來自清潔能源來源，2030 年的能源結構目標是 25% 是太陽能。這些努力正在推動該地區的研究市場。

化合物半導體產業概況

化合物半導體市場競爭激烈，Broadcom、Skyworks Solutions、Cree、Qorvo、ADI、OSRAM、GaN Systems、Skyworks Solution 和 Infineon Technologies 等主要廠商佔據市場主導地位。這些擁有大量市場佔有率的大公司正專注於擴大海外基本客群。這些公司正在利用策略合作措施來提高市場佔有率和盈利。然而，隨著技術進步和產品創新，中小企業正在透過獲得獨特的合約和開拓新市場來擴大市場。

  • 2022 年 6 月 - 艾邁斯歐司朗宣布台灣 Ledtech 已選擇 OSLON UV 3636 UV-C LED 用於其新型智慧型空氣清淨機 BioLED 的消毒功能。 BioLED 的 OSLON UV 3636 LED 可去活化高達 99.99% 的病毒，包括 SARS-CoV-2，照射率為 3.6mJ/cm2。
  • 2022 年 5 月 - Qorvo 宣布推出新世代 1200V SiCFET。全新 UF4C/SC 系列 1200V Gen 4 SiCFET（來自最近收購的 UnitedSiC）用於電動車汽車充電器、工業電池充電器、工業電源、DC/DC 太陽能逆變器、焊接機、不斷電系統，專為800V設計感應加熱應用中的匯流排架構。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業價值鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係
  • 評估宏觀經濟趨勢對市場的影響

第5章市場動態

  • 市場促進因素
    • 電子和行動裝置的需求增加
    • 工業自動化程度提高
  • 市場挑戰
    • 原料和製造成本高

第6章市場區隔

  • 按類型
    • 砷化鎵 (GaAs)
    • 氮化鎵（GaN）
    • 磷化鎵 (GaP)
    • 碳化矽（SiC）
    • 其他
  • 依產品
    • LED
    • RF
    • 光電子學
    • 電力電子
    • 其他產品
  • 按用途
    • 通訊領域
    • 資訊和通訊技術
    • 國防/航太
    • 消費性電子產品
    • 衛生保健
    • 車
    • 其他用途
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
    • 歐洲
      • 德國
      • 法國
      • 義大利
      • 歐洲其他地區
    • 亞太地區
      • 中國
      • 日本
      • 印度
      • 其他亞太地區
    • 拉丁美洲
    • 中東/非洲

第7章 競爭形勢

  • 公司簡介
    • Skyworks Solutions INC.
    • Wolfspeed Inc.
    • Qorvo Inc.
    • Analog Devices Inc.
    • OSRAM GmbH（ams-OSRAM AG）
    • GaN Systems Inc.
    • Infineon Technologies AG
    • NXP Semiconductors NV
    • Advanced Wireless Semiconductor Company
    • STMicroelectronics NV
    • Texas Instruments Inc.
    • Microsemi Corporation（Microchip Technology Inc.）
    • WIN Semiconductors Corp.
    • ON Semiconductor Corp.（Semiconductor Components Industries Llc）
    • Mitsubishi Electric Corporation

第8章投資分析

第9章市場的未來

簡介目錄
Product Code: 69330
Compound Semiconductor - Market - IMG1

The Compound Semiconductor Market size is estimated at USD 32.59 billion in 2024, and is expected to reach USD 54.69 billion by 2029, growing at a CAGR of 10.91% during the forecast period (2024-2029).

The COVID-19 pandemic halted the manufacturing of several products in the compound semiconductor production industry owing to continued lockdown in critical global regions. In addition, country-wise lockdowns inflicted by governments across the globe further resulted in sectors taking a hit and disrupting supply chains and manufacturing operations worldwide. Most manufacturing operations, including the factory floor work, were significantly affected, resulting in decreased productivity.

Key Highlights

  • Compound semiconductors are made from two or more elements of the different or same group of the periodic table. These are manufactured by using various types of deposition techniques, such as chemical vapor deposition, atomic layer deposition, and others. They possess unique properties like high temperature and heat resistance, enhanced frequency, high sensitivity to magnetism, and faster operation and optoelectronic features are some of the key advantages boosting their demand. Moreover, the decrease in the manufacturing cost of compound semiconductors has increased their application in electronic and mobile devices.
  • The ability of compound semiconductors to emit and sense light in the form of general lighting (LEDs) and lasers and receivers for fiber optics is further driving the demand. The decrease in manufacturing and installation cost of LEDs has increased its application in lamps and fixtures across all sectors. Mega-cities concentrate on investing in infrastructure development to meet the needs of the growing population, and governments are helping customers to install energy-efficient lighting sources to reduce their electricity consumption costs.
  • For instance, during the pandemic, EESL (Energy Efficiency Services Limited) celebrated the completion of its one-year governmental project called the Unnat Jyoti Program (UJALA). Under this program, it substituted more than 10.6 million street light bulbs with LED lights to reduce the carbon dioxide footprint by 20 million tons and the electricity cost. Such initiatives further boost the market studied.
  • In 2020, the Taiwan Semiconductor Manufacturing Company (TSMC) sourced about 31% of spare parts locally in China, which increased to 31% in 2021.
  • According to the US Department of Energy (DOE), LED lights use about 75-80% less energy than traditional incandescent light bulbs and about 65% less energy than halogen bulbs. Commercial enterprises need lighting for an extended period, whether for long working hours, safety and security in a warehouse or manufacturing facility, or other uses. Thus, switching to LED lights can save millions of dollars annually. For example, US Energy Recovery clients can save about 20-55% on their electric utility bills by swapping out old lighting systems for state-of-the-art LED lighting. Therefore, the shift toward LED adoption is driving the growth of the market studied.
  • The smartphone is the major consumer of compound semiconductors. The smartphone market has been very competitive in recent years. The increasing usage of mobile phones is further anticipated to drive the global market. For instance, according to the Ericsson Mobility Report, 2022, by the end of 2027, there will be 4.4 billion 5G subscriptions globally, accounting for 48% of all mobile subscriptions.
  • The Internet of Things applications are increasing, which is expected to boost the sales of compound semiconductors. Moreover, the wireless communications sector is expected to grow with the growth in 5G networks. Fifth-generation networks also indicate the likelihood of consumers upgrading their mobile handsets or devices to drive global compound semiconductor adoption.
  • The compound semiconductor industry is considered one of the most complex industries, not only due to the more than 500 processing steps involved in the manufacturing and various products but also due to the harsh environment it faces, e.g., the volatile electronic market and the unpredictable demand.

Compound Semiconductor Market Trends

Optoelectronics to Have a Significant Growth During the Forecast Period

  • Optoelectronic products covered under the study scope include photodiodes, phototransistors, optical spectrum analyzers, solar panels, and other optoelectronic devices, excluding LED products.
  • GaN-based transistors are discovering new ways, particularly in optoelectronics, compared to SiC-based, as they are faster and more efficient. GaN has 1,000 times the electron mobility of silicon, along with relatively stable operability at higher temperatures.
  • Recent advancements in the field of optoelectronics, such as plasmonic nanostructures, perovskite transistors, optically active quantum dots, microscopic light bulbs, low-cost 3D imaging, laser-powered 3D display technology, and Laser Li-Fi, are expected to cause a quantum shift in the dynamic applicability areas of optoelectronic apparatus.
  • Further, in June 2022, a multiwavelength optoelectronic synapse that enables optical data detection, storage, and processing in the same device was created by researchers in the United States (University of Central Florida) and South Korea. The resultant in-sensor artificial visual system, which significantly improves processing effectiveness and picture identification precision, might use robotics, self-driving cars, and machine vision. Like the human eye, where the retina, through the synapse of the optic nerve, carries optical data, optoelectronic synapse allows optical data sensing, memory, and processing to be integrated into the same device.
  • Additionally, in August 2022, Yokogawa launched two new optical spectrum analyzers (OSAs) to fulfill the market demand for an instrument capable of measuring a wide range of wavelengths to meet unique optical product expansion and manufacturing needs. The Yokogawa AQ6375E and AQ6376E are the only grating-based OSAs covering SWIR (Short-Wavelength InfraRed) over 2 µm and MWIR (Mid-Wavelength InfraRed) over 3 µm, with advanced optical performance.
  • To meet the various needs of the customers, the firms are expanding their product portfolio. For instance, in April 2022, the Everlight line specializes in manufacturing different optoelectronic devices, introduced a wide range of new products in its portfolio, including photodiodes and phototransistors. These products are offered by third-distributor Transfer Multisort Elektronik (TME).
  • Growing demands for renewable energy are further driving the studied Market. According to IRENA, the solar photovoltaic energy capability in the South Asian country of India peaked at over 62.8 gigawatts in 2022, up 21.5% from the previous year.
Compound Semiconductor - Market - IMG2

Middle East and Africa to Witness Significant Growth

  • Prominent countries across the Middle East and Africa, such as Saudi Arabia, Egypt, and the United Arab Emirates, have some of the region's most extensive renewable energy programs. Compound semiconductor devices play a significant role in controlling the generation and link to the network of renewable energy sources.
  • Moreover, the semiconductor industry is slowly gaining momentum in the Middle East and Africa, creating considerable market growth opportunities. For instance, in March 2022, the King AbdulazizCity for Science and Technology (KACST) announced the launch of the Saudi Semiconductor Program, the first of its kind in the province, which is desired to support the research, development, and qualification of professionals in the field of designing and localizing electronic chips.
  • Furthermore, in the Middle East & North Africa, 5G is expanding significantly. The Gulf nations have taken the lead in developing 5G, and their governments and authorities have given mobile carriers access to the 5G launch spectrum so they may build some of the world's first and fastest 5G networks. According to GSMA, the diversified economies of the Middle East and North Africa (MENA) will significantly benefit from 5G, with the mid-band estimated to provide USD16 billion more in new GDP in 2030, or 0.35% of the region's GDP.
  • In addition, in March 2022, MTN, a multinational mobile telecommunications firm based in South Africa, said it would invest more than USD 42.25 million in network development and a 5G push in the nation's largest province, the Northern Cape, and its judicial center, the Free State. Such initiatives to boost the overall semiconductor industry in these regions create a positive outlook for the growth of the studied market.
  • Further, Dubai is expected to spend millions of Dirhams on incentives to have 42,000 EVs on its streets by 2030. General Motors expects to boost sales in the Middle East & Africa with the launch of its Chevrolet EV. The number of EV Green Charger stations in Dubai may be doubled as part of the 'Smart Dubai' initiative, which seeks to make Dubai the world's most innovative and happiest city. The Dubai Electricity and Water Authority announced the fulfillment of the second phase of its 'Green Charger' ambition, which contained the installation of additional 100 EV Green Charger stations across Dubai.
  • According to the Climate Reality Project, the world's most extensive concentrated solar plant is due to be completed recently near Dubai, and it is expected to have a capacity of 1,000 MW. Dubai aims to produce 75% of its energy from clean sources by 2050, and its target energy mix for 2030 is 25% solar. These initiatives are driving the studied market in the region.

Compound Semiconductor Industry Overview

The Compound Semiconductor Market is highly competitive and is dominated by several major players like Broadcom, Skyworks Solutions, Cree, Qorvo, Analog Devices, OSRAM, GaN Systems, Skyworks Solution, and Infineon Technologies. These prominent players with a significant market share focus on extending their customer base across foreign nations. These companies leverage strategic cooperative initiatives to increase their market share and profitability. However, with technological advancements and product innovations, mid-size to smaller companies are growing their market by securing unique contracts and tapping new markets.

  • June 2022 - ams OSRAM announced that Taiwan-based Ledtech had chosen OSLON UV 3636 UV-C LEDs for a sanitization function in its newBioLED intelligent air purifier. The BioLED's OSLON UV 3636 LEDs can inactivate up to 99.99% of viruses, including SARS-CoV-2, at a dosing rate of 3.6mJ/cm2.
  • May 2022 - Qorvo introduced a new generation of 1200V SiCFETs. The new UF4C/SC series of 1200V Gen 4 SiCFETs (from recently acquired UnitedSiC) are designed for 800V bus architectures in onboard chargers for electric vehicles, industrial battery chargers, industrial power supplies, DC/DC solar inverters, welding machines, uninterruptible power supplies, and induction heating applications.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitutes
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Assessment of Impact of Macroeconomic Trends on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Rise in Demand for Electronic and Mobile Devices
    • 5.1.2 Increase in Industrial Automation
  • 5.2 Market Challenges
    • 5.2.1 High Raw Material and Fabrication Costs

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Gallium Arsenide (GaAs)
    • 6.1.2 Gallium Nitride (GaN)
    • 6.1.3 Gallium Phosphide (GaP)
    • 6.1.4 Silicon Carbide (SiC)
    • 6.1.5 Others
  • 6.2 By Product
    • 6.2.1 LED
    • 6.2.2 RF
    • 6.2.3 Optoelectronics
    • 6.2.4 Power Electronics
    • 6.2.5 Other Products
  • 6.3 By Application
    • 6.3.1 Telecommunications
    • 6.3.2 Information & Communication Technology
    • 6.3.3 Defense & Aerospace
    • 6.3.4 Consumer Electronics
    • 6.3.5 Healthcare
    • 6.3.6 Automotive
    • 6.3.7 Other Applications
  • 6.4 By Geography
    • 6.4.1 North America
      • 6.4.1.1 United States
      • 6.4.1.2 Canada
    • 6.4.2 Europe
      • 6.4.2.1 Germany
      • 6.4.2.2 France
      • 6.4.2.3 Italy
      • 6.4.2.4 Rest of Europe
    • 6.4.3 Asia Pacific
      • 6.4.3.1 China
      • 6.4.3.2 Japan
      • 6.4.3.3 India
      • 6.4.3.4 Rest of the Asia Pacific
    • 6.4.4 Latin America
    • 6.4.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Skyworks Solutions INC.
    • 7.1.2 Wolfspeed Inc.
    • 7.1.3 Qorvo Inc.
    • 7.1.4 Analog Devices Inc.
    • 7.1.5 OSRAM GmbH (ams-OSRAM AG)
    • 7.1.6 GaN Systems Inc.
    • 7.1.7 Infineon Technologies AG
    • 7.1.8 NXP Semiconductors NV
    • 7.1.9 Advanced Wireless Semiconductor Company
    • 7.1.10 STMicroelectronics N.V.
    • 7.1.11 Texas Instruments Inc.
    • 7.1.12 Microsemi Corporation (Microchip Technology Inc.)
    • 7.1.13 WIN Semiconductors Corp.
    • 7.1.14 ON Semiconductor Corp. (Semiconductor Components Industries Llc)
    • 7.1.15 Mitsubishi Electric Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET