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1. Cloud AI Chips: Market Status
2. CSP In-House AI Chip Manufacturing: US
3. CSP In-House AI Chip Manufacturing: China
4. TRI’s View
1. Development of Global AI Industry Chain
2. Analysis of Cross-Modal Business Opportunities in AI
3. A Breakdown of Hardware Supply Chain
4. TRI’s View
1. Global Overview of the AI Market Development
2. The Necessity of Openness in AI Development
3. Current Applications and Development of AI
4. TRI’s View
Gallium Arsenide (GaAs) is recognized in the industry as the most mature compound semiconductor material after silicon. It possesses superior characteristics such as high frequency, high electron mobility, high output power, low noise, and good linearity, making it one of the most important support materials for microwave radio frequency and optoelectronics.
In recent years, a surge in applications like 5G communications, autonomous driving, advanced displays, and AI has driven an increased demand for GaAs. Consequently, manufacturers are fully committed to capturing a significant share of this growing market.
Power semiconductors are the core of energy conversion and circuit control in electronic devices, playing vital roles in power conversion, amplification, switching, circuit protection, and rectification in electronic circuits. They are primarily used for altering voltage and frequency, as well as converting DC to AC in electronic devices. Power semiconductors have a key and extensive role in fields such as automobiles, industry, railway transportation, and power. As the new energy sector grows, particularly in solar energy and electric vehicles, power semiconductors such as IGBT and MOS are also becoming increasingly important in the realm of sustainable energy.
Since 2022, the global semiconductor industry has seen a notable slowdown in growth, entering a cycle of adjustment. This trend is largely attributed to reduced demand from the consumer electronics sector, leading to rising inventories at downstream chip makers dependent on silicon wafers. Consequently, the silicon wafer industry is also experiencing a period of inventory adjustment, marked by a decline in quarterly shipments. For 2023, an estimated YoY decrease of approximately 2-3% in silicon wafer shipment volume is anticipated.
Looking to the future, however, there are signs of a potential rebound. As inventory levels among downstream customers stabilize and production capacity utilization improves, the silicon wafer market is expected to recover. By 2026, the overall demand for silicon wafers is predicted to exceed 17 billion square inches. This growth is expected to be particularly pronounced in the 12” large-size silicon wafer category, fueled by emerging applications in AI, EV, and the IoT. Market demand for this segment is forecasted to surpass 11 million pieces per month by 2026, highlighting a significant resurgence in the sector.
This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves into the strategies adopted by China’s AI server industry to navigate the constraints on advanced AI chips, with a specific focus on developments in GPU, ASIC, and HBM chips.
An increase in demand for 5G Fixed Wireless Access (FWA) was seen throughout 2023 to complement last-mile wired broadband deployments. This will bring 5G experiences to homes, businesses, factories, and other areas. 5G FWA also helps to bridge the digital divide in rural areas by providing fast and cost-effective broadband access. FWA enhances the feasibility of wireless as a home broadband solution, which in turn drives opportunities for 5G FWA device manufacturers. The analysis on the global 5G FWA chip market is as follows.
1. Business Performance Comparison
2. Products Comparison
3. Chip Performance Comparison
4. Other Competitors
5. TRI’s View
GaN components, already excelling in rapid charging for end devices, are now becoming more prominent in the automotive and network communication sectors. This report delves into the growth potential of GaN components within the automotive industry, pinpoints their primary applications, and centers on the emerging market for automotive GaN components in China, spotlighting prospects for the country's local supply chain.