5G era is coming, there is a view that the second generation arsenide chip faces the replaced fate, and there are many gallium arsenide manufacturers to declare the technical threshold of the third-generation semiconductor material, I am afraid just to deceive investors.
From the 2G year to 3G, the semiconductor material of the relevant important chip (PA: power amplifier) is transferred from the first generation of silicon to a gallium arsenide, and the application of gallium gallium is from 3G to 4G. Red half a day, by it to 4G of the maximum communication demand in detonation history, more than a billion mobile phone and millions of base weapons, let arsenide related manufacturer (regardless of the upper and lower reaches) The stock price is not in the world.
However, in the 5G era, the second generation of semiconductor materials have no need to meet higher transmission efficiency, larger output function, more stable heat dissipation, less resistance, smaller volume, third-generation semiconductor material nitrid The demand for gallium (GaN) and silicon carbide (SiC) is born, unfortunately, the second-generation gallium chip has faced the destitutes that have been eliminated.
There are many gallium gallium manufacturers that have already across the technical threshold of third-generation semiconductor materials, but they are afraid that they are just a tricked investors, and they have a strong dry dialect in the middle of the night. Whether gallium nitride (GaN) and silicon carbide (SiC) technical patent threshold, whether or not it can effectively reduce costs, the light is from the original 6-inch wafer process into 8 吋 or even 12 inch wafers, it is sufficient to constitute a low-order gallium The manufacturer cannot span the technical high wall. Otherwise, why the world's first gallium gallium AVAGO must acquire Bo Tong in 2016 ($ 37 billion), will you be willing to be a destroyed company?
In the era of third generation communication semiconductor materials, it has technical patents. It has the basically equipped with upstream integration, which must have its own 8 吋 (or more) wafers with the plant factory. Factory can continue to survive in the future.
The 5G era may be delayed for more than two years, but affirmative is that the demand for 3 / 4G has already begun to witnessed, and the substitution of gallium gallium is already "now style", readers can be related to Taiwan manufacturers (such as stable, amazing) The financial figure of the department, the new), you can learn about the avalanche of gallium arsenide:
I can't help but think of Du Fu's poems "but I saw new people smiled, I heard the old man crying", compared with the communication semiconductor material market in this stage, the newcomer has not laughed, and the old people have already smiled.
However, according to Taiwan's 网 reports, gallium arsenide is an important semiconductor material. Starting in the second half of last year, gallium arsenide industry is affected by smartphone sales, but since the first quarter of this year will gradually return, and the situation is better.
According to the report, in terms of 5G mobile phones, the industry generally believes that with the basis of the basic construction, 5G mobile phone is expected to start with the 5G mobile phone next year, and with the increase of mobile phone band, the demand for related materials will also Increase.
According to reports, according to US strategic analysis, the number of mobile phones on the 5G era will increase significantly compared to the 4G era mobile phone.
In addition, data showed that in 2017, the mobile radio front end market size is $ 15 billion (1 US dollar is 6.7 yuan), which is expected to reach $ 35.2 billion in 2023, an annual compound growth rate is considerable, which is undoubtedly a gallium arsenide industry. Positive news.
GaS industry analysis, steady and avago grab the world's 5G huge business opportunities
In the field of gallium alcoholic gallium arsenide: Taking the overall market, the steady market share is 4.7%, second only to the IDM big factories such as Skyworks, Qorvo and Avago. If you look at the wafer, it is stable. The market share is 58.2%, the first place, Hongjie, is located in the second place in about 21% of the city.
Gallium arsenide (Gaas) is an indispensable element with high frequency, low-handed, high efficiency and low power consumption, is an indispensable component of photoelectric and mobile phone Netcom high-frequency communication. In recent years, with the Internet of Things (IoT), And AI (artificial intelligence) application surge, various countries accelerate the construction of 5G basic construction, plus Apple iPhone X imported facial recognition function, driving arsenide VCSEL and high-order communication components demand. In the face of gallium arsenide industrial business opportunities, domestic and foreign gallium and photoelectric plants have no effort to grab, among which San'an Optoelectronics Program will invest 150 billion yuan to attack arsenide element and high-order communication components.
In recent years, the international semiconductor factory has blown up the finishing wind, and the biggest trend is clear. Avago two years ago, I acquired Broadcom after I acquired Broadcom, accelerated the layout of the 5G field. After the Future and the AVAGO strategy alliance, the future Avago's HBT production line products will be all stable Optional production, in the 5G communication specification that will be commercially transferred in 2020, along with the 5G PRE-5G's process technology, stable due to high power, high frequency related technology is ready, the future two companies are expected Work together to grab the world's 5G huge business opportunities, the firm client and product line will be able to eat mobile phones to 5G, further compress other business spaces.
Gas arsenide is widely used in optical electrons and microelectronics, and is a key substrate material for making semiconductor light emitting diodes and communication devices. Like the silicon single crystal, the gallium gallium gallium gallium substrate is gradually developing in large sizes, high geometric precision, and high surface quality direction. At present, Japanese Sumitomi Electric, US AXT represents the international leading level; Zhongke Electric, Jingmin Company represents the domestic advanced level. At present, domestic enterprises are dominated by 2-3 inches, and 4 inches are in industrialization. In the past few years, it is an important period of domestic enterprises to develop 6-inch products to international levels.
(Source: letter media)
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