SOI（Silicon-on-Insulator）の世界市場予測（2022年～2027年）

世界のSOI（Silicon-on-Insulator）の市場規模は、2020年に9億3,374万4,000米ドルとなり、予測期間中に18.08％のCAGRで成長し、2027年に29億8,938万8,000米ドルになると予測されています。市場を牽引する要因には、世界の新興経済諸国における5G技術の取り込みの高まりなどが挙げられます。しかし、代替技術の利用可能性が、今後数年間の市場成長の妨げになると予想されます。

当レポートでは、世界のSOI（Silicon-on-Insulator）市場について調査し、市場規模や予測、COVID-19の影響、市場の促進要因および課題、市場動向、セグメント別の市場分析、競合情勢、主要企業のプロファイルなどの体系的な情報を提供しています。

目次

第1章 イントロダクション

• 市場概要
• COVID-19の影響
• 市場の定義
• 市場セグメンテーション

第2章 調査手法

• 調査データ
• 前提条件

第3章 エグゼクティブサマリー

• 調査のハイライト

第4章 市場力学

• 市場促進要因
• 市場抑制要因
• 市場機会
• ポーターのファイブフォース分析
• 業界のバリューチェーン分析

第5章 SOI（Silicon-on-Insulator）市場分析：ウェーハサイズ別

• イントロダクション
• 200mm未満
• 200mm
• 300mm

第6章 SOI（Silicon-on-Insulator）市場分析：技術別

• イントロダクション
• スマートカット
• ボンディング
• 層転写

第7章 SOI（Silicon-on-Insulator）市場分析：製品別

• イントロダクション
• RF-SOI
• PD-SOI
• FD-SOI
• パワーSOI
• その他

第8章 SOI（Silicon-on-Insulator）市場分析：最終用途業界別

• イントロダクション
• 家電
• 自動車
• 通信
• 軍事・防衛
• その他

第9章 SOI（Silicon-on-Insulator）市場分析：地域別

• イントロダクション
• 北米
  • 米国
  • カナダ
  • メキシコ
• 南米
  • ブラジル
  • アルゼンチン
  • その他
• 欧州
  • ドイツ
  • フランス
  • 英国
  • スペイン
  • その他
• 中東・アフリカ
  • アラブ首長国連邦
  • サウジアラビア
  • その他
• アジア太平洋地域
  • 日本
  • 中国
  • インド
  • 韓国
  • タイ
  • 台湾
  • インドネシア
  • その他

第10章 競合環境と分析

• 主要企業と戦略分析
• 新興企業と市場の有利性
• 合併、買収、契約、コラボレーション
• ベンダーの競合マトリックス

第11章 企業プロファイル

• SOITEC
• GlobalWafers Co., Ltd.
• Sumco Corporation
• GlobalFoundries
• STMicroelectronics
• NXP Semiconductor
• Shin-Etsu Chemical Co., Ltd.
• Qorvo, Inc.
• Shanghai Simgui Technology Co., Ltd.

The global silicon on insulator (SOI) market was valued at US$933.744 million in 2020 and is expected to grow at a CAGR of 18.08% over the forecast period to reach US$2,989.388 million in 2027. The major factors driving the global silicon on insulator market growth include the rising incorporation of 5G technology, majorly in the developing economies of the globe. The growing internet penetration has been a major factor in the budding investments in 5G technology, which is anticipated to further augment the demand for new interface and component technologies, thereby positively impacting the demand for silicon-on-insulators (SOI). The burgeoning adoption of SOI wafers across the consumer electronics industry is also projected to be one of the important factors driving the market growth, as the adoption of smart appliances and connected appliances, along with investments in home automation, especially in the developed economies, is further widening the opportunities for the market growth in the near future. However, the availability of substitute technology is anticipated to hamper the market's growth in the coming years.

The Rising Incorporation of 5G technology is anticipated to be the prime driver for market growth.

The growing internet penetration coupled with rapid advancements in wireless technology is expected to propel the market growth during the coming years. The growing number of internet users globally is further leading to budding investments by the service providers for the development of faster and more advanced services in order to meet the requirements of the users by providing better services and gaining an advantage over other providers. For instance, in 2010, there were only 28.73% of people across the globe used the internet, and this number increased to 60% by 2020 (Source: The World Bank Group). A rising trend is expected to continue during the coming years, which will further drive the demand for fast and high-speed internet. The emergence of 5G technology is further expected to drive the growth of the market during the next six years. Moreover, 5G is expected to operate on much higher frequencies, which is further anticipated to enable the adoption of new interface and component technologies.

Also, numerous policies framed by the governments of various countries for the production of numerous components for electronics and 5G components manufacturing are also driving the global silicon-on-insulator market growth throughout the forecast period. For instance, in March 2019, the French Government signed a strategic committee contract for the electronics industry sector and launched The Nano 2022 Industrial Development Program. This is an initiative taken to boost the investment in the R&D and production of new generation electronic components, and 5G communications, among others, and an investment of €5 billion is projected in this plan in the coming years. In October 2020, the Australian government was reported to have invested over AUD 21 million in order to catalyze the adoption of 5G technology in industries. Further, in July 2022, the UK government was reported to offer investments of up to GBP 25 million in order to fund the R&D in 5G projects and for future innovations in 6G equipment.

Simultaneously, the participation of key market players in the form of R&D investments, product launches, partnerships and expansion investments further shows the potential for the market to grow in the coming years. For example, in September 2017, GlobalFoundries announced its first RF SOI solution manufactured in 300mm wafers for its applications in 4G LTE and 5G applications, and the company also announced in February 2019 that this technology platform has delivered more than a billion dollars of client design win revenue since the launch of this technology, which also shows the potential for the market to grow during the coming years. In November 2021, Soitec acquired the advanced technology company, NOVASiC in order to enhance its SiC wafer technology. Further, in July 2022, STMicroelectronics and GlobalFoundries announced the signing of a memorandum of understanding according to which, the market giants would set up a 300mm manufacturing facility in Crolles, France for the production of FD-SOI.

The RF-SOI market is projected to grow rapidly

By product, the silicon on insulator market is segmented as RF-SOI, PD-SOI, FD-SOI, power SOI, and others. The RF-SOI market is expected to grow during the forecast period due to rising demand from the consumer electronics sector and networking applications to improve the capabilities of technologies such as mmWave and 5G, among others.

The growing usage of silicon wafers in PD-SOI (Partially depleted) to support the fabrication and development of microprocessors, due to the rising usage in different electronics and semiconductor applications.

In addition, the FD-SOI segment is expected to hold a significant share over the forecast period owing to the burgeoning demand for advanced and enhanced devices from various end-user industries for catering to the various ultra-low-power applications such as FDSOI MOSFETS and multi-gate MOSFETS to aid in the development of the electronics industry.

Asia-Pacific is estimated to hold a significant share of the market

By geography, the silicon on insulator market is segmented into North America, South America, Europe, the Middle East and Africa, and Asia Pacific. Asia-Pacific is estimated to hold a significant share in 2019 and is anticipated to grow at a rapid pace as a result of rising investment in smartphone and telecommunication manufacturing in the region. Simultaneously, the growing focus by the government of the United States to promote domestic manufacturing is anticipated to drive the market's growth in the country, while the European market is projected to grow at a steady pace during the forecast period.

The RF-SOI market in Asia-Pacific is projected to grow at a rapid rate as major smartphone manufacturers start incorporating 5G technology. In fact, Toshiba Electronic Device & Storage Corporation launched "TaRF11" in February 2020 - its latest generation of RF-SOI that has been specifically optimized for RF switches and low-noise amplifiers in 5G mobile devices.

COVID-19 Insights

The COVID-19 pandemic had a significantly negative impact on the SOI market across the globe due to the subsequent lockdowns that disrupted the supply chain owing to the shutting down of production facilities and also brought down demand due to the dip in sales of products that use this technology. However, the rising prevalence of work-from-home jobs due to lockdowns ignited the sales of consumer electronics like laptops and other electronic accessories where SOI wafers are deployed, hence, augmenting the growth of the market worldwide.

Market Segmentation:

• By Wafer Size

Less than 200mm

200mm

300mm

• By Technology

Smart Cut

Bonding

Layer Transfer

• By Product

RF-SOI

PD-SOI

FD-SOI

Power-SOI

Others

• By End-User Industry

Consumer Electronics

Automotive

Telecommunication

Military and Defense

Others

• By Geography

North America

• USA
• Canada
• Mexico

South America

• Brazil
• Argentina
• Others

Europe

• Germany
• France
• UK
• Spain
• Others

Middle East and Africa

• UAE
• Saudi Arabia
• Others

Asia Pacific

• Japan
• China
• India
• South Korea
• Thailand
• Taiwan
• Indonesia
• Others

TABLE OF CONTENTS

1. INTRODUCTION

• 1.1. Market Overview
• 1.2. COVID-19 Impact
• 1.3. Market Definition
• 1.4. Market Segmentation

2. RESEARCH METHODOLOGY

• 2.1. Research Data
• 2.2. Assumptions

3. EXECUTIVE SUMMARY

• 3.1. Research Highlights

4. MARKET DYNAMICS

• 4.1. Market Drivers
• 4.2. Market Restraints
• 4.3. Market Opportunities
• 4.4. Porter's Five Forces Analysis
• 4.5. Industry Value Chain Analysis

5. SILICON ON INSULATOR MARKET ANALYSIS, BY WAFER SIZE

• 5.1. Introduction
• 5.2. Less than 200 mm
• 5.3. 200 mm
• 5.4. 300 mm

6. SILICON ON INSULATOR MARKET ANALYSIS, BY TECHNOLOGY

• 6.1. Introduction
• 6.2. Smart Cut
• 6.3. Bonding
• 6.4. Layer Transfer

7. SILICON ON INSULATOR MARKET ANALYSIS, BY PRODUCT

• 7.1. Introduction
• 7.2. RF-SOI
• 7.3. PD-SOI
• 7.4. FD-SOI
• 7.5. Power-SOI
• 7.6. Others

8. SILICON ON INSULATOR MARKET ANALYSIS, BY END-USER INDUSTRY

• 8.1. Introduction
• 8.2. Consumer Electronics
• 8.3. Automotive
• 8.4. Telecommunication
• 8.5. Military and Defense
• 8.6. Others

9. SILICON ON INSULATOR MARKET ANALYSIS, BY GEOGRAPHY

• 9.1. Introduction
• 9.2. North America
  • 9.2.1. USA
  • 9.2.2. Canada
  • 9.2.3. Mexico
• 9.3. South America
  • 9.3.1. Brazil
  • 9.3.2. Argentina
  • 9.3.3. Others
• 9.4. Europe
  • 9.4.1. Germany
  • 9.4.2. France
  • 9.4.3. UK
  • 9.4.4. Spain
  • 9.4.5. Others
• 9.5. Middle East and Africa
  • 9.5.1. UAE
  • 9.5.2. Saudi Arabia
  • 9.5.3. Others
• 9.6. Asia Pacific
  • 9.6.1. Japan
  • 9.6.2. China
  • 9.6.3. India
  • 9.6.4. South Korea
  • 9.6.5. Thailand
  • 9.6.6. Taiwan
  • 9.6.7. Indonesia
  • 9.6.8. Others

10. COMPETITIVE ENVIRONMENT AND ANALYSIS

• 10.1. Major Players and Strategy Analysis
• 10.2. Emerging Players and Market Lucrativeness
• 10.3. Mergers, Acquisitions, Agreements, and Collaborations
• 10.4. Vendor Competitiveness Matrix

11. COMPANY PROFILES

• 11.1. SOITEC
• 11.2. GlobalWafers Co., Ltd.
• 11.3. Sumco Corporation
• 11.4. GlobalFoundries
• 11.5. STMicroelectronics
• 11.6. NXP Semiconductor
• 11.7. Shin- Etsu Chemical Co., Ltd.
• 11.8. Qorvo, Inc.
• 11.9. Shanghai Simgui Technology Co., Ltd.