查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1606573

全球化合物半导体产业（2024-2028）

Compound Semiconductor Sector, Global, 2024-2028
出版日期: | 出版商: Frost & Sullivan | 英文 132 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

工业的快速电气化、人工智慧的繁荣以及下一代通讯网路的进步推动了变革性成长

随着业界寻求节能、高性能的电子产品，全球化合物半导体市场预计在未来五年将经历前所未有的成长。这项研究研究了砷化镓 (GaAs)、氮化镓 (GaN)、磷化铟 (InP) 和碳化硅 (SiC)，这些材料因其支援高电压、开关频率、和效率，并专注于硅锗(SiGe) 等材料。本报告分析了化合物半导体在每个最终用户行业的成长潜力。随着电动车、5G 部署、资料中心扩张和再生能源等变革性大趋势的发展势头，化合物半导体将在支持这些发展方面发挥关键作用。

这项研究确定了关键的成长机会以及推动或限制市场成长的因素。以 2023 年为基准年，我们估计了 2028 年之前的市场规模和成长前景。我们遵循特定的方法，包括与化合物半导体生态系统的高阶管理层进行讨论和二次研究。

化合物半导体市场的成长动力包括对高速资料传输的需求和未来无线通讯网路的进步、对绿色能源和能源效率的重视、车辆电气化和自动驾驶、严格的政府法规和倡议等。研究指出，经济放缓、全球地缘政治动盪和製造成本上升是主要的市场限制。

主要特点

研究透过以下方式检验市场和需求模式：

  • 最终用户（汽车、工业、家电、通讯/IT、能源/公共产业等）
  • 材料（GaAs、GaN、SiC、SiGe、InP 等）
  • 产品类型（射频/微波、感测器、光电、照明/显示器、电力电子等）
  • 地区（美洲、欧洲、中东/非洲、亚太地区）

研究亮点

此外，我们也进行以下分析：

  • 化合物半导体市场价格走势
  • 每个最终用户领域的商机
  • 化合物半导体晶圆尺寸的变化
  • 化合物半导体与硅的比较
  • 化合物半导体製造价值链
  • 最终用户细分市场和应用程式的五年成长前景
  • 各材料类型的主要企业
  • 竞争分析，包括主要企业的市场占有率
  • 永续性和化合物半导体

目录

成长环境：化合物半导体转型

  • 为什么成长如此困难？
  • The Strategic Imperative 8（TM）
  • 化合物半导体产业三大策略挑战的影响

成长环境：化合物半导体生态系统

  • 分析范围
  • 按最终用户细分
  • 按产品细分
  • 化合物半导体的兴起
  • 化合物半导体晶圆尺寸的演变
  • 推动化合物半导体市场发展的关键材料
  • 化合物半导体材料的特性
  • 化合物半导体开启高频电子的未来
  • 用于无线网路和通讯应用的化合物半导体的性能和特点
  • 碳化硅製造价值链
  • 氮化镓製造价值链
  • GaAs 和 InP 製造价值链
  • 化合物半导体领域着名的新兴材料
  • 分销管道

应采取行动的公司（C2A）：化合物半导体

  • 竞争环境
  • 主要竞争对手

成长要素：化合物半导体

  • 成长指标
  • 促进因素
  • 促进因素分析
  • 严格的汽车废气法规推动电动车发展
  • 成长抑制因素
  • 成长抑制因素分析
  • 预测考虑因素
  • 收益预测
  • 按材料分類的收益预测
  • 最终用户的收益预测
  • 2023 年和 2028 年关键材料的最终用户份额
  • 按产品分類的收益预测
  • 按地区分類的收益预测
  • 收益分析与预测
  • 采用 CS 的新兴应用
  • 化合物半导体格局区域分析 - 亚太地区
  • 化合物半导体情势区域分析—欧洲、中东、非洲
  • 化合物半导体情势区域分析—北美和南美
  • 价格趋势和预测分析
  • 收益占有率
  • 按主要材料分類的销售份额
  • 收益分析

成长要素：家电

  • 成长指标
  • 收益预测
  • 按材料分類的收益预测
  • 按产品分類的收益预测
  • 按地区分類的收益预测
  • 预测分析

成长要素：工业

  • 成长指标
  • 收益预测
  • 按材料分類的收益预测
  • 按产品分類的收益预测
  • 按地区分類的收益预测
  • 预测分析

成长要素：汽车

  • 成长指标
  • 收益预测
  • 按材料分類的收益预测
  • 按产品分類的收益预测
  • 按地区分類的收益预测
  • 预测分析

成长要素：能源和公共产业

  • 成长指标
  • 收益预测
  • 按材料分類的收益预测
  • 按产品分類的收益预测
  • 按地区分類的收益预测
  • 预测分析
  • 碳化硅基半导体—为绿氢经济做出贡献

成长要素：通讯和 IT

  • 成长指标
  • 收益预测
  • 按材料分類的收益预测
  • 按产品分類的收益预测
  • 按地区分類的收益预测
  • 预测分析
  • 6G - GaN 和 InP RF 半导体将推动下一代无线技术应用的研发

永续性和化合物半导体

  • 永续性与循环经济的 5 大趋势
  • 半导体生态系统与联合国永续发展目标保持一致，对于脱碳铺路至关重要
  • 联合国永续目标
  • 着名化合物半导体公司的永续性倡议

化合物半导体的成长机会领域

  • 成长机会1：旨在简化营运和提高利润率的Fablight策略
  • 成长机会2：雷射雷达在汽车产业的普及与革命性应用
  • 成长机会3：人工智慧和云端运算热潮导致资料中心容量扩大
  • 成长机会 4：功率 GaN 的进步
  • 成长机会5：终端用户产业能源效率立法
  • 成长机会6：下一代功率半导体材料的开发

附录与后续步骤

  • 成长机会的好处和影响
  • 下一步
  • 附件清单
  • 免责声明
简介目录
Product Code: KAA8-26

Rapid Electrification Across Industries, the AI Boom, and Advances in Next-gen Communication Networks Driving Transformational Growth

The global compound semiconductor market is expected to witness unprecedented growth during the next 5 years as industries seek out energy-efficient and high-performance electronics. The study focuses on materials such as gallium arsenide (GaAs), gallium nitride (GaN), indium phosphide (InP), silicon carbide (SiC), and silicon germanium (SiGe), which are gaining prominence across end-user industries because of their characteristics supporting high voltage, switching frequency, and efficiency. The report analyzes compound semiconductor growth potential in each end-user industry. As transformational megatrends such as electric mobility, 5G deployments, data center expansions, and renewable electricity gather momentum, compound semiconductors are poised to play a pivotal role in supporting these developments.

The study identifies key growth opportunities and factors that will boost or restrain market growth. With 2023 as the base year, the analysis estimates market size and growth prospects up to 2028. It follows a specific methodology encompassing discussions with senior management of the compound semiconductor ecosystem and secondary research.

Growth drivers of the compound semiconductor market include demand for high-speed data transfer and advances in future wireless communication networks, focus on green energy and energy efficiency, vehicle electrification and autonomy, and stringent government regulations and initiatives. The study identifies economic slowdown, global geopolitical chaos, and high manufacturing costs as the primary market restraints.

Key Features

It examines the market and demand patterns by:

  • End user (e.g., automotive, industrial, consumer electronics, communications & IT, and energy & utility)
  • Material (e.g., GaAs, GaN, SiC, SiGe, and InP)
  • Product type (e.g., RF/Microwave, including sensors, photonics, lighting/display, and power electronics)
  • Geography (the Americas, Europe, the Middle East, and Africa, and Asia-Pacific)

Research Highlights

In addition, the analysis covers:

  • Pricing trends in the compound semiconductor market
  • Opportunities in each end-user sector
  • Compound semiconductor wafer size evolution
  • Comparison of compound semiconductors with silicon
  • Compound semiconductor manufacturing value chain
  • 5-year growth outlook across end-user sectors and applications
  • Top players across each material type
  • Competitive analysis with the market shares of key players
  • Sustainability and compound semiconductors

Table of Contents

Growth Environment: Transformation in Compound Semiconductors

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on the Compound Semiconductors Industry

Growth Environment: Compound Semiconductor Ecosystem

  • Scope of Analysis
  • Segmentation by End User
  • Segmentation by Product
  • Rise of Compound Semiconductors
  • Compound Semiconductor Wafer Size Evolution
  • Key Materials Enabling the Compound Semiconductor Market
  • Characteristic Features of Compound Semiconductor Materials
  • Compound Semiconductors-The Future of High Frequency Electronics
  • Characteristics and Attributes of Compound Semiconductors for Wireless Networks and Communication Applications
  • SiC Manufacturing Value Chain
  • GaN Manufacturing Value Chain
  • GaAs and InP Manufacturing Value Chain
  • Notable Emerging Materials in the Compound Semiconductor Landscape
  • Distribution Channels

Companies to Action (C2A): Compound Semiconductors

  • Competitive Environment
  • Key Competitors

Growth Generator: Compound Semiconductors

  • Growth Metrics
  • Growth Drivers
  • Growth Driver Analysis
  • Stringent Vehicular Emission Regulations Driving Electric Mobility
  • Growth Restraints
  • Growth Restraint Analysis
  • Forecast Considerations
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by End User
  • End User Share of Key Material Types, 2023 and 2028
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Revenue Forecast Analysis
  • Emerging Applications Employing CSs
  • Regional Analysis of the Compound Semiconductor Landscape-APAC
  • Regional Analysis of the Compound Semiconductor Landscape-EMEA
  • Regional Analysis of the Compound Semiconductor Landscape-Americas
  • Pricing Trends and Forecast Analysis
  • Revenue Share
  • Revenue Share by Key Material
  • Revenue Share Analysis

Growth Generator: Consumer Electronics

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Forecast Analysis

Growth Generator: Industrial

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Forecast Analysis

Growth Generator: Automotive

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Forecast Analysis

Growth Generator: Energy & Utility

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Forecast Analysis
  • SiC-based Semiconductors-Aiding the Green Hydrogen Economy

Growth Generator: Communication & IT

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by Material
  • Revenue Forecast by Product
  • Revenue Forecast by Region
  • Forecast Analysis
  • RF Semiconductors in 6G-GaN and InP Gaining R&D Traction for Applications in Next-generation Wireless Technology

Sustainability and Compound Semiconductors

  • Top 5 Trends for Sustainability and the Circular Economy
  • Semiconductor Ecosystem Alignment with the United Nation (UN) SDGs, Crucial to Paving the Path to Decarbonization
  • UN Sustainable Development Goals
  • Sustainability Initiatives of Notable Compound Semiconductor Companies

Growth Opportunity Universe in Compound Semiconductors

  • Growth Opportunity 1: Fablite Strategy for Streamlined Operations and Improved Margins
  • Growth Opportunity 2: Widespread and Revolutionary LiDAR Adoption in the Automotive Industry
  • Growth Opportunity 3: Data Center Capacity Expansions Owing to the AI and Cloudification Boom
  • Growth Opportunity 4: Advancements in the Power GaN Landscape
  • Growth Opportunity 5: Power Efficiency Legislation Across End-user Industries
  • Growth Opportunity 6: Developments in Next-generation Power Semiconductor Materials

Appendix & Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer