
Global Trends and Strategic Outlook of the Third-Generation Semiconductor Industry
Description
Global Trends and Strategic Outlook of the Third-Generation Semiconductor Industry
Amid escalating geopolitical risks, ongoing conflicts, and tightening monetary policies in Europe and the U.S., global economic performance is expected to remain flat compared to 2023. However, the semiconductor market is nearing the end of inventory adjustments, with demand in automotive, high-performance computing (HPC), and the Artificial Intelligence of Things (AIoT) sectors poised to support a return to growth, potentially leading to double-digit increases. Additionally, wide-bandgap compound semiconductors, or third-generation materials, are gaining attention for their high voltage resistance, temperature tolerance, and energy efficiency benefits, crucial for achieving net-zero emissions. Companies in Europe, the U.S., and Japan lead this market, with emerging competition from China, South Korea, and Taiwan. This value pack provides an overview of global semiconductor market performance, analyzes the competitive landscape of leading DRAM suppliers—Samsung, SK Hynix, and Micron—and explores future developments in 3D NAND, major wafer foundries, and the third-generation semiconductor industry across key regions.
Table of Contents
90 Pages
- Global Semiconductor Market Declines in 2023
- Supply Chain Recovery Likely to Drive Double-Digit Growth in the Semiconductor Market in 2024
- ICs Dominating the Global Semiconductor Market with Over 80% Share
- Global End-Product Shipment Growth Driving Pull-in Demand in 2024
- High Concentration of CapEx among Global Semiconductor Firms
- Semiconductor Equipment Takes the Largest Share of CapEx
- Two Korea Suppliers Dominates the DRAM Market with a 72% Share
- Fierce Competition Expected as DRAM Enters the 1a Process in 2024
- HPC Applications Drive HBM Development
- Two Korean Companies Lead the NAND Flash Market with a 52% Share
- The Future of 3D NAND Entering the 300-Layer Era
- 2022-2023: Major Foundries Kick off 3nm Process Mass Production
- 2024-2025: Major Foundries Compete in the 2nm Era
- TSMC Remains the World's Largest Semiconductor Company in 2023
- Nvidia Stands Out in 2023 with Revenue Growth of 87%
- Samsung's Rise and Fall with Memory Chips: Betting on Wafer Foundry to Turn the Tide
- TSMC and Samsung Battle for the Top Spot in 2024
- List of Companies
- Europe
- Abundant Research Teams and Robust Epitaxy and Wafer Foundry
- US
- STMicroelectronics
- Infineon
- Onsemi
- Wolfspeed
- Navitas
- Qorvo
- Japan
- Korea
- China
- ROHM
- Sumitomo Group
- Mitsubishi
- Innoscience
- Sanan Optoelectronics
- Europe: Focusing on Automotive and Industrial Power Devices with Robust Government Support
- US: Defense Uses Followed by Civilian Applications, Equal Focus on Communication and Power Devices
- Key Strategies: Enhancement in Capacity, Customer Relationships, and Product Lines
- Japan: Focuses both on Power and Communication Devices, with Strengths in Epitaxy and Materials
- China and Korea: Government-led with Focus on Domestic Demand
- East Asia: Expand Capacity, Enhance Relationships, Broaden Applications
- List of Companies
- Taiwan's Late Entry into Third-Generation Semiconductors Focuses Mainly on Wafer Foundry
- Positive Outlook Drives Capacity Expansion by Quasi-IDMs and Foundries
- Policy Prioritizing Technological and Material Independence, But Further Applications Still Need Improvement
- SAS
- Foxconn Technology Group
- Panjit
- Taiwan's Third-Generation Semiconductor Industry Focusing on Wafer Foundry and Capacity Expansion
- List of Companies
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