全球砷化镓产业：概述

砷化镓（GaAs）被业界公认为是继硅之后最成熟的化合物半导体材料。 它具有高频、高电子迁移率、高功率、低杂讯、线性好等优异性能，使其成为微波RF（射频）和光电子学最重要的支撑材料之一。

近年来，由于5G通讯、自动驾驶、先进显示器、人工智慧等应用领域的快速成长，对GaAs的需求不断增加。 因此，製造商致力于在这个不断成长的市场中占据重要份额。

本报告分析了全球砷化镓（GaAs）产业，调查了市场的基本结构、最新情况、主要公司概况和最新趋势以及未来市场成长方向。

目录

第一章 GaAs 产业链：概论

第二章人工智慧驱动的革命，光通讯模组和手机PA（放大器）需求将增加，GaAs产业将逐步復苏

第 3 章 Win Semiconductors 调查：主要 GaAs 晶圆代工厂的运作动态

第 4 章 TRI 的观点

Gallium Arsenide (GaAs) is recognized in the industry as the most mature compound semiconductor material after silicon. It possesses superior characteristics such as high frequency, high electron mobility, high output power, low noise, and good linearity, making it one of the most important support materials for microwave radio frequency and optoelectronics.

In recent years, a surge in applications like 5G communications, autonomous driving, advanced displays, and AI has driven an increased demand for GaAs. Consequently, manufacturers are fully committed to capturing a significant share of this growing market.

Table of Contents

1. GaAs Industry Chain: Overview

2. AI-Driven Major Transformation Boosts Demand for Optical Communication Modules and Mobile Phones PAs, Leading to a Gradual Recovery in the GaAs Industry

3. Examining Win Semiconductors: A Leading GaAs Wafer Foundry's Operational Dynamics

4. TRI's View