Global Trends and Strategic Outlook of the Third-Generation Semiconductor Industry | Valuates Reports

Global Trends and Strategic Outlook of the Third-Generation Semiconductor Industry

Amid escalating geopolitical risks, ongoing conflicts, and tightening monetary policies in Europe and the U.S., global economic performance is expected to remain flat compared to 2023. However, the semiconductor market is nearing the end of inventory adjustments, with demand in automotive, high-performance computing (HPC), and the Artificial Intelligence of Things (AIoT) sectors poised to support a return to growth, potentially leading to double-digit increases. Additionally, wide-bandgap compound semiconductors, or third-generation materials, are gaining attention for their high voltage resistance, temperature tolerance, and energy efficiency benefits, crucial for achieving net-zero emissions. Companies in Europe, the U.S., and Japan lead this market, with emerging competition from China, South Korea, and Taiwan. This value pack provides an overview of global semiconductor market performance, analyzes the competitive landscape of leading DRAM suppliers, Samsung, SK Hynix, and Micron& explores future developments in 3D NAND, major wafer foundries, and the third-generation semiconductor industry across key regions.

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Table of Contents

Development and Strategic Position of the Global Semiconductor Industry Chain

1. Global Semiconductor Market Performance

1.1 Global Semiconductor Market Declines in 2023

1.2 Supply Chain Recovery Likely to Drive Double-Digit Growth in the Semiconductor Market in 2024

1.3 ICs Dominating the Global Semiconductor Market with Over 80% Share

1.4 Global End-Product Shipment Growth Driving Pull-in Demand in 2024

2. Capex of Global Semiconductor Companies
2.1 High Concentration of CapEx among Global Semiconductor Firms

2.2 Semiconductor Equipment Takes the Largest Share of CapEx

3. Competitive Landscape of three DRAM suppliers

3.1 Two Korea Suppliers Dominates the DRAM Market with a 72% Share

3.2 Fierce Competition Expected as DRAM Enters the 1γ Process in 2024

3.3 HPC Applications Drive HBM Development

4. 3D NAND Advances into the 200-Layer Era

4.1 Two Korean Companies Lead the NAND Flash Market with a 52% Share

4.2 The Future of 3D NAND Entering the 300-Layer Era

5. Major Wafer Foundries Have Mass-Produced 3nm Process

5.1 2022-2023: Major Foundries Kick off 3nm Process Mass Production

5.2 2024-2025: Major Foundries Compete in the 2nm Era

6. Global Semiconductor Companies’ Revenue Ranking

6.1 TSMC Remains the World Largest Semiconductor Company in 2023

6.2 Nvidia Stands Out in 2023 with Revenue Growth of 87%

7. MIC Perspective

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Appendix

List of Companies

Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies

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

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

5. MIC Perspective

Appendix

List of Companies

Development of Taiwan's Third-Generation Semiconductor Industry and Key Players

1.Taiwanese Third-Generation Semiconductor Industry Development

1.1 Taiwan's Late Entry into Third-Generation Semiconductors Focuses Mainly on Wafer Foundry

1.2 Positive Outlook Drives Capacity Expansion by Quasi-IDMs and Foundries

1.3 Policy Prioritizing Technological and Material Independence, But Further Applications Still Need Improvement

2. Trends and Straties of Major Taiwanese Companies

2.1 SAS

2.2 Foxconn Technology Group

2.3 Panjit

3. MIC Perspective

Appendix

List of Companies

List of Tables

Development and Strategic Position of the Global Semiconductor Industry Chain

Table 1. 2023 Global Top 25 Semiconductor Companies Revenue Rankings (Including Wafer Foundries)

Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies

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

Development of Taiwan's Third-Generation Semiconductor Industry and Key Players

Table 1: Capacity Expansion Timeline for Taiwanese Third-Generation Semiconductor Manufacturers

Table 2: Key Development Strategies of Taiwanese Third-Generation Semiconductor Companies

Table 3: Major Products of Taiwanese Third-Generation Semiconductor Companies

List of Figures

Development and Strategic Position of the Global Semiconductor Industry Chain

Figure 1. Worldwide Semiconductor Market Value, 2011 - 2024

Figure 2. End Product Shipment Volume and Growth Rate in 2024

Figure 3: Global Leading DRAM Manufacturers' Technology Roadmap

Figure 4. Global Major NAND Flash Manufacturers' Technology Roadmap

Figure 5. Global Major Wafer Foundries Technology Roadmap

Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies

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

Development of Taiwan's Third-Generation Semiconductor Industry and Key Players

Figure 1: Taiwan's Third-Generation Semiconductor Industry Chain

Figure 2: Business Landscape of SAS Group

Figure 3: SAS Group's Third-Generation Semiconductor Development Strategy

Figure 4: Foxconn Technology Group's Vision

Figure 5: Foxconn Technology Group's Third-Generation Semiconductor Development Strategy

Figure 6: Development Timeline for Panjit's SiC Products

Figure 7: Panjit's Third-Generation Semiconductor Development Strategy

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