化合物半導體基板：2010年 是由出版商Yole Developpement在2010年05月所出版的。
這份英文市場調查報告書價格從美金5390起跳。
矽在半導體展業中廣泛的被用來做為基礎材料。然而在特殊應用如光電子學、RF、電力電子方面所需材料特性，矽則無法提供。在2011年，藍寶石預估將佔化合物半導體加工表面的五成。
本報告中針對GaAs、GaP、GaN、SiC、InP、藍寶石等各材料相關市場規模、主要材料供應商之市場佔有率、以及產品概要、使用者排行、未來技術革新趨勢等內容進行整理，其綱要如下。
詞彙表
執行概要
GaAs基板市場
- 前言
- 主要企業營收趨勢：2005∼2009年
- 以GaAs為基板之裝置的主要目標用途
- 以GaAs為基板之裝置的主要優點
- GaAs的價值鏈與主要企業地位
- GaAs基板的成長方法
- GaAs基板主要供應商的成長技術與產品
- SI GaAs的應用、頻率範圍與裝置
- 行動電話的SI GaAs概述：3G iPhone
- 行動電話相關SI GaAs銷售量
- 無線LAN相關GaAs銷量
- 2009年依應用裝置等級分類之GaAs RFIC市場分析
- 2008∼2013年的PA出貨量預測
- SI GaAs技術風險
- SI GaAs的新用途：智慧型電網
- 2008∼2013年GaAs基板全年消費量（依直徑分類）
- 2009年GaAs RF磊晶片供應商市佔率
- 2009年RF裝置製造商市佔率
- 2009年RF前十大裝置製造商營收
- GaAs RF裝置製造商近年來的整合活動（2009年）
- GaAs RF鑄造市場佔有率
- SC GaAs：LED
- SC GaAs：雷射二極體
- SC GaAs：太陽能CPV
- SC GaAs基質2009年分析：依市場用途分類
- 2009年SI+SC GaAs大量基板供應商市場佔有率
- 2008∼2013年SI+SC GaAs基質消費量
- 2008∼2013年GaAs基板SI+SC市場規模
- 結論
GaP基板市場
- GaP基板在LED方面的應用
- GaP基板2009年市場分析
- GaP晶圓市場：依直徑分類
- 2013年為止依直徑分類之GaP晶圓市場規模
藍寶石基板市場
- 前言
- 製造成本分析
- 藍寶石供應商所在地地圖
- 2009年藍寶石供應商營收
- 不同地區分析
- LED用藍寶石
- 直徑趨勢
- 藍寶石晶圓直徑準則
- 上市時程
- 氮化物系列LED藍寶石
- LED市場概要
- 市場區隔
- LED晶片相關到2009年前半為止，不同地區的生產能力
- LED用藍寶石基板市場價格預測（依直徑分類）
- 2005∼2013年LED用藍寶石基板市場（依直徑分類）以及相關市場規模
- LED用依直徑分類消費
- 2008∼2009年依地區分類之利用趨勢
- 結論
藍寶石基底矽晶薄膜
- 天線開關模組市場
- 行動電話天線開關模組技術比較
- Si CMOS與SoS UltraCMOS結構比較
- RF開關技術市場（2005∼013年）
- SoS藍寶石基板的平均販賣價格（2005∼2013年）
- SoS用藍寶石基板市場規模（2005∼2013年）
- 2009年r-plane藍寶石晶圓訂單預測
- 結論
SiC基板市場
- SiC晶體成長的最新趨勢
- SiC材料
- 主要材料製造場所
- SiC基質供應商營收以及相關市場佔有率：2006、2007、2008年
- 生產電力電子方面晶圓直徑的進步：2005∼2019年
- 生產GaN/SiC LED方面晶圓直徑的進步：2005∼2019年
- 生產GaN/SiC RF裝置方面晶圓直徑的進步：2005∼2019年
- 各應用方面SiC基板市場預測：2008∼2019年
- 依直徑分類電力電子用SiC晶圓市場預測：2008∼2019年
- 結論
塊體、自支撐GaN基板市場
- 應用目標
- 到2015年止的準則
- 在各應用方面的大眾市場介紹
- 市場促進因子與阻礙因子、其他
InP基板市場
- 前言
- 應用目標
- InP晶體成長流程圖
- InP材料價值鏈及平均售價：2007年
- 應用概要
- InP裝置製造過程與平均售價數據、其他
Abstract
IN 2011, SAPPHIRE WILL EXCEED 50% OF THE CS PROCESSED SURFACE
Silicon largely dominates the semiconductor business as the reference
material. However, specific applications such as optoelectronics, RF or power
electronics require material properties that cannot be offered by silicon.
GaAs, GaN, GaP, GaAs, InP, SiC and Sapphire substrates now account for 1.1% of
the 7,504 million square inches annually processed in semiconductor foundries.
However, that small portion of processed area is compensated by a higher
merchant price leading to a $880M raw substrate market size in 2009 and
reaching the billion dollar threshold in 2010. Up to now, GaAs was the leading
material in volume thanks to the wireless technology and red / orange / yellow
LED demand, but sapphire will take the lead from 2011 driven by the booming
business in white LED for LCD backlight and general illumination.
These materials have been protected from silicon competition because they
allow device performance not reachable by THE semiconductor material
(Frequency, power, thermal conductivity, robustness, junction temperature,
voltage breakdown...). Even though compound materials have market prices
dramatically higher than Si, Technical Specs have been, and will remain, the
main driver for the adoption of these CS substrates and related technologies.
All the considered materials are now available in a 4 inch format except bulk
GaN that has just been released in 3 inch in Japan. This diameter expansion
helps to lower the manufacturing cost of CS-based devices and to mass market
affordable products. This new report offers a unique panorama of the compound
semiconductor substrate business in a single package. It highlights the main
metrics and the key market trends that will help material and equipment
vendors to position their R&D efforts and anticipate the changes and
forecasted evolution of their business.
For each material (GaAs, GaP, GaN, SiC, InP and Sapphire), the report describes:
- The main targeted devices and related market size
- List and market shares of the main material suppliers (merchant and
captive) with product description
- List and ranking of the main material users with final products description
- Substrate market value and volume ($, units, Msq.in.), split by diameter
and electrical specs (Semi-conductive, semi-insulating) in the 2008-2013 time
frame
- Overview of current developments and new innovations
- Projection of the CS materials market in 2013 and beyond.
COMPANIES CITED IN THE REPORT
Acme Corporation, AdTech, Agility, Alpha Crystal, Alphion, Ammono Sp,
Anadigic, AOI, Avago, Avanex, AWSC, AXT, Bookham, Bridgestone, ComSeCore,
Cotomat, Covega, Cree, Crysband, Crystal Applied Technology, Crystal On,
Crystal Photonics, Crystal Q, Crystalwise, Cyoptics, Denselight, Denso, Dow
Corning, Dowa, Elma Malachit JSC, Epistar, Epiworks, Eudyna, Exiton, Finisar,
Freiberger, Fujitsu, Furukawa, GCS, GE, GigaCom, Goldeneye Inc., Hitachi
(OpNext), Hitachi Cable, Hittite Microwave, HRL, II-VI, Iljin Display,
Infinera, Inlustra Technologies LLC, InPACT, IntelliEPI, Intexys Photonics,
IQE, JDSU, Juropol, Kopin, Kyma, Kyocera, Lumileds, LumiLOG, M/A-Com,
Magnachip, Mimix Broadband, Mitsubishi Chemical, Mitsubishi Electric, MJ
Corporation, Modulight, Monocrystal PLC, Multiplex, Namiki, NanoGaN Ltd.,
N-Crystals, NEC, Neomax, NeosemiTech, Nikko Materials / Acrotec, Nippon Steel,
Norstel, Northrop Grumman, NTT, OKI, OMMIC, Ostendo, Oxford Inst. / TDI, PAM
Xiamen, Panasonic, Peregrine, Phostec, Picogiga, Renesas, RMFD, Rohm, Rubicon,
Saint-Gobain Crystals, Samsung-Corning, Santur, Sapphicon, Sapphire
Technology, SEH, Sensor Electronic Technology: SET, Shinkosha, Showa Denko,
SiCrystal, Silian, Sino American SAS, Skyworks, Sony, Soraa, Inc., Sumika,
Sumitomo Electric SEI, Sumitomo Metal Mining, Svedice, TankeBlue, Tera Xtal
Technology, Thales, TOPCO Scientific, TopGaN, TriQuint, UCSB, UMS, Unipress,
Vitesse, VPEC, Wafer Tech. / IQE, Wafer Works, Win Semi, Xiamen Powerway,
Xindium
Table of Contents
GLOSSARY
EXECUTIVE SUMMARY
- Compound Semiconductor substrates segmentation & usage
- Annual consumption of CS materials in surface area (Million Inch2).
2008-2013
- CS materials bulk substrate market size in $M. 2008-2013
- Evolution of CS materials consumption over silicon
- Relative evolution of processed surface for various CS materials. 2008 &
2013
- What can create disruptions in the next 5 years?
- CS substrate business risk analysis: Today status and possible evolutions
- 2009 bulk CS wafers average market price GaAs substrate market
GaAs substrate market
- Introduction
- Key GaAs Players Revenue Trends 05-09
- Main targeted applications of GaAs-based devices
- Key advantages of GaAs-based devices
- GaAs value-chain and position of key players
- Growth methods of GaAs substrates
- GaAs substrate main vendors growth technique and products
- S.I. GaAs Applications, frequency range and devices:
- SI GaAs content in cell phones: 3G iPhone
- SI GaAs $ content in cell phones
- GaAs $ content in wireless LAN
- 2009 GaAs RFIC market breakdown by application at device level
- PA Shipment volume 2008-2013 forecasts
- SI GaAs Technology Risk
- SI GaAs Emerging Applications: Smart Grid
- 2008-2013 SI GaAs substrates annual consumption, split by diameter
- 2009 GaAs RF epiwafer vendors market share
- 2009 RF device maker market shares
- 2009 TOP-10 GaAs RF device maker revenues
- GaAs RF device maker recent consolidation activity 2009 GaAs RF Foundry
Market Share
- SC GaAs: LED applications
- SC GaAs: Laser Diode Applications
- SC GaAs applications: solar CPV
- SC GaAs substrates 2009 market breakdown by application in Msi
- 2009 estimation of SI + SC GaAs bulk substrate vendors market shares
- 2008-2013 SI + SC GaAs substrates consumption in million inch2
- 2008-2013 GaAs substrates SI + SC market size in $M
GaP substrate market
- GaP: applications for LED
- GaP substrates 2009 market breakdown in Msi
- GaP wafer market volume in units, split by diameter to 2013
- GaP wafer market size in M$, split by diameter to 2013
Sapphire Substrate Market
- Introduction
- Manufacturing Cost Breakdown
- Map of Sapphire Supplier Locations
- 2009 Sapphire vendor revenues Breakdown by region
- Sapphire for LED
- Diameter Trends
- Sapphire Wafer Diameter Roadmap
- Time to market
- Sapphire for Nitride LEDs
- LED Market Generalities
- Market segmentation
- LED Regional Production Capacity as of early 2009 in LED chip units
- Sapphire Substrates for LED Market Price Projection Split by diameter
- 2005-2013 Sapphire Substrates Market for LED In volume, by diameter &
related market size
- 2005-2013 Sapphire Substrates Market for LED In value, split by diameter
- Sapphire Substrate Consumption for LED. Regional usage breakdown 2008 and
2009
- Conclusions
Silicon-on-Sapphire
- Antenna Switch Module (ASM) Market
- Comparison of Cell-phone Antenna Switching Module (ASM) Technologies
- Si CMOS vs. SoS UltraCMOSR Architecture Comparison
- RF Switch Technology Market Breakdown 2005-2013
- SoS Sapphire Substrate ASP 2005-2013
- Sapphire Substrates for SoS Applications. Market size and volume 2005-2013
- 2009 r-plane Sapphire Wafer Orders Estimate Split by company
- Conclusions
SiC Substrate Market
- State-of-the-art in SiC Crystal Growth
- SiC Material: From polytype to devices
- Main SiC Material Manufacturing Site Locations. Bulk and/or epi-foundry
- Material Polytypes, Doping & Orientation Commercially Available
- SiC Substrate Vendor Revenues & Related Market Shares. 2006, 2007, 2008 &
2009
- Wafer Diameter Evolution in Production for Power Electronics 2005-2019
- Wafer Diameter Evolution in Production for GaN/SiC LED 2005-2019
- Wafer Diameter Evolution in Production for GaN/SiC RF devices
- 2005-2019 SiC Raw Substrate Price Evolution Split by type (S.I. / n-type)
and diameter (2", 3", 4" and 6")
- Market Projection for SiC Substrates in Various Applications 2008-2019
- Market Volume Projection of SiC Wafers for power electronics split by
diameter 2008-2019
- Conclusions
Bulk and free-standing GaN substrate market
- Targeted applications
- Roadmap to 2015: Sensitivity to dislocation density in active layer for
various nitride devices
- Bulk or Free-Standing GaN Substrates mass-market introduction in various
applications
- Market Boosters / Market Killers
- 2 Options for Blue Laser Substrates: Free-standing vs. ELO GaN
- Specifications: 2009 production status
- Specifications: R&D status
- 2" FS & ELO GaN Substrates 2007-2015 market price
- Non-polar & Semi-polar GaN main interests
- Non-polar & Semi-polar GaN Substrates R&D status
- Non or Semi-polar GaN Substrate Size Tentative roadmap to 2020
- Estimated monthly production capacity
- Overall FS & ELO GaN Market Volume in Various Applications to 2013
- Overall FS & ELO GaN Market Size in Various Applications to 2013
- Conclusion
InP substrate market
- Introduction
- Main targeted applications of InP-based devices
- InP crystal growth flow chart
- InP material value-chain & ASP in 2007
- Application overview
- Main data of the InP device manufacturing process and ASP
- Optical Devices
- InP-based Optical Applications
- InP optical devices main players along the value chain
- Where InP-based devices can be found in a FO network?
- InP telecom lasers: optical fiber network structure
- InP telecom lasers: Metro and Access FO Networks
- State of the art of current network levels
- Challenges for InP devices in the telecom market
- Electron Devices
- InP electronic devices main players along the value chain
- InP HEMT and HBT technology
- High Speed InP IC applications
- 2005-2012 InP-based devices market size
- Main InP material vendors
- 2009 revenues and product breakdown
- 2009 InP material vendors market shares
- Usage of InP wafers and Substrates diameter breakdown
- 2008-2013 InP wafer market volume (Merchant & captive) split by diameter
- 2008-2013 InP wafer market size (Merchant & captive) split by diameter
- Conclusion
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