5G半导体：创造通信的未来

5G 半导体的全球市场受到化合物半导体的快速采用、加速 5G 部署、对支持 5G 的设备的需求增加以及先进芯片製造和封装技术的发展等因素的推动。 另一方面，持续的地缘政治紧张局势、供应链中断、终端用户行业进入芯片设计和製造以及平衡价格、技术和产能的需要是主要的市场挑战。。

本报告调查了全球 5G 半导体市场，介绍了当前的 5G 部署状态、半导体相关举措、影响市场增长的各种因素分析、关键行业趋势、最终用户分析和供应商格局、可持续性趋势分析增长机会等等。

内容

战略要务

• 增长问题
• 战略要务 8 (TM)
• 三大战略要务的影响
• 增长机会推动增长PipelineEngine (TM)

增长机会分析

• 分析范围
• 5G 半导体：关键最终用户和应用领域
• 分析范围
• 对 5G 芯片组的需求
• 5G 半导体製造价值链
• 5G 半导体市场的主要参与者
• 增长指标
• 5G 半导体：最终用户和组件的关键指标
• 5G 半导体：市场分析
• 增长动力
• 增长动力分析
• 抑制增长的因素
• 生长抑制因素分析

5G 现状：区域分析

• 5G 部署：现状
• 5G 的全球采用率：2021/2025
• 市场分析：按地区
• 全球半导体相关计划
• 半导体计划及其对 5G 半导体形势的影响

5G半导体产业趋势

• 从 4G 到 5G：移动通信的范式转变
• 5G 天线封装 (AiP)
• 网络时代智能手机中 RF FEM、天线和封装技术的发展
• 用于毫米波实施的 AAS
• 5G 射频 PA ET
• 主要5G半导体製造工艺技术
• 5G 半导体材料技术趋势
• 5G 设备需要有效的热管理
• 5G RF 应用中的 SiGe BiCMOS：提供两全其美的解决方案
• 从 5G 到 6G 的演进：对半导体行业的影响
• 具有潜在 5G 应用的重点行业

最终用户分析

• 智能手机
• 网络基础设施
• FWA/CPE
• 其他

竞争格局

• 竞争格局：5G 半导体
• 竞争分析
• 供应商的产品和应用
• 供应商的产品和应用
• 5G 半导体价值链中的主要参与者

5G 半导体和可持续性

• 可持续发展和循环经济的 5 大趋势
• 联合国可持续发展目标
• 5G 半导体的关键可持续发展目标 (SDG)

增长机会领域

• 增长机会 1：过渡到毫米波 5G 有望触发 FPGA 需求
• 增长机会 2：改进热管理
• 增长机会 3：3D GaN 技术
• 增长机会 4：RF 技术的进步
• 增长机会 5：智慧城市计划和各种企业应用
• 增长机会 6：战略合作
• 增长机会 7：Si 即服务模型
• 图表列表
• 免责声明

Top Trends, Growth Strategies, and Strategic Analysis of the Current 5G Semiconductor Ecosystem

This research service focuses on key semiconductor types enabling 5G connectivity in devices and network infrastructure. The key components included are Modem ICs/SoC, RFICs, power amplifiers (PA), filters, low noise amplifiers (LNAs), beamformer ICs, switches, and envelope trackers, among others. End-user applications include smartphones, network infrastructure (including small cells), fixed wireless access/customer premise equipment (FWA/CPE), and other emerging 5G areas in automotive, industrial, laptops, tablets, mining, medical, and AR/VR.

With various new and emerging 5G use cases, the study highlights the changing customer landscape. Top driving include the rapid increase in the adoption of compound semiconductors, accelerating 5G deployments, growing demand for 5G capable devices, and development in advanced chip fabrication and packaging technologies. The study also highlights key restraints, such as the ongoing geopolitical tensions, supply-chain disruptions, the venturing of end-user industries into chip design and manufacturing, and the need to strike a balance between price, technology, and capacity.

Research Highlights:

• Market drivers and restraints

• The current global state of 5G

• Global semiconductor initiatives and implications on the 5G semiconductor landscape.

• The importance of RF chips in enabling 5G and discussion on the manufacturing and process technology for the same

• Analysis of the 5G semiconductor packaging technology

• The growth of compound semiconductor technology for 5G applications

• Comparative analysis of various semiconductor materials for 5G, such as GaN, InP, Si, and GaAs

• Analysis of key industry trends for 5G semiconductors, such as antenna in the package, active antenna technology, thermal management solutions, SiGe BiCMOS, 3D GaN, and Silicon-as-a-service business model

• Competitive analysis of key vendors offering Modem ICs and RFICs

• Vendor segregation based on end-user applications served and components offered

• Top growth opportunities for market stakeholders

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Fifth-generation (5G) Semiconductor Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• 5G Semiconductors: Key End Users and Application Areas
• Scope of Analysis
• Scope of Analysis (continued)
• Scope of Analysis (continued)
• The Need for 5G Chipsets
• 5G Semiconductor Manufacturing Value Chain
• Key Competitors in 5G Semiconductors Market
• Growth Metrics
• 5G Semiconductors: Key Metrics by End User and Components
• 5G Semiconductors: Market Analysis
• 5G Semiconductors: Market Analysis (continued)
• Growth Drivers
• Growth Driver Analysis
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Restraints
• Growth Restraint Analysis
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)

5G State of Affairs: Regional Analysis

• 5G Deployments: State of Affairs, 2022
• 5G Deployments: State of Affairs, 2022 (continued)
• Global 5G Adoption, 2021 and 2025
• Market Analysis by Region
• Global Semiconductor-focused Initiatives
• Semiconductor Initiatives and Impact on the 5G Semiconductor Landscape

Industry Trends for 5G Semiconductors

• 4G to 5G: A Paradigm Shift in Mobile Communication
• Antenna in Package (AiP) for 5G
• Evolution of RF FEM, Antenna, and Packaging Technology in Smartphones with Network Generations
• AASs for mmWave Implementations
• ETs for 5G RF PAs
• Manufacturing Process Technology for Key 5G Semiconductors
• Material Technology Trends for 5G Semiconductors
• The Need For Effective Thermal Management in 5G Devices
• SiGe BiCMOS in 5G RF Applications: Delivering the Best of Both Worlds
• Evolution from 5G to 6G: Impact on the Semiconductor Landscape
• Key Industries with Potential 5G Applications

Analysis by End Users

• 5G Semiconductors, End-user Analysis: Smartphones
• 5G Semiconductors, End-user Analysis: Network Infrastructure
• 5G Semiconductors, End-user Analysis: FWA/CPE
• 5G Semiconductors, End-user Analysis: Others

Competitive Landscape

• Competitive Environment: 5G Semiconductors
• Competitive Analysis
• Products and Applications of Vendors
• Products and Applications of Vendors
• Key Participants in the 5G Semiconductor Value Chain

5G Semiconductors and Sustainability

• Top 5 Trends for Sustainability and the Circular Economy
• UN Sustainable Development Goals
• Key Sustainable Development Goals (SDGs) for 5G Semiconductors
• Key SDGs for 5G Semiconductors (continued)
• Key SDGs for 5G Semiconductors (continued)

Growth Opportunity Universe

• Growth Opportunity 1: Move towards mmWave 5G Poised to Trigger Demand for Field-Programmable Gate Arrays (FPGAs)
• Growth Opportunity 1: Move towards mmWave 5G Poised to Trigger Demand for Field-Programmable Gate Arrays (FPGAs) (continued)
• Growth Opportunity 2: Better Thermal Management
• Growth Opportunity 2: Better Thermal Management (continued)
• Growth Opportunity 3: 3D GaN Technology
• Growth Opportunity 3: 3D GaN Technology (continued)
• Growth Opportunity 4: Advancements in RF Technologies
• Growth Opportunity 4: Advancements in RF Technologies (continued)
• Growth Opportunity 5: Smart City Initiatives and Varied Enterprise Applications
• Growth Opportunity 5: Smart City Initiatives and Varied Enterprise Applications (continued)
• Growth Opportunity 6: Strategic Collaborations
• Growth Opportunity 6: Strategic Collaborations (continued)
• Growth Opportunity 7: Si-as-a-Service Model
• Growth Opportunity 7: Si-as-a-Service Model (continued)
• List of Exhibits
• Legal Disclaimer