查看購物車
  • Simplified Chinese
  • English
  • Japanese
封面
市場調查報告書
商品編碼
1689924

複合半導體：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Compound Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 200 Pages | 商品交期: 2-3個工作天內

價格

※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

複合半導體市場規模預計在 2025 年為 361.5 億美元，預計到 2030 年將達到 606.6 億美元，預測期內（2025-2030 年）的複合年成長率為 10.91%。

複合半導體市場-IMG1

新冠疫情導致化合物半導體製造業多種產品停產。此外，世界各地政府的封鎖進一步沉重打擊了各行各業，擾亂了全球的供應鏈和製造業運作。包括工廠作業在內的大多數製造業務都受到嚴重影響，導致生產率下降。

主要亮點

  • 複合半導體由元素週期表中不同或相同族的兩種或多種元素所構成。化合物半導體採用多種沉積技術製造，包括化學氣相沉積和原子層沉積。具有耐高溫和耐熱性、提高的頻率、對磁的高靈敏度、高速運轉和光電特性等獨特性能是推動需求的一些主要優勢。此外，隨著化合物半導體製造成本的下降，其在電子和行動裝置中的應用正在擴大。
  • 化合物半導體能夠以通用照明（LED）、雷射和光纖接收器的形式發射和感應光，這進一步推動了需求。隨著LED製造和安裝成本的下降，其在照明燈具中的應用正在各個領域不斷擴大。隨著特大城市專注於投資基礎設施以滿足不斷成長的人口的需求，政府正在幫助客戶安裝節能照明設備以降低電力消耗成本。
  • 例如，在疫情期間，EESL（能源效率服務有限公司）慶祝了為期一年的政府計劃「Unnat Jyoti 計畫（UJALA）」的完成。該專案以LED照明取代了1060多萬盞路燈，減少了2000萬噸的碳排放和電費。這些舉措將進一步促進市場發展。
  • 2020年，台積電約31%的零件來自中國大陸，2021年這一比例將上升至31%。
  • 根據美國能源局（DOE）的數據，LED照明比傳統白熾燈泡消費量約75-80％，比鹵素燈泡節能約65％。商業建築需要長時間照明，例如長時間工作、倉庫和製造設施的安全保障以及其他用途。因此，改用 LED 照明每年可節省數百萬美元。例如，美國能源回收公司(美國 能源回收) 的客戶可以透過以現代 LED 照明取代舊照明系統來節省約 20-55% 的水電費。因此，向 LED 的採用轉變正在推動市場成長。
  • 智慧型手機是化合物半導體的主要消費者。近年來，智慧型手機市場競爭愈發激烈。預計行動電話使用量的增加將進一步推動全球市場的發展。例如，根據愛立信2022年行動報告，預計到2027年底全球5G用戶將達到44億，佔所有行動電話用戶的48%。
  • 物聯網應用正在興起，預計將推動複合半導體的銷售。此外，隨著5G網路的發展，無線通訊領域也有望實現成長。隨著消費者升級手機和設備，5G 網路也顯示出良好的前景，刺激了全球對複合半導體的採用。
  • 化合物半導體產業被認為是最複雜的產業之一，因為它面臨的環境充滿挑戰，包括動蕩的電子市場和不可預測的需求，以及製造和各種產品涉及的 500 多個製程步驟。

複合半導體市場趨勢

預測期內光電子技術將顯著成長

  • 調查涵蓋的光電子產品包括光電二極體、光電電晶體、頻譜儀、太陽能板和其他光電子元件，但不包括LED產品。
  • 基於 GaN 的電晶體正在開闢新的可能性，特別是在光電子領域，因為它們比基於 SiC 的電晶體更快、更有效率。 GaN的電子遷移率是矽的1000倍，即使在高溫下也能相對穩定地運作。
  • 光電子領域的最新進展，例如等離子體奈米結構、鈣鈦礦電晶體、光學活性量子點、微燈泡、低成本 3D 成像、雷射驅動 3D 顯示技術和雷射 Li-Fi，有望帶來光電子元件動態應用的量子轉變。
  • 此外，2022年6月，美國（中佛羅裡達大學）和韓國的研究人員開發了一種多波長光電子突觸，可在同一裝置中偵測、儲存和處理光學資料。由此產生的 InSensor 人工視覺系統顯著提高了處理效率和影像辨識準確性，可用於機器人、自動駕駛汽車、機器視覺等領域。就像人眼中視網膜透過視神經中的突觸傳輸光學資料一樣，光電突觸使得在同一裝置中整合光學資料感知、記憶和處理成為可能。
  • 此外，橫河電機於2022年8月推出了兩款新型頻譜儀（OSA），以滿足市場對可測量寬波長範圍的儀器的需求，以滿足獨特的光學產品擴展和製造需求。橫河馬達的AQ6375E和AQ6376E是唯一覆蓋2μm以上SWIR（短波紅外線）和3μm以上MWIR（中波紅外線）的基於光柵的OSA，具有先進的光學性能。
  • 為了滿足客戶的多樣化需求，公司正在擴大產品系列。例如，2022 年 4 月，專門製造各種光電設備的億光電科技 (Everlight Line) 在其產品組合中推出了一系列新產品，包括光電二極體和光電電晶體。這些產品由第三方經銷商Transfer Multisort Elektronik (TME) 提供。
  • 對可再生能源日益成長的需求進一步推動了市場的發展。根據IRENA預測，印度的太陽能發電能力將在2022年達到峰值，超過62.8吉瓦，與前一年同期比較成長21.5%。

中東和非洲經濟強勁成長

  • 沙烏地阿拉伯、埃及和阿拉伯聯合大公國等中東和非洲主要國家擁有該地區最廣泛的可再生能源項目。複合半導體裝置在控制再生能源來源的產生和將其連接到網路方面發揮關鍵作用。
  • 此外，半導體產業在中東和非洲地區逐漸獲得發展動力，創造了豐富的市場成長機會。例如，2022年3月，阿卜杜勒阿齊茲國王科技城（KACST）宣布啟動沙烏地阿拉伯首個半導體計劃，旨在支援電子晶片設計和在地化領域的研發和專家資格認證。
  • 此外，5G 在中東和北非地區正在大力擴張。海灣國家在 5G 發展方面處於主導，各國政府和當局允許通訊業者進入許可權5G 發射頻段，讓他們能夠建造世界上第一個也是最快的 5G 網路。據 GSMA 稱，中東和北非 (MENA) 地區的多元化經濟將從 5G 中受益匪淺，預計到 2030 年中頻段將增加超過 160 億美元的新 GDP（佔該地區 GDP 的 0.35%）。
  • 此外，2022年3月，南非跨國行動電信業者MTN宣布將在該國最大的省份北開普省和司法中心Free State投資超過4,225萬美元用於網路建設和5G推廣。這些舉措將促進這些地區的整體半導體產業發展，為市場成長創造積極的前景。
  • 此外，杜拜預計將投入數百萬迪拉姆作為獎勵，到 2030 年讓 42,000 輛電動車上路。通用汽車預計，隨著雪佛蘭電動車的推出，其在中東和非洲的銷量將會成長。作為「智慧杜拜」計畫的一部分，杜拜的電動車綠色充電站數量可能會增加一倍，該計​​畫旨在使杜拜成為世界上最具創新性和最幸福的城市。杜拜電力和水務局宣布將在杜拜全境安裝 100 個電動車綠色充電站，這是其綠色充電器計畫第二階段的一部分。
  • 據氣候現實計畫稱，世界上最大的聚光型太陽光電發電廠最近在杜拜附近竣工，預計將產生 1,000 兆瓦的電力。杜拜的目標是到2050年75%的能源來自清潔能源來源，2030年的能源結構目標是25%的能源來自太陽能。這些努力正在推動該地區的市場發展。

化合物半導體產業概況

複合半導體市場競爭激烈，主要由博通、Skyworks Solutions、Cree、Qorvo、Analog Devices、OSRAM、GaN Systems、Skyworks Solution 和英飛凌科技等大公司主導。由於擁有較大的市場佔有率，這些大公司正致力於擴大海外基本客群。這些公司正在利用戰略合作計劃來增加市場佔有率和盈利。然而，隨著技術進步和產品創新，中小企業正在透過贏得獨特的合約和探索新市場來擴大市場。

  • 2022年6月，ams OSRAM宣布台灣Ledtech公司已採用OSLON UV 3636 UV-C LED用於其新型智慧空氣清淨機BioLED的殺菌功能。 BioLED 的 OSLON UV 3636 LED 的輻照率為 3.6mJ/cm2，能夠去活化高達 99.99% 的病毒，包括 SARS-CoV-2。
  • 2022年5月，Qorvo宣布推出新一代1200V SiCFET。新型 UF4C/SC 系列 1200V Gen 4 SiCFET（來自最近收購的 UnitedSiC）專為電動汽車車載充電器、工業電池充電器、工業電源、DC/DC 太陽能逆變器、焊接機、不斷電系統和感應加熱應用中的 800V 總線架構而設計。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概覽
  • 產業價值鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買家的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭
  • 評估宏觀經濟趨勢對市場的影響

第5章市場動態

  • 市場促進因素
    • 電子和行動裝置需求不斷成長
    • 提高工業自動化
  • 市場挑戰
    • 原料和製造成本高

第6章市場區隔

  • 按類型
    • 砷化鎵（GaAs）
    • 氮化鎵（GaN）
    • 磷化鎵（GaP）
    • 碳化矽（SiC）
    • 其他
  • 按產品
    • LED
    • RF
    • 光電子
    • 電力電子
    • 其他
  • 按應用
    • 通訊
    • 資訊和通訊技術
    • 國防與航太
    • 家電
    • 衛生保健
    • 車
    • 其他
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
    • 歐洲
      • 德國
      • 法國
      • 義大利
      • 其他歐洲國家
    • 亞太地區
      • 中國
      • 日本
      • 印度
      • 其他亞太地區
    • 拉丁美洲
    • 中東和非洲

第7章競爭格局

  • 公司簡介
    • Skyworks Solutions INC.
    • Wolfspeed Inc.
    • Qorvo Inc.
    • Analog Devices Inc.
    • OSRAM GmbH（ams-OSRAM AG）
    • GaN Systems Inc.
    • Infineon Technologies AG
    • NXP Semiconductors NV
    • Advanced Wireless Semiconductor Company
    • STMicroelectronics NV
    • Texas Instruments Inc.
    • Microsemi Corporation（Microchip Technology Inc.）
    • WIN Semiconductors Corp.
    • ON Semiconductor Corp.（Semiconductor Components Industries Llc）
    • Mitsubishi Electric Corporation

第8章投資分析

第9章：市場的未來

簡介目錄
Product Code: 69330

The Compound Semiconductor Market size is estimated at USD 36.15 billion in 2025, and is expected to reach USD 60.66 billion by 2030, at a CAGR of 10.91% during the forecast period (2025-2030).

Compound Semiconductor - Market - IMG1

The COVID-19 pandemic halted the manufacturing of several products in the compound semiconductor production industry owing to continued lockdown in critical global regions. In addition, country-wise lockdowns inflicted by governments across the globe further resulted in sectors taking a hit and disrupting supply chains and manufacturing operations worldwide. Most manufacturing operations, including the factory floor work, were significantly affected, resulting in decreased productivity.

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 their demand. Moreover, the decrease in the manufacturing cost of compound semiconductors has increased their 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. 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, during the pandemic, EESL (Energy Efficiency Services Limited) celebrated the completion of its one-year governmental project called the Unnat Jyoti Program (UJALA). Under this program, it substituted more than 10.6 million street light bulbs with LED lights to reduce the carbon dioxide footprint by 20 million tons and the electricity cost. Such initiatives further boost the market studied.
  • In 2020, the Taiwan Semiconductor Manufacturing Company (TSMC) sourced about 31% of spare parts locally in China, which increased to 31% in 2021.
  • According to the US Department of Energy (DOE), LED lights use about 75-80% less energy than traditional incandescent light bulbs and about 65% less energy than halogen bulbs. Commercial enterprises need lighting for an extended period, whether for long working hours, safety and security in a warehouse or manufacturing facility, or other uses. Thus, switching to LED lights can save millions of dollars annually. For example, US Energy Recovery clients can save about 20-55% on their electric utility bills by swapping out old lighting systems for state-of-the-art LED lighting. Therefore, the shift toward LED adoption is driving the growth of the market studied.
  • The smartphone is the major consumer of compound semiconductors. The smartphone market has been very competitive in recent years. The increasing usage of mobile phones is further anticipated to drive the global market. For instance, according to the Ericsson Mobility Report, 2022, by the end of 2027, there will be 4.4 billion 5G subscriptions globally, accounting for 48% of all mobile subscriptions.
  • The Internet of Things applications are increasing, which is expected to boost the sales of compound semiconductors. Moreover, the wireless communications sector is expected to grow with the growth in 5G networks. Fifth-generation networks also indicate the likelihood of consumers upgrading their mobile handsets or devices to drive global compound semiconductor adoption.
  • The compound semiconductor industry is considered one of the most complex industries, not only due to the more than 500 processing steps involved in the manufacturing and various products but also due to the harsh environment it faces, e.g., the volatile electronic market and the unpredictable demand.

Compound Semiconductor Market Trends

Optoelectronics to Have a Significant Growth During the Forecast Period

  • Optoelectronic products covered under the study scope include photodiodes, phototransistors, optical spectrum analyzers, solar panels, and other optoelectronic devices, excluding LED products.
  • GaN-based transistors are discovering new ways, particularly in optoelectronics, compared to SiC-based, as they are faster and more efficient. GaN has 1,000 times the electron mobility of silicon, along with relatively stable operability at higher temperatures.
  • Recent advancements in the field of optoelectronics, such as plasmonic nanostructures, perovskite transistors, optically active quantum dots, microscopic light bulbs, low-cost 3D imaging, laser-powered 3D display technology, and Laser Li-Fi, are expected to cause a quantum shift in the dynamic applicability areas of optoelectronic apparatus.
  • Further, in June 2022, a multiwavelength optoelectronic synapse that enables optical data detection, storage, and processing in the same device was created by researchers in the United States (University of Central Florida) and South Korea. The resultant in-sensor artificial visual system, which significantly improves processing effectiveness and picture identification precision, might use robotics, self-driving cars, and machine vision. Like the human eye, where the retina, through the synapse of the optic nerve, carries optical data, optoelectronic synapse allows optical data sensing, memory, and processing to be integrated into the same device.
  • Additionally, in August 2022, Yokogawa launched two new optical spectrum analyzers (OSAs) to fulfill the market demand for an instrument capable of measuring a wide range of wavelengths to meet unique optical product expansion and manufacturing needs. The Yokogawa AQ6375E and AQ6376E are the only grating-based OSAs covering SWIR (Short-Wavelength InfraRed) over 2 μm and MWIR (Mid-Wavelength InfraRed) over 3 μm, with advanced optical performance.
  • To meet the various needs of the customers, the firms are expanding their product portfolio. For instance, in April 2022, the Everlight line specializes in manufacturing different optoelectronic devices, introduced a wide range of new products in its portfolio, including photodiodes and phototransistors. These products are offered by third-distributor Transfer Multisort Elektronik (TME).
  • Growing demands for renewable energy are further driving the studied Market. According to IRENA, the solar photovoltaic energy capability in the South Asian country of India peaked at over 62.8 gigawatts in 2022, up 21.5% from the previous year.

Middle East and Africa to Witness Significant Growth

  • Prominent countries across the Middle East and Africa, such as Saudi Arabia, Egypt, and the United Arab Emirates, have some of the region's most extensive renewable energy programs. Compound semiconductor devices play a significant role in controlling the generation and link to the network of renewable energy sources.
  • Moreover, the semiconductor industry is slowly gaining momentum in the Middle East and Africa, creating considerable market growth opportunities. For instance, in March 2022, the King AbdulazizCity for Science and Technology (KACST) announced the launch of the Saudi Semiconductor Program, the first of its kind in the province, which is desired to support the research, development, and qualification of professionals in the field of designing and localizing electronic chips.
  • Furthermore, in the Middle East & North Africa, 5G is expanding significantly. The Gulf nations have taken the lead in developing 5G, and their governments and authorities have given mobile carriers access to the 5G launch spectrum so they may build some of the world's first and fastest 5G networks. According to GSMA, the diversified economies of the Middle East and North Africa (MENA) will significantly benefit from 5G, with the mid-band estimated to provide USD16 billion more in new GDP in 2030, or 0.35% of the region's GDP.
  • In addition, in March 2022, MTN, a multinational mobile telecommunications firm based in South Africa, said it would invest more than USD 42.25 million in network development and a 5G push in the nation's largest province, the Northern Cape, and its judicial center, the Free State. Such initiatives to boost the overall semiconductor industry in these regions create a positive outlook for the growth of the studied market.
  • Further, Dubai is expected to spend millions of Dirhams on incentives to have 42,000 EVs on its streets by 2030. General Motors expects to boost sales in the Middle East & Africa with the launch of its Chevrolet EV. The number of EV Green Charger stations in Dubai may be doubled as part of the 'Smart Dubai' initiative, which seeks to make Dubai the world's most innovative and happiest city. The Dubai Electricity and Water Authority announced the fulfillment of the second phase of its 'Green Charger' ambition, which contained the installation of additional 100 EV Green Charger stations across Dubai.
  • According to the Climate Reality Project, the world's most extensive concentrated solar plant is due to be completed recently near Dubai, and it is expected to have a capacity of 1,000 MW. Dubai aims to produce 75% of its energy from clean sources by 2050, and its target energy mix for 2030 is 25% solar. These initiatives are driving the studied market in the region.

Compound Semiconductor Industry Overview

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 prominent players with a significant market share focus on extending their customer base across foreign nations. These companies leverage strategic cooperative initiatives to increase their market share and profitability. However, with technological advancements and product innovations, mid-size to smaller companies are growing their market by securing unique contracts and tapping new markets.

  • June 2022 - ams OSRAM announced that Taiwan-based Ledtech had chosen OSLON UV 3636 UV-C LEDs for a sanitization function in its newBioLED intelligent air purifier. The BioLED's OSLON UV 3636 LEDs can inactivate up to 99.99% of viruses, including SARS-CoV-2, at a dosing rate of 3.6mJ/cm2.
  • May 2022 - Qorvo introduced a new generation of 1200V SiCFETs. The new UF4C/SC series of 1200V Gen 4 SiCFETs (from recently acquired UnitedSiC) are designed for 800V bus architectures in onboard chargers for electric vehicles, industrial battery chargers, industrial power supplies, DC/DC solar inverters, welding machines, uninterruptible power supplies, and induction heating applications.

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 Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitutes
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Assessment of Impact of Macroeconomic Trends on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Rise in Demand for Electronic and Mobile Devices
    • 5.1.2 Increase in Industrial Automation
  • 5.2 Market Challenges
    • 5.2.1 High Raw Material and Fabrication Costs

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Gallium Arsenide (GaAs)
    • 6.1.2 Gallium Nitride (GaN)
    • 6.1.3 Gallium Phosphide (GaP)
    • 6.1.4 Silicon Carbide (SiC)
    • 6.1.5 Others
  • 6.2 By Product
    • 6.2.1 LED
    • 6.2.2 RF
    • 6.2.3 Optoelectronics
    • 6.2.4 Power Electronics
    • 6.2.5 Other Products
  • 6.3 By Application
    • 6.3.1 Telecommunications
    • 6.3.2 Information & Communication Technology
    • 6.3.3 Defense & Aerospace
    • 6.3.4 Consumer Electronics
    • 6.3.5 Healthcare
    • 6.3.6 Automotive
    • 6.3.7 Other Applications
  • 6.4 By Geography
    • 6.4.1 North America
      • 6.4.1.1 United States
      • 6.4.1.2 Canada
    • 6.4.2 Europe
      • 6.4.2.1 Germany
      • 6.4.2.2 France
      • 6.4.2.3 Italy
      • 6.4.2.4 Rest of Europe
    • 6.4.3 Asia Pacific
      • 6.4.3.1 China
      • 6.4.3.2 Japan
      • 6.4.3.3 India
      • 6.4.3.4 Rest of the Asia Pacific
    • 6.4.4 Latin America
    • 6.4.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Skyworks Solutions INC.
    • 7.1.2 Wolfspeed Inc.
    • 7.1.3 Qorvo Inc.
    • 7.1.4 Analog Devices Inc.
    • 7.1.5 OSRAM GmbH (ams-OSRAM AG)
    • 7.1.6 GaN Systems Inc.
    • 7.1.7 Infineon Technologies AG
    • 7.1.8 NXP Semiconductors NV
    • 7.1.9 Advanced Wireless Semiconductor Company
    • 7.1.10 STMicroelectronics N.V.
    • 7.1.11 Texas Instruments Inc.
    • 7.1.12 Microsemi Corporation (Microchip Technology Inc.)
    • 7.1.13 WIN Semiconductors Corp.
    • 7.1.14 ON Semiconductor Corp. (Semiconductor Components Industries Llc)
    • 7.1.15 Mitsubishi Electric Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET