汽车领域化合物半导体的成长机会

Growth Opportunities for Compound Semiconductors in Automotive

出版日期: 2023年10月30日 | 出版商:

Frost & Sullivan | 英文 49 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

汽车电动和对高效高电压充电系统的需求增加了成长潜力

化合物半导体（CS）由元素週期表不同族的两种或多种元素组成，例如砷化镓（GaAs）、GaN、磷化铟（InP）和硅锗。在汽车产业，CS 比元素半导体（例如硅 [Si]）具有多项优势。它们在更高的频率和温度下工作，具有更高的电子迁移率，并表现出优异的光学和电子特性。这使得它们非常适合快速充电系统、雷射头灯、光探测和测距 (LiDAR)、高速感测器等。

例如，CS 具有宽能带隙(WBG)，这意味着它比元素半导体产生更少的热量并损失更少的能量，使其适合製造电动车(EV) 的充电零件。製造商还使用 CS 来製造高速雷射二极管，这是自动驾驶汽车 (AV) 的重要零件。

AV 和 V2X（Vehicle to Everything）等汽车概念正在引起全世界的广泛关注。 GaAs、InP 和 GaN 等 CS 将在这些新概念中发挥重要作用。总体而言，CS 是现代汽车的基本要素，有助于电动车、自动驾驶汽车和连网汽车的发展。

本报告涵盖以下模组：

影响 CS 发展和普及的关键驱动因素和挑战
技术形势
相关人员生态系统
供应商形势
策略发展
地缘政治分析
工厂扩建计划
技术蓝图

CS在汽车中的存在
汽车中基于 CS 的硬体概述
汽车CS技术标桿
汽车CS相关人员生态系统
供应商形势
主要厂商新产品开发活动
新兴企业的新产品开发活动
影响 CS 采用的地缘政治情景
汽车产业CS区域分析：亚太地区
汽车产业 CS 区域分析 - 欧洲
汽车产业 CS 区域分析 - 北美
铸造厂产能扩充投资（2020-2023年）
策略伙伴关係
併购（併购）
技术蓝图
CS 的新使用案例

成长机会宇宙

成长机会一：供应链整合
成长机会2：SiC和GaN半导体供应商之间的策略伙伴关係
成长机会3：实现高电压EV系统的低成本CS元件

附录

技术成熟度等级 (TRL)：解释

下一步

简介目录

Product Code: DAB4

Vehicle Electrification and Need for High-efficiency High-voltage Charging Systems to Drive Growth Potential

A compound semiconductor (CS) consists of two or more elements from different groups in the periodic table, such as gallium arsenide (GaAs), GaN, indium phosphide (InP), and silicon germanium. In the automotive industry, CSs have several advantages over elemental semiconductors (e.g., silicon [Si]). They operate at higher frequencies and temperatures, have higher electron mobility, and exhibit superior optical and electronic properties. This makes them ideal for high-speed charging systems, laser headlights, light detection and ranging (LiDAR), and high-speed sensors.

For example, because CSs have a wide band gap (WBG), they produce less heat than elemental semiconductors, thus losing less energy. This makes them suitable for manufacturing electric vehicle (EV) charging components. Manufacturers also use CSs to produce high-speed laser diodes, which are essential components in autonomous vehicles (AVs).

Emerging automotive concepts, such as AVs and vehicle-to-everything (V2X), are attracting significant global traction. CSs, such as GaAs, InP, and GaN, play a vital role in these emerging concepts. Overall, a CS is a critical component of modern vehicles, enabling the development of electric, autonomous, and connected vehicles.

This report covers the following modules:

Key Drivers and Challenges Influencing CS Development and Adoption

Technology Landscape

Stakeholder Ecosystem

Supplier Landscape

Strategic Developments

Geopolitical Analysis

Plant Expansion Plans

Technology Roadmap

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?The Strategic Imperative 8™: Factors Creating Pressure on Growth
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives of Compound Semiconductors (CSs) in the Automotive Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Research Methodology

Research Highlights

Scope of Analysis
Segmentation of CS by Material Type
Key Findings
Growth Drivers
Growth Restraints

Impact of Compound Semiconductors in Automotive Industry

Presence of CS in Automobiles
Overview of CS-based Hardware in Automobiles
Technology Benchmarking of CS Used in Automobiles
Stakeholder Ecosystem of CS in Automotive
Suppliers Landscape
New Product Development Activities of Key Players
New Product Development Activities of Start-ups
Geopolitical Scenario Impacting the Adoption of CS
Regional Analysis of CS in the Automotive Industry-Asia-Pacific
Regional Analysis of CS in the Automotive Industry-Europe
Regional Analysis of CS in the Automotive Industry-North America
Investment in Capacity Expansion of Foundries (2020-2023)
Strategic Partnerships
Mergers and Acquisitions (M&As)
Technology Roadmap
Emerging Use Cases of CSs

Growth Opportunity Universe

Growth Opportunity 1: Supply Chain Consolidation
Growth Opportunity 2: Strategic Partnerships Between SiC and GaN Semiconductor Suppliers
Growth Opportunity 3: Low-cost CS Devices to Realize Higher-voltage EV Systems