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

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

Open Radio Access Network (Open RAN) represents the next-generation architecture within the RAN market, primarily driven by telecom operators pursuit of independence from traditional equipment vendors and the increasing trend toward network infrastructure decoupling. At its core, Open RAN aims to establish an interoperable framework for network equipment. A significant challenge, however, is the telecom operators' growing dependence on system integrators (SIs) to manage the heightened complexity resulting from RAN technology decoupling. Additionally, vendor strategies remain fragmented, and the ecosystems being developed lack full interoperability. Substantial challenges must still be addressed to realize the vision of true openness in Open RAN. This report provides a comprehensive analysis of global Open RAN market development and explores the deployment strategies of emerging SIs, including NTT OREX SAI, Rakuten Symphony, and Mavenir.

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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

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

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

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

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

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%

MIC Perspective

Appendix

List of Companies

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

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

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

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

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

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

Trends and Straties of Major Taiwanese Companies

2.1 SAS

2.2 Foxconn Technology Group

2.3 Panjit

MIC Perspective

Appendix

List of Companies

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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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