GaAs晶圆（砷化镓晶圆）：市场占有率分析、产业趋势、成长预测（2024-2029）

GaAs晶圆（砷化镓晶圆）市场规模预计到2024年为11.8亿美元，预计到2029年将达到20.3亿美元，在预测期内（2024-2029年）复合年增长率为11.44%，预计将增长。

GaAs 常用于电子领域，主要用于半导体製造。 LED、雷射二极体、光电元件和单晶微波积体电路等产品越来越多地采用 GaAs 晶圆，这被认为是推动所研究市场成长的关键因素之一。调节这种化合物的价格将增加砷化镓晶圆製造商的成长机会。

砷化镓或GaAs是一种由两种元素组成的化合物材料。用于製造砷化镓晶圆的半导体是直接能隙半导体，在光电元件中特别有用，因为它们允许电子快速穿过组件而没有太多干扰。

智慧型手机和运算设备的普及以及普通照明中发光二极体(LED) 的日益普及是该市场的主要成长动力。此外，物联网的出现也是扩大市场趋势的主要因素。这项技术也创造了对采用砷化镓 IC 的射频通讯设备的需求。

因此，随着多家电信业者扩大其通讯基础设施，对 GaAs 晶圆的需求可能会增加，从而对未来几年的研究市场成长产生积极影响。此外，GaAs晶圆的独特特性增加了电子、航太和国防、通讯各个最终用户产业对GaAs晶圆的需求，也推动了全球对GaAs晶圆的需求。

例如，砷化镓晶圆是一种宽直接能隙材料，可抵抗辐射损伤，使其成为高功率太空电子和光学窗口的理想选择，为市场拓展以及电子战系统、电动飞机等提供了机会。产生新的市场趋势和使用案例，包括在宽频行动电话网路技术的开发中增加采用。

然而，GaAs晶圆的价格是其主要缺点之一，这也解释了其使用率低的原因。为了解决这些问题，研究人员创造了生产低成本砷化镓薄膜的新方法，可以帮助製造替代硅的设备，支持研究市场的成长。

COVID-19大流行的全球爆发以及各国政府随后采取的遏制病毒传播的果断行动对半导体行业产生了显着影响，影响了半导体零件的製造并影响了客户需求，从而抑制了全球市场生长。然而，数位技术的普及显着增加了对先进消费性电子产品以及支持它们的数位基础设施的需求，对所研究市场的成长产生了积极影响。

GaAs晶圆市场趋势

射频电子占据很大的市场份额

在砷化镓基板上製造的射频元件广泛应用于无线网路（WLAN）、4G/5G基地台、行动通讯、卫星通讯和Wi-Fi通讯无线通讯应用。这些发展代表了支援 4G 和 5G 服务的智慧型手机和其他行动装置所需的下一代超紧凑高效能射频前端晶片组开发的一个重要里程碑。

此外，GaAs晶圆更高的效率和低耗电量正在鼓励参与企业采用它们，这对GaAs晶圆的需求产生积极影响。光电器件先前广泛应用于电脑周边设备和短程光纤通讯。儘管如此，扩增实境(AR)、光达和脸部辨识等新应用对其的需求仍然很高。

在全球范围内，网路普及不断提高，特别是在印度和巴西等发展中国家，刺激了对砷化镓晶圆的需求。此后，光纤网路、回程传输、基地台和无线通讯基础设施对Wi-Fi连接产品的需求不断增加，并支援了网路在全球的普及。

此外，不断增长的行动资料消耗率和物联网设备的广泛采用也推动了对 Wi-Fi 和其他无线通讯设备的需求。这些产品和无线通讯技术的高成长率正在推动砷化镓晶圆的采用。例如，根据 5G America 的数据，全球行动 5G 用户数量预计将从 2023 年的 190 万增加到 2027 年的 590 万。

亚太地区将在预测期内主导市场

亚太地区对智慧消费性电子产品的需求不断增长。中国、台湾、日本和印度对智慧型手机、穿戴式装置、电脑和笔记型电脑等先进科技设备的需求正在迅速增长，进一步加速了该地区的市场成长。与硅基设备相比，砷化镓产品提供了改进的资料传输和质量，从而提高了连接性并增加了需求。此外，砷化镓产品可以大规模生产，良产量比率，这也促进了业务成长。互联网的普及、4G和5G网路的扩展以及电子工业也有望推动该地区GaAs晶圆市场的开拓。

亚太地区的关键驱动因素之一是对计算设备、智慧型手机、平板电脑和笔记型电脑等先进技术设备的需求不断增长。电晶体等 GaAs 产品可用于智慧型手机和其他无线通讯设备，因此不断增长的需求正以令人鼓舞的速度推动对 GaAs 晶圆的需求。

中国是主导电子产业市场的大国，这得益于政府的大力支持，推动中国科研市场的开拓。例如，中国政府透过向产业相关人员提供资金来促进国内技术市场的发展。这些趋势鼓励新参与企业扩大在该国的业务。例如，2023年2月，GaAs晶圆基板等化合物半导体晶圆基板製造商AXT宣布扩建北京工厂。该公司投资了原料萃取设备，以进一步巩固其作为化合物半导体基板领先供应商的地位。

中国也是5G基础设施发展以及其他消费性电子和电动车解决方案采用的领先国家之一。例如，根据工信部的数据，到年终，中国将拥有约231万个5G基地台。随着这些产业的发展，中国研究市场的成长前景正在显现。

台湾正见证晶圆市场是科技发展的关键领域之一。因此，台湾预计也将在全球砷化镓晶圆市场中占据很大份额。台湾公司正在解决供应链对前端和后端先进封装架构的需求，以适应专门的材料和工艺，从而影响所研究的整个市场。

砷化镓晶圆产业概况

GaAs晶圆市场竞争激烈，少数几家公司占据了重要的市场占有率，包括AXT Inc.、 工业 、Semiconductor Wafer Inc.、Freiberger Compound Materials GmbH和厦门博威高新材料有限公司。现有公司正致力于透过大力投资研发以及为客户提供更好、技术先进的产品来巩固自己的地位。

其他福利

• Excel 格式的市场预测 (ME) 表
• 3 个月分析师支持

目录

第一章简介

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

• 市场概况
• 产业吸引力－波特五力分析
  • 供应商的议价能力
  • 买方议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 技术简介
  • 液体封装直拉法 (LEC) 生长的 GaAs
  • 垂直梯度冷冻 (VGF) 生长的砷化镓
• COVID-19 市场影响评估

第五章市场动态

• 市场驱动因素
  • 全球 5G 基础设施采用率增加
  • 光电装置需求快速成长
• 市场限制因素
  • 製造成本高

第六章市场区隔

• 按申请
  • 射频电子产品
  • 发光二极体
  • 光电装置
  • 光子装置
  • 其他的
• 按地区
  • 美国
  • 台湾
  • 中国
  • 日本
  • 英国
  • 德国
  • 世界其他地区

第七章 竞争形势

• 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
  • Dowa Electronics Materials Co. Ltd.
  • American Elements

第八章投资分析

第九章 市场机会及未来趋势

The Gallium Arsenide GaAs Wafer Market size is estimated at USD 1.18 billion in 2024, and is expected to reach USD 2.03 billion by 2029, growing at a CAGR of 11.44% during the forecast period (2024-2029).

GaAs is mainly used is common in electronics, such as semiconductor manufacturing. The growing adoption of GaAs wafers in products such as LEDs, laser diodes, optoelectronic devices, and monolithic microwave integrated circuits is considered among the primary factors driving the growth of the studied market. The price of this compound being regulated creates more growth opportunities for gallium arsenide (GaAs) wafers manufacturers.

Gallium Arsenide or GaAs is a compound material made up of two elements. The semiconductor used to manufacture GaAs wafers is a direct bandgap semiconductor, meaning that electrons can pass through components much quicker without much interference, making them particularly useful in optoelectronic devices.

The increasing adoption of smartphones and computing devices and the growing penetration of light-emitting diodes (LEDs) in general lighting are significant growth drivers for this market. The advent of IoT has also been one of the major reasons responsible for the increasing market trend. The technology has also created a demand for high-frequency communication devices with GaAs-based ICs.

As a result, with several telecommunication companies expanding their communication infrastructure, the demand for GaAs wafers will increase, which will positively influence the growth of the studied market in the forthcoming years. Additionally, owing to its inherent features, the need for GaAs wafers across various end-user industries such as electronics, aerospace & defense, and communications is increasing, which, in turn, is also driving the demand for GaAs Wafers globally.

For instance, GaAs wafers are also a great choice for high-power outer space electronics and optical windows due to their wide direct bandgap material that resists radiation damage which is also predicted to offer profitable chances for market expansion and give rise to new market trends and use cases, including their higher adoption in electronic warfare systems, electric aircraft, and developments in broadband cellular network technology.

However, the price of GaAs wafers is among the major disadvantage, which explains its low utilization. To solve such issues, researchers have achieved new methods of manufacturing thin films of low-cost gallium arsenide to help create devices that would replace silicon to support the studied market's growth.

The global outbreak of the COVID-19 pandemic and the subsequent decisive government actions taken to curb the spread of the virus had a notable impact on the semiconductor sector, affecting the manufacture of semiconductor components and lowering customer demand, thereby impeding the global market's growth. However, higher exposure to digital technologies significantly enhanced the demand for advanced consumer electronic devices and supporting digital infrastructure, which positively influenced the growth of the studied market.

Gallium Arsenide (GaAs) Wafer Market Trends

Radio Frequency Electronics to Hold the Significant Share in the Market

Radio-frequency (RF) devices produced with GaAs substrates are widely used in wireless communication applications, including wireless networks (WLAN), 4G/5G base stations, mobile communication, satellite, and Wi-Fi communications. The development of such trends marks an important milestone in developing next-generation, ultra-compact, and high-performance RF front-end chipsets that are needed for smartphones and other handsets, supporting 4G and 5G services.

GaAs wafers' higher efficiency and lower power consumption are also enticing market participants to adopt them, positively influencing the demand for GaAs wafers. Optoelectronic devices were previously widely used in computer peripherals and short-range optical communications. Still, they are in high order for new applications such as augmented reality (AR), lidar, and facial recognition.

Globally, internet penetration is rising, especially in developing countries such as India and Brazil, stimulating the demand for GaAs wafers. Subsequently, the need for fiber-optic networks and backhaul, base stations, and Wi-Fi connectivity products with wireless communication infrastructure and have supported the growing penetration of the internet worldwide, which, in turn, is driving the adoption of GaAs wafers.

Further, the growth of mobile data consumption rate and the wide adoption of IoT devices also propel the requirement for Wi-Fi and other wireless communication devices. As a result of the high growth rates for such products and technologies related to wireless communications are aiding the adoption of GaAs wafers. For instance, according to 5G America, the global number of mobile 5G subscriptions is expected to grow from 1.9 million in 2023 to 5.9 million by 2027.

Asia Pacific to Dominate the Market During the Forecast Period

The Asia Pacific region has an increasing demand for intelligent consumer electronic devices. China, Taiwan, Japan, and India have surging demand for advanced technological devices such as smartphones, wearables, computers, and laptops, further augmenting the regional market's growth. GaAs products offer better connectivity through enhanced data transmission and quality than silicon-based devices, so their demand has increased. Additionally, GaAs products can be manufactured on large scales with high yield rates, which improves business growth. The increasing Internet penetration, expansion of 4G and 5G networks, and the electronic industry are also expected to fuel the development of the GaAs wafer market in the region.

One major driving factor in the Asia Pacific region is the growing demand for advanced technological devices such as computing devices, smartphones, tablets, and laptops. As GaAs products such as transistors can be used for smartphones and other wireless communication devices, the growing demand is driving the need for GaAs wafers at a promising rate.

China is the major country dominating the market for the electronics industry owing to considerable government support, which is fostering the development of the studied market in China. For instance, the Chinese government is promoting its domestic technology market by funding the industry players. Such trends are encouraging new players to expand their presence in the country. For instance, in February 2023, AXT, a manufacturer of compound semiconductor wafer substrates such as GaAs wafer substrates, announced an expansion of operations at its Beijing facility. The company invested in raw material extraction facilities to further strengthen its position as the leading provider of compound semiconductor substrates.

China is also among the leading countries in 5G infrastructure development and adopting other consumer electronic and electric mobility solutions. For instance, according to MIIT, by the end of 2022, China had about 2.31 million 5G base stations. Together the growth of these industries is creating a favorable outlook for the growth of the studied market in China.

Taiwan has witnessed the wafer market as one of the critical areas of technological development. As a result, Taiwan is also expected to hold a significant market share in the global GaAs wafer market. Companies across Taiwan are addressing the supply chain needs of front and back-end advanced wafer-level packaging architectures to cater to specialty materials and processes, thus, influencing the overall market studied.

Gallium Arsenide (GaAs) Wafer Industry Overview

The Gallium Arsenide GaAs Wafer Market is competitive and highly concentrated with a few companies such as AXT Inc, Sumitomo Electric Industries Ltd., Semiconductor Wafer Inc, Freiberger Compound Materials GmbH, Xiamen Powerway Advanced Material Co. Ltd, holding a significant market share. Established companies focus on strengthening their position by investing heavily in R&D and providing customers with better and technologically advanced products.

In May 2023, QE, a semiconductor wafer specialist, introduced a new range of 200mm RGB epitaxial wafer products specifically designed for microLED display qualification. According to the company, GaN and GaAs epitaxy is anticipated to continue to play a crucial role in driving the rapid adoption of microLEDs.

In May 2022, The MOSIS Service of Information Sciences Institute, University of Southern California, and WIN Semiconductors Corp. signed a Memorandum of Understanding (MoU) to accelerate the development of GaAs and GaN monolithic microwave integrated circuits with WIN Semiconductors' GaAs and GaN process technologies. The partnership 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 INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Technology Snapshot
  • 4.3.1 Liquid Encapsulated Czochralski (LEC) Grown GaAs
  • 4.3.2 Vertical Gradient Freeze (VGF) Grown GaAs
• 4.4 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Adoption of 5G Infrastructure Across the World
  • 5.1.2 Surging Demand for Opto-electronic Devices
• 5.2 Market Restraints
  • 5.2.1 High Production Cost

6 MARKET SEGMENTATION

• 6.1 By Application
  • 6.1.1 Radio Frequency Electronics
  • 6.1.2 Light Emitting Diodes
  • 6.1.3 Photovoltaic Devices
  • 6.1.4 Phototonic Devices
  • 6.1.5 Other Applications
• 6.2 By Geography
  • 6.2.1 United States
  • 6.2.2 Taiwan
  • 6.2.3 China
  • 6.2.4 Japan
  • 6.2.5 United Kingdom
  • 6.2.6 Germany
  • 6.2.7 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Semiconductor Wafer Inc
  • 7.1.2 AXT Inc.
  • 7.1.3 Freiberger Compound Materials GmbH
  • 7.1.4 Xiamen Powerway Advanced Material Co. Ltd.
  • 7.1.5 Sumitomo Electric Industries Ltd.
  • 7.1.6 Wafer Technology Ltd.
  • 7.1.7 MTI Corporation
  • 7.1.8 Vital Materials Co Limited
  • 7.1.9 Dowa Electronics Materials Co. Ltd.
  • 7.1.10 American Elements

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS