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

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’s Largest Semiconductor Company in 2023
• 6.2 Nvidia Stands Out in 2023 with Revenue Growth of 87%

7. MIC Perspective

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
• Industry Policies of Third-Generation Semiconductors - SiC - in Japan, Korea, and China

1.Analysis of SiC Industry Policies in Japan and Korea

• 1.1 Japan Introduces Energy-Saving Plans to Boost SiC Industry Development
• 1.2 Japan Reinforces Semiconductor Self-sufficiency to Prevent Industry Exodus
• 1.3 With High Hopes for the High-Power Market, Japan Focuses on SiC Industry Development
• 1.4 Korea Focuses on Energy-Saving Applications for Breakthroughs in SiC Industry
• 1.5 Global Chip Shortages Present a Critical Turning Point for Korea’s Semiconductor Industry
• 1.6 Korea Ramps up R&D to Cultivate the Automotive SiC Power Device Market

2. Analysis of SiC Industry Policies in China

• 2.1 China Targets SiC as a Key Priority for National Energy Development
• 2.2 China Aims to Surpass Western Advancements in SiC via the 14th Five-Year Plan
• 2.3 China Bolsters Local Enterprises to Strengthen Competitiveness in the SiC Market

3. SiC Policy Development Trends of Major Countries

• 3.1 SiC Policy Development Trends in the United States
• 3.2 SiC Policy Development Trends in the EU
• 3.3 SiC Policy Development Trends in Japan and Korea
• 3.4 SiC Policy Development Trends in China

4. 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
• Industry Policies of Third-Generation Semiconductors - SiC - in Japan, Korea, and China
• Table 1: Japan's SiC Industry Policies from 1998 to 2020
• Table 2: Japan's SiC Industry Policies from 2021 to 2023
• Table 3: Korea's SiC Industry Policies from 2000 to 2020
• Table 4: Korea's SiC Industry Policies from 2021 to 2023
• Table 5: China's SiC Industry Policies from 2004 to 2016
• Table 6: China's SiC Industry Policies from 2017 to 2020
• Table 7: China's SiC Industry Policies from 2021 to 2023
• Table 8: China's Key Support Measures for SiC in the Special Project on New Displays and Strategic Electronic Materials
• Table 9: Research Status 0f SiC at China’s Major Universities
• 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
• Industry Policies of Third-Generation Semiconductors - SiC - in Japan, Korea, and China
• Figure 1: Comparison of Major Countries’ SiC Policies
• 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