5G半導體：創造通信的未來

5G 半導體的全球市場受到化合物半導體的快速採用、加速 5G 部署、對支持 5G 的設備的需求增加以及先進芯片製造和封裝技術的發展等因素的推動。 另一方面，持續的地緣政治緊張局勢、供應鏈中斷、終端用戶行業進入芯片設計和製造以及平衡價格、技術和產能的需要是主要的市場挑戰。。

本報告調查了全球 5G 半導體市場，介紹了當前的 5G 部署狀態、半導體相關舉措、影響市場增長的各種因素分析、關鍵行業趨勢、最終用戶分析和供應商格局、可持續性趨勢分析增長機會等等。

內容

戰略要務

• 增長問題
• 戰略要務 8 (TM)
• 三大戰略要務的影響
• 增長機會推動增長PipelineEngine (TM)

增長機會分析

• 分析範圍
• 5G 半導體：關鍵最終用戶和應用領域
• 分析範圍
• 對 5G 芯片組的需求
• 5G 半導體製造價值鏈
• 5G 半導體市場的主要參與者
• 增長指標
• 5G 半導體：最終用戶和組件的關鍵指標
• 5G 半導體：市場分析
• 增長動力
• 增長動力分析
• 抑制增長的因素
• 生長抑制因素分析

5G 現狀：區域分析

• 5G 部署：現狀
• 5G 的全球採用率：2021/2025
• 市場分析：按地區
• 全球半導體相關計劃
• 半導體計劃及其對 5G 半導體形勢的影響

5G半導體產業趨勢

• 從 4G 到 5G：移動通信的範式轉變
• 5G 天線封裝 (AiP)
• 網絡時代智能手機中 RF FEM、天線和封裝技術的發展
• 用於毫米波實施的 AAS
• 5G 射頻 PA ET
• 主要5G半導體製造工藝技術
• 5G 半導體材料技術趨勢
• 5G 設備需要有效的熱管理
• 5G RF 應用中的 SiGe BiCMOS：提供兩全其美的解決方案
• 從 5G 到 6G 的演進：對半導體行業的影響
• 具有潛在 5G 應用的重點行業

最終用戶分析

• 智能手機
• 網絡基礎設施
• FWA/CPE
• 其他

競爭格局

• 競爭格局：5G 半導體
• 競爭分析
• 供應商的產品和應用
• 供應商的產品和應用
• 5G 半導體價值鏈中的主要參與者

5G 半導體和可持續性

• 可持續發展和循環經濟的 5 大趨勢
• 聯合國可持續發展目標
• 5G 半導體的關鍵可持續發展目標 (SDG)

增長機會領域

• 增長機會 1：過渡到毫米波 5G 有望觸發 FPGA 需求
• 增長機會 2：改進熱管理
• 增長機會 3：3D GaN 技術
• 增長機會 4：RF 技術的進步
• 增長機會 5：智慧城市計劃和各種企業應用
• 增長機會 6：戰略合作
• 增長機會 7：Si 即服務模型
• 圖表列表
• 免責聲明

Top Trends, Growth Strategies, and Strategic Analysis of the Current 5G Semiconductor Ecosystem

This research service focuses on key semiconductor types enabling 5G connectivity in devices and network infrastructure. The key components included are Modem ICs/SoC, RFICs, power amplifiers (PA), filters, low noise amplifiers (LNAs), beamformer ICs, switches, and envelope trackers, among others. End-user applications include smartphones, network infrastructure (including small cells), fixed wireless access/customer premise equipment (FWA/CPE), and other emerging 5G areas in automotive, industrial, laptops, tablets, mining, medical, and AR/VR.

With various new and emerging 5G use cases, the study highlights the changing customer landscape. Top driving include the rapid increase in the adoption of compound semiconductors, accelerating 5G deployments, growing demand for 5G capable devices, and development in advanced chip fabrication and packaging technologies. The study also highlights key restraints, such as the ongoing geopolitical tensions, supply-chain disruptions, the venturing of end-user industries into chip design and manufacturing, and the need to strike a balance between price, technology, and capacity.

Research Highlights:

• Market drivers and restraints

• The current global state of 5G

• Global semiconductor initiatives and implications on the 5G semiconductor landscape.

• The importance of RF chips in enabling 5G and discussion on the manufacturing and process technology for the same

• Analysis of the 5G semiconductor packaging technology

• The growth of compound semiconductor technology for 5G applications

• Comparative analysis of various semiconductor materials for 5G, such as GaN, InP, Si, and GaAs

• Analysis of key industry trends for 5G semiconductors, such as antenna in the package, active antenna technology, thermal management solutions, SiGe BiCMOS, 3D GaN, and Silicon-as-a-service business model

• Competitive analysis of key vendors offering Modem ICs and RFICs

• Vendor segregation based on end-user applications served and components offered

• Top growth opportunities for market stakeholders

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Fifth-generation (5G) Semiconductor Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• 5G Semiconductors: Key End Users and Application Areas
• Scope of Analysis
• Scope of Analysis (continued)
• Scope of Analysis (continued)
• The Need for 5G Chipsets
• 5G Semiconductor Manufacturing Value Chain
• Key Competitors in 5G Semiconductors Market
• Growth Metrics
• 5G Semiconductors: Key Metrics by End User and Components
• 5G Semiconductors: Market Analysis
• 5G Semiconductors: Market Analysis (continued)
• Growth Drivers
• Growth Driver Analysis
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Restraints
• Growth Restraint Analysis
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)

5G State of Affairs: Regional Analysis

• 5G Deployments: State of Affairs, 2022
• 5G Deployments: State of Affairs, 2022 (continued)
• Global 5G Adoption, 2021 and 2025
• Market Analysis by Region
• Global Semiconductor-focused Initiatives
• Semiconductor Initiatives and Impact on the 5G Semiconductor Landscape

Industry Trends for 5G Semiconductors

• 4G to 5G: A Paradigm Shift in Mobile Communication
• Antenna in Package (AiP) for 5G
• Evolution of RF FEM, Antenna, and Packaging Technology in Smartphones with Network Generations
• AASs for mmWave Implementations
• ETs for 5G RF PAs
• Manufacturing Process Technology for Key 5G Semiconductors
• Material Technology Trends for 5G Semiconductors
• The Need For Effective Thermal Management in 5G Devices
• SiGe BiCMOS in 5G RF Applications: Delivering the Best of Both Worlds
• Evolution from 5G to 6G: Impact on the Semiconductor Landscape
• Key Industries with Potential 5G Applications

Analysis by End Users

• 5G Semiconductors, End-user Analysis: Smartphones
• 5G Semiconductors, End-user Analysis: Network Infrastructure
• 5G Semiconductors, End-user Analysis: FWA/CPE
• 5G Semiconductors, End-user Analysis: Others

Competitive Landscape

• Competitive Environment: 5G Semiconductors
• Competitive Analysis
• Products and Applications of Vendors
• Products and Applications of Vendors
• Key Participants in the 5G Semiconductor Value Chain

5G Semiconductors and Sustainability

• Top 5 Trends for Sustainability and the Circular Economy
• UN Sustainable Development Goals
• Key Sustainable Development Goals (SDGs) for 5G Semiconductors
• Key SDGs for 5G Semiconductors (continued)
• Key SDGs for 5G Semiconductors (continued)

Growth Opportunity Universe

• Growth Opportunity 1: Move towards mmWave 5G Poised to Trigger Demand for Field-Programmable Gate Arrays (FPGAs)
• Growth Opportunity 1: Move towards mmWave 5G Poised to Trigger Demand for Field-Programmable Gate Arrays (FPGAs) (continued)
• Growth Opportunity 2: Better Thermal Management
• Growth Opportunity 2: Better Thermal Management (continued)
• Growth Opportunity 3: 3D GaN Technology
• Growth Opportunity 3: 3D GaN Technology (continued)
• Growth Opportunity 4: Advancements in RF Technologies
• Growth Opportunity 4: Advancements in RF Technologies (continued)
• Growth Opportunity 5: Smart City Initiatives and Varied Enterprise Applications
• Growth Opportunity 5: Smart City Initiatives and Varied Enterprise Applications (continued)
• Growth Opportunity 6: Strategic Collaborations
• Growth Opportunity 6: Strategic Collaborations (continued)
• Growth Opportunity 7: Si-as-a-Service Model
• Growth Opportunity 7: Si-as-a-Service Model (continued)
• List of Exhibits
• Legal Disclaimer