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세계의 화합물 반도체 시장 : 성장, 동향, COVID-19의 영향, 예측(2021-2026년)

Compound Semiconductor Market - Growth, Trends, COVID-19 Impact, and Forecasts (2022 - 2027)

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세계의 화합물 반도체 시장 : 성장, 동향, COVID-19의 영향, 예측(2021-2026년) Compound Semiconductor Market - Growth, Trends, COVID-19 Impact, and Forecasts (2022 - 2027)
발행일 : 2022년 01월 페이지 정보 : 영문

본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

화합물 반도체 시장 규모는 2021-2026년의 예측 기간 중 5%의 CAGR로 성장할 것으로 예상되고 있습니다. 화합물 반도체는 주기율표의 다른 그룹 또는 같은 그룹, 2개 이상의 원소로부터 만들어져 있습니다. 이것은 화학 증착, 원자층 증착 등 다양한 유형의 증착 기술을 사용하여 제조됩니다. 이것은 고온 및 내열성, 강화된 주파수, 자기에 대한 높은 감도, 보다 빠른 동작 등의 독자적인 특성을 갖추고 있으며, 옵토일렉트로닉스 기능은 수요를 촉진하는 주요 이점의 일부입니다. 또한 화합물 반도체의 제조 비용 하락에 의해 전자 디바이스 및 모바일 디바이스에 대한 응용이 확대하고 있습니다.

  • 인터넷의 보급과 저가격 기기의 보급에 의해 스마트폰의 세계 보급이 급속히 진행되며, 화합물 반도체의 성장을 추진하고 있습니다. 그러나 대부분의 스마트폰 제조업체는 대량의 빛을 포착하여 보다 긴 배터리 수명을 제공하는 가장 효율적인 반도체를 사용한 태양전지식 스마트폰을 개발하고 있습니다.
  • 예를 들면 2019년에 Xiaomi는 자사가 전화의 배면에 태양전지판을 갖춘 태양전지식 스마트폰에 주력하고 있는 것을 나타내는 설계 특허를 신청했습니다. 이것은 기존 방법인 USB Type-C 포트 외에 사용자가 전화를 충전하기 위한 대체 수단을 제공하며, 가장 친환경적인 전화를 제공합니다. 또한 프랑스의 기업인 Wysips는 휴대폰의 화면에 통합하여 추가 배터리 전력을 제공하기 위한 최초의 투명한 박막 태양전지판을 개발하고 있습니다.
  • LED의 제조 및 설치 비용 삭감에 의해 모든 부문의 램프 및 기구에 대한 적용이 증가하고 있습니다. 메가시티는 증가하는 인구의 요구를 충족하기 위해 인프라 개발에 대한 투자에 집중하고 있으며, 정부는 고객이 전력 소비 비용을 삭감하기 위해 에너지 효율이 높은 광원을 설치하는 것을 지원하고 있습니다. 예를 들면 2020년, EESL(Energy Efficiency Services Limited)은 Unnat Jyoti Program(UJALA)이라는 이름의 1년간 정부 프로젝트의 완료를 축하했습니다. 이 프로그램에서는 1,060만 개 이상의 가로등을 LED 라이트로 교환했습니다. 이것에 의해 2,000만 톤의 이산화탄소를 감축하고, 전력 비용을 대폭 삭감할 수 있습니다.
  • 복합 반도체에 관련된 높은 원재료 및 제조 비용은 시장의 성장을 방해할 가능성이 있으나, 전자 디바이스 및 무선 기술에 대한 막대한 수요와 제조 비용을 한층 더 삭감하기 위해 생산능력을 증강하기 위한 주요 기업에 의한 고액의 투자는 풍부한 기회를 제공합니다.

세계의 화합물 반도체 시장을 조사했으며, 시장의 개요, 시장 성장요인 및 저해요인 분석, 시장 기회, Covid-19의 영향, 유형·제품·애플리케이션·지역별 시장 규모의 추이와 예측, 경쟁 구도, 주요 기업의 개요 등의 정보를 정리하여 전해드립니다.

목차

제1장 서론

제2장 조사 방법

제3장 주요 요약

제4장 시장 역학

  • 시장 개요
  • 시장 촉진요인
    • 전자기기 및 모바일 기기의 수요 증가
    • 산업 자동화의 증가
  • 시장 억제요인
    • 높은 원재료와 제조 비용
  • 업계의 밸류체인 분석
  • Porter's Five Forces 분석
  • Covid-19의 업계에 대한 영향 평가

제5장 시장 세분화

  • 유형별
    • 갈륨 비소(GaAs)
    • 질화갈륨(GaN)
    • 인화 갈륨(GaP)
    • 탄화규소(SiC)
    • 기타
  • 제품별
    • LED
    • RF
    • 옵토일렉트로닉스
    • 파워 일렉트로닉스
    • 기타
  • 애플리케이션별
    • 통신
    • 정보통신기술
    • 방위 및 항공우주
    • 가전
    • 헬스케어
    • 자동차
    • 기타
  • 지역별
    • 북미
    • 유럽
    • 아시아태평양
    • 라틴아메리카
    • 중동과 아프리카

제6장 경쟁 구도

  • 투자 분석
  • 기업 개요
    • Skyworks Solutions
    • Cree
    • Qorvo
    • Analog Devices
    • OSRAM
    • GaN Systems
    • Infineon Technologies
    • NXP Semiconductors
    • Advanced Wireless Semiconductor
    • ST Microelectronics
    • Texas Instruments
    • Microsemi
    • WIN Semiconductors
    • On Semiconductor
    • Mitsubishi Electric

제7장 시장 기회 및 향후 전망

KSA 21.03.03

The compound semiconductor market is expected to register a CAGR of 6.1% over the forecast period 2021-2026. Global adoption of smartphones has spread rapidly due to increased penetration of the internet and the availability of low-cost devices. It is subsequently driving the growth of compound semiconductors.

Key Highlights

  • Compound semiconductors are made from two or more elements of the different or same group of the periodic table. These are manufactured by using various types of deposition techniques such as chemical vapor deposition, atomic layer deposition, and others. They possess unique properties like high temperature and heat resistance, enhanced frequency, high sensitivity to magnetism, and faster operation and optoelectronic features are some of the key advantages boosting its demand. Moreover, the decrease in the manufacturing cost of compound semiconductors has increased its application in electronic and mobile devices.
  • The ability of compound semiconductors to emit and sense light in the form of general lighting (LEDs) and lasers and receivers for fiber-optics is further driving the demand. As the decrease in manufacturing and installation cost of LEDs has increased its application in lamps and fixtures across all sectors. Mega-cities concentrate on investing in infrastructure development to meet the needs of the growing population, and governments are helping customers to install energy-efficient lighting sources to reduce their electricity consumption costs.
  • For instance, in 2020, EESL (Energy Efficiency Services Limited) has celebrated the completion of its one-year governmental project named Unnat Jyoti Program (UJALA). Under this program, it has replaced more than 10.6 million street light bulbs with LED lights that will help to reduce 20 million tonnes of carbon dioxide and reduce the electricity cost abruptly.
  • A significant impact of COVID-19 was observed initially on the compound semiconductor market as several manufacturers had to either halt the operations in the manufacturing units or they had to run the units with limited capacity. Furthermore, the supply chain disruptions due to lockdown conditions in various parts across the globe created a shortage of raw materials as well. However, with the restriction being eased out and the condition going towards normalcy, the market is expected to gain traction during the forecast period.
  • Moreover, high raw material and fabrication costs associated with compound semiconductors might hamper the growth of the market; however, huge demand for electronic devices and wireless technologies and high investment by the major player to increase their production capacity to reduce its manufacturing expenses further will provide abundant opportunity.

Key Market Trends

Optoelectronics will experience significant growth in the forecast period

  • Optoelectronics will experience significant growth in the forecast period due to increased application in military services, telecommunications, automatic access control systems, and medical equipment. These are used in the bundle of devices, including LEDs, traffic lights, information displays, optical fibers, photodiodes, solar cells, and remote sensing systems, etc.
  • The healthcare sector is utilizing fiber optics technologies in surgical instrumentation, disease treatment therapies, diagnosis and imaging equipment, and sensor-based wearable medical devices for the safety and effectiveness of the treatment. And as optical fibers are resistant to electromagnetic interference and radio frequency, they can be applied in real-time diagnostic imaging such as MRI, PET, and CT systems in the future. Many organizations and institutes are developing advanced instruments to provide effective and safe treatment for the patient.
  • For instance, in July 2021, Duke University revealed that they had developed a robotic imaging tool that can automatically detect and scan a patient's eyes for markers of different eye diseases. The new tool, which combines an imaging scanner with a robotic arm, can automatically track and image a patient's eyes in less than a minute and produce images that are as clear as the traditional scanners in specialized eye clinics.
  • Moreover, a surging number of data centers, strong federal policies like the solar investment tax credit, declining costs, and increasing demand across the private and public sector for a clean source of energy have led to the growth of solar projects worldwide. For instance, according to SEIA, in the last decade, United States has registered an average annual growth rate of 42% in the solar industry and has installed a solar capacity of nearly 100 gigawatts (GW) that is enough to power 18.9 million homes. In 2020, the solar industry generated USD 25 billion of private investment in the American economy, according to the Solar Energy Industries Association (SEIA).
  • Furthermore, the future foresees an augmented application of optoelectronic devices in the telecommunication industry, which will create abundant opportunities for optoelectronics.

Asia Pacific to Witness Significant Growth

  • The Asia Pacific is expected to dominate the compound semiconductor market during the forecast period as the majority of market vendors are based out of South Korea, China, and Taiwan. Also, the region has a large number of raw material suppliers in addition to low labor costs.
  • Radar, electronic warfare (EW), and communication systems are increasingly leveraging gallium nitride (GaN) technology in the defense sector to meet stringent high-performance, high-power, and long-life cycle demands and thus replacing laterally diffused MOSFET (LDMOS) components. For instance, China has replaced the Travelling Wave Tubes (TWT) with smaller solid-state systems as it delivers higher performance and scalability in radar systems.
  • Moreover, the Asian countries are spending enormously on the defense sector to upgrade their equipment with advanced and efficient technology. For instance, China's proposed budget for 2020 totals USD 718 billion, the largest annual amount requested over the five-year period, and is slightly lesser than that of the United States (USD 750 billion).
  • The increase in industrial automation has gained the adoption of computers and machines for the effective and efficient control of systems. Compound semiconductor devices play a key role in ensuring efficient power consumption within the reduced size of application since they can withstand elevated temperatures and voltages, also making them an ideal component.
  • Moreover, during COVID-19, most of the countries are employing robots to fight the pandemic. Disinfection robot UVD has been in high demand since the outbreak. Chinese hospitals have ordered more than 2,000 UVD robots from Blue Ocean Robotics. Such trends are expected to drive further the growth of the market studied in the Asia Pacific region during the forecast period.

Competitive Landscape

The compound semiconductor market is highly competitive and is dominated by several major players like Broadcom, Skyworks Solutions, Cree, Qorvo, Analog Devices, OSRAM, GaN Systems, Skyworks Solution, and Infineon Technologies. These major players with a prominent share in the market are focusing on expanding their customer base across foreign countries. These companies leverage strategic collaborative initiatives to increase their market share and increase their profitability. However, with technological advancements and product innovations, mid-size to smaller companies are increasing their market presence by securing new contracts and by tapping new markets.

  • September 2021 - Infineon Technologies AG and Panasonic Corporation signed an agreement for the joint development and production of the second generation (Gen2) of their proven gallium nitride (GaN) technology, offering higher efficiency and power density levels. In accordance with market requirements, Gen2 will be developed as 650 V GaN HEMT. The devices will allow for ease of use and provide an improved price-performance ratio, targeting, amongst others, high- and low-power.
  • July 2021 - STMicroelectronics announced that it manufactured the first 200mm (8-inch) Silicon-Carbide (SiC) bulk wafers for prototyping next-generation power devices from its facility in Norrkoping, Sweden. The transition to 200mm SiC wafers marks an important milestone in the capacity build-up for ST's customer programs in automotive and industrial sectors and will consolidate ST's lead in the disruptive semiconductor technology that allows for smaller, lighter, and more efficient power electronics with a lower total cost of ownership.

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 Industry Value Chain Analysis
  • 4.3 Market Drivers
    • 4.3.1 Rise in demand for electronic and mobile devices
    • 4.3.2 Increase in industrial automation
  • 4.4 Market Restraints
    • 4.4.1 High raw material and fabrication costs
  • 4.5 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.5.1 Threat of New Entrants
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Bargaining Power of Suppliers
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry
  • 4.6 Assessment of Impact of Covid-19 on the Industry

5 MARKET SEGMENTATION

  • 5.1 By Type
    • 5.1.1 Gallium Arsenide (GaAs)
    • 5.1.2 Gallium Nitride (GaN)
    • 5.1.3 Gallium phosphide (GaP)
    • 5.1.4 Silicon Carbide (SiC)
    • 5.1.5 Others
  • 5.2 By Product
    • 5.2.1 LED
    • 5.2.2 RF
    • 5.2.3 Optoelectronics
    • 5.2.4 Power Electronic
    • 5.2.5 Other Products
  • 5.3 By Application
    • 5.3.1 Telecommunications
    • 5.3.2 Information and Communication Technology
    • 5.3.3 Defense and Aerospace
    • 5.3.4 Consumer electronics
    • 5.3.5 Healthcare
    • 5.3.6 Automotive
    • 5.3.7 Other Applications
  • 5.4 By Geography
    • 5.4.1 North America
      • 5.4.1.1 United States
      • 5.4.1.2 Canada
    • 5.4.2 Europe
      • 5.4.2.1 Germany
      • 5.4.2.2 France
      • 5.4.2.3 Italy
      • 5.4.2.4 Rest of Europe
    • 5.4.3 Asia Pacific
      • 5.4.3.1 China
      • 5.4.3.2 Japan
      • 5.4.3.3 India
      • 5.4.3.4 Rest of Asia Pacific
    • 5.4.4 Latin America
    • 5.4.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Skyworks Solutions
    • 6.1.2 Wolfspeed Inc.
    • 6.1.3 Qorvo Inc.
    • 6.1.4 Analog Devices Inc.
    • 6.1.5 OSRAM GmbH
    • 6.1.6 GaN Systems
    • 6.1.7 Infineon Technologies
    • 6.1.8 NXP Semiconductors
    • 6.1.9 Advanced Wireless Semiconductor
    • 6.1.10 ST Microelectronics
    • 6.1.11 Texas Instruments
    • 6.1.12 Microsemi Corporation
    • 6.1.13 WIN Semiconductors
    • 6.1.14 On Semiconductor
    • 6.1.15 Mitsubishi Electric

7 INVESTMENT ANALYSIS

8 FUTURE OF THE MARKET

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