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市场调查报告书
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1137960

砷化镓 (GaAs) 晶圆市场 - 增长、趋势、COVID-19 影响和预测(2022-2027 年)

Gallium Arsenide (GaAs) Wafer Market - Growth, Trends, COVID-19 Impact, and Forecasts (2022 - 2027)

出版日期: | 出版商: Mordor Intelligence Pvt Ltd | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

砷化镓(GaAs)晶圆市场预计在预测期内以12.5%的复合年增长率增长。

GaAs 常用于电子领域,主要用于半导体製造。这种化合物的价格受到监管,为砷化镓 (GaAs) 晶圆製造商创造了进一步的增长机会。

主要亮点

  • 该市场的主要驱动力是智能手机的普及和普通照明中日益普及的发光二极管 (LED)。物联网的出现已成为市场趋势增加的主要原因之一。这项技术创造了对使用基于 GaAs 的 IC 的高频通信设备的需求。
  • 此外,随着多家公司扩展其电信基础设施,对基于 GaAs 的设备的需求将会增加,预计这将在未来几年引发 GaAs 晶圆市场的增长。航空航天和国防、电子和通信等各种最终用户行业对 GaAs 器件的需求不断增长,这推动了全球对 GaAs 晶圆的需求。
  • 此外,推动 GaAs 晶圆市场增长的另一个关键因素是全球越来越多地采用 4G 和 5G 网络。但其高昂的生产成本是影响GaAs晶圆市场的製约因素。
  • 它的价格是其利用率低的一个主要缺点。为了解决这一困境,工程师和研究人员已经实现了一种製造低成本砷化镓薄膜的新方法,以製造替代硅的器件,从而提高太阳能电池的效率。
  • COVID-19 大流行和随后的果断政府措施严重影响了半导体行业,影响了半导体组件的生产,减少了客户需求,并阻碍了全球市场的增长。确实如此。此外,高製造成本预计将成为抑制 2022 年至 2027 年市场增长的突出因素。

主要市场趋势

高频电子产品占据重要市场份额

  • 在 GaAs 基板上製造的高频器件通常用于无线通信应用,例如无线网络 (WLAN)、移动通信、4G/5G 基站、卫星通信和 Wi-Fi 通信。此举标誌着 4G 和 5G 智能手机及其他设备所需的下一代高性能超紧凑型射频前端芯片组开发的重要里程碑。
  • 由于 GaAs 晶圆具有低功耗和高效率,市场参与者正在采用它们,并且需求正在扩大。光电器件已广泛用于短距离光通信和计算机外围设备。儘管如此,激光雷达、增强现实和麵部识别等新应用仍有大量订单。
  • 互联网在全球范围内的日益普及,特别是在印度和巴西等新兴国家,正在刺激对 GaAs 晶圆的需求。此外,无线通信基础设施和 Wi-Fi 连接产品中对回程、基站和光纤网络的需求正在增加,并且正在采用 GaAs 晶圆来支持互联网在全球范围内的传播。
  • 此外,移动数据的增加和物联网的普及增加了对 Wi-Fi 和其他无线通信设备的需求。与此类技术和无线通信相关的产品的高增长率正在推动 GaAs 晶圆的采用。因此,预计在预测期内,无线通信网络对 GaAs 晶圆的需求将继续增加。

亚太地区在预测期内主导市场

  • 亚太地区对智能设备的需求正在增长。中国、日本、台湾和印度对智能设备、智能手机、电脑和笔记本电脑等高科技设备的需求激增,进一步推动了该地区的市场增长。与半导体器件相比,GaAs 产品由于改进了数据传输和质量而提供了更好的连接性。砷化镓产品可以大规模生产,成品率高,可以促进业务增长。互联网的广泛使用、4G 和 5G 网络的增加以及电子产业的扩张预计将推动全球 GaAs 市场的发展。
  • 该地区的主要驱动力之一是对智能设备、智能手机、电脑和笔记本电脑等高科技设备的需求不断增长。该地区对 GaAs 晶圆的需求正在以有希望的速度增长。
  • 中国主导着电子行业市场。该地区有相当大的政府支持来推动市场增长。例如,中国政府通过资助行业参与者来促进国内技术市场。各国对安全、可靠和清洁能源的需求将增加对太阳能电池的需求,并为砷化镓晶片的市场发展做出贡献。
  • 在台湾,晶圆市场被认为是推动市场增长的技术发展的关键领域之一。据 SEMI 预测,2022 年全球半导体製造设备市场规模将超过 1000 亿美元,台湾在采购方面排名第二。
  • 该地区劳动力和生产成本较低是推动市场增长的关键因素。由于产量增加,预计台湾将在所研究的市场中占有很大份额。消费者支出和消费模式向更多可自由支配支出的转变为该地区半导体製造业的增长做出了重大贡献。台湾公司正在对所研究的市场产生影响,因为它们解决了前端硅和后端先进晶圆级封装架构以及专业材料和工艺的供应链需求。

竞争格局

砷化镓(GaAs)晶圆市场高度集中,几家公司占据市场份额:住友电工、AXT Inc、Semiconductor Wafer Inc、Freiberger Compound Materials GmbH、厦门博威先进材料。的已经成立的公司在研发方面投入巨资,通过向客户提供更好、技术更先进的产品来巩固自己的地位。

  • 2022 年 5 月,南加州大学信息科学研究所 MOSIS 服务部与 WIN Semiconductors 宣布推出 GaAs 和 GaN 工艺技术签署谅解备忘录,以加速 GaAs 和 GaN 单片微波集成电路 (MMIC) 的开发。该合作将通过与 MOSIS Services 和 WIN Semiconductors 的多项目晶圆 (MPW) 项目支持可靠、创新和有效的设计和原型流程。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 三个月的分析师支持

内容

第1章介绍

  • 研究假设和市场定义
  • 调查范围

第2章研究方法

第 3 章执行摘要

第 4 章市场动态

  • 市场概览
  • 市场驱动力
    • 全球 5G 基础设施部署进展
    • 对光电器件的需求激增
  • 市场製约因素
    • 生产成本高
  • 行业吸引力 - 波特五力分析
    • 供应商的议价能力
    • 买家的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • 技术快照
    • 液体封装直拉 (LEC) 生长 GaAs
    • 垂直梯度冷冻 (VGF) 生长的 GaAs
  • 评估 COVID-19 对市场的影响

第 5 章市场细分

  • 按应用
    • 射频电子设备
    • 发光二极管
    • 光伏设备
    • 光子装置
    • 其他应用
  • 地区信息
    • 美国
    • 台湾
    • 中国
    • 日本
    • 英国
    • 德国
    • 世界其他地区

第 6 章竞争格局

  • 公司简介
    • Semiconductor Wafer Inc
    • AXT Inc.
    • Freiberger Compound Materials GmbH
    • Xiamen Powerway Advanced Material Co. Ltd.
    • Sumitomo Electric Industries Ltd.
    • Wafer Technology Ltd.
    • MTI Corporation
    • Vital Materials Co Limited

第7章 投资分析

第8章 市场机会与将来动向

简介目录
Product Code: 66419

The Gallium Arsenide GaAs Wafer Market is expected to grow at a CAGR of 12.5% during the forecast period. GaAs is mainly used is common in electronics, such as semiconductor manufacturing. The price of this compound is being regulated, creating more growth opportunities for the manufacturers of gallium arsenide (GaAs) wafers.

Key Highlights

  • The significant growth drivers for this market are the increasing adoption of smartphones and the growing penetration of light-emitting diodes (LED) in general lighting. The advent of IoT has been one of the primary reasons responsible for the increasing market trend. The technology has created a demand for high-frequency communication devices made with GaAs-based ICs.
  • Also, with several companies expanding their communication infrastructure, the demand for GaAs-based devices will increase, which will trigger the growth of the GaAs wafers market in the forthcoming years. The need for GaAs devices across various end-user industries such as aerospace & defense, electronics, and communications is increasing, which, in turn, is boosting the demand for GaAs Wafers globally.
  • Further, another critical factor driving the growth of the GaAs wafer market includes the increasing adoption of 4G and 5G networks worldwide. However, its high production cost is the restraining factor affecting the GaAs wafer market.
  • Its price is a significant disadvantage, which explains its low utilization. To solve this dilemma, engineers and researchers have achieved new methods of manufacturing thin films of low-cost gallium arsenide to create devices that would replace silicon, thereby increasing the efficiency of photovoltaic cells.
  • The COVID-19 pandemic and the subsequent decisive government actions severely impacted the semiconductor sector, affecting the manufacture of semiconductor components and lowering customer demand, thereby impeding the global market's growth. Furthermore, high manufacturing costs are expected to be a prominent factor restraining market growth from 2022 to 2027.

Key Market Trends

Radio Frequency Electronics to Hold the Significant Share in the Market

  • The radio-frequency devices produced with GaAs substrates are commonly used in wireless communication applications, including wireless networks (WLAN), mobile communication, 4G/5G base stations, satellite communications, and Wi-Fi communications. The trend marks an important milestone in developing next-generation, high-performance, ultra-compact RF front-end chipsets that are needed for 4G and 5G smartphones and other handsets.
  • GaAs wafers' lower power consumption and higher efficiency are enticing market participants to adopt them, increasing the demand for GaAs wafers. Optoelectronic devices were previously widely used in short-range optical communications and computer peripherals. Still, they are in high order for new applications such as lidar, augmented reality, and facial recognition.
  • The rising internet penetration worldwide, especially in developing countries such as India and Brazil, has stimulated the demand for GaAs wafers. Subsequently, the need for backhaul, base stations, and fiber-optic networks in wireless communication infrastructure and Wi-Fi connectivity products have escalated and hence support the growing penetration of the internet worldwide, which, in turn, is boosting the adoption of GaAs wafers.
  • Further, the growth of mobile data and the wide adoption of IoT propel the requirement for Wi-Fi and other wireless communication devices. The high growth rates for such technologies and other products related to wireless communications are aiding the adoption of GaAs wafers. Hence, the demand for GaAs wafers for wireless communications networks will continue to increase during the forecast period.

Asia Pacific to Dominate the Market During the Forecast Period

  • In the Asia Pacific region, there is an increasing demand for intelligent devices. China, Japan, Taiwan, and India have surging demand for advanced technological devices such as smart devices, smartphones, computers, and laptops, further augmenting the regional market's growth. The product offers better connectivity through enhanced data transmission and quality than semiconductor devices. GaAs products can be manufactured on large scales with high yield rates, improving business growth. The increasing Internet penetration, 4G and 5G networks, and the expansion of the electronic industry are expected to fuel the development of the global GaAs market.
  • One of the major driving factors in this region is the increasing demand for advanced technological devices such as smart devices, smartphones, computers, and laptops. The need for GaAs wafers in the area is growing at a promising rate.
  • China dominates the market for the electronics industry. There is considerable government support in this region which is fostering the market growth. For instance, the Chinese government is promoting its domestic technology market by funding the industry players. The need for a safe, reliable, and clean energy source in various countries is likely to increase the demand for solar cells, which will help the market of GaAs wafers to develop.
  • Taiwan has witnessed the wafer market as one of the critical areas of technological development, thereby driving market growth. According to SEMI, the world semiconductor equipment market will exceed USD 100 billion in 2022, with Taiwan ranked second in procurement.
  • The region's low labor and production costs are important factors fueling the market's growth. Due to the increasing production, Taiwan is expected to hold a significant market share in the market studied. The consumer expenditure and changing consumption patterns toward more discretionary spending have significantly contributed to the growth of semiconductor manufacturing in the region. Companies across Taiwan are addressing the supply chain needs of front-end silicon and back-end advanced wafer-level packaging architectures to cater to specialty materials and processes, thus, influencing the overall market studied.

Competitive Landscape

The Gallium Arsenide GaAs Wafer Market is highly concentrated with a few companies Sumitomo Electric Industries Ltd., AXT Inc, Semiconductor Wafer Inc, Freiberger Compound Materials GmbH, Xiamen Powerway Advanced Material Co. Ltd, dominating the market share. The already established companies are strengthening their position by investing heavily in research and development and providing customers with better and technologically advanced products.

  • May 2022 - The MOSIS Service of Information Sciences Institute, University of Southern California, announced a Memorandum of Understanding with WIN Semiconductors Corp. to accelerate the development of GaAs and GaN monolithic microwave integrated circuits (MMICs) with WIN Semiconductors' GaAs and GaN process technologies. The collaboration will support the reliable, innovative, and effective design and prototyping flow through the multi-project wafer (MPW) projects with the MOSIS Service and WIN Semiconductors.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Increasing Adoption of 5G Infrastructure Across the World
    • 4.2.2 Surging Demand for Opto-electronic Devices
  • 4.3 Market Restraints
    • 4.3.1 High Production Cost
  • 4.4 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Buyers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products
    • 4.4.5 Intensity of Competitive Rivalry
  • 4.5 Technology Snapshot
    • 4.5.1 Liquid Encapsulated Czochralski (LEC) Grown GaAs
    • 4.5.2 Vertical Gradient Freeze (VGF) Grown GaAs
  • 4.6 Assessment of the Impact of COVID-19 on the Market

5 MARKET SEGMENTATION

  • 5.1 By Application
    • 5.1.1 Radio Frequency Electronics
    • 5.1.2 Light Emitting Diodes
    • 5.1.3 Photovoltaic Devices
    • 5.1.4 Phototonic Devices
    • 5.1.5 Other Applications
  • 5.2 By Geography
    • 5.2.1 United States
    • 5.2.2 Taiwan
    • 5.2.3 China
    • 5.2.4 Japan
    • 5.2.5 United Kingdom
    • 5.2.6 Germany
    • 5.2.7 Rest of the World

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Semiconductor Wafer Inc
    • 6.1.2 AXT Inc.
    • 6.1.3 Freiberger Compound Materials GmbH
    • 6.1.4 Xiamen Powerway Advanced Material Co. Ltd.
    • 6.1.5 Sumitomo Electric Industries Ltd.
    • 6.1.6 Wafer Technology Ltd.
    • 6.1.7 MTI Corporation
    • 6.1.8 Vital Materials Co Limited

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS