全球砷化鎵產業：概述

砷化鎵（GaAs）被業界公認為是繼矽之後最成熟的化合物半導體材料。 它具有高頻、高電子遷移率、高功率、低雜訊、線性好等優異性能，使其成為微波RF（射頻）和光電子學最重要的支撐材料之一。

近年來，由於5G通訊、自動駕駛、先進顯示器、人工智慧等應用領域的快速成長，對GaAs的需求不斷增加。 因此，製造商致力於在這個不斷成長的市場中佔據重要份額。

本報告分析了全球砷化鎵（GaAs）產業，調查了市場的基本結構、最新情況、主要公司概況和最新趨勢以及未來市場成長方向。

目錄

第一章 GaAs 產業鏈：概論

第二章人工智慧驅動的革命，光通訊模組和手機PA（放大器）需求將增加，GaAs產業將逐步復甦

第 3 章 Win Semiconductors 調查：主要 GaAs 晶圓代工廠的運作動態

第 4 章 TRI 的觀點

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