1 エグゼクティブ・サマリー
2 序文
2.1 概要
2.2 ステークホルダー
2.3 調査範囲
2.4 調査方法
2.4.1 データマイニング
2.4.2 データ分析
2.4.3 データの検証
2.4.4 リサーチアプローチ
2.5 リサーチソース
2.5.1 一次調査ソース
2.5.2 セカンダリーリサーチソース
2.5.3 前提条件
3 市場動向分析
3.1 はじめに
3.2 推進要因
3.3 抑制要因
3.4 機会
3.5 脅威
3.6 アプリケーション分析
3.7 エンドユーザー分析
3.8 新興市場
3.9 Covid-19の影響
4 ポーターズファイブフォース分析
4.1 供給者の交渉力
4.2 買い手の交渉力
4.3 代替品の脅威
4.4 新規参入の脅威
4.5 競争上のライバル関係
5 エピタキシャルウエハーの世界市場:成膜タイプ別
5.1 はじめに
5.2 ヘテロエピタキシー
5.3 ホメオエピタキシー
6 エピタキシャルウエハーの世界市場:材料タイプ別
6.1 はじめに
6.2 シリコン(Si)
6.3 窒化ガリウム(GaN)
6.4 炭化ケイ素(SiC)
6.5 ガリウムヒ素(GaAs)
6.6 その他の材料タイプ
7 エピタキシャルウエハーの世界市場:サイズ別
7.1 はじめに
7.2 2インチウエハー
7.3 4インチウエハー
7.4 6インチウエハー
7.5 8インチウエハー
7.6 12インチウエハー
8 エピタキシャルウエハーの世界市場、用途別
8.1 はじめに
8.2 集積回路(IC)
8.3 パワーデバイス
8.4 太陽電池
8.5 発光ダイオード(LED)
8.6 レーザーダイオード
8.7 その他の用途
9 エピタキシャルウエハーの世界市場:エンドユーザー別
9.1 はじめに
9.2 民生用電子機器
9.3 通信
9.4 自動車
9.5 航空宇宙・防衛
9.6 ヘルスケア
9.7 産業用途
9.8 エネルギー
9.9 その他のエンドユーザー
10 エピタキシャルウエハーの世界市場:地域別
10.1 はじめに
10.2 北米
10.2.1 アメリカ
10.2.2 カナダ
10.2.3 メキシコ
10.3 ヨーロッパ
10.3.1 ドイツ
10.3.2 イギリス
10.3.3 イタリア
10.3.4 フランス
10.3.5 スペイン
10.3.6 その他のヨーロッパ
10.4 アジア太平洋
10.4.1 日本
10.4.2 中国
10.4.3 インド
10.4.4 オーストラリア
10.4.5 ニュージーランド
10.4.6 韓国
10.4.7 その他のアジア太平洋地域
10.5 南米
10.5.1 アルゼンチン
10.5.2 ブラジル
10.5.3 チリ
10.5.4 その他の南米地域
10.6 中東・アフリカ
10.6.1 サウジアラビア
10.6.2 アラブ首長国連邦
10.6.3 カタール
10.6.4 南アフリカ
10.6.5 その他の中東・アフリカ地域
11 主要開発
11.1 契約、パートナーシップ、提携、合弁事業
11.2 買収と合併
11.3 新製品上市
11.4 事業拡大
11.5 その他の主要戦略
12 企業プロフィール
Infineon Technologies AG
Samsung Electronics Co., Ltd.
Northrop Grumman Corporation
Mitsubishi Chemical Corporation
STMicroelectronics N.V.
Texas Instruments Incorporated
Broadcom Inc.
Veeco Instruments Inc.
II-VI Incorporated
Micron Technology, Inc.
Semco Corporation.
表一覧
表1 エピタキシャルウエハーの世界市場展望:地域別(2022-2030年) ($MN)
表2 エピタキシャルウエハーの世界市場展望:成膜タイプ別 (2022-2030) ($MN)
表3 エピタキシャルウエハーの世界市場展望:ヘテロエピタキシー別 (2022-2030) ($MN)
表4 エピタキシャルウエハーの世界市場展望:ホメオエピタキシー別 (2022-2030) ($MN)
表5 エピタキシャルウエハーの世界市場展望:材料タイプ別 (2022-2030) ($MN)
表6 エピタキシャルウエハーの世界市場展望:シリコン(Si)別 (2022-2030) ($MN)
表7 エピタキシャルウエハーの世界市場展望:窒化ガリウム(GaN)別 (2022-2030) ($MN)
表8 エピタキシャルウエハーの世界市場展望:炭化ケイ素(SiC)別 (2022-2030) ($MN)
表9 エピタキシャルウエハーの世界市場展望:ガリウムヒ素(GaAs)別 (2022-2030) ($MN)
表10 エピタキシャルウエハーの世界市場展望:その他の材料タイプ別 (2022-2030) ($MN)
表11 エピタキシャルウエハーの世界市場展望:サイズ別 (2022-2030) ($MN)
表12 エピタキシャルウエハーの世界市場展望:2インチウエハー別 (2022-2030) ($MN)
表13 エピタキシャルウエハーの世界市場展望:4インチウエハー別 (2022-2030) ($MN)
表14 エピタキシャルウエハーの世界市場展望:6インチウエハー別 (2022-2030) ($MN)
表15 エピタキシャルウエハーの世界市場展望:8インチウエハー別 (2022-2030) ($MN)
表16 エピタキシャルウエハーの世界市場展望:12インチウエハー別 (2022-2030) ($MN)
表17 エピタキシャルウエハーの世界市場展望:用途別 (2022-2030) ($MN)
表18 エピタキシャルウエハーの世界市場展望:集積回路(IC)別 (2022-2030) ($MN)
表19 エピタキシャルウエハーの世界市場展望:パワーデバイス別 (2022-2030) ($MN)
表20 エピタキシャルウエハーの世界市場展望:太陽電池別 (2022-2030) ($MN)
表21 エピタキシャルウエハーの世界市場展望:発光ダイオード(LED)別 (2022-2030) ($MN)
表22 エピタキシャルウエハーの世界市場展望:レーザーダイオード別 (2022-2030) ($MN)
表23 エピタキシャルウエハーの世界市場展望:その他の用途別 (2022-2030) ($MN)
表24 エピタキシャルウエハーの世界市場展望:エンドユーザー別 (2022-2030) ($MN)
表25 エピタキシャルウエハーの世界市場展望:家電別 (2022-2030) ($MN)
表26 エピタキシャルウエハーの世界市場展望:通信別 (2022-2030) ($MN)
表27 エピタキシャルウエハーの世界市場展望:自動車別 (2022-2030) ($MN)
表28 エピタキシャルウエハーの世界市場展望:航空宇宙・防衛別 (2022-2030) ($MN)
表29 エピタキシャルウエハーの世界市場展望:ヘルスケア別 (2022-2030) ($MN)
表30 エピタキシャルウエハーの世界市場展望:産業用途別 (2022-2030) ($MN)
表31 エピタキシャルウエハーの世界市場展望:エネルギー別 (2022-2030) ($MN)
表32 エピタキシャルウエハーの世界市場展望:その他のエンドユーザー別 (2022-2030) ($MN)
注)北米、ヨーロッパ、APAC、南米、中東・アフリカ地域の表も上記と同様に表記しています。
Market Dynamics:
Driver:
Growing expansion of renewable energy
The growing expansion of renewable energy is significantly influencing the epitaxial wafer market, driven by the demand for efficient photovoltaic cells and advanced energy storage systems. As solar and wind technologies evolve, high-quality epitaxial wafers are essential for enhancing the performance of solar cells and power electronics. This shift toward sustainability fosters innovation in semiconductor manufacturing, resulting in improved materials that support higher efficiency and lower production costs.
Restraint:
Competition from alternative technologies
Competition from alternative technologies poses a significant challenge to the market, particularly as innovations in materials like organic photovoltaics and perovskite solar cells emerge. These alternatives often promise lower costs and simpler manufacturing processes, potentially reducing the demand for traditional epitaxial wafers. As companies shift focus to these disruptive technologies, the epitaxial wafer sector may face declining market share and pressure to innovate rapidly.
Opportunity:
Development of compound semiconductor devices
The development of compound semiconductor devices is driving significant advancements in the market, as these materials offer superior performance in high-frequency and high-power applications. The demand for efficient optoelectronic devices is boosting the need for high-quality epitaxial wafers tailored for compound semiconductors. This trend fosters innovation in growth techniques and materials engineering, enhancing device capabilities and expanding their applications in telecommunications, aerospace, and energy sectors.
Threat:
High manufacturing costs
High manufacturing costs significantly impact the market by limiting accessibility and competitiveness. The intricate processes required for producing high-quality wafers, such as precise growth techniques and stringent quality control, lead to elevated expenses. Additionally, higher prices may push customers toward cheaper alternatives or competing technologies, ultimately resulting in decreased market share and potential stagnation in growth for established epitaxial wafer manufacturers striving to maintain profitability.
Covid-19 Impact:
The COVID-19 pandemic significantly impacted the epitaxial wafer market, causing disruptions in supply chains and manufacturing processes. Lockdowns and workforce shortages slowed production, leading to delays in wafer availability. Additionally, fluctuating demand from industries like electronics and automotive further complicated market dynamics. However, the increased focus on remote work and digital infrastructure during the pandemic ultimately accelerated demand for advanced semiconductor technologies, partially offsetting negative effects.
The power devices segment is projected to be the largest during the forecast period
The power devices segment is projected to account for the largest market share during the projection period. Epitaxial wafers, particularly those made from silicon carbide (SiC) and gallium nitride (GaN), enable the production of high-voltage, high-temperature, and high-frequency power devices. These materials allow for smaller, lighter, and more efficient solutions, driving advancements in power electronics. As global demand for energy-efficient technologies rises, the epitaxial wafer market for power devices continues to expand.
The telecommunications segment is expected to have the highest CAGR during the forecast period
The telecommunications segment is expected to have the highest CAGR during the extrapolated period driven by increasing demand for high-speed data transmission. Epitaxial wafers, especially those made from materials like gallium arsenide (GaAs), are essential for fabricating high-performance components such as amplifiers and transceivers. As networks evolve to support greater bandwidth and connectivity, the need for advanced epitaxial wafers in telecommunications applications continues to rise, fostering innovation and market expansion.
Region with largest share:
North America region is projected to account for the largest market share during the forecast period driven by advancements in semiconductor. Key industries, including telecommunications, automotive, and renewable energy, are leveraging epitaxial wafers for their efficiency and reliability. The region’s strong focus on research and development, coupled with the presence of major semiconductor manufacturers, positions the region as a crucial hub for innovation and production in the market.
Region with highest CAGR:
Asia Pacific is expected to register the highest growth rate over the forecast period. The increasing penetration of smartphones, IoT devices, and other consumer electronics is significantly driving the demand for epitaxial wafers, as these devices require advanced semiconductor technologies for improved performance. Innovations in semiconductor manufacturing technologies are improving the efficiency and performance of epitaxial wafers, making them more attractive for vari ous applications across industries.
Key players in the market
Some of the key players in Epitaxial Wafer market include Infineon Technologies AG, Samsung Electronics Co., Ltd., Northrop Grumman Corporation, Mitsubishi Chemical Corporation, STMicroelectronics N.V., Texas Instruments Incorporated, Broadcom Inc., Veeco Instruments Inc., II-VI Incorporated, Micron Technology, Inc. and Semco Corporation.
Key Developments:
In August 2024, Texas Instruments and the U.S. Department of Commerce have signed a non-binding Preliminary Memorandum of Terms for up to $1.6 billion in proposed direct funding under the CHIPS and Science Act to support three 300mm wafer fabs already under construction in Texas and Utah.
In April 2024, Infineon Technologies finalized an agreement with global semiconductor manufacturer SK Siltron CSS. This agreement stipulates the production of 150-mm silicon carbide wafers by SK Siltron for Infineon.
Deposition Types Covered:
• Heteroepitaxy
• Homeoepitaxy
Material Types Covered:
• Silicon (Si)
• Gallium Nitride (GaN)
• Silicon Carbide (SiC)
• Gallium Arsenide (GaAs)
• Other Material Types
Sizes Covered:
• 2-inch Wafer
• 4-inch Wafer
• 6-inch Wafer
• 8-inch Wafer
• 12-inch Wafer
Applications Covered:
• Integrated Circuits (ICs)
• Power Devices
• Solar Cells
• Light Emitting Diodes (LEDs)
• Laser Diodes
• Other Applications
End Users Covered:
• Consumer Electronics
• Telecommunications
• Automotive
• Aerospace & Defense
• Healthcare
• Industrial Applications
• Energy
• Other End Users
Regions Covered:
• North America
US
Canada
Mexico
• Europe
Germany
UK
Italy
France
Spain
Rest of Europe
• Asia Pacific
Japan
China
India
Australia
New Zealand
South Korea
Rest of Asia Pacific
• South America
Argentina
Brazil
Chile
Rest of South America
• Middle East & Africa
Saudi Arabia
UAE
Qatar
South Africa
Rest of Middle East & Africa
What our report offers:
- Market share assessments for the regional and country-level segments
- Strategic recommendations for the new entrants
- Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
- Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
- Strategic recommendations in key business segments based on the market estimations
- Competitive landscaping mapping the key common trends
- Company profiling with detailed strategies, financials, and recent developments
- Supply chain trends mapping the latest technological advancements
1 Executive Summary
2 Preface
2.1 Abstract
2.2 Stake Holders
2.3 Research Scope
2.4 Research Methodology
2.4.1 Data Mining
2.4.2 Data Analysis
2.4.3 Data Validation
2.4.4 Research Approach
2.5 Research Sources
2.5.1 Primary Research Sources
2.5.2 Secondary Research Sources
2.5.3 Assumptions
3 Market Trend Analysis
3.1 Introduction
3.2 Drivers
3.3 Restraints
3.4 Opportunities
3.5 Threats
3.6 Application Analysis
3.7 End User Analysis
3.8 Emerging Markets
3.9 Impact of Covid-19
4 Porters Five Force Analysis
4.1 Bargaining power of suppliers
4.2 Bargaining power of buyers
4.3 Threat of substitutes
4.4 Threat of new entrants
4.5 Competitive rivalry
5 Global Epitaxial Wafer Market, By Deposition Type
5.1 Introduction
5.2 Heteroepitaxy
5.3 Homeoepitaxy
6 Global Epitaxial Wafer Market, By Material Type
6.1 Introduction
6.2 Silicon (Si)
6.3 Gallium Nitride (GaN)
6.4 Silicon Carbide (SiC)
6.5 Gallium Arsenide (GaAs)
6.6 Other Material Types
7 Global Epitaxial Wafer Market, By Size
7.1 Introduction
7.2 2-inch Wafer
7.3 4-inch Wafer
7.4 6-inch Wafer
7.5 8-inch Wafer
7.6 12-inch Wafer
8 Global Epitaxial Wafer Market, By Application
8.1 Introduction
8.2 Integrated Circuits (ICs)
8.3 Power Devices
8.4 Solar Cells
8.5 Light Emitting Diodes (LEDs)
8.6 Laser Diodes
8.7 Other Applications
9 Global Epitaxial Wafer Market, By End User
9.1 Introduction
9.2 Consumer Electronics
9.3 Telecommunications
9.4 Automotive
9.5 Aerospace & Defense
9.6 Healthcare
9.7 Industrial Applications
9.8 Energy
9.9 Other End Users
10 Global Epitaxial Wafer Market, By Geography
10.1 Introduction
10.2 North America
10.2.1 US
10.2.2 Canada
10.2.3 Mexico
10.3 Europe
10.3.1 Germany
10.3.2 UK
10.3.3 Italy
10.3.4 France
10.3.5 Spain
10.3.6 Rest of Europe
10.4 Asia Pacific
10.4.1 Japan
10.4.2 China
10.4.3 India
10.4.4 Australia
10.4.5 New Zealand
10.4.6 South Korea
10.4.7 Rest of Asia Pacific
10.5 South America
10.5.1 Argentina
10.5.2 Brazil
10.5.3 Chile
10.5.4 Rest of South America
10.6 Middle East & Africa
10.6.1 Saudi Arabia
10.6.2 UAE
10.6.3 Qatar
10.6.4 South Africa
10.6.5 Rest of Middle East & Africa
11 Key Developments
11.1 Agreements, Partnerships, Collaborations and Joint Ventures
11.2 Acquisitions & Mergers
11.3 New Product Launch
11.4 Expansions
11.5 Other Key Strategies
12 Company Profiling
12.1 Infineon Technologies AG
12.2 Samsung Electronics Co., Ltd.
12.3 Northrop Grumman Corporation
12.4 Mitsubishi Chemical Corporation
12.5 STMicroelectronics N.V.
12.6 Texas Instruments Incorporated
12.7 Broadcom Inc.
12.8 Veeco Instruments Inc.
12.9 II-VI Incorporated
12.10 Micron Technology, Inc.
12.11 Semco Corporation
List of Tables
Table 1 Global Epitaxial Wafer Market Outlook, By Region (2022-2030) ($MN)
Table 2 Global Epitaxial Wafer Market Outlook, By Deposition Type (2022-2030) ($MN)
Table 3 Global Epitaxial Wafer Market Outlook, By Heteroepitaxy (2022-2030) ($MN)
Table 4 Global Epitaxial Wafer Market Outlook, By Homeoepitaxy (2022-2030) ($MN)
Table 5 Global Epitaxial Wafer Market Outlook, By Material Type (2022-2030) ($MN)
Table 6 Global Epitaxial Wafer Market Outlook, By Silicon (Si) (2022-2030) ($MN)
Table 7 Global Epitaxial Wafer Market Outlook, By Gallium Nitride (GaN) (2022-2030) ($MN)
Table 8 Global Epitaxial Wafer Market Outlook, By Silicon Carbide (SiC) (2022-2030) ($MN)
Table 9 Global Epitaxial Wafer Market Outlook, By Gallium Arsenide (GaAs) (2022-2030) ($MN)
Table 10 Global Epitaxial Wafer Market Outlook, By Other Material Types (2022-2030) ($MN)
Table 11 Global Epitaxial Wafer Market Outlook, By Size (2022-2030) ($MN)
Table 12 Global Epitaxial Wafer Market Outlook, By 2-inch Wafer (2022-2030) ($MN)
Table 13 Global Epitaxial Wafer Market Outlook, By 4-inch Wafer (2022-2030) ($MN)
Table 14 Global Epitaxial Wafer Market Outlook, By 6-inch Wafer (2022-2030) ($MN)
Table 15 Global Epitaxial Wafer Market Outlook, By 8-inch Wafer (2022-2030) ($MN)
Table 16 Global Epitaxial Wafer Market Outlook, By 12-inch Wafer (2022-2030) ($MN)
Table 17 Global Epitaxial Wafer Market Outlook, By Application (2022-2030) ($MN)
Table 18 Global Epitaxial Wafer Market Outlook, By Integrated Circuits (ICs) (2022-2030) ($MN)
Table 19 Global Epitaxial Wafer Market Outlook, By Power Devices (2022-2030) ($MN)
Table 20 Global Epitaxial Wafer Market Outlook, By Solar Cells (2022-2030) ($MN)
Table 21 Global Epitaxial Wafer Market Outlook, By Light Emitting Diodes (LEDs) (2022-2030) ($MN)
Table 22 Global Epitaxial Wafer Market Outlook, By Laser Diodes (2022-2030) ($MN)
Table 23 Global Epitaxial Wafer Market Outlook, By Other Applications (2022-2030) ($MN)
Table 24 Global Epitaxial Wafer Market Outlook, By End User (2022-2030) ($MN)
Table 25 Global Epitaxial Wafer Market Outlook, By Consumer Electronics (2022-2030) ($MN)
Table 26 Global Epitaxial Wafer Market Outlook, By Telecommunications (2022-2030) ($MN)
Table 27 Global Epitaxial Wafer Market Outlook, By Automotive (2022-2030) ($MN)
Table 28 Global Epitaxial Wafer Market Outlook, By Aerospace & Defense (2022-2030) ($MN)
Table 29 Global Epitaxial Wafer Market Outlook, By Healthcare (2022-2030) ($MN)
Table 30 Global Epitaxial Wafer Market Outlook, By Industrial Applications (2022-2030) ($MN)
Table 31 Global Epitaxial Wafer Market Outlook, By Energy (2022-2030) ($MN)
Table 32 Global Epitaxial Wafer Market Outlook, By Other End Users (2022-2030) ($MN)
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.