세계의 3세대 반도체 산업의 발전과 주요 기업의 제품 전략

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