全球第三代半导体产业发展及主要企业产品策略

宽能带隙化合物半导体也称为第三代半导体材料，具有耐高压、耐高温、高频工作等优异特性。近年来，随着净零排放的趋势，世界各国都开始关注第三代半导体的重要性，例如降低功耗、提高能源效率。第三代半导体在提高能源效率方面的优势引起全世界的关注。虽然欧洲、美国和日本公司是第三代半导体产品和应用市场的领导者，但中国和韩国在该领域崛起。

本报告分析了全球各地（欧洲、美国、东亚（包括日本、韩国、中国））第三代半导体产业的发展趋势，以及调查全球各大公司在该领域的发展策略。

目录

第1章 欧美第三代半导体产业发展

• 欧洲
  • 致力于汽车和工业领域
  • 丰富的科学研究资源与强大的外延晶圆代工厂生产能力
• 美国
  • 优先军事用途并扩大民间用途
  • 通讯元件和功率元件并重，SiC基板市场占有率领先

第2章 美国主要公司产品策略

• STMicroelectronics
• Infineon
• Onsemi
• Wolfspeed
• Navitas
• Qorvo
• 摘要

第3章 东亚第三代半导体产业发展

• 日本
  • 电力与通讯设备并重发展
  • 专利获取领先，外延技术实力雄厚
• 韩国
  • 政府主导的发展重点在于电力应用
• 中国
  • 政府主导的发展与快速扩张
  • 由于国内市场规模与政策支持，外资企业与本土企业合作

第4章 东亚主要企业产品策略

• ROHM
• Sumitomo Group
• Mitsubishi
• Innoscience
• Sanan Optoelectronics
• 摘要

第5章 MIC 视角

• 欧洲：在政府大力支持下致力于汽车和工业功率装置
• 美国：继国防应用之后，也将加强民用应用，通讯设备和电力设备并重。
• 主要策略：加强生产能力、顾客关係与产品线
• 日本：外延和材料优势，重点在于电力和通讯设备
• 中国/韩国：以政府为主导，强调内需
• 东亚：扩大产能、加强关係、拓展应用领域

附录

• 公司名单

Wide-bandgap compound semiconductors, also known as third-generation semiconductor materials, possess excellent characteristics such as high voltage resistance, high-temperature tolerance, and high-frequency operation. In recent years, with the trend toward net-zero emissions, countries around the world have noticed the importance of third-generation semiconductors in reducing power consumption and improving energy efficiency. The advantages of third-generation semiconductors in enhancing energy efficiency have garnered global attention. European, US and Japanese companies are the leaders in the third-generation semiconductor products and applications market, while China and South Korea are emerging in this field. This report provides an overview of the development trends in the third-generation semiconductor industry in Europe, the US, and East Asia - including Japan, Korea, and China - and further explores the deployment strategies of leading companies in this arena worldwide.

Table of Contents

1. Development of European and US Third-Gen Semiconductor Industry

• 1.1 Europe
  • 1.1.1 Focusing on Automotive and Industrial Niches
  • 1.1.2 Abundant Research Resources and Robust Epitaxy and Wafer Foundry Capabilities
• 1.2 US
  • 1.2.1 Prioritizing Military Applications , Expanding to Civilian Uses
  • 1.2.2 Leading SiC Substrate Market Share with Equal Focus on Communication and Power Devices

2. Product Strategies of Leading Companies in Europe and the US

• 2.1 STMicroelectronics
• 2.2 Infineon
• 2.3 Onsemi
• 2.4 Wolfspeed
• 2.5 Navitas
• 2.6 Qorvo
• 2.7 Summary

3. Development of Third-Gen Semiconductor Industry in East Asia

• 3.1 Japan
  • 3.1.1 Equal Focus on Development of Power and Communication Devices
  • 3.1.2 Leading in Patents, with Strengths in Epitaxy Technology
• 3.2 Korea
  • 3.2.1 Government-led Development with Focus on Power Applications
• 3.3 China
  • 3.3.1 Government-led Development with Rapid Expansion
  • 3.3.2 Foreign Companies Partnering with Local Firms due to Large Domestic Market and Policy Support

4. Product Strategies of Leading Companies in East Asia

• 4.1 ROHM
• 4.2 Sumitomo Group
• 4.3 Mitsubishi
• 4.4 Innoscience
• 4.5 Sanan Optoelectronics
• 4.6 Summary

5. MIC Perspective

• 5.1 Europe: Focusing on Automotive and Industrial Power Devices with Robust Government Support
• 5.2 US: Defense Uses Followed by Civilian Applications, Equal Focus on Communication and Power Devices
• 5.3 Key Strategies: Enhancement in Capacity, Customer Relationships, and Product Lines
• 5.4 Japan: Focuses both on Power and Communication Devices, with Strengths in Epitaxy and Materials
• 5.5 China and Korea: Government-led with Focus on Domestic Demand
• 5.6 East Asia: Expand Capacity, Enhance Relationships, Broaden Applications

Appendix

• List of Companies

List of Tables

• Table 1: Development Strategies of Leading Third-Gen Semiconductor Companies in Europe and the United States
• Table 2: Products of Leading Third-Gen Semiconductor Companies in Europe and the United States
• Table 3: Development Strategies of Leading Third-Gen Semiconductor Companies in East Asia
• Table 4: Products of Leading Third-Gen Semiconductor Companies in East Asia

List of Figures

• Figure 1: STMicroelectronics' Third-Gen Semiconductor Development Strategies
• Figure 2: Infineon's Third-Gen Semiconductor Development Strategies
• Figure 3: Onsemi's Third-Gen Semiconductor Development Strategies
• Figure 4: Wolfspeed's Third-Gen Semiconductor Development Strategies
• Figure 5: Navitas' Third-Gen Semiconductor Development Strategies
• Figure 6: Qorvo's Third-Gen Semiconductor Development Strategies
• Figure 7: ROHM's Third-Gen Semiconductor Development Strategies
• Figure 8: SEDI's Vision for Information Transmission by 2030
• Figure 9: Mitsubishi's Third-Gen Semiconductor Development Strategies
• Figure 10: Innoscience's Third-Gen Semiconductor Development Strategies
• Figure 11: Sanan Optoelectronics' Third-Gen Semiconductor Development Strategies