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半導體生產設備矽晶圓

市場調查報告書

商品編碼

1642058

砷化鎵 (GaAs) 晶片：市場佔有率分析、產業趨勢和成長預測（2025-2030 年）

Gallium Arsenide GaAs Wafer - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年01月05日 | 出版商:

Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

砷化鎵 (GaAs) 晶圓市場規模預計在 2025 年為 13.1 億美元，預計到 2030 年將達到 22.6 億美元，預測期內（2025-2030 年）的複合年成長率為 11.44%。

GaAs 通常用於電子工業，主要用於半導體製造。 GaAs 晶圓在 LED、雷射二極體、光電元件和單晶微波積體電路等產品中的應用越來越多，被認為是推動研究市場成長的主要因素之一。規範這種化合物的價格將為砷化鎵（GaAs）晶片製造商創造成長機會。

砷化鎵或GaAs是由兩種元素組成的複合材料。用於製造 GaAs 晶片的半導體是一種直接能隙半導體，它允許電子快速穿過組件而不會受到太多干擾，這使得它們特別適用於光電設備。

智慧型手機和運算設備的日益普及以及發光二極體（LED）在通用照明中的日益普及是該市場的主要成長動力。物聯網的出現也是推動此市場趨勢擴大的重大因素之一。這項技術也創造了採用基於 GaAs 的 IC 的高頻通訊設備的需求。

因此，隨著多家電信業者擴大其通訊基礎設施，對 GaAs 晶圓的需求預計將增加，這將對未來幾年研究市場的成長產生積極影響。此外，GaAs晶圓的獨特特性使得電子、航太和國防、通訊等各個終端用戶產業對GaAs晶圓的需求不斷增加，也推動了全球對GaAs晶圓的需求。

例如，GaAs晶片是一種耐輻射損傷的寬直接能隙材料，使其成為高功率空間電子和光學窗口的理想選擇，預計將提供市場擴展機會並催生新的市場趨勢和使用案例，例如電子戰系統、電動飛機和寬頻行動電話網路技術的發展。

然而GaAs晶圓的價格是其使用率低的一大缺點。為了解決這些問題，研究人員已經找到了生產低成本砷化鎵薄膜的新方法，這有助於生產矽的替代設備，從而支持不斷成長的研究市場。

COVID-19 疫情在全球爆發，以及各國政府隨後為遏制病毒傳播而採取的果斷行動，對半導體行業產生了明顯影響，影響了半導體元件的生產並降低了客戶需求，從而阻礙了全球市場的成長。然而，數位技術的普及大大增加了對先進家用電子電器和支援數位基礎設施的需求，從而對研究市場的成長產生了積極影響。

砷化鎵（GaAs）晶圓市場趨勢

高頻電子產品佔據市場主導地位

在GaAs基板上製作的射頻（RF）裝置廣泛應用於無線區域網路（WLAN）、4G/5G基地台、行動通訊、衛星通訊、Wi-Fi通訊等無線通訊應用。這些趨勢發展代表了支援4G和5G服務的智慧型手機和其他行動裝置所需的下一代超小型高效能射頻前端晶片組開發的重要里程碑。

此外，GaAs晶圓的效率不斷提高、低耗電量，正在鼓勵市場參與企業採用它們，這也對GaAs晶圓的需求產生了積極影響。光電子元件以前廣泛應用於電腦周邊設備和短距離光纖通訊。儘管如此，擴增實境（AR）、LiDAR和臉部辨識等新應用的需求仍然很高。

全球網路普及率不斷上升，尤其是印度和巴西等新興國家，正在刺激對 GaAs 晶圓的需求。此後，對Wi-Fi連接產品到光纖網路、回程傳輸、基地台和無線通訊基礎設施的需求不斷增加，支援了網路在世界各地的普及。

此外，行動資料消費率的不斷成長和物聯網設備的廣泛應用也推動了對 Wi-Fi 和其他無線通訊設備的需求。這些產品和無線通訊相關技術的高成長率正在推動GaAs晶圓的採用。例如，根據5G America的預測，全球行動5G用戶數將從2023年的190萬增加到2027年的590萬。

預測期內亞太地區將佔據市場主導地位

亞太地區對智慧家用電子電器的需求日益成長。中國、台灣、日本和印度對智慧型手機、穿戴式裝置、電腦和筆記型電腦等先進科技設備的需求快速成長，進一步推動了該地區市場的成長。由於 GaAs 產品比基於矽的設備提供更好的資料傳輸和質量，因此連接性得到改善，因此需求量很大。此外，GaAs產品可以大規模生產，且產量比率率較高，從而促進業務成長。網際網路的日益普及、4G 和 5G 網路的擴張以及電子產業也有望推動該地區 GaAs 晶圓市場的發展。

亞太地區的主要促進因素之一是對計算設備、智慧型手機、平板電腦和筆記型電腦等先進技術設備的需求不斷成長。由於電晶體等 GaAs 產品可用於智慧型手機和其他無線通訊設備，不斷成長的需求正推動對 GaAs 晶圓的需求以可觀的速度成長。

中國是主導電子產業市場的領先國家，這得益於政府的大力支持，促進了中國研究市場的發展。例如，中國政府透過向產業相關人員提供資金來促進國內技術市場的發展。這些趨勢正在鼓勵新參與企業擴大在該國的業務。例如，2023年2月，GaAs晶圓基板等化合物半導體晶圓基板製造商AXT宣布擴建北京工廠。該公司投資了原料提取設施，以進一步鞏固其作為複合半導體基板領先供應商的地位。

中國也是5G基礎設施開發以及其他家用電子電器和電動車解決方案採用的領導者之一。例如，根據工信部的數據，到2022年終，中國將擁有約231萬個5G基地台。這些產業的成長為中國研究市場的成長創造了良好的前景。

台灣正見證晶圓市場成為技術發展的重點領域之一。因此，預計台灣也將在全球GaAs晶圓市場佔有較大佔有率。台灣公司正在解決前端和後端先進封裝架構的供應鏈需求，以適應專用材料和工藝，從而影響所研究的整體市場。

砷化鎵（GaAs）晶圓產業概況

砷化鎵（GaAs）晶片市場競爭激烈，少數公司佔據相當大的市場佔有率，包括AXT Inc.、工業、Semiconductor Wafer Inc.、Freiberger Compound Materials GmbH和廈門博威新材料。現有企業正致力於透過大量投資研發並向客戶提供更好、技術更先進的產品來鞏固其地位。

2023 年 5 月，半導體晶圓專家 QE 宣布推出一系列專為 Micro LED 顯示器認證而設計的新型 200 毫米 RGB 外延晶圓。據該公司稱，GaN和GaAs外延預計將繼續在推動微型LED的快速應用方面發揮關鍵作用。

2022年5月，南加州大學資訊科學研究所的 MOSIS Services 與 WIN Semiconductors, Inc. 簽署了合作備忘錄，利用 WIN Semiconductors 的 GaAs 和 GaN 製程技術加速開發 GaAs 和 GaN單晶微波積體電路。該夥伴關係將透過 MOSIS Services 與 WIN Semiconductors 合作的多計劃晶圓 (MPW)計劃支援可靠、創新和高效的設計和原型製作流程。

其他福利

Excel 格式的市場預測 (ME) 表
3 個月的分析師支持

GaAs is mainly used is common in electronics, such as semiconductor manufacturing. The growing adoption of GaAs wafers in products such as LEDs, laser diodes, optoelectronic devices, and monolithic microwave integrated circuits is considered among the primary factors driving the growth of the studied market. The price of this compound being regulated creates more growth opportunities for gallium arsenide (GaAs) wafers manufacturers.

Gallium Arsenide or GaAs is a compound material made up of two elements. The semiconductor used to manufacture GaAs wafers is a direct bandgap semiconductor, meaning that electrons can pass through components much quicker without much interference, making them particularly useful in optoelectronic devices.

The increasing adoption of smartphones and computing devices and the growing penetration of light-emitting diodes (LEDs) in general lighting are significant growth drivers for this market. The advent of IoT has also been one of the major reasons responsible for the increasing market trend. The technology has also created a demand for high-frequency communication devices with GaAs-based ICs.

As a result, with several telecommunication companies expanding their communication infrastructure, the demand for GaAs wafers will increase, which will positively influence the growth of the studied market in the forthcoming years. Additionally, owing to its inherent features, the need for GaAs wafers across various end-user industries such as electronics, aerospace & defense, and communications is increasing, which, in turn, is also driving the demand for GaAs Wafers globally.

For instance, GaAs wafers are also a great choice for high-power outer space electronics and optical windows due to their wide direct bandgap material that resists radiation damage which is also predicted to offer profitable chances for market expansion and give rise to new market trends and use cases, including their higher adoption in electronic warfare systems, electric aircraft, and developments in broadband cellular network technology.

However, the price of GaAs wafers is among the major disadvantage, which explains its low utilization. To solve such issues, researchers have achieved new methods of manufacturing thin films of low-cost gallium arsenide to help create devices that would replace silicon to support the studied market's growth.

The global outbreak of the COVID-19 pandemic and the subsequent decisive government actions taken to curb the spread of the virus had a notable impact on the semiconductor sector, affecting the manufacture of semiconductor components and lowering customer demand, thereby impeding the global market's growth. However, higher exposure to digital technologies significantly enhanced the demand for advanced consumer electronic devices and supporting digital infrastructure, which positively influenced the growth of the studied market.

Gallium Arsenide (GaAs) Wafer Market Trends

Radio Frequency Electronics to Hold the Significant Share in the Market

Radio-frequency (RF) devices produced with GaAs substrates are widely used in wireless communication applications, including wireless networks (WLAN), 4G/5G base stations, mobile communication, satellite, and Wi-Fi communications. The development of such trends marks an important milestone in developing next-generation, ultra-compact, and high-performance RF front-end chipsets that are needed for smartphones and other handsets, supporting 4G and 5G services.

GaAs wafers' higher efficiency and lower power consumption are also enticing market participants to adopt them, positively influencing the demand for GaAs wafers. Optoelectronic devices were previously widely used in computer peripherals and short-range optical communications. Still, they are in high order for new applications such as augmented reality (AR), lidar, and facial recognition.

Globally, internet penetration is rising, especially in developing countries such as India and Brazil, stimulating the demand for GaAs wafers. Subsequently, the need for fiber-optic networks and backhaul, base stations, and Wi-Fi connectivity products with wireless communication infrastructure and have supported the growing penetration of the internet worldwide, which, in turn, is driving the adoption of GaAs wafers.

Further, the growth of mobile data consumption rate and the wide adoption of IoT devices also propel the requirement for Wi-Fi and other wireless communication devices. As a result of the high growth rates for such products and technologies related to wireless communications are aiding the adoption of GaAs wafers. For instance, according to 5G America, the global number of mobile 5G subscriptions is expected to grow from 1.9 million in 2023 to 5.9 million by 2027.

Asia Pacific to Dominate the Market During the Forecast Period

The Asia Pacific region has an increasing demand for intelligent consumer electronic devices. China, Taiwan, Japan, and India have surging demand for advanced technological devices such as smartphones, wearables, computers, and laptops, further augmenting the regional market's growth. GaAs products offer better connectivity through enhanced data transmission and quality than silicon-based devices, so their demand has increased. Additionally, GaAs products can be manufactured on large scales with high yield rates, which improves business growth. The increasing Internet penetration, expansion of 4G and 5G networks, and the electronic industry are also expected to fuel the development of the GaAs wafer market in the region.

One major driving factor in the Asia Pacific region is the growing demand for advanced technological devices such as computing devices, smartphones, tablets, and laptops. As GaAs products such as transistors can be used for smartphones and other wireless communication devices, the growing demand is driving the need for GaAs wafers at a promising rate.

China is the major country dominating the market for the electronics industry owing to considerable government support, which is fostering the development of the studied market in China. For instance, the Chinese government is promoting its domestic technology market by funding the industry players. Such trends are encouraging new players to expand their presence in the country. For instance, in February 2023, AXT, a manufacturer of compound semiconductor wafer substrates such as GaAs wafer substrates, announced an expansion of operations at its Beijing facility. The company invested in raw material extraction facilities to further strengthen its position as the leading provider of compound semiconductor substrates.

China is also among the leading countries in 5G infrastructure development and adopting other consumer electronic and electric mobility solutions. For instance, according to MIIT, by the end of 2022, China had about 2.31 million 5G base stations. Together the growth of these industries is creating a favorable outlook for the growth of the studied market in China.

Taiwan has witnessed the wafer market as one of the critical areas of technological development. As a result, Taiwan is also expected to hold a significant market share in the global GaAs wafer market. Companies across Taiwan are addressing the supply chain needs of front and back-end advanced wafer-level packaging architectures to cater to specialty materials and processes, thus, influencing the overall market studied.

Gallium Arsenide (GaAs) Wafer Industry Overview

The Gallium Arsenide GaAs Wafer Market is competitive and highly concentrated with a few companies such as AXT Inc, Sumitomo Electric Industries Ltd., Semiconductor Wafer Inc, Freiberger Compound Materials GmbH, Xiamen Powerway Advanced Material Co. Ltd, holding a significant market share. Established companies focus on strengthening their position by investing heavily in R&D and providing customers with better and technologically advanced products.

In May 2023, QE, a semiconductor wafer specialist, introduced a new range of 200mm RGB epitaxial wafer products specifically designed for microLED display qualification. According to the company, GaN and GaAs epitaxy is anticipated to continue to play a crucial role in driving the rapid adoption of microLEDs.

In May 2022, The MOSIS Service of Information Sciences Institute, University of Southern California, and WIN Semiconductors Corp. signed a Memorandum of Understanding (MoU) to accelerate the development of GaAs and GaN monolithic microwave integrated circuits with WIN Semiconductors' GaAs and GaN process technologies. The partnership will support the reliable, innovative, and effective design and prototyping flow through the multi-project wafer (MPW) projects with the MOSIS Service and WIN Semiconductors.

Additional Benefits:

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

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 Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Bargaining Power of Suppliers
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Threat of New Entrants
- 4.2.4 Threat of Substitute Products
- 4.2.5 Intensity of Competitive Rivalry
4.3 Technology Snapshot
- 4.3.1 Liquid Encapsulated Czochralski (LEC) Grown GaAs
- 4.3.2 Vertical Gradient Freeze (VGF) Grown GaAs
4.4 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Increasing Adoption of 5G Infrastructure Across the World
- 5.1.2 Surging Demand for Opto-electronic Devices
5.2 Market Restraints
- 5.2.1 High Production Cost

6 MARKET SEGMENTATION

6.1 By Application
- 6.1.1 Radio Frequency Electronics
- 6.1.2 Light Emitting Diodes
- 6.1.3 Photovoltaic Devices
- 6.1.4 Phototonic Devices
- 6.1.5 Other Applications
6.2 By Geography
- 6.2.1 United States
- 6.2.2 Taiwan
- 6.2.3 China
- 6.2.4 Japan
- 6.2.5 United Kingdom
- 6.2.6 Germany
- 6.2.7 Rest of the World

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Semiconductor Wafer Inc
- 7.1.2 AXT Inc.
- 7.1.3 Freiberger Compound Materials GmbH
- 7.1.4 Xiamen Powerway Advanced Material Co. Ltd.
- 7.1.5 Sumitomo Electric Industries Ltd.
- 7.1.6 Wafer Technology Ltd.
- 7.1.7 MTI Corporation
- 7.1.8 Vital Materials Co Limited
- 7.1.9 Dowa Electronics Materials Co. Ltd.
- 7.1.10 American Elements