サンプル依頼リスト カート
  • English
  • Traditional Chinese
  • Simplified Chinese
デフォルト表紙
市場調査レポート
商品コード
1455769

アルミニウムガリウムヒ素の世界市場：2024～2031年

Global Aluminum Gallium Arsenide Market -2024-2031
出版日: | 発行: DataM Intelligence | ページ情報: 英文 188 Pages | 納期: 約2営業日

● お客様のご希望に応じて、既存データの加工や未掲載情報（例：国別セグメント）の追加などの対応が可能です。　 詳細はお問い合わせください。

価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=158.97円
アルミニウムガリウムヒ素の世界市場：2024～2031年
出版日: 2024年03月26日
発行: DataM Intelligence
ページ情報: 英文 188 Pages
納期: 約2営業日
ご注意事項 :
本レポートは最新情報反映のため適宜更新し、内容構成変更を行う場合があります。ご検討の際はお問い合わせください。
  • 全表示
  • 概要
  • 目次
概要

世界のアルミニウムガリウムヒ素の市場規模は、2023年に19億米ドルに達し、2024～2031年の予測期間中にCAGR 10.2%で成長し、2031年には42億米ドルに達すると予測されています。

エネルギー効率の高い照明ソリューションに対するニーズの拡大、高速データ伝送のための通信分野でのAlGaAsベースの製品の使用の増加、太陽光発電のような再生可能エネルギー源への投資の増加。また、AlGaAsの新規用途開拓や製造方法の改善も市場拡大の原動力となっています。

例えば、2023年10月、Changxin Xinqiaoは、中国の国営半導体投資ファンドから145.6億元（19億9,000万米ドル）の投資を受けた。国家企業信用情報公表システムによると、中国集積回路産業投資基金が目撃した取引は、長新橋の登録資本総額の33.15％に相当します。したがって、IC産業への投資の増加は、アジア太平洋市場シェアの大半を占める中国のALGaAs市場の成長を牽引しています。

ダイナミクス

ガリウム生産能力の拡大

ガリウムは高コストで入手可能性が限られているため、AlGaAsデバイスの最終生産コストに影響を与える可能性があります。ガリウム生産能力の拡大は、規模の経済と安価なガリウム生産をもたらし、最終的にAlGaAs製品の生産価格を引き下げます。AlGaAsデバイスは、このようなコスト削減、需要増加、市場拡大の結果、市場での競争力が高まる可能性があります。

2024年1月、中国国内の生産者が生産能力を拡大または拡張した結果、ガリウムは中国市場でますます入手しやすくなっています。しかし、新年の輸出規制法をめぐる曖昧さや川下需要の不足の結果、2024年の市場はより大幅な過剰在庫に見舞われる可能性があります。

2024年の追加生産能力は中国のトレーダーが推定しており、市場参入企業によって異なります。複数のメーカーが200～300トンの増加を見込んでいます。特に代替プロセスと比較すると、アルミニウムの製造過程でガリウムを抽出することは経済的なメリットがあり、ガリウムを含む世界の高品位ボーキサイトの多くが中国に集中しています。アルミニウム産業における中国の重要な役割を考慮すると、アルミニウム企業がガリウム生産を開始または増加させる方が都合がよいかもしれないです。

AlGaAsベースデバイスを採用するコンシューマーエレクトロニクス

スマートフォンやノートパソコンなどのコンシューマーデバイスの増加により、小型または低電力の半導体材料や部品に対するニーズが高まっています。AlGaAs系デバイスは効率に優れ、信頼性が高く、高周波での動作が可能であるため、さまざまな民生用電子機器への搭載に適しています。

例えば、2023年9月、インド科学研究所（IISc）の研究者により、完全国産の窒化ガリウムパワースイッチが開発されました。このスイッチは、無線通信や、ノートパソコンや電気自動車の電力変換器などに使用される可能性があります。IIScナノ科学工学センターでは、材料成長からデバイス製造、パッケージングに至るスイッチ製造プロセス全体を独自に開発しました。

ガリウムとヒ素の限られた入手可能性

市場価格の乱高下は、ガリウムとヒ素の供給制限にも起因している可能性があります。AlGaAs半導体の製造コストは、これらの原材料価格の変動によって直接影響を受け、メーカーにとってのコストが上昇する可能性があります。そして、製造コストの上昇は顧客に転嫁され、製品コストを上昇させ、AlGaAsをベースとするデバイスの需要を減少させる可能性があります。

ガリウムとヒ素の希少性は、AlGaAs産業に新規参入する企業にとって参入障壁となる可能性があります。インフラ、物流能力、調達契約の面で、これらの原材料資源の信頼できるサプライチェーンを構築するには多くのコストがかかります。中小企業や最近新規参入した企業が、すでにサプライチェーンを確立している大手企業と競争するのは難しいかもしれないです。

価格変動

原材料、特にガリウムとヒ素の価格変動は、AlGaAs半導体の生産コストに直接的な影響を与えます。価格が上昇した場合、製造業者はより多くの製造コストを支払わなければならず、利益率が低下したり、AlGaAsベースの製品のコストが上昇したりする可能性があります。他の材料と比較してAlGaAsの競合力が低下し、さまざまな用途での使用が制限される可能性があります。

2023年7月、ガリウムの価格は、中国が様々な技術企業に利用されているこのレアメタルの出荷を制限する決定を下したことに対応する買い手により、世界的に27%急騰しました。そのため、アルミニウムガリウムヒ素の世界市場は、原料価格が不安定なため、その成長と持続性に大きな障壁があります。

目次

目次

第1章 調査手法と調査範囲

第2章 定義と概要

第3章 エグゼクティブサマリー

第4章 市場力学

  • 影響要因
    • 促進要因
      • ガリウム生産能力の拡大
      • AlGaAsベースのデバイスを採用するコンシューマーエレクトロニクス
    • 抑制要因
      • ガリウムとヒ素の入手可能性の制限
      • 価格変動
    • 機会
    • 影響分析

第5章 産業分析

  • ポーターのファイブフォース分析
  • サプライチェーン分析
  • 価格分析
  • 規制分析
  • ロシア・ウクライナ戦争の影響分析
  • DMIの見解

第6章 COVID-19分析

第7章 純度別

第8章 用途別

  • 半導体レーザー
  • 集積回路（IC）
  • 太陽光発電
  • 照明・ディスプレイ
  • 光センシング・イメージング
  • 分光学
  • その他

第9章 エンドユーザー別

  • エレクトロニクス
  • 通信
  • フォトニクス
  • 航空宇宙・防衛
  • 研究機関・研究所
  • 医療・ヘルスケア
  • その他

第10章 地域別

  • 北米
    • 米国
    • カナダ
    • メキシコ
  • 欧州
    • ドイツ
    • 英国
    • フランス
    • イタリア
    • ロシア
    • その他の欧州
  • 南米
    • ブラジル
    • アルゼンチン
    • その他の南米
  • アジア太平洋
    • 中国
    • インド
    • 日本
    • オーストラリア
    • その他のアジア太平洋
  • 中東・アフリカ

第11章 競合情勢

  • 競合シナリオ
  • 市況/シェア分析
  • M&A分析

第12章 企業プロファイル

  • Sumitomo Electric Industries, Ltd.
  • ALB Materials, Inc.
  • Umicore
  • Ganwafer
  • AXT Inc.
  • EMCORE Corporation
  • IQE plc
  • XI'AN FUNCTION MATERIAL GROUP CO.,LTD.
  • Furukawa Electric Co., Ltd.
  • Wafer Technology Ltd.

第13章 付録

目次
Product Code: CH8239

Overview

Global Aluminum Gallium Arsenide Market reached US$ 1.9 billion in 2023 and is expected to reach US$ 4.2 billion by 2031, growing with a CAGR of 10.2% during the forecast period 2024-2031.

The expanding need for energy-efficient lighting solutions, the growing use of AlGaAs-based products in the telecommunications sector for high-speed data transmission and the rising investment in renewable energy sources like solar power. The development of novel applications for AlGaAs and improvements in production methods are also driving market expansion.

For instance, in October 2023, Changxin Xinqiao has received a 14.56 billion yuan (US$ 1.99 billion) investment from China's state-backed semiconductor investment fund. According to the National Enterprise Credit Information Publicity System, the deal witnessed the China Integrated Circuit Industry Investment Fund contributes to 33.15% of the total registered capital of Changxin Xinqiao. Hence, the growing investment in the IC industry drives the growth of the ALGaAs market in China, which accounts for majority of the Asia-Pacific market share.

Dynamics

Expanding Gallium Production Capacities

Due to its high cost and limited availability, gallium may influence the final cost of producing AlGaAs devices. Increasing gallium production capabilities can result in economies of scale and cheaper gallium production, which will ultimately cut the price of producing AlGaAs products. AlGaAs devices may become more competitive in the market as a result of this cost reduction, increasing demand and market expansion.

In January 2024, Gallium is becoming more and more available on the Chinese market as a result of domestic producers in China growing or extending their capacity. However, the market may experience a more significant overstock in 2024 as a result of ambiguities around the new year's export control laws and a lack of downstream demand.

The additional production capacity for 2024 is estimated by Chinese traders and varies depending on the market participants. A 200-300 Ton's rise is anticipated by several manufacturers. Particularly compared to alternative processes, the extraction of gallium during the manufacturing of aluminum has a financial benefit and a large amount of the world's high-grade bauxite that contains gallium is concentrated in China. It may be more convenient for aluminum companies to begin or increase gallium production considering China's significant role in the industry.

Consumer Electronics Adopting AlGaAs-Based Devices

The need for small or low power semiconductor materials and components is increasing due to the growing number of consumer devices, such as smartphones and laptops. AlGaAs-based devices have excellent efficiency, are highly reliable and can operate at high frequencies, therefore being suitable for incorporation into a variety of consumer electronics products.

For instance, in September 2023, a completely indigenous gallium nitride power switch has been created by researchers at the Indian Institute of Science (IISc). The switch may find use in wireless communications and power converters for laptops and electric cars, among other systems. At the IISc Centre for Nano Science and Engineering, the whole switch-building process from material growth to device fabrication to packaging was developed independently.

Limited Availability of Gallium and Arsenic

Market price volatility may also result from the restricted supply of gallium and arsenic. The production costs of AlGaAs semiconductors can be directly impacted by fluctuations in the prices of these raw materials, increasing their cost to manufacturers. Then, higher production costs can be passed on to customers, raising the cost of products potentially decreasing demand for devices based on AlGaAs.

The scarcity of gallium and arsenic may serve as a barrier to entry for new companies entering the AlGaAs industry. It costs a lot to set up a dependable supply chain for these raw resources in terms of infrastructure, logistical prowess and sourcing agreements. It could be difficult for small businesses or recent new arrivals to compete with leading corporations that have already established their supply chains.

Fluctuating Prices

Price fluctuations for raw materials, particularly for gallium and arsenic, have a direct impact on the cost of producing AlGaAs semiconductors. Manufacturers must pay more for production when prices increase, which could decrease their profit margins or escalates up the cost of AlGaAs-based products. It may reduce AlGaAs's competitiveness in comparison to other materials and restrict its use in a range of applications.

In July 2023, the price of gallium surged 27% globally as purchasers responded to China's decision to restrict shipments of this rare metal, which is utilized in a variety of technological companies. Therefore, the global market for aluminum gallium arsenide has significant barriers to its growth and sustainability because of volatile raw material prices.

Segment Analysis

The global aluminum gallium arsenide market is segmented based on purity, application, end-user and region.

Expansion of Laser Technologies Driven by Electrically Driven Organic Semiconductor Lasers

The introduction of electrically driven organic semiconductor lasers expands the range of lasers accessible in the market. The diversification may pique the interest of companies and applications that have particular requirements that organic semiconductor lasers can meet better than standard AlGaAs-based lasers.

In September 2023, to develop small laser technology, St Andrews scientists are developing an electrically driven organic semiconductor laser over several decades. It is used to transfer information over the internet, for medical treatments and even as face scanner on smartphones. Most of these lasers are composed of hard, brittle semiconductor crystals like gallium arsenide. Therefore, semiconductor lasers application segment captures the majority of the total global segmental shares.

Geographical Penetration

China's Export Controls on Gallium and Germanium Drive Regional Market

In the most recent development in the global struggle for dominance over chipmaking technology, China is placing limitations on the export of gallium and germanium, which are needed to produce semiconductors and gadgets. The limitations will cover gallium and germanium metals as well as a number of their compounds as of August 1, 2023.

China dominates the production of high-tech metals such as gallium germanium and other materials. Chipmaking, telecommunication, electric vehicles and other industries rely heavily on these two metals. The metals also have military applications, including radars, high-power lasers and spy satellites. Therefore, China holds for the majority of the regional market shares.

COVID-19 Impact Analysis

The demand for numerous electronic products changed during the pandemic. While remote work and learning trends led to increasing demand for certain gadgets such as laptops, tablets and other household electronics, demand in other sectors such as automotive and aerospace fell. The shifts in demand patterns affected the demand for AlGaAs-based components.

Many semiconductor manufacturing facilities throughout the world had to temporarily close or curtail operations to comply with government limitations and guarantee the safety of their employees. The disruptions impacted manufacturing schedules and output levels. The above-mentioned developments hinder the growth of the global aluminum gallium arsenide market.

Russia-Ukraine War Impact Analysis

Larger trade interruptions or economic penalties caused by geopolitical tensions can have an impact on global trade dynamics and economic activity. It can have implications across industries, potentially altering demand for aluminum gallium arsenide based on changes in production, consumption or investment trends.

Russian military activities in Ukraine had a substantial influence on a variety of industries, particularly aluminum. Global aluminum prices had already soared at the start of the year, but the war undoubtedly aggravated the situation in February.

The war drove the price of aluminum to new proportions. For example, the aluminum price on the LME (London Metals Exchange) with the three-month contract peaked at a record US$4,000 per Tons in early March 2022, up from US$ 3,224 monthly average in February of the same year. Market prices have recently fallen as price increases discourage demand, yet even in May 2022, aluminum trades for US$ 3,300, 40% higher than the prior year.

By Purity

  • 99.0%
  • 99.9%
  • 99.99%

By Application

  • Semiconductor Lasers
  • Integrated Circuits (ICs)
  • Photovoltaics
  • Lighting and Displays
  • Optical Sensing and Imaging
  • Spectroscopy
  • Others

By End-User

  • Electronics
  • Telecommunications
  • Photonics
  • Aerospace and Defense
  • Research Institutions and Laboratories
  • Medical and Healthcare
  • Others

By Region

  • North America
    • U.S.
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • France
    • Italy
    • Russia
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Asia-Pacific
    • China
    • India
    • Japan
    • Australia
    • Rest of Asia-Pacific
  • Middle East and Africa

Key Developments

  • In February 2024, WashU is developing portable OCTs based on photonic integrated circuits. A project at Washington University in St. Louis (WashU) is working on a portable OCT system based on photonic integrated circuits.
  • In February 2021, Aluminum Oxid Stade GmbH, a 99%min producer in Germany, intends to resume gallium metal 99. Asian Metal 99%min in early Q3 2021 and intends to manufacture approximately 5t per month.
  • In September 2023, Gallium Semiconductor has announced the release of the GTH2e-2425300P ISM CW amplifier, a 2.4-2.5 GHz, 300W pre-matched discrete GaN-on-SiC High Electron Mobility Transistor.

Competitive Landscape

The major global players in the market include Sumitomo Electric Industries, Ltd., ALB Materials, Inc., Umicore, Ganwafer, AXT Inc., EMCORE Corporation, IQE plc, XI'AN FUNCTION MATERIAL GROUP CO.,LTD., Furukawa Electric Co., Ltd. and Wafer Technology Ltd.

Why Purchase the Report?

  • To visualize the global aluminum gallium arsenide market segmentation based on purity, application, end-user and region, as well as understands key commercial assets and players.
  • Identify commercial opportunities by analyzing trends and co-development.
  • Excel data sheet with numerous data points of aluminum gallium arsenide market-level with all segments.
  • PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
  • Product mapping available as excel consisting of key products of all the major players.

The global aluminum gallium arsenide market report would provide approximately 61 tables, 60 figures and 188 Pages.

Target Audience 2024

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

Table of Contents

1.Methodology and Scope

  • 1.1.Research Methodology
  • 1.2.Research Objective and Scope of the Report

2.Definition and Overview

3.Executive Summary

  • 3.1.Snippet by Purity
  • 3.2.Snippet by Application
  • 3.3.Snippet by End-User
  • 3.4.Snippet by Region

4.Dynamics

  • 4.1.Impacting Factors
    • 4.1.1.Drivers
      • 4.1.1.1.Expanding Gallium Production Capacities
      • 4.1.1.2.Consumer Electronics Adopting AlGaAs-Based Devices
    • 4.1.2.Restraints
      • 4.1.2.1.Limited Availability of Gallium and Arsenic
      • 4.1.2.2.Fluctuating Prices
    • 4.1.3.Opportunity
    • 4.1.4.Impact Analysis

5.Industry Analysis

  • 5.1.Porter's Five Force Analysis
  • 5.2.Supply Chain Analysis
  • 5.3.Pricing Analysis
  • 5.4.Regulatory Analysis
  • 5.5.Russia-Ukraine War Impact Analysis
  • 5.6.DMI Opinion

6.COVID-19 Analysis

  • 6.1.Analysis of COVID-19
    • 6.1.1.Scenario Before COVID
    • 6.1.2.Scenario During COVID
    • 6.1.3.Scenario Post COVID
  • 6.2.Pricing Dynamics Amid COVID-19
  • 6.3.Demand-Supply Spectrum
  • 6.4.Government Initiatives Related to the Market During Pandemic
  • 6.5.Manufacturers Strategic Initiatives
  • 6.6.Conclusion

7.By Purity

  • 7.1.Introduction
    • 7.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
    • 7.1.2.Market Attractiveness Index, By Purity
  • 7.2.99.0%*
    • 7.2.1.Introduction
    • 7.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3.99.9%
  • 7.4.99.99%

8.By Application

  • 8.1.Introduction
    • 8.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 8.1.2.Market Attractiveness Index, By Application
  • 8.2.Semiconductor Lasers*
    • 8.2.1.Introduction
    • 8.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3.Integrated Circuits (ICs)
  • 8.4.Photovoltaics
  • 8.5.Lighting and Displays
  • 8.6.Optical Sensing and Imaging
  • 8.7.Spectroscopy
  • 8.8.Others

9.By End-User

  • 9.1.Introduction
    • 9.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 9.1.2.Market Attractiveness Index, By End-User
  • 9.2.Electronics*
    • 9.2.1.Introduction
    • 9.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 9.3.Telecommunications
  • 9.4.Photonics
  • 9.5.Aerospace and Defense
  • 9.6.Research Institutions and Laboratories
  • 9.7.Medical and Healthcare
  • 9.8.Others

10.By Region

  • 10.1.Introduction
    • 10.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 10.1.2.Market Attractiveness Index, By Region
  • 10.2.North America
    • 10.2.1.Introduction
    • 10.2.2.Key Region-Specific Dynamics
    • 10.2.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
    • 10.2.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.2.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 10.2.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.2.6.1.U.S.
      • 10.2.6.2.Canada
      • 10.2.6.3.Mexico
  • 10.3.Europe
    • 10.3.1.Introduction
    • 10.3.2.Key Region-Specific Dynamics
    • 10.3.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
    • 10.3.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.3.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 10.3.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.3.6.1.Germany
      • 10.3.6.2.UK
      • 10.3.6.3.France
      • 10.3.6.4.Italy
      • 10.3.6.5.Russia
      • 10.3.6.6.Rest of Europe
  • 10.4.South America
    • 10.4.1.Introduction
    • 10.4.2.Key Region-Specific Dynamics
    • 10.4.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
    • 10.4.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.4.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 10.4.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.4.6.1.Brazil
      • 10.4.6.2.Argentina
      • 10.4.6.3.Rest of South America
  • 10.5.Asia-Pacific
    • 10.5.1.Introduction
    • 10.5.2.Key Region-Specific Dynamics
    • 10.5.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
    • 10.5.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.5.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 10.5.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 10.5.6.1.China
      • 10.5.6.2.India
      • 10.5.6.3.Japan
      • 10.5.6.4.Australia
      • 10.5.6.5.Rest of Asia-Pacific
  • 10.6.Middle East and Africa
    • 10.6.1.Introduction
    • 10.6.2.Key Region-Specific Dynamics
    • 10.6.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Purity
    • 10.6.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
    • 10.6.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

11.Competitive Landscape

  • 11.1.Competitive Scenario
  • 11.2.Market Positioning/Share Analysis
  • 11.3.Mergers and Acquisitions Analysis

12.Company Profiles

  • 12.1.Sumitomo Electric Industries, Ltd.*
    • 12.1.1.Company Overview
    • 12.1.2.Purity Portfolio and Description
    • 12.1.3.Financial Overview
    • 12.1.4.Key Developments
  • 12.2.ALB Materials, Inc.
  • 12.3.Umicore
  • 12.4.Ganwafer
  • 12.5.AXT Inc.
  • 12.6.EMCORE Corporation
  • 12.7.IQE plc
  • 12.8.XI'AN FUNCTION MATERIAL GROUP CO.,LTD.
  • 12.9.Furukawa Electric Co., Ltd.
  • 12.10.Wafer Technology Ltd.

LIST NOT EXHAUSTIVE

13.Appendix

  • 13.1. About Us and Services
  • 13.2.Contact Us