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半导体材料

市场调查报告书

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1455769

全球砷化铝镓市场-2024-2031

Global Aluminum Gallium Arsenide Market -2024-2031

出版日期: 2024年03月26日 | 出版商:

DataM Intelligence | 英文 188 Pages | 商品交期: 最快1-2个工作天内

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简介目录

概述

2023年全球铝砷化镓市场规模达19亿美元，预估至2031年将达42亿美元，2024-2031年预测期间CAGR为10.2%。

对节能照明解决方案的需求不断增长，电信领域越来越多地使用基于 AlGaAs 的产品来实现高速资料传输，以及对太阳能等再生能源的投资不断增加。 AlGaAs 新颖应用的开发和生产方法的改进也推动了市场的扩张。

例如，2023年10月，长鑫新桥获得了中国国家半导体投资基金145.6亿元人民币（19.9亿美元）的投资。国家企业信用资讯公示系统显示，本次交易中，国家积体电路产业投资基金出资占长鑫新桥註册资本总额的33.15%。因此，IC产业投资的持续成长推动了占亚太市场大部分份额的中国ALGaAs市场的成长。

动力学

扩大镓生产能力

由于其成本高且可用性有限，镓可能会影响生产 AlGaAs 装置的最终成本。提高镓生产能力可以带来规模经济和更便宜的镓生产，最终将降低生产 AlGaAs 产品的价格。由于成本降低、需求增加和市场扩张，AlGaAs 装置可能会在市场上变得更具竞争力。

2024 年 1 月，由于中国国内生产商扩大或扩大产能，中国市场的镓越来越多。然而，由于新年出口管制法的模糊性和下游需求的缺乏，2024年市场可能会出现更严重的库存过剩。

2024年的新增产能是由中国贸易商估计的，并根据市场参与者的不同而有所不同。一些製造商预计产量将增加 200-300 吨。特别是与替代製程相比，在铝製造过程中提取镓具有经济利益，并且世界上大量含镓的高品位铝土矿集中在中国。考虑到中国在该行业的重要作用，铝公司开始或增加镓生产可能更方便。

采用 AlGaAs 装置的消费性电子产品

由于智慧型手机和笔记型电脑等消费性设备数量的不断增加，对小型或低功率半导体材料和组件的需求不断增加。基于 AlGaAs 的装置具有出色的效率、高度可靠并且可以在高频下运行，因此适合整合到各种消费性电子产品中。

例如，2023 年 9 月，印度科学研究所 (IISc) 的研究人员创建了一种完全本土化的氮化镓电源开关。此开关可用于无线通讯以及笔记型电脑和电动车的电源转换器等系统。在IISc奈米科学与工程中心，从材料生长到装置製造再到封装的整个开关建构过程都是独立开发的。

镓和砷的供应有限

镓和砷的供应受限也可能导致市场价格波动。 AlGaAs 半导体的生产成本可能会直接受到这些原物料价格波动的影响，从而增加製造商的成本。然后，更高的生产成本可能会转嫁给客户，从而提高产品成本，从而可能减少对基于 AlGaAs 的设备的需求。

镓和砷的稀缺可能成为新公司进入 AlGaAs 产业的障碍。在基础设施、物流能力和采购协议方面，为这些原材料建立可靠的供应链需要花费大量成本。小型企业或新来者可能很难与已经建立供应链的领先企业竞争。

价格波动

原料（特别是镓和砷）的价格波动对 AlGaAs 半导体的生产成本有直接影响。当价格上涨时，製造商必须支付更多的生产费用，这可能会降低他们的利润率或增加基于 AlGaAs 的产品的成本。与其他材料相比，它可能会降低 AlGaAs 的竞争力，并限制其在一系列应用中的使用。

2023 年 7 月，由于买家对中国限制这种稀有金属（多种科技公司使用的金属）出货的决定做出反应，全球镓价格飙升 27%。因此，由于原材料价格波动，全球砷化铝镓市场的成长和永续性面临重大障碍。

The expanding need for energy-efficient lighting solutions, the growing use of AlGaAs-based products in the telecommunications sector for high-speed data transmission and the rising investment in renewable energy sources like solar power. The development of novel applications for AlGaAs and improvements in production methods are also driving market expansion.

For instance, in October 2023, Changxin Xinqiao has received a 14.56 billion yuan (US$ 1.99 billion) investment from China's state-backed semiconductor investment fund. According to the National Enterprise Credit Information Publicity System, the deal witnessed the China Integrated Circuit Industry Investment Fund contributes to 33.15% of the total registered capital of Changxin Xinqiao. Hence, the growing investment in the IC industry drives the growth of the ALGaAs market in China, which accounts for majority of the Asia-Pacific market share.

Dynamics

Expanding Gallium Production Capacities

Due to its high cost and limited availability, gallium may influence the final cost of producing AlGaAs devices. Increasing gallium production capabilities can result in economies of scale and cheaper gallium production, which will ultimately cut the price of producing AlGaAs products. AlGaAs devices may become more competitive in the market as a result of this cost reduction, increasing demand and market expansion.

In January 2024, Gallium is becoming more and more available on the Chinese market as a result of domestic producers in China growing or extending their capacity. However, the market may experience a more significant overstock in 2024 as a result of ambiguities around the new year's export control laws and a lack of downstream demand.

The additional production capacity for 2024 is estimated by Chinese traders and varies depending on the market participants. A 200-300 Ton's rise is anticipated by several manufacturers. Particularly compared to alternative processes, the extraction of gallium during the manufacturing of aluminum has a financial benefit and a large amount of the world's high-grade bauxite that contains gallium is concentrated in China. It may be more convenient for aluminum companies to begin or increase gallium production considering China's significant role in the industry.

Consumer Electronics Adopting AlGaAs-Based Devices

The need for small or low power semiconductor materials and components is increasing due to the growing number of consumer devices, such as smartphones and laptops. AlGaAs-based devices have excellent efficiency, are highly reliable and can operate at high frequencies, therefore being suitable for incorporation into a variety of consumer electronics products.

For instance, in September 2023, a completely indigenous gallium nitride power switch has been created by researchers at the Indian Institute of Science (IISc). The switch may find use in wireless communications and power converters for laptops and electric cars, among other systems. At the IISc Centre for Nano Science and Engineering, the whole switch-building process from material growth to device fabrication to packaging was developed independently.

Limited Availability of Gallium and Arsenic

Market price volatility may also result from the restricted supply of gallium and arsenic. The production costs of AlGaAs semiconductors can be directly impacted by fluctuations in the prices of these raw materials, increasing their cost to manufacturers. Then, higher production costs can be passed on to customers, raising the cost of products potentially decreasing demand for devices based on AlGaAs.

The scarcity of gallium and arsenic may serve as a barrier to entry for new companies entering the AlGaAs industry. It costs a lot to set up a dependable supply chain for these raw resources in terms of infrastructure, logistical prowess and sourcing agreements. It could be difficult for small businesses or recent new arrivals to compete with leading corporations that have already established their supply chains.

Fluctuating Prices

Price fluctuations for raw materials, particularly for gallium and arsenic, have a direct impact on the cost of producing AlGaAs semiconductors. Manufacturers must pay more for production when prices increase, which could decrease their profit margins or escalates up the cost of AlGaAs-based products. It may reduce AlGaAs's competitiveness in comparison to other materials and restrict its use in a range of applications.

In July 2023, the price of gallium surged 27% globally as purchasers responded to China's decision to restrict shipments of this rare metal, which is utilized in a variety of technological companies. Therefore, the global market for aluminum gallium arsenide has significant barriers to its growth and sustainability because of volatile raw material prices.

Segment Analysis

The global aluminum gallium arsenide market is segmented based on purity, application, end-user and region.

Expansion of Laser Technologies Driven by Electrically Driven Organic Semiconductor Lasers

The introduction of electrically driven organic semiconductor lasers expands the range of lasers accessible in the market. The diversification may pique the interest of companies and applications that have particular requirements that organic semiconductor lasers can meet better than standard AlGaAs-based lasers.

In September 2023, to develop small laser technology, St Andrews scientists are developing an electrically driven organic semiconductor laser over several decades. It is used to transfer information over the internet, for medical treatments and even as face scanner on smartphones. Most of these lasers are composed of hard, brittle semiconductor crystals like gallium arsenide. Therefore, semiconductor lasers application segment captures the majority of the total global segmental shares.

Geographical Penetration

China's Export Controls on Gallium and Germanium Drive Regional Market

In the most recent development in the global struggle for dominance over chipmaking technology, China is placing limitations on the export of gallium and germanium, which are needed to produce semiconductors and gadgets. The limitations will cover gallium and germanium metals as well as a number of their compounds as of August 1, 2023.

China dominates the production of high-tech metals such as gallium germanium and other materials. Chipmaking, telecommunication, electric vehicles and other industries rely heavily on these two metals. The metals also have military applications, including radars, high-power lasers and spy satellites. Therefore, China holds for the majority of the regional market shares.

COVID-19 Impact Analysis

The demand for numerous electronic products changed during the pandemic. While remote work and learning trends led to increasing demand for certain gadgets such as laptops, tablets and other household electronics, demand in other sectors such as automotive and aerospace fell. The shifts in demand patterns affected the demand for AlGaAs-based components.

Many semiconductor manufacturing facilities throughout the world had to temporarily close or curtail operations to comply with government limitations and guarantee the safety of their employees. The disruptions impacted manufacturing schedules and output levels. The above-mentioned developments hinder the growth of the global aluminum gallium arsenide market.

Russia-Ukraine War Impact Analysis

Larger trade interruptions or economic penalties caused by geopolitical tensions can have an impact on global trade dynamics and economic activity. It can have implications across industries, potentially altering demand for aluminum gallium arsenide based on changes in production, consumption or investment trends.

Russian military activities in Ukraine had a substantial influence on a variety of industries, particularly aluminum. Global aluminum prices had already soared at the start of the year, but the war undoubtedly aggravated the situation in February.

The war drove the price of aluminum to new proportions. For example, the aluminum price on the LME (London Metals Exchange) with the three-month contract peaked at a record US$4,000 per Tons in early March 2022, up from US$ 3,224 monthly average in February of the same year. Market prices have recently fallen as price increases discourage demand, yet even in May 2022, aluminum trades for US$ 3,300, 40% higher than the prior year.

By Purity

99.0%
99.9%
99.99%

By Application

Semiconductor Lasers
Integrated Circuits (ICs)
Photovoltaics
Lighting and Displays
Optical Sensing and Imaging
Spectroscopy
Others

By End-User

Electronics
Telecommunications
Photonics
Aerospace and Defense
Research Institutions and Laboratories
Medical and Healthcare
Others

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

In February 2024, WashU is developing portable OCTs based on photonic integrated circuits. A project at Washington University in St. Louis (WashU) is working on a portable OCT system based on photonic integrated circuits.
In February 2021, Aluminum Oxid Stade GmbH, a 99%min producer in Germany, intends to resume gallium metal 99. Asian Metal 99%min in early Q3 2021 and intends to manufacture approximately 5t per month.
In September 2023, Gallium Semiconductor has announced the release of the GTH2e-2425300P ISM CW amplifier, a 2.4-2.5 GHz, 300W pre-matched discrete GaN-on-SiC High Electron Mobility Transistor.

Competitive Landscape

The major global players in the market include Sumitomo Electric Industries, Ltd., ALB Materials, Inc., Umicore, Ganwafer, AXT Inc., EMCORE Corporation, IQE plc, XI'AN FUNCTION MATERIAL GROUP CO.,LTD., Furukawa Electric Co., Ltd. and Wafer Technology Ltd.

Why Purchase the Report?

To visualize the global aluminum gallium arsenide market segmentation based on purity, application, end-user and region, as well as understands key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of aluminum gallium arsenide market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global aluminum gallium arsenide market report would provide approximately 61 tables, 60 figures and 188 Pages.

Target Audience 2024

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1.Methodology and Scope

1.1.Research Methodology
1.2.Research Objective and Scope of the Report

2.Definition and Overview

3.Executive Summary

3.1.Snippet by Purity
3.2.Snippet by Application
3.3.Snippet by End-User
3.4.Snippet by Region

4.Dynamics

4.1.Impacting Factors
- 4.1.1.Drivers
  - 4.1.1.1.Expanding Gallium Production Capacities
  - 4.1.1.2.Consumer Electronics Adopting AlGaAs-Based Devices
- 4.1.2.Restraints
  - 4.1.2.1.Limited Availability of Gallium and Arsenic
  - 4.1.2.2.Fluctuating Prices
- 4.1.3.Opportunity
- 4.1.4.Impact Analysis

5.Industry Analysis

5.1.Porter's Five Force Analysis
5.2.Supply Chain Analysis
5.3.Pricing Analysis
5.4.Regulatory Analysis
5.5.Russia-Ukraine War Impact Analysis
5.6.DMI Opinion

6.COVID-19 Analysis

6.1.Analysis of COVID-19
- 6.1.1.Scenario Before COVID
- 6.1.2.Scenario During COVID
- 6.1.3.Scenario Post COVID
6.2.Pricing Dynamics Amid COVID-19
6.3.Demand-Supply Spectrum
6.4.Government Initiatives Related to the Market During Pandemic
6.5.Manufacturers Strategic Initiatives
6.6.Conclusion

7.By Purity

7.1.Introduction
- 7.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
- 7.1.2.Market Attractiveness Index, By Purity
7.2.99.0%*
- 7.2.1.Introduction
- 7.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3.99.9%
7.4.99.99%

8.By Application

8.1.Introduction
- 8.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 8.1.2.Market Attractiveness Index, By Application
8.2.Semiconductor Lasers*
- 8.2.1.Introduction
- 8.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3.Integrated Circuits (ICs)
8.4.Photovoltaics
8.5.Lighting and Displays
8.6.Optical Sensing and Imaging
8.7.Spectroscopy
8.8.Others

9.By End-User

9.1.Introduction
- 9.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.1.2.Market Attractiveness Index, By End-User
9.2.Electronics*
- 9.2.1.Introduction
- 9.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3.Telecommunications
9.4.Photonics
9.5.Aerospace and Defense
9.6.Research Institutions and Laboratories
9.7.Medical and Healthcare
9.8.Others

10.By Region

10.1.Introduction
- 10.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 10.1.2.Market Attractiveness Index, By Region
10.2.North America
- 10.2.1.Introduction
- 10.2.2.Key Region-Specific Dynamics
- 10.2.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
- 10.2.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.2.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.2.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.2.6.1.U.S.
  - 10.2.6.2.Canada
  - 10.2.6.3.Mexico
10.3.Europe
- 10.3.1.Introduction
- 10.3.2.Key Region-Specific Dynamics
- 10.3.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
- 10.3.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.3.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.3.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.3.6.1.Germany
  - 10.3.6.2.UK
  - 10.3.6.3.France
  - 10.3.6.4.Italy
  - 10.3.6.5.Russia
  - 10.3.6.6.Rest of Europe
10.4.South America
- 10.4.1.Introduction
- 10.4.2.Key Region-Specific Dynamics
- 10.4.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
- 10.4.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.4.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.4.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.4.6.1.Brazil
  - 10.4.6.2.Argentina
  - 10.4.6.3.Rest of South America
10.5.Asia-Pacific
- 10.5.1.Introduction
- 10.5.2.Key Region-Specific Dynamics
- 10.5.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
- 10.5.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.5.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.5.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.5.6.1.China
  - 10.5.6.2.India
  - 10.5.6.3.Japan
  - 10.5.6.4.Australia
  - 10.5.6.5.Rest of Asia-Pacific
10.6.Middle East and Africa
- 10.6.1.Introduction
- 10.6.2.Key Region-Specific Dynamics
- 10.6.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
- 10.6.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.6.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

11.Competitive Landscape

11.1.Competitive Scenario
11.2.Market Positioning/Share Analysis
11.3.Mergers and Acquisitions Analysis

12.Company Profiles

12.1.Sumitomo Electric Industries, Ltd.*
- 12.1.1.Company Overview
- 12.1.2.Purity Portfolio and Description
- 12.1.3.Financial Overview
- 12.1.4.Key Developments
12.2.ALB Materials, Inc.
12.3.Umicore
12.4.Ganwafer
12.5.AXT Inc.
12.6.EMCORE Corporation
12.7.IQE plc
12.8.XI'AN FUNCTION MATERIAL GROUP CO.,LTD.
12.9.Furukawa Electric Co., Ltd.
12.10.Wafer Technology Ltd.

LIST NOT EXHAUSTIVE