0G scale will be a quarterly growth to replace 40G as one of the main specifications, 5 G application will also be gradually launched, the car also joined the new demand lineup, the more the second half, the more obvious demand, this year, the gallium arsenide industry will be investors can not ignore the star industry.
The application surface is quite extensive The gallium arsenide industry, which was famous for its 3 D-sensing last year, once because of the iphone x sales poor and quiet, but in fact, gallium arsenide terminal products are widely used, or even expanded to see, gallium arsenide is only one ring in the 35-group compound semiconductor, other compounds including indium phosphide, antimony gallium, etc., according to the different characteristics of the application of
fields are different. Among them, the most widely used in communication products, gallium arsenide materials, which have high frequency, low noise, high efficiency and low power consumption characteristics, and therefore more used in optoelectronic and high-frequency communication components, including mobile phones, optical communication, satellite communications, such as microwave communications, the past few years, Taiwan, Honteco, new and other factories, are
Because the mobile phone uses the P A component demand to increase the visibility. However, in the entire gallium arsenide material, the cell phone is relatively low-end applications, more applications in the Optical Communications Data Center, National Defense, automotive anti-collision radar and other niche high-end areas, even last year, Apple's iphone x using 3 D sensing function and the red surface laser (VCSEL), but also VCSEL many applications, relatively The low-end of a ring, but mobile phones and other consumer electronic products, the use of a large increase, so that has entered the Vcsel gallium arsenide group outspoken, however, it is understood that from Vcsel lei wafer to wafer foundry, encapsulation of the pass-through rate is still low, coupled with high cost, so that 3 D sensing the push to face a small headwind, the entire supply chain, the current actual ability of 3 D
There are not many manufacturers who are benefiting from the test, and it is certainly the representative of the firm. Traced, Vcsel overall process of the direct rate is low, or the most upstream of the production of Lei wafer related. The 35-group Semiconductor's process technology has three kinds of technologies, including LPE, MBE and MOCVD, LPE is traditional and simpler, but it is difficult to master on the thin-grain growing; MBE production technology is more mature, good rate is easier to upgrade, but the production cost is high, several Lei crystal Factory, iet-ky the main mining process, Finisar also in this process and IET cooperation;
MOCVD process technology is difficult, but has the advantage of low cost, can be widely used in mobile phones, including IQE, new, and the use of this process.
The higher the upstream technology, the more difficult
Lei Wafer manufacturing process, lei crystal plant in the substrate long a lot of thin layer, this contains a lot of technology, each layer of thin layer of growth, thickness, composition and doping concentration needs to be designed by the LEI crystal structure simulation calculation, and basically, the quality of Lei chip determines the quality of electronic components, efficiency and yield. In semiconductor production process, the higher the yield, the lower the natural cost, this is the natural reason, however, the general semiconductor industry often more than 95% of the yield, in the 35-group Semiconductor field, is almost impossible, in the field of gallium arsenide, high-end supplies of good rate, many manufacturers are afraid of less than 50%, technical difficulties, have the strength to cross the field
The manufacturers also have a few fingers to count out. Lei chip industry on the blunt, the minority to do is not to do the same, and eventually to sell, but there is no good price, also sell bad, gallium arsenide market is 0 and one of the industry, and the current situation is that everyone will encounter bottlenecks, with MOCVD production rate are still very low, and to use large machines to do mass production,
Will take a long time to do, this is the chip factory encountered the status of the industry.
Ethnic gain will enter into the high and long High technology entry threshold and good yield are not easy to ascend, naturally paid out of profit generally not too good-looking, but also because of the high technology entry barriers, but the terminal application of the future is more and more wide, the future of the imagination of the community will be large, once Lei wafer factory yield obvious breakthrough, profit will also leap forward,
The capital market is willing to give the gallium arsenide Group A higher ratio of the benefits. In addition to 3 D sensing, the future applications of 35-group semiconductors are infinitely broad, including the internet of Things, automotive anti-collision radar, optical fiber communication, optical Communications data center and the fastest can gradually emerge at the end of this year, 5 G mobile phone p A Market, and even the IDF, each terminal application has been accelerated with the technical maturity of the import, the need
The trend is indeed upward. In fact, the international 35 semiconductor manufacturers in recent years through the consolidation and continued to grow, including IQE merged Kopin, RFMD, AMS acquisition Heptagon and Princeton Optotronics, II-VI acquisition Kaiam Laser, Taiwan Factory's Kona K Y
Also recently was ii-vi and under, large mergers and acquisitions frequent, whether it is to enhance the technical strength, or to enhance production capacity, in fact, is the whole industry is rapidly growing from the embodiment of small. As mentioned above, because the industrial technology is difficult, can enter the field of mass production manufacturers are not many, a few days ago, the impact of ZTE, the global arsenic gallium group share price tumbled, but then in the first quarter of the performance of a good rally, the industry pointed out that demand has been, but the order is still in the entire supply chain transfer, will not disappear,
But most importantly, from upstream to downstream production capacity is in the upward, pending, in the downstream of the direct rate, the overall population will enter a high growth period, and this can soon be seen in the second half. Gallium arsenide industry Market Point, this year is expected to explode