世界の第3世代半導体産業の発展と、主要企業の製品戦略

ワイドバンドギャップ化合物半導体は、第3世代半導体材料とも呼ばれ、高耐圧・高温耐性・高周波動作などの優れた特性を持っています。近年、ネットゼロ・エミッションの動向に伴い、消費電力の削減やエネルギー効率の向上など、世界各国が第三世代半導体の重要性に注目しています。エネルギー効率を高める第三世代半導体の優位性は、世界的に注目されています。欧州・米国・日本の企業が第三世代の半導体製品・活用市場のリーダーである一方、中国と韓国がこの分野で台頭してきています。

当レポートでは、世界各地 (欧州・米国・東アジア (日本・韓国・中国を含む)) の第三世代半導体産業の開発動向について分析すると共に、世界の主要企業のこの分野における展開戦略を調査しております。

目次

第1章 欧州・米国における第3世代半導体産業の発展

• 欧州
  • 自動車と産業のニッチ分野への注力
  • 豊富な研究リソースと、エピタキシー・ウエハーファウンドリの強力な生産能力
• 米国
  • 軍事利用を優先し、民生利用も拡大
  • 通信デバイスとパワーデバイスの両方に注力し、SiC基板市場でシェアをリード

第2章 米国の主要企業の製品戦略

• STMicroelectronics
• Infineon
• Onsemi
• Wolfspeed
• Navitas
• Qorvo
• サマリー

第3章 東アジアにおける第3世代半導体産業の発展

• 日本
  • 電力と通信機器の開発に等しく注力
  • 特許取得で首位に立ち、エピタキシー技術に強み
• 韓国
  • 電力用途に重点を置いた政府主導の開発
• 中国
  • 政府主導の開発と急速な拡大
  • 国内市場の大きさと政策支援により、外国企業は地元企業と提携

第4章 東アジアの主要企業の製品戦略

• ROHM
• Sumitomo Group
• Mitsubishi
• Innoscience
• Sanan Optoelectronics
• サマリー

第5章 MICの視点

• 欧州：強力な政府支援を受け、自動車・産業用パワーデバイスに注力する
• 米国：防衛用途に続いて民生用途も強化し、通信機器・電力機器にも同等の重点を億
• 主要戦略：生産能力・顧客関係・製品ラインの強化
• 日本：エピタキシーと材料に強みを持ち、電力と通信デバイスの両方に注力
• 中国・韓国：内需重視の政府主導
• 東アジア：生産能力を拡大し、関係を強化し、活用領域を広げる

付録

• 企業一覧

List of Tables

• Table 1: Development Strategies of Leading Third-Gen Semiconductor Companies in Europe and the United States
• Table 2: Products of Leading Third-Gen Semiconductor Companies in Europe and the United States
• Table 3: Development Strategies of Leading Third-Gen Semiconductor Companies in East Asia
• Table 4: Products of Leading Third-Gen Semiconductor Companies in East Asia

List of Figures

• Figure 1: STMicroelectronics' Third-Gen Semiconductor Development Strategies
• Figure 2: Infineon's Third-Gen Semiconductor Development Strategies
• Figure 3: Onsemi's Third-Gen Semiconductor Development Strategies
• Figure 4: Wolfspeed's Third-Gen Semiconductor Development Strategies
• Figure 5: Navitas' Third-Gen Semiconductor Development Strategies
• Figure 6: Qorvo's Third-Gen Semiconductor Development Strategies
• Figure 7: ROHM's Third-Gen Semiconductor Development Strategies
• Figure 8: SEDI's Vision for Information Transmission by 2030
• Figure 9: Mitsubishi's Third-Gen Semiconductor Development Strategies
• Figure 10: Innoscience's Third-Gen Semiconductor Development Strategies
• Figure 11: Sanan Optoelectronics' Third-Gen Semiconductor Development Strategies

Wide-bandgap compound semiconductors, also known as third-generation semiconductor materials, possess excellent characteristics such as high voltage resistance, high-temperature tolerance, and high-frequency operation. In recent years, with the trend toward net-zero emissions, countries around the world have noticed the importance of third-generation semiconductors in reducing power consumption and improving energy efficiency. The advantages of third-generation semiconductors in enhancing energy efficiency have garnered global attention. European, US and Japanese companies are the leaders in the third-generation semiconductor products and applications market, while China and South Korea are emerging in this field. This report provides an overview of the development trends in the third-generation semiconductor industry in Europe, the US, and East Asia - including Japan, Korea, and China - and further explores the deployment strategies of leading companies in this arena worldwide.

Table of Contents

1. Development of European and US Third-Gen Semiconductor Industry

• 1.1 Europe
  • 1.1.1 Focusing on Automotive and Industrial Niches
  • 1.1.2 Abundant Research Resources and Robust Epitaxy and Wafer Foundry Capabilities
• 1.2 US
  • 1.2.1 Prioritizing Military Applications , Expanding to Civilian Uses
  • 1.2.2 Leading SiC Substrate Market Share with Equal Focus on Communication and Power Devices

2. Product Strategies of Leading Companies in Europe and the US

• 2.1 STMicroelectronics
• 2.2 Infineon
• 2.3 Onsemi
• 2.4 Wolfspeed
• 2.5 Navitas
• 2.6 Qorvo
• 2.7 Summary

3. Development of Third-Gen Semiconductor Industry in East Asia

• 3.1 Japan
  • 3.1.1 Equal Focus on Development of Power and Communication Devices
  • 3.1.2 Leading in Patents, with Strengths in Epitaxy Technology
• 3.2 Korea
  • 3.2.1 Government-led Development with Focus on Power Applications
• 3.3 China
  • 3.3.1 Government-led Development with Rapid Expansion
  • 3.3.2 Foreign Companies Partnering with Local Firms due to Large Domestic Market and Policy Support

4. Product Strategies of Leading Companies in East Asia

• 4.1 ROHM
• 4.2 Sumitomo Group
• 4.3 Mitsubishi
• 4.4 Innoscience
• 4.5 Sanan Optoelectronics
• 4.6 Summary

5. MIC Perspective

• 5.1 Europe: Focusing on Automotive and Industrial Power Devices with Robust Government Support
• 5.2 US: Defense Uses Followed by Civilian Applications, Equal Focus on Communication and Power Devices
• 5.3 Key Strategies: Enhancement in Capacity, Customer Relationships, and Product Lines
• 5.4 Japan: Focuses both on Power and Communication Devices, with Strengths in Epitaxy and Materials
• 5.5 China and Korea: Government-led with Focus on Domestic Demand
• 5.6 East Asia: Expand Capacity, Enhance Relationships, Broaden Applications

Appendix

• List of Companies