Mobile device with 3D sensing feature in the Apple iphone x fueled by a new focus, the industry expects the Android smartphone industry will also stride forward to sprint, with the compound semiconductor (such as GaAs, InP, GaN, SIC, etc.) Outstanding performance concerns. In addition to the mobile device market, 2018, 2019 compound semiconductors in the 5G communications generation and the rapid rise in the use of automotive electronics will also blossom, is expected to become a traditional silicon semiconductor other than the bright community. Semiconductor industry has disclosed that compound semiconductors are particularly applicable in the 5G and automotive electronics fields, wafer foundry industry has gradually paid attention to the development of compound semiconductors and other new materials, TSMC also began to provide gallium nitride (Gan) wafer foundry services, after the Genjing round testing plant such as Xin-Quan and other large customers, and actively towards the automotive application of electronic forward. The second-line wafer generation factory of focus power semiconductors and the related industry also stressed that silicon carbide (sic) and other compound semiconductors are more suitable for automotive electronic power components, and see the compound semiconductor business opportunities are not only Taiwan, the mainland combined with national resources of large funds, the compound semiconductor also included in the key investment projects. Semiconductor industry said that the current global power semiconductors are still silicon as the main material, silicon semiconductor in reducing the conduction resistance, reduce power loss and other performance development, has been gradually approaching the limit. As for silicon carbide, gallium nitride has better properties than Silicon Semiconductor, which can reduce the conduction resistance and reduce the volume of power components. Global consumer electronic products charging issues continue to burn, mobile devices need more rapid charging efficiency, while wireless charging has become the flagship of the application of mobile phones, and electric vehicles in the global trend of environmental protection, many Governments have been listed as a policy development focus, with high-performance performance of compound power components, Future development has great potential. Although currently used in the Automotive electronics field of power components, including insulated gate bipolar Transistors (IGBT) and other mainstream, it is still a highly profitable product, and it is a big challenge for the more expensive SIC materials such as transistors to be widely accepted by the system industry, but in the long run, The potential of compound semiconductors is still not to be underestimated. The 5G generation is in the global government arch situation, the infrastructure demand is gradually channeling, among them, South Korea, the mainland wants to be able to set 2020 years ago, even ahead of the 2019 business transfer. At present all kinds of large, medium and small base station for power amplifier (PA) component demand has been gradually brewing, such as the 35-family semiconductor industry has a relatively mature gallium arsenide (GaAs) process, the relevant industry is optimistic about the base construction market, as for the price and cost-sensitive mobile devices in the field, The Taiwan PA community will continue to benefit, as well as the technology for gallium nitride. For the field of compound semiconductor related power components, the wafer foundry, after the detection of the vast number of new blue and sea business opportunities, supply chain industry believes that 5G, automotive electronics required high-performance Compound power components, it will take a long time to brew, and wait for the market gradually accepted, but the overall development trend has become clear.
